H L Smith Charitalbe Trust Uw 11020582

Orlando, FL
Tax-exempt since Sept. 1994
EIN: 58-6299801

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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.

Revenue

$225k (2024)

Expenses

$139k (2024)

Total Assets

$2.54M (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

Revenue

$224,977

Expenses

$139,181

Net Income

$85,796

Net Assets

$2,540,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,749	29.7%
Sales of Assets	$158,228	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,918	90.5%
Compensation of Officers*	$18,727	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,540,409
Total Liabilities	$0
Net Assets	$2,540,409

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$18,727	$0

990-PF

Filed on April 18, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$162,945

Expenses

$141,567

Net Income

$21,378

Net Assets

$2,453,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,007	37.4%
Sales of Assets	$101,938	62.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,831	93.1%
Compensation of Officers*	$15,473	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,453,860
Total Liabilities	$0
Net Assets	$2,453,860

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$15,473	$0

990-PF

Filed on April 17, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$68,505

Expenses

$157,124

Net Income

-$88,619

Net Assets

$2,432,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,011	78.8%
Sales of Assets	$14,494	21.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,384	91.9%
Compensation of Officers*	$16,381	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,432,010
Total Liabilities	$0
Net Assets	$2,432,010

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$16,381	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$292,948

Expenses

$136,764

Net Income

$156,184

Net Assets

$2,515,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,865	18.7%
Sales of Assets	$237,488	81.1%
Other Income	$595	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,885	92.8%
Compensation of Officers*	$18,111	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,515,549
Total Liabilities	$0
Net Assets	$2,515,549

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Trustee)	$18,111	$0

990-PF

Filed on April 25, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$82,288

Expenses

$133,868

Net Income

-$51,580

Net Assets

$2,363,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,990	55.9%
Sales of Assets	$36,298	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,653	92.4%
Compensation of Officers*	$15,382	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,363,524
Total Liabilities	$1
Net Assets	$2,363,523

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank Fka Suntrust Bank (Trustee)	$15,382	$0

990-PF

Filed on April 27, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$185,979

Expenses

$139,621

Net Income

$46,358

Net Assets

$2,415,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,740	31.6%
Sales of Assets	$127,239	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,467	89.1%
Compensation of Officers*	$15,414	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,415,920
Total Liabilities	$1
Net Assets	$2,415,919

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank Fka Suntrust Bank (Trustee)	$15,414	$0

990-PF

Filed on May 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$213,435

Expenses

$135,857

Net Income

$77,578

Net Assets

$2,370,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,934	25.7%
Sales of Assets	$158,501	74.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,886	91.2%
Compensation of Officers*	$15,754	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,370,006
Total Liabilities	$0
Net Assets	$2,370,006

Compensation

Key Employees and Officers	Compensation	Other
Suntrust Bank (Trustee)	$15,754	$0

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

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

Fiscal Year Ending Dec.
2016

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

Fiscal Year Ending Dec.
2015

Revenue

$175,112

Expenses

$131,619

Net Income

$43,493

Net Assets

$2,401,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,470	25.4%
Sales of Assets	$130,642	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,740	93.3%
Compensation of Officers*	$15,225	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,401,089
Total Liabilities	$0
Net Assets	$2,401,089

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$157,877

Expenses

$131,785

Net Income

$26,092

Net Assets

$2,358,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,544	40.2%
Sales of Assets	$94,333	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,297	90.5%
Compensation of Officers*	$15,399	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,358,277
Total Liabilities	$0
Net Assets	$2,358,277

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$247,662

Expenses

$121,964

Net Income

$125,698

Net Assets

$2,332,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,760	19.7%
Sales of Assets	$198,902	80.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,954	93.4%
Compensation of Officers*	$14,730	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,332,223
Total Liabilities	$0
Net Assets	$2,332,223

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$96,749

Expenses

$122,766

Net Income

-$26,017

Net Assets

$2,206,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,737	56.6%
Sales of Assets	$42,012	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,456	91.6%
Compensation of Officers*	$13,890	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,206,521
Total Liabilities	$0
Net Assets	$2,206,521

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$194,523

Expenses

$115,744

Net Income

$78,779

Net Assets

$2,234,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,988	36.5%
Sales of Assets	$123,169	63.3%
Other Income	$366	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,026	94.2%
Compensation of Officers*	$13,436	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,234,829
Total Liabilities	$0
Net Assets	$2,234,829

990

Primary tax return for a nonprofit’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 January 26, 2026

H L Smith Charitalbe Trust Uw 11020582

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $225k (2024)

Expenses $139k (2024)

Total Assets $2.54M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$225k (2024)

Expenses

$139k (2024)

Total Assets

$2.54M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001