ORIN SMITH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ORIN SMITH FAMILY FOUNDATION (EIN 20-0477535)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-03
- IRS object ID
- 202222769349100322
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-03T15:32:02-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 2ND AVE 34TH FLOOR | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981041022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200477535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORIN SMITH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEVIN SMITH | InCareOfNm |
| Business Name Control | ORIN | BusinessNameControlTxt |
| Phone | 2067157611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4963 NE 85TH STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981153913 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN SMITH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2067157611 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN B QUEARY | PreparerPersonNm |
| PTIN | P00099025 | PTIN |
| Phone | 2066211900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $37,909,043 | 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 | $1,034,584 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $121 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $121 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $572,181 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $572,181 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $544,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $544,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $544,374 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,151,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,116,676 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $355 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $355 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210,155 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210,155 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,753 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,753 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $223,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,529,184 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,529,184 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,752,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,532,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $398,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $897,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,540,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,668,667 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,668,667 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,926,986 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,663,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,900,585 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,135,472 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,131,661 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,339,791 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,603,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,463,971 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,909,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,603,066 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,463,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,603,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,463,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,603,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,463,971 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,603,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $398,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $462,028 | OtherIncreasesAmt |
| Subtotal | $24,463,971 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,463,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $544,374 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $544,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,472 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,472 | SubtotalAmt |
| Tax Based On Investment Income | $12,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,293 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,093 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,621 | OverpaymentAmt |
| Applied To ES Tax | $5,621 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2067157611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4963 NE 85TH STREET | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981153913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| kevin smith | ||||||||
| 4963 NE 85TH STREET | SEATTLE | WA | 981153913 | director | 8.0 | $0 | $0 | $0 |
| Karen Smith | ||||||||
| 4963 NE 85TH STREET | SEATTLE | WA | 981153913 | Director | 1.0 | $0 | $0 | $0 |
| Jessica Smith | ||||||||
| 4963 NE 85TH STREET | SEATTLE | WA | 981153913 | Director | 1.0 | $0 | $0 | $0 |
| Mari Smith | ||||||||
| 4963 NE 85TH STREET | SEATTLE | WA | 981153913 | Director | 1.0 | $0 | $0 | $0 |
| Lauren Smith | ||||||||
| 4963 NE 85TH STREET | SEATTLE | WA | 981153913 | Director | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINNACLE WEALTH MGMT LLC (KEVIN SMITH) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4963 NE 8TH STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 981153913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $210,155 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,066,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,212,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,346,289 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,624,938 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,624,938 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $534,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,090,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,754,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,754,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,472 | TotalTaxAmt |
