Nonprofit · EIN 26-2368990
JERRY AND DONNA SMITH FAMILY FOUNDATION
Tax-exempt · MILWAUKIE, OR 97222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $176,159 | $70,613 | $105,546 | $1,275,373 | $0 | $1,275,373 |
| December 31, 2023 | 990-PF | $30,477 | $150,445 | -$119,968 | $1,170,206 | $0 | $1,170,206 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $38,859
- Interest
- $1,190
- Net gain from sales of assets
- $136,110
Expenses
- Grants and similar amounts paid
- $62,000
- Disbursements for charitable purposes
- $62,000
- Excise tax on investment income
- $2,389
Balance sheet and other
- Total assets, start of year
- $1,170,206
- Total assets, end of year
- $1,275,373
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,275,373
- Fair market value of assets
- $1,563,992
- Qualifying distributions
- $62,000
- Net investment income
- $176,159
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 |
|---|---|---|---|
| Jerry Smith 1612 SE Waverly Drive, Milwaukie, OR 97222 | President | 10 | $0 |
| Donna Smith 1612 SE Waverly Drive, Milwaukie, OR 97222 | Vice President | 1 | $0 |
| Christine Smith 8519 SE 19th Street, Portland, OR 97202 | Secretary | 10 | $0 |
| Marsha Smith 28 Old Georgetown Road, Princeton, NJ 08540 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donna Smith 1612 SE Waverly Drive, Milwaukie, OR 97222 | Vice President | 1 | $58,000 |
| Jerry Smith 1612 SE Waverly Drive, Milwaukie, OR 97222 | President | 10 | $0 |
| Christine Smith 8519 SE 19th Street, Portland, OR 97202 | Secretary | 10 | $0 |
| Marsha Smith 28 Old Georgetown Road, Princeton, NJ 08540 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1612 SE WAVERLY DR, MILWAUKIE, OR 97222-7427
- In care of
- % JERRY SMITH
- Signed the 990-PF
- Jerry Smith, President
- Phone
- (503) 659-5727
- Return prepared by
- Brown & Bakondi CPA Group PC
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
- 26-2368990
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,275,373
- Income (IRS master file)
- $442,155
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $176,159 | $70,613 | $1,275,373 | XML |
| 990-PF | December 2023 | $30,477 | $150,445 | $1,170,206 | XML |
| 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 26-2368990).
Questions about JERRY AND DONNA SMITH FAMILY FOUNDATION
- What is the EIN of JERRY AND DONNA SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of JERRY AND DONNA SMITH FAMILY FOUNDATION is 26-2368990.
- Is JERRY AND DONNA SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to JERRY AND DONNA SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY AND DONNA SMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY AND DONNA SMITH FAMILY FOUNDATION 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 JERRY AND DONNA SMITH FAMILY FOUNDATION 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 JERRY AND DONNA SMITH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does JERRY AND DONNA SMITH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $176,159, expenses of $70,613 and total assets of $1,275,373 at year end.
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