THE THEODORE J AND JANICE F SMITH: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE THEODORE J AND JANICE F SMITH (EIN 33-0833879)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-29
IRS object ID
201823029349100022
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2018-10-29T15:43:45-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953288054PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WRIGHT FORD YOUNG & CO CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116140 SAND CANYON AVENUEAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP926183715ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330833879EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE THEODORE J AND JANICE F SMITHBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHEOBusinessNameControlTxt
Phone7143288585PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1279 CRESCENT BAY DRIVEAddressLine1Txt
CityLAGUNA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHEODORE J SMITHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7143288585PhoneNum
Signature2018-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARISA E ALVARADOPreparerPersonNm
PTINP00202904PTIN
Phone9499102727PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.147.13.46IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-24IPDt
IP Tm11:04:14IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id77CED76F9762EC5E78224E67F027F8A262EF95F9AtSubmissionCreationDeviceId
At Submission Filing Device Id98FD3C36F339DA71A87CC114D10F75B770DE5BA9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$508,719FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$795ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,010DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,246DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,961NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,961GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,961CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,766TotalRevAndExpnssAmt
Total Net Invst Incm$13,207TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,664AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,332AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,332AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,333OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,333OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$610TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,607TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,665TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,332TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,607TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,665TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,332TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,841ExcessRevenueOverExpensesAmt
Net Investment Income$7,542NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,795CashBOYAmt
Cash EOY$47,320CashEOYAmt
Cash EOYFMV$47,320CashEOYFMVAmt
Other Investments BOY$198,628OtherInvestmentsBOYAmt
Other Investments EOY$205,262OtherInvestmentsEOYAmt
Other Investments EOYFMV$461,399OtherInvestmentsEOYFMVAmt
Total Assets BOY$258,423TotalAssetsBOYAmt
Total Assets EOY$252,582TotalAssetsEOYAmt
Total Assets EOYFMV$508,719TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$258,423RetainedEarningBOYAmt
Retained Earning EOY$252,582RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$258,423TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$252,582TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$258,423TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$252,582TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$258,423TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,841ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$252,582SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$252,582TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$3,961GrossSalesPriceAmt
Gain Or Loss$3,961GainOrLossAmt
Gains Minus Excess Or Losses$3,961GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,961CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,897AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$422,384NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028166DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,298AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$440,552NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.141409DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,613AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$472,227NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.088121DistributionYr3Rt
Adjusted Qlfy Distri Yr4$161,263AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$419,511NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.384407DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,433AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$361,461NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.114626DistributionYr5Rt
Total Distribution0.756729TotalDistributionRt
Average Distribution0.151346AverageDistributionRt
Net Vl Noncharitable Assets$468,023NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$70,833AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$75NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$70,908AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,332QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$151InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$151SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$466EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$466TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$315OverpaymentAmt
Applied To ES Tax$315AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHEODORE J SMITHIndividualWithBooksNm
Phone7143288585PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1279 CRESCENT BAY DRIVEAddressLine1Txt
CityLAGUNA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTHEODORE J SMITHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1279 CRESCENT BAY DRIVEAddressLine1Txt
CityLAGUNA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926511322ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$421,592AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,558AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$475,150TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$475,150AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,127CashDeemedCharitableAmt
Net Vl Noncharitable Assets$468,023NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,401MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,401MinimumInvestmentReturnAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Total Tax$151TotalTaxAmt
Distributable Before Adj$23,250DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,250DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,250DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,332ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,332QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,332AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,250DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$126,429ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,950ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,390ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$185,769TotalExcessDistributionCyovAmt
Qualifying Distributions$14,332QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,332AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$8,918ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,918ExcessDistributionCyovAppCYAmt
Total Corpus$176,851TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$176,851ExcessDistriCyovToNextYrAmt
Excess From Year4$117,511ExcessFromYear4Amt
Excess From Year3$18,950ExcessFromYear3Amt
Excess From Year2$40,390ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHEODORE J SMITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TRINITY UNITED PRESBYTERIAN CHURCH
13922 PROSPECT AVESANTA ANACA92705NONE501(C)(3)GENERAL PUBLIC SUPPORT$10,000
UCI FOUNDATION
555 ALDRICH HALLIRVINECA92697NONE501(C)(3)GENERAL PUBLIC SUPPORT$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,010ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,961ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,971ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,971TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,664Amt
Net Investment Income$1,332NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,332DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPERSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE THEODORE J. AND JANICE F. SMITH FAMILY FOUNDATION HEREBY ELECTS TO APPLY CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME TO UNDISTRIBUTED INCOME OF PRIOR YEARS.SIGNED: _____________________________________________NAME AND TITLE: _________________________________________________ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORGAN STANLEY SMITH BARNEY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$205,262BookValueAmt
EOYFMV$461,399EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$4,333Amt
Net Investment Income$4,333NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$0
EXCISE TAX$600$0$0

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