Nonprofit · EIN 87-0478044
THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION
Tax-exempt · N SALT LAKE, UT 84054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $93,812 | $14,105 | $79,707 | $838,937 | $0 | $838,937 |
| December 31, 2023 | 990 | $52,844 | $32,250 | $20,594 | $758,204 | $0 | $758,204 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $62,510
- Program service revenue
- $0
- Investment income
- $31,302
- Net gain from sales of assets
- $179
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,550
- Program services (functional)
- $13,348
- Management and general (functional)
- $757
Balance sheet and other
- Total assets, start of year
- $758,204
- Total assets, end of year
- $838,937
- Total liabilities, end of year
- $0
- Net assets, end of year
- $838,937
- Publicly traded securities
- $746,323
- Gross receipts
- $167,312
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- UT
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNY BRADY | TRUSTEE Trustee or director | 0.5 | $0 |
| LACHLAN MACKAY | TRUSTEE Trustee or director | 1 | $0 |
| JULIE SMITH | TRUSTEE Trustee or director | 0.5 | $0 |
| MATTHEW C BALLARD | TRUSTEE Trustee or director | 1 | $0 |
| CRAIG FROGLEY | TRUSTEE Trustee or director | 0.5 | $0 |
| DAN LARSEN | TRUSTEE Trustee or director | 0.5 | $0 |
| SAMANTHA BALLARD | TREASURER Trustee or director, Officer | 2 | $0 |
| KARL ANDERSON | EXECUTIVE SECRETARY Trustee or director, Officer | 7 | $0 |
| CRAIG BALLARD | PRESIDENT Trustee or director, Officer | 0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNY BRADY | TRUSTEE Trustee or director | 0.5 | $0 |
| LACHLAN MACKAY | TRUSTEE Trustee or director | 1 | $0 |
| JULIE SMITH | TRUSTEE Trustee or director | 0.5 | $0 |
| MATTHEW C BALLARD | TRUSTEE Trustee or director | 1 | $0 |
| CRAIG FROGLEY | TRUSTEE Trustee or director | 0.5 | $0 |
| DAN LARSEN | TRUSTEE Trustee or director | 0.5 | $0 |
| STEPHEN G QUINN | TREASURER Trustee or director, Officer | 2 | $0 |
| KARL ANDERSON | EXECUTIVE SECRETARY Trustee or director, Officer | 7 | $0 |
| CRAIG BALLARD | PRESIDENT Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 407 ELK HOLLOW CIR, N SALT LAKE, UT 84054-3377
- Mailing address (990-N for 2015)
- 1989 St Marys Drive, Salt Lake City UT 84108
- Principal officer (990 for 2024)
- CRAIG BALLARD, 407 ELK HOLLOW CIRLCE, NORTH SALT LAKE, UT 84054
- Principal officer (990-N for 2015)
- D Spencer Nilson, 1989 St Marys Drive, Salt Lake City UT 84108
- Signed the 990
- CRAIG BALLARD, PRESIDENT
- Phone
- (801) 602-3473
- Return prepared by
- CBIZ ADVISORS LLC
Mission
OPERATION AND MAINTENANCE OF CEMETARY LOTS AND OTHER RELATED PROPERTY
Program accomplishments
- 100% OF THE FOUNDATION'S ACTIVITIES ARE FOR THE MAINTENANCE OF A SECTION OF A CEMETARY. THE SECTION WAS VERY CAREFULLY MANAGED AND MAINTAINED.Expenses $13,348
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-0478044
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80M)
- Assets (IRS master file)
- $838,937
- Income (IRS master file)
- $167,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $93,812 | $14,105 | $838,937 | XML |
| 990 | December 2023 | $52,844 | $32,250 | $758,204 | XML |
| 990 | December 2022 | $37,062 | $7,326 | $687,821 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2015 Officer: D Spencer Nilson | August 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 87-0478044).
Questions about THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION
- What is the EIN of THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION is 87-0478044.
- Is THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 names CRAIG BALLARD.
- Who are the officers and directors of THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does THE JOSEPH SMITH SR AND LUCY MACK SMITH FAMILY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $93,812, expenses of $14,105 and total assets of $838,937 at year end.
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