Nonprofit · EIN 23-7090011
RICHARD AND SUSAN SMITH FAMILY FOUNDATION
Tax-exempt · NEWTON, MA 02462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $28,349,721 | $23,886,671 | $4,463,050 | $302,919,250 | $0 | $302,919,250 |
| April 30, 2024 | 990-PF | $5,681,852 | $26,492,706 | -$20,810,854 | $296,058,142 | $0 | $296,058,142 |
| April 30, 2023 | 990-PF | $30,619,653 | $29,401,503 | $1,218,150 | $318,152,176 | $0 | $318,152,176 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $7,105,521
- Dividends
- $1,483,222
- Interest
- $2,073,249
- Net gain from sales of assets
- $16,860,577
- Other income
- $827,152
Expenses
- Grants and similar amounts paid
- $15,577,783
- Compensation of officers, directors and key employees
- $1,085,631
- Salaries, compensation and benefits (total)
- $196,043
- Disbursements for charitable purposes
- $18,012,938
- Excise tax on investment income
- $216,305
Balance sheet and other
- Total assets, start of year
- $296,058,142
- Total assets, end of year
- $302,919,250
- Total liabilities, end of year
- $0
- Net assets, end of year
- $302,919,250
- Fair market value of assets
- $400,615,641
- Qualifying distributions
- $18,012,938
- Net investment income
- $21,218,578
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNNE DOBLIN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | EXECUTIVE DIRECTOR | 40 | $432,512 | $54,268 |
| SHANNA SHULMAN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | DIRECTOR HEALTH AND MEDICAL RESEARCH | 40 | $244,629 | $49,074 |
| MARJORIE RINGROSE ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | DIRECTOR OF EDUCATION | 40 | $240,003 | $51,673 |
| AMY HAMPE ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | SENIOR PROGRAM OFFICER | 40 | $168,487 | $47,282 |
| DAVID RUBINSTEIN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | OPERATIONS MANAGER Highest-paid employee | 40 | $111,950 | $43,839 |
| FAOUZI TALABI ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $84,093 | $14,363 |
| AMY S BERYLSON ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| DEBRA S KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ROBERT A SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| DANA W SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JENNIFER BLOCK ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JONATHAN BLOCK ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JESSICA KNEZ DULAC ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ANDREW KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JAMES BERYLSON ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH BERYLSON KATZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 |
| ROBERT KATZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 |
| MADELEINE SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 |
| RYAN SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 |
| KRISTA KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 |
| JACKSON SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 |
| NICOLAS DULAC ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 |
| HALLE KENDALL SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNNE DOBLIN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | EXECUTIVE DIRECTOR | 40 | $416,445 | $58,375 |
| SHANNA SHULMAN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | SENIOR PROGRAM OFFICER | 40 | $235,000 | $50,522 |
| MARJORIE RINGROSE ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | SENIOR PROGRAM OFFICER | 40 | $230,000 | $50,522 |
| AMY HAMPE ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | PROGRAM OFFICER | 40 | $156,500 | $46,013 |
| DAVID RUBINSTEIN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | OFFICE AND GRANTS AD Highest-paid employee | 40 | $105,000 | $42,922 |
| FAOUZI TALABI ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $78,500 | $16,327 |
| AMY S BERYLSON ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| DEBRA S KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ROBERT A SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| DANA W SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JENNIFER BLOCK ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JONATHAN BLOCK ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JESSICA KNEZ DULAC ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ANDREW KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JAMES BERYLSON ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ELIZABETH BERYLSON KATZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ROBERT KATZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| MADELEINE SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| RYAN SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| KRISTA KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JACKSON SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| NICOLAS DULAC ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended April 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNNE DOBLIN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | EXECUTIVE DIRECTOR | 40 | $400,000 | $61,978 |
| SHANNA SHULMAN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | SENIOR PROGRAM OFFICER | 40 | $224,000 | $50,564 |
| MARJORIE RINGROSE ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | SENIOR PROGRAM OFFICER | 40 | $217,000 | $52,269 |
| AMY HAMPE ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | PROGRAM OFFICER | 40 | $146,000 | $50,091 |
| DAVID RUBINSTEIN ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | OFFICE AND GRANTS AD Highest-paid employee | 40 | $99,000 | $43,260 |
| AMY S BERYLSON ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JOHN G BERYLSON ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| DEBRA S KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ROBERT A SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| DANA W SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JENNIFER BLOCK ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JONATHAN BLOCK ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JESSICA KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ANDREW KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| JAMES BERYLSON ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ELIZABETH BERYLSON KATZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| ROBERT KATZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| MADELEINE SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| RYAN SMITH ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $0 |
| KRISTA KNEZ ONE NEWTON EXECUTIVE PARK STE 104, NEWTON, MA 02462 | TRUSTEE | 1 | $0 | $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
- (857) 404-0700
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7090011
- 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
- 1970
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $302,919,250
- Income (IRS master file)
- $32,261,467
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $28,349,721 | $23,886,671 | $302,919,250 | XML |
| 990-T | April 2025 | – | – | – | IRS |
| 990-PF | April 2024 | $5,681,852 | $26,492,706 | $296,058,142 | XML |
| 990-T | April 2024 | – | – | – | IRS |
| 990-PF | April 2023 | $30,619,653 | $29,401,503 | $318,152,176 | XML |
| 990-T | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-T | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-T | April 2021 | – | – | – | 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 23-7090011).
Questions about RICHARD AND SUSAN SMITH FAMILY FOUNDATION
- What is the EIN of RICHARD AND SUSAN SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of RICHARD AND SUSAN SMITH FAMILY FOUNDATION is 23-7090011.
- Is RICHARD AND SUSAN SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to RICHARD AND SUSAN SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD AND SUSAN SMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD AND SUSAN SMITH FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD AND SUSAN SMITH FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of RICHARD AND SUSAN SMITH FAMILY FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 23 people; 6 received compensation from the organization, the highest $432,512 (LYNNE DOBLIN, EXECUTIVE DIRECTOR).
- How much revenue does RICHARD AND SUSAN SMITH FAMILY FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $28,349,721, expenses of $23,886,671 and total assets of $302,919,250 at year end.
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