Form 990 for tax year 2024
Filed by ANNETTE AND PAUL SMITH CHARITABLE FUND.
Totals
- Total revenue
- $3,827,859
- Total expenses
- $3,354,282
- Contributions and grants received
- $3,800,000
- Grants paid
- $3,301,490
- Program services expenses (Part IX)
- $3,354,282
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,354,282
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Todd Simon
Director
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Susan Lebens
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael C Lebens
Director
- Total calculated
- $0
- Hours/week
- 1
-
Paul G Smith
Vice Pres/Sec
- Total calculated
- $0
- Hours/week
- 1
-
Annette L Smith
President/Treas
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$1,100,000
Arts, Culture, Humanities
-
$250,000
Philanthropy, Voluntarism, Grants
-
$125,000
Educational Institutions
-
$110,000
Youth Development
-
$100,000
Arts, Culture, Humanities
-
$100,000
Community Improvement
-
$100,000
Arts, Culture, Humanities
-
$80,000
Environmental Quality Protection
-
$75,000
Arts, Culture, Humanities
-
$75,000
Arts, Culture, Humanities
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
3 · Granting · NE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523079349303652
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.