Nonprofit · EIN 86-3402974
SMITH FAMILY CHARITABLE FOUNDATION
Tax-exempt · LEESBURG, VA 20175
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $161,227 | $130,377 | $30,850 | $2,052,595 | $6,937 | $2,045,658 |
| June 30, 2025 | 990-PF | $136,790 | $114,172 | $22,618 | $1,988,453 | $1,050 | $1,987,403 |
| June 30, 2024 | 990-PF | $80,350 | $106,257 | -$25,907 | $1,945,130 | $1,625 | $1,943,505 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $69,546
- Net gain from sales of assets
- $91,681
Expenses
- Grants and similar amounts paid
- $101,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $105,063
- Excise tax on investment income
- $1,946
Balance sheet and other
- Total assets, start of year
- $1,988,453
- Total assets, end of year
- $2,052,595
- Total liabilities, end of year
- $6,937
- Net assets, end of year
- $2,045,658
- Fair market value of assets
- $2,052,595
- Qualifying distributions
- $105,063
- Net investment income
- $161,227
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M SMITH 40589 GRENATA PRESERVE PLACE, LEESBURG, VA 20175 | PRESIDENT/BOARD CHAIR/DIRECTOR | 2 | $0 |
| ANGELA H SMITH 40589 GRENATA PRESERVE PLACE, LEESBURG, VA 20175 | TREASURER/DIRECTOR | 2 | $0 |
| JASON W SMITH 2205 OLD JAY LANE, MOUNT PLEASANT, SC 29466 | DIRECTOR | 1 | $0 |
| NICOLE B HILLYARD 40777 NORTHERN WILLOW COURT, ALDIE, VA 20105 | DIRECTOR | 1 | $0 |
| KRISTEN NICOLE O'HARA 24983 DAHLIA MANOR PLACE, ALDIE, VA 20105 | DIRECTOR | 1 | $0 |
| GEORGE J LEX III 4174 RUSH STREET, FAIRFAX, VA 22033 | SECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M SMITH 40589 GRENATA PRESERVE PLACE, LEESBURG, VA 20175 | PRESIDENT/BOARD CHAIR/DIRECTOR | 2 | $0 |
| ANGELA H SMITH 40589 GRENATA PRESERVE PLACE, LEESBURG, VA 20175 | TREASURER/DIRECTOR | 2 | $0 |
| JASON W SMITH 2205 OLD JAY LANE, MOUNT PLEASANT, SC 29466 | DIRECTOR | 1 | $0 |
| NICOLE B HILLYARD 40777 NORTHERN WILLOW COURT, ALDIE, VA 20105 | DIRECTOR | 1 | $0 |
| KRISTEN NICOLE O'HARA 24983 DAHLIA MANOR PLACE, ALDIE, VA 20105 | DIRECTOR | 1 | $0 |
| GEORGE J LEX III 4174 RUSH STREET, FAIRFAX, VA 22033 | SECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM M SMITH 40589 GRENATA PRESERVE PLACE, LEESBURG, VA 20175 | PRESIDENT/BOARD CHAIR/DIRECTOR | 2 | $0 |
| ANGELA H SMITH 40589 GRENATA PRESERVE PLACE, LEESBURG, VA 20175 | TREASURER/DIRECTOR | 2 | $0 |
| JASON W SMITH 2205 OLD JAY LANE, MOUNT PLEASANT, SC 29466 | DIRECTOR | 1 | $0 |
| NICOLE B HILLYARD 40777 NORTHERN WILLOW COURT, ALDIE, VA 20105 | DIRECTOR | 1 | $0 |
| KRISTEN NICOLE O'HARA 24983 DAHLIA MANOR PLACE, ALDIE, VA 20105 | DIRECTOR | 1 | $0 |
| GEORGE J LEX III 4174 RUSH STREET, FAIRFAX, VA 22033 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 40589 GRENATA PRESERVE PL, LEESBURG, VA 20175-8770
- In care of
- % WILLIAM M SMITH
- Signed the 990-PF
- WILLIAM M SMITH, PRESIDENT, BOARD CHAIR, DIRECT
- Phone
- (703) 932-2002
- Return prepared by
- GJ LEX III CPA EQUINOX INVESTMENTS 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-3402974
- 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
- 2021
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,052,595
- Income (IRS master file)
- $1,898,767
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $161,227 | $130,377 | $2,052,595 | XML |
| 990-PF | June 2025 | $136,790 | $114,172 | $1,988,453 | XML |
| 990-PF | June 2024 | $80,350 | $106,257 | $1,945,130 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 86-3402974).
Questions about SMITH FAMILY CHARITABLE FOUNDATION
- What is the EIN of SMITH FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SMITH FAMILY CHARITABLE FOUNDATION is 86-3402974.
- Is SMITH FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SMITH FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMITH FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of SMITH FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does SMITH FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $161,227, expenses of $130,377 and total assets of $2,052,595 at year end.
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All nonprofits in LEESBURG · Virginia · Philanthropy, voluntarism and grantmaking foundations