Nonprofit · EIN 87-0641442
SMITH-PETTIT FOUNDATION
Tax-exempt · SALT LAKE CTY, UT 84116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,192,326 | $878,921 | $2,313,405 | $17,214,265 | $4,001 | $17,210,264 |
| December 31, 2023 | 990-PF | $799,739 | $966,029 | -$166,290 | $16,670,183 | $4,243 | $16,665,940 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $512,223
- Net gain from sales of assets
- $2,680,103
Expenses
- Grants and similar amounts paid
- $15,000
- Compensation of officers, directors and key employees
- $51,000
- Disbursements for charitable purposes
- $630,151
- Excise tax on investment income
- $41,093
Balance sheet and other
- Total assets, start of year
- $16,670,183
- Total assets, end of year
- $17,214,265
- Total liabilities, end of year
- $4,001
- Net assets, end of year
- $17,210,264
- Fair market value of assets
- $17,214,265
- Qualifying distributions
- $1,184,128
- Net investment income
- $3,192,326
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA BRADLEY-EVANS 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | EXECUTIVE DIRECTOR | 10 | $51,000 |
| SARAH SMITH 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | PRESIDENT | 2 | $0 |
| CAMILLA SMITH 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | VICE PRESIDENT | 2 | $0 |
| BENJAMIN SMITH-DONALD 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | SECRETARY | 2 | $0 |
| GEOFFREY SMITH 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | TREASURER | 2 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA BRADLEY EVANS 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | DIRECTOR, EX OFFICIO | 10 | $48,335 |
| GEORGE D SMITH JR 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | PRESIDENT | 2 | $0 |
| CAMILLA SMITH 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | VICE PRES & SECRETARY | 2 | $0 |
| GEOFF SMITH 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | DIRECTOR | 2 | $0 |
| BEN SMITH 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | DIRECTOR | 2 | $0 |
| SARA SMITH JONES 514 WEST 400 NORTH, SALT LAKE CITY, UT 84116 | TREASURER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 514 W 400 N, SALT LAKE CTY, UT 84116-3411
- In care of
- % SIGNATURE BOOKS INC
- Signed the 990-PF
- SARAH SMITH, PRESIDENT
- Phone
- (415) 773-2804
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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 | Not 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
- 87-0641442
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $17,214,265
- Income (IRS master file)
- $15,024,604
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,192,326 | $878,921 | $17,214,265 | XML |
| 990-PF | December 2023 | $799,739 | $966,029 | $16,670,183 | 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 87-0641442).
Questions about SMITH-PETTIT FOUNDATION
- What is the EIN of SMITH-PETTIT FOUNDATION?
- The employer identification number (EIN) of SMITH-PETTIT FOUNDATION is 87-0641442.
- Is SMITH-PETTIT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SMITH-PETTIT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does SMITH-PETTIT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMITH-PETTIT 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 SMITH-PETTIT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SMITH-PETTIT FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $51,000 (MARTHA BRADLEY-EVANS, EXECUTIVE DIRECTOR).
- How much revenue does SMITH-PETTIT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,192,326, expenses of $878,921 and total assets of $17,214,265 at year end.
Other nonprofits in SALT LAKE CTY
- VOLKSWAGEN-STIFTUNG EIN 52-1690493 · last filed 990-PF for 2024
- THE COMMUNITY FOUNDATION OF UTAH EIN 74-3211770 · last filed 990 for 2024
- COMMUNITY TRUST OF UTAH EIN 82-3365355 · last filed 990 for 2024
- KIRK HUMANITARIAN EIN 20-3920671 · last filed 990-PF for 2025
- CALL TO ACTION FOUNDATION EIN 88-2726669 · last filed 990-PF for 2024
- CALL FOUNDATION EIN 20-8389909 · last filed 990-PF for 2024
- UTAHS PROMISE EIN 87-0227091 · last filed 990 for 2025
- SPARKJOY FOUNDATION EIN 47-1760883 · last filed 990 for 2024
All nonprofits in SALT LAKE CTY · Utah · Philanthropy, voluntarism and grantmaking foundations