LEONARD J & ETHEL H SMITH CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD J & ETHEL H SMITH CHARITABLE FOUNDATION INC (EIN 65-0743750)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-19
- IRS object ID
- 202143239349100109
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-19T10:39:57-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 1814 PREUSS ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL BUCKLEY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3056544460 | PhoneNum |
| Signature | 2021-11-05 | 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 | 2021-11-05 | PreparationDt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $568,056 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,799 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,837 | 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 | $7,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,837 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $553,626 | CashBOYAmt |
| Cash EOY | $21,536 | CashEOYAmt |
| Cash EOYFMV | $21,536 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $468,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $546,520 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $553,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $490,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $568,056 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $553,626 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $490,094 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $553,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $490,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $553,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $490,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $553,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,532 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $490,094 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $490,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CAP WB-65.517 SH | P | 2020-01-29 | 2020-12-01 | $1,413 | $1,334 | $79 | $79 |
| AMERICAN CAP WB-135.247 SH | P | 2020-01-29 | 2020-12-04 | $2,929 | $2,755 | $174 | $174 |
| AMERICAN CAP WORLD GR & INC.-77.187 SH. | P | 2020-01-29 | 2020-12-01 | $4,446 | $3,657 | $789 | $789 |
| AMERICAN CAP WORLD GR & INC.-58.732 SH. | P | 2020-01-29 | 2020-12-04 | $3,415 | $2,783 | $632 | $632 |
| AMERICAN EUROPAC-64.418 SH. | P | 2020-01-29 | 2020-12-01 | $4,240 | $3,243 | $997 | $997 |
| AMERICAN EUROPAC-39.027 SH. | P | 2020-01-29 | 2020-12-04 | $2,600 | $1,964 | $636 | $636 |
| AMERICAN GRWTH FD OF AM-85.283 SH. | P | 2020-01-29 | 2020-12-01 | $5,732 | $4,300 | $1,432 | $1,432 |
| AMERICAN GRWTH FD OF AM-68.938 SH. | P | 2020-01-29 | 2020-12-04 | $4,695 | $3,476 | $1,219 | $1,219 |
| AMERICAN HIGH INC.-135.981 SH. | P | 2020-01-29 | 2020-12-01 | $1,363 | $1,271 | $92 | $92 |
| AMERICAN HIGH INC.-191.644 SH. | P | 2020-01-29 | 2020-12-04 | $1,930 | $1,791 | $139 | $139 |
| AMERICAN INC. FD OF AM-176.024 SH. | P | 2020-01-29 | 2020-12-01 | $4,110 | $3,717 | $393 | $393 |
| AMERICAN INC. FD OF AM-185.478 SH. | P | 2020-01-29 | 2020-12-04 | $4,385 | $3,917 | $468 | $468 |
| AMERICAN NEW PERSP.-46.889 SH. | P | 2020-01-29 | 2020-12-01 | $2,811 | $2,107 | $704 | $704 |
| AMERICAN NEW PERSP.-36.475 SH. | P | 2020-01-29 | 2020-12-04 | $2,214 | $1,639 | $575 | $575 |
| AMERICAN NEW WORLD-41.712 SH. | P | 2020-01-29 | 2020-12-01 | $3,488 | $2,688 | $800 | $800 |
| AMERICAN NEW WORLD-25.486 SH. | P | 2020-01-29 | 2020-12-04 | $2,162 | $1,643 | $519 | $519 |
| APPLIED FIN CORE-378.284 SH. | P | 2020-01-29 | 2020-12-01 | $5,829 | $4,646 | $1,183 | $1,183 |
| APPLIED FIN CORE-245.53 SH. | P | 2020-01-29 | 2020-12-04 | $3,857 | $3,016 | $841 | $841 |
| FRANKLIN STRAT-162.510 SH. | P | 2020-01-29 | 2020-12-01 | $1,537 | $1,488 | $49 | $49 |
| FRANKLIN STRAT-387.169 SH. | P | 2020-01-29 | 2020-12-04 | $3,674 | $3,545 | $129 | $129 |
| GOLDMAN SACHS-384.558 SH. | P | 2020-01-29 | 2020-12-01 | $5,242 | $4,057 | $1,185 | $1,185 |
| GOLDMAN SACHS-173.227 SH. | P | 2020-01-29 | 2020-12-04 | $2,430 | $1,828 | $602 | $602 |
| WESTERN ASSET-82.169 SH. | P | 2020-01-29 | 2020-12-01 | $1,132 | $1,096 | $36 | $36 |
| WESTERN ASSET-296.618 SH. | P | 2020-01-29 | 2020-12-04 | $4,084 | $3,958 | $126 | $126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,799 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $443 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $443 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 1814 PREUSS ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90035 | 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 | $546,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $773,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $773,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $761,615 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $443 | TotalTaxAmt |
