Smith Family Benevolent Fund

Sudbury, MA
Tax-exempt since July 1998
EIN: 47-0812065

Receive an email when new data is available for this organization.

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$58.2k (2024)

Expenses

$103k (2024)

Total Assets

$1.84M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$58,174

Expenses

$103,021

Net Income

-$44,847

Net Assets

$1,843,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94	0.2%
Dividends	$58,080	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$1,843,209
Total Liabilities	$0
Net Assets	$1,843,209

Compensation

Key Employees and Officers	Compensation	Other
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (President)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$41,653

Expenses

$80,100

Net Income

-$38,447

Net Assets

$1,381,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$96	0.2%
Dividends	$41,557	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,100	100%
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	$1,381,201
Total Liabilities	$0
Net Assets	$1,381,201

Compensation

Key Employees and Officers	Compensation	Other
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (President)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 8, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$40,528

Expenses

$80,082

Net Income

-$39,554

Net Assets

$1,597,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53	0.1%
Dividends	$40,475	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,732	99.6%
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	$1,597,047
Total Liabilities	$0
Net Assets	$1,597,047

Compensation

Key Employees and Officers	Compensation	Other
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (President)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 25, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$38,976

Expenses

$80,850

Net Income

-$41,874

Net Assets

$1,612,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$38,971	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,500	99.6%
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	$1,612,455
Total Liabilities	$0
Net Assets	$1,612,455

Compensation

Key Employees and Officers	Compensation	Other
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (President)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 16, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$38,654

Expenses

$72,635

Net Income

-$33,981

Net Assets

$1,515,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,654	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$1,515,572
Total Liabilities	$1
Net Assets	$1,515,571

Compensation

Key Employees and Officers	Compensation	Other
Sanford V Smith (President)	$0	$0
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (Board Of Direcotors)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 14, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$36,538

Expenses

$76,484

Net Income

-$39,946

Net Assets

$1,423,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63	0.2%
Dividends	$36,475	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,300	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	$1,423,159
Total Liabilities	$1
Net Assets	$1,423,158

Compensation

Key Employees and Officers	Compensation	Other
Sanford V Smith (President)	$0	$0
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (Board Of Direcotors)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 15, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$35,229

Expenses

$83,166

Net Income

-$47,937

Net Assets

$1,504,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,229	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,000	95.0%
Compensation of Officers*	$5,841	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,504,825
Total Liabilities	$0
Net Assets	$1,504,825

Compensation

Key Employees and Officers	Compensation	Other
Jennifer R Knapp (Board Of Directors)	$2,314	$4,628
Andrew R Smith (Board Of Direcotors)	$1,865	$3,730
Martin K Smith (Board Of Directors)	$1,662	$3,324
Sanford V Smith (President)	$0	$0
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0

+ View more people

990-PF

Filed on May 3, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

Expenses

$79,011

Net Income

-$79,011

Net Assets

$1,489,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,200	97.7%
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	$1,489,503
Total Liabilities	$0
Net Assets	$1,489,503

Compensation

Key Employees and Officers	Compensation	Other
Sanford V Smith (President)	$0	$0
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (Board Of Direcotors)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 12, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$32,084

Expenses

$64,751

Net Income

-$32,667

Net Assets

$1,295,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$32,075	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,426	99.5%
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	$1,295,136
Total Liabilities	$0
Net Assets	$1,295,136

Compensation

Key Employees and Officers	Compensation	Other
Sanford V Smith (President)	$0	$0
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (Board Of Direcotors)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 11, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$33,770

Expenses

$63,821

Net Income

-$30,051

Net Assets

$1,166,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,770	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,821	100%
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	$1,166,730
Total Liabilities	$0
Net Assets	$1,166,730

Compensation

Key Employees and Officers	Compensation	Other
Sanford V Smith (President)	$0	$0
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (Board Of Direcotors)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 16, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$31,716

Expenses

$70,104

Net Income

-$38,388

Net Assets

$1,187,118

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$136	0.4%
Dividends	$31,580	99.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,754	93.8%
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	$1,192,490
Total Liabilities	$5,372
Net Assets	$1,187,118

Compensation

Key Employees and Officers	Compensation	Other
Sanford V Smith (President)	$0	$0
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (Board Of Direcotors)	$0	$0
Jennifer R Knapp (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$30,167

Expenses

$60,450

Net Income

-$30,283

Net Assets

$1,080,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$30,160	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,450	100%
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	$1,080,824
Total Liabilities	$0
Net Assets	$1,080,824

Compensation

Key Employees and Officers	Compensation	Other
Sanford V Smith (President)	$0	$0
Patricia K Smith (Vice President)	$0	$0
Carey V Smith (Sec/Treasurer)	$0	$0
Martin K Smith (Board Of Directors)	$0	$0
Andrew R Smith (Board Of Direcotors)	$0	$0
Jennifer R Morales (Board Of Directors)	$0	$0

+ View more people

990-PF

Filed on May 10, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$35,397

Expenses

$58,454

Net Income

-$23,057

Net Assets

$862,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,792	19.2%
Interest Revenue	$5	0.0%
Dividends	$28,600	80.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,454	100%
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	$862,521
Total Liabilities	$1
Net Assets	$862,520

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$27,940

Expenses

$46,575

Net Income

-$18,635

Net Assets

$867,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,940	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,555	100.0%
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	$867,570
Total Liabilities	$1
Net Assets	$867,569

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Smith Family Benevolent Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $58.2k (2024)

Expenses $103k (2024)

Total Assets $1.84M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$58.2k (2024)

Expenses

$103k (2024)

Total Assets

$1.84M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001