Smith Family Foundation

Smith Sidney R Co Ttee

Livingston, TX
Tax-exempt since April 1993
EIN: 76-6084284

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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

$312k (2024)

Expenses

$616k (2024)

Total Assets

$6.13M (2024)

Total Liabilities

$238k (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

$312,390

Expenses

$615,661

Net Income

-$303,271

Net Assets

$5,896,251

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60,467	19.4%
Dividends	$50,771	16.3%
Sales of Assets	$201,168	64.4%
Other Income	-$16

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$491,112	79.8%
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	$6,134,040
Total Liabilities	$237,789
Net Assets	$5,896,251

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on July 22, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$532,635

Expenses

$502,814

Net Income

$29,821

Net Assets

$6,084,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$31,250	5.9%
Interest Revenue	$73,360	13.8%
Dividends	$57,391	10.8%
Sales of Assets	$370,642	69.6%
Other Income	-$8

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$394,471	78.5%
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	$6,435,039
Total Liabilities	$350,767
Net Assets	$6,084,272

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on Dec. 18, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$186,427

Expenses

$328,443

Net Income

-$142,016

Net Assets

$6,026,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57,738	31.0%
Dividends	$58,557	31.4%
Sales of Assets	$51,282	27.5%
Other Income	-$38

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,366	60.4%
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	$6,404,518
Total Liabilities	$377,980
Net Assets	$6,026,538

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$489,830

Expenses

$340,116

Net Income

$149,714

Net Assets

$6,357,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$78,059	15.9%
Dividends	$75,963	15.5%
Sales of Assets	$335,904	68.6%
Other Income	-$96

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,044	82.9%
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	$6,546,534
Total Liabilities	$189,110
Net Assets	$6,357,424

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$523,253

Expenses

$187,990

Net Income

$335,263

Net Assets

$6,337,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,738	1.9%
Interest Revenue	$75,897	14.5%
Dividends	$95,189	18.2%
Sales of Assets	$342,637	65.5%
Other Income	-$208

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,434	75.2%
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	$6,402,600
Total Liabilities	$65,488
Net Assets	$6,337,112

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$5,832,407

Expenses

$60,655

Net Income

$5,771,752

Net Assets

$6,061,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,790,285	99.3%
Interest Revenue	$16,982	0.3%
Dividends	$75,960	1.3%
Sales of Assets	$0
Other Income	-$104

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,303	86.2%
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	$6,063,041
Total Liabilities	$1,484
Net Assets	$6,061,557

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$78,300

Expenses

$83,949

Net Income

-$5,649

Net Assets

$289,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,851	52.2%
Sales of Assets	$37,449	47.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,474	97.1%
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	$291,284
Total Liabilities	$1,479
Net Assets	$289,805

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$89,712

Expenses

$183,848

Net Income

-$94,136

Net Assets

$295,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,270	46.0%
Sales of Assets	$48,442	54.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,978	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	$296,313
Total Liabilities	$859
Net Assets	$295,454

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on May 9, 2018

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

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$177,743

Expenses

$116,901

Net Income

$60,842

Net Assets

$389,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$96,807	54.5%
Interest Revenue	$0
Dividends	$41,689	23.5%
Sales of Assets	$39,247	22.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,395	98.7%
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	$390,353
Total Liabilities	$763
Net Assets	$389,590

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on May 8, 2017

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$30,197

Expenses

$101,727

Net Income

-$71,530

Net Assets

$328,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,275	> 100%
Sales of Assets	-$13,078
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,362	98.7%
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	$329,124
Total Liabilities	$376
Net Assets	$328,748

Compensation

Key Employees and Officers	Compensation	Other
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

990-PF

Filed on May 13, 2016

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

View Filing

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PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$216,956

Expenses

$192,580

Net Income

$24,376

Net Assets

$400,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,511	55.5%
Interest Revenue	$0
Dividends	$50,361	23.2%
Sales of Assets	$46,084	21.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,993	99.2%
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	$401,097
Total Liabilities	$819
Net Assets	$400,278

Compensation

Key Employees and Officers	Compensation	Other
Sidney R Smith (Trustee)	$0	$0
Edythe A Smith (Trustee)	$0	$0
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

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990-PF

Filed on May 15, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$29,297

Expenses

$48,134

Net Income

-$18,837

Net Assets

$340,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,193	99.6%
Sales of Assets	$104	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,148	98.0%
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	$375,902
Total Liabilities	$35,177
Net Assets	$340,725

Compensation

Key Employees and Officers	Compensation	Other
Sidney R Smith (Trustee)	$0	$0
Edythe A Smith (Trustee)	$0	$0
Robert M Smith (Trustee)	$0	$0
Fred M Smith (Trustee)	$0	$0

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990-PF

Filed on May 13, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$27,574

Expenses

$36,696

Net Income

-$9,122

Net Assets

$354,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,357	99.2%
Sales of Assets	$217	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,441	96.6%
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	$394,739
Total Liabilities	$40,119
Net Assets	$354,620

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$24,860

Expenses

$17,643

Net Income

$7,217

Net Assets

$369,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,860	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,311	92.5%
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	$403,861
Total Liabilities	$34,694
Net Assets	$369,167

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

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Smith Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $312k (2024)

Expenses $616k (2024)

Total Assets $6.13M (2024)

Total Liabilities $238k (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

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

Revenue

$312k (2024)

Expenses

$616k (2024)

Total Assets

$6.13M (2024)

Total Liabilities

$238k (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.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001