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Bailey Smith Charitable Tr

Elizabeth Walton Ttee
  • Sayville, NY
  • Tax-exempt since March 2014
  • EIN: 26-6130281

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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$440k (2024)

Expenses
$396k (2024)

Total Assets
$3.69M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2006 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
$440,132
Expenses
$396,069
Net Income
$44,063
Net Assets
$3,693,621
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $88,097
20.0%
Dividends $73,560
16.7%
Sales of Assets $278,475
63.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $345,108
87.1%
Compensation of Officers* $14,808
3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,693,621
Total Liabilities $0
Net Assets $3,693,621
Compensation
Key Employees and Officers Compensation Other
Barbara Spare (Trustee) $7,404 $0
Elizabeth Walton (Trustee) $7,404 $0

Document Links

990-PF
Filed on Sept. 10, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$288,371
Expenses
$383,204
Net Income
-$94,833
Net Assets
$3,649,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $34,594
12.0%
Dividends $71,637
24.8%
Sales of Assets $182,140
63.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $334,966
87.4%
Compensation of Officers* $15,121
3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,652,167
Total Liabilities $2,609
Net Assets $3,649,558
Compensation
Key Employees and Officers Compensation Other
Barbara Spare (Trustee) $0 $0
Elizabeth Walton (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 7, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$212,659
Expenses
$425,722
Net Income
-$213,063
Net Assets
$3,744,391
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28,553
13.4%
Dividends $64,947
30.5%
Sales of Assets $119,159
56.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $369,113
86.7%
Compensation of Officers* $14,857
3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,745,591
Total Liabilities $1,200
Net Assets $3,744,391
Compensation
Key Employees and Officers Compensation Other
Barbara Spare (Trustee) $7,429 $0
Elizabeth Walton (Trustee) $7,429 $0

Document Links

990-PF
Filed on July 12, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$396,973
Expenses
$406,734
Net Income
-$9,761
Net Assets
$3,957,454
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $37,350
9.4%
Dividends $63,961
16.1%
Sales of Assets $295,662
74.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $352,773
86.7%
Compensation of Officers* $15,844
3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,957,454
Total Liabilities $0
Net Assets $3,957,454
Compensation
Key Employees and Officers Compensation Other
Barbara Spare (Trustee) $7,922 $0
Elizabeth Walton (Trustee) $7,922 $0

Document Links

990-PF
Filed on May 16, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$167,542
Expenses
$367,176
Net Income
-$199,634
Net Assets
$3,967,215
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $62,071
37.0%
Dividends $62,544
37.3%
Sales of Assets $42,927
25.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $319,009
86.9%
Compensation of Officers* $15,684
4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,967,875
Total Liabilities $660
Net Assets $3,967,215
Compensation
Key Employees and Officers Compensation Other
Barbara Spare (Trustee) $7,842 $0
Elizabeth Walton (Trustee) $7,842 $0

Document Links

990-PF
Filed on Oct. 25, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$309,380
Expenses
$362,455
Net Income
-$53,075
Net Assets
$4,166,849
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $52,098
16.8%
Dividends $66,432
21.5%
Sales of Assets $190,850
61.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $309,844
85.5%
Compensation of Officers* $11,469
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,166,849
Total Liabilities $0
Net Assets $4,166,849

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
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

990-PF

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

PDF

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

990-PF

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

PDF

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$233,753
Expenses
$389,658
Net Income
-$155,905
Net Assets
$4,293,515
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $93,389
40.0%
Sales of Assets $140,364
60.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $337,406
86.6%
Compensation of Officers* $9,912
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,293,515
Total Liabilities $0
Net Assets $4,293,515

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$263,383
Expenses
$323,693
Net Income
-$60,310
Net Assets
$4,449,420
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $102,657
39.0%
Sales of Assets $160,726
61.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $275,143
85.0%
Compensation of Officers* $13,568
4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,449,420
Total Liabilities $0
Net Assets $4,449,420

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$164,794
Expenses
$325,077
Net Income
-$160,283
Net Assets
$4,509,730
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $113,087
68.6%
Sales of Assets $51,707
31.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $277,431
85.3%
Compensation of Officers* $15,606
4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,509,730
Total Liabilities $0
Net Assets $4,509,730

Document Links

990-PF

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

PDF

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

990-PF

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

PDF

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

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2008

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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
Total Liabilities $0
Net Assets $1

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2007

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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
Total Liabilities $0
Net Assets $1

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2006

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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
Total Liabilities $0
Net Assets $1

Document Links

990-PF

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

PDF
PDF (2 of 2)

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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