MARTIN V AND MARTHA K SMITH FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN V AND MARTHA K SMITH FOUNDATION (EIN 77-0048451)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2017-08-15
- IRS object ID
- 201712279349303746
- Schema version
- 2014v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T17:59:10-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770048451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN V AND MARTHA K SMITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 8059880196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MISSION OAKS BLVD SUITE A | AddressLine1Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGIE TEGLAND | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 8059880196 | PhoneNum |
| Signature | 2017-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RENEE ORDENEAUX | PreparerPersonNm |
| PTIN | P00733066 | PTIN |
| Phone | 3104784148 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | NICHOLAS JOSEPH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MISSION OAKS BLVD SUITE A | AddressLine1Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,741,933 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF VENTURA COUNTY, WITH A PREFERENCE FOR SERVING THE OXNARD PLAINS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,101,402 | PYInvestmentIncomeAmt |
| CY Investment Income | $587,254 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,101,402 | PYTotalRevenueAmt |
| CY Total Revenue | $587,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $436,991 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $505,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $115,334 | PYOtherExpensesAmt |
| CY Other Expenses | $99,668 | CYOtherExpensesAmt |
| PY Total Expenses | $552,325 | PYTotalExpensesAmt |
| CY Total Expenses | $604,668 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $549,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,414 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,137,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,188,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $123,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,013,696 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,132,511 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF VENTURA COUNTY, WITH A PREFERENCE FOR SERVING THE OXNARD PLAINS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $535,000 | ExpenseAmt |
| Grant | $505,000 | GrantAmt |
| Desc | GRANTS ARE AWARDED TO IMPROVE THE HUMAN CONDITION AND TO STRENGTHEN THE COMMUNITY OF VENTURA COMMUNITY. | Desc |
| Total Program Service Expenses | $535,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE GILLES CFO OF VENTURA COUNTY COMMUNITY FNDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059880196 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MISSION OAKS BLVD SUITE A | AddressLine1Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARJORIE TEGLAND | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STACY CANNON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VICKIE POZZI | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NICHOLAS JOSEPH | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY ERICKSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT B ENGLAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD L FAUSSET | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK E NEELY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG SHAW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,091 | TotalRevenueColumnAmt |
| Exclusion | $202,091 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,539,842 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,154,679 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $385,163 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $385,163 | TotalRevenueColumnAmt |
