SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SMITH FAMILY FOUNDATION INC (EIN 35-2015637)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-08-02
- IRS object ID
- 202212149349100611
- Schema version
- 2021v4.2
- 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 | 2022-08-02T11:43:17-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | 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 | 2021-04-01 | 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 | 2022-07-21 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,970,537 | 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 | $3,321,243 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $231,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,080,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,152,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,830,082 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,633,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,061,618 | 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 | $3,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,197 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,197 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,775 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,465,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,465,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,578,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,465,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,055,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,991,061 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $551,985 | CashBOYAmt |
| Cash EOY | $4,579,658 | CashEOYAmt |
| Cash EOYFMV | $4,579,658 | CashEOYFMVAmt |
| Other Investments BOY | $26,903,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,931,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,390,879 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,455,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,510,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,970,537 | 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 | $27,455,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,510,793 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,455,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,510,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,455,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,510,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,455,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,055,441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,510,793 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,510,793 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY-2319 SHS ISRG | 2021-05-26 | $1,943,757 | $70 | $1,943,687 | $1,943,687 | ||
| FIDELITY-2488 SHS ISRG | 2021-05-26 | $2,085,411 | $75 | $2,085,336 | $2,085,336 | ||
| FIDELITY-193 SHS ISRG | 2021-05-26 | $161,770 | $19 | $161,751 | $161,751 | ||
| FIDELITY-AMERICAN BEACON AHL-1034.483 SHS | 2021-09-13 | $12,000 | $12,197 | -$197 | -$197 | 2021-06-07 | |
| FIDELITY-AMERICAN BEACON AHL-4756.202 SHS | 2021-11-22 | $55,600 | $56,076 | -$476 | -$476 | 2021-06-07 | |
| FIDELITY-DFA US TARGETED VALUE PRTF INSTL, DFFVX-209.779 SHS | 2021-06-07 | $6,679 | $4,000 | $2,679 | $2,679 | 2020-08-25 | |
| FIDELITY-DFA US TARGETED VALUE PRTF INSTL, DFFVX-5848.135 SHS | 2021-06-07 | $186,199 | $111,300 | $74,899 | $74,899 | 2020-09-01 | |
| FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-1886.792 SHS | 2021-11-22 | $33,000 | $37,377 | -$4,377 | -$4,377 | 2021-06-07 | |
| FIDELITY-ISHARES TR MSCI USA-218 SHS | 2021-08-30 | $39,969 | $33,774 | $6,195 | $6,195 | 2020-09-01 | |
