Nonprofit · EIN 01-0679061
SMF FOUNDATION
Also known as PALMER & DODGE LLP
Tax-exempt · CHESTNUT HILL, MA 02467
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $917,613 | $361,658 | $555,955 | $4,977,256 | $0 | $4,977,256 |
| December 31, 2024 | 990-PF | $404,191 | $183,538 | $220,653 | $4,421,831 | $0 | $4,421,831 |
| December 31, 2023 | 990-PF | $163,599 | $285,033 | -$121,434 | $4,201,178 | $0 | $4,201,178 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $315,998
- Dividends
- $165,137
- Interest
- $148
- Net gain from sales of assets
- $436,330
Expenses
- Grants and similar amounts paid
- $351,333
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $351,333
- Excise tax on investment income
- $12,700
Balance sheet and other
- Total assets, start of year
- $4,421,831
- Total assets, end of year
- $4,977,256
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,977,256
- Fair market value of assets
- $6,385,421
- Qualifying distributions
- $351,333
- Net investment income
- $915,174
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI A MAHNE 163 RANGELEY ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 1 | $0 |
| THOMAS C MAHNE 163 RANGELEY ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 1 | $0 |
| AMY NAUGHTON C/O LOURIE CUTLER 60 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI A MAHNE 163 RANGELEY ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 1 | $0 |
| THOMAS C MAHNE 163 RANGELEY ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 1 | $0 |
| AMY NAUGHTON C/O LOURIE CUTLER 60 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI A MAHNE 163 RANGELEY ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 1 | $0 |
| THOMAS C MAHNE 163 RANGELEY ROAD, CHESTNUT HILL, MA 02467 | TRUSTEE | 1 | $0 |
| AMY NAUGHTON C/O LOURIE CUTLER 60 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 163 RANGELEY RD, CHESTNUT HILL, MA 02467-3143
- Signed the 990-PF
- SHERRI A MAHNE, TRUSTEE
- Phone
- (617) 734-1434
- Return prepared by
- CBIZ ADVISORS LLC
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 | 990-PF 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
- 01-0679061
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $4,977,256
- Income (IRS master file)
- $1,906,764
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $917,613 | $361,658 | $4,977,256 | IRS |
| 990-PF | December 2024 | $404,191 | $183,538 | $4,421,831 | IRS |
| 990-PF | December 2023 | $163,599 | $285,033 | $4,201,178 | 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 01-0679061).
Questions about SMF FOUNDATION
- What is the EIN of SMF FOUNDATION?
- The employer identification number (EIN) of SMF FOUNDATION is 01-0679061.
- Is SMF FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SMF FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SMF FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SMF FOUNDATION 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 SMF FOUNDATION 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 SMF FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SMF FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $917,613, expenses of $361,658 and total assets of $4,977,256 at year end.
Other nonprofits in CHESTNUT HILL
- FRIEZE FAMILY FOUNDATION EIN 88-1261870 · last filed 990-PF for 2024
- RABE FAMILY FOUNDATION INC EIN 46-3894725 · last filed 990-PF for 2025
- REA-OKEEFE FAMILY FOUNDATION EIN 81-4768944 · last filed 990-PF for 2025
- H ERIC CUSHING FOUNDATION TR EIN 11-3672319 · last filed 990-PF for 2025
- ALL POINTS NORTH FOUNDATION EIN 80-6208801 · last filed 990-PF for 2024
- SER FAMILY CHARITABLE FOUNDATION EIN 26-2875287 · last filed 990-PF for 2024
- MARK S & DONNA R LEVENTHAL FAM FOUNDATION INC EIN 04-3250513 · last filed 990-PF for 2024
- SPRINGER-LU FAMILY FOUNDATION EIN 85-6466998 · last filed 990-PF for 2024
All nonprofits in CHESTNUT HILL · Massachusetts · Philanthropy, voluntarism and grantmaking foundations