Nonprofit · EIN 75-6330553
ERWIN E SMITH FOUNDATION TRUST
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $44,009 | $64,569 | -$20,560 | $787,774 | $0 | $787,774 |
| June 30, 2024 | 990-PF | $38,639 | $31,793 | $6,846 | $808,330 | $0 | $808,330 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $18,852
- Net gain from sales of assets
- $25,157
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $11,293
- Disbursements for charitable purposes
- $54,573
- Excise tax on investment income
- $482
Balance sheet and other
- Total assets, start of year
- $808,330
- Total assets, end of year
- $787,774
- Total liabilities, end of year
- $0
- Net assets, end of year
- $787,774
- Fair market value of assets
- $1,038,189
- Qualifying distributions
- $54,573
- Net investment income
- $44,009
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF TEXAS NA PO BOX 1088, SHERMAN, TX 750911088 | TRUSTEE | 3 | $11,293 |
| DR RON TYLER CO AMON CARTER MUSEU 3501 CAMP BOWIE BLVD, FT WORTH, TX 76107 | GOVERNOR | 5 | $0 |
| MR C H GIESPIE III 412 LONGHORN TR, SHERMAN, TX 75092 | GOVERNOR | 5 | $0 |
| MRS PATRICIA BARRETT PO BOX 1088, SHERMAN, TX 75091 | GOVERNOR | 5 | $0 |
| MR JAMES A LINDSEY 123 N CROCKETT SUITE 100, SHERMAN, TX 75090 | GOVERNOR | 5 | $0 |
| MR JOHN SPEARS 500 CINROSE LANE, SHERMAN, TX 75092 | GOVERNOR | 5 | $0 |
| MR JOHN ROHRBACH 3501 CAMP BOWIE BLVD, FORT WORTH, TX 76107 | GOVERNOR | 5 | $0 |
990-PF for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF TEXAS NA PO BOX 1088, SHERMAN, TX 750911088 | TRUSTEE | 3 | $10,198 |
| DR RON TYLER CO AMON CARTER MUSEU 3501 CAMP BOWIE BLVD, FT WORTH, TX 76107 | GOVERNOR | 5 | $0 |
| MR C H GIESPIE III 412 LONGHORN TR, SHERMAN, TX 75092 | GOVERNOR | 5 | $0 |
| MRS PATRICIA BARRETT PO BOX 1088, SHERMAN, TX 75091 | GOVERNOR | 5 | $0 |
| MR JAMES A LINDSEY 123 N CROCKETT SUITE 100, SHERMAN, TX 75090 | GOVERNOR | 5 | $0 |
| MR JOHN SPEARS 500 CINROSE LANE, SHERMAN, TX 75092 | GOVERNOR | 5 | $0 |
| MR JOHN ROHRBACH 3501 CAMP BOWIE BLVD, FORT WORTH, TX 76107 | GOVERNOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % BANK OF TEXAS
- Signed the 990-PF
- BOKF NA TRUSTEE, VICE PRESIDENT
- Phone
- (918) 619-1527
- Return prepared by
- ERNST & YOUNG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6330553
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $787,774
- Income (IRS master file)
- $165,872
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $44,009 | $64,569 | $787,774 | XML |
| 990-PF | June 2024 | $38,639 | $31,793 | $808,330 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-6330553).
Questions about ERWIN E SMITH FOUNDATION TRUST
- What is the EIN of ERWIN E SMITH FOUNDATION TRUST?
- The employer identification number (EIN) of ERWIN E SMITH FOUNDATION TRUST is 75-6330553.
- Is ERWIN E SMITH FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ERWIN E SMITH FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ERWIN E SMITH FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERWIN E SMITH FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ERWIN E SMITH FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ERWIN E SMITH FOUNDATION TRUST?
- The 990-PF for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $11,293 (BANK OF TEXAS NA, TRUSTEE).
- How much revenue does ERWIN E SMITH FOUNDATION TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $44,009, expenses of $64,569 and total assets of $787,774 at year end.
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