Nonprofit · EIN 99-3994958
THOMAS E SMITH FOUNDATION INC
Tax-exempt · MARBLEHEAD, MA 01945
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $622,072 | $898,053 | -$275,981 | $2,023,647 | $87,713 | $1,935,934 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $610,432
- Program service revenue
- $0
- Investment income
- $28,882
- Net income from fundraising events
- -$17,242
- Other revenue
- -$17,242
Expenses
- Grants and similar amounts paid
- $313,242
- Compensation of officers, directors and key employees
- $277,852
- Other salaries and wages
- $53,589
- Salaries, compensation and benefits (total)
- $368,175
- Professional fundraising fees
- $0
- Legal fees
- $3,998
- Accounting fees
- $30,445
- Occupancy
- $1,660
- Travel
- $8,800
- Depreciation
- $735
- Program services (functional)
- $551,326
- Management and general (functional)
- $224,452
- Fundraising (functional)
- $122,275
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $2,023,647
- Total liabilities, end of year
- $87,713
- Net assets, end of year
- $1,935,934
- Land, buildings and equipment
- $6,338
- Publicly traded securities
- $1,556,457
- Net assets without donor restrictions
- $969,717
- Net assets with donor restrictions
- $966,217
- Gross receipts
- $689,591
- Employees
- 4
- Volunteers
- 10
- Year formed
- 2024
- State of legal domicile
- MA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARAH MERREFIELD | EXECUTIVE DIRECTOR/COO Trustee or director, Officer | 40 | $87,769 | $109,385 | $15,702 |
| THOMAS E SMITH | PRESIDENT/CO-FOUNDER & TRUSTEE Trustee or director, Officer | 40 | $83,346 | $106,385 | $19,655 |
| CHRISTOPHER K SMITH | CHIEF ADVANCEMENT OFFICER/TRUSTEE Trustee or director, Officer | 40 | $81,654 | $104,615 | $22,645 |
| J TUCKER MULLIN | CO-FOUNDER & TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 17 DARLING ST, MARBLEHEAD, MA 01945-3534
- Mailing address (990-N for 2024)
- 17 DARLING STREET, MARBLEHEAD MA 01945
- Principal officer (990 for 2025)
- J TUCKER MULLIN, 17 DARLING STREET, MARBLEHEAD, MA 01945
- Principal officer (990-N for 2024)
- J TUCKER MULLIN, 17 DARLING STREET, MARBLEHEAD MA 01945
- Signed the 990
- J TUCKER MULLIN, CO-FOUNDER AND TRUSTEE
- Phone
- (978) 314-3020
- Return prepared by
- AAFCPAS INC
Mission
THE THOMAS E. SMITH FOUNDATION IS A 501(C)(3) NON-PROFIT ORGANIZATION WHOSE MISSION IS TO BETTER THE LIVES OF THOSE AFFECTED BY AND LIVING WITH PARALYSIS THROUGH FINANCIAL AND EMOTIONAL SUPPORT, AS WELL AS SUPPORTING PREVENTIVE INNOVATIONS THAT DECREASE THE RISK OF SPINAL CORD INJURIES.
Program accomplishments
- THE THOMAS E. SMITH FOUNDATION MAINTAINS ITS STRONGER TOGETHER PROGRAM, WHICH SUPPORTS INDIVIDUALS AND FAMILIES AFFECTED BY AND LIVING WITH PARALYSIS. IN 2025, THIS PROGRAM DISTRIBUTED $313,242 IN GRANTS FOR VARIOUS EXPENSES NOT COVERED BY INSURANCE, SUCH AS: PHYSICAL THERAPY, HOME MODIFICATIONS, NURSING CARE, EQUIPMENT, AND RESEARCH.Expenses $551,326 · grants $313,242
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 99-3994958
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,023,647
- Income (IRS master file)
- $689,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $622,072 | $898,053 | $2,023,647 | IRS |
| 990-N for 2024 Officer: J TUCKER MULLIN | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
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 99-3994958).
Questions about THOMAS E SMITH FOUNDATION INC
- What is the EIN of THOMAS E SMITH FOUNDATION INC?
- The employer identification number (EIN) of THOMAS E SMITH FOUNDATION INC is 99-3994958.
- Is THOMAS E SMITH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to THOMAS E SMITH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THOMAS E SMITH FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THOMAS E SMITH 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 THOMAS E SMITH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THOMAS E SMITH FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names J TUCKER MULLIN.
- Who are the officers and directors of THOMAS E SMITH FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $87,769 (SARAH MERREFIELD, EXECUTIVE DIRECTOR/COO).
- How much revenue does THOMAS E SMITH FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $622,072, expenses of $898,053 and total assets of $2,023,647 at year end.
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