Skip to main content

Nonprofit · EIN 95-6045384

LON V SMITH FOUNDATION

Tax-exempt · BEVERLY HILLS, CA 90210

Financials

$1.1M$1.9M2023$2M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of LON V SMITH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,040,357$1,833,831$206,526$24,100,291$0$24,100,291
December 31, 2023990-PF (amended)$1,061,793$1,864,341-$802,548$23,879,333$0$23,879,333
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,472,165
Interest
$29
Net gain from sales of assets
$229,737
Other income
$338,426

Expenses

Grants and similar amounts paid
$1,532,000
Compensation of officers, directors and key employees
$154,360
Salaries, compensation and benefits (total)
$12,779
Disbursements for charitable purposes
$1,707,557
Excise tax on investment income
$21,998

Balance sheet and other

Total assets, start of year
$23,879,333
Total assets, end of year
$24,100,291
Total liabilities, end of year
$0
Net assets, end of year
$24,100,291
Fair market value of assets
$28,217,638
Qualifying distributions
$1,707,557
Net investment income
$1,701,931

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
Louise Offit
919 20th Street Apt E, Santa Monica, CA 90403
Secretary0$79,110
Stephen A Rados
2316 Naples, Newport Beach, CA 92660
President0$46,850
Lawrence Clark
35 Misty Acres Road, Rolling Hills Estates, CA 90274
Vice President0$9,000
Kirk Wilkinson
3011 Via La Selva, Palos Verdes Estates, CA 90274
Vice President0$9,000
Andrew Waxler
3932 Via Solano, Palos Verdes Estates, CA 90274
President0$8,400
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Louise Offit
919 20th Street Apt E, Santa Monica, CA 90403
Secretary0$76,220
Stephen A Rados
2316 Naples, Newport Beach, CA 92660
President0$46,100
Kirk Wilkinson
3011 Via La Selva, Palos Verdes Estates, CA 90274
Vice President0$9,750
Lawrence Clark
35 Misty Acres Road, Rolling Hills Estates, CA 90274
Vice President0$9,000
Andrew Waxler
3932 Via Solano, Palos Verdes Estates, CA 90274
President0$8,250

Address and contacts

Address (IRS master file)
9440 SANTA MONICA BLVD STE 300, BEVERLY HILLS, CA 90210-4614
Signed the 990-PF
Louise Offit, Secretary
Phone
(310) 276-9306
Return prepared by
BREARD & ASSOCIATES LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6045384 or by the name LON V SMITH FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
95-6045384
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
1955
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$24,100,291
Income (IRS master file)
$3,248,579

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,040,357$1,833,831$24,100,291IRS
990-PFDecember 2023$1,061,793$1,864,341$23,879,333XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 95-6045384).

Questions about LON V SMITH FOUNDATION

What is the EIN of LON V SMITH FOUNDATION?
The employer identification number (EIN) of LON V SMITH FOUNDATION is 95-6045384.
Is LON V SMITH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
Are donations to LON V SMITH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LON V SMITH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LON V SMITH FOUNDATION 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 LON V SMITH FOUNDATION 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 LON V SMITH FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $79,110 (Louise Offit, Secretary).
How much revenue does LON V SMITH FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,040,357, expenses of $1,833,831 and total assets of $24,100,291 at year end.

Other nonprofits in BEVERLY HILLS

All nonprofits in BEVERLY HILLS · California