Nonprofit · EIN 47-3862135
THOMAS W SMITH FOUNDATION
Tax-exempt · BOCA RATON, FL 33431
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $15,529,852 | $10,250,266 | $5,279,586 | $24,071,543 | $0 | $24,071,543 |
| December 31, 2024 | 990-PF | $397,945 | $9,895,149 | -$9,497,204 | $16,316,555 | $0 | $16,316,555 |
| December 31, 2023 | 990-PF | $18,355,087 | $9,383,740 | $8,971,347 | $28,282,354 | $0 | $28,282,354 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $15,000,000
- Dividends
- $529,852
Expenses
- Grants and similar amounts paid
- $9,519,936
- Compensation of officers, directors and key employees
- $535,000
- Disbursements for charitable purposes
- $10,197,341
- Excise tax on investment income
- $6,720
Balance sheet and other
- Total assets, start of year
- $16,316,555
- Total assets, end of year
- $24,071,543
- Total liabilities, end of year
- $0
- Net assets, end of year
- $24,071,543
- Fair market value of assets
- $24,071,543
- Qualifying distributions
- $10,197,341
- Net investment income
- $529,852
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 |
|---|---|---|---|
| JAMES PIERESON 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE/DIRECTOR | 25 | $450,000 |
| LORI SMITH CURLEY 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 15 | $75,000 |
| VICTORIA MCKENZIE 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 1 | $5,000 |
| RANDALL GILBERD 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 3 | $5,000 |
| THOMAS W SMITH 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | PRESIDENT & CHAIRMAN | 15 | $0 |
| DIANE G SMITH 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | VICE PRESIDENT, TRUSTEE | 1 | $0 |
| THOMAS MCWILLIAMS 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 1 | $0 |
| THOMAS TRYFOROS 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES PIERESON 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE/DIRECTOR | 25 | $400,000 |
| LORI SMITH CURLEY 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 15 | $75,000 |
| VICTORIA MCKENZIE 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 1 | $5,000 |
| RANDALL GILBERD 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 3 | $5,000 |
| THOMAS W SMITH 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | PRESIDENT & CHAIRMAN | 15 | $0 |
| DIANE G SMITH 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | VICE PRESIDENT, TRUSTEE | 1 | $0 |
| THOMAS MCWILLIAMS 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES PIERESON 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE/DIRECTOR | 25 | $350,000 |
| LORI SMITH CURLEY 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 15 | $75,000 |
| VICTORIA MCKENZIE 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 1 | $5,000 |
| RANDALL GILBERD 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 3 | $5,000 |
| THOMAS W SMITH 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | PRESIDENT & CHAIRMAN | 15 | $0 |
| DIANE G SMITH 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | VICE PRESIDENT, TRUSTEE | 1 | $0 |
| THOMAS MCWILLIAMS 2200 BUTTS ROAD SUITE 320, BOCA RATON, FL 33431 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2200 BUTTS RD STE 320, BOCA RATON, FL 33431-7453
- In care of
- % DONNA EPSTEIN
- Signed the 990-PF
- LORI SMITH CURLEY, TRUSTEE
- Phone
- (561) 314-0800
- Return prepared by
- ANCHIN BLOCK & ANCHIN 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
- 47-3862135
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $24,071,543
- Income (IRS master file)
- $15,529,852
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $15,529,852 | $10,250,266 | $24,071,543 | IRS |
| 990-PF | December 2024 | $397,945 | $9,895,149 | $16,316,555 | IRS |
| 990-PF | December 2023 | $18,355,087 | $9,383,740 | $28,282,354 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 47-3862135).
Questions about THOMAS W SMITH FOUNDATION
- What is the EIN of THOMAS W SMITH FOUNDATION?
- The employer identification number (EIN) of THOMAS W SMITH FOUNDATION is 47-3862135.
- Is THOMAS W SMITH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to THOMAS W SMITH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THOMAS W SMITH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOMAS W SMITH 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 THOMAS W SMITH 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 THOMAS W SMITH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 4 received compensation from the organization, the highest $450,000 (JAMES PIERESON, TRUSTEE/DIRECTOR).
- How much revenue does THOMAS W SMITH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,529,852, expenses of $10,250,266 and total assets of $24,071,543 at year end.
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