Joel E Smilow Charitable Trust

Berger Deborah Ttee

Wilmington, DE
EIN: 06-6299809

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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

$6.31M (2023)

Expenses

$1.35M (2023)

Total Assets

$167M (2023)

Total Liabilities

$0 (2023)

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 Dec.
2023

Revenue

$6,312,704

Expenses

$1,346,067

Net Income

$4,966,637

Net Assets

$167,423,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,309,254	36.6%
Interest Revenue	$0
Dividends	$3,445,932	54.6%
Sales of Assets	$557,225	8.8%
Other Income	$293	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,013,041	75.3%
Compensation of Officers*	$485,000	36.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$167,423,738
Total Liabilities	$0
Net Assets	$167,423,738

Compensation

Key Employees and Officers	Compensation	Other
William Smilow (Trustee)	$300,000	$0
Jennifer Lippincott (Vp Operations And Administration)	$125,000	$0
Mr Richard J Smilow (Director)	$20,000	$0
Stephen Farley (Director)	$20,000	$0
John P Shoemaker (Director)	$20,000	$0

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990-PF

Filed on Oct. 29, 2024

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

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$159,019,355

Expenses

$3,600,832

Net Income

$155,418,523

Net Assets

$162,231,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$157,333,739	98.9%
Interest Revenue	$0
Dividends	$2,090,971	1.3%
Sales of Assets	-$405,355
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,549,003	98.6%
Compensation of Officers*	$300,000	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$162,231,943
Total Liabilities	$0
Net Assets	$162,231,943

Compensation

Key Employees and Officers	Compensation	Other
William Smilow (Trustee)	$300,000	$0
Joan L Smilow (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$26,707

Expenses

$65,499

Net Income

-$38,792

Net Assets

$3,550,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$923	3.5%
Dividends	$25,784	96.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,788	92.8%
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	$3,550,853
Total Liabilities	$0
Net Assets	$3,550,853

Compensation

Key Employees and Officers	Compensation	Other
William Smillow (Trustee)	$0	$0
Joan L Smilow (Trustee)	$0	$0

990-PF

Filed on May 16, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$32,402

Expenses

$113,402

Net Income

-$81,000

Net Assets

$3,589,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,354	28.9%
Dividends	$23,048	71.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,500	94.8%
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	$3,589,645
Total Liabilities	$1
Net Assets	$3,589,644

Compensation

Key Employees and Officers	Compensation	Other
Joel E Smillow (Trustee)	$0	$0
Joan L Smilow (Trustee)	$0	$0

990-PF

Filed on May 1, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$86,060

Expenses

$1,368,243

Net Income

-$1,282,183

Net Assets

$3,670,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$79,091	91.9%
Dividends	$26,018	30.2%
Sales of Assets	$0
Other Income	$679	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,364,493	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	$3,670,645
Total Liabilities	$1
Net Assets	$3,670,644

Compensation

Key Employees and Officers	Compensation	Other
Joel E Smillow (Trustee)	$0	$0
Joan L Smilow (Trustee)	$0	$0

990-PF

Filed on July 13, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$100,598

Expenses

$212,881

Net Income

-$112,283

Net Assets

$4,952,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$74,261	73.8%
Dividends	$26,337	26.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,438	97.0%
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	$4,952,828
Total Liabilities	$0
Net Assets	$4,952,828

Compensation

Key Employees and Officers	Compensation	Other
Joel E Smillow (Trustee)	$0	$0
Joan L Smilow (Trustee)	$0	$0

990-PF

Filed on May 10, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$84,146

Expenses

$552,272

Net Income

-$468,126

Net Assets

$5,065,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47,182	56.1%
Dividends	$24,360	28.9%
Sales of Assets	$12,604	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$511,716	92.7%
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	$5,065,111
Total Liabilities	$0
Net Assets	$5,065,111

Compensation

Key Employees and Officers	Compensation	Other
Joel E Smillow (Manager)	$0	$0
Deborah Berger (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$1,854,375

Expenses

$1,935,532

Net Income

-$81,157

Net Assets

$5,533,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,843,470	99.4%
Interest Revenue	$37,632	2.0%
Dividends	$21,158	1.1%
Sales of Assets	-$47,885
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,928,666	99.6%
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	$5,533,237
Total Liabilities	$0
Net Assets	$5,533,237

Compensation

Key Employees and Officers	Compensation	Other
Joel E Smillow (Manager)	$0	$0
Deborah Berger (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

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

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$120,210

Expenses

$1,822,700

Net Income

-$1,702,490

Net Assets

$5,614,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,093	22.5%
Dividends	$52,558	43.7%
Sales of Assets	$39,187	32.6%
Other Income	$1,372	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,820,450	99.9%
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	$5,614,394
Total Liabilities	$0
Net Assets	$5,614,394

Compensation

Key Employees and Officers	Compensation	Other
Joel E Smillow (Manager)	$0	$0
Deborah Berger (Trustee)	$0	$0

990-PF

Filed on June 21, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$110,807

Expenses

$996,007

Net Income

-$885,200

Net Assets

$7,316,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,202	22.7%
Dividends	$67,590	61.0%
Sales of Assets	$17,902	16.2%
Other Income	$113	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$992,816	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	$7,316,884
Total Liabilities	$0
Net Assets	$7,316,884

Compensation

Key Employees and Officers	Compensation	Other
Joel E Smillow (Manager)	$0	$0
Deborah Berger (Trustee)	$0	$0

990-PF

Filed on Aug. 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$1,297,768

Expenses

$2,304,782

Net Income

-$1,007,014

Net Assets

$8,187,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,609,832	> 100%
Interest Revenue	$22,689	1.7%
Dividends	$249,525	19.2%
Sales of Assets	-$584,384
Other Income	$106	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,297,931	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	$8,187,139
Total Liabilities	$0
Net Assets	$8,187,139

Compensation

Key Employees and Officers	Compensation	Other
Joel E Smillow (Manager)	$0	$0
Deborah Berger (Trustee)	$0	$0

990-PF

Filed on Aug. 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$617,432

Expenses

$17,643,805

Net Income

-$17,026,373

Net Assets

$9,193,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,129	6.0%
Dividends	$426,102	69.0%
Sales of Assets	$140,775	22.8%
Other Income	$13,426	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,622,520	99.9%
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	$9,193,494
Total Liabilities	$0
Net Assets	$9,193,494

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$1,291,718

Expenses

$3,515,304

Net Income

-$4,807,022

Net Assets

$25,220,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,515
Dividends	$419,840
Sales of Assets	$0
Other Income	$18,450

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,442,261	97.9%
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	$25,220,000
Total Liabilities	$0
Net Assets	$25,220,000

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.

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Joel E Smilow Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.31M (2023)

Expenses $1.35M (2023)

Total Assets $167M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$6.31M (2023)

Expenses

$1.35M (2023)

Total Assets

$167M (2023)

Total Liabilities

$0 (2023)

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2023

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