Skip to content
ProPublica Donate
ProPublica Donate

Smith Family Foundation

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$185k (2024)

Expenses
$176k (2024)

Total Assets
$4.26M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2012 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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$184,622
Expenses
$176,322
Net Income
$8,300
Net Assets
$4,258,538
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,902
5.4%
Interest Revenue $0
Dividends $160,890
87.1%
Sales of Assets $13,066
7.1%
Other Income $764
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,266
69.3%
Compensation of Officers* $59,166
33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,258,538
Total Liabilities $0
Net Assets $4,258,538
Compensation
Key Employees and Officers Compensation Other
Trust Company Of The South (Co Trustee) $34,166 $0
James H Smith Jr (Executive Di) $25,000 $0
William H Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$284,836
Expenses
$171,825
Net Income
$113,011
Net Assets
$4,250,238
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000
3.5%
Interest Revenue $0
Dividends $202,169
71.0%
Sales of Assets $72,660
25.5%
Other Income $7
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $121,599
70.8%
Compensation of Officers* $56,080
32.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,250,238
Total Liabilities $0
Net Assets $4,250,238
Compensation
Key Employees and Officers Compensation Other
Trust Company Of The South (Co Trustee) $31,080 $0
James H Smith Jr (Executive Di) $25,000 $0
William H Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$354,128
Expenses
$348,289
Net Income
$5,839
Net Assets
$4,137,227
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $39,500
11.2%
Interest Revenue $0
Dividends $158,958
44.9%
Sales of Assets $155,670
44.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $299,115
85.9%
Compensation of Officers* $58,073
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,137,227
Total Liabilities $0
Net Assets $4,137,227
Compensation
Key Employees and Officers Compensation Other
Trust Company Of The South (Co Trustee) $33,073 $0
James H Smith Jr (Executive Di) $25,000 $0
William H Smith (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$237,090
Expenses
$343,736
Net Income
-$106,646
Net Assets
$4,131,387
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $64,459
27.2%
Interest Revenue $0
Dividends $127,725
53.9%
Sales of Assets $43,444
18.3%
Other Income $1,462
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $284,204
82.7%
Compensation of Officers* $56,043
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,131,388
Total Liabilities $1
Net Assets $4,131,387
Compensation
Key Employees and Officers Compensation Other
Trust Company Of The South (Trustee) $31,043 $0
James H Smith Jr (Executive Di) $25,000 $0
William H Smith (Officer) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,397,292
Expenses
$343,300
Net Income
$1,053,992
Net Assets
$4,221,262
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $55,988
4.0%
Interest Revenue $0
Dividends $93,392
6.7%
Sales of Assets $1,247,912
89.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $294,856
85.9%
Compensation of Officers* $54,631
15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,221,263
Total Liabilities $1
Net Assets $4,221,262
Compensation
Key Employees and Officers Compensation Other
Trust Company Of The South (Trustee) $29,631 $0
James H Smith Jr (Executive Director) $25,000 $0
William H Smith (Officer) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$267,756
Expenses
$287,088
Net Income
-$19,332
Net Assets
$3,207,036
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $94,051
35.1%
Sales of Assets $173,381
64.8%
Other Income $324
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $234,291
81.6%
Compensation of Officers* $55,543
19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,207,036
Total Liabilities $0
Net Assets $3,207,036
Compensation
Key Employees and Officers Compensation Other
Trust Company Of The South (Trustee) $30,543 $0
James H Smith Jr (Executive Director) $25,000 $0
William H Smith (Officer) $0 $0

Document Links

Fiscal Year Ending June
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

Fiscal Year Ending June
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 June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$156,580
Expenses
$262,684
Net Income
-$106,104
Net Assets
$3,244,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $73,107
46.7%
Sales of Assets $83,184
53.1%
Other Income $289
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,135
82.7%
Compensation of Officers* $45,192
17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,244,100
Total Liabilities $0
Net Assets $3,244,100

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$233,731
Expenses
$271,723
Net Income
-$37,992
Net Assets
$3,350,925
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $92,624
39.6%
Sales of Assets $141,107
60.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $226,365
83.3%
Compensation of Officers* $46,636
17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,350,925
Total Liabilities $0
Net Assets $3,350,925

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$214,306
Expenses
$827,515
Net Income
-$613,209
Net Assets
$3,387,028
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $89,067
41.6%
Sales of Assets $125,239
58.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $784,464
94.8%
Compensation of Officers* $45,849
5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,387,028
Total Liabilities $0
Net Assets $3,387,028

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,285,527
Expenses
$256,459
Net Income
$1,029,068
Net Assets
$4,000,236
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $107,994
8.4%
Sales of Assets $158,510
12.3%
Other Income $1,019,023
79.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $215,441
84.0%
Compensation of Officers* $47,418
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,000,236
Total Liabilities $0
Net Assets $4,000,236

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,983
Expenses
$250,744
Net Income
-$122,761
Net Assets
$2,968,783
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $71,197
55.6%
Sales of Assets $56,786
44.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $197,832
78.9%
Compensation of Officers* $54,073
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,968,783
Total Liabilities $0
Net Assets $2,968,783

Document Links

Fiscal Year Ending June
2011

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 June
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 June
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 June
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 June
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 June
2006

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 June
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 June
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 June
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

Fiscal Year Ending June
2002

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

About 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »