Daniel P Smith Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,723
Expenses
$23,317
Net Income
-$12,594
Net Assets
$300,616
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,720
> 100%
Sales of Assets -$1,997
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,467
74.9%
Compensation of Officers* $8,064
34.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $300,616
Total Liabilities $0
Net Assets $300,616
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $8,064 $0

Document Links

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,934
Expenses
$21,369
Net Income
-$5,435
Net Assets
$313,206
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,999
75.3%
Sales of Assets $3,935
24.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,859
97.6%
Compensation of Officers* $4,629
21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $313,206
Total Liabilities $0
Net Assets $313,206
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $4,629 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,705
Expenses
$25,705
Net Income
-$3,000
Net Assets
$319,169
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,606
59.9%
Sales of Assets $8,751
38.5%
Other Income $348
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,593
80.1%
Compensation of Officers* $7,006
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $319,169
Total Liabilities $0
Net Assets $319,169
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $7,006 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,833
Expenses
$24,794
Net Income
-$9,961
Net Assets
$322,166
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,979
87.5%
Sales of Assets $1,853
12.5%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,204
73.4%
Compensation of Officers* $8,039
32.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $322,166
Total Liabilities $0
Net Assets $322,166
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $8,039 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,029
Expenses
$17,928
Net Income
$8,101
Net Assets
$332,166
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,796
30.0%
Sales of Assets $18,218
70.0%
Other Income $15
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,789
99.2%
Compensation of Officers* $4,527
25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $332,166
Total Liabilities $0
Net Assets $332,166
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $4,527 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,147
Expenses
$24,823
Net Income
-$2,676
Net Assets
$324,119
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,819
44.3%
Sales of Assets $12,328
55.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,624
87.1%
Compensation of Officers* $4,825
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $324,120
Total Liabilities $1
Net Assets $324,119
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $4,825 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,042
Expenses
$26,749
Net Income
-$1,707
Net Assets
$326,807
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,228
40.8%
Sales of Assets $14,814
59.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,436
83.9%
Compensation of Officers* $6,290
23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $326,807
Total Liabilities $0
Net Assets $326,807

Document Links

Fiscal Year Ending Aug.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,020
Expenses
$28,243
Net Income
-$2,223
Net Assets
$347,704
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,777
41.4%
Sales of Assets $11,874
45.6%
Other Income $3,369
12.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,590
72.9%
Compensation of Officers* $9,170
32.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $347,704
Total Liabilities $0
Net Assets $347,704

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,151
Expenses
$30,405
Net Income
-$3,254
Net Assets
$348,804
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,366
34.5%
Sales of Assets $17,419
64.2%
Other Income $366
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,201
69.7%
Compensation of Officers* $11,612
38.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $348,804
Total Liabilities $0
Net Assets $348,804

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,901
Expenses
$21,021
Net Income
$880
Net Assets
$352,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,025
41.2%
Sales of Assets $12,876
58.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,454
83.0%
Compensation of Officers* $4,577
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $352,240
Total Liabilities $0
Net Assets $352,240

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,458
Expenses
$31,384
Net Income
-$21,926
Net Assets
$351,359
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,107
96.3%
Sales of Assets $351
3.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,142
70.6%
Compensation of Officers* $11,295
36.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $351,359
Total Liabilities $0
Net Assets $351,359

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,807
Expenses
$19,569
Net Income
$16,238
Net Assets
$373,199
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.0%
Dividends $8,923
24.9%
Sales of Assets $26,873
75.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,839
86.0%
Compensation of Officers* $3,552
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $373,200
Total Liabilities $1
Net Assets $373,199

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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