Nonprofit · EIN 42-1281184
SMITH FAMILY FOUNDATION TRUST
Tax-exempt · KALAMAZOO, MI 49006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $29,551 | $79,578 | -$50,027 | $397,320 | $0 | $397,320 |
| December 31, 2024 | 990-PF | $29,675 | $22,080 | $7,595 | $447,081 | $0 | $447,081 |
| December 31, 2023 | 990-PF (amended) | $12,417 | $11,549 | $868 | $416,812 | $0 | $416,812 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,000
- Dividends
- $19,349
- Interest
- $7
- Other income
- $195
Expenses
- Grants and similar amounts paid
- $66,046
- Disbursements for charitable purposes
- $66,046
- Excise tax on investment income
- $87
Balance sheet and other
- Total assets, start of year
- $447,081
- Total assets, end of year
- $397,320
- Total liabilities, end of year
- $0
- Net assets, end of year
- $397,320
- Fair market value of assets
- $1,022,281
- Qualifying distributions
- $66,046
- Net investment income
- $19,356
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER W SMITH 1506 N 7TH AVE W, NEWTON, IA 50208 | TRUSTEE | 1.5 | $0 |
| ELIZABETH NAGLER 1019 PINEHURST BLVD, KALAMAZOO, MI 49006 | TRUSTEE | 1.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER W SMITH 1506 N 7TH AVE W, NEWTON, IA 50208 | TRUSTEE | 1.5 | $0 |
| ELIZABETH S NAGLER 1019 PINEHURST BLVD, KALAMAZOO, MI 49006 | TRUSTEE | 1.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER W SMITH 1506 N 7TH AVE W, NEWTON, IA 50208 | TRUSTEE | 1.5 | $0 |
| ELIZABETH S NAGLER 1019 PINEHURST BLVD, KALAMAZOO, MI 49006 | TRUSTEE | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1019 PINEHURST BLVD, KALAMAZOO, MI 49006-2110
- Signed the 990-PF
- ELIZABETH NAGLER, TRUSTEE
- Phone
- (641) 521-5109
- Return prepared by
- GOULD STINSON & COMER 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 | 990-PF 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
- 42-1281184
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $397,320
- Income (IRS master file)
- $29,551
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $29,551 | $79,578 | $397,320 | IRS |
| 990-PF | December 2024 | $29,675 | $22,080 | $447,081 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $12,417 | $11,549 | $416,812 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 42-1281184).
Questions about SMITH FAMILY FOUNDATION TRUST
- What is the EIN of SMITH FAMILY FOUNDATION TRUST?
- The employer identification number (EIN) of SMITH FAMILY FOUNDATION TRUST is 42-1281184.
- Is SMITH FAMILY FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SMITH FAMILY FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH FAMILY FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH FAMILY FOUNDATION TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMITH FAMILY FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SMITH FAMILY FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SMITH FAMILY FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $29,551, expenses of $79,578 and total assets of $397,320 at year end.
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