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Nonprofit · EIN 83-1665375

MATHWORKS FOUNDATION INC

Tax-exempt · NATICK, MA 01760

Financials

$6.8M$10M2023$167.2M$23.7M2024$38.7M$35.9M2025
Revenue Expenses · by fiscal year end
Financials of MATHWORKS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$38,697,675$35,937,905$2,759,770$444,786,571$0$444,786,571
December 31, 2024990-PF$167,182,624$23,716,710$143,465,914$424,415,799$0$424,415,799
December 31, 2023990-PF$6,825,775$9,950,652-$3,124,877$268,035,608$0$268,035,608
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$12,869,690
Interest
$384
Net gain from sales of assets
$25,825,297
Other income
$2,304

Expenses

Grants and similar amounts paid
$35,377,700
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$35,387,905
Excise tax on investment income
$537,866

Balance sheet and other

Total assets, start of year
$424,415,799
Total assets, end of year
$444,786,571
Total liabilities, end of year
$0
Net assets, end of year
$444,786,571
Fair market value of assets
$444,786,571
Qualifying distributions
$35,387,905
Net investment income
$38,695,371

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.

NameTitleHours / weekCompensation
JOHN LITTLE
1 APPLE HILL DRIVE, NATICK, MA 01760
PRESIDENT/DIRECTOR0.25$0
JEANNE O'KEEFE
1 APPLE HILL DRIVE, NATICK, MA 01760
TREASURER/DIRECTOR0.25$0
THOMAS M SPERA
1 APPLE HILL DRIVE, NATICK, MA 01760
CLERK0.25$0
STEVEN DOUGLAS BARBO
1 APPLE HILL DRIVE, NATICK, MA 01760
AGENT0.5$0
JAMES RIDER
1 APPLE HILL DRIVE, NATICK, MA 01760
AGENT0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JOHN LITTLE
1 Apple Hill Drive, Natick, MA 01760
PRESIDENT/DIRECTOR0.25$0
JEANNE O'KEEFE
1 Apple Hill Drive, Natick, MA 01760
TREASURER/DIRECTOR0.25$0
THOMAS M SPERA
1 Apple Hill Drive, Natick, MA 01760
CLERK0.25$0
STEVEN DOUGLAS BARBO
1 Apple Hill Drive, Natick, MA 01760
AGENT0.5$0
JAMES RIDER
1 Apple Hill Drive, Natick, MA 01760
AGENT0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOHN LITTLE
1 APPLE HILL DRIVE, NATICK, MA 01760
PRESIDENT/DIRECTOR0.25$0
JEANNE O'KEEFE
1 APPLE HILL DRIVE, NATICK, MA 01760
TREASURER/DIRECTOR0.25$0
THOMAS M SPERA
1 APPLE HILL DRIVE, NATICK, MA 01760
CLERK0.25$0
STEVEN DOUGLAS BARBO
1 APPLE HILL DRIVE, NATICK, MA 01760
AGENT0.5$0
JAMES RIDER
1 APPLE HILL DRIVE, NATICK, MA 01760
AGENT0.5$0

Address and contacts

Address (IRS master file)
1 APPLE HILL DRIVE, NATICK, MA 01760-2072
In care of
% STEVEN DOUGLAS BARBO C/O MAT
Signed the 990-PF
JEANNE O'KEEFE, TREASURER/DIRECTOR
Phone
(508) 647-7000
Return prepared by
WOLF & COMPANY PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-1665375
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$444,786,571
Income (IRS master file)
$185,563,921

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$38,697,675$35,937,905$444,786,571XML
990-PFDecember 2024$167,182,624$23,716,710$424,415,799XML
990-PFDecember 2023$6,825,775$9,950,652$268,035,608XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 83-1665375).

Questions about MATHWORKS FOUNDATION INC

What is the EIN of MATHWORKS FOUNDATION INC?
The employer identification number (EIN) of MATHWORKS FOUNDATION INC is 83-1665375.
Is MATHWORKS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to MATHWORKS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MATHWORKS FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MATHWORKS FOUNDATION INC 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 MATHWORKS FOUNDATION INC 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 MATHWORKS FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does MATHWORKS FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,697,675, expenses of $35,937,905 and total assets of $444,786,571 at year end.

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