Stephen S And Dolores R Smith Foundation

Lower Gwynedd, PA
Tax-exempt since March 2000
EIN: 23-3019893

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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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$468k (2023)

Expenses

$215k (2023)

Total Assets

$1.07M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$467,983

Expenses

$215,008

Net Income

$252,975

Net Assets

$1,066,285

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,788	6.2%
Sales of Assets	$439,195	93.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,008	100%
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	$1,066,285
Total Liabilities	$0
Net Assets	$1,066,285

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$849,648

Expenses

$315,666

Net Income

$533,982

Net Assets

$813,310

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$709,783	83.5%
Interest Revenue	$0
Dividends	$15,444	1.8%
Sales of Assets	$124,421	14.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$315,666	100%
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	$813,310
Total Liabilities	$0
Net Assets	$813,310

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 13, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$318,388

Expenses

$245,102

Net Income

$73,286

Net Assets

$661,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$181,001	56.8%
Interest Revenue	$0
Dividends	$12,679	4.0%
Sales of Assets	$124,708	39.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,092	100.0%
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	$661,037
Total Liabilities	$0
Net Assets	$661,037

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 14, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$341,019

Expenses

$625,973

Net Income

-$284,954

Net Assets

$739,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,379	3.9%
Sales of Assets	$327,640	96.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$625,963	100.0%
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	$739,630
Total Liabilities	$1
Net Assets	$739,629

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$26,704

Expenses

$238,915

Net Income

-$212,211

Net Assets

$1,024,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,334	72.4%
Sales of Assets	$7,370	27.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$238,905	100.0%
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	$1,024,584
Total Liabilities	$1
Net Assets	$1,024,583

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$666,763

Expenses

$262,464

Net Income

$404,299

Net Assets

$1,236,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$58,608	8.8%
Interest Revenue	$0
Dividends	$18,518	2.8%
Sales of Assets	$589,637	88.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,812	99.8%
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	$1,236,795
Total Liabilities	$0
Net Assets	$1,236,795

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$171,277

Expenses

$245,450

Net Income

-$74,173

Net Assets

$853,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,289	10.7%
Sales of Assets	$151,347	88.4%
Other Income	$1,641	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,202	99.9%
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	$853,448
Total Liabilities	$0
Net Assets	$853,448

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$997,654

Expenses

$857,592

Net Income

$140,062

Net Assets

$927,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$460,752	46.2%
Interest Revenue	$0
Dividends	$19,025	1.9%
Sales of Assets	$517,299	51.9%
Other Income	$578	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$857,358	100.0%
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	$927,621
Total Liabilities	$0
Net Assets	$927,621

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Sept. 25, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$849,297

Expenses

$789,990

Net Income

$59,307

Net Assets

$787,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$385,398	45.4%
Interest Revenue	$0
Dividends	$18,521	2.2%
Sales of Assets	$445,378	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$780,559	98.8%
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	$787,559
Total Liabilities	$0
Net Assets	$787,559

Compensation

Key Employees and Officers	Compensation	Other
Stephen S Smith (President)	$0	$0
Dolores R Smith (Secretary Treasurer)	$0	$0

990-PF

Filed on Nov. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,041,428

Expenses

$929,000

Net Income

$112,428

Net Assets

$728,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$540,193	51.9%
Interest Revenue	$0
Dividends	$16,362	1.6%
Sales of Assets	$484,873	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$928,984	100.0%
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	$728,252
Total Liabilities	$0
Net Assets	$728,252

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$404,812

Expenses

$186,345

Net Income

$218,467

Net Assets

$615,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$340,052	84.0%
Interest Revenue	$0
Dividends	$7,015	1.7%
Sales of Assets	$57,745	14.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,173	99.9%
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	$615,824
Total Liabilities	$0
Net Assets	$615,824

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$347,710

Expenses

$219,156

Net Income

$128,554

Net Assets

$397,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$292,474	84.1%
Interest Revenue	$0
Dividends	$6,480	1.9%
Sales of Assets	$48,756	14.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,136	100.0%
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	$397,357
Total Liabilities	$0
Net Assets	$397,357

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$669,758

Expenses

$1,037,319

Net Income

-$367,561

Net Assets

$268,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$377,335	56.3%
Interest Revenue	$0
Dividends	$6,187	0.9%
Sales of Assets	$286,236	42.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,036,926	100.0%
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	$268,803
Total Liabilities	$0
Net Assets	$268,803

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Stephen S And Dolores R Smith Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $468k (2023)

Expenses $215k (2023)

Total Assets $1.07M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$468k (2023)

Expenses

$215k (2023)

Total Assets

$1.07M (2023)

Total Liabilities

$0 (2023)

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

Fiscal Year Ending Dec.
2005

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2003

Fiscal Year Ending Dec.
2002