2023-07-21T12:56:29-05:00 2023-03-31 611210177 MATHER & CO CPAS LLC 9100 SHELBYVILLE ROAD SUITE 200 LOUISVILLE KY 40222 990PF 2022-04-01 352015637 THE SMITH FAMILY FOUNDATION INC SMIT 3178435678 11711 NORTH MERIDIAN STREET 600 CARMEL IN 460324534 JEFFREY H THOMASSON DIRECTOR, SECRETARY & TREASURER 3178055044 2023-07-18 1 JEFFREY THOMASSON 999009999 1 PATRICIA D WICKE CPA P01060441 5024290800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 66876924 X 9354152 134 134 224312 224312 258327 3089052 258327 9836925 482773 0 0 0 4060 4060 0 47024 47024 0 42511 0 0 93595 51084 0 3145000 3145000 3238595 51084 3145000 6598330 431689 4579658 4465327 4465327 26931135 33643796 62411597 31510793 38109123 66876924 0 0 X 0 0 0 0 31510793 38109123 31510793 38109123 31510793 38109123 31510793 6598330 0 38109123 0 38109123 FIDELITY-AMERICAN BEACON AHL-1800.3410 SHS 2021-06-08 2022-08-15 21100 19516 1584 1584 FIDELITY-AMERICAN BEACON AHL-6870.4160 SHS 2021-06-08 2022-11-21 84300 73480 10820 10820 FIDELITY-AMERICAN BEACON AHL-349.1760 SHS 2021-06-08 2023-01-10 3600 3658 -58 -58 FIDELITY-AMERICAN BEACON AHL-4017.4250 SHS 2021-06-08 2023-02-27 41500 42920 -1420 -1420 FIDELITY-AQR LARGE CAP DEFENSIVE STYLE 2022-11-22 55790 45547 10243 10243 FIDELITY-AQR LARGE CAP DEFENSIVE STYLE 2023-01-11 7790 7010 780 780 FIDELITY-AQR LARGE CAP DEFENSIVE STYLE 2023-02-28 33690 31113 2577 2577 FIDELITY-BAILLIE GIFFORD EMERG MRKTS-2817.8690 SHS 2022-11-22 49190 56058 -6868 -6868 FIDELITY-BAILLIE GIFFORD EMERG MRKTS-900.7550 SHS 2023-01-11 16690 17206 -516 -516 FIDELITY-BAILLIE GIFFORD EMERG MRKTS-1708.1450 SHS 2023-02-28 30190 32356 -2166 -2166 FIDELITY-GOLDMAN SACHS GQG PARTNERS INTL OPP 2022-11-22 95400 78515 16885 16885 FIDELITY-GOLDMAN SACHS GQG PARTNERS INTL OPP 2023-01-11 19100 15383 3717 3717 FIDELITY-GOLDMAN SACHS GQG PARTNERS INTL OPP 2023-02-28 43000 34755 8245 8245 FIDELITY-JP MORGAN CORE BOND CLASS I-328.33 SHS 2022-08-18 3500 3803 -303 -303 FIDELITY-JP MORGAN CORE BOND CLASS I-10377.3580 SHS 2022-11-22 104500 119755 -15255 -15255 FIDELITY-JP MORGAN CORE BOND CLASS I-3745.1360 SHS 2023-01-11 38500 43219 -4719 -4719 FIDELITY-JP MORGAN CORE BOND CLASS I-7199.2110 SHS 2023-02-28 73000 83079 -10079 -10079 FIDELITY-KOPERNIK GLOBAL ALL CAP FD-4063.5180 SHS 2022-11-22 49900 65138 -15238 -15238 FIDELITY-KOPERNIK GLOBAL ALL CAP FD-865.4670 SHS 2023-01-11 10100 13873 -3773 -3773 FIDELITY-KOPERNIK GLOBAL ALL CAP FD-2760.4630 SHS 2023-02-28 31000 44250 -13250 -13250 FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-479.5320 2022-08-18 8200 7864 336 336 FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-1855.5420 2022-11-22 29800 30431 -631 -631 FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-394.2900 2023-01-11 5800 6466 -666 -666 FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-1325.6290 2023-02-28 19500 21740 -2240 -2240 FIDELITY-NUANCE CONCENTRATED VAL LG-7928.8030 SHS 2022-11-22 73500 86189 -12689 -12689 FIDELITY-NUANCE CONCENTRATED VAL LG-2010.6380 SHS 2023-01-11 18900 21193 -2293 -2293 FIDELITY-NUANCE CONCENTRATED VAL LG-4477.7660 SHS 2023-02-28 43300 47651 -4351 -4351 FIDELITY-OAKMARK INTL ADVISOR FUND-2761.4520 SHS 2022-11-21 63900 55221 8679 8679 FIDELITY-OAKMARK INTL ADVISOR FUND-984.2680 SHS 2023-01-11 24400 17723 6677 6677 FIDELITY-OAKMARK INTL ADVISOR FUND-1785.7140 SHS 2023-02-28 46000 24663 21337 21337 FIDELITY-PZENA EMERGING MRKTS-4798.4640 SHS 2022-11-22 49990 