SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SMITH FAMILY FOUNDATION INC (EIN 35-2015637)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-06-28
- IRS object ID
- 201841799349100604
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-28T11:30:16-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611210177 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHER & CO CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 SHELBYVILLE ROAD SUITE 200 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352015637 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMITH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIT | BusinessNameControlTxt |
| Phone | 3178435678 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11711 NORTH MERIDIAN STREET NO 600 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 460324534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY H THOMASSON | PersonNm |
| Person Title | DIRECTOR, SECRETARY & TREASURER | PersonTitleTxt |
| Phone | 3178055044 | PhoneNum |
| Signature | 2018-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA D WICKE CPA | PreparerPersonNm |
| PTIN | P01060441 | PTIN |
| Phone | 5024290800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $32,219,581 | 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 | $4,170,360 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $957,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,078,083 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $957,789 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $20,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $5,178,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,007,862 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,000 | TotalAdjNetIncmAmt |
| 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 |
| Legal Fees Rev And Expnss | $4,601 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,601 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,725 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,725 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,392,021 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,392,021 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,424,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,392,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,753,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $974,996 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $464,466 | CashBOYAmt |
| Cash EOY | $1,120,435 | CashEOYAmt |
| Cash EOYFMV | $1,120,435 | CashEOYFMVAmt |
| Other Investments BOY | $12,774,991 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,892,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,099,146 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,239,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,012,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,219,581 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,239,457 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,012,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,239,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,012,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,239,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,012,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,239,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,753,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,000 | OtherIncreasesAmt |
| Subtotal | $17,012,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,012,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| FIDELITY-1337 SHS JP MORGAN ALERIAN MLP INDEX | 2017-10-12 | $38,107 | $42,767 | -$4,660 | -$4,660 | |
| FIDELITY-2083 SHS OF INTUITIVE SURGICAL INC | 2017-08-17 | $2,009,623 | $1,077,527 | $932,096 | $932,096 | |
| CAPITAL GAINS DIVIDENDS | $30,353 | $30,353 | $30,353 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $957,789 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $830,763 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,968,007 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $566,031 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,369,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049785 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $427,911 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,928,020 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $253,808 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,918,714 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042882 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,922 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,211,116 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036789 | DistributionYr5Rt |
| Total Distribution | 0.240182 | TotalDistributionRt |
| Average Distribution | 0.048036 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,579,296 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $988,547 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,750 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $998,297 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,392,021 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $794 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $794 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,956 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | 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 | PATRICIA D WICKE | IndividualWithBooksNm |
| Phone | 5024290800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 SHELBYVILLE RD SUITE 200 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40222 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LONNIE M SMITH | ||||||||
| 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 | DIRECTOR/PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHERYL D SMITH | ||||||||
| 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 | DIRECTOR/VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| JEFFREY H THOMASSON | ||||||||
| PO BOX 80238 | INDIANAPOLIS | IN | 462800238 | DIRECTOR/SECRETARY & TREAS | 2.00 | $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 | $19,380,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,511,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,892,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,892,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,579,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,028,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,028,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,750 | TotalTaxAmt |
| Distributable Before Adj | $1,019,215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,039,215 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,039,215 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,392,021 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,392,021 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,750 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,382,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,039,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $13,314 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $13,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,392,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,039,215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $352,806 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $366,120 | 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 | $366,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,314 | ExcessFromYear3Amt |
| Excess From Current Year | $352,806 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LONNIE M SMITH | ContributingManagerNm |
| Contributing Manager | CHERYL D SMITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY H THOMASSON CFP CO THE TRUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80238 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462800238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3178055000 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTE | ||||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO-SCHOOL OF MEDICINE | ||||||||
