The Matthew J & Anne B Smith Foundation Inc

PENNINGTON, NJ EIN: 02-0536250

The Matthew J & Anne B Smith Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 12 grants totaling $310K. Net investment income was $342K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.5M

+0.3% YoY

Annual Giving

$310K

-28.7% YoY

Grant Count

12

-29.4% YoY

Avg Grant Size

$26K

+1.0% YoY

Under IRS private-foundation payout rules, The Matthew J & Anne B Smith Foundation Inc reported a distributable amount of $256K for 2025 — the minimum it must pay out in qualifying distributions.

About The Matthew J & Anne B Smith Foundation Inc

Based on IRS filings

The Matthew J & Anne B Smith Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 12 grants totaling $310K. Net investment income was $342K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BooneFt PierceHillsdaleKnoxvilleMiamiOrlandoSebastianVero BeachWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$182K$364K$547K$729K20212022202320242025
Metric202520242023
Total Assets$4,499,338$4,485,249$4,614,954
Revenue$384,177$382,611$657,706
Expenses$384,831$497,769$563,677
Qualifying Distributions$335,658$459,366$511,574
Net Investment Income$341,905$336,041$73,635
Distributable Amount$256,109$240,363$235,816

Giving Over Time

Total grant dollars and number of grants per year

$0$121K$243K$364K$485K12 grants202114 grants202214 grants202317 grants202412 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

St Sebastian Catholic Ch…$50KVETERANS COUNCIL O INDIA…$50KFOOD PANTRY OF INDIAN RI…$25KTHE BUGGY BUNCH$25KWE CARE FOUNDATION OF IN…$25KWOMENS CARE CENTER OF IRC$25KLITTLE BIRTHDAY ANGELS INC$25KCHILDCARE RESOURCES OF I…$25KLEARNING ALLIANCE INC$20KCROSSOVER MISSION$20K

Grant Size Distribution

69 grants across all recorded years

63<$50K4$50–100K1$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include St Sebastian Catholic Church ($50,000), Veterans Council O Indian River ($50,000), Food Pantry of Indian River ($25,000).

RecipientPurposeAmount
FOOD PANTRY OF INDIAN RIVER VERO BEACH, FLUNRESTRICTED GENERAL$25,000
ST CHRISTOPHER FUND KNOXVILLE, TNUNRESTRICTED GENERAL$10,000
LEARNING ALLIANCE INC VERO BEACH, FLUNRESTRICTED GENERAL$20,000
THE BUGGY BUNCH VERO BEACH, FLUNRESTRICTED GENERAL$25,000
WE CARE FOUNDATION OF INDIAN RIVER VERO BEACH, FLUNRESTRICTED GENERAL$25,000
WOMENS CARE CENTER OF IRC VERO BEACH, FLUNRESTRICTED GENERAL$25,000
CROSSOVER MISSION VERO BEACH, FLUNRESTRICTED GENERAL$20,000
LITTLE BIRTHDAY ANGELS INC VERO BEACH, FLUNRESTRICTED GENERAL$25,000
St Sebastian Catholic Church SEBASTIAN, FLUNRESTRICTED GENERAL$50,000
SAMARITAN CENTER VERO BEACH, FLUNRESTRICTED GENERAL$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
REGINA WARDDIRECTOR1
MARIA KLIPSTINEPRESIDENT1
LAURA SHORTSEC/TREAS1
JOHN DAVIDDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Matthew J & Anne B Smith Foundation Inc?

The Matthew J & Anne B Smith Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $4.5M in total assets as of 2025.

How large is The Matthew J & Anne B Smith Foundation Inc?

As of 2025, The Matthew J & Anne B Smith Foundation Inc holds $4.5M in total assets with $384K in annual revenue. It awarded 12 grants totaling $310K in 2025.

Where does The Matthew J & Anne B Smith Foundation Inc operate?

The Matthew J & Anne B Smith Foundation Inc has awarded grants in District of Columbia, Florida, Michigan, North Carolina, Tennessee.

What size grants does The Matthew J & Anne B Smith Foundation Inc award?

In 2025, The Matthew J & Anne B Smith Foundation Inc awarded 12 grants totaling $310K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is The Matthew J & Anne B Smith Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Matthew J & Anne B Smith Foundation Inc reported a distributable amount of $256K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Matthew J & Anne B Smith Foundation Inc's EIN?

The Matthew J & Anne B Smith Foundation Inc's EIN (Employer Identification Number) is 02-0536250. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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