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Emily Balz Smith Foundation Inc

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: Unknown / Unclassified (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
−$32.7k (2023)

Expenses
$228k (2023)

Total Assets
$3.28M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

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 Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$32,690
Expenses
$227,593
Net Income
-$260,283
Net Assets
$3,278,497
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28,550
Dividends $74,398
Sales of Assets -$135,638
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,500
93.8%
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 $3,278,497
Total Liabilities $0
Net Assets $3,278,497
Compensation
Key Employees and Officers Compensation Other
V Hawley Smith Jr (Vp, Treasurer) $0 $0
Emily Balz Smith (President) $0 $0
Ashley T Smith Juarez (Director) $0 $0
Taylor Day (Director) $0 $0
V Hawley Smith Iii (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$183,143
Expenses
$237,820
Net Income
-$54,677
Net Assets
$3,548,216
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $94,415
51.6%
Interest Revenue $20,602
11.2%
Dividends $57,533
31.4%
Sales of Assets $10,593
5.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $237,188
99.7%
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 $3,548,216
Total Liabilities $0
Net Assets $3,548,216
Compensation
Key Employees and Officers Compensation Other
V Hawley Smith Jr (Vp, Treasure) $0 $0
Emily Balz Smith (President) $0 $0
Ashley T Smith Juarez (Director) $0 $0
Taylor C Day (Director) $0 $0
V Hawley Smith Iii (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,109,343
Expenses
$207,005
Net Income
$1,902,338
Net Assets
$3,810,232
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,430,177
67.8%
Interest Revenue $10,498
0.5%
Dividends $37,741
1.8%
Sales of Assets $630,927
29.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $205,000
99.0%
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 $3,810,232
Total Liabilities $0
Net Assets $3,810,232
Compensation
Key Employees and Officers Compensation Other
V Hawley Smith Jr (Vp, Treasure) $0 $0
Emily Balz Smith (President) $0 $0
Ashley T Smith Juarez (Director) $0 $0
Taylor C Day (Director) $0 $0
V Hawley Smith Iii (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$871,374
Expenses
$144,530
Net Income
$726,844
Net Assets
$2,534,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $757,501
86.9%
Interest Revenue $17,414
2.0%
Dividends $41,117
4.7%
Sales of Assets $55,342
6.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,500
91.0%
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 $2,534,643
Total Liabilities $1
Net Assets $2,534,642
Compensation
Key Employees and Officers Compensation Other
V Hawley Smith Jr (Vp, Treasure) $0 $0
Emily Balz Smith (President) $0 $0
Ashley T Smith Juarez (Director) $0 $0
Taylor C Day (Director) $0 $0
V Hawley Smith Iii (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$5,606
Expenses
$107,500
Net Income
-$113,106
Net Assets
$1,797,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,477
Dividends $41,716
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $107,500
100%
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 $1,797,201
Total Liabilities $0
Net Assets $1,797,201

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$72,928
Expenses
$59,864
Net Income
$13,064
Net Assets
$867,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $65
0.1%
Dividends $25,741
35.3%
Sales of Assets $47,122
64.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,885
88.3%
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 $950,884
Total Liabilities $83,482
Net Assets $867,402

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,605
Expenses
$55,611
Net Income
-$7,006
Net Assets
$739,614
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $94
0.2%
Dividends $26,220
53.9%
Sales of Assets $22,291
45.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,472
90.8%
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 $898,512
Total Liabilities $158,898
Net Assets $739,614

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,744
Expenses
$49,955
Net Income
$12,789
Net Assets
$862,946
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $162
0.3%
Dividends $33,282
53.0%
Sales of Assets $29,300
46.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,027
90.1%
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 $940,379
Total Liabilities $77,433
Net Assets $862,946

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2012

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 Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,361
Expenses
$48,231
Net Income
$46,130
Net Assets
$832,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $184
0.2%
Dividends $29,215
31.0%
Sales of Assets $64,962
68.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,538
88.2%
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 $927,563
Total Liabilities $94,983
Net Assets $832,580

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$78,878
Expenses
$52,728
Net Income
$26,150
Net Assets
$873,533
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $716
0.9%
Dividends $25,991
33.0%
Sales of Assets $52,171
66.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,328
89.8%
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 $975,113
Total Liabilities $101,580
Net Assets $873,533

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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

Fiscal Year Ending Aug.
2001

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

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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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • 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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