| 513 PARMASSUS AVENUE RM S-224 BOX | SAN FRANCISCO | CA | 94143 | UNRELATED | PUBLIC UNIVERSITY | GENERAL SUPPORT OF UROLOGIC ONCOLOGY AND CARDIAC STEM CELLS PROGRAMS | $150,000 | 0410 |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $40,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| CHOICE HUMANITARIAN FOUNDATION | ||||||||
| 7879 SOUTH 1530 WEST SUITE 200 | WEST JORDAN | UT | 84088 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 | |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 WEST 37TH STREET-11FL | NEW YORK | NY | 10018 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,021 | |
| EASTSIDE BABY CORNER | ||||||||
| 1510 NW MAPLE PO BOX 712 | ISSAQUAH | WA | 98027 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $3,500 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | ||||||||
| 110 EAST 42ND STREET 16TH FLOOR | NEW YORK | NY | 10017 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $30,000 | |
| FRESH LIFELINES FOR YOUTHSOBRATO CENTER FOR NONPROFITS | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| HOSPICE OF THE VALLEY | ||||||||
| 4850 UNION AVENUE | SAN JOSE | CA | 95124 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $45,000 | |
| KHAN ACADEMY | ||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $250,000 | |
| KRYSTA'S KARING ANGELS | ||||||||
| 20503 SHADOW GRANGE COURT | CYPRESS | TX | 77433 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $4,000 | |
| LDS PHILANTHROPIES | ||||||||
| 940 SWKT | PROVO | UT | 84602 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF HUMANITARIAN FUND, FAMILY SEARCH AND PERPETURAL EDUCATION FUND | $165,000 | |
| LOUISE VAN METER ELEMENTARY SCHOOLVAN METER HOME & SCHOOL CLUB | ||||||||
| 16445 LOS GATOS BLVD | LOS GATOS | CA | 95032 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $3,000 | |
| MARY'S PLACE | ||||||||
| 1830 9TH AVENUE | SEATTLE | WA | 98101 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $3,500 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1201 EYE STREET NW SUITE 550B | WASHINGTON DC | DC | 20005 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $2,000 | |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BLVD | NORFOLK | VA | 23509 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| OPERATION UNDERGROUND RAILROAD | ||||||||
| 700 N VALLEY STREET STE B | ANAHEIM | CA | 92801 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $6,500 | |
| PEACE HOUSE | ||||||||
| 1960 SIDEWINDER DRIVE SUITE 208 | PARK CITY | UT | 84060 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| SANTO MARIA URBAN MINISTRY | ||||||||
| 778 S ALMADEN AVE | SAN JOSE | CA | 95110 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| SAVE THE CHILDREN | ||||||||
| 500 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| PO BOX 1240 | SAN JOSE | CA | 951081240 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $15,000 | |
| SECOND WIND FUND INC | ||||||||
| 13701 W JEWELL AVE 251 | LAKEWOOD | CO | 80228 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $2,500 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| STUDENTS RISING ABOVE | ||||||||
| PO BOX 29174 | SAN FRANCISCO | CA | 94129 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| THE BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $30,000 | |
| THE TECH MUSEUM OF INNOVATION | ||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| UNIVERSITY OF UTAH COLLEGE OF NURSING | ||||||||
| 10 SOUTH 2000 EAST | SALT LAKE CITY | UT | 841125880 | UNRELATED | PUBLIC UNIVERSITY | GENERAL SCHOLARSHIP FUND | $50,000 | |
| UTAH STATE UNIVERSITY | ||||||||
| 4100 OLD MAIN HILL | LOGAN | UT | 843221400 | UNRELATED | PUBLIC UNIVERSITY | GENERAL SCHOLARSHIP FUND | $30,000 | |
| WARREN VILLAGE | ||||||||
| 1323 GILPIN STREET | DENVER | CO | 802182552 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $7,500 | |
| MERCY SHIPS | ||||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $25,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVENUE THIRD FLOOW | BOSTON | MA | 02116 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $50,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 021141101 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| 150 E BUILDING BLVD | PROVO | UT | 84602 | UNRELATED | PUBLIC UNIVERSITY | SUPPORT OF ECONOMICS DEPARTMENT, SCHOOL OF FAMILY LIFE AND BYU TV CONTENT PROJECT | $35,000 | |
| BRIGHAM YOUNG UNIVERSITY-IDAHO | ||||||||
| 525 SOUTH CENTER STREET | REXBURG | ID | 83460 | UNRELATED | PUBLIC UNIVERSITY | SUPPORT OF PATHWAY PROGRAM | $50,000 | |
| JEWISH FAMILY & COMMUNITY SERVICES EAST BAY | ||||||||
| 2484 SHATTUCK AVE SUITE 210 | BERKELEY | CA | 94704 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF REFUGEES WELCOME FUND | $5,000 | |
| ISSAQUAH SCHOOLS FOUNDATION | ||||||||
| 4225 W LAKE SAMMAMISH PKWY SE | BELLEVUE | WA | 98008 | UNRELATED | PUBLIC CHARITY | SUPPORT OF STEM PROGRAM | $2,000 | |
| NATIONAL PUBLIC RADIO KUOW | ||||||||
| 220 MAIN STREET SUITE D | VENICE | CA | 90291 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $2,000 | |
| LOS GATOS EDUCATION FOUNDATION | ||||||||
| 15827 LOS GATOS BLVD STE A | LOS GATOS | CA | 95032 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $2,000 | |
| NORTHWEST IMMIGRANT RIGHTS PROJECT | ||||||||
| 615 2ND AVE STE 400 | SEATTLE | WA | 98104 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $9,000 | |
| AMIGOS OF HONDURAS | ||||||||
| 1310 WEST 233 NORTH STE 200 | CENTERVILLE | UT | 84014 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $4,000 | |
| NATIONAL FOUNDATION FOR TRANSPLANTS | ||||||||
| 5350 POPLAR AVENUE STE 850 | MEMPHIS | TN | 38119 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $3,000 | |
| WILDCAT MOUNTAIN ELEMENTARY PTO | ||||||||
| 6585 LIONSHEAD PKWY | LITTLETON | CO | 88124 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 | |
| STAR INSTITUTE | ||||||||
| 5420 S QUEBEC STREET STE 103 | GREENWOOD VILLAGE | CO | 80111 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $2,500 | |
| SHOES FOR AFRICA | ||||||||
| PO BOX 3142 | NEW YORK | NY | 10008 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,392,021 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,353 | ExclusionAmt |
| Related Or Exempt Function Incm | $927,436 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $927,436 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,007,862 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | THE SALES PROCEEDS OF SECURITIES PRODUCING THE CAPITAL GAIN/LOSS WERE UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN. |
| 4 | THE GROSS DIVIDEND INCOME IS UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN. |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONNIE M SMITH AND CHERYL D SMITH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14363 CHESTER AVENUE | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950705624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,170,360 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4000 SHS INTUITIVE SURGICAL INC STOCK | NoncashPropertyDesc |
| Fair Market Value | $4,170,360 | FairMarketValueAmt |
| Received | 2017-09-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,540 | Amt |
| Net Investment Income | $3,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES HELD BY FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,892,357 | BookValueAmt |
| EOYFMV | $31,099,146 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ORGANIZATIONAL PLANNING | CategoryTxt |
| Legal Fees | $4,601 | LegalFeesAmt |
| Net Investment Income | $4,601 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR RETURNED CONTRIBUTION | Desc |
| Amt | $20,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $24,725 | Amt |
| Net Investment Income | $24,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LONNIE M SMITH | |||
| 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 |
| CHERYL D SMITH | |||
| 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 |
Comments