LEONARD J & ETHEL H SMITH CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD J & ETHEL H SMITH CHARITABLE FOUNDATION INC (EIN 65-0743750)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-13
- IRS object ID
- 202222869349100787
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-13T18:03:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223379851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARDILLO & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 388 | AddressLine1Txt |
| City | MARTINSVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08836 | 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 | 650743750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD J & ETHEL H SMITH CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 3102082468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12490 W FIELDING CIRCLE 304 | AddressLine1Txt |
| City | PLAYA VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL BUCKLEY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3056544460 | PhoneNum |
| Signature | 2022-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAIL | PersonFirstNm |
| Person Last | BUCKLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ralph Cardillo | PreparerPersonNm |
| PTIN | P01415483 | PTIN |
| Phone | 7324696300 | PhoneNum |
| Preparation | 2022-10-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $607,736 | 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 | $80,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $230,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,398 | 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 |
| Other Expenses Rev And Expnss | $5,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,536 | CashBOYAmt |
| Cash EOY | $106,303 | CashEOYAmt |
| Cash EOYFMV | $106,303 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $468,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $441,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $501,433 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $490,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $547,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $607,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $490,094 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $547,664 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $490,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $547,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $490,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $547,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $490,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $547,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $547,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AM CAP WORLD BOND 71.421 SH. | P | 2020-01-29 | 2021-01-08 | $1,528 | $1,464 | $64 | $64 |
| AM CAP WORLD GRP 42.135 SH. | P | 2020-01-29 | 2021-01-08 | $2,564 | $2,031 | $533 | $533 |
| AM EUROPAC 21.015 SH. | P | 2020-01-29 | 2021-01-08 | $1,493 | $1,075 | $418 | $418 |
| AM GRWTH FD 60.423 SH. | P | 2020-01-29 | 2021-01-08 | $4,198 | $3,149 | $1,049 | $1,049 |
| AM HIGH INC. 117.327 SH. | P | 2020-01-29 | 2021-01-08 | $1,194 | $1,105 | $89 | $89 |
| AM INC. FD 150.759 SH. | P | 2020-01-29 | 2021-01-08 | $3,615 | $3,220 | $395 | $395 |
| AM NEW PERS. 27.595 SH. | P | 2020-01-29 | 2021-01-08 | $1,729 | $1,277 | $452 | $452 |
| AM NEW WORLD 14.2 SH | P | 2020-01-29 | 2021-01-08 | $1,275 | $932 | $343 | $343 |
| APP FIN CORE 272.639 SH. | P | 2020-01-10 | 2021-01-08 | $4,065 | $3,444 | $621 | $621 |
| APP FIN CORE 975.003 SH. | P | 2020-12-26 | 2021-12-23 | $11,707 | $12,310 | -$603 | -$603 |
| FRANKLIN STRAT INC. 232.482 SH. | P | 2020-01-29 | 2021-01-08 | $2,213 | $2,136 | $77 | $77 |
| GOLDMAN SACHS SM MIDCAP 182.285 SH. | P | 2020-04-01 | 2021-01-08 | $2,709 | $1,973 | $736 | $736 |
| SPDR GOLD 26 SH. | P | 2021-05-24 | 2021-12-06 | $4,326 | $4,586 | -$260 | -$260 |
| WESTERN ASSET CORE 168.812 SH. | P | 2020-01-29 | 2021-01-08 | $2,279 | $2,256 | $23 | $23 |
| AM CAP WORLD BOND 383.271 SH. | P | 2020-01-01 | 2021-12-06 | $7,709 | $7,852 | -$143 | -$143 |
| AM CAP WORLD GRP 186.886 SH. | P | 2020-04-01 | 2021-12-06 | $12,040 | $9,065 | $2,975 | $2,975 |
| AM EUROPAC 86.134 SH. | P | 2020-01-29 | 2021-12-06 | $5,778 | $4,486 | $1,292 | $1,292 |
| AM GRWTH FD 253.231 SH. | P | 2020-04-01 | 2021-12-06 | $19,336 | $13,231 | $6,105 | $6,105 |
| AM INC. FD 1270.254 SH. | P | 2020-04-01 | 2021-12-06 | $32,916 | $27,206 | $5,710 | $5,710 |
| AM NEW PERS. 117.111 SH. | P | 2020-01-29 | 2021-12-06 | $7,897 | $5,421 | $2,476 | $2,476 |
| AM NEW WORLD 70.538 SH | P | 2021-04-01 | 2021-12-06 | $6,399 | $4,675 | $1,724 | $1,724 |
| APP FIN CORE 4036.985 SH. | P | 2020-04-01 | 2021-12-23 | $52,060 | $50,862 | $1,198 | $1,198 |
| FRANKLIN STRAT INC. 1217.032 SH. | P | 2020-01-29 | 2021-12-06 | $11,427 | $11,197 | $230 | $230 |
| GOLDMAN SACHS SM MIDCAP 608.874 SH. | P | 2020-04-01 | 2021-12-06 | $10,621 | $6,622 | $3,999 | $3,999 |
| WESTERN ASSET CORE 954.459 SH. | P | 2020-01-29 | 2021-12-06 | $12,544 | $12,752 | -$208 | -$208 |
| AM HIGH INC. 664.243 SH. | P | 2020-01-29 | 2021-12-06 | $6,930 | $6,278 | $652 | $652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $502 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | GAIL BUCKLEY | IndividualWithBooksNm |
| Phone | 3108368514 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1249 W FIELDING CIRCLE APT 304 | AddressLine1Txt |
| City | PLAYA VISTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90094 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GAIL S BUCKLEY | ||||||||
| 1814 PREUSS RD | LOS ANGELES | CA | 90035 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| DR NEIL S SMITH | ||||||||
| 110 KENNER AVENUE | NASHVILLE | TN | 37205 | VICE-PRESIDENT | 20.00 | $0 | $0 | $0 |
| AMY SMITH | ||||||||
| 199B KENNER AVENUE | NASHVILLE | TN | 37205 | TREASURER | 5.00 | $0 | $0 | $0 |
| LOREN PHILIP | ||||||||
| 1815 SHENANDOAH STREET | LOS ANGELES | CA | 90035 | SECRETARY | 5.00 | $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 | $501,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $607,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $607,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $598,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $992 | TotalTaxAmt |
| Distributable Before Adj | $28,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,928 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,050 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,400 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $143,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,822 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $203,419 | 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 | $319 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $203,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,050 | ExcessFromYear4Amt |
| Excess From Year3 | $41,426 | ExcessFromYear3Amt |
| Excess From Year2 | $14,400 | ExcessFromYear2Amt |
| Excess From Year1 | $50,402 | ExcessFromYear1Amt |
| Excess From Current Year | $59,822 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GAIL BUCKLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1814 PREUSS ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3108368514 | RecipientPhoneNum |
| Recipient Email Address | stellasgrandma@gmail.co | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST DESCRIBING CHARITABLE ORGANIZATION, PURPOSE OF , AND AMOUNT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | RESEARCH | $300 |
| BREAST CANCER RESEARCH FOUNDATION | |||||
| 60 E 56TH ST | NEW YORK | NY | 10022 | RESEARCH | $150 |
| CONGREGATION BIKUR CHOLIM | |||||
| 2365 PARK AVENUE | BRIDGEPORT | CT | 06604 | CHARITABLE | $200 |
| COUNTRY MUSIC HALL OF FAME | |||||
| 222 FIFTH AVE | NASHVILLE | TN | 37203 | CHARITABLE | $5,000 |
| FISHER HOUSE FOUNDATION | |||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | CHARITABLE | $300 |
| GORDON JCC | |||||
| 801 PERCYWARNER BLVD | NASHVILLE | TN | 37205 | CHARITABLE | $3,300 |
| GREENWAYS FOR NASHVILLE | |||||
| 2565 PARK PLAZA | NASHVILLE | TN | 37203 | CHARITABLE | $2,250 |
| NASHVILLE HUMANE SOCIETY | |||||
| 213 OCEOLA AVE | NASHVILLE | TN | 37209 | 3300CHARITABLE | $250 |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | |||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | EDUCATIONEDUCATION | $2,000 |
| NASHVILLE PUBLIC RADIO | |||||
| 630 MAINSTREAM DRIVE | NASHVILLE | TN | 37228 | CHARITABLE | $250 |
| NASHVILLE SYMPHONY | |||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | CHARITABLE | $5,000 |
| ORT AMERICA | |||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | CHARITABLE | $350 |
| PARKINSONS COMMUNITY LA | |||||
| 117 W 9TH STREET | LOS ANGELES | CA | 90015 | RESEARCH | $25,000 |
| RUTGERS PREPATORY SCHOOL | |||||
| 1345 EASTON AVENUE | SOMERSET | NJ | 08873 | EDUCATION | $200 |
| SHADOWLAND THEATER | |||||
| 157 CANAL STREET | ELLENSVILLE | NY | 12428 | CHARITABLE | $1,500 |
| SMITH COLLEGE | |||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | EDUCATION | $200 |
| THE TEMPLE | |||||
| 5015 HARDING ROAD | NASHVILLE | TN | 37205 | CHARITABLE | $2,500 |
| TIERRA DEL SOL | |||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | CHARITABLE | $25,000 |
| WALK BIKE NASHVILLE | |||||
| 1 SOUTH 7TH ST | NASHVILLE | TN | 37206 | CHARITABLE | $2,500 |
| WILDWOOD SCHOOL | |||||
| 12201 WASHINGTON PLACE | LOS ANGELES | CA | 90066 | CHARITABLE | $7,500 |
| COMMUNITY FOUNDATION MIDDLE TN | |||||
| 3833 CLEGHORN AVE | NASHVILLE | TN | 37215 | CHARITABLE | $1,000 |
| JEWSIH FEDERATION OF NA | |||||
| 25 BROADWAY | NEW YORK | NY | 10004 | CHARITABLE | $1,000 |
| STAND UP 2 CANCER | |||||
| 330 7TH AVENUE | NEW YORK | NY | 10001 | RESEARCH | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,750 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $41,451 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,947 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $71,398 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,398 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | PROVIDE CASH FOR CHARITABLE CONTRIBUTIONS | RelationshipStatementTxt |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $5,002 | $0 | $0 |
| FOREIGN TAX | $76 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ETHEL H SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1814 PREUSS ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90035 | ZIPCd |
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