THOMAS W SMITH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W SMITH FOUNDATION (EIN 47-3862135)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-01
- IRS object ID
- 202342139349100939
- 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 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 | 2023-08-01T15:11:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORI | PersonFirstNm |
| Person Last | SMITH CURLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-08-01 | PreparationDt |
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 | $15,245,274 | 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 | $6,500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,360,162 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,908,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,866,928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,881,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,888,000 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $435,000 | 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 | $397,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $107,587 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $107,587 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,338 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,337 | 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 | $53,584 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,231 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $753,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $652,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,662,278 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,662,278 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,415,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,314,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,534,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,841,162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,809,542 | CashBOYAmt |
| Cash EOY | $2,822,583 | CashEOYAmt |
| Cash EOYFMV | $2,822,583 | CashEOYFMVAmt |
| Corporate Stock BOY | $31,558,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,418,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,418,581 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,865 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,110 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,110 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,370,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,245,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,245,274 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $35,370,958 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,245,274 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,370,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,245,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,370,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,245,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,370,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,534,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,836,837 | SubtotalAmt |
| Other Decreases | $18,591,563 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,245,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2500 SHS CREDIT ACCEPTANCE CORP | D | 1998-02-02 | 2022-12-21 | $1,128,887 | $16,015 | $1,112,872 | $1,112,872 |
| 1000 SHS CREDIT ACCEPTANCE CORP | D | 1998-02-02 | 2022-12-20 | $441,559 | $6,406 | $435,153 | $435,153 |
| 600 SHS CREDIT ACCEPTANCE CORP | D | 1998-02-02 | 2022-12-08 | $267,915 | $3,844 | $264,071 | $264,071 |
| 2400 SHS CREDIT ACCEPTANCE CORP | D | 1998-02-02 | 2022-12-07 | $1,070,206 | $15,374 | $1,054,832 | $1,054,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,866,928 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,492 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,492 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,508 | OverpaymentAmt |
| Applied To ES Tax | $5,508 | 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 | 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 | 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 | $350,000 | $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 GIBERD | ||||||||
| 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 | $350,000 |
| 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 | $19,038,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,136,443 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,174,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,174,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $317,618 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,856,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,042,847 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,042,847 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,492 | TotalTaxAmt |
