Nonprofit · EIN 99-3372189
SMITH FAMILY HERITAGE FOUNDATION
Tax-exempt · ROARING SPG, PA 16673
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,398,665 | $13,211 | $13,385,454 | $13,417,609 | $0 | $13,417,609 |
| December 31, 2024 | 990-PF | $56,991 | $3,606 | $53,385 | $53,385 | $0 | $53,385 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $13,396,682
- Interest
- $1,983
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,197
- Excise tax on investment income
- $28
Balance sheet and other
- Total assets, start of year
- $53,385
- Total assets, end of year
- $13,417,609
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,417,609
- Fair market value of assets
- $13,417,609
- Qualifying distributions
- $13,197
- Net investment income
- $1,983
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 |
|---|---|---|---|
| BARRY SMITH 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | CHAIRMAN/PRESIDENT | 1 | $0 |
| KAREN SMITH 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | DIRECTOR | 0.1 | $0 |
| PARKER SHEPLEY 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | DIRECTOR | 0.1 | $0 |
| RICHARD SCHOLTON 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | DIRECTOR | 0.1 | $0 |
| JEFFREY WLAHOFSKY 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | TREASURER (ENTERED 11/25) | 1 | $0 |
| TAMMY ROUDABUSH 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | SECRETARY/TREASURER (EXIT 9/25) | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY SMITH 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | CHAIRMAN/PRESIDENT | 1 | $0 |
| KAREN SMITH 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | DIRECTOR | 0.1 | $0 |
| PARKER SHEPLEY 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | DIRECTOR | 0.1 | $0 |
| TAMMY ROUDABUSH 7351 WOODBURY PIKE, ROARING SPRING, PA 16673 | SECRETARY/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 108, ROARING SPG, PA 16673-0108
- Signed the 990-PF
- JEFFREY A WLAHOFSKY, TREASURER
- Phone
- (814) 729-7042
- Return prepared by
- SCHNEIDER DOWNS & CO INC
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 | Check at the IRS |
IRS record
- EIN
- 99-3372189
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A54)
- Assets (IRS master file)
- $13,417,609
- Income (IRS master file)
- $13,398,665
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,398,665 | $13,211 | $13,417,609 | XML |
| 990-PF | December 2024 | $56,991 | $3,606 | $53,385 | 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 99-3372189).
Questions about SMITH FAMILY HERITAGE FOUNDATION
- What is the EIN of SMITH FAMILY HERITAGE FOUNDATION?
- The employer identification number (EIN) of SMITH FAMILY HERITAGE FOUNDATION is 99-3372189.
- Is SMITH FAMILY HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to SMITH FAMILY HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does SMITH FAMILY HERITAGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH FAMILY HERITAGE 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 SMITH FAMILY HERITAGE 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 SMITH FAMILY HERITAGE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SMITH FAMILY HERITAGE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,398,665, expenses of $13,211 and total assets of $13,417,609 at year end.
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