| FIDELITY-KOPERNIK GLOBAL ALL CAP FD-433.673 SHS | 2021-09-13 | $6,800 | $6,952 | -$152 | -$152 | 2021-06-07 | |
| FIDELITY-KOPERNIK GLOBAL ALL CAP FD-2989.096 SHS | 2021-11-22 | $46,600 | $47,915 | -$1,315 | -$1,315 | 2021-06-07 | |
| FIDELITY-VANECK VECTORS ETF TR-1300 SHS | 2021-06-07 | $41,964 | $39,728 | $2,236 | $2,236 | 2020-08-25 | |
| FIDELITY-VANECK VECTORS ETF TR-2100 SHS | 2021-06-07 | $67,788 | $64,217 | $3,571 | $3,571 | 2020-09-01 | |
| FIDELITY-AMERICAN BEACON AHL-1585.782 SHS | 2022-01-19 | $529 | -$529 | -$529 | |||
| FIDELITY-AMERICAN BEACON AHL-1585.482 SHS | 2022-01-19 | $16,600 | $17,039 | -$439 | -$439 | ||
| FIDELITY-AQR LARGE CAP DEFENSIVE STYLE | 2022-01-19 | $25,390 | $21,041 | $4,349 | $4,349 | ||
| FIDELITY-BAILLIE GIFFORD EMERG MRKTS-1053.922 SHS | 2022-01-19 | $25,790 | $24,243 | $1,547 | $1,547 | ||
| FIDELITY-DFA US TARGETED VALUE PRTF INSTL, DFFVX-897.959 SHS | 2022-01-19 | $41,790 | $29,491 | $12,299 | $12,299 | ||
| FIDELITY-DODGE & COX INCOME-4927.431 SHS | 2022-01-19 | $665 | -$665 | -$665 | |||
| FIDELITY-DODGE & COX INCOME-4927.431 SHS | 2022-01-19 | $67,890 | $71,837 | -$3,947 | -$3,947 | ||
| FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-3032.609 SHS | 2022-01-19 | $3,532 | -$3,532 | -$3,532 | P | ||
| FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-3032.609 SHS | 2022-01-19 | $55,800 | $56,343 | -$543 | -$543 | P | |
| FIDELITY-GMO OPPORTUNISTIC INCOME FUND-820.313 SHS | 2022-01-19 | $21,000 | $21,181 | -$181 | -$181 | P | |
| GMO RESOURCES FUND I CONF-193.839 SHS | 2022-01-19 | $5,600 | $3,836 | $1,764 | $1,764 | P | |
| FIDELITY-GOLDMAN SACHS GQG PARTNERS INTL OPP | 2022-01-19 | $34,200 | $26,261 | $7,939 | $7,939 | P | |
| FIDELITY-JP MORGAN CORE BOND CLASS I-5858.499 SHS | 2022-01-19 | $67,900 | $71,772 | -$3,872 | -$3,872 | P | |
| FIDELITY-JP MORGAN CORE BOND CLASS I-5858.499 SHS | 2022-01-19 | $529 | -$529 | -$529 | P | ||
| FIDELITY-JPMORGAN INFLATION MANAGED BOND-3274.746 SHS | 2022-01-19 | $35,400 | $33,206 | $2,194 | $2,194 | P | |
| FIDELITY-KOPERNIK GLOBAL ALL CAP FD-941.347 SHS | 2022-01-22 | $13,000 | $15,090 | -$2,090 | -$2,090 | P | |
| FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-3255.240 | 2022-01-19 | $52,800 | $53,386 | -$586 | -$586 | P | |
| FIDELITY-NUANCE CONCENTRATED VAL LG-3940.991 SHS | 2022-01-19 | $37,400 | $43,312 | -$5,912 | -$5,912 | P | |
| FIDELITY-OAKMARK INTL ADVISOR FUND-1818.182 SHS | 2022-01-19 | $53,400 | $37,782 | $15,618 | $15,618 | P | |
| FIDELITY-PZENA EMERGING MRKTS-2873.95 SHS | 2022-01-19 | $34,190 | $26,174 | $8,016 | $8,016 | P | |
| FIDELITY-VANGUARD EXT MKT INDEX-1808.636 SHS | 2022-01-19 | $230,790 | $173,340 | $57,450 | $57,450 | P | |
| FIDELITY-ISHARES TR MSCI USA-109 SHS | 2022-01-20 | $18,301 | $12,345 | $5,956 | $5,956 | P | |
| FIDELITY-AMERICAN BEACON AHL-2264.875 SHS | 2022-02-03 | $23,600 | $24,551 | -$951 | -$951 | P | |
| FIDELITY-AQR LARGE CAP DEFENSIVE STYLE -502.821 SHS | 2022-02-03 | $15,140 | $11,455 | $3,685 | $3,685 | P | |
| FIDELITY-ARTISAN INTERNATIONAL ADV-1461.117 SHS | 2022-02-03 | $42,650 | $49,503 | -$6,853 | -$6,853 | P | |
| FIDELITY-BAILLIE GIFFORD EMERG MRKTS-656.637 SHS | 2022-02-03 | $16,040 | $15,081 | $959 | $959 | P | |
| FIDELITY-DFA GLOBAL REAL ESTATE-786.338 SHS | 2022-02-03 | $9,890 | $7,968 | $1,922 | $1,922 | P | |
| FIDELITY-DFA US LARGE CAP VALUE-289.4 SHS | 2022-02-03 | $13,340 | $9,504 | $3,836 | $3,836 | P | |
| FIDELITY-DODGE & COX INCOME-3043.478 SHS | 2022-02-03 | $41,990 | $41,986 | $4 | $4 | P | |
| FIDELITY-DODGE & COX INCOME-3043.478 SHS | 2022-02-03 | $1,569 | -$1,569 | -$1,569 | P | ||
