Nonprofit · EIN 76-0207247
JULIA AND ALBERT SMITH FOUNDATION
Tax-exempt · HOUSTON, TX 77027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $514,121 | $270,458 | $243,663 | $4,463,441 | $0 | $4,463,441 |
| November 30, 2023 | 990-PF | $202,118 | $445,709 | -$243,591 | $4,177,836 | $0 | $4,177,836 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $126,974
- Net gain from sales of assets
- $391,329
- Other income
- -$4,182
Expenses
- Grants and similar amounts paid
- $172,300
- Compensation of officers, directors and key employees
- $36,220
- Disbursements for charitable purposes
- $197,209
- Excise tax on investment income
- $5,850
Balance sheet and other
- Total assets, start of year
- $4,177,836
- Total assets, end of year
- $4,463,441
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,463,441
- Fair market value of assets
- $5,588,035
- Qualifying distributions
- $197,209
- Net investment income
- $490,011
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT J SMITH III 7660 WOODWAY DRIVE SUITE 595, HOUSTON, TX 77063 | VP/SECRETARY | 0.5 | $36,220 |
| JULIA ANNE SMITH RAWSON 7660 WOODWAY DRIVE SUITE 595, HOUSTON, TX 77063 | PRESIDENT | 0.15 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALBERT J SMITH III 7660 WOODWAY DRIVE SUITE 595, HOUSTON, TX 77063 | VP/SECRETARY | 0.5 | $21,904 |
| JULIA ANNE SMITH RAWSON 7660 WOODWAY DRIVE SUITE 595, HOUSTON, TX 77063 | PRESIDENT | 0.15 | $0 |
Address and contacts
- Address (IRS master file)
- 4545 POST OAK PLACE DRIVE SUITE 20, HOUSTON, TX 77027-3164
- In care of
- % INWOOD MGMT LP
- Signed the 990-PF
- ALBERT J SMITH III, VP/SECRETARY
- Phone
- (713) 975-9559
- Return prepared by
- RSM US 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0207247
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1987
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,463,441
- Income (IRS master file)
- $5,062,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $514,121 | $270,458 | $4,463,441 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $202,118 | $445,709 | $4,177,836 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | 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 76-0207247).
Questions about JULIA AND ALBERT SMITH FOUNDATION
- What is the EIN of JULIA AND ALBERT SMITH FOUNDATION?
- The employer identification number (EIN) of JULIA AND ALBERT SMITH FOUNDATION is 76-0207247.
- Is JULIA AND ALBERT SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to JULIA AND ALBERT SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIA AND ALBERT SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIA AND ALBERT SMITH FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JULIA AND ALBERT SMITH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of JULIA AND ALBERT SMITH FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 2 people; 1 received compensation from the organization, the highest $36,220 (ALBERT J SMITH III, VP/SECRETARY).
- How much revenue does JULIA AND ALBERT SMITH FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $514,121, expenses of $270,458 and total assets of $4,463,441 at year end.
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