Nonprofit · EIN 34-6609892
CHARLES HENRY SMITH SR FOUNDATION
Tax-exempt · CLEVELAND, OH 44103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $9,622 | $74,720 | -$65,098 | $731,334 | $0 | $731,334 |
| September 30, 2024 | 990-PF | -$8,202 | $75,412 | -$83,614 | $796,432 | $0 | $796,432 |
| September 30, 2023 | 990-PF | $26,871 | $72,466 | -$45,595 | $880,046 | $0 | $880,046 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $108
- Interest
- $41,372
- Net gain from sales of assets
- -$31,858
Expenses
- Grants and similar amounts paid
- $70,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $72,285
- Excise tax on investment income
- $547
Balance sheet and other
- Total assets, start of year
- $796,432
- Total assets, end of year
- $731,334
- Total liabilities, end of year
- $0
- Net assets, end of year
- $731,334
- Fair market value of assets
- $650,201
- Qualifying distributions
- $72,285
- Net investment income
- $41,480
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH R DOWDELL 35852 GRAFTON EASTERN RD, GRAFTON, OH 44044 | PRESIDENT/TRUSTEE | 5 | $0 |
| JANICE G CARLSON 31556 TRES LOMAS, BULVERDE, TX 78163 | SECRETARY/TREASURER | 5 | $0 |
| LAURA G GIFFORD 15921 EMERSON MANOR CT, HAMILTON, VA 21058 | VICE PRESIDENT/TRUSTEE | 5 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH R DOWDELL 35852 GRAFTON EASTERN RD, GRAFTON, OH 44044 | PRESIDENT/TRUSTEE | 5 | $0 |
| JANICE G CARLSON 31556 TRES LOMAS, BULVERDE, TX 78163 | SECRETARY/TREASURER | 5 | $0 |
| LAURA G GIFFORD 15921 EMERSON MANOR CT, HAMILTON, VA 21058 | VICE PRESIDENT/TRUSTEE | 5 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH R DOWDELL 35852 GRAFTON EASTERN RD, GRAFTON, OH 44044 | PRESIDENT/TRUSTEE | 5 | $0 |
| JANICE G CARLSON 4311 NIMBUS SMT, SAN ANTONIO, TX 78253 | SECRETARY/TREASURER | 5 | $0 |
| LAURA G GIFFORD 15921 EMERSON MANOR CT, HAMILTON, VA 21058 | VICE PRESIDENT/TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 970 E 64TH ST, CLEVELAND, OH 44103-1620
- Signed the 990-PF
- JANICE G CARLSON, SECRETARY/TREASURER
- Phone
- (830) 980-2749
- Return prepared by
- SOL SCHWARTZ & ASSOCIATES 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 34-6609892
- 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
- 1968
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $731,334
- Income (IRS master file)
- $635,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $9,622 | $74,720 | $731,334 | XML |
| 990-PF | September 2024 | -$8,202 | $75,412 | $796,432 | XML |
| 990-PF | September 2023 | $26,871 | $72,466 | $880,046 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 34-6609892).
Questions about CHARLES HENRY SMITH SR FOUNDATION
- What is the EIN of CHARLES HENRY SMITH SR FOUNDATION?
- The employer identification number (EIN) of CHARLES HENRY SMITH SR FOUNDATION is 34-6609892.
- Is CHARLES HENRY SMITH SR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to CHARLES HENRY SMITH SR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES HENRY SMITH SR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES HENRY SMITH SR FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES HENRY SMITH SR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CHARLES HENRY SMITH SR FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CHARLES HENRY SMITH SR FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $9,622, expenses of $74,720 and total assets of $731,334 at year end.
Other nonprofits in CLEVELAND
- CASE WESTERN RESERVE UNIVERSITY EIN 34-1018992 · last filed 990-N for 2024
- SOUTHWEST GENERAL HEALTH CENTER EIN 34-0753531 · last filed 990 for 2024
- JACK JOSEPH AND MORTON MANDEL FOUNDATION EIN 34-6546418 · last filed 990-PF for 2024
- THE CLEVELAND FOUNDATION EIN 34-0714588 · last filed 990 for 2024
- JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION EIN 34-1350566 · last filed 990 for 2025
- GATEWAY ECONOMIC DEVELOPMENT CORPORATION OF GREATER CLEVELAND EIN 34-1650917 · last filed 990 for 2024
- JEWISH FEDERATION OF CLEVELAND EIN 34-0714445 · last filed 990 for 2025
- HOSPICE OF THE WESTERN RESERVE INC EIN 34-1256377 · last filed 990 for 2024