SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SMITH FAMILY FOUNDATION INC (EIN 35-2015637)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-07-21
- IRS object ID
- 202342029349100609
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-21T12:56:29-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611210177 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHER & CO CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 SHELBYVILLE ROAD SUITE 200 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352015637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMITH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIT | BusinessNameControlTxt |
| Phone | 3178435678 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11711 NORTH MERIDIAN STREET 600 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 460324534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY H THOMASSON | PersonNm |
| Person Title | DIRECTOR, SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 3178055044 | PhoneNum |
| Signature | 2023-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | THOMASSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA D WICKE CPA | PreparerPersonNm |
| PTIN | P01060441 | PTIN |
| Phone | 5024290800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,876,924 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,354,152 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,089,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,327 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,836,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $482,773 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,024 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,024 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,145,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,145,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,238,595 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,145,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,598,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $431,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,579,658 | CashBOYAmt |
| Cash EOY | $4,465,327 | CashEOYAmt |
| Cash EOYFMV | $4,465,327 | CashEOYFMVAmt |
| Other Investments BOY | $26,931,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,643,796 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,411,597 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,510,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,109,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,876,924 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $31,510,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,109,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,510,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,109,123 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,510,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,109,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,510,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,598,330 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,109,123 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,109,123 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY-AMERICAN BEACON AHL-1800.3410 SHS | 2021-06-08 | 2022-08-15 | $21,100 | $19,516 | $1,584 | $1,584 |
| FIDELITY-AMERICAN BEACON AHL-6870.4160 SHS | 2021-06-08 | 2022-11-21 | $84,300 | $73,480 | $10,820 | $10,820 |
| FIDELITY-AMERICAN BEACON AHL-349.1760 SHS | 2021-06-08 | 2023-01-10 | $3,600 | $3,658 | -$58 | -$58 |
| FIDELITY-AMERICAN BEACON AHL-4017.4250 SHS | 2021-06-08 | 2023-02-27 | $41,500 | $42,920 | -$1,420 | -$1,420 |
| FIDELITY-AQR LARGE CAP DEFENSIVE STYLE | 2022-11-22 | $55,790 | $45,547 | $10,243 | $10,243 | |
| FIDELITY-AQR LARGE CAP DEFENSIVE STYLE | 2023-01-11 | $7,790 | $7,010 | $780 | $780 | |
| FIDELITY-AQR LARGE CAP DEFENSIVE STYLE | 2023-02-28 | $33,690 | $31,113 | $2,577 | $2,577 | |
| FIDELITY-BAILLIE GIFFORD EMERG MRKTS-2817.8690 SHS | 2022-11-22 | $49,190 | $56,058 | -$6,868 | -$6,868 | |
| FIDELITY-BAILLIE GIFFORD EMERG MRKTS-900.7550 SHS | 2023-01-11 | $16,690 | $17,206 | -$516 | -$516 | |
| FIDELITY-BAILLIE GIFFORD EMERG MRKTS-1708.1450 SHS | 2023-02-28 | $30,190 | $32,356 | -$2,166 | -$2,166 | |
| FIDELITY-GOLDMAN SACHS GQG PARTNERS INTL OPP | 2022-11-22 | $95,400 | $78,515 | $16,885 | $16,885 | |
| FIDELITY-GOLDMAN SACHS GQG PARTNERS INTL OPP | 2023-01-11 | $19,100 | $15,383 | $3,717 | $3,717 | |
| FIDELITY-GOLDMAN SACHS GQG PARTNERS INTL OPP | 2023-02-28 | $43,000 | $34,755 | $8,245 | $8,245 | |