| Distributable Before Adj | $37,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $319 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,050 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,426 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,638 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,402 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $143,597 | 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 | $143,597 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $319 | ExcessFromYear4Amt |
| Excess From Year3 | $37,050 | ExcessFromYear3Amt |
| Excess From Year2 | $41,426 | ExcessFromYear2Amt |
| Excess From Year1 | $14,400 | ExcessFromYear1Amt |
| Excess From Current Year | $50,402 | 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 (34 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 | $200 |
| BREAST CANCER RESEARCH FOUNDATION | |||||
| 60 E 56TH ST | NEW YORK | NY | 10022 | RESEARCH | $150 |
| CHEEKWOOD BOTANICAL GARDEN | |||||
| 1200 FORREST PARK | NASHVILLE | TN | 37205 | CHARITABLE | $750 |
| 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 |
| FIRST ART MUSEUM | |||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | CHARITABLE | $4,000 |
| FISHER HOUSE FOUNDATION | |||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | CHARITABLE | $500 |
| GORDON JCC | |||||
| 801 PERCYWARNER BLVD | NASHVILLE | TN | 37205 | CHARITABLE | $1,215 |
| NASHVILLE HUMANE SOCIETY | |||||
| 213 OCEOLA AVE | NASHVILLE | TN | 37209 | CHARITABLE | $200 |
| NASHVILLE PUBLIC RADIO | |||||
| 630 MAINSTREAM DRIVE | NASHVILLE | TN | 37228 | CHARITABLE | $1,700 |
| NASHVILLE SYMPHONY | |||||
| ONE SYMPHONY PLACE | NASHVILLE | TN | 37201 | CHARITABLE | $4,000 |
| ORT AMERICA | |||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | CHARITABLE | $500 |
| PARKINSONS COMMUNITY LA | |||||
| 117 W 9TH STREET | LOS ANGELES | CA | 90015 | RESEARCH | $20,000 |
| ROCK HILL FIRE DEPARTMENT & AMBULANCE | |||||
| 2133 GARRISONVILLE ROAD | STAFFORD | VA | 22556 | CHARITABLE | $200 |
| 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 | $3,700 |
| TEMPLE SHALOM | |||||
| 608 S HILL ST | LOS ANGELES | CA | 90014 | CHARITABLE | $500 |
| THE BELCOURT CAMPAIGN | |||||
| 2102 BELCOURT AVE | NASHVILLE | TN | 37212 | CHARITABLE | $200 |
| THE TEMPLE | |||||
| 5015 HARDING ROAD | NASHVILLE | TN | 37205 | CHARITABLE | $1,200 |
| WILDWOOD SCHOOL | |||||
| 12201 WASHINGTON PLACE | LOS ANGELES | CA | 90066 | CHARITABLE | $7,500 |
| BELMONT UNIVERSITY | |||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37209 | RESEARCH | $1,000 |
| ORT AMERICA | |||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | RESEARCHRESEARCH | $500 |
| GREENWAYS FOR NASHVILLE | |||||
| 2565 PARK PLAZA | NASHVILLE | TN | 37203 | CHARITABLE | $1,500 |
| NASHVILLE HUB | |||||
| 150 ATHENS WAY | NASHVILLE | TN | 37228 | EDUCATION | $200 |
| NASHVILLE PUBLIC LIBRARY FOUNDATION | |||||
| 615 CHURCH STREET | NASHVILLE | TN | 37219 | EDUCATIONEDUCATION | $1,275 |
| PLANNED PARENTHOOD OF MIDDLE TN | |||||
| 412 DR DB TODD JR BLVD | NASHVILLE | TN | 37203 | CHARITABLECHARITABLE | $5,000 |
| ROCK HILL VOLUNTEER AMBULANCE | |||||
| 96 LAKE LOUISE MARIE RD | ROCK HILL | NY | 12775 | CHARITABLE | $150 |
| ROCKVILLE MEDICAL | |||||
| 178 SUNRISE HWY | ROCKVILLE CENTER | NY | 11570 | CHARITABLE | $200 |
| THE EQUITY ALLIANCE | |||||
| PO BOX 331821 | NASHVILLE | TN | 37203 | CHARITABLE | $1,000 |
| THISTLE FARMS | |||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | CHARITABLE | $1,300 |
| TIERRA DEL SOL | |||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | CHARITABLE | $20,000 |
| TENNESEE PERFORMING ARTS CENTER TPAC | |||||
| 505 DEADERICK ST | NASHVILLE | TN | 37243 | CHARITABLE | $1,000 |
| WALK BIKE NASHVILLE | |||||
| 1 SOUTH 7TH ST | NASHVILLE | TN | 37206 | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,040 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,038 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,799 | 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 | $31,837 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,837 | 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 (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $5,604 | $0 | $0 |
| TAX PREPARATION FEES | $1,700 | $0 | $0 |
| FOREIGN TAX | $25 | $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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