| FIDELITY-GMO ALTERNATIVE ALLOCATION FD I, GAAGX-1218.192 SHS | 2022-02-03 | $22,500 | $23,669 | -$1,169 | -$1,169 | P | |
| FIDELITY-GMO OPPORTUNISTIC INCOME FUND-1218.192 SHS | 2022-02-03 | $11,200 | $11,269 | -$69 | -$69 | P | |
| FIDELITY-GMO RESOURCES FUND I-354.659 SHS | 2022-02-03 | $10,200 | $7,018 | $3,182 | $3,182 | P | |
| FIDELITY-JP MORGAN CORE BOND CLASS I-3620.69 SHS | 2022-02-03 | $42,000 | $43,376 | -$1,376 | -$1,376 | P | |
| FIDELITY-JP MORGAN INFLATION MANAGED BOND-2421.256 SHS | 2022-02-03 | $26,198 | $24,552 | $1,646 | $1,646 | P | |
| FIDLITY-KOPERNIK GLOBAL-1180.505 SHS | 2022-02-03 | $16,350 | $18,923 | -$2,573 | -$2,573 | P | |
| FIDELITY-LAZARD GLOBAL LISTED INFRASTRUCTER-549.754 SHS | 2022-02-03 | $8,950 | $9,016 | -$66 | -$66 | P | |
| FIDELITY-NUANCE CONCENTRATED VAL LG SHT-2621.564 SHS | 2022-02-03 | $24,800 | $28,811 | -$4,011 | -$4,011 | P | |
| FIDELITY-OAKMARK INTL ADVISOR FUND-578.874 SHS | 2022-02-03 | $16,550 | $12,029 | $4,521 | $4,521 | P | |
| FIDELITY-PZENA EMERGING MRKTS-1483.333 SHS | 2022-02-03 | $17,790 | $13,455 | $4,335 | $4,335 | P | |
| FIDELITY-VANGUARD 500 INDEX ADMIRAL-271.657 SHS | 2022-02-03 | $115,140 | $88,668 | $26,472 | $26,472 | P | |
| FIDELITY-ISHARES TR MSCI USA-88 SHS | 2022-02-03 | $14,867 | $9,966 | $4,901 | $4,901 | P | |
| FIDELITY-AQR LARGE CAP DEFENSIVE STYLE | $216,180 | $163,745 | $52,435 | $52,435 | P | ||
| FIDELITY-ARTISAN INTERNATIONAL ADV | $87,470 | $78,740 | $8,730 | $8,730 | P | ||
| FIDELITY-BAILLIE GIFFORD EMERG MRKTS | $35,880 | $31,905 | $3,975 | $3,975 | P | ||
| FIDELITY-DFA GLOBAL REAL ESTATE | $166,560 | $131,894 | $34,666 | $34,666 | P | ||
| FIDELITY-DFA US LARGE CAP VALUE | $367,280 | $270,832 | $96,448 | $96,448 | P | ||
| FIDELITY-DFA US TARGETED VALUE PRTF INSTL, DFFVX | $150,449 | $82,707 | $67,742 | $67,742 | P | ||
| FIDELITY-DODGE & COX INCOME | $92,490 | $96,883 | -$4,393 | -$4,393 | P | ||
| FIDELITY-GMO OPPORTUNISTIC INCOME FUND | $87,870 | $87,479 | $391 | $391 | P | ||
| FIDELITY-GOLDMAN SACHS GQG PARTNERS INTL OPP | $98,900 | $81,013 | $17,887 | $17,887 | P | ||
| FIDELITY-ISHARES TR MSCI USA | $74,431 | $48,884 | $25,547 | $25,547 | P | ||
| FIDELITY-JPMORGAN BOND CLASS I | $93,200 | $97,317 | -$4,117 | -$4,117 | P | ||
| FIDELITY-JPMORGAN INFLATION MANAGED BOND | $115,100 | $106,252 | $8,848 | $8,848 | P | ||
| FIDELITY-NUANCE CONCENTRATED VAL LG SHT | $43,400 | $48,132 | -$4,732 | -$4,732 | P | ||
| FIDELITY-OAKMARK INTL ADVISOR FUND | $91,000 | $67,089 | $23,911 | $23,911 | P | ||
| FIDELITY-PZENA EMERGING MRKTS | $73,770 | $57,843 | $15,927 | $15,927 | P | ||
| FIDELITY-VANECK VECTORS ETF TR | $102,230 | $90,987 | $11,243 | $11,243 | P | ||
| FIDELITY-VANGUARD 500 INDEX ADMIRAL-271.657 SHS | 2021-11-22 | $121,290 | $91,411 | $29,879 | $29,879 | P | |
| FIDELITY-GMO RESOURCES FUND I | $121,000 | $80,275 | $40,725 | $40,725 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,830,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,400 | 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 | $46,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $22,976 | TaxDueAmt |
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 | $69,574,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,537,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,112,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,112,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,111,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,000,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,650,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,650,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,376 | TotalTaxAmt |
