Nonprofit · EIN 86-0986636
THE LESTER AND ROBERTA SMITH FOUNDATION
Tax-exempt · TUCSON, AZ 85711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $217,975 | $151,054 | $66,921 | $2,614,037 | $0 | $2,614,037 |
| June 30, 2024 | 990-PF (amended) | $171,263 | $135,897 | $35,366 | $2,547,116 | $0 | $2,547,116 |
| June 30, 2023 | 990-PF | $256,305 | $189,061 | $67,244 | $2,511,772 | $0 | $2,511,772 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $102,174
- Net gain from sales of assets
- $111,112
- Other income
- $4,689
Expenses
- Grants and similar amounts paid
- $106,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $145,084
- Excise tax on investment income
- $2,914
Balance sheet and other
- Total assets, start of year
- $2,547,116
- Total assets, end of year
- $2,614,037
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,614,037
- Fair market value of assets
- $3,761,138
- Qualifying distributions
- $145,084
- Net investment income
- $213,286
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD ACKERMAN C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | TREASURER | 1 | $0 |
| JENNIFER L CARRELL C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | PRESIDENT | 1 | $0 |
| JOHN PEDICONE C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | VICE PRESIDENT | 1 | $0 |
| KRIS BOSWELL C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | SECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD ACKERMAN C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | EXECUTIVE DIRECTOR/TREASURER | 0 | $0 |
| LINDA TAUFEN C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
| JENNIFER L CARRELL C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | PRESIDENT | 0 | $0 |
| MARY BELLE MCCORKLE C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
| JIM SAKRISON C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
| JOHN PEDICONE C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | VICE PRESIDENT | 0 | $0 |
| LAURA K BOSWORTH C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | SECRETARY | 0 | $0 |
| PHOEBE CHALK WADSWORTH C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
| NICOLE HARRIGAN C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD ACKERMAN C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | EXECUTIVE DIRECTOR | 0 | $0 |
| LINDA TAUFEN C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
| RICHARD IMWALLE C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | TREASURER | 0 | $0 |
| JENNIFER L CARRELL C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | VP AND SECRETARY | 0 | $0 |
| MARY BELLE MCCORKLE C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
| JIM SAKRISON C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
| JOHN PEDICONE C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | PRESIDENT | 0 | $0 |
| LAURA K BOSWORTH C/O HBL CPAS 5470 E BROADWAY, TUCSON, AZ 85711 | MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO HBL CPAS 5470 E BROADWAY BLVD, TUCSON, AZ 85711-0000
- In care of
- % NORTHERN TRUST BANK
- Signed the 990-PF
- TODD ACKERMAN, TREASURER
- Phone
- (520) 299-1479
- Return prepared by
- HBL CPAS 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-0986636
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,614,037
- Income (IRS master file)
- $493,932
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $217,975 | $151,054 | $2,614,037 | XML |
| 990-PF | June 2024 | $171,263 | $135,897 | $2,547,116 | XML |
| 990-PF | June 2023 | $256,305 | $189,061 | $2,511,772 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 86-0986636).
Questions about THE LESTER AND ROBERTA SMITH FOUNDATION
- What is the EIN of THE LESTER AND ROBERTA SMITH FOUNDATION?
- The employer identification number (EIN) of THE LESTER AND ROBERTA SMITH FOUNDATION is 86-0986636.
- Is THE LESTER AND ROBERTA SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE LESTER AND ROBERTA SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LESTER AND ROBERTA SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LESTER AND ROBERTA SMITH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LESTER AND ROBERTA SMITH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE LESTER AND ROBERTA SMITH FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE LESTER AND ROBERTA SMITH FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $217,975, expenses of $151,054 and total assets of $2,614,037 at year end.
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