| Distributable Before Adj | $1,003,355 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,003,355 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,003,355 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,314,933 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,314,933 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,003,355 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $10,108,378 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,477,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,955,754 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,032,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,574,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,314,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,003,355 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,311,578 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,886,120 | 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 | $6,500,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,386,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,608,378 | ExcessFromYear4Amt |
| Excess From Year3 | $13,477,586 | ExcessFromYear3Amt |
| Excess From Year2 | $12,955,754 | ExcessFromYear2Amt |
| Excess From Year1 | $14,032,824 | ExcessFromYear1Amt |
| Excess From Current Year | $9,311,578 | 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 (87 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 | $75,000 | |
| AEI | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 200364670 | NONE | PC | PUBLIC POLICY | $200,000 | |
| ALEXANDER HAMILTON INSTITUTE | ||||||||
| 21 PARK ROW | CLINTON | NY | 13323 | NONE | PC | EDUCATION | $50,000 | |
| ALZHEIMER'S DRUG DISCOVERY FD | ||||||||
| 57 WEST 57TH ST | NEW YORK | NY | 10019 | NONE | PC | PUBLIC POLICY | $50,000 | |
| AMERICAN HUMANE | ||||||||
| PALM BEACH OFFICE 251 ROYAL PALM | PALM BEACH | FL | 33480 | NONE | PC | COMMUNITY | $1,000 | WAY SUITE 450 |
| AMERICAN INSTITUTE FOR ECONOMIC RESEARCH INC | ||||||||
| 250 DIVISION ST | GREAT BARRINGTON | MA | 01230 | NONE | PC | PUBLIC POLICY | $50,000 | |
| AMERICAN STUDIO | ||||||||
| 5114 POINT FOSDICK DR SUITE F 3001 | GIG HARBOR | WA | 98335 | NONE | PC | PUBLIC POLICY | $50,000 | |
| AMERICAN TRANSPARENCY | ||||||||
| 200 S FRONTAGE ROAD SUITE 106 | BURR RIDGE | IL | 60527 | NONE | PC | EDUCATION | $300,000 | |
| AMERICAN WATCHDOGS INC | ||||||||
| 7060 ILLINOIS HIGHWAY 1 | PARIS | IL | 61944 | NONE | PC | PUBLIC POLICY | $120,000 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| 951 S CADY MALL - SOCIAL SCIENCES | TEMPE | AZ | 85287 | NONE | PC | EDUCATION | $375,000 | SUITE 107 |
| ASHLAND UNIVERSITY | ||||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | NONE | PC | EDUCATION | $110,000 | |
| 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 | $200,000 | |
| AVONDALE CHAPEL FUND | ||||||||
| CENTRAL BAPTIST CHURCH - 16 ELM | WESTERLY | RI | 02891 | NONE | PC | COMMUNITY | $350 | STREET |
| BALLET SUN VALLEY | ||||||||
| PO BOX 555 | SUN VALLEY | ID | 833530555 | NONE | PC | ARTS | $20,890 | |
| BETA THETA PI FOUNDATION | ||||||||
| 5134 BONHAM ROAD | OXFORD | OH | 45056 | NONE | PC | EDUCATION | $27,000 | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVE MCGUINN HALL | CHESTNUT HILL | MA | 02467 | NONE | PC | EDUCATION | $90,000 | ROOM 200 |
| BOYS & GIRLS CLUB OF PBC | ||||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 33407 | NONE | PC | COMMUNITY | $5,000 | |
| CALVIN COOLIDGE MEMORIAL FOUNDATION | ||||||||
| PO BOX 97 | PLYMOUTH | VT | 05056 | NONE | PC | EDUCATION | $145,000 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | NONE | PC | PUBLIC POLICY | $30,000 | |
| CENTER FOR FAMILY SVCS OF PBC | ||||||||
| 4101 PARKER AVENUE WEST | WEST PALM BEACH | FL | 33405 | NONE | PC | COMMUNITY | $50,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PC | EDUCATION | $50,000 | |
| CHRISTOPHER NEWPORT UNIV | ||||||||
| ONE UNIVERSITY PLACE | NEWPORT NEWS | VA | 236062998 | NONE | PC | EDUCATION | $100,000 | |
| CITY COLLEGE OF NY | ||||||||
| PO BOX 177 | NEW YORK | NY | 10027 | NONE | PC | EDUCATION | $140,000 | |
| CLEMSON UNIVERSITY | ||||||||
| 329 SIRRINE HALL - CLEMSON INST FOR | CLEMSON | SC | 29634 | NONE | PC | EDUCATION | $235,000 | THE STUDY OF CAPITALISM |
| COLONIAL THEATRE | ||||||||
| 111 SOUTH ST | PITTSFIELD | MA | 01201 | NONE | PC | PUBLIC POLICY | $5,000 | |
| COMMITTEE TO UNLEASH PROSPERITY | ||||||||
| 301 TAHMORE DRIVE | FAIRFIELD | CT | 06825 | NONE | PC | EDUCATION | $200,000 | |
| COMMON SENSE SOCIETY | ||||||||
| 915 PRINCE STREET | ALEXANDRIA | VA | 223143008 | NONE | PC | PUBLIC POLICY | $25,000 | |
| DARTMOUTH COLLEGE | ||||||||
