Nonprofit · EIN 02-0536250
MATTHEW J & ANNE SMITH FND INC 736-74E02
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $715,325 | $914,085 | -$198,760 | $4,299,255 | $0 | $4,299,255 |
| February 28, 2025 | 990-PF | $384,177 | $384,831 | -$654 | $4,499,338 | $0 | $4,499,338 |
| February 29, 2024 | 990-PF | $382,611 | $497,769 | -$115,158 | $4,485,249 | $0 | $4,485,249 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $126,890
- Net gain from sales of assets
- $588,435
Expenses
- Grants and similar amounts paid
- $845,000
- Disbursements for charitable purposes
- $870,029
- Excise tax on investment income
- $9,387
Balance sheet and other
- Total assets, start of year
- $4,499,338
- Total assets, end of year
- $4,299,255
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,299,255
- Fair market value of assets
- $4,955,455
- Qualifying distributions
- $870,029
- Net investment income
- $714,580
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGINA WARD 6910 28TH CT, VERO BEACH, FL 32967 | DIRECTOR | 1 | $0 |
| MARIA KLIPSTINE 3935 OAK HOLLOW AVE, VERO BEACH, FL 32966 | PRESIDENT | 1 | $0 |
| LAURA SHORT 4030 OAK HOLLOW AVE, VERO BEACH, FL 32966 | SEC/TREAS | 1 | $0 |
| JOHN DAVID 6705 WALNUT BRANCH LN APT 10309, CHARLOTTE, NC 28277 | DIRECTOR | 1 | $0 |
990-PF for the year ended February 28, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGINA WARD 5235 ELEUTHRA CIRCLE, VERO BEACH, FL 32967 | DIRECTOR | 1 | $0 |
| MARIA KLIPSTINE 3935 OAK HOLLOW AVE, VERO BEACH, FL 32966 | PRESIDENT | 1 | $0 |
| LAURA SHORT 4030 OAK HOLLOW AVE, VERO BEACH, FL 32966 | SEC/TREAS | 1 | $0 |
| JOHN DAVID 502 S FREMONT AVE, TAMPA, FL 33606 | DIRECTOR | 1 | $0 |
990-PF for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGINA WARD 5235 ELEUTHRA CIRCLE, VERO BEACH, FL 32967 | DIRECTOR | 1 | $0 |
| MARIA KLIPSTINE 3935 OAK HOLLOW AVE, VERO BEACH, FL 32966 | PRESIDENT | 1 | $0 |
| LAURA SHORT 4030 OAK HOLLOW AVE, VERO BEACH, FL 32966 | SEC/TREAS | 1 | $0 |
| JOHN DAVID 502 S FREMONT AVE, TAMPA, FL 33606 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % MERRILL LYNCH TR CO
- Signed the 990-PF
- MARIA KLIPSTINE, PRESIDENT
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-0536250
- 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
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,299,255
- Income (IRS master file)
- $3,198,526
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $715,325 | $914,085 | $4,299,255 | XML |
| 990-PF | February 2025 | $384,177 | $384,831 | $4,499,338 | XML |
| 990-PF | February 2024 | $382,611 | $497,769 | $4,485,249 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 02-0536250).
Questions about MATTHEW J & ANNE SMITH FND INC 736-74E02
- What is the EIN of MATTHEW J & ANNE SMITH FND INC 736-74E02?
- The employer identification number (EIN) of MATTHEW J & ANNE SMITH FND INC 736-74E02 is 02-0536250.
- Is MATTHEW J & ANNE SMITH FND INC 736-74E02 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to MATTHEW J & ANNE SMITH FND INC 736-74E02 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MATTHEW J & ANNE SMITH FND INC 736-74E02 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATTHEW J & ANNE SMITH FND INC 736-74E02 due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MATTHEW J & ANNE SMITH FND INC 736-74E02 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of MATTHEW J & ANNE SMITH FND INC 736-74E02?
- The 990-PF for the year ended February 28, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does MATTHEW J & ANNE SMITH FND INC 736-74E02 have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $715,325, expenses of $914,085 and total assets of $4,299,255 at year end.
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