Nonprofit · EIN 23-7773022
KATHLEEN A SMITH SCHOLARSHIP FUND
Tax-exempt · SAINT LOUIS, MO 63166
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $15,215 | $17,024 | -$1,809 | $207,764 | $0 | $207,764 |
| November 30, 2024 | 990-PF | $10,978 | $14,566 | -$3,588 | $209,527 | $0 | $209,527 |
| November 30, 2023 | 990-PF | $6,596 | $15,649 | -$9,053 | $213,272 | $0 | $213,272 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $7,241
- Net gain from sales of assets
- $7,974
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $2,979
- Disbursements for charitable purposes
- $13,182
- Excise tax on investment income
- $160
Balance sheet and other
- Total assets, start of year
- $209,527
- Total assets, end of year
- $207,764
- Total liabilities, end of year
- $0
- Net assets, end of year
- $207,764
- Fair market value of assets
- $266,309
- Qualifying distributions
- $13,182
- Net investment income
- $15,215
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $2,979 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N MAIN STFL 5D4001-052, WINSTONSALEM, NC 27101 | TRUSTEE | 1 | $4,031 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A 100 N Main St FL 5D4001-052, WINSTON SALEM, NC 27101 | TRUSTEE | 1 | $3,778 |
Address and contacts
- Address (IRS master file)
- PO BOX 505, SAINT LOUIS, MO 63166-0505
- In care of
- % WACHOVIA BANK NATIONAL ASSOCIATIO
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (888) 730-4933
- Return prepared by
- PWC US TAX 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7773022
- 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
- 2004
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $207,764
- Income (IRS master file)
- $85,511
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $15,215 | $17,024 | $207,764 | XML |
| 990-PF | November 2024 | $10,978 | $14,566 | $209,527 | XML |
| 990-PF | November 2023 | $6,596 | $15,649 | $213,272 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 23-7773022).
Questions about KATHLEEN A SMITH SCHOLARSHIP FUND
- What is the EIN of KATHLEEN A SMITH SCHOLARSHIP FUND?
- The employer identification number (EIN) of KATHLEEN A SMITH SCHOLARSHIP FUND is 23-7773022.
- Is KATHLEEN A SMITH SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to KATHLEEN A SMITH SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHLEEN A SMITH SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHLEEN A SMITH SCHOLARSHIP FUND due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KATHLEEN A SMITH SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of KATHLEEN A SMITH SCHOLARSHIP FUND?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,979 (WELLS FARGO BANK N A, TRUSTEE).
- How much revenue does KATHLEEN A SMITH SCHOLARSHIP FUND have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $15,215, expenses of $17,024 and total assets of $207,764 at year end.
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