Nonprofit · EIN 94-2476170
DAVID E SMITH FAMILY FOUNDATION INC
Tax-exempt · SANTA ROSA, CA 95405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $6,129 | $50,819 | -$44,690 | $1,037,463 | $0 | $1,037,463 |
| June 30, 2024 | 990 | $24,201 | $51,680 | -$27,479 | $1,077,718 | $0 | $1,077,718 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $4,057
- Interest
- $2,951
- Other income
- -$879
Expenses
- Grants and similar amounts paid
- $26,882
- Compensation of officers, directors and key employees
- $7,383
- Disbursements for charitable purposes
- $50,101
- Excise tax on investment income
- $72
Balance sheet and other
- Total assets, start of year
- $1,077,718
- Total assets, end of year
- $1,037,463
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,037,463
- Fair market value of assets
- $1,037,463
- Qualifying distributions
- $50,101
- Net investment income
- $6,129
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| D SMITH MD 8075 WHITED ROAD, SEBASTOPOL, CA 95472 | President | 2 | $0 | – |
| A SMITH 8075 WHITED ROAD, SEBASTOPOL, CA 95472 | Secretary | 2 | $0 | – |
| R FRANK 8075 WHITED ROAD, SEBASTOPOL, CA 95472 | VP/CEO/TREAS. | 5 | $0 | $7,383 |
| P FRANK 8075 WHITED ROAD, SEBASTOPOL, CA 95472 | Director | 2 | $0 | – |
| M Hayes 8075 WHITED ROAD, Sebastopol, CA 95472 | Director | 2 | $0 | – |
| J Smith 8075 WHITED ROAD, Sebastopol, CA 95472 | Director | 2 | $0 | – |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| R FRANK | VP/CEO/TREAS. Trustee or director, Officer | 5 | $0 | $5,806 |
| D SMITH MD | President Trustee or director, Officer | 2 | $0 | $0 |
| A SMITH | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| P FRANK | Director Trustee or director | 2 | $0 | $0 |
| M Hayes | Director Trustee or director | 2 | $0 | $0 |
| J Smith | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3908 ROCK SPRINGS DR, SANTA ROSA, CA 95405-5564
- Signed the 990-PF
- R FRANK, VP/TREASURER
- Phone
- (707) 823-6818
- Return prepared by
- VM ACCOUNTING SERVICES
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2476170 or by the name DAVID E SMITH FAMILY FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2476170
- 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
- 1979
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $1,037,463
- Income (IRS master file)
- $6,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $6,129 | $50,819 | $1,037,463 | XML |
| 990 | June 2024 | $24,201 | $51,680 | $1,077,718 | XML |
| 990 | June 2023 | $107,288 | $60,844 | $1,109,455 | IRS |
| 990 | June 2022 | $15,190 | $41,769 | $1,058,669 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 94-2476170).
Questions about DAVID E SMITH FAMILY FOUNDATION INC
- What is the EIN of DAVID E SMITH FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DAVID E SMITH FAMILY FOUNDATION INC is 94-2476170.
- Is DAVID E SMITH FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to DAVID E SMITH FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID E SMITH FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID E SMITH FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID E 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 June 2025.
- Who are the officers and directors of DAVID E SMITH FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does DAVID E SMITH FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,129, expenses of $50,819 and total assets of $1,037,463 at year end.
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