| Distributable Before Adj | $3,580,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,580,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,580,650 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,465,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,465,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,580,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $169,202 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $171,864 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,188 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $397,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,465,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,465,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $115,650 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $115,650 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $281,604 | 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 | $281,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,552 | ExcessFromYear4Amt |
| Excess From Year3 | $171,864 | ExcessFromYear3Amt |
| Excess From Year2 | $56,188 | ExcessFromYear2Amt |
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 (70 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 | $50,000 | |
| 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 | |
| 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 | $15,000 | |
| 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 | $50,000 | |
| FLORENCE IMMIGRATION & REFUGEE RIGHTS PROJECT | ||||||||
| PO BOX 86299 | FLORENCE | AZ | 85754 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| FOOD BANK OF THE ROCKIES | ||||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| 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 | $25,000 | |
| GLOBAL RESPONSE MANAGEMENT | ||||||||
| 463688 SR 200 SUITE 1 150 | YULEE | FL | 32097 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $30,000 | |
| 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 | $100,000 | |
| ISSAQUAH FOOD & CLOTHING BANK | ||||||||
| 179 1ST AVE SE | ISSAQUAH | WA | 98027 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| 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 | |
| KHAN 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 | $10,000 | |
| LUTHERAN FAMILY SERVICES | ||||||||
| 1600 N DOWNING STREET SUITE 600 | DENVER | CO | 802182552 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF REFUGEE & ASYLEE PROGRAMS | $65,000 | |
| MARY'S PLACE | ||||||||
| 1830 9TH AVENUE | SEATTLE | WA | 98101 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| 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 | $25,000 | |
| MOTHERS WITHOUT BORDERS | ||||||||
| 125 E MAIN ST 402 | AMERICAN FORK | UT | 84003 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1201 EYE STREET NW SUITE 550B | WASHINGTON DC | DC | 20005 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 | |
| NATIONAL PUBLIC RADIO KUOW | ||||||||
| 220 MAIN STREET SUITE D | VENICE | CA | 90291 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 | |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $20,000 | |
| 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 | |
| PROJECT WORTHMORE | ||||||||
| 1666 ELMIRA ST | AURORA | CO | 80010 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $13,000 | |
| 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 | $55,000 | |
| 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 | $75,000 | |
| 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 WILFORD WOODRUFF PAPERS FOUNDATION | ||||||||
| 6542 40TH AVE SW | SEATTLE | WA | 981361810 | UNRELATED | PRIVATE FOUNDATION | GENERAL SUPPORT OF CHARITY | $30,000 | |
| 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 | $5,000 | |
| WARREN VILLAGE | ||||||||
