Nonprofit · EIN 81-1535437
JOHN AND GWEN SMART FOUNDATION
Tax-exempt · LISLE, IL 60532
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $7,027,510 | $4,612,439 | $2,415,071 | $39,116,834 | $0 | $39,116,834 |
| December 31, 2024 | 990-PF | $4,866,403 | $3,840,045 | $1,026,358 | $36,701,733 | $0 | $36,701,733 |
| December 31, 2023 | 990-PF | $1,127,905 | $3,760,924 | -$2,633,019 | $35,675,375 | $0 | $35,675,375 |
| December 31, 2021 | 990-PF | $13,893,439 | $3,951,299 | $9,942,140 | $42,132,445 | $0 | $42,132,445 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $34,734
- Dividends
- $833,275
- Net gain from sales of assets
- $6,159,501
Expenses
- Grants and similar amounts paid
- $4,055,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,075,455
- Excise tax on investment income
- $91,195
Balance sheet and other
- Total assets, start of year
- $36,701,733
- Total assets, end of year
- $39,116,834
- Total liabilities, end of year
- $0
- Net assets, end of year
- $39,116,834
- Fair market value of assets
- $97,582,809
- Qualifying distributions
- $4,075,455
- Net investment income
- $6,992,776
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM OSWALD 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | SECRETARY AND DIRECTOR | 5 | $0 |
| ELLEN OSWALD 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | TREASURER AND DIRECTOR | 5 | $0 |
| NANCY SMART 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | PRESIDENT AND DIRECTOR | 10 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM OSWALD 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | SECRETARY AND DIRECTOR | 5 | $0 |
| ELLEN OSWALD 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | TREASURER AND DIRECTOR | 5 | $0 |
| NANCY SMART 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | PRESIDENT AND DIRECTOR | 10 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM OSWALD 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | SECRETARY AND DIRECTOR | 5 | $0 |
| ELLEN OSWALD 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | TREASURER AND DIRECTOR | 5 | $0 |
| NANCY SMART 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | PRESIDENT AND DIRECTOR | 10 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY SMART 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | PRESIDENT AND DIRECTOR | 10 | $32,000 |
| WILLIAM OSWALD 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | SECRETARY AND DIRECTOR | 5 | $13,566 |
| ELLEN OSWALD 1001 WARRENVILLE ROAD SUITE 500, LISLE, IL 605324306 | TREASURER AND DIRECTOR | 5 | $13,566 |
Address and contacts
- Address (IRS master file)
- 1001 WARRENVILLE RD STE 500, LISLE, IL 60532-4306
- Signed the 990-PF
- WILLIAM OSWALD, DIRECTOR
- Phone
- (331) 401-5961
- Return prepared by
- THE INNOVATIVE CPA GROUP LLC
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 | 990-PF on file |
| 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
- 81-1535437
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $39,116,834
- Income (IRS master file)
- $9,615,796
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $7,027,510 | $4,612,439 | $39,116,834 | XML |
| 990-PF | December 2024 | $4,866,403 | $3,840,045 | $36,701,733 | XML |
| 990-PF | December 2023 | $1,127,905 | $3,760,924 | $35,675,375 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $13,893,439 | $3,951,299 | $42,132,445 | XML |
| 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 81-1535437).
Questions about JOHN AND GWEN SMART FOUNDATION
- What is the EIN of JOHN AND GWEN SMART FOUNDATION?
- The employer identification number (EIN) of JOHN AND GWEN SMART FOUNDATION is 81-1535437.
- Is JOHN AND GWEN SMART FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to JOHN AND GWEN SMART FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND GWEN SMART FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND GWEN SMART 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 JOHN AND GWEN SMART FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHN AND GWEN SMART FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOHN AND GWEN SMART FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,027,510, expenses of $4,612,439 and total assets of $39,116,834 at year end.
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