| FIDELITY-JP MORGAN CORE BOND CLASS I-328.33 SHS | 2022-08-18 | $3,500 | $3,803 | -$303 | -$303 | |
| FIDELITY-JP MORGAN CORE BOND CLASS I-10377.3580 SHS | 2022-11-22 | $104,500 | $119,755 | -$15,255 | -$15,255 | |
| FIDELITY-JP MORGAN CORE BOND CLASS I-3745.1360 SHS | 2023-01-11 | $38,500 | $43,219 | -$4,719 | -$4,719 | |
| FIDELITY-JP MORGAN CORE BOND CLASS I-7199.2110 SHS | 2023-02-28 | $73,000 | $83,079 | -$10,079 | -$10,079 | |
| FIDELITY-KOPERNIK GLOBAL ALL CAP FD-4063.5180 SHS | 2022-11-22 | $49,900 | $65,138 | -$15,238 | -$15,238 | |
| FIDELITY-KOPERNIK GLOBAL ALL CAP FD-865.4670 SHS | 2023-01-11 | $10,100 | $13,873 | -$3,773 | -$3,773 | |
| FIDELITY-KOPERNIK GLOBAL ALL CAP FD-2760.4630 SHS | 2023-02-28 | $31,000 | $44,250 | -$13,250 | -$13,250 | |
| FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-479.5320 | 2022-08-18 | $8,200 | $7,864 | $336 | $336 | |
| FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-1855.5420 | 2022-11-22 | $29,800 | $30,431 | -$631 | -$631 | |
| FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-394.2900 | 2023-01-11 | $5,800 | $6,466 | -$666 | -$666 | |
| FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-1325.6290 | 2023-02-28 | $19,500 | $21,740 | -$2,240 | -$2,240 | |
| FIDELITY-NUANCE CONCENTRATED VAL LG-7928.8030 SHS | 2022-11-22 | $73,500 | $86,189 | -$12,689 | -$12,689 | |
| FIDELITY-NUANCE CONCENTRATED VAL LG-2010.6380 SHS | 2023-01-11 | $18,900 | $21,193 | -$2,293 | -$2,293 | |
| FIDELITY-NUANCE CONCENTRATED VAL LG-4477.7660 SHS | 2023-02-28 | $43,300 | $47,651 | -$4,351 | -$4,351 | |
| FIDELITY-OAKMARK INTL ADVISOR FUND-2761.4520 SHS | 2022-11-21 | $63,900 | $55,221 | $8,679 | $8,679 | |
| FIDELITY-OAKMARK INTL ADVISOR FUND-984.2680 SHS | 2023-01-11 | $24,400 | $17,723 | $6,677 | $6,677 | |
| FIDELITY-OAKMARK INTL ADVISOR FUND-1785.7140 SHS | 2023-02-28 | $46,000 | $24,663 | $21,337 | $21,337 | |
| FIDELITY-PZENA EMERGING MRKTS-4798.4640 SHS | 2022-11-22 | $49,990 | $43,526 | $6,464 | $6,464 | |
| FIDELITY-PZENA EMERGING MRKTS-1743.3630 SHS | 2023-01-11 | $19,690 | $15,814 | $3,876 | $3,876 | |
| FIDELITY-PZENA EMERGING MRKTS-2897.1120 SHS | 2023-02-28 | $32,090 | $22,345 | $9,745 | $9,745 | |
| FIDELITY-ISHARES TR MSCI USA-334 SHS | 2022-11-22 | $49,898 | $37,783 | $12,115 | $12,115 | |
| FIDELITY-ISHARES TR MSCI USA-8 SHS | 2023-01-12 | $12,116 | $9,498 | $2,618 | $2,618 | |
| FIDELITY-ISHARES TR MSCI USA-240 SHS | 2023-03-01 | $33,741 | $27,517 | $6,224 | $6,224 | |
| FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-4049.6330 SHS | 2022-11-22 | $71,800 | $78,676 | -$6,876 | -$6,876 | |
| FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-1114.7540 SHS | 2023-01-11 | $20,400 | $21,486 | -$1,086 | -$1,086 | |
| FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-2306.0230 SHS | 2023-02-28 | $42,500 | $44,763 | -$2,263 | -$2,263 | |
| FIDELITY-GMO OPPORTUNISTIC INCOME FUND-190.9790 SHS | 2022-08-18 | $4,700 | $4,899 | -$199 | -$199 | |
| FIDELITY-GMO OPPORTUNISTIC INCOME FUND-1416.7700 SHS | 2022-11-22 | $34,300 | $36,344 | -$2,044 | -$2,044 | |
| FIDELITY-GMO OPPORTUNISTIC INCOME FUND-1260.9240 SHS | 2023-02-28 | $30,300 | $32,346 | -$2,046 | -$2,046 | |
| FIDELITY-GMO RESOURCES FUND I-1220.5320 SHS | 2022-11-22 | $32,100 | $15,834 | $16,266 | $16,266 | |
| FIDELITY-GMO RESOURCES FUND I-267.6490 SHS | 2023-01-11 | $6,900 | $3,190 | $3,710 | $3,710 | |
| FIDELITY-GMO RESOURCES FUND I-750.00 SHS | 2023-02-28 | $19,200 | $8,940 | $10,260 | $10,260 | |
| FIDELITY-VANGUARD INFLATION PROCTED SEC ADMIRAL-2397.6360 SHS | 2022-11-22 | $56,790 | $68,030 | -$11,240 | -$11,240 | |
| FIDELITY-VANGUARD INFLATION PROCTED SEC ADMIRAL-1279.31807 SHS | 2023-01-11 | $29,990 | $36,299 | -$6,309 | -$6,309 | |
| FIDELITY-VANGUARD INFLATION PROCTED SEC ADMIRAL-1753.5550 SHS | 2023-02-28 | $40,690 | $49,646 | -$8,956 | -$8,956 | |
| FIDELITY-VANGUARD 500 INDEX ADMIRAL-1031.8590 SHS | 2022-11-22 | $376,990 | $277,186 | $99,804 | $99,804 | |
| FIDELITY-VANGUARD 500 INDEX ADMIRAL-291.1820 SHS | 2023-01-11 | $105,290 | $71,593 | $33,697 | $33,697 | |
| FIDELITY-VANGUARD 500 INDEX ADMIRAL-752.2470SHS | 2023-02-28 | $276,990 | $147,127 | $129,863 | $129,863 | |
| FIDELITY-ARTISAN INTERNATIONAL ADV | $115,538 | $168,995 | -$53,457 | -$53,457 | ||
| FIDELITY-DFA GLOBAL REAL ESTATE | $51,770 | $43,167 | $8,603 | $8,603 | ||
| WILLIAM BLAIR INTERNATIONAL GROWTH - 1398.3510 SHS | 2022-11-22 | $39,000 | $35,770 | $3,230 | $3,230 | |
| WILLIAM BLAIR INTERNATIONAL GROWTH - 553.478 SHS | 2023-01-11 | $14,800 | $14,158 | $642 | $642 | |
| WILLIAM BLAIR INTERNATIONAL GROWTH - 1634.686 SHS | 2023-02-28 | $44,300 | $41,815 | $2,485 | $2,485 | |
