Matthew And Tracy Smith Foundation

Matthew K Smith Ttee

Boca Raton, FL
Tax-exempt since Jan. 2011
EIN: 27-6974020

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$85.6k (2023)

Expenses

$569k (2023)

Total Assets

$2.42M (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Revenue

$85,595

Expenses

$568,893

Net Income

-$483,298

Net Assets

$2,417,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,074	64.3%
Sales of Assets	$30,521	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$558,167	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,417,041
Total Liabilities	$0
Net Assets	$2,417,041

Compensation

Key Employees and Officers	Compensation	Other
Matthew Smith (Trustee)	$0	$0
Tracy Smith (Trustee)	$0	$0

990-PF

Filed on Aug. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2022

Revenue

$71,866

Expenses

$133,737

Net Income

-$61,871

Net Assets

$2,581,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,247	90.8%
Sales of Assets	$6,619	9.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,167	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,581,831
Total Liabilities	$0
Net Assets	$2,581,831

Compensation

Key Employees and Officers	Compensation	Other
Matthew Smith (Trustee)	$0	$0
Tracy Smith (Trustee)	$0	$0

990-PF

Filed on Feb. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2021

Revenue

$247,605

Expenses

$618,983

Net Income

-$371,378

Net Assets

$3,370,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,387	1.0%
Dividends	$54,979	22.2%
Sales of Assets	$189,256	76.4%
Other Income	$983	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$590,000	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,370,958
Total Liabilities	$0
Net Assets	$3,370,958

Compensation

Key Employees and Officers	Compensation	Other
Matthew Smith (Trustee)	$0	$0
Tracy Smith (Trustee)	$0	$0

990-PF

Filed on July 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$545,544

Expenses

$307,118

Net Income

$238,426

Net Assets

$3,238,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,152	0.9%
Dividends	$61,076	11.2%
Sales of Assets	$479,316	87.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,007	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,238,149
Total Liabilities	$1
Net Assets	$3,238,148

Compensation

Key Employees and Officers	Compensation	Other
Matthew Smith (Trustee)	$0	$0
Tracy Smith (Trustee)	$0	$0

990-PF

Filed on Aug. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$123,070

Expenses

$127,001

Net Income

-$3,931

Net Assets

$3,276,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,768	7.1%
Dividends	$69,630	56.6%
Sales of Assets	$44,672	36.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,292	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,276,742
Total Liabilities	$1
Net Assets	$3,276,741

Compensation

Key Employees and Officers	Compensation	Other
Matthew Smith (Trustee)	$0	$0
Tracy Smith (Trustee)	$0	$0

990-PF

Filed on Aug. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$204,871

Expenses

$248,136

Net Income

-$43,265

Net Assets

$3,316,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,646	2.8%
Dividends	$59,782	29.2%
Sales of Assets	$139,443	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,086	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,316,564
Total Liabilities	$0
Net Assets	$3,316,564

Compensation

Key Employees and Officers	Compensation	Other
Matthew Smith (Trustee)	$0	$0
Tracy Smith (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$100,530

Expenses

$373,825

Net Income

-$273,295

Net Assets

$3,284,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,062	4.0%
Dividends	$60,193	59.9%
Sales of Assets	$36,275	36.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$358,212	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,284,831
Total Liabilities	$0
Net Assets	$3,284,831

Compensation

Key Employees and Officers	Compensation	Other
Matthew Smith (Trustee)	$0	$0
Tracy Smith (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2015

Revenue

$278,723

Expenses

$489,889

Net Income

-$211,166

Net Assets

$2,220,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$251,300	90.2%
Interest Revenue	$88	0.0%
Dividends	$52,343	18.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$474,588	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,220,486
Total Liabilities	$0
Net Assets	$2,220,486

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2014

Revenue

$659,432

Expenses

$404,708

Net Income

$254,724

Net Assets

$2,518,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,500	75.9%
Interest Revenue	$0
Dividends	$57,586	8.7%
Sales of Assets	$101,346	15.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$391,797	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,581,591
Total Liabilities	$62,921
Net Assets	$2,518,670

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Revenue

-$12,189

Expenses

$512,631

Net Income

-$524,820

Net Assets

$2,263,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,530
Interest Revenue	$2
Dividends	$29,254
Sales of Assets	$0
Other Income	$359

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$501,853	97.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,263,175
Total Liabilities	$0
Net Assets	$2,263,175

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Revenue

$50,246

Expenses

$192,063

Net Income

-$141,817

Net Assets

$2,617,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$850	1.7%
Dividends	$50,549	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,469	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,617,258
Total Liabilities	$0
Net Assets	$2,617,258

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$2,978,567

Expenses

$144,163

Net Income

$2,834,404

Net Assets

$2,563,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000,000	> 100%
Interest Revenue	$1,049	0.0%
Dividends	$23,977	0.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,200	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,563,905
Total Liabilities	$0
Net Assets	$2,563,905

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Matthew And Tracy Smith Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $85.6k (2023)

Expenses $569k (2023)

Total Assets $2.42M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$85.6k (2023)

Expenses

$569k (2023)

Total Assets

$2.42M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011