2025-08-26T09:34:38-05:00 2024-12-31 582487348 Aprio Advisory Group LLC 2002 Summit Boulevard Suite 120 Atlanta GA 30319 990PF 2024-01-01 770524641 Stephen S Smith and Paula K Smith Family Foundation STEP 6508883611 620 Sand Hill Road 206C Palo Alto CA 94304 Stephen S Smith President 6508883611 2025-08-25 1 1 Stacy Cullen P00974308 4048929651 2025-08-25 2024 2025-03-06 01:10:19Z X 928826 X X 8901 8901 76817 98637 76817 85718 85718 10200 0 0 892 0 0 2650 1325 1325 5473 4650 0 1263 467 0 50 0 0 20528 6442 1325 61090 61090 81618 6442 62415 4100 79276 10286 3786 3786 116358 41397 41397 0 346569 289747 546372 284195 593896 673016 675947 928826 0 0 X 0 0 0 0 673016 675947 673016 675947 673016 675947 673016 4100 0 677116 1169 675947 Fidelity 204 204 204 Fidelity 80077 21820 58257 58257 Capital Gains Dividends P 18356 18356 18356 76817 1102 0 1102 0 1102 800 0 0 0 800 0 302 0 0 0 0 0 0 0 0 0 0 1 1 CA 0 0 0 0 0 1 N/A The Foundation 6508883611 620 Sand Hill Road 206C Palo Alto CA 94304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Stephen S Smith 620 Sand Hill Road Apt 206C Palo Alto CA 94304 President 2.00 0 0 0 Paula K Smith 620 Sand Hill Road Apt 206C Palo Alto CA 94304 Secretary 10.00 10200 0 0 Edward V Pollack 2038 Baker Street San Francisco CA 94115 Director 1.00 0 0 0 Marcia H Pollack 2038 Baker Street san Francisco CA 94115 Director 1.00 0 0 0 NONE 0 NONE 0 0 869226 48731 0 917957 0 0 917957 13769 904188 45209 45209 1102 1102 44107 0 44107 0 44107 62415 0 62415 44107 0 0 71557 47076 1930 888 23821 145272 62415 0 0 0 44107 18308 0 0 163580 0 0 0 0 0 0 71557 92023 47076 1930 888 23821 18308 Stephen S Smith Paula K Smith X Adolescent Counseling Service 643 Bair Island Road Suite 402 Redwood City CA 94063 None PC Health 1000 Advokids 5643 Paradise Dr Corte Madera CA 94925 None PC Community 500 Alzheimers Association PO Box 220 New York NY 94305 None PC Health 500 Ambition Angels 380 Portage Ave Palo Alto CA 94303 None PC Community 1000 American Independent Foundation 800 Maine Ave SW Washington DC 20024 None PC Community 7500 Association for Senior Day Health PO Box 60455 Palo Alto CA 94306 None PC Community 250 Boomer Isiason Foundation PO BOX 28819 New York NY 10087 None PC Health 500 Brennan Center for Justice 120 Broadway Suite 1750 New York NY 10271 None PC Global/Human Rights 1000 Colorectal Cancer Alliance 1025 Vermont Ave NW Suite 1066 Washington DC 20005 None PC Health 5100 Computer History Museum 1401 N Shoreline Blvd Mountain View CA 94043 None PC Arts, Museums 2500 East Palo Alto Tennis and Tutoring 3460 W Bayshore Rd Palo Alto CA 94303 None PC Education 3000 Ecumenical Hunger Program 2411 Pulgas Avenue East Palo Alto CA 94303 None PC Community 1000 Edwards Center PO Box 6269 Aloha OR 97007 None PC Community 2500 Embarcdero Media Foundation 2345 Yale St Palo Alto CA 94306 None PC Community 500 First Graduate 594 Howard St 301 San Francisco CA 94105 None PC Education 1000 Fisher Center for Alzheimers Research PO BOX 220 New York NY 10150 None PC Health 1000 Foundation for a College Education PO Box 50518 Palo Alto CA 94303 None PC Education 500 Gamble Garden 1431 Waverly Street Palo Alto CA 94301 None PC Community 250 Giants Community Fund 24 Willie Mays Plaza San Francisco CA 94107 None PC Community 1000 Immigration Equality 40 Exchange Place 1705 New York NY 10003 None PC Global/Human Rights 500 Infinite Family 5951 Riverdale Ave 1204 Bronx NY 10471 None PC Global/Human Rights 500 International Rescue Committee PO Box 6068 Albert Lea MN 56007 None PC Global/Human Rights 3000 KQED 2601 Mariposa Street San Francisco CA 94110 None PC Community 500 Life Moves 181 Constitution Drive Menlo Park CA 94025 None PC Community 1000 Monterey Bay Aquarium 886 Cannery Row Monterey CA 93940 None PC Conservation 1000 National PKU Alliance 2809 E Hamilton Ave Eau Clarie WI 54701 None PC Health 500 Pablove Foundation 7119 W Sunset Blvd 993 Los Angeles CA 900464411 None PC Education 500 Pablove Foundation 7119 W Sunset Blvd 993 Los Angeles CA 900464411 None PC Health 500 Palo Alto Community Fund 355 Alma St Suite 1 Palo Alto CA 94303 None PC Community 1000 Palo Alto Junior Museum and Zoo 1451 Middlefield Rd Palo Alto CA 94301 None PC Arts, Museums 500 Palo Alto Medical Foundation Tax 2200 River Plaza Drive Sacramento CA 95833 None PC Health 1000 Palo Alto Unified School District 25 Churchill Ave Palo Alto CA 94306 None PC Education 346 Peninsula Open Space Trust 222 High Street Palo Alto CA 94301 None PC Conservation 500 Planned Parenthood 2470 Alvin Avenue San Jose CA 95121 None PC Education 1000 Pursuit of Excellence 1249 Pine Street Palo Alto CA 94301 None PC Education 500 Rainforest Trust PO Box 841 Warrenton VA 20188 None PC Conservation 750 Redeemer Lutheran School 468 Grand Street Redwood City CA 94062 None PC Education 2044 SPUR 654 Mission Street San Francisco CA 94105 None PC Community 500 Silicon Valley Community Foundation 2440 West El Camino Real Suite 300 Mountain View CA 94040 None PC Education 1000 Stanford University 450 Jane Stanford Way Stanford CA 94305 None PC Arts, Museums 100 Sutter Health Hospice of the Valley 4850 Union Avenue San Jose CA 95124 None PC Health 1000 Teach for America PO Box 398296 San Francisco CA 94139 None PC Education 500 The Hoover Institution 434 Galvez Mall Stanford CA 94305 None PC Education 1000 The Voter Participation Center 1707 L Street NW Suite 700 Washington DC 20036 None PC Community 2500 Vista Center for the Blind and Visually Impaired 101 N Bascom Ave San Jose CA 95128 None PC Health 5000 Wildlife Conservation Network 209 Mississippi Street San Francisco CA 94107 None PC Conservation 750 YMCA Silicon Valley 80 Saratoga Ave Santa Clara CA 95051 None PC Community 500 Youth On Course 30 Ragsdale Dr Suite 201 Monterey CA 93940 None PC Community 2000 61090 0 14 8901 18 76817 0 85718 0 85718 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2650 1325 1325 Fidelity 346569 289747 Fidelity AT COST 284195 593896 Basis adjustment 1169 Registration Fees 50 0 0 Investment 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