Nonprofit · EIN 99-3490220
MADISON J SMALLWOOD FOUNDATION
Tax-exempt · MONROE, OH 45050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $17,709 | $5,946 | $11,763 | $13,063 | $0 | $13,063 |
| June 30, 2024 | 990-PF | $1,300 | $0 | $1,300 | $1,300 | $0 | $1,300 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $17,625
- Interest
- $84
Expenses
- Grants and similar amounts paid
- $4,975
- Disbursements for charitable purposes
- $4,975
Balance sheet and other
- Total assets, start of year
- $1,300
- Total assets, end of year
- $13,063
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,063
- Qualifying distributions
- $4,975
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori Smallwood 45 Ridge Wood Dr, Monroe, OH 45050 | President | 1 | $0 |
| Shannah Morris 6645 Ashe Knoll, Liberty Township, OH 45011 | Vice President | 1 | $0 |
| Emily Praeter 3720 Wilmington Dayton Rd, Bellbrook, OH 45305 | Treasurer | 1 | $0 |
| Emily Tilton 45 Churchhill Manor Ct, Middletown, OH 45044 | Secretary | 1 | $0 |
| April Gerken 5215 Welney Run, Liberty Township, OH 45044 | Director of Commun | 0 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI SMALLWOOD 45 RIDGE WOOD DR, MONROE, OH 45050 | PRESIDENT | 1 | $0 |
| SHANNAH MORRIS 6645 ASHE KNL, LIBERTY TSP, OH 45011 | VICE PRESIDE | 1 | $0 |
| EMILY PRAETER 3720 WILMINGTON DAYTON RD, BELLBROOK, OH 45305 | TREASURER | 1 | $0 |
| EMILY TILTON 45 CHURCHHILL MANOR CT, MIDDLETOWN, OH 45044 | SECRETARY | 1 | $0 |
| APRIL GERKEN 5215 WELNEY RUN, LIBERTY TSP, OH 45044 | DIRECTOR OF | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 45 RIDGE WOOD DR, MONROE, OH 45050-1093
- In care of
- % LORI SMALLWOOD
- Signed the 990-PF
- Lori Smallwood, President
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-PF on file |
IRS record
- EIN
- 99-3490220
- 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
- 2024
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,063
- Income (IRS master file)
- $17,709
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $17,709 | $5,946 | $13,063 | XML |
| 990-PF | June 2024 | $1,300 | $0 | $1,300 | XML |
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 99-3490220).
Questions about MADISON J SMALLWOOD FOUNDATION
- What is the EIN of MADISON J SMALLWOOD FOUNDATION?
- The employer identification number (EIN) of MADISON J SMALLWOOD FOUNDATION is 99-3490220.
- Is MADISON J SMALLWOOD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to MADISON J SMALLWOOD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MADISON J SMALLWOOD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MADISON J SMALLWOOD FOUNDATION 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 MADISON J SMALLWOOD FOUNDATION 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 MADISON J SMALLWOOD FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MADISON J SMALLWOOD FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $17,709, expenses of $5,946 and total assets of $13,063 at year end.
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