| DEPT OF ECONOMICS - HB 6106 | HANOVER | NH | 03755 | NONE | PC | EDUCATION | $125,000 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90097 | DURHAM | NC | 277080097 | NONE | PC | EDUCATION | $125,000 | |
| EAST BEACH ASSOCIATION | ||||||||
| PO BOX 1055 | WATCH HILL | RI | 02891 | NONE | PC | COMMUNITY | $300 | |
| ENCOUNTER BOOKS | ||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | PUBLIC POLICY | $50,000 | |
| FDTN FOR INDIVIDUAL RIGHTS IN EDUCATION | ||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | NONE | PC | EDUCATION | $150,000 | |
| FOUNDATION FOR CULTURAL REVIEW INC | ||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | PUBLIC POLICY | $50,000 | |
| FRANKLIN NEWS FOUNDATION | ||||||||
| 200 W MADISON STREET SUITE 2100 | CHICAGO | IL | 60606 | NONE | PC | PUBLIC POLICY | $150,000 | |
| FURMAN UNIVERSITY | ||||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | NONE | PC | EDUCATION | $50,000 | |
| GEORGE MASON UNIVERSITY FDTN | ||||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | NONE | PC | EDUCATION | $200,000 | |
| GEORGE MASON UNIVERSITY FDTN | ||||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | NONE | PC | EDUCATION | $150,000 | |
| GEORGETOWN U LAW CENTER | ||||||||
| MCDONOUGH 423 | WASHINGTON | DC | 200012075 | NONE | PC | EDUCATION | $255,000 | |
| GLADES ACADEMY FOUNDATION INC | ||||||||
| 105 JUNGLE RD | PALM BEACH | FL | 33480 | NONE | PC | EDUCATION | $2,000 | |
| GOODMAN INSTITUTE | ||||||||
| 6335 W NORTHWEST HIGHWAY | DALLAS | TX | 75225 | NONE | PC | PUBLIC POLICY | $25,000 | |
| GRADUATE SCHOOL FOUNDATION-CUNY | ||||||||
| 365 FIFTH AVENUE ROOM 6412 | NEW YORK | NY | 10016 | NONE | PC | EDUCATION | $250,000 | |
| HATTIE HILLS HORSE RESCUE | ||||||||
| 12 HATTIE LANE | SALT POINT | NY | 12578 | NONE | PC | WILDLIFE CONSERVATION | $2,000 | |
| HETERODOX ACADEMY | ||||||||
| 428 BROADWAY 4TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | EDUCATION | $200,000 | |
| HIGHER GROUND SUN VALLEY | ||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | NONE | PC | COMMUNITY | $15,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | EDUCATION | $200 | |
| 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 | $460,000 | |
| KENYON COLLEGE | ||||||||
| EATON CHURCH | GAMBIER | OH | 43022 | NONE | PC | EDUCATION | $377,000 | |
| 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 | $982,988 | |
| MEMORIAL&LIBRARY ASSOC | ||||||||
| 44 BROAD STREET | WESTERLY | RI | 02891 | NONE | PC | PUBLIC POLICY | $350 | |
| MIAMI CITY BALLET | ||||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | ARTS | $5,000 | |
| MIRACLE HORSE RESCUE | ||||||||
| 2090 SAGE CREEK RD | MIDVALE | ID | 83645 | NONE | PC | PUBLIC POLICY | $1,500 | |
| MOUNTAIN MISSION SCHOOL INC | ||||||||
| 1760 EDGEWATER DRIVE | GRUNDY | VA | 24614 | NONE | PC | PUBLIC POLICY | $5,000 | |
| NATIONAL FOREST FOUNDATION | ||||||||
| PO BOX 6332 | KETCHUM | ID | 83340 | NONE | PC | WILDLIFE CONSERVATION | $5,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||
| PO BOX 19005 | WASHINGTON | DC | 200369005 | NONE | PC | PUBLIC POLICY | $333,000 | |
| NEW YORK UNIVERSITY | ||||||||
| NYU-STERN KMC SUITE 7-150 | NEW YORK | NY | 10012 | NONE | PC | EDUCATION | $100,000 | |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| ONE EMBARCADERO CENTER SUITE 350 | SAN FRANCISCO | CA | 94111 | NONE | PC | RESEARCH | $150,000 | |
| PALM BEACH CIVIC ASSOCIATION | ||||||||
| 139 N COUNTY ROAD SUITE 33 | PALM BEACH | FL | 334809932 | NONE | PC | COMMUNITY | $1,000 | |
| PALM BEACH ISLAND HOSPICE FOUNDATION | ||||||||
| 44 COCOANUT ROW M207B | PALM BEACH | FL | 33480 | NONE | PC | COMMUNITY | $5,000 | |
| PARENTS DEFENDING EDUCATION | ||||||||
| 4532 LEE HWY NUM 119 | ARLINGTON | VA | 22207 | NONE | PC | EDUCATION | $50,000 | |
| PARTNERSHIP FOR INNER CITY ED | ||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $25,000 | |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | ||||||||
| 3100 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NONE | PC | COMMUNITY | $1,000 | |
| PRAGER U FOUNDATION | ||||||||
| 15021 VENTURA BOULEVARD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | EDUCATION | $250,000 | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE 3RD FL | CAMBRIDGE | MA | 02138 | NONE | PC | PUBLIC POLICY | $200,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 83 PROSPECT AVE | PRINCETON | NJ | 08540 | NONE | PC | EDUCATION | $320,000 | |
| PROPERTY & ENVIRONMENTAL RESEARCH CENTER | ||||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 597186829 | NONE | PC | PUBLIC POLICY | $75,000 | |
| REAL CLEAR FOUNDATION | ||||||||
| 1747 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | NONE | PC | EDUCATION | $200,000 | |
| RHODES COLLEGE | ||||||||
| 2000 NORTH PARKWAY | MEMPHIS | TN | 38112 | NONE | PC | EDUCATION | $85,000 | |
