Nonprofit · EIN 85-0484404
J KENNETH AND ALICE SMITH FAMILY FOUNDATION
Tax-exempt · ROSWELL, NM 88201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $104,270 | $56,329 | $47,941 | $1,486,858 | $0 | $1,486,858 |
| December 31, 2024 | 990-PF | $220,521 | $72,610 | $147,911 | $1,466,531 | $0 | $1,466,531 |
| December 31, 2023 | 990-PF | $26,171 | $76,230 | -$50,059 | $1,307,678 | $0 | $1,307,678 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,028
- Dividends
- $33,621
- Interest
- $14
- Net gain from sales of assets
- $64,607
Expenses
- Grants and similar amounts paid
- $42,500
- Disbursements for charitable purposes
- $48,103
- Excise tax on investment income
- $419
Balance sheet and other
- Total assets, start of year
- $1,466,531
- Total assets, end of year
- $1,486,858
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,486,858
- Fair market value of assets
- $1,486,858
- Qualifying distributions
- $48,103
- Net investment income
- $38,343
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 |
|---|---|---|---|
| STEVEN W SMITH 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | PRESIDENT | 0 | $0 |
| BARBARA M SMITH 3101 CIRCLE DIAMOND DRIVE, ROSWELL, NM 88201 | VICE-PRESIDE | 0 | $0 |
| KEN SMITH 1412 CIRCLE DIAMOND DRIVE, ROSWELL, NM 88201 | SEC-TREAS | 0 | $0 |
| MAKENZIE SMITH 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | DIRECTOR | 0 | $0 |
| AVA DUER 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN W SMITH 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | PRESIDENT | 0 | $0 |
| BARBARA M SMITH 3101 CIRCLE DIAMOND DRIVE, ROSWELL, NM 88201 | VICE-PRESIDE | 0 | $0 |
| KEN SMITH 1412 CIRCLE DIAMOND DRIVE, ROSWELL, NM 88201 | SEC-TREAS | 0 | $0 |
| MAKENZIE SMITH 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | DIRECTOR | 0 | $0 |
| AVA DUER 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN W SMITH 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | PRESIDENT | 0 | $0 |
| BARBARA M SMITH 3101 CIRCLE DIAMOND DRIVE, ROSWELL, NM 88201 | VICE-PRESIDE | 0 | $0 |
| KEN SMITH 1412 CIRCLE DIAMOND DRIVE, ROSWELL, NM 88201 | SEC-TREAS | 0 | $0 |
| MAKENZIE SMITH 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | DIRECTOR | 0 | $0 |
| AVA DUER 3012 DIAMOND A DRIVE, ROSWELL, NM 88201 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3012 DIAMOND A DR, ROSWELL, NM 88201-3419
- In care of
- % J KENNETH SMITH
- Signed the 990-PF
- STEVEN W SMITH, PRESIDENT
- Phone
- (575) 622-7163
- Return prepared by
- RITTER & COMPANY 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
- 85-0484404
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,486,858
- Income (IRS master file)
- $170,458
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $104,270 | $56,329 | $1,486,858 | XML |
| 990-PF | December 2024 | $220,521 | $72,610 | $1,466,531 | XML |
| 990-PF | December 2023 | $26,171 | $76,230 | $1,307,678 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 85-0484404).
Questions about J KENNETH AND ALICE SMITH FAMILY FOUNDATION
- What is the EIN of J KENNETH AND ALICE SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of J KENNETH AND ALICE SMITH FAMILY FOUNDATION is 85-0484404.
- Is J KENNETH AND ALICE SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to J KENNETH AND ALICE SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J KENNETH AND ALICE SMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J KENNETH AND ALICE 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 J KENNETH AND ALICE 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 2025.
- Who are the officers and directors of J KENNETH AND ALICE SMITH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does J KENNETH AND ALICE SMITH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $104,270, expenses of $56,329 and total assets of $1,486,858 at year end.
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All nonprofits in ROSWELL · New Mexico · Philanthropy, voluntarism and grantmaking foundations