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Shirley A Smith Revocable 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$187k (2024)

Expenses
$184k (2024)

Total Assets
$3M (2024)

Total Liabilities
$0 (2024)

Years with missing data
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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$186,991
Expenses
$184,300
Net Income
$2,691
Net Assets
$3,001,509
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $77,037
41.2%
Sales of Assets $109,335
58.5%
Other Income $619
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $159,793
86.7%
Compensation of Officers* $37,643
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,001,509
Total Liabilities $0
Net Assets $3,001,509
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $37,643 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,402
Expenses
$195,663
Net Income
-$66,261
Net Assets
$2,997,839
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,340
57.4%
Sales of Assets $53,946
41.7%
Other Income $1,116
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $173,346
88.6%
Compensation of Officers* $34,189
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,997,839
Total Liabilities $0
Net Assets $2,997,839
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $34,189 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$230,107
Expenses
$206,720
Net Income
$23,387
Net Assets
$3,045,588
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $78,163
34.0%
Sales of Assets $151,944
66.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $172,923
83.7%
Compensation of Officers* $36,167
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,045,588
Total Liabilities $0
Net Assets $3,045,588
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $36,167 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$415,186
Expenses
$192,746
Net Income
$222,440
Net Assets
$3,022,370
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,943
23.1%
Sales of Assets $317,960
76.6%
Other Income $1,283
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $166,741
86.5%
Compensation of Officers* $39,612
20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,022,370
Total Liabilities $0
Net Assets $3,022,370
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $39,612 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$109,122
Expenses
$196,511
Net Income
-$87,389
Net Assets
$2,799,965
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $51,961
47.6%
Sales of Assets $57,161
52.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $173,258
88.2%
Compensation of Officers* $28,265
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,799,966
Total Liabilities $1
Net Assets $2,799,965
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $28,265 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$179,401
Expenses
$174,476
Net Income
$4,925
Net Assets
$2,887,353
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $67,782
37.8%
Sales of Assets $110,439
61.6%
Other Income $1,180
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,986
88.3%
Compensation of Officers* $28,662
16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,887,354
Total Liabilities $1
Net Assets $2,887,353
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $28,662 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,765
Expenses
$201,508
Net Income
$26,257
Net Assets
$2,882,429
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $75,117
33.0%
Sales of Assets $152,648
67.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $174,956
86.8%
Compensation of Officers* $29,649
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,882,429
Total Liabilities $0
Net Assets $2,882,429
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee See Attached) $29,649 $0

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$181,632
Expenses
$208,617
Net Income
-$26,985
Net Assets
$2,902,055
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $41,916
23.1%
Sales of Assets $139,716
76.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $176,238
84.5%
Compensation of Officers* $29,673
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,902,055
Total Liabilities $0
Net Assets $2,902,055

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$491,845
Expenses
$203,926
Net Income
$287,919
Net Assets
$2,929,040
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $98,379
20.0%
Sales of Assets $393,589
80.0%
Other Income -$123
Notable Expenses Percent of Total Expenses
Charitable Disbursements $175,199
85.9%
Compensation of Officers* $27,408
13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,929,040
Total Liabilities $0
Net Assets $2,929,040

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$295,584
Expenses
$169,056
Net Income
$126,528
Net Assets
$2,636,572
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $78,899
26.7%
Sales of Assets $215,448
72.9%
Other Income $1,237
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,103
91.7%
Compensation of Officers* $21,098
12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,636,572
Total Liabilities $0
Net Assets $2,636,572

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,921
Expenses
$372,607
Net Income
-$308,686
Net Assets
$2,506,632
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,922
75.0%
Sales of Assets $15,999
25.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $355,132
95.3%
Compensation of Officers* $21,174
5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,506,632
Total Liabilities $0
Net Assets $2,506,632

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,497
Expenses
$22,112
Net Income
$114,385
Net Assets
$2,814,960
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $40,618
29.8%
Sales of Assets $95,879
70.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,236
37.2%
Compensation of Officers* $20,589
93.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,814,960
Total Liabilities $0
Net Assets $2,814,960

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2004

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 Dec.
2003

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

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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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