Nonprofit · EIN 22-3048829
RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
Tax-exempt · NEWTON, MA 02462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,238 | $13,144 | $7,094 | $499,811 | $0 | $499,811 |
| December 31, 2024 | 990-PF | $69,224 | $13,073 | $56,151 | $492,717 | $0 | $492,717 |
| December 31, 2023 | 990-PF | $13,132 | $12,641 | $491 | $436,566 | $0 | $436,566 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $20,188
- Net gain from sales of assets
- $50
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $5,850
- Excise tax on investment income
- $194
Balance sheet and other
- Total assets, start of year
- $492,717
- Total assets, end of year
- $499,811
- Total liabilities, end of year
- $0
- Net assets, end of year
- $499,811
- Fair market value of assets
- $489,556
- Qualifying distributions
- $5,850
- Net investment income
- $20,238
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 |
|---|---|---|---|
| ROBERT A SMITH C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEES | 1 | $0 |
| AMY S BERYLSON C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEES | 1 | $0 |
| DEBRA S KNEZ C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEES | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A SMITH C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEES | 1 | $0 |
| AMY S BERYLSON C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEES | 1 | $0 |
| DEBRA S KNEZ C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEES | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A SMITH C/O SMITH MANAGEMENT ONE NEWTON, EXECUTIVE PARK SUITE 104, NEWTON, MA 02462 | TRUSTEES | 1 | $0 |
| AMY S BERYLSON C/O GOULSTON STORRS 400 ATLANTIC, AVE, BOSTON, MA 02110 | TRUSTEES | 1 | $0 |
| DEBRA S KNEZ C/O GOULSTON STORRS 400 ATLANTIC, AVE, BOSTON, MA 02110 | TRUSTEES | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462-1435
- Signed the 990-PF
- ROBERT A SMITH, TRUSTEE
- Phone
- (617) 278-5200
- Return prepared by
- DELOITTE TAX 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 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
- 22-3048829
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $499,811
- Income (IRS master file)
- $20,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,238 | $13,144 | $499,811 | IRS |
| 990-PF | December 2024 | $69,224 | $13,073 | $492,717 | IRS |
| 990-PF | December 2023 | $13,132 | $12,641 | $436,566 | 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 22-3048829).
Questions about RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST
- What is the EIN of RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST?
- The employer identification number (EIN) of RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST is 22-3048829.
- Is RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD AND SUSAN SMITH 1990 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 RICHARD AND SUSAN SMITH 1990 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 RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does RICHARD AND SUSAN SMITH 1990 CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,238, expenses of $13,144 and total assets of $499,811 at year end.
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