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Nonprofit · EIN 63-6049793

DON MCQUEEN SMITH 1963 CHARITABLE TR

Tax-exempt · ALEX CITY, AL 35010

Financials

$83K$155K2023$124K$196K2024$207K$209K2025
Revenue Expenses · by fiscal year end
Financials of DON MCQUEEN SMITH 1963 CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$207,440$209,300-$1,860$2,051,481$0$2,051,481
December 31, 2024990-PF$124,355$196,492-$72,137$2,052,909$0$2,052,909
December 31, 2023990-PF$83,211$155,340-$72,129$2,125,027$0$2,125,027
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$69,900
Interest
$445
Net gain from sales of assets
$137,095

Expenses

Grants and similar amounts paid
$177,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$177,000
Excise tax on investment income
$2,495

Balance sheet and other

Total assets, start of year
$2,052,909
Total assets, end of year
$2,051,481
Total liabilities, end of year
$0
Net assets, end of year
$2,051,481
Fair market value of assets
$3,547,445
Qualifying distributions
$177,000
Net investment income
$207,440

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.

NameTitleHours / weekCompensation
CONNIE H SMITH
4701 VILLA MARE LANE, NAPLES, FL 34103
ADVISORY DIRECTOR0$0
HOWARD M SMITH
275 THOMPSON ROAD, ALEXANDER CITY, AL 35010
ADVISORY DIRECTOR0$0
DAVID B SMITH
1250 COTTON GIN CUT, PRATTVILLE, AL 36067
ADVISORY DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
CONNIE H SMITH
4701 VILLA MARE LANE, NAPLES, FL 34103
ADVISORY DIRECTOR0$0
HOWARD M SMITH
275 THOMPSON ROAD, ALEXANDER CITY, AL 35010
ADVISORY DIRECTOR0$0
DAVID B SMITH
1250 COTTON GIN CUT, PRATTVILLE, AL 36067
ADVISORY DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CONNIE H SMITH
4701 VILLA MARE LANE, NAPLES, FL 34103
ADVISORY DIRECTOR0$0
DALE G SMITH
7771 STABLE DRIVE, ATLANTA, GA 30350
ADVISORY DIRECTOR0$0
DAVID B SMITH
1250 COTTON GIN CUT, PRATTVILLE, AL 36067
ADVISORY DIRECTOR0$0

Address and contacts

Address (IRS master file)
275 THOMPSON RD, ALEX CITY, AL 35010-7054
In care of
% HOWARD SMITH
Signed the 990-PF
HOWARD SMITH, SUCCESSOR CO-TRUSTEE
Phone
(205) 837-8642
Return prepared by
JACKSON THORNTON & CO 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
63-6049793
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
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,051,481
Income (IRS master file)
$771,531

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$207,440$209,300$2,051,481IRS
990-PFDecember 2024$124,355$196,492$2,052,909IRS
990-PFDecember 2023$83,211$155,340$2,125,027XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 63-6049793).

Questions about DON MCQUEEN SMITH 1963 CHARITABLE TR

What is the EIN of DON MCQUEEN SMITH 1963 CHARITABLE TR?
The employer identification number (EIN) of DON MCQUEEN SMITH 1963 CHARITABLE TR is 63-6049793.
Is DON MCQUEEN SMITH 1963 CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to DON MCQUEEN SMITH 1963 CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DON MCQUEEN SMITH 1963 CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DON MCQUEEN SMITH 1963 CHARITABLE TR 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 DON MCQUEEN SMITH 1963 CHARITABLE TR 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 DON MCQUEEN SMITH 1963 CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DON MCQUEEN SMITH 1963 CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $207,440, expenses of $209,300 and total assets of $2,051,481 at year end.

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