Nonprofit · EIN 27-6974020
MATTHEW AND TRACY SMITH FOUNDATION
Also known as MATTHEW K SMITH TTEE
Tax-exempt · BOCA RATON, FL 33431
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $207,126 | $256,545 | -$49,419 | $2,342,506 | $0 | $2,342,506 |
| September 30, 2024 | 990-PF | $200,463 | $639,576 | -$439,113 | $2,297,936 | $0 | $2,297,936 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $51,316
- Net gain from sales of assets
- $155,810
Expenses
- Grants and similar amounts paid
- $244,835
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $244,835
- Excise tax on investment income
- $2,724
Balance sheet and other
- Total assets, start of year
- $2,297,936
- Total assets, end of year
- $2,342,506
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,342,506
- Fair market value of assets
- $2,342,506
- Qualifying distributions
- $244,835
- Net investment income
- $207,126
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW SMITH C/O BAKER TILLY 2255 GLADES RD, SUITE 111, BOCA RATON, FL 33431 | TRUSTEE | 5 | $0 |
| TRACY SMITH C/O BAKER TILLY 2255 GLADES RD, SUITE 111, BOCA RATON, FL 33431 | TRUSTEE | 5 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW SMITH C/O ANCHIN BLOCK ANCHIN LLP 2255, GLADES RD STE 111E, BOCA RATON, FL 33431 | TRUSTEE | 5 | $0 |
| TRACY SMITH C/O ANCHIN BLOCK ANCHIN LLP 2255, GLADES RD STE 111E, BOCA RATON, FL 33431 | TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- CO BAKER TILLY 2255 GLADES RD 1, BOCA RATON, FL 33431-0000
- In care of
- % ANCHIN BLOCK & ANCHIN LLP
- Signed the 990-PF
- MATTHEW SMITH, OFFICER
- Phone
- (212) 840-3456
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 27-6974020
- 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
- 2011
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,342,506
- Income (IRS master file)
- $737,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $85,595 | $568,893 | $2,417,041 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MATTHEW AND TRACY SMITH FOUNDATION
- What is the EIN of MATTHEW AND TRACY SMITH FOUNDATION?
- The employer identification number (EIN) of MATTHEW AND TRACY SMITH FOUNDATION is 27-6974020.
- Is MATTHEW AND TRACY SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MATTHEW AND TRACY SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MATTHEW AND TRACY SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATTHEW AND TRACY SMITH FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MATTHEW AND TRACY SMITH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of MATTHEW AND TRACY SMITH FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MATTHEW AND TRACY SMITH FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $207,126, expenses of $256,545 and total assets of $2,342,506 at year end.
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