| SALT MARSH OPERA | ||||||||
| P O BOX 227 | STONINGTON | CT | 06378 | NONE | PC | ARTS | $500 | |
| SISTER SERVANTS OF THE ETERNAL WORLD | ||||||||
| 3721 BELMONT ROAD | BIRMINGHAM | AL | 352103434 | NONE | PC | COMMUNITY | $5,000 | |
| SOCIETY OF THE 4 ARTS | ||||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | ARTS | $50,000 | |
| ST LUKE'S WOOD RIVER FDTN | ||||||||
| P O BOX 7005 | KETCHUM | ID | 833409907 | NONE | PC | RESEARCH | $5,000 | |
| STANFORD UNIVERSITY | ||||||||
| CROWN QUADRANGLE 559 NATHAN ABBOTT | STANFORD | CA | 943058610 | NONE | PC | EDUCATION | $150,000 | WAY |
| STORM KING ART CENTER | ||||||||
| P O BOX 280 | MOUNTAINVILLE | NY | 10953 | NONE | PC | ARTS | $35,000 | |
| STUDENT FREE PRESS ASSOCIATION | ||||||||
| 4771 MECHANIC ROAD | HILLSDALE | MI | 49242 | NONE | PC | PUBLIC POLICY | $25,000 | |
| STUDENTS FOR FAIR ADMISSIONS | ||||||||
| 3571 FAR WEST BLVD 17 | AUSTIN | TX | 78731 | NONE | PC | PUBLIC POLICY | $100,000 | |
| TEXAS TECH UNIVERSITY | ||||||||
| PO BOX 41017 | LUBBOCK | TX | 794091017 | NONE | PC | EDUCATION | $100,000 | |
| THE WATCH HILL CONSERVANCY | ||||||||
| ONE BAY STREET | WESTERLY | RI | 02891 | NONE | PC | PUBLIC POLICY | $10,000 | |
| UNIVERSITY OF CALIFORNIA LAW SCHOOL | ||||||||
| BOALT HALL | BERKELEY | CA | 94720 | NONE | PC | EDUCATION | $170,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| PO BOX 248106 | CORAL GABLES | FL | 331242912 | NONE | PC | EDUCATION | $26,200 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 1251 N EDDY STREET SUITE 300 | SOUTH BEND | IN | 46617 | NONE | PC | EDUCATION | $350,000 | |
| UNREPORTED STORY SOCIETY | ||||||||
| 578 WASHINGTON BLVD 802 | MARINA DEL REY | CA | 90292 | NONE | PC | PUBLIC POLICY | $50,000 | |
| VMTS EDUCATION INC | ||||||||
| 137 MONTEGUE STREET 132 | BROOKLYN | NY | 11201 | NONE | PC | PUBLIC POLICY | $300,000 | |
| WESTERLY HOSPITAL FOUNDATION INC | ||||||||
| 43 BROAD STREET STE 300 PO BOX 112 | WESTERLY | RI | 02891 | NONE | PC | HEALTH | $5,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 11480 COMMERCE PARK DRIVE SUITE 600 | RESTON | VA | 20191 | NONE | PC | PUBLIC POLICY | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,662,278 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEACON CENTER OF TENNESSEE | |||||||
| 1200 CLINTON STREET 205 | NASHVILLE | TN | 37203 | NONE | PC | PUBLIC POLICY | $25,000 |
| FEDERALIST MEDIA FOUNDATION | |||||||
| 1747 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC POLICY | $150,000 |
| HETERODOX ACADEMY | |||||||
| 428 BROADWAY 4TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | EDUCATION | $200,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | PUBLIC POLICY | $150,000 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE THIRD FLOOR | NEW YORK | NY | 10017 | NONE | PC | EDUCATION/PUBLIC POLICY | $650,000 |
| REAL CLEAR FOUNDATION | |||||||
| 1747 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | NONE | PC | EDUCATION | $150,000 |
| TEXAS TECH UNIVERSITY | |||||||
| PO BOX 41017 | LUBBOCK | TX | 794091017 | NONE | PC | EDUCATION | $200,000 |
| THE FEDERALIST SOCIETY | |||||||
| 1776 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | PUBLIC POLICY | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,635,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,360,162 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,381,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,381,234 | 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 |
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 | THOMAS W SMITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $6,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $18,675 | Amt |
| Net Investment Income | $9,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,337 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 SHS CIMPRESS NV CMN | $414,150 | $414,150 |
| 10,000 SHS WORLD ACCEPTANCE CORP | $659,400 | $659,400 |
| 26,948 SHS CREDIT ACCEPTANCE CORP | $9,700,531 | $9,700,531 |
| 50,000 SHS WAYFAIR INC CL A | $1,644,500 | $1,644,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES IN CONNECTION WITH FOUNDATION MATTERS | CategoryTxt |
| Legal Fees | $107,587 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $107,587 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS AND EXCHANGES | Desc |
| BOY Book Value | $2,865 | BOYBookValueAmt |
| EOY Book Value | $4,110 | EOYBookValueAmt |
| EOYFMV | $4,110 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $18,591,563 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES AND PERMITS | $70 | $0 | $0 | $70 |
| OFFICE SUPPLIES | $3,136 | $0 | $0 | $3,136 |
| DE ANNUAL FILING FEE | $25 | $0 | $0 | $25 |
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 | $53,584 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments