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 |
| September 30, 2023 | 990-PF | $85,595 | $568,893 | -$483,298 | $2,417,041 | $0 | $2,417,041 |
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 |
990-PF for the year ended September 30, 2023: 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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 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 | $207,126 | $256,545 | $2,342,506 | XML |
| 990-PF | September 2024 | $200,463 | $639,576 | $2,297,936 | XML |
| 990-PF | September 2023 | $85,595 | $568,893 | $2,417,041 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 27-6974020).
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 16, 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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