| Exclusion | $385,163 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $587,254 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,000 | TotalAmt |
| Program Services | $505,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160 | TotalAmt |
| Management And General | $160 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,043 | TotalAmt |
| Management And General | $47,043 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812 | TotalAmt |
| Management And General | $812 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOARD MEETING EXPENSES | Desc |
| Total | $1,653 | TotalAmt |
| Management And General | $1,653 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,668 | TotalAmt |
| Program Services | $535,000 | ProgramServicesAmt |
| Management And General | $69,668 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,646 | BOYAmt |
| EOY | $32,271 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,524 | BOYAmt |
| EOY | $97,012 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,046,238 | BOYAmt |
| EOY | $8,916,301 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,038 | BOYAmt |
| EOY | $1,143,177 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,137,446 | BOYAmt |
| EOY | $10,188,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,250 | BOYAmt |
| EOY | $6,250 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,500 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,750 | BOYAmt |
| EOY | $56,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,013,696 | BOYAmt |
| EOY | $10,132,511 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,013,696 | BOYAmt |
| EOY | $10,132,511 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,137,446 | BOYAmt |
| EOY | $10,188,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$17,414 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$863,771 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURA COUNTY COMMUNITY FOUNDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770165029 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $50,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $50,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT COMPANIES | Desc |
| Book Value | $1,143,177 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,143,177 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF VENTURA COUNTY | |||||||
| 913 E SANTA CLARA ST | VENTURA | CA | 930013068 | 952100846 | 501(C)(3) | $10,000 | TO SUPPORT GENERAL OPERATIONS FOR THE ASSISTANCE LEAGUE SCHOOL |
| BOYS & GIRLS CLUB OF GREATER OXNARD & PORT HUENEME | |||||||
| 1900 W 5TH STREET | OXNARD | CA | 93035 | 951785162 | 501(C)(3) | $75,000 | TO SUPPORT GENERAL OPERATIONS |
| CAMARILLO HOSPICE | |||||||
| 400 ROSEWOOD AVE STE 102 | CAMARILLO | CA | 93010 | 953347061 | 501(C)(3) | $10,000 | TO SUPPORT THE BEREAVMENT AND HOSPICE SERVICES |
| CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS FOUNDATION | |||||||
| ONE UNIVERSITY DRIVE | CAMARILLO | CA | 93012 | 770433230 | 501(C)(3) | $75,000 | TO SUPPORT THE INSTITUTE FOR GLOBAL ECONOMIC RESEARCH (IGER) |
| DRAGG INC | |||||||
| 5233 BUENA MESA ST | CAMARILLO | CA | 930125314 | 320260767 | 501(C)(3) | $25,000 | TO SUPPORT DRAGG TEAM CLASSROOM EXPANSION |
| FOOD SHARE INC | |||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | 770018162 | 501(C)(3) | $25,000 | TO SUPPORT GENERAL OPERATIONS |
| EL CENTRITO FAMILY LEARNING CENTERS | |||||||
| P O BOX 1613 | OXNARD | CA | 930321613 | 311652255 | 501(C)(3) | $20,000 | TO SUPPORT GENERAL OPERATIONS, SPECIFICALLY FOR THE PADRES PROMOTERES EDUCAT |
| HABITAT FOR HUMANITY OF VENTURA COUNTY | |||||||
| 121 S RICE AVENUE | OXNARD | CA | 93030 | 770120376 | 501(C)(3) | $10,000 | TO SUPPORT PRESERVE A HOME IN THE OXNARD AREA, LIMITED FOR VETERANS |
| MUSEUM OF VENTURA COUNTY | |||||||