| FIDELITY-DFA US LARGE CAP VALUE | $104,270 | $70,193 | $34,077 | $34,077 | ||
| FIDELITY-DODGE & COX INCOME | $112,290 | $126,478 | -$14,188 | -$14,188 | ||
| FIDELITY-DODGE & COX INCOME | $38,490 | $42,105 | -$3,615 | -$3,615 | ||
| FIDELITY-DODGE & COX INCOME | $76,989 | $85,427 | -$8,438 | -$8,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,327 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,000 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,000 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,000 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,400 | 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 | $17,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $125 | EsPenaltyAmt |
| Overpayment | $11,275 | OverpaymentAmt |
| Applied To ES Tax | $6,000 | AppliedToESTaxAmt |
| Refund | $5,275 | 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 | 0 | 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 | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | PATRICIA D WICKE | IndividualWithBooksNm |
| Phone | 5024290800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 SHELBYVILLE RD SUITE 200 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | ||||||||
| 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 | DIRECTOR/PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHERYL D SMITH | ||||||||
| 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 | DIRECTOR/VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| JEFFREY H THOMASSON | ||||||||
| PO BOX 80238 | INDIANAPOLIS | IN | 462800238 | DIRECTOR/SECRETARY & TREAS | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $54,297,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,664,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,962,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,962,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $884,444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,078,470 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,903,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,903,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,000 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,000 | TotalTaxAmt |
| Distributable Before Adj | $2,897,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,897,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,897,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,145,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,145,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,897,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,552 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $171,864 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,188 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $281,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,145,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,897,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $247,076 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $528,680 | 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 | $53,552 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $475,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $171,864 | ExcessFromYear4Amt |
| Excess From Year3 | $56,188 | ExcessFromYear3Amt |
| Excess From Current Year | $247,076 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LONNIE M SMITH | ContributingManagerNm |
| Contributing Manager | CHERYL D SMITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY H THOMASSON CFP CO THE TRUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80238 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462800238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3178055000 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTE | ||||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $100,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVENUE THIRD FLOOW | BOSTON | MA | 02116 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $250,000 | |
| BRIGHAM YOUNG UNIVERSITY-IDAHO | ||||||||
| 525 SOUTH CENTER STREET | REXBURG | ID | 83460 | UNRELATED | PUBLIC UNIVERSITY | SUPPORT OF PATHWAY PROGRAM | $150,000 | |
| BRIGHAM YOUNG UNIVERSITY-IDAHO | ||||||||
| 525 SOUTH CENTER STREET | REXBURG | ID | 83460 | UNRELATED | PUBLIC UNIVERSITY | GENERAL SUPPORT | $50,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $40,000 | |
| CITYTEAM | ||||||||
| 2306 ZANKER RD | SAN JOSE | CA | 95131 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| CLAYTON CHRISTENSEN INSTITUTE | ||||||||