| Distributable Before Adj | $1,742,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,742,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,742,056 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,532,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,532,989 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,742,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $828,531 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,198,874 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $274,742 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $282,813 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,584,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,532,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,532,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $209,067 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $209,067 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,375,893 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,375,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $619,464 | ExcessFromYear4Amt |
| Excess From Year3 | $2,198,874 | ExcessFromYear3Amt |
| Excess From Year2 | $274,742 | ExcessFromYear2Amt |
| Excess From Year1 | $282,813 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CHEHALIS FOUNDATION | |||||||
| PO BOX 1608 | CHEHALIS | WA | 98532 | NONE | PC | EDUCATION EXCELLENCE | $500,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| BOX 359505 | SEATTLE | WA | 981959505 | NONE | PC | ORIN AND JANET SMITH FUND FOR THE INSTITUTE FOR STEM CELL AND REGENERATIVE MEDICINE - UW MEDICINE | $691,684 |
| plymouth housing group | |||||||
| 2113 3rd avenue | seattle | WA | 98121 | none | PC | GENERAL FUND | $20,000 |
| CAMPAIGN FOR FREE COLLEGE | |||||||
| 3820 MERIDIAN AVE N | SEATTLE | WA | 98103 | NONE | PC | GENERAL FUND | $30,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| BOX 359505 | SEATTLE | WA | 981959505 | NONE | PC | GENERAL FUND | $50,000 |
| CENTRALIA COLLEGE | |||||||
| 600 CENTRALIA COLLEGE BLVD | CENTRALIA | WA | 98531 | NONE | PC | GENDERAL FUND | $50,000 |
| UNITED WAY BRIDGE TO FINISH | |||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | NONE | PC | GENERAL FUND | $50,000 |
| UNITED AGAINST GUN VIOLENCE BRADY | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL FUND | $12,500 |
| Ballard Food Bank | |||||||
| 1400 NW LEARY WAY | SEATTLE | WA | 98107 | NONE | PC | General Fund | $50,000 |
| Plymouth Capital Campaign | |||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | NONE | PC | GENERAL FUND | $50,000 |
| Plymouth Housing 3YR FUND | |||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | NONE | PC | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,529,184 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $572,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $544,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | $2 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,116,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,116,678 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | ESTATE OF ORIN C SMITH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4963 NE 85TH STREET | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,034,584 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MKTS SMALL CAP PO | $306,917 | $413,495 |
| DFA EMERGING MKTS VALUE PORTFO | $172,801 | $190,038 |
| DFA EMERGING MKTS PORTFOLIO | $263,292 | $346,205 |
| DFA INTL SMALL CAP VALUE PORTF | $336,734 | $383,808 |
| DFA INTL SMALL COMPANY PORTFOL | $425,628 | $537,009 |
| DFA INTL VALUE PORTFOLIO | $476,816 | $483,133 |
| DFA LARGE CAP INTL PORTFOLIO | $429,052 | $579,238 |
| DFA REAL ESTATE SECURITIES POR | $1,123,691 | $2,111,415 |
| DFA US CORE EQUITY 2 (PURCHASE | $1,394,088 | $2,292,220 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,085,141 | $1,911,607 |
| DFA U.S. LARGE CO (PURCHASE) | $616,497 | $1,588,826 |
| DFA U.S. SMALL CAP PORTFOLIO | $510,662 | $992,900 |
| DFA U.S. SMALL CAP VALUE PORTF | $443,166 | $654,854 |
| DFA TAX MANAGED US 5-10(CONTR) | $0 | $0 |
| DFA TAX MANAGED US 5-10(PURCH) | $0 | $0 |
| DFA TAX MANAGED US MKT (CONTR) | $0 | $0 |
| DFA TAX MANAGED US MKT (PURCH) | $0 | $0 |
| DFA US CORE EQUITY 2 (CONTR) | $1,655,388 | $5,237,303 |
| STARBUCKS CORPORATION (CONTR) | $1,219,865 | $4,092,663 |
| DFA FIVE YEAR GLOBAL FIXED INC | $1,077,457 | $1,056,048 |
| DFA ONE YEAR FIXED INCOME PORT | $2,072,142 | $2,072,218 |
| DFA SHORT DURATION REAL RETURN | $1,071,789 | $1,133,638 |
| DFA SHORT TERM EXTENDED QUALIT | $1,062,127 | $1,071,881 |
| DFA SELECTIVELY HEDGED GLOBAL | $1,076,562 | $1,073,048 |
| DIMENSION US TRGT V ETF (PURCH | $462,031 | $655,263 |
| DIMENSION US TRGT V ETF(CONTRI | $1,038,970 | $1,517,266 |
| DFA TX MNGD US MKT (PURCHASED) | $520,727 | $917,209 |
| DFA TX MNGD UW MKT (CONTRIBUTE | $1,822,100 | $2,589,300 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CELLO FIXED INCOME FUND LTD | AT COST | $1,076,372 | $1,284,502 |
| COLUMBIA PACIFIC INCOME FND II | AT COST | $1,055,289 | $1,055,289 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT OF SECURITIES | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANT OF SECURITIES | $462,028 |
| (DIFFERENCE BETWEEN FMV AND BV) | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $210,155 | Amt |
| Net Investment Income | $210,155 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $5,753 | Amt |
| Net Investment Income | $5,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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