The Paul And Anne Smiy Family Foundation

Smiy Paul R Ttee

Chesterfield, VA
Tax-exempt since July 1997
EIN: 23-2905105

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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

$278k (2024)

Expenses

$284k (2024)

Total Assets

$4.95M (2024)

Total Liabilities

$0 (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 June
2024

Revenue

$278,127

Expenses

$283,737

Net Income

-$5,610

Net Assets

$4,949,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,538	3.8%
Dividends	$120,528	43.3%
Sales of Assets	$147,061	52.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,536	85.5%
Compensation of Officers*	$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	$4,949,439
Total Liabilities	$0
Net Assets	$4,949,439

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0
Patricia A Smiy (Trustee)	$0	$0
Linda M Turner (Trustee)	$0	$0
David P Smiy Jr (Trustee)	$0	$0
Allison Williams (Trustee)	$0	$0

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990-PF

Filed on Oct. 25, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$568,872

Expenses

$287,585

Net Income

$281,287

Net Assets

$4,955,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,684	0.8%
Dividends	$110,640	19.4%
Sales of Assets	$453,548	79.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,450	82.6%
Compensation of Officers*	$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	$4,955,049
Total Liabilities	$0
Net Assets	$4,955,049

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0
Patricia A Smiy (Trustee)	$0	$0
Linda M Turner (Trustee)	$0	$0
David P Smiy Jr (Trustee)	$0	$0
Allison Williams (Trustee)	$0	$0

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990-PF

Filed on Oct. 27, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$365,056

Expenses

$335,935

Net Income

$29,121

Net Assets

$4,673,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90	0.0%
Dividends	$105,119	28.8%
Sales of Assets	$259,847	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$304,490	90.6%
Compensation of Officers*	$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	$4,673,762
Total Liabilities	$0
Net Assets	$4,673,762

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$805,301

Expenses

$337,074

Net Income

$468,227

Net Assets

$4,644,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$566,322	70.3%
Interest Revenue	$34	0.0%
Dividends	$99,560	12.4%
Sales of Assets	$139,385	17.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$299,692	88.9%
Compensation of Officers*	$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	$4,644,641
Total Liabilities	$1
Net Assets	$4,644,640

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2021

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

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Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$356,996

Expenses

$249,131

Net Income

$107,865

Net Assets

$4,176,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,442	0.4%
Dividends	$98,476	27.6%
Sales of Assets	$257,078	72.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,457	87.3%
Compensation of Officers*	$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	$4,176,414
Total Liabilities	$1
Net Assets	$4,176,413

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$286,911

Expenses

$246,993

Net Income

$39,918

Net Assets

$4,068,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,808	0.6%
Dividends	$124,661	43.4%
Sales of Assets	$160,442	55.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,026	83.0%
Compensation of Officers*	$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	$4,068,549
Total Liabilities	$0
Net Assets	$4,068,549

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0

990-PF

Filed on Oct. 28, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$573,735

Expenses

$253,235

Net Income

$320,500

Net Assets

$4,028,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,570	0.3%
Dividends	$102,046	17.8%
Sales of Assets	$470,119	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,091	88.5%
Compensation of Officers*	$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	$4,028,631
Total Liabilities	$0
Net Assets	$4,028,631

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$126,365

Expenses

$261,614

Net Income

-$135,249

Net Assets

$3,708,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,775	4.6%
Dividends	$102,227	80.9%
Sales of Assets	$18,341	14.5%
Other Income	$22	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$233,606	89.3%
Compensation of Officers*	$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	$3,708,131
Total Liabilities	$0
Net Assets	$3,708,131

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$172,725

Expenses

$343,841

Net Income

-$171,116

Net Assets

$3,843,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,612	5.0%
Dividends	$108,792	63.0%
Sales of Assets	$55,185	31.9%
Other Income	$136	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$239,856	69.8%
Compensation of Officers*	$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	$3,843,380
Total Liabilities	$0
Net Assets	$3,843,380

Compensation

Key Employees and Officers	Compensation	Other
David P Smiy (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$2,926,322

Expenses

$435,745

Net Income

$2,490,577

Net Assets

$4,014,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,649,307	90.5%
Interest Revenue	$23,721	0.8%
Dividends	$94,108	3.2%
Sales of Assets	$159,115	5.4%
Other Income	$71	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$408,074	93.6%
Compensation of Officers*	$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	$4,014,496
Total Liabilities	$0
Net Assets	$4,014,496

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2014

Revenue

$64,925

Expenses

$38,127

Net Income

$26,798

Net Assets

$1,511,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,285	22.0%
Interest Revenue	$21	0.0%
Dividends	$51,314	79.0%
Sales of Assets	$0
Other Income	$136	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,963	65.5%
Compensation of Officers*	$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	$1,511,606
Total Liabilities	$0
Net Assets	$1,511,606

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2013

Revenue

$91,631

Expenses

$42,478

Net Income

$49,153

Net Assets

$1,482,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42	0.0%
Dividends	$42,830	46.7%
Sales of Assets	$40,640	44.4%
Other Income	$8,119	8.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,103	75.6%
Compensation of Officers*	$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	$1,482,019
Total Liabilities	$0
Net Assets	$1,482,019

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2012

Revenue

$47,957

Expenses

$61,034

Net Income

-$13,077

Net Assets

$1,432,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,616	47.2%
Dividends	$21,605	45.1%
Sales of Assets	$0
Other Income	$6,953	14.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,979	83.5%
Compensation of Officers*	$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	$1,432,866
Total Liabilities	$0
Net Assets	$1,432,866

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2011

Revenue

$42,647

Expenses

$74,371

Net Income

-$31,724

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50	0.1%
Dividends	$45,390	> 100%
Sales of Assets	$0
Other Income	$3,177	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,805	85.8%
Compensation of Officers*	$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	$0
Total Liabilities	$0
Net Assets	$0

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

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The Paul And Anne Smiy Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $278k (2024)

Expenses $284k (2024)

Total Assets $4.95M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$278k (2024)

Expenses

$284k (2024)

Total Assets

$4.95M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2001