Nonprofit · EIN 20-2071882
ROY W SMITH CHARITABLE FOUNDATION INC
Tax-exempt · ORANGE, CA 92868
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$24,139 | $181,146 | -$205,285 | $678,487 | $7,044 | $671,443 |
| December 31, 2023 | 990-PF | $136,998 | $188,929 | -$51,931 | $1,450,666 | $0 | $1,450,666 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $34,397
- Interest
- $538
- Net gain from sales of assets
- -$55,416
- Other income
- -$3,658
Expenses
- Grants and similar amounts paid
- $12,350
- Compensation of officers, directors and key employees
- $138,522
- Disbursements for charitable purposes
- $12,350
- Excise tax on investment income
- $486
Balance sheet and other
- Total assets, start of year
- $1,450,666
- Total assets, end of year
- $678,487
- Total liabilities, end of year
- $7,044
- Net assets, end of year
- $671,443
- Fair market value of assets
- $890,459
- Qualifying distributions
- $12,350
- Net investment income
- $34,935
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA JACOBS 17602 17TH ST STE102-281, TUSTIN, CA 92780 | President | 15 | $128,174 |
| ERIN JETT 17881 NORWOOD PARK PLACE, TUSTIN, CA 92780 | Vice President | 3 | $10,348 |
| BRIAN JACOBS 17602 17TH ST STE102-281, TUSTIN, CA 92780 | Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA JACOBS 17602 17TH ST STE102-281, TUSTIN, CA 92780 | President | 15 | $128,174 |
| RANDALL HAGAR 9187 LARIAT CT, FAIR OAKS, CA 95628 | Vice President | 2 | $0 |
| BRIAN JACOBS 17602 17TH ST STE102-281, TUSTIN, CA 92780 | Treasurer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 630 THE CITY DR SO 233, ORANGE, CA 92868-4926
- In care of
- % CARLA JACOBS
- Signed the 990-PF
- CARLA JACOBS, President
- Phone
- (714) 673-5028
- Return prepared by
- WIEGEL SZEKEL AND FRISBY
California records
California keeps its own records of charities and corporations. Search them by EIN 20-2071882 or by the name ROY W SMITH CHARITABLE FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 20-2071882
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $678,487
- Income (IRS master file)
- $110,232
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | -$24,139 | $181,146 | $678,487 | XML |
| 990-PF | December 2023 | $136,998 | $188,929 | $1,450,666 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-2071882).
Questions about ROY W SMITH CHARITABLE FOUNDATION INC
- What is the EIN of ROY W SMITH CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of ROY W SMITH CHARITABLE FOUNDATION INC is 20-2071882.
- Is ROY W SMITH CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ROY W SMITH CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROY W SMITH CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROY W SMITH CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROY W SMITH CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROY W SMITH CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $128,174 (CARLA JACOBS, President).
- How much revenue does ROY W SMITH CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$24,139, expenses of $181,146 and total assets of $678,487 at year end.
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