| 92 HAYDEN AVE | LEXINGTON | MA | 02421 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $100,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 WEST 37TH STREET-11FL | NEW YORK | NY | 10018 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| EASTSIDE BABY CORNER | ||||||||
| 1510 NW MAPLE PO BOX 712 | ISSAQUAH | WA | 98027 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $12,500 | |
| EPILEPSY FOUNDATION | ||||||||
| 8301 PROFESSIONAL PLACE WEST SUITE | LANDOVER | MD | 20785 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | 230 |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $60,000 | |
| FAMILY TREE | ||||||||
| 3805 MARSHALL STREET | WHEAT RIDGE | CO | 80033 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 | |
| FLORENCE IMMIGRATION & REFUGEE RIGHTS PROJECT | ||||||||
| PO BOX 86299 | FLORENCE | AZ | 85754 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| FOOD BANK OF THE ROCKIES | ||||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| FRESH LIFELINES FOR YOUTHSOBRATO CENTER FOR NONPROFITS | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| GIRLS & BOYS COUNTRY | ||||||||
| 18806 ROBERTS ROAD | HOCKLEY | TX | 77447 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $20,000 | |
| HOSPICE OF THE VALLEY | ||||||||
| 4850 UNION AVENUE | SAN JOSE | CA | 95124 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $80,000 | |
| ISSAQUAH FOOD & CLOTHING BANK | ||||||||
| 179 1ST AVE SE | ISSAQUAH | WA | 98027 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $12,500 | |
| JEWISH FAMILY SERVICES OF SILICON VALLEY | ||||||||
| 14855 OKA ROAD SUITE 202 | LOS GATOS | CA | 95032 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF REFUGEES WELCOME FUND | $25,000 | |
| KAHN ACADEMY | ||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $500,000 | |
| KIDS' MEALS HOUSTON | ||||||||
| 330 GARDEN OAKS | HOUSTON | TX | 77018 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| LDS PHILANTHROPIES | ||||||||
| 940 SWKT | PROVO | UT | 84602 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF HUMANITARIAN FUND, FAMILY SEARCH AND PERPETURAL EDUCATION FUND | $175,000 | |
| LDS PHILANTHROPIES | ||||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | UNRELATED | PUBLIC CHARITY | SUPPORT OF S JASON HALL LEADERSHIP ENDOWED FUND | $5,000 | |
| LIFTING HANDS INTERNATIONAL | ||||||||
| 2543 SOUTH 1700 EAST | SALT LAKE CITY | UT | 84106 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| MARY'S PLACE | ||||||||
| 1830 9TH AVENUE | SEATTLE | WA | 98101 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $12,000 | |
| MATTHEW 25MINISTRIES | ||||||||
| 11060 KENWOOD ROAD | BLUE ASH | OH | 45242 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| MERCY SHIPS | ||||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $40,000 | |
| MICHAEL J FOX FOUNDATION PARKINSON'S | ||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 217415014 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $40,000 | |
| MOTHERS WITHOUT BORDERS | ||||||||
| 125 E MAIN ST 402 | AMERICAN FORK | UT | 84003 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $20,000 | |
| NATIONAL PUBLIC RADIO KUOW | ||||||||
| 220 MAIN STREET SUITE D | VENICE | CA | 90291 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $6,500 | |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $17,000 | |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BLVD | NORFOLK | VA | 23509 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $20,000 | |
| PARKINSON'S FOUNDATION | ||||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| PEACE HOUSE | ||||||||
| 1960 SIDEWINDER DRIVE SUITE 208 | PARK CITY | UT | 84060 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| RAICES | ||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| SANTA MARIA URBAN MINISTRY | ||||||||
| 778 S ALMADEN AVE | SAN JOSE | CA | 95110 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $60,000 | |
| SAVE THE CHILDREN | ||||||||
| 500 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $40,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| PO BOX 1240 | SAN JOSE | CA | 951081240 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| SHOES FOR AFRICA | ||||||||
| PO BOX 3142 | NEW YORK | NY | 10008 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $65,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| STUDENTS RISING ABOVE | ||||||||
| PO BOX 192492 | SAN FRANCISCO | CA | 941192492 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| THE BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| THE TECH INTERACTIVE | ||||||||
| 201 S MARKET STREET | SAN JOSE | CA | 95113 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| THE WILFORD WOODRUFF PAPERS FOUNDATION | ||||||||
