Nonprofit · EIN 16-6484804
GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999
Tax-exempt · ITHACA, NY 14851
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $567,266 | $497,823 | $69,443 | $6,356,576 | $0 | $6,356,576 |
| December 31, 2024 | 990-PF | $305,852 | $441,744 | -$135,892 | $6,283,319 | $0 | $6,283,319 |
| December 31, 2023 | 990-PF | -$80,714 | $441,821 | -$522,535 | $6,414,343 | $0 | $6,414,343 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $234,822
- Net gain from sales of assets
- $332,444
Expenses
- Grants and similar amounts paid
- $420,000
- Compensation of officers, directors and key employees
- $74,263
- Disbursements for charitable purposes
- $421,500
- Excise tax on investment income
- $6,824
Balance sheet and other
- Total assets, start of year
- $6,283,319
- Total assets, end of year
- $6,356,576
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,356,576
- Fair market value of assets
- $7,955,630
- Qualifying distributions
- $421,500
- Net investment income
- $567,266
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOMPKINS COMMUNITY BANK 118 E Seneca St 6th Floor, ITHACA, NY 14850 | TRUSTEE | 1 | $74,263 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOMPKINS COMMUNITY BANK 118 E Seneca St 6th Floor, ITHACA, NY 14850 | TRUSTEE | 1 | $72,855 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOMPKINS COMMUNITY BANK 118 E Seneca St 6th Floor, ITHACA, NY 14850 | TRUSTEE | 1 | $69,377 |
Address and contacts
- Address (IRS master file)
- PO BOX 6437, ITHACA, NY 14851-6437
- In care of
- % TOMPKINS COUNTY TRUST CO
- Signed the 990-PF
- TAMARA S AMICI, VICE PRESIDENT
- Phone
- (607) 273-0037
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6484804
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,356,576
- Income (IRS master file)
- $642,890
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $567,266 | $497,823 | $6,356,576 | IRS |
| 990-PF | December 2024 | $305,852 | $441,744 | $6,283,319 | IRS |
| 990-PF | December 2023 | -$80,714 | $441,821 | $6,414,343 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 16-6484804).
Questions about GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999
- What is the EIN of GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999?
- The employer identification number (EIN) of GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999 is 16-6484804.
- Is GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $74,263 (TOMPKINS COMMUNITY BANK, TRUSTEE).
- How much revenue does GEORGE V AND JEAN A SMITH CHARITABLE TRUST UST 017999 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $567,266, expenses of $497,823 and total assets of $6,356,576 at year end.
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All nonprofits in ITHACA · New York · Philanthropy, voluntarism and grantmaking foundations