Linda I Smith Foundation

Costa Mesa, CA
Tax-exempt since Oct. 1998
EIN: 33-0804049

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$426k (2024)

Expenses

$278k (2024)

Total Assets

$2.13M (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 Dec.
2024

Revenue

$426,259

Expenses

$278,120

Net Income

$148,139

Net Assets

$2,128,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$141,352	33.2%
Sales of Assets	$284,907	66.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$233,000	83.8%
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	$2,128,843
Total Liabilities	$0
Net Assets	$2,128,843

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director/Treasurer)	$0	$0
Diana G Blatz (Director/Secretary)	$0	$0
Tyler I Gaede (Director)	$0	$0
Whit Batchelor (Director)	$0	$0

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990-PF

Filed on May 8, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$272,341

Expenses

$269,638

Net Income

$2,703

Net Assets

$1,980,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$143,332	52.6%
Sales of Assets	$129,009	47.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,000	84.6%
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	$1,980,704
Total Liabilities	$0
Net Assets	$1,980,704

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director/Treasurer)	$0	$0
Diana G Blatz (Director/Secretary)	$0	$0
Tyler I Gaede (Director)	$0	$0
Whit Batchelor (Director)	$0	$0

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990-PF

Filed on May 10, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$228,943

Expenses

$254,873

Net Income

-$25,930

Net Assets

$1,978,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$140,683	61.4%
Sales of Assets	$88,260	38.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,000	85.1%
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	$1,978,001
Total Liabilities	$0
Net Assets	$1,978,001

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director/Treasurer)	$0	$0
Diana G Blatz (Director/Secretary)	$0	$0
Tyler I Gaede (Director)	$0	$0
Whit Batchelor (Director)	$0	$0

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990-PF

Filed on April 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$170,541

Expenses

$242,141

Net Income

-$71,600

Net Assets

$2,003,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$129,461	75.9%
Sales of Assets	$41,080	24.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,500	85.7%
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	$2,003,931
Total Liabilities	$0
Net Assets	$2,003,931

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director/Treasurer)	$0	$0
Diana G Blatz (Director/Secretary)	$0	$0
Eileen Neill (Director)	$0	$0
Tyler I Gaede (Director)	$0	$0

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990-PF

Filed on May 6, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$165,796

Expenses

$215,250

Net Income

-$49,454

Net Assets

$2,075,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,232	74.3%
Sales of Assets	$42,564	25.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,000	84.6%
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	$2,075,531
Total Liabilities	$1
Net Assets	$2,075,530

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director/Treasurer)	$0	$0
Diana G Blatz (Director/Secretary)	$0	$0
Eileen Neill (Director)	$0	$0
Tyler I Gaede (Director)	$0	$0

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990-PF

Filed on April 20, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$234,196

Expenses

$230,507

Net Income

$3,689

Net Assets

$2,124,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,995	55.9%
Sales of Assets	$103,201	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,500	85.7%
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	$2,124,985
Total Liabilities	$1
Net Assets	$2,124,984

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director)	$0	$0
Diana G Blatz (Director/Sec/Treas)	$0	$0
Eileen Neill (Director)	$0	$0

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990-PF

Filed on May 20, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$280,409

Expenses

$240,397

Net Income

$40,012

Net Assets

$2,121,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$128,454	45.8%
Sales of Assets	$151,955	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,000	84.9%
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	$2,121,296
Total Liabilities	$0
Net Assets	$2,121,296

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director)	$0	$0
Diana G Blatz (Director/Sec/Treas)	$0	$0

990-PF

Filed on May 3, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$153,963

Expenses

$225,474

Net Income

-$71,511

Net Assets

$2,081,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$117,458	76.3%
Sales of Assets	$36,505	23.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,000	86.0%
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	$2,081,284
Total Liabilities	$0
Net Assets	$2,081,284

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director)	$0	$0
Diana G Blatz (Director/Sec/Treas)	$0	$0

990-PF

Filed on May 8, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$309,596

Expenses

$226,526

Net Income

$83,070

Net Assets

$2,152,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,202	1.0%
Dividends	$125,604	40.6%
Sales of Assets	$180,715	58.4%
Other Income	$75	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,000	82.1%
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	$2,152,795
Total Liabilities	$0
Net Assets	$2,152,795

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director)	$0	$0
Diana G Blatz (Director/Sec/Treas)	$0	$0

990-PF

Filed on May 9, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$285,134

Expenses

$229,177

Net Income

$55,957

Net Assets

$2,069,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,318	2.9%
Dividends	$126,948	44.5%
Sales of Assets	$149,868	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,500	81.4%
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	$2,069,725
Total Liabilities	$0
Net Assets	$2,069,725

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director)	$0	$0
Diana G Blatz (Director/Sec/Treas)	$0	$0

990-PF

Filed on April 25, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$389,744

Expenses

$242,523

Net Income

$147,221

Net Assets

$2,013,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,242	2.1%
Dividends	$110,465	28.3%
Sales of Assets	$230,095	59.0%
Other Income	$40,942	10.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,000	71.3%
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	$2,013,768
Total Liabilities	$0
Net Assets	$2,013,768

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director)	$0	$0
Diana G Blatz (Director/Sec/Treas)	$0	$0

990-PF

Filed on May 2, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$111,289

Expenses

$183,570

Net Income

-$72,281

Net Assets

$1,866,547

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,427	7.6%
Dividends	$101,789	91.5%
Sales of Assets	$1,015	0.9%
Other Income	$58	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,000	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	$1,866,547
Total Liabilities	$0
Net Assets	$1,866,547

Compensation

Key Employees and Officers	Compensation	Other
Linda I Smith (Director/President)	$0	$0
Tracey L Gaede (Director)	$0	$0
Diana G Blatz (Director/Sec/Treas)	$0	$0

990-PF

Filed on April 30, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$184,579

Expenses

$156,098

Net Income

$28,481

Net Assets

$1,938,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,165	4.4%
Dividends	$106,620	57.8%
Sales of Assets	$69,150	37.5%
Other Income	$644	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,080	91.7%
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	$1,938,828
Total Liabilities	$1
Net Assets	$1,938,827

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$150,411

Expenses

$147,834

Net Income

$2,577

Net Assets

$1,910,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,316	0.9%
Dividends	$98,322	65.4%
Sales of Assets	$50,737	33.7%
Other Income	$36	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,577	1.7%
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	$1,910,347
Total Liabilities	$0
Net Assets	$1,910,347

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

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Linda I Smith Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $426k (2024)

Expenses $278k (2024)

Total Assets $2.13M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$426k (2024)

Expenses

$278k (2024)

Total Assets

$2.13M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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Fiscal Year Ending Dec.
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