| 100 E MAIN STREET | VENTURA | CA | 930012698 | 951942930 | 501(C)(3) | $75,000 | TO SUPPORT GENERAL OPERATIONS |
| OXNARD ELEMENTARY SCHOOL DISTRICT FOUNDATION | |||||||
| PO BOX 623 | OXNARD | CA | 93032 | 770027064 | 501(C)(3) | $20,000 | TO SUPPORT THE OXNARD MUSIC ARTS PROJECT EXPANSION |
| THE SALVATION ARMY -OXNARDPORT HUENEME | |||||||
| PO BOX 752 | OXNARD | CA | 93032 | 941156347 | 501(C)(3) | $40,000 | TO SUPPORT GENERAL OPERATIONS FOR THE OXNARD FREE DENTAL CLINIC |
| TURNING POINT FOUNDATION | |||||||
| PO BOX 24397 | VENTURA | CA | 93002 | 770213467 | 501(C)(3) | $25,000 | TO SUPPORT WOOLEY HOUSE SUPPORTED HOUSING |
| VENTURA COUNTY MARITIME MUSEUM | |||||||
| 3900 BLUEFIN CIRCLE | OXNARD | CA | 93035 | 770251663 | 501(C)(3) | $20,000 | TO SUPPORT EVERY FIFTH GRADER ON THE WATER - CHANNEL ISLANDS MARINE FLOATING |
| VENTURA COUNTY MILITARY COLLABORATIVE | |||||||
| 4001 MISSION OAKS BLVD STE O | CAMARILLO | CA | 93012 | 465128125 | 501(C)(3) | $50,000 | TO SUPPORT THE VENTURA SUPERIOR COURT VETERANS TREATMENT COURT LIAISON |
| SMITH FAMILY FOUNDATION SCHOLARSHIP FOR EMANCIPATED YOUTH HELD AT VCCF | |||||||
| 4001 MISSION OAKS BLVD NO 4 | CAMARILLO | CA | 93012 | 770165029 | 501(C)(3) | $25,000 | TO SUPPORT SCHOLARSHIPS FOR EMANCIPATED YOUTHS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE REQUIRED TO SUBMIT, ON AN ANNUAL BASIS OR UPON COMPLETION OF A SPECIFIC BENCHMARK, A NARRATIVE REPORT AND DETAILED ACCOUNTING OF THE PROGRESS TO DATE. THESE REPORTS ARE REVIEWED BY THE FOUNDATION'S STAFF AND PROBLEMS ARE FOLLOWED UP WITH REQUEST FOR ADDITIONAL INFORMATION, SITE VISITS AS DEEMED NECESSARY, ADDITION OF GRANTEE TO LIST OF "CAUTION AGENCIES" FOR FUTURE CONSIDERATIONS AND POTENTIAL RESCINDING OF GRANT AS APPROVED BY GRANT COMMITTEE AND THE FOUNDATION'S BOARD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, BOX B: REASONS FOR AMENDING THE FORM 990 | FORM 990, ITEM B: THIS TAX RETURN IS BEING AMENDED TO REFLECT ACCURATE FINANCIAL INFORMATION AFTER THE ORIGINAL TAX RETURN WAS FILED. THE FOLLOWING ADJUSTMENTS WERE MADE. PART I - SUMMARY LINE 13: GRANTS AND SIMILAR AMOUNTS PAID INCREASED BY $25,000 LINE 17: OTHER EXPENSES DECREASED BY $25,000 PART III - STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS LINE 4A: EXPENSES INCREASED BY $25,000 LINE 4A: GRANTS INCREASED BY $25,000 PART IX - STATEMENT OF FUNCTIONAL EXPENSES: LINE 1: GRANTS AND OTHER ASSITANCE TO DOMESTIC ORGANIZATIONS INCREASED BY $25,000 LINE 11C: FEES FOR SERVICES: ACCOUNTING DECREASED BY $1,653 LINE 13: OFFICE EXPENSES INCREASED BY $812 LINE 19: CONFERENCES, CONVENTIONS, AND MEETINGS DECREASED BY $812 LINE 24A: MISCELLANEOUS EXPENSES DECREASED BY $25,000 LINE 24A: BOARD MEETING EXPENSES INCREASED BY $1,653 SCHEDULE I - GRANTS AND OTHER ASSITANCE TO ORGANIZATIONS, GOVERNMENTS, AND INDIVIDUALS IN THE U.S. LINE 1(A): SMITH FAMILY FOUNDATION SCHOLARSHIP FOR EMANCIPATED YOUTH HELD AT VCCF W/ ADDRESS WAS ADDED LINE 1(B): EIN OF "77-0165029" WAS ADDED FOR NEW GRANT RECIPIENT LINE 1(C): IRC SECTION "501(C)(3)" WAS ADDED FOR NEW GRANT RECIPIENT LINE 1(D): AMOUNT OF CASH GRANTS INCREASED BY $505,000 LINE 1(E): AMOUNT OF NON-CASH ASSISTANCE DECREASED BY $480,000 LINE 1(H): PURPOSE OF GRANT / ASSISTANCE FOR NEW GRANT RECIPIENT WAS ADDED |
| FORM 990, PART VI, SECTION A, LINE 2 | MARJORIE TEGLAND AND VICKIE POZZI ARE SISTERS. STACY CANNON IS THEIR NIECE AND NICHOLAS JOSEPH IS THEIR NEPHEW. |
| FORM 990, PART VI, SECTION A, LINE 3 | SMITH FOUNDATION IS A SUPPORT ORGANIZATION OF THE VENTURA COUNTY COMMUNITY FOUNDATION. VENTURA COUNTY COMMUNITY FOUNDATION PROVIDES GRANTMAKING SERVICES, ACCOUNTING SERVICES AND MANAGEMENT OVERSIGHT FOR THE SMITH FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PROVIDED VIA EMAIL TO AND REVIEWED BY THE CFO AND CEO/PRESIDENT OF VENTURA COUNTY COMMUNITY FOUNDATION AND THE GOVERNING BOARD OF THE