2024-05-09T17:28:31-05:00 2023-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990PF 2023-01-01 462099648 DAVID D SMITH FAMILY FOUNDATION INC DAVI 4105681500 10706 BEAVER DAM ROAD COCKEYSVILLE MD 21030 PAUL O WALLACE PRESIDENT 4105681500 2024-05-09 1 PAUL WALLACE 999009999 0 SCOTT HANDWERGER P00519238 4106855512 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 19367849 X X 1226358 1226358 -61596 706068 0 1164762 1226358 0 0 0 3680 3680 0 32790 967 0 27420 27420 0 63890 32067 0 1360000 1360000 1423890 32067 1360000 -259128 1194291 7634552 5357080 5357080 302807 302807 2575 3137 2575 2575 1966525 3682624 13705387 9604214 9345086 19367849 0 0 X 0 0 0 0 9604214 9345086 9604214 9345086 9604214 9345086 9604214 -259128 0 9345086 0 9345086 MERRILL LYNCH SHORT TERM COVERED P 2023-07-01 2023-12-31 596940 648259 -51319 -51319 MERRILL LYNCH LONG TERM COVERED P 2022-07-01 2023-12-31 108864 119405 -10541 -10541 CAPITAL GAINS DIVIDENDS P 264 264 264 -61596 16601 0 16601 0 16601 12800 0 0 0 12800 0 3801 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A THE FOUNDATION 4105681500 10706 BEAVER DAM ROAD COCKEYSVILLE MD 21030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID D SMITH 1511 IVY HILL ROAD COCKEYSVILLE MD 21030 PRESIDENT & TREASURER 0.00 0 0 0 JACQUELINE SMITH 3864 BUTLER ROAD REISTERSTOWN MD 21136 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 13949851 7026184 0 20976035 0 0 20976035 314641 20661394 1033070 1033070 16601 16601 1016469 0 1016469 0 1016469 1360000 0 1360000 1016469 1169147 2021 94267 0 1360000 1169147 94267 0 96586 0 0 0 0 0 0 0 0 919883 0 0 0 DAVID D SMITH X AMERICAN TRANSPARENCY 3 GRANT SQUARE 355 HINSDALE IL 60521 NONE 501(C)(3) UNRESTRICTED 100000 CAPITAL RESEARCH CENTER 1513 SIXTEENTH STREET NW WASHINGTON DC 20036 NONE 501(C)(3) UNRESTRICTED 100000 CITIZENS ALLIANCE OF AMERICA FOUNDATION 10332 MAIN STREET 264 FAIRFAX VA 22030 NONE 501(C)(3) UNRESTRICTED 250000 GBMC FOUNDATION 6701 N CHARLES ST BALTIMORE MD 21204 NONE 501(C)(3) FURTHER THE DELIVERY OF HEALTHCARE 5000 LAND PRESERVATION TRUST 13501 FALLS ROAD COCKEYSVILLE MD 21030 NONE 501(C)(3) UNRESTRICTED 5000 NATIONAL PHILANTHROPIC TRUST 383 MADISON AVENUE NEW YORK NY 10017 NONE 501(C)(3) MILEONE CARES FUND 500000 MOMS FOR AMERICA 893 S MAIN ST 228 ENGLEWOOD OH 45322 NONE 501(C)(3) UNRESTRICTED 100000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 NONE 501(C)(3) UNRESTRICTED 50000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 100176745 NONE 501(C)(3) UNRESTRICTED 100000 PALM BEACH ATLANTIC UNIVERSITY 901 S FLAGLER DRIVE WEST PALM BEACH FL 334164708 NONE 501(C)(3) UNRESTRICTED 150000 1360000 0 14 1226358 18 -61596 0 1164762 0 1164762 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3680 3680 0 THE FOUNDATION ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY PART OF ITS 2023 EXCESS QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME FROM THE 2021 TAX YEAR. MERRILL LYNCH #2555 - EQUITIES 2451872 12466890 MERRILL LYNCH #3264 - EQUITIES 1230752 1238497 MANAGEMENT FEES 27420 27420 0 EXCISE TAXES 31823 0 0 FOREIGN TAXES 967 967 0