Nonprofit · EIN 47-0812065
SMITH FAMILY BENEVOLENT FUND
Tax-exempt · SUDBURY, MA 01776
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $281,079 | $134,864 | $146,215 | $904,828 | $0 | $904,828 |
| December 31, 2024 | 990-PF | $58,174 | $103,021 | -$44,847 | $1,843,209 | $0 | $1,843,209 |
| December 31, 2023 | 990-PF | $41,653 | $80,100 | -$38,447 | $1,381,201 | $0 | $1,381,201 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $59,640
- Interest
- $24
- Net gain from sales of assets
- $221,415
Expenses
- Grants and similar amounts paid
- $134,064
- Disbursements for charitable purposes
- $134,064
- Excise tax on investment income
- $3,896
Balance sheet and other
- Total assets, start of year
- $1,843,209
- Total assets, end of year
- $904,828
- Total liabilities, end of year
- $0
- Net assets, end of year
- $904,828
- Fair market value of assets
- $2,613,466
- Qualifying distributions
- $134,064
- Net investment income
- $281,079
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 |
|---|---|---|---|
| PATRICIA K SMITH 17475 FRANCES STREET 1010, OMAHA, NE 68130 | VICE PRESIDENT | 1 | $0 |
| CAREY V SMITH 6641 LAYFAYETTE AVENUE, OMAHA, NE 681321147 | SEC/TREASURER | 1 | $0 |
| MARTIN K SMITH 1010 HALE STREET, DURHAM, NC 27705 | BOARD OF DIRECTORS | 2 | $0 |
| ANDREW R SMITH 26 FLINTLOCK LANE, SUDBURY, MA 01776 | PRESIDENT | 2 | $0 |
| JENNIFER R KNAPP 1170 REGENCY DRIVE, EUGENE, OR 97401 | BOARD OF DIRECTORS | 2 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA K SMITH 17475 FRANCES STREET 1010, OMAHA, NE 68130 | VICE PRESIDENT | 1 | $0 |
| CAREY V SMITH 6641 LAYFAYETTE AVENUE, OMAHA, NE 681321147 | SEC/TREASURER | 1 | $0 |
| MARTIN K SMITH 1010 HALE STREET, DURHAM, NC 27705 | BOARD OF DIRECTORS | 2 | $0 |
| ANDREW R SMITH 26 FLINTLOCK LANE, SUDBURY, MA 01776 | PRESIDENT | 2 | $0 |
| JENNIFER R KNAPP 1170 REGENCY DRIVE, EUGENE, OR 97401 | BOARD OF DIRECTORS | 2 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA K SMITH 17475 FRANCES STREET 1010, OMAHA, NE 68130 | VICE PRESIDENT | 1 | $0 |
| CAREY V SMITH 6641 LAYFAYETTE AVENUE, OMAHA, NE 681321147 | SEC/TREASURER | 1 | $0 |
| MARTIN K SMITH 1010 HALE STREET, DURHAM, NC 27705 | BOARD OF DIRECTORS | 2 | $0 |
| ANDREW R SMITH 26 FLINTLOCK LANE, SUDBURY, MA 01776 | PRESIDENT | 2 | $0 |
| JENNIFER R KNAPP 1170 REGENCY DRIVE, EUGENE, OR 97401 | BOARD OF DIRECTORS | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 26 FLINTLOCK LN, SUDBURY, MA 01776-1708
- In care of
- % AMY L LONGO
- Signed the 990-PF
- CAREY SMITH, VICE PRESIDENT
- Phone
- (402) 681-5203
- Return prepared by
- GUNDERSON ACCOUNTING 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
- 47-0812065
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $904,828
- Income (IRS master file)
- $337,139
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $281,079 | $134,864 | $904,828 | XML |
| 990-PF | December 2024 | $58,174 | $103,021 | $1,843,209 | IRS |
| 990-PF | December 2023 | $41,653 | $80,100 | $1,381,201 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 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 47-0812065).
Questions about SMITH FAMILY BENEVOLENT FUND
- What is the EIN of SMITH FAMILY BENEVOLENT FUND?
- The employer identification number (EIN) of SMITH FAMILY BENEVOLENT FUND is 47-0812065.
- Is SMITH FAMILY BENEVOLENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SMITH FAMILY BENEVOLENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMITH FAMILY BENEVOLENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH FAMILY BENEVOLENT FUND 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 BENEVOLENT FUND 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 BENEVOLENT FUND?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SMITH FAMILY BENEVOLENT FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $281,079, expenses of $134,864 and total assets of $904,828 at year end.
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