Nonprofit · EIN 20-5694378
JESSE N SMITH HERITAGE FOUNDATION
Tax-exempt · CHESTERFIELD, MO 63017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $21,065 | $34,593 | -$13,528 | $16,236 | $1,721 | $14,515 |
| May 31, 2024 | 990-PF | $36,993 | $43,341 | -$6,348 | $28,553 | $510 | $28,043 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $21,000
Expenses
- Grants and similar amounts paid
- $28,629
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $28,629
Balance sheet and other
- Total assets, start of year
- $28,553
- Total assets, end of year
- $16,236
- Total liabilities, end of year
- $1,721
- Net assets, end of year
- $14,515
- Fair market value of assets
- $16,236
- Qualifying distributions
- $28,629
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BECKY GIBSON 240 N 1ST WEST, SNOWFLAKE, AZ 85937 | 1ST VICE PRESIDENT | 1 | $0 |
| CATHY GILMORE 807 E OAKMONT AVE, MURRAY, UT 84107 | SECRETARY | 1 | $0 |
| CHERILYN PERMANN 4251 ROCKLAND HWY, ROCKLAND, ID 83271 | BOARD MEMBER | 0 | $0 |
| DAVID CLARK 9702 S 520 E, SANDY, UT 84070 | BOARD MEMBER | 0 | $0 |
| JEFF ADAMS 1690 POINT DRIVE, ST GEORGE, UT 84770 | BOARD MEMBER | 0 | $0 |
| KATHRYN SMITH 528 UPPER CONWAY CIR, CHESTERFIELD, MO 63017 | BOARD MEMBER | 0 | $0 |
| KRISTA PALMER AZAD 10939 N ALPINE HWY 119, HIGHLAND, UT 84003 | BOARD MEMBER | 0 | $0 |
| MENLO F SMITH 528 UPPER CONWAY CIR, CHESTERFIELD, MO 63017 | TREASURER & BOARD MEMBER | 1 | $0 |
| MICHAEL B SMITH BOX 124, FRUITLAND, ID 83644 | BOARD MEMBER | 0 | $0 |
| NATHAN HALL 30 S 6TH ST WEST, SNOWFLAKE, AZ 85937 | BOARD MEMBER | 0 | $0 |
| ROBERT M SMITH 2596 E GLENNA DR, HOLLADAY, UT 84124 | BOARD MEMBER | 0 | $0 |
| SHIRLEY RICKS 3074 CHEROKEE LN, PROVO, UT 84604 | PRESIDENT | 2 | $0 |
| STAR HALL 601 W 100 S, LINDON, UT 84042 | 2ND VICE PRESIDENT | 1 | $0 |
| STEPHEN SMITH 9450 N SNAPDRAGON DR, PRESCOTT VALLEY, AZ 86315 | BOARD MEMBER | 0 | $0 |
| ERIC KNAPP 6622 CHANNELVIEW CT, RANCHO PALOS VERDES, CA 90275 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended May 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BECKY GIBSON 240 N 1ST WEST, SNOWFLAKE, AZ 85937 | 1ST VICE PRESIDENT | 1 | $0 |
| CATHY GILMORE 807 E OAKMONT AVE, MURRAY, UT 84107 | SECRETARY | 1 | $0 |
| CHERLYNN PERMANN 4251 ROCKLAND HWY, ROCKLAND, ID 83271 | BOARD MEMBER | 0 | $0 |
| DAVID CLARK 9702 S 520 E, SANDY, UT 84070 | BOARD MEMBER | 0 | $0 |
| JEFF ADAMS 1690 POINT DRIVE, ST GEORGE, UT 84770 | BOARD MEMBER | 0 | $0 |
| KATHRYN SMITH 528 UPPER CONWAY CIR, CHESTERFIELD, MO 63017 | BOARD MEMBER | 0 | $0 |
| KRISTA PALMER AZAD 10939 N ALPINE HWY 119, HIGHLAND, UT 84003 | BOARD MEMBER | 0 | $0 |
| MENLO F SMITH 528 UPPER CONWAY CIR, CHESTERFIELD, MO 63017 | TREASURER & BOARD MEMBER | 1 | $0 |
| MICHAEL B SMITH BOX 124, FRUITLAND, ID 83644 | BOARD MEMBER | 0 | $0 |
| NATHAN HALL 30 S 6TH ST WEST, SNOWFLAKE, AZ 85937 | BOARD MEMBER | 0 | $0 |
| ROBERT M SMITH 2596 E GLENNA DR, HOLLADAY, UT 84124 | BOARD MEMBER | 0 | $0 |
| SHIRLEY RICKS 3074 CHEROKEE LN, PROVO, UT 84604 | PRESIDENT | 2 | $0 |
| STAR HALL 601 W 100 S, LINDON, UT 84042 | 2ND VICE PRESIDENT | 1 | $0 |
| STEPHEN SMITH 9450 N SNAPDRAGON DR, PRESCOTT VALLEY, AZ 86315 | BOARD MEMBER | 0 | $0 |
| ERIC KNAPP 6622 CHANNELVIEW CT, RANCHO PALOS VERDES, CA 90275 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 528 UPPER CONWAY CIR, CHESTERFIELD, MO 63017-2096
- Signed the 990-PF
- MENLO SMITH, TREASURER
- Phone
- (314) 960-8728
- Return prepared by
- UHY ADVISORS MIDWEST INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5694378
- 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
- 2009
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A118)
- Assets (IRS master file)
- $16,236
- Income (IRS master file)
- $21,065
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $21,065 | $34,593 | $16,236 | XML |
| 990-PF | May 2024 | $36,993 | $43,341 | $28,553 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 20-5694378).
Questions about JESSE N SMITH HERITAGE FOUNDATION
- What is the EIN of JESSE N SMITH HERITAGE FOUNDATION?
- The employer identification number (EIN) of JESSE N SMITH HERITAGE FOUNDATION is 20-5694378.
- Is JESSE N SMITH HERITAGE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to JESSE N SMITH HERITAGE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JESSE N SMITH HERITAGE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JESSE N SMITH HERITAGE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JESSE N SMITH HERITAGE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of JESSE N SMITH HERITAGE FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does JESSE N SMITH HERITAGE FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $21,065, expenses of $34,593 and total assets of $16,236 at year end.
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