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EIN 90-0587749

Smith Foundation - Trustee

IRS 501(c) type
501(c)(92)
Num. employees
1
City
Orlando
State
Florida
Year formed
Most recent tax filings
2023-12-01
NTEE code, primary
Z99: Unknown
Description
The Smith Foundation is a private foundation that primarily funds in support of its mission. The purpose of the charitable trust is to provide donations of cash to various charitable organizations de. Grantees include University Of Kentucky and others. Made 25 grants last year. Nonprofit type is private foundation. Located in Lexington, KY.
Also known as...
Smith Foundation; Edward P and Mary Klein Smith Charitable Trust; Edward P and Mary Klein Smith
Total revenues
$327,274
2023
Total expenses
$1,196,515
2023
Total assets
$12,365,155
2023
Num. employees
1
2023

Program areas at Smith Foundation - Trustee

The charitable trust is a former split interest trust set up to provide donations of cash to various charitable organizations designated by the donors. The interst, dividends and capital gains earned are used to make the annual donations.
Same as above
Same as above

Grants made by Smith Foundation - Trustee

GranteeGrant descriptionAmount
University of the Cumberlands (UC)General Operating$90,974
Crystal Cathedral MinistriesGeneral Operating$45,487
Alzheimer's AssociationGeneral Operating$36,390
...and 5 more grants made

Personnel at Smith Foundation - Trustee

NameTitleCompensation
By Zachary BrienVice President , Regional Trust Adv
Truist BankDirector$117,732

Financials for Smith Foundation - Trustee

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$385,164
Net rental income$0
Net gain from sale of non-inventory assets$-57,890
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$327,274

Form 990s for Smith Foundation - Trustee

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-19990PFView PDF
2022-122023-10-04990PFView PDF
2021-122023-04-04990PFView PDF
2020-122021-11-09990PFView PDF
2019-122021-06-03990PFView PDF
...and 7 more Form 990s
Data update history
December 4, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 15, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 9, 2023
Used new vendors
Identified 1 new vendor, including
August 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
July 27, 2022
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizations
Issues
No issues found
Characteristics
Provides grantsPartially liquidated
General information
Address
PO Box 919798
Orlando, FL 32891
County
Orange County, FL
Phone
(407) 237-5986
IRS details
EIN
90-0587749
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Z99: Z99
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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