| 1323 GILPIN STREET | DENVER | CO | 802182552 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $40,000 | |
| AMIGOS DE HONDURAS | ||||||||
| PO BOX 91 | BREMERTON | WA | 98337 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| CITYTEAM | ||||||||
| 2306 ZANKER RD | SAN JOSE | CA | 95131 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| FAMILY TREE | ||||||||
| 3805 MARSHALL STREET | WHEAT RIDGE | CO | 80033 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $12,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 32 WEST LAMAR STREET | AMERICUS | GA | 317093543 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| INTERFAITH MINISTRIES FOR GREATER HOUSTON | ||||||||
| 3303 MAIN ST | HOUSTON | TX | 77002 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| LDS PHILANTHROPIES | ||||||||
| 940 SWKT | PROVO | UT | 84602 | UNRELATED | PUBLIC CHARITY | SUPPORT FOR AFGHAN REFUGEES FUND | $50,000 | |
| LDS PHILANTHROPIES | ||||||||
| 940 SWKT | PROVO | UT | 84602 | UNRELATED | PUBLIC CHARITY | SUPPORT FOR UKRAINE REFUGEES FUND | $50,000 | |
| LIFTING HANDS INTERNATIONAL | ||||||||
| 2543 SOUTH 1700 EAST | SALT LAKE CITY | UT | 84106 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| MATTHEW 25MINISTRIES | ||||||||
| 11060 KENWOOD ROAD | BLUE ASH | OH | 45242 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| MENON FAMILY FOUNDATION | ||||||||
| 4783 WEST WICKFORD ROAD | BLOOMFIELD TWP | MI | 48302 | UNRELATED | PRIVATE FOUNDATION | GENERAL SUPPORT OF CHARITY | $250,000 | |
| NAMI COLORADO | ||||||||
| 3333 S BANNOCK ST | ENGLEWOOD | CO | 80110 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| NATIONAL ALLIANCE TO END HOMELESSNESS | ||||||||
| 1518 K STREET NW 2ND FLOOR | WASHINGTON DC | DC | 20005 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| PARS EQUALITY CENTER | ||||||||
| 4954 VAN NUYS BLVD 201 | SHERMAN OAKS | CA | 91403 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $30,000 | |
| RONALD MCDONALD HOUSE OF HOUSTON | ||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE STE 1300 | ARLINGTON | VA | 22209 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| THE TECH INTERACTIVE | ||||||||
| 201 S MARKET STREET | SAN JOSE | CA | 95113 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| THEIR STORY IF OUR STORY | ||||||||
| PO BOX 970771 | OREM | UT | 84097 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $35,000 | |
| WATERAID AMERICA INC | ||||||||
| 223 BROADWAY 2705 | NEW YORK | NY | 10279 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| LUTHERN COMMUNITY SERVICES NORTHWEST | ||||||||
| 223 N YAKIMA AVE | TACOMA | WA | 98403 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,465,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,080,994 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $231,536 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,080,994 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,312,530 | 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 | $3,321,243 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,014 SHS INTUITIVE SURGICAL STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,321,243 | FairMarketValueAmt |
| Received | 2021-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,360 | Amt |
| Net Investment Income | $3,360 | 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 | $26,931,135 | BookValueAmt |
| EOYFMV | $66,390,879 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $67,197 | Amt |
| Net Investment Income | $67,197 | 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 | $42,775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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