SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SMITH FAMILY FOUNDATION INC (EIN 32-0637996)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-16
- IRS object ID
- 202223209349101352
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-16T08:51:36-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223697549 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pietrinferno & Pietrinferno | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Jefferson Plaza | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 | 320637996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Smith Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIT | BusinessNameControlTxt |
| Phone | 7323291500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Jefferson Plaza | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donald V Smith | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Donald V | PersonFirstNm |
| Person Last | Smith | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alfred J Pietrinferno III | PreparerPersonNm |
| PTIN | P01261716 | PTIN |
| Phone | 7323291500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $4,778,069 | 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 | $18,840 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $157,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,553 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $157,553 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,929,991 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $800 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $16,832 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,832 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $16,832 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $191,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,385 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $175,185 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $15,186 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,186 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,654 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,654 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,058 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,058 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,237 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $44,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $175,185 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,718 | CashBOYAmt |
| Cash EOY | $23,965 | CashEOYAmt |
| Cash EOYFMV | $23,965 | CashEOYFMVAmt |
| Other Investments BOY | $4,570,347 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,462,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,754,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,578,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,486,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,778,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,578,065 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,486,233 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,578,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,486,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,578,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,486,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,578,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,832 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,486,233 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,486,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Schwab 9291 | P | 2021-01-01 | 2021-12-31 | $1,202,391 | $1,202,649 | -$258 | -$258 |
| Schwab 9291 | P | 2001-01-01 | 2021-12-31 | $3,446,442 | $3,465,159 | -$18,717 | -$18,717 |
| Schwab 3558 | P | 2021-01-01 | 2021-12-31 | $139,509 | $139,520 | -$11 | -$11 |
| Schwab 9892 | P | 2021-01-01 | 2021-12-31 | $125,654 | $124,585 | $1,069 | $1,069 |
| Capital Gain Dividends | $15,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,922 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $800 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,810 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,810 | SubtotalAmt |
| Tax Based On Investment Income | $1,810 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,190 | OverpaymentAmt |
| Applied To ES Tax | $2,190 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | Donald V Smith | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323291500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Jefferson Plaza | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | 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 | false | 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 |
|---|---|---|---|---|---|---|
| Donald V Smith | ||||||
| 22 Jefferson Plaza | Princeton | NJ | 08540 | President | 8.00 | $0 |
| Maureen Smith | ||||||
| 22 Jefferson Plaza | Princeton | NJ | 08540 | Secretary | 4.00 | $0 |
| Colleen Smith | ||||||
| 22 Jefferson Plaza | Princeton | NJ | 08540 | Vice President | 4.00 | $0 |
| Meghan Harrison | ||||||
| 22 Jefferson Plaza | Princeton | NJ | 08540 | Vice President | 4.00 | $0 |
| Brian Smith | ||||||
| 22 Jefferson Plaza | Princeton | NJ | 08540 | Treasurer | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,796,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,798,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,798,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,726,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,810 | TotalTaxAmt |
| Distributable Before Adj | $234,497 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $234,497 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $234,497 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $239,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $234,497 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $10,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $234,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,503 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,978 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $10,475 | ExcessFromYear1Amt |
| Excess From Current Year | $4,503 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Princeton Healthcare Foundation | |||||||
| 1 Plainsboro Road | Plainsboro | NJ | 08536 | None | PC | For Charitable Purpose | $20,000 |
| Princeton Day School | |||||||
| 650 Great Road | Princeton | NJ | 08540 | None | PC | For Charitable Purpose | $15,000 |
| Friends Select School Development A | |||||||
| 1651 Benjamin Frnaklin Pkwy | Philadelphia | PA | 19103 | None | PC | For Charitable Purpose | $5,000 |
| Greene Towne Montessori School | |||||||
| 2121 Arch Street | Philadelphia | PA | 19103 | None | PC | For Charitable Purpose | $500 |
| St Ignatius Chapel | |||||||
| 8855 Chapel Point Road | Port Tobacco | MD | 20677 | None | PC | For Charitable Purpose | $1,000 |
| Community Foundation of NJ | |||||||
| PO Box 338 | Morristown | NJ | 07963 | None | PC | For Charitable Purpose | $48,500 |
| Business Executives for Security | |||||||
| 1030 15th Street NW Suite 200 East | Washington | DC | 20005 | None | PC | For Charitable Purpose | $50,000 |
| American Enterprise Institute | |||||||
| 1789 Massachusetts Avenue NW | Washington | DC | 20036 | None | PC | For Charitable Purpose | $5,000 |
| Hoover Institute | |||||||
| 1399 New York Avenue NW Suite 500 | Washington | DC | 20005 | None | PC | For Charitable Purpose | $5,000 |
| The Heritage Foundation | |||||||
| 214 Massachusetts Ave NE | Washington | DC | 20002 | None | PC | For Charitable Purpose | $5,000 |
| Institute for the Study of War | |||||||
| 1400 16th Street NW Suite 515 | Washington | DC | 20036 | None | PC | For Charitable Purpose | $5,000 |
| Naval Academy Foundation | |||||||
| 274 Wood Road | Annapolis | MD | 21402 | None | PC | For Charitable Purpose | $5,000 |
| Trustees of the Lawrenceville Schoo | |||||||
| 2500 Main St | Lawrenceville | NJ | 08648 | None | PC | For Charitable Purpose | $7,500 |
| Bucknell University | |||||||
| One Dent Drive | Lewisburg | PA | 17837 | None | PC | For Charitable Purpose | $5,000 |
| Villanova University | |||||||
| 800 Lancaster Avenue | Villanova | PA | 19085 | None | PC | For Charitable Purpose | $2,500 |
| Institute of World Politics | |||||||
| 1521 16th St NW | Washington | DC | 20036 | None | PC | For Charitable Purpose | $25,000 |
| Temple Beth Hillel-Beth El Early Ch | |||||||
| 1001 Remington Rd | Wynnewood | PA | 19096 | None | PC | For Charitable Purpose | $5,000 |
| Dartmouth College | |||||||
| 207 Parkhurst Hall | Hanover | NH | 03755 | None | PC | For Charitable Purpose | $25,000 |
| Stuart Country Day School | |||||||
| 1200 Stuart Rd | Princeton | NJ | 08540 | None | PC | For Charitable Purpose | $3,000 |
| St Luke Catholic School | |||||||
| 7005 Georgetown Pike | McLean | VA | 22101 | None | PC | For Charitable Purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $157,553 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,832 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,922 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $172,463 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,463 | 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 | Donald V Smith | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Jefferson Plaza | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,840 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $3,654 | Amt |
| Net Investment Income | $3,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Brokerage Account xx9291 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,462,268 | BookValueAmt |
| EOYFMV | $4,754,104 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $15,186 | LegalFeesAmt |
| Net Investment Income | $15,186 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Fees | $35 | $35 |
| Management Fees | $24,202 | $24,202 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $16,832 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,832 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,832 | AdjustedNetIncomeAmt |
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