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Nonprofit · EIN 90-0587749

SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST

Tax-exempt · ORLANDO, FL 32891

Financials

$327K$1.2M2023$1M$952K2024$9.5M$1M2025
Revenue Expenses · by fiscal year end
Financials of SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$9,519,185$1,047,944$8,471,241$20,914,675$0$20,914,675
December 31, 2024990-PF$1,007,251$952,099$55,152$12,439,218$0$12,439,218
December 31, 2023990-PF$327,274$1,196,515-$869,241$12,365,155$0$12,365,155
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$526,751
Net gain from sales of assets
$8,992,434

Expenses

Grants and similar amounts paid
$884,710
Compensation of officers, directors and key employees
$137,566
Disbursements for charitable purposes
$955,993
Excise tax on investment income
$131,318

Balance sheet and other

Total assets, start of year
$12,439,218
Total assets, end of year
$20,914,675
Total liabilities, end of year
$0
Net assets, end of year
$20,914,675
Fair market value of assets
$21,656,188
Qualifying distributions
$955,993
Net investment income
$9,519,067

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
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$137,566
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$131,097
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 32891
TRUSTEE1$117,732

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% BANK OF KENTUCKY
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(407) 237-5986
Return prepared by
ERNST & YOUNG US LLP

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
90-0587749
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$20,914,675
Income (IRS master file)
$21,373,652

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$9,519,185$1,047,944$20,914,675XML
990-PFDecember 2024$1,007,251$952,099$12,439,218IRS
990-PFDecember 2023$327,274$1,196,515$12,365,155XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 90-0587749).

Questions about SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST

What is the EIN of SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST?
The employer identification number (EIN) of SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST is 90-0587749.
Is SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST 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 SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST 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 SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $137,566 (TRUIST BANK, TRUSTEE).
How much revenue does SMITH FOUNDATION FKA EDWARD P AND MARY KLEIN SMITH CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,519,185, expenses of $1,047,944 and total assets of $20,914,675 at year end.

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