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Nonprofit · EIN 94-6622075

MAY AND STANLEY SMITH CHARITABLE TRUST

Tax-exempt · LARKSPUR, CA 94939

Financials

$26.8M$29.5M2024
Revenue Expenses · by fiscal year end
Financials of MAY AND STANLEY SMITH CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$26,800,622$29,465,444-$2,664,822$456,083,110$9,430,406$446,652,704
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$10,650,185
Net gain from sales of assets
$15,986,529
Other income
$163,908

Expenses

Grants and similar amounts paid
$19,559,226
Compensation of officers, directors and key employees
$808,177
Salaries, compensation and benefits (total)
$1,241,316
Disbursements for charitable purposes
$22,055,239
Excise tax on investment income
$376,479

Balance sheet and other

Total assets, start of year
$428,997,341
Total assets, end of year
$456,083,110
Total liabilities, end of year
$9,430,406
Net assets, end of year
$446,652,704
Fair market value of assets
$456,083,110
Qualifying distributions
$22,055,239
Net investment income
$9,411,975

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 / weekCompensationOther / benefits
WILLIAM SMITH
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
CEO40$433,177$60,678
AMY FREEMAN
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
DIRECTOR OF PROGRAMS
Highest-paid employee
40$215,316$42,536
DANIEL GAFF
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
DIRECTOR OF GRANTS M
Highest-paid employee
40$185,887$29,825
ELISABETH CUTLER
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
SENIOR PROGRAM OFFIC
Highest-paid employee
40$174,132$30,958
KELLY KENT
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
SENIOR PROGRAM OFFIC
Highest-paid employee
40$165,039$28,942
JEANINE DALLAMORA ALPERT
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
PROGRAMS
Highest-paid employee
40$152,960$59,367
RUTH M COLLINS
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
TRUSTEE10$125,000$0
DAVID C CUNEO
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
TRUSTEE10$125,000$0
DANIEL F PIOMBO
101 LARKSPUR LANDING CIRCLE SUITE, 223, LARKSPUR, CA 94939
TRUSTEE10$125,000$0

Address and contacts

Address (IRS master file)
101 LARKSPUR LNDG CIRCLE SUITE 223, LARKSPUR, CA 94939-1750
In care of
% ADMINITRUST LLC
Signed the 990-PF
RUTH M COLLINS, TRUSTEE
Phone
(415) 332-0166
Return prepared by
CALEGARI & MORRIS ACCOUNTANTS

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
94-6622075
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$456,083,110
Income (IRS master file)
$109,444,508

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$10,032,248$28,173,568$428,997,341IRS
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-TDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MAY AND STANLEY SMITH CHARITABLE TRUST

What is the EIN of MAY AND STANLEY SMITH CHARITABLE TRUST?
The employer identification number (EIN) of MAY AND STANLEY SMITH CHARITABLE TRUST is 94-6622075.
Is MAY AND STANLEY SMITH CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to MAY AND STANLEY SMITH CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MAY AND STANLEY SMITH CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of MAY AND STANLEY SMITH CHARITABLE TRUST 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 MAY AND STANLEY SMITH CHARITABLE TRUST 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 MAY AND STANLEY SMITH CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2024 lists 9 people; 9 received compensation from the organization, the highest $433,177 (WILLIAM SMITH, CEO).
How much revenue does MAY AND STANLEY SMITH CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,800,622, expenses of $29,465,444 and total assets of $456,083,110 at year end.

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