Jack J Smith Jr Charitable Trust

Pittsburgh, PA
Tax-exempt since Sept. 1977
EIN: 31-0912146

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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.

Donations to this organization are tax deductible.

Revenue

$556k (2024)

Expenses

$581k (2024)

Total Assets

$9.05M (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 Sept.
2024

Revenue

$555,973

Expenses

$581,067

Net Income

-$25,094

Net Assets

$9,047,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$280,222	50.4%
Sales of Assets	$274,229	49.3%
Other Income	$1,522	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$481,019	82.8%
Compensation of Officers*	$124,821	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,047,955
Total Liabilities	$0
Net Assets	$9,047,955

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$96,016	$0
Karen Wachs (Co Trustee)	$28,805	$0

990-PF

Filed on Feb. 3, 2025

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

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Fiscal Year Ending Sept.
2023

Revenue

$277,991

Expenses

$628,078

Net Income

-$350,087

Net Assets

$9,083,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$245,384	88.3%
Sales of Assets	$29,583	10.6%
Other Income	$3,024	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$525,493	83.7%
Compensation of Officers*	$119,007	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,083,359
Total Liabilities	$0
Net Assets	$9,083,359

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$91,544	$0
Karen Wachs (Co Trustee)	$27,463	$0

990-PF

Filed on Jan. 29, 2024

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

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Fiscal Year Ending Sept.
2022

Revenue

$485,398

Expenses

$670,601

Net Income

-$185,203

Net Assets

$9,441,030

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$245,516	50.6%
Sales of Assets	$239,882	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$546,414	81.5%
Compensation of Officers*	$125,478	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,441,030
Total Liabilities	$0
Net Assets	$9,441,030

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$96,496	$0
Karen Wachs (Co Trustee)	$28,982	$0

990-PF

Filed on Feb. 2, 2023

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

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XML

Fiscal Year Ending Sept.
2021

Revenue

$935,995

Expenses

$588,741

Net Income

$347,254

Net Assets

$9,623,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$214,970	23.0%
Sales of Assets	$715,110	76.4%
Other Income	$5,915	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,196	79.2%
Compensation of Officers*	$128,701	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,623,865
Total Liabilities	$0
Net Assets	$9,623,865

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$94,051	$0
Karen Wachs (Co Trustee)	$34,650	$0

990-PF

Filed on Feb. 2, 2022

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

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XML

Fiscal Year Ending Sept.
2020

Revenue

-$303,267

Expenses

$653,765

Net Income

-$957,032

Net Assets

$9,293,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$243,538
Sales of Assets	$0
Other Income	$71

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$523,755	80.1%
Compensation of Officers*	$119,172	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,293,440
Total Liabilities	$1
Net Assets	$9,293,439

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$91,671	$0
Karen Wachs (Co Trustee)	$27,501	$0

990-PF

Filed on Feb. 1, 2021

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

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Fiscal Year Ending Sept.
2019

Revenue

$2,348,365

Expenses

$624,052

Net Income

$1,724,313

Net Assets

$10,290,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$253,081	10.8%
Sales of Assets	$2,092,749	89.1%
Other Income	$2,535	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$524,202	84.0%
Compensation of Officers*	$119,843	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,290,365
Total Liabilities	$1
Net Assets	$10,290,364

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$92,160	$0
Karen Wachs (Co Trustee)	$27,683	$0

990-PF

Filed on Feb. 4, 2020

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

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Fiscal Year Ending Sept.
2018

Revenue

$510,527

Expenses

$565,408

Net Income

-$54,881

Net Assets

$8,561,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$195,398	38.3%
Sales of Assets	$314,300	61.6%
Other Income	$829	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$463,283	81.9%
Compensation of Officers*	$121,640	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,561,857
Total Liabilities	$0
Net Assets	$8,561,857

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$93,569	$0
Karen Wachs (Co Trustee)	$28,071	$0

990-PF

Filed on Oct. 25, 2018

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

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Fiscal Year Ending Sept.
2017

Revenue

$657,022

Expenses

$559,141

Net Income

$97,881

Net Assets

$8,616,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$202,143	30.8%
Sales of Assets	$453,515	69.0%
Other Income	$1,364	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$465,537	83.3%
Compensation of Officers*	$114,165	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	$8,616,735
Total Liabilities	$0
Net Assets	$8,616,735

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$87,819	$0
Karen Wachs (Co Trustee)	$26,346	$0

990-PF

Filed on Feb. 2, 2018

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

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Fiscal Year Ending Sept.
2016

Revenue

$710,646

Expenses

$591,230

Net Income

$119,416

Net Assets

$8,518,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$211,989	29.8%
Sales of Assets	$498,657	70.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$498,772	84.4%
Compensation of Officers*	$84,661	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,518,850
Total Liabilities	$0
Net Assets	$8,518,850

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Co Trustee)	$65,124	$0
Karen Wachs (Co Trustee)	$19,537	$0

990-PF

Filed on Nov. 7, 2016

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

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Fiscal Year Ending Sept.
2015

Revenue

$843,753

Expenses

$550,419

Net Income

$293,334

Net Assets

$8,400,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$212,874	25.2%
Sales of Assets	$630,879	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$449,521	81.7%
Compensation of Officers*	$89,999	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	$8,400,845
Total Liabilities	$0
Net Assets	$8,400,845

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$1,084,105

Expenses

$593,966

Net Income

$490,139

Net Assets

$8,361,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29	0.0%
Dividends	$198,466	18.3%
Sales of Assets	$883,715	81.5%
Other Income	$1,895	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$473,960	79.8%
Compensation of Officers*	$88,588	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,361,777
Total Liabilities	$0
Net Assets	$8,361,777

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank (Co Trustee)	$64,952	$0
Karen Wachs (Co Trustee)	$19,486	$0
Greater Cincinnati Foundation (Grants Manager)	$4,150	$0

990-PF

Filed on Jan. 12, 2015

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

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Fiscal Year Ending Sept.
2013

Revenue

$1,147,953

Expenses

$410,751

Net Income

$737,202

Net Assets

$7,871,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$198,651	17.3%
Sales of Assets	$945,136	82.3%
Other Income	$4,142	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$341,055	83.0%
Compensation of Officers*	$70,299	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,871,638
Total Liabilities	$1
Net Assets	$7,871,637

990-PF

Filed on Dec. 14, 2013

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

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Fiscal Year Ending Sept.
2012

Revenue

$481,025

Expenses

$524,117

Net Income

-$43,092

Net Assets

$7,134,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	0.0%
Dividends	$195,999	40.7%
Sales of Assets	$284,652	59.2%
Other Income	$320	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$446,978	85.3%
Compensation of Officers*	$65,157	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,134,436
Total Liabilities	$1
Net Assets	$7,134,435

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$581,914

Expenses

$483,790

Net Income

$98,124

Net Assets

$7,177,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86	0.0%
Dividends	$172,233	29.6%
Sales of Assets	$408,455	70.2%
Other Income	$1,140	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$412,942	85.4%
Compensation of Officers*	$66,239	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,177,528
Total Liabilities	$0
Net Assets	$7,177,528

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

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.

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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 »

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Updated September 25, 2025

Jack J Smith Jr Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $556k (2024)

Expenses $581k (2024)

Total Assets $9.05M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Revenue

$556k (2024)

Expenses

$581k (2024)

Total Assets

$9.05M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001