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Nonprofit · EIN 84-3726366

SMITH BROTHERS FAMILY FOUNDATION INC

Tax-exempt · LOUISVILLE, KY 40202

Financials

$2.7M$2.6M2023$56.3M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of SMITH BROTHERS FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$56,326,109$2,429,916$53,896,193$89,729,261$4,775$89,724,486
December 31, 2023990-PF (amended)$2,656,077$2,619,225$36,852$39,585,568$0$39,585,568
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$50,103,431
Dividends
$955,763
Net gain from sales of assets
$5,266,915

Expenses

Grants and similar amounts paid
$1,905,025
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$44,080
Disbursements for charitable purposes
$2,012,711
Excise tax on investment income
$80,696

Balance sheet and other

Total assets, start of year
$39,585,568
Total assets, end of year
$89,729,261
Total liabilities, end of year
$4,775
Net assets, end of year
$89,724,486
Fair market value of assets
$89,729,161
Qualifying distributions
$2,012,711
Net investment income
$6,222,678

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.

NameTitleHours / weekCompensation
SCOTT S SMITH
PO BOX 43847, LOUISVILLE, KY 40253
PRESIDENT1$0
SEAN S SMITH
PO BOX 43847, LOUISVILLE, KY 40253
VICE-PRESIDENT1$0
SHANDRALYN D SMITH
PO BOX 43847, LOUISVILLE, KY 40253
TREASURER1$0
VICTORIA A SMITH
PO BOX 43847, LOUISVILLE, KY 40253
SECRETARY1$0
BARRY C BRAUCH
PO BOX 43847, LOUISVILLE, KY 40253
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SCOTT S SMITH
PO BOX 43847, LOUISVILLE, KY 40253
PRESIDENT1$0
SEAN S SMITH
PO BOX 43847, LOUISVILLE, KY 40253
VICE-PRESIDENT1$0
SHANDRALYN D SMITH
PO BOX 43847, LOUISVILLE, KY 40253
TREASURER1$0
VICTORIA A SMITH
PO BOX 43847, LOUISVILLE, KY 40253
SECRETARY1$0
BARRY C BRAUCH
PO BOX 43847, LOUISVILLE, KY 40253
DIRECTOR1$0

Address and contacts

Address (IRS master file)
201 E JEFFERSON ST STE 150, LOUISVILLE, KY 40202-1319
In care of
% CASTELLAN GROUP
Signed the 990-PF
SCOTT S SMITH, PRESIDENT
Phone
(859) 494-0523
Return prepared by
WILLIAMS BENATOR & LIBBY 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-3726366
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$89,729,261
Income (IRS master file)
$56,330,067

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$56,326,109$2,429,916$89,729,261XML
990-TDecember 2024–––IRS
990-PFDecember 2023$2,656,077$2,619,225$39,585,568XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 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 84-3726366).

Questions about SMITH BROTHERS FAMILY FOUNDATION INC

What is the EIN of SMITH BROTHERS FAMILY FOUNDATION INC?
The employer identification number (EIN) of SMITH BROTHERS FAMILY FOUNDATION INC is 84-3726366.
Is SMITH BROTHERS FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to SMITH BROTHERS FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SMITH BROTHERS FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SMITH BROTHERS FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SMITH BROTHERS 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 2024.
Who are the officers and directors of SMITH BROTHERS FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does SMITH BROTHERS FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $56,326,109, expenses of $2,429,916 and total assets of $89,729,261 at year end.

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