THE THEODORE J AND JANICE F SMITH: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE THEODORE J AND JANICE F SMITH (EIN 33-0833879)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-06
IRS object ID
201703109349100045
Schema version
2016v3.0
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)
Return2017-11-06T17:08:57-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-10-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN WORKING CPAPreparerPersonNm
PTINP00892285PTIN
Phone9499102727PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.147.13.46IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-25IPDt
IP Tm13:40:37IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF51B19B92BCF71682BB8A7E269D201C9F857DBE7AtSubmissionCreationDeviceId
At Submission Filing Device IdF51B19B92BCF71682BB8A7E269D201C9F857DBE7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$441,580FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,652DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,031DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,042NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,620GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,042CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,694TotalRevAndExpnssAmt
Total Net Invst Incm$17,073TotalNetInvstIncmAmt
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$3,795AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,898AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,897AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,461OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,461OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$150TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,406TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,359TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,897TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,406TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,359TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,897TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$712ExcessRevenueOverExpensesAmt
Net Investment Income$10,714NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$75,390CashBOYAmt
Cash EOY$59,795CashEOYAmt
Cash EOYFMV$59,795CashEOYFMVAmt
Other Investments BOY$183,745OtherInvestmentsBOYAmt
Other Investments EOY$198,628OtherInvestmentsEOYAmt
Other Investments EOYFMV$381,785OtherInvestmentsEOYFMVAmt
Total Assets BOY$259,135TotalAssetsBOYAmt
Total Assets EOY$258,423TotalAssetsEOYAmt
Total Assets EOYFMV$441,580TotalAssetsEOYFMVAmt
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$259,135RetainedEarningBOYAmt
Retained Earning EOY$258,423RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$259,135TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$258,423TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$259,135TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$258,423TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$259,135TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$712ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$258,423SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$258,423TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
0.333 SHARES INGEVITY CORPP2016-03-092016-05-13$8$7$1$1
4.8 SHARES ADVANSIX INCP2008-06-262016-11-23$89$31$58$58
170 SHARES AVON PRODUCTS INCP2008-06-262016-12-30$863$6,045-$5,182-$5,182
50 SHARES LOCKHEED MARTIN CORPP2010-10-202016-06-07$12,006$3,495$8,511$8,511
CAPITAL GAINS DIVIDENDSP$4,654$4,654$4,654
FieldValueIRS element (for citing)
Capital Gain Net Income$8,042CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$62,298AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$440,552NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.141409DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,613AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$472,227NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.088121DistributionYr2Rt
Adjusted Qlfy Distri Yr3$161,263AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$419,511NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.384407DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,433AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$361,461NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.114626DistributionYr4Rt
Adjusted Qlfy Distri Yr5$875AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$352,287NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.002484DistributionYr5Rt
Total Distribution0.731047TotalDistributionRt
Average Distribution0.146209AverageDistributionRt
Net Vl Noncharitable Assets$422,384NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$61,756AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$107NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61,863AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,897QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$214InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$214SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$214TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$600AppliedToEsTaxAmt
Total Payments And Credits$680TotalPaymentsAndCreditsAmt
Overpayment$466OverpaymentAmt
Applied To ES Tax$466AppliedToESTaxAmt
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$361,223AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,593AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$428,816TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$428,816AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,432CashDeemedCharitableAmt
Net Vl Noncharitable Assets$422,384NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,119MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,119MinimumInvestmentReturnAmt
Tax Based On Investment Income$214TaxBasedOnInvestmentIncomeAmt
Total Tax$214TotalTaxAmt
Distributable Before Adj$20,905DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,905DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,905DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,897ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$11,897QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,897AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,905DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$135,437ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,950ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$40,390ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$194,777TotalExcessDistributionCyovAmt
Qualifying Distributions$11,897QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,897AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$9,008ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,008ExcessDistributionCyovAppCYAmt
Total Corpus$185,769TotalCorpusAmt
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$185,769ExcessDistriCyovToNextYrAmt
Excess From Year3$126,429ExcessFromYear3Amt
Excess From Year2$18,950ExcessFromYear2Amt
Excess From Year1$40,390ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TRINITY UNITED PRESBYTERIAN CHURCHBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line113922 PROSPECT AVEAddressLine1Txt
CitySANTA ANACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92705ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PUBLIC SUPPORTGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt
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$9,652ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,042ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,694ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,694TotalIncomeProducingActyAmt

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$3,795Amt
Net Investment Income$1,898NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,897DisbursementsCharitablePrpsAmt

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$198,628BookValueAmt
EOYFMV$381,785EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$4,461Amt
Net Investment Income$4,461NetInvestmentIncomeAmt
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$140$0$0

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