Nonprofit · EIN 77-0524641
STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION
Tax-exempt · PALO ALTO, CA 94304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $85,718 | $81,618 | $4,100 | $675,947 | $0 | $675,947 |
| December 31, 2023 | 990-PF | $63,071 | $72,758 | -$9,687 | $673,016 | $0 | $673,016 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $8,901
- Net gain from sales of assets
- $76,817
Expenses
- Grants and similar amounts paid
- $61,090
- Compensation of officers, directors and key employees
- $10,200
- Disbursements for charitable purposes
- $62,415
- Excise tax on investment income
- $1,102
Balance sheet and other
- Total assets, start of year
- $673,016
- Total assets, end of year
- $675,947
- Total liabilities, end of year
- $0
- Net assets, end of year
- $675,947
- Fair market value of assets
- $928,826
- Qualifying distributions
- $62,415
- Net investment income
- $85,718
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paula K Smith 620 Sand Hill Road Apt 206C, Palo Alto, CA 94304 | Secretary | 10 | $10,200 |
| Stephen S Smith 620 Sand Hill Road Apt 206C, Palo Alto, CA 94304 | President | 2 | $0 |
| Edward V Pollack 2038 Baker Street, San Francisco, CA 94115 | Director | 1 | $0 |
| Marcia H Pollack 2038 Baker Street, san Francisco, CA 94115 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paula K Smith 620 Sand Hill Road Apt 206C, Palo Alto, CA 94304 | Secretary | 10 | $10,200 |
| Stephen S Smith 620 Sand Hill Road Apt 206C, Palo Alto, CA 94304 | President | 2 | $0 |
| Edward V Pollack 2038 Baker Street, San Francisco, CA 94115 | Director | 1 | $0 |
| Marcia H Pollack 2038 Baker Street, san Francisco, CA 94115 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 620 SAND HILL RD APT 206C, PALO ALTO, CA 94304-2091
- In care of
- % STEPHEN S SMITH
- Signed the 990-PF
- Stephen S Smith, President
- Phone
- (650) 888-3611
- Return prepared by
- Aprio Advisory Group LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0524641 or by the name STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0524641
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $631,450
- Income (IRS master file)
- $234,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $85,718 | $81,618 | $675,947 | XML |
| 990-PF | December 2023 | $63,071 | $72,758 | $673,016 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 77-0524641).
Questions about STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION
- What is the EIN of STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION is 77-0524641.
- Is STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $10,200 (Paula K Smith, Secretary).
- How much revenue does STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $85,718, expenses of $81,618 and total assets of $675,947 at year end.
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