Nonprofit · EIN 65-6317648
EDWARD W SMITH JR FOUNDATION
Also known as APPEL JACK TTEE
Tax-exempt · PORT ST LUCIE, FL 34984
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $392,443 | $226,105 | $166,338 | $2,117,556 | $0 | $2,117,556 |
| December 31, 2024 | 990-PF | $118,835 | $225,628 | -$106,793 | $1,968,791 | $0 | $1,968,791 |
| December 31, 2023 | 990-PF | $267,395 | $205,195 | $62,200 | $2,075,584 | $0 | $2,075,584 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,118
- Interest
- $10
- Net gain from sales of assets
- $347,315
Expenses
- Grants and similar amounts paid
- $130,000
- Compensation of officers, directors and key employees
- $75,000
- Disbursements for charitable purposes
- $130,000
- Excise tax on investment income
- $5,162
Balance sheet and other
- Total assets, start of year
- $1,968,791
- Total assets, end of year
- $2,117,556
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,117,556
- Fair market value of assets
- $2,603,333
- Qualifying distributions
- $130,000
- Net investment income
- $392,443
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 |
|---|---|---|---|
| MARLIN R LEE 320 SOUTHEAST COURANCES DR, PORT ST LUCIE, FL 34984 | CO-TRUSTEE | 0 | $35,000 |
| JACK J APPEL 200 E PALMETTO PARK ROAD, BOCA RATON, FL 33432 | CO-TRUSTEE | 0 | $20,000 |
| JOHN E CARTER 1906 LAUREL LANE, WEST PALM BEACH, FL 33406 | CO-TRUSTEE | 0 | $20,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARLIN R LEE 320 SOUTHEAST COURANCES DR, PORT ST LUCIE, FL 34984 | CO-TRUSTEE | 0 | $35,000 |
| JACK J APPEL 200 E PALMETTO PARK ROAD, BOCA RATON, FL 33432 | CO-TRUSTEE | 0 | $20,000 |
| JOHN E CARTER 1906 LAUREL LANE, WEST PALM BEACH, FL 33406 | CO-TRUSTEE | 0 | $20,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARLIN R LEE 320 SOUTHEAST COURANCES DR, PORT ST LUCIE, FL 34984 | CO-TRUSTEE | 0 | $35,000 |
| JACK J APPEL 200 E PALMETTO PARK ROAD, BOCA RATON, FL 33432 | CO-TRUSTEE | 0 | $20,000 |
| JOHN E CARTER 1906 LAUREL LANE, WEST PALM BEACH, FL 33406 | CO-TRUSTEE | 0 | $20,000 |
Address and contacts
- Address (IRS master file)
- 320 SE COURANCES DR, PORT ST LUCIE, FL 34984-6666
- In care of
- % JACK APPEL
- Signed the 990-PF
- MARLIN R LEE, CO-TRUSTEE
- Phone
- (954) 609-2000
- Return prepared by
- STRATEGIC TAX SOLUTIONS
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
- 65-6317648
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,117,556
- Income (IRS master file)
- $1,615,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $392,443 | $226,105 | $2,117,556 | XML |
| 990-PF | December 2024 | $118,835 | $225,628 | $1,968,791 | XML |
| 990-PF | December 2023 | $267,395 | $205,195 | $2,075,584 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 65-6317648).
Questions about EDWARD W SMITH JR FOUNDATION
- What is the EIN of EDWARD W SMITH JR FOUNDATION?
- The employer identification number (EIN) of EDWARD W SMITH JR FOUNDATION is 65-6317648.
- Is EDWARD W SMITH JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to EDWARD W SMITH JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD W SMITH JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD W SMITH JR FOUNDATION 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 EDWARD W SMITH JR FOUNDATION 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 EDWARD W SMITH JR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $35,000 (MARLIN R LEE, CO-TRUSTEE).
- How much revenue does EDWARD W SMITH JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $392,443, expenses of $226,105 and total assets of $2,117,556 at year end.
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