43526 6464 6464 FIDELITY-PZENA EMERGING MRKTS-1743.3630 SHS 2023-01-11 19690 15814 3876 3876 FIDELITY-PZENA EMERGING MRKTS-2897.1120 SHS 2023-02-28 32090 22345 9745 9745 FIDELITY-ISHARES TR MSCI USA-334 SHS 2022-11-22 49898 37783 12115 12115 FIDELITY-ISHARES TR MSCI USA-8 SHS 2023-01-12 12116 9498 2618 2618 FIDELITY-ISHARES TR MSCI USA-240 SHS 2023-03-01 33741 27517 6224 6224 FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-4049.6330 SHS 2022-11-22 71800 78676 -6876 -6876 FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-1114.7540 SHS 2023-01-11 20400 21486 -1086 -1086 FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-2306.0230 SHS 2023-02-28 42500 44763 -2263 -2263 FIDELITY-GMO OPPORTUNISTIC INCOME FUND-190.9790 SHS 2022-08-18 4700 4899 -199 -199 FIDELITY-GMO OPPORTUNISTIC INCOME FUND-1416.7700 SHS 2022-11-22 34300 36344 -2044 -2044 FIDELITY-GMO OPPORTUNISTIC INCOME FUND-1260.9240 SHS 2023-02-28 30300 32346 -2046 -2046 FIDELITY-GMO RESOURCES FUND I-1220.5320 SHS 2022-11-22 32100 15834 16266 16266 FIDELITY-GMO RESOURCES FUND I-267.6490 SHS 2023-01-11 6900 3190 3710 3710 FIDELITY-GMO RESOURCES FUND I-750.00 SHS 2023-02-28 19200 8940 10260 10260 FIDELITY-VANGUARD INFLATION PROCTED SEC ADMIRAL-2397.6360 SHS 2022-11-22 56790 68030 -11240 -11240 FIDELITY-VANGUARD INFLATION PROCTED SEC ADMIRAL-1279.31807 SHS 2023-01-11 29990 36299 -6309 -6309 FIDELITY-VANGUARD INFLATION PROCTED SEC ADMIRAL-1753.5550 SHS 2023-02-28 40690 49646 -8956 -8956 FIDELITY-VANGUARD 500 INDEX ADMIRAL-1031.8590 SHS 2022-11-22 376990 277186 99804 99804 FIDELITY-VANGUARD 500 INDEX ADMIRAL-291.1820 SHS 2023-01-11 105290 71593 33697 33697 FIDELITY-VANGUARD 500 INDEX ADMIRAL-752.2470SHS 2023-02-28 276990 147127 129863 129863 FIDELITY-ARTISAN INTERNATIONAL ADV 115538 168995 -53457 -53457 FIDELITY-DFA GLOBAL REAL ESTATE 51770 43167 8603 8603 WILLIAM BLAIR INTERNATIONAL GROWTH - 1398.3510 SHS 2022-11-22 39000 35770 3230 3230 WILLIAM BLAIR INTERNATIONAL GROWTH - 553.478 SHS 2023-01-11 14800 14158 642 642 WILLIAM BLAIR INTERNATIONAL GROWTH - 1634.686 SHS 2023-02-28 44300 41815 2485 2485 FIDELITY-DFA US LARGE CAP VALUE 104270 70193 34077 34077 FIDELITY-DODGE & COX INCOME 112290 126478 -14188 -14188 FIDELITY-DODGE & COX INCOME 38490 42105 -3615 -3615 FIDELITY-DODGE & COX INCOME 76989 85427 -8438 -8438 258327 6000 0 6000 0 6000 17400 0 0 0 17400 X 125 11275 6000 5275 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 1 0 0 1 N/A PATRICIA D WICKE 5024290800 9100 SHELBYVILLE RD SUITE 200 LOUISVILLE KY 40222 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LONNIE M SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 DIRECTOR/PRESIDENT 2.00 0 0 0 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UNRELATED PUBLIC CHARITY GENERAL SUPPORT OF CHARITY 30000 3145000 0 14 134 14 224312 258327 0 224446 258327 482773 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. 0 0 0 0 0 0 0 0 0 0 X X 1 LONNIE M SMITH AND CHERYL D SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 9354152 X X 1 32,354 SHS INTUITIVE SURGICAL STOCK 8781199 2022-12-08 1 3,309 SHS SNOWFLAKE INC CLASS A 572953 2022-09-01 TAX RETURN PREPARATION FEES 4060 4060 0 SECURITIES HELD BY FIDELITY INVESTMENTS AT COST 33643796 62411597 INVESTMENT ADVISOR FEES 47024 47024 0 LONNIE M SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 CHERYL D SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 FEDERAL EXCISE TAXES 42511 0 0