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Nonprofit · EIN 99-6098354

BETTY AND FRED HARDY CHARITABLE TR

Also known as KEVIN J SMITH TTEE

Tax-exempt · VALLEY FORGE, PA 19482

Financials

$2.1M$211K2024$59K$153K2025
Revenue Expenses · by fiscal year end
Financials of BETTY AND FRED HARDY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$58,622$152,670-$94,048$1,834,653$0$1,834,653
December 31, 2024990-PF$2,141,249$211,374$1,929,875$1,927,836$0$1,927,836
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$58,538
Other income
$84

Expenses

Grants and similar amounts paid
$107,217
Compensation of officers, directors and key employees
$13,210
Disbursements for charitable purposes
$120,427
Excise tax on investment income
$720

Balance sheet and other

Total assets, start of year
$1,927,836
Total assets, end of year
$1,834,653
Total liabilities, end of year
$0
Net assets, end of year
$1,834,653
Fair market value of assets
$2,053,047
Qualifying distributions
$120,427
Net investment income
$58,538

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.

NameTitleHours / weekCompensation
KEVIN SMITH
423 E GAYWOOD DR, HOUSTON, TX 77079
CO-TRUSTEE2$8,555
VANGUARD NATIONAL TRUST CO
PO BOX 709, VALLEY FORGE, PA 19482
TRUSTEE2$4,655
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
VANGUARD NATIONAL TRUST CO
PO BOX 709, VALLEY FORGE, PA 19482
TRUSTEE2$0

Address and contacts

Address (IRS master file)
PO BOX 709, VALLEY FORGE, PA 19482-0709
Signed the 990-PF
TRUST OFFICER, Trust Officer
Phone
(800) 567-5163
Return prepared by
ERNST & YOUNG US LLP

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-6098354
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,834,653
Income (IRS master file)
$58,622

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$58,622$152,670$1,834,653XML
990-PFDecember 2024$2,141,249$211,374$1,927,836IRS

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 99-6098354).

Questions about BETTY AND FRED HARDY CHARITABLE TR

What is the EIN of BETTY AND FRED HARDY CHARITABLE TR?
The employer identification number (EIN) of BETTY AND FRED HARDY CHARITABLE TR is 99-6098354.
Is BETTY AND FRED HARDY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to BETTY AND FRED HARDY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BETTY AND FRED HARDY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BETTY AND FRED HARDY CHARITABLE TR 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 BETTY AND FRED HARDY CHARITABLE TR 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 BETTY AND FRED HARDY CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $8,555 (KEVIN SMITH, CO-TRUSTEE).
How much revenue does BETTY AND FRED HARDY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $58,622, expenses of $152,670 and total assets of $1,834,653 at year end.

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