Nonprofit · EIN 76-6076267
WILLIAM A AND MADELINE WELDER SMITH FOUNDATION
Tax-exempt · HOUSTON, TX 77057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $2,081,556 | $1,073,361 | $1,008,195 | $16,296,990 | $0 | $16,296,990 |
| June 30, 2025 | 990-PF | $1,423,725 | $1,022,700 | $401,025 | $15,288,799 | $0 | $15,288,799 |
| June 30, 2024 | 990-PF | $873,652 | $1,023,617 | -$149,965 | $14,887,774 | $0 | $14,887,774 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $845,887
- Interest
- $22,112
- Net gain from sales of assets
- $1,207,923
- Other income
- $5,634
Expenses
- Grants and similar amounts paid
- $821,985
- Compensation of officers, directors and key employees
- $111,000
- Disbursements for charitable purposes
- $946,448
- Excise tax on investment income
- $27,530
Balance sheet and other
- Total assets, start of year
- $15,288,799
- Total assets, end of year
- $16,296,990
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,296,990
- Fair market value of assets
- $24,235,953
- Qualifying distributions
- $946,448
- Net investment income
- $2,081,556
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE E COLEMAN 1115 WINNER FOSTER RD, RICHMOND, TX 77406 | CO-TRUSTEE | 3 | $22,200 |
| DEE S OSBORNE 30 EATON SQ, HOUSTON, TX 77027 | CO-TRUSTEE | 3 | $22,200 |
| H MICHAEL TYSON 6336 WOODWAY APT 1815, HOUSTON, TX 77057 | CO-TRUSTEE | 3 | $22,200 |
| ALLISON A GARNER 7245 SITIO LOMA, CARLSBAD, CA 92009 | CO-TRUSTEE | 3 | $22,200 |
| HOLLY ROYCE COLE 12 N SAGEBRUSH ST, WICHITA, KS 67230 | CO-TRUSTEE | 3 | $22,200 |
990-PF for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H MICHAEL TYSON 6336 WOODWAY APT 1815, HOUSTON, TX 77027 | CO-TRUSTEE | 3 | $20,250 |
| JOE E COLEMAN 1300 POST OAK BLVD 20TH FLOOR, HOUSTON, TX 77056 | CO-TRUSTEE | 3 | $20,250 |
| DEE S OSBORNE 30 EATON SQ, HOUSTON, TX 77027 | CO-TRUSTEE | 3 | $20,250 |
| ANNE MCCULLOUGH SHALLENBERGER 7245 SITIO LIMA, CARLSBAD, CA 92009 | CO-TRUSTEE | 3 | $20,250 |
| JOSEPH W ROYCE 5718 WESTHEIMER RD SUITE 1900, HOUSTON, TX 77057 | CO-TRUSTEE | 3 | $14,750 |
| HOLLY COLE 12 SAGEBRUSH ST, WICHITA, KS 67230 | CO-TRUSTEE | 3 | $5,500 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| H MICHAEL TYSON 6336 WOODWAY APT 1815, HOUSTON, TX 77027 | CO-TRUSTEE | 3 | $18,500 |
| JOE E COLEMAN 1300 POST OAK BLVD 20TH FLOOR, HOUSTON, TX 77056 | CO-TRUSTEE | 3 | $18,500 |
| JOSEPH W ROYCE 5718 WESTHEIMER RD SUITE 1900, HOUSTON, TX 77057 | CO-TRUSTEE | 3 | $18,500 |
| DEE S OSBORNE 4400 POST OAK PARKWAY SUITE 2580, HOUSTON, TX 77027 | CO-TRUSTEE | 3 | $18,500 |
| ANNE MCCULLOUGH SHALLENBERGER 6336 WOODWAY APT 1615, HOUSTON, TX 77027 | CO-TRUSTEE | 3 | $18,500 |
Address and contacts
- Address (IRS master file)
- 5718 WESTHEIMER RD STE 1900, HOUSTON, TX 77057-5973
- In care of
- % JP MORGAN SVCS
- Signed the 990-PF
- JOE E COLEMAN, TRUSTEE
- Phone
- (713) 260-5230
- Return prepared by
- FITTS ROBERTS KOLKHORST & CO PC
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 | 990-PF on file |
| 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
- 76-6076267
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $16,296,990
- Income (IRS master file)
- $2,826,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $2,081,556 | $1,073,361 | $16,296,990 | XML |
| 990-PF | June 2025 | $1,423,725 | $1,022,700 | $15,288,799 | XML |
| 990-PF | June 2024 | $873,652 | $1,023,617 | $14,887,774 | 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 76-6076267).
Questions about WILLIAM A AND MADELINE WELDER SMITH FOUNDATION
- What is the EIN of WILLIAM A AND MADELINE WELDER SMITH FOUNDATION?
- The employer identification number (EIN) of WILLIAM A AND MADELINE WELDER SMITH FOUNDATION is 76-6076267.
- Is WILLIAM A AND MADELINE WELDER SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to WILLIAM A AND MADELINE WELDER SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM A AND MADELINE WELDER SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A AND MADELINE WELDER SMITH FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM A AND MADELINE WELDER SMITH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of WILLIAM A AND MADELINE WELDER SMITH FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 5 people; 5 received compensation from the organization, the highest $22,200 (JOE E COLEMAN, CO-TRUSTEE).
- How much revenue does WILLIAM A AND MADELINE WELDER SMITH FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $2,081,556, expenses of $1,073,361 and total assets of $16,296,990 at year end.
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