Roy W Smith Charitable Foundation Inc

Orange, CA
Tax-exempt since July 2006
EIN: 20-2071882

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

−$24.1k (2024)

Expenses

$181k (2024)

Total Assets

$678k (2024)

Total Liabilities

$7.04k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

-$24,139

Expenses

$181,146

Net Income

-$205,285

Net Assets

$671,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$538
Dividends	$34,397
Sales of Assets	-$55,416
Other Income	-$3,658

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,350	6.8%
Compensation of Officers*	$138,522	76.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$678,487
Total Liabilities	$7,044
Net Assets	$671,443

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$128,174	$0
Erin Jett (Vice President)	$10,348	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on Nov. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$136,998

Expenses

$188,929

Net Income

-$51,931

Net Assets

$1,450,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$784	0.6%
Dividends	$44,418	32.4%
Sales of Assets	$87,590	63.9%
Other Income	$4,206	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,500	3.4%
Compensation of Officers*	$128,174	67.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,450,666
Total Liabilities	$0
Net Assets	$1,450,666

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$128,174	$0
Randall Hagar (Vice President)	$0	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on Nov. 4, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$37,857

Expenses

$246,364

Net Income

-$208,507

Net Assets

$1,451,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,587	6.8%
Dividends	$29,353	77.5%
Sales of Assets	$818	2.2%
Other Income	$5,099	13.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,500	27.8%
Compensation of Officers*	$136,721	55.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,451,803
Total Liabilities	$0
Net Assets	$1,451,803

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$128,174	$0
Randall Hagar (Vice President)	$8,547	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on Nov. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$66,326

Expenses

$231,202

Net Income

-$164,876

Net Assets

$1,579,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,491	12.8%
Dividends	$26,162	39.4%
Sales of Assets	$12,314	18.6%
Other Income	$19,359	29.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	23.8%
Compensation of Officers*	$125,774	54.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,579,996
Total Liabilities	$0
Net Assets	$1,579,996

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$125,774	$0
Randall Hagar (Vice President)	$0	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$36,857

Expenses

$243,899

Net Income

-$207,042

Net Assets

$1,659,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,777	99.8%
Dividends	$0
Sales of Assets	$8,046	21.8%
Other Income	-$7,966

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,500	28.9%
Compensation of Officers*	$123,585	50.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,659,394
Total Liabilities	$1
Net Assets	$1,659,393

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$123,585	$0
Randall Hagar (Vice President)	$0	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$46,777

Expenses

$313,074

Net Income

-$266,297

Net Assets

$1,765,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,835	> 100%
Sales of Assets	$0
Other Income	-$6,771

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,186	45.7%
Compensation of Officers*	$126,782	40.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,768,293
Total Liabilities	$3,200
Net Assets	$1,765,093

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$118,642	$0
Randall Hagar (Vice President)	$8,140	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$92,165

Expenses

$303,638

Net Income

-$211,473

Net Assets

$1,998,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,718	73.5%
Sales of Assets	$33,582	36.4%
Other Income	-$9,135

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,594	43.3%
Compensation of Officers*	$126,783	41.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,001,474
Total Liabilities	$3,200
Net Assets	$1,998,274

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$118,642	$0
Randall Hagar (Vice President)	$8,141	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on Nov. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$104,759

Expenses

$296,921

Net Income

-$192,162

Net Assets

$2,290,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78	0.1%
Dividends	$79,484	75.9%
Sales of Assets	$36,981	35.3%
Other Income	-$11,784

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,589	40.3%
Compensation of Officers*	$126,782	42.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,293,947
Total Liabilities	$3,200
Net Assets	$2,290,747

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$118,642	$0
Randall Hagar (Vice President)	$8,140	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on Oct. 25, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$106,914

Expenses

$311,166

Net Income

-$204,252

Net Assets

$2,392,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$48,996	45.8%
Sales of Assets	$57,902	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,643	42.0%
Compensation of Officers*	$126,656	40.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,396,141
Total Liabilities	$3,196
Net Assets	$2,392,945

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$118,642	$0
Randall Hagar (Vice President)	$7,894	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$75,960

Expenses

$307,896

Net Income

-$231,936

Net Assets

$2,510,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$47,009	61.9%
Sales of Assets	$28,940	38.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,841	40.9%
Compensation of Officers*	$123,353	40.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,514,170
Total Liabilities	$3,242
Net Assets	$2,510,928

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$115,381	$0
Randall Hagar (Vice President)	$7,972	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$225,036

Expenses

$312,606

Net Income

-$87,570

Net Assets

$2,742,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$56,698	25.2%
Sales of Assets	$168,334	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,769	46.3%
Compensation of Officers*	$113,872	36.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,746,014
Total Liabilities	$3,150
Net Assets	$2,742,864

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$106,476	$0
Randall Hagar (Vice President)	$7,396	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2013

Revenue

$155,057

Expenses

$332,319

Net Income

-$177,262

Net Assets

$2,830,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$56,694	36.6%
Sales of Assets	$90,215	58.2%
Other Income	$8,143	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,650	49.5%
Compensation of Officers*	$105,365	31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,833,416
Total Liabilities	$2,982
Net Assets	$2,830,434

Compensation

Key Employees and Officers	Compensation	Other
Carla Jacobs (President)	$98,600	$0
Randall Hagar (Vice President)	$6,765	$0
Brian Jacobs (Treasurer)	$0	$0

990-PF

Filed on May 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$161,646

Expenses

$340,455

Net Income

-$178,809

Net Assets

$3,007,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$70,082	43.4%
Sales of Assets	$91,544	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,390	50.0%
Compensation of Officers*	$102,795	30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,010,025
Total Liabilities	$2,329
Net Assets	$3,007,696

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$137,393

Expenses

$296,749

Net Income

-$159,356

Net Assets

$3,186,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,281	89.7%
Sales of Assets	$14,112	10.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,327	48.0%
Compensation of Officers*	$99,151	33.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,187,751
Total Liabilities	$1,246
Net Assets	$3,186,505

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated January 26, 2026

Roy W Smith Charitable Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$24.1k (2024)

Expenses $181k (2024)

Total Assets $678k (2024)

Total Liabilities $7.04k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

−$24.1k (2024)

Expenses

$181k (2024)

Total Assets

$678k (2024)

Total Liabilities

$7.04k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006