| 6542 40TH AVE SW | SEATTLE | WA | 981361810 | UNRELATED | PRIVATE FOUNDATION | GENERAL SUPPORT OF CHARITY | $30,000 | |
| THEIR STORY IF OUR STORY | ||||||||
| PO BOX 970771 | OREM | UT | 84097 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $20,000 | |
| UNIVERSITY OF UTAH COLLEGE OF NURSING | ||||||||
| 10 SOUTH 2000 EAST | SALT LAKE CITY | UT | 841125880 | UNRELATED | PUBLIC UNIVERSITY | GENERAL SCHOLARSHIP FUND | $50,000 | |
| UTAH STATE UNIVERSITY | ||||||||
| 4100 OLD MAIN HILL | LOGAN | UT | 843221400 | UNRELATED | PUBLIC UNIVERSITY | GENERAL SCHOLARSHIP FUND | $50,000 | |
| VILLAGE THEATRE | ||||||||
| 303 FRONT ST N | ISSAQUAH | WA | 98027 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $6,000 | |
| WARREN VILLAGE | ||||||||
| 1323 GILPIN STREET | DENVER | CO | 802182552 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $35,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1201 EYE STREET NW SUITE 550B | WASHINGTON DC | DC | 20005 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 | |
| WATERAID AMERICA INC | ||||||||
| 223 BROADWAY 2705 | NEW YORK | NY | 10279 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| COME AND SEE FOUNDATION | ||||||||
| PO BOX 406 | HUNTINGTON BEACH | CA | 92648 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| CY-FAIR HELPING HANDS | ||||||||
| 9606 KIRKTON DR | HOUSTON | TX | 77095 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $14,000 | |
| IDA-RMB | ||||||||
| 740 YALE RD | BOULDER | CO | 80305 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| ISSAQUAH SCHOOLS FOUNDATION | ||||||||
| PO BOX 835 | ISSAQUAH | WA | 98027 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $6,000 | |
| KAEME FOUNDATION | ||||||||
| PO BOX 1544 | PALO ALTO | CA | 94302 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||||
| 400 HAMILTON AVE 340 | PALO ALTO | CA | 94301 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| PLAN INTERNATIONAL USA | ||||||||
| 235 PROMENADE ST STE 600 | PROVIDENCE | RI | 02908 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $20,000 | |
| PROJECT STREET VET | ||||||||
| 501 C ST | SAN DIEGO | CA | 92101 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $2,500 | |
| SECOND WIND FUND | ||||||||
| 303 E 17TH AVE STE 400 | DENVER | CO | 80203 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $20,000 | |
| ST JOHN VIANNEY CENTER | ||||||||
| 427 S PENNSYLVANIA AVE | NORTH WHALES | PA | 19454 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| ROCKY MOUNTAIN GOAT FOUNDATION | ||||||||
| PO BOX 2982 | PARKER | CO | 80134 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $11,000 | |
| TURKISH PHILANTHROPY FUNDS | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| VALLEY HEATH FOUNDATION | ||||||||
| 2400 CLOVE DR | SAN JOSE | CA | 95128 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| NO SCRIPT NONPROFIT | ||||||||
| 17120 HOUSE HAHL RD | CYPRUS | TX | 77443 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,145,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $258,327 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $224,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $258,327 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $482,773 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | THE SALES PROCEEDS OF SECURITIES PRODUCING THE CAPITAL GAIN/LOSS WERE UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN. |
| 4 | THE GROSS DIVIDEND INCOME IS UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LONNIE M SMITH AND CHERYL D SMITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14363 CHESTER AVENUE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950705624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,354,152 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 32,354 SHS INTUITIVE SURGICAL STOCK | $8,781,199 | 2022-12-08 |
| 1 | 3,309 SHS SNOWFLAKE INC CLASS A | $572,953 | 2022-09-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $4,060 | Amt |
| Net Investment Income | $4,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES HELD BY FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $33,643,796 | BookValueAmt |
| EOYFMV | $62,411,597 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $47,024 | Amt |
| Net Investment Income | $47,024 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LONNIE M SMITH | |||
| 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 |
| CHERYL D SMITH | |||
| 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $42,511 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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