Nonprofit · EIN 84-3207370
DAVIS & SMITH FAMILY FOUNDATION INC
Tax-exempt · BETHLEHEM, PA 18017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,332,735 | $2,007,827 | $324,908 | $19,083,179 | $511 | $19,082,668 |
| December 31, 2024 | 990-PF | $11,996,906 | $1,651,488 | $10,345,418 | $18,760,346 | $2,586 | $18,757,760 |
| December 31, 2023 | 990-PF | $387,720 | $1,325,595 | -$937,875 | $12,434,915 | $2,408 | $12,432,507 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $315,704
- Interest
- $189,436
- Net gain from sales of assets
- $1,827,595
Expenses
- Grants and similar amounts paid
- $1,637,400
- Compensation of officers, directors and key employees
- $109,180
- Disbursements for charitable purposes
- $1,783,687
- Excise tax on investment income
- $30,240
Balance sheet and other
- Total assets, start of year
- $18,760,346
- Total assets, end of year
- $19,083,179
- Total liabilities, end of year
- $511
- Net assets, end of year
- $19,082,668
- Fair market value of assets
- $27,595,355
- Qualifying distributions
- $1,783,687
- Net investment income
- $2,336,179
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 | Other / benefits |
|---|---|---|---|---|
| KELLY J MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | EXEC. DIR., TREASURER, SECRETARY | 40 | $109,180 | $17,112 |
| JOANNE S DAVIS 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | PRESIDENT & BOARD MEMBER | 2 | $0 | $0 |
| KAITLIN E BICKNELL 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | VICE-PRESIDENT & BOARD MEMBER | 2 | $0 | $0 |
| DAVID T DAVIS 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| PAIGE J PFEIFFER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| BRITIN E MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| MACY A MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| ABIGAIL E BICKNELL 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLY J MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | EXEC. DIR., TREASURER, SECRETARY | 40 | $109,180 | $16,035 |
| JOANNE S DAVIS 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | PRESIDENT & BOARD MEMBER | 2 | $0 | $0 |
| KAITLIN E BICKNELL 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | VICE-PRESIDENT & BOARD MEMBER | 2 | $0 | $0 |
| DAVID T DAVIS 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| PAIGE J PFEIFFER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| BRITIN E MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| MACY A MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| ABIGAIL E BICKNELL 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLY J MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | EXEC. DIR., TREASURER, SECRETARY | 40 | $106,000 | $17,509 |
| JOANNE S DAVIS 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | PRESIDENT & BOARD MEMBER | 2 | $0 | $0 |
| KAITLIN E BICKNELL 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | VICE-PRESIDENT & BOARD MEMBER | 2 | $0 | $0 |
| DAVID T DAVIS 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| PAIGE J BICKNELL 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| BRITIN E MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| MACY A MILLER 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
| ABIGAIL E BICKNELL 2261 WOODLARK CIRCLE, BETHLEHEM, PA 18017 | BOARD MEMBER | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2261 WOODLARK CIR, BETHLEHEM, PA 18017-3742
- In care of
- % KELLY J MILLER
- Signed the 990-PF
- KELLY J MILLER, EXECUTIVE DIRECTOR
- Phone
- (484) 379-8230
- Website
- WWW.DSFAM.ORG
- Return prepared by
- ARMANINO ADVISORY 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
- 84-3207370
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $19,083,179
- Income (IRS master file)
- $8,947,866
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,332,735 | $2,007,827 | $19,083,179 | XML |
| 990-PF | December 2024 | $11,996,906 | $1,651,488 | $18,760,346 | IRS |
| 990-PF | December 2023 | $387,720 | $1,325,595 | $12,434,915 | 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 84-3207370).
Questions about DAVIS & SMITH FAMILY FOUNDATION INC
- What is the EIN of DAVIS & SMITH FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DAVIS & SMITH FAMILY FOUNDATION INC is 84-3207370.
- Is DAVIS & SMITH FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to DAVIS & SMITH FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIS & SMITH FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIS & SMITH FAMILY FOUNDATION INC 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 DAVIS & SMITH FAMILY FOUNDATION INC 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 DAVIS & SMITH FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $109,180 (KELLY J MILLER, EXEC. DIR., TREASURER, SECRETARY).
- How much revenue does DAVIS & SMITH FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,332,735, expenses of $2,007,827 and total assets of $19,083,179 at year end.
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