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Nonprofit · EIN 11-1731972

ESTATE OF EUGENIE A T SMITH-T TR

Tax-exempt · MELVILLE, NY 11747

Financials

$153K$92K2023$174K$76K2024
Revenue Expenses · by fiscal year end
Financials of ESTATE OF EUGENIE A T SMITH-T TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990-PF$173,628$76,035$97,593$2,530,500$0$2,530,500
February 29, 2024990-PF$152,750$91,744$61,006$2,432,907$0$2,432,907
Financial details: 990-PF for the year ended February 28, 2025

Revenue

Dividends
$157,518
Interest
$13,167
Net gain from sales of assets
-$2,357
Other income
$5,300

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$6,491
Disbursements for charitable purposes
$64,667
Excise tax on investment income
$2,224

Balance sheet and other

Total assets, start of year
$2,432,907
Total assets, end of year
$2,530,500
Total liabilities, end of year
$0
Net assets, end of year
$2,530,500
Fair market value of assets
$5,018,547
Qualifying distributions
$64,667
Net investment income
$170,685

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
JUDITH FURMAN
298 STEALAWAY LANE, SPARTA, TN 38383
Trustee20$6,491
JOHN PRUDENTI
37 LAKE AVENUE, CENTER MORICHES, NY 11934
Trustee20$0
990-PF for the year ended February 29, 2024: 2 people
NameTitleHours / weekCompensation
GEORGE H FURMAN
298 STEALAWAY LANE, SPARTA, TN 38383
Trustee20$5,942
JUDITH FURMAN
298 STEALAWAY LANE, SPARTA, TN 38383
Trustee20$5,942

Address and contacts

Address (IRS master file)
CO KWEIT CPAS 225 BROADHOLLOW ROAD, MELVILLE, NY 11747-0000
In care of
% KWEIT MANTELL & DELUCIA LLP
Signed the 990-PF
JUDITH FURMAN, Trustee
Phone
(631) 454-0000
Return prepared by
Kweit Mantell & DeLucia LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
11-1731972
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1957
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$2,530,500
Income (IRS master file)
$400,506

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2025$173,628$76,035$2,530,500XML
990-PFFebruary 2024$152,750$91,744$2,432,907XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-1731972).

Questions about ESTATE OF EUGENIE A T SMITH-T TR

What is the EIN of ESTATE OF EUGENIE A T SMITH-T TR?
The employer identification number (EIN) of ESTATE OF EUGENIE A T SMITH-T TR is 11-1731972.
Is ESTATE OF EUGENIE A T SMITH-T TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to ESTATE OF EUGENIE A T SMITH-T TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ESTATE OF EUGENIE A T SMITH-T TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ESTATE OF EUGENIE A T SMITH-T TR due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ESTATE OF EUGENIE A T SMITH-T TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2025.
Who are the officers and directors of ESTATE OF EUGENIE A T SMITH-T TR?
The 990-PF for the year ended February 28, 2025 lists 2 people; 1 received compensation from the organization, the highest $6,491 (JUDITH FURMAN, Trustee).
How much revenue does ESTATE OF EUGENIE A T SMITH-T TR have?
On its 990-PF for the year ended February 28, 2025 it reported revenue of $173,628, expenses of $76,035 and total assets of $2,530,500 at year end.

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