THOMAS W SMITH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W SMITH FOUNDATION (EIN 47-3862135)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202501299349101820
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T11:34:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473862135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS W SMITH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5613140800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 BUTTS ROAD 320 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI SMITH CURLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5613140800 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E GEORGE TEIXEIRA | PreparerPersonNm |
| PTIN | P00173894 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,316,555 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $397,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $397,945 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $397,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,945 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $485,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $447,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,094 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,094 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,662 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,663 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $135,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,559 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,559 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $493 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $692,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $641,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,202,678 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,202,678 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,895,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,843,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,497,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,783 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,794,651 | CashBOYAmt |
| Cash EOY | $2,300,837 | CashEOYAmt |
| Cash EOYFMV | $2,300,837 | CashEOYFMVAmt |
| Corporate Stock BOY | $16,484,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,015,718 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,015,718 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,390 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,282,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,316,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,316,555 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,282,354 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,316,555 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,282,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,316,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,282,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,316,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,282,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,497,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,785,150 | SubtotalAmt |
| Other Decreases | $2,468,595 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,316,555 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,890 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,890 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,273 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,273 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,383 | OverpaymentAmt |
| Applied To ES Tax | $1,383 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS W SMITH FOUNDATION INC | IndividualWithBooksNm |
| Phone | 5613140800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 BUTTS ROAD SUITE 320 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS W SMITH | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | PRESIDENT & CHAIRMAN | 15.00 | $0 | $0 | $0 |
| LORI SMITH CURLEY | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 15.00 | $75,000 | $0 | $0 |
| DIANE G SMITH | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | VICE PRESIDENT, TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES PIERESON | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE/DIRECTOR | 25.00 | $400,000 | $0 | $0 |
| VICTORIA MCKENZIE | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| THOMAS MCWILLIAMS | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RANDALL GILBERD | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 3.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JAMES PIERESON | |||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | CONSULTING | $400,000 |
| STEPHEN MOORE | |||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | CONSULTING | $105,000 |
| LORI SMITH CURLEY | |||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | CONSULTING | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,412,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,723,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,136,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,136,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $347,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,789,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,139,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,139,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,890 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,890 | TotalTaxAmt |
| Distributable Before Adj | $1,134,568 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,134,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,134,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,843,987 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,843,987 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,134,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,041,718 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,032,824 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,311,578 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,207,005 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,593,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,843,987 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,134,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,709,419 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,302,544 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,302,544 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,041,718 | ExcessFromYear4Amt |
| Excess From Year3 | $14,032,824 | ExcessFromYear3Amt |
| Excess From Year2 | $9,311,578 | ExcessFromYear2Amt |
| Excess From Year1 | $8,207,005 | ExcessFromYear1Amt |
| Excess From Current Year | $8,709,419 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS W SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL ADAMS INSTITUTE | ||||||||
| 14 ARROW STREET SUITE G10 | CAMBRIDGE | MA | 02138 | NONE | PC | EDUCATION | $50,000 | |
| AEI | ||||||||
| 1150 SEVENTEENTH STREETNW | WASHINGTON | DC | 203364670 | NONE | PC | PUBLIC POLICY | $200,000 | |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | ||||||||
| 2900 CRYSTAL DRIVE 6TH FLOOR | ARLINGTON | VA | 22202 | NONE | PC | PUBLIC POLICY | $150,000 | |
| AMERICAN TRANSPARENCY | ||||||||
| 200 S FRONTAGE ROAD SUITE 106 | BURR RIDGE | IL | 60527 | NONE | PC | EDUCATION | $250,000 | |
| AMERICAN WATCHDOGS INC | ||||||||
| 7060 ILLINOIS HIGHWAY 1 | PARIS | IL | 61944 | NONE | PC | PUBLIC POLICY | $150,000 | |
| ASHLAND UNIVERSITY | ||||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | NONE | PC | EDUCATION | $100,000 | |
| ASSOC OF PRIVATE ENTERPRISE EDUCATION | ||||||||
| TEXAS TECH UNIVERSITY PO BOX 45059 | LUBBOCK | TX | 794095059 | NONE | PC | PUBLIC POLICY | $40,000 | |
| ATLAS ECONOMIC RESEARCH FDTN | ||||||||
| 4075 WILSON BLVD NO 310 | ARLINGTON | VA | 22203 | NONE | PC | PUBLIC POLICY | $150,000 | |
| BEACON CENTER OF TENNESSEE | ||||||||
| 1200 CLINTON STREET 205 | NASHVILLE | TN | 37203 | NONE | PC | PUBLIC POLICY | $50,000 | |
| CALVIN COOLIDGE MEMORIAL FOUNDATION | ||||||||
| PO BOX 97 | PLYMOUTH | VT | 05056 | NONE | PC | EDUCATION | $100,000 | |
| CENTER FOR AMERICAN GREATNESS | ||||||||
| 3107 E CAMELBACK ROAD SUITE 907 | PHOENIX | AZ | 85016 | NONE | PC | EDUCATION | $100,000 | |
| CLAREMONT INSTITUTE | ||||||||
| 1317 W FOOTHILL BLVD SUITE 120 | UPLAND | CA | 91786 | NONE | PC | PUBLIC POLICY | $150,000 | |
| CLEMSON UNIVERSITY | ||||||||
| 329 SIRRINE HALL - CLEMSON INST FOR | CLEMSON | SC | 29634 | NONE | PC | EDUCATION | $200,000 | THE STUDY OF CAPITALISM |
| CO2 COALITION | ||||||||
| 1621 N KENT STREET SUITE 603 | ARLINGTON | VA | 22209 | NONE | PC | ECOLOGY | $100,000 | |
| COMMITTEE TO UNLEASH PROSPERITY | ||||||||
| 301 TAHMORE DRIVE | FAIRFIELD | CT | 06825 | NONE | PC | EDUCATION/PUBLIC POLICY | $230,000 | |
| DAILY CALLER NEWS FOUNDATION | ||||||||
| 1920 L STREET NW SUITE 205 | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC POLICY | $150,000 | |
| DONORS TRUST | ||||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 23314 | NONE | PC | PUBLIC POLICY | $175,000 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90097 | DURHAM | NC | 277080097 | NONE | PC | EDUCATION | $103,500 | |
| FDRLST MEDIA FOUNDATION | ||||||||
| 1747 PENNSYLVANIA AVENUE NW 100 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC POLICY | $200,000 | |
| FOUNDATION FOR CULTURAL REVIEW - THE NEW CRITERION | ||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | PUBLIC POLICY | $150,000 | |
| FREEDOM FOUNDATION | ||||||||
| 1029 N PEACHTREE PARKWAY 268 | PEACHTREE CITY | GA | 30269 | NONE | PC | PUBLIC POLICY | $150,000 | |
| GEORGE MASON UNIVERSITY FDTN - THE MERCATUS CENTER | ||||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | NONE | PC | EDUCATION | $50,000 | |
| GEORGE MASON UNIVERSITY FDTN | ||||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | NONE | PC | EDUCATION | $100,000 | |
| GOODMAN INSTITUTE | ||||||||
| 6335 W NORTHWEST HIGHWAY | DALLAS | TX | 75225 | NONE | PC | PUBLIC POLICY | $25,000 | |
| GOVERNMENT ACCOUNTABILITY INSTITUTE | ||||||||
| 1414 PIEDMONT DRIVE E | TALLAHASSEE | FL | 32308 | NONE | PC | PUBLIC POLICY | $200,000 | |
| GRADUATE SCHOOL FOUNDATION-CUNY | ||||||||
| 365 FIFTH AVENUE ROOM 6412 | NEW YORK | NY | 10016 | NONE | PC | EDUCATION | $250,000 | |
| HETERODOX ACADEMY | ||||||||
| 428 BROADWAY 4TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | EDUCATION | $250,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 119 LAKE SHORE DRIVE | CROSS JUNCTION | VA | 22625 | NONE | PC | COMMUNITY | $50,000 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| GEORGE MASON UNIVERSITY | ARLINGTON | VA | 22201 | NONE | PC | COMMUNITY | $350,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | PUBLIC POLICY | $150,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE | ||||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | NONE | PC | EDUCATION | $150,000 | |
| KENYON COLLEGE | ||||||||
| EATON CHURCH | GAMBIER | OH | 43022 | NONE | PC | EDUCATION | $237,000 | |
| LIBERTAS INSTITUTE | ||||||||
| 2183 W MAIN STREET | LEHI | UT | 84043 | NONE | PC | PUBLIC POLICY | $25,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE THIRD FLOOR | NEW YORK | NY | 10017 | NONE | PC | EDUCATION/PUBLIC POLICY | $1,097,178 | |
| MIAMI UNIVERSITY | ||||||||
| 501 HIGH STREET 107 ROUDEBUSH | OXFORD | OH | 45056 | NONE | PC | EDUCATION | $100,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||
| PO BOX 19005 | WASHINGTON | DC | 200369005 | NONE | PC | PUBLIC POLICY | $250,000 | |
| NEW YORK UNIVERSITY | ||||||||
| NYU-STERN KMC SUITE 7-150 | NEW YORK | NY | 10012 | NONE | PC | EDUCATION | $100,000 | |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| PO BOX 60485 | PASADENA | CA | 91116 | NONE | PC | RESEARCH | $270,000 | |
| PARENTS DEFENDING EDUCATION | ||||||||
| 4532 LEE HWY NUM 119 | ARLINGTON | VA | 22207 | NONE | PC | EDUCATION | $50,000 | |
| PRAGER U FOUNDATION | ||||||||
| 15021 VENTURA BOULEVARD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | EDUCATION | $100,000 | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE 3RD FL | CAMBRIDGE | MA | 02138 | NONE | PC | EDUCATION | $150,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 83 PROSPECT AVE | PRINCETON | NJ | 08540 | NONE | PC | EDUCATION | $350,000 | |
| REAL CLEAR FOUNDATION | ||||||||
| 1747 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | NONE | PC | EDUCATION | $350,000 | |
| RHODES COLLEGE | ||||||||
| 2000 NORTH PARKWAY | MEMPHIS | TN | 38112 | NONE | PC | EDUCATION | $85,000 | |
| STANFORD UNIVERSITY | ||||||||
| CROWN QUADRANGLE 559 NATHAN ABBOTT | STANFORD | CA | 943058610 | NONE | PC | EDUCATION | $150,000 | WAY |
| STUDENT FREE PRESS ASSOCIATION | ||||||||
| 4771 MECHANIC ROAD | HILLSDALE | MI | 49242 | NONE | PC | PUBLIC POLICY | $50,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PC | ENERGY POLICY | $250,000 | |
| TEXAS TECH UNIVERSITY | ||||||||
| PO BOX 41017 | LUBBOCK | TX | 794091017 | NONE | PC | EDUCATION | $100,000 | |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC POLICY | $90,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | NONE | PC | EDUCATION | $225,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 1251 N EDDY STREET SUITE 300 | SOUTH BEND | IN | 46617 | NONE | PC | EDUCATION | $350,000 | |
| VMTS EDUCATION INC | ||||||||
| 137 MONTEGUE STREET 132 | BROOKLYN | NY | 11201 | NONE | PC | PUBLIC POLICY | $300,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,202,678 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL ADAMS INSTITUTE | ||||||||
| 14 ARROW STREET SUITE G10 | CAMBRIDGE | MA | 02138 | NONE | PC | EDUCATION | $50,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 1790 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | PUBLIC POLICY | $200,000 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| 951 S CADY MALL - SOCIAL SCIENCES | TEMPE | AZ | 85287 | NONE | PC | EDUCATION | $450,000 | SUITE 107 |
| FDRLST MEDIA FOUNDATION | ||||||||
| 1747 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC POLICY | $250,000 | |
| GEORGE MASON UNIVERSITY FDTN - THE MERCATUS CENTER | ||||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | NONE | PC | EDUCATION | $600,000 | |
| HETERODOX ACADEMY | ||||||||
| 428 BROADWAY 4TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | EDUCATION | $250,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE THIRD FLOOR | NEW YORK | NY | 10017 | NONE | PC | EDUCATION/PUBLIC POLICY | $350,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||
| PO BOX 19005 | WASHINGTON | DC | 200369005 | NONE | PC | PUBLIC POLICY | $600,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 83 PROSPECT AVE | PRINCETON | NJ | 08540 | NONE | PC | EDUCATION | $200,000 | |
| PROPERTY & ENVIRONMENTAL RESEARCH CENTER | ||||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 597186829 | NONE | PC | PUBLIC POLICY | $100,000 | |
| TEXAS PUBLIC POLICY FOUNDATION | ||||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PC | ENERGY POLICY | $150,000 | |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC POLICY | $80,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 1251 N EDDY STREET SUITE 300 | SOUTH BEND | IN | 46617 | NONE | PC | EDUCATION | $1,050,000 | |
| WORKFIRST FOUNDATION | ||||||||
| 228 EAST 45TH ST 16TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | PUBLIC POLICY | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,365,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $397,945 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $397,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,945 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $17,325 | Amt |
| Net Investment Income | $8,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,663 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 SHS CIMPRESS NV CMN | $1,075,800 | $1,075,800 |
| 10,000 SHS WORLD ACCEPTANCE CORP | $1,124,400 | $1,124,400 |
| 26,948 SHS CREDIT ACCEPTANCE CORP | $9,599,518 | $9,599,518 |
| 50,000 SHS WAYFAIR INC CL A | $2,216,000 | $2,216,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES IN CONNECTION WITH FOUNDATION MATTERS | CategoryTxt |
| Legal Fees | $44,094 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44,094 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS AND EXCHANGES | Desc |
| BOY Book Value | $3,390 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $2,468,595 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DE FILING FEES | Desc |
| Revenue And Expenses Per Books | $493 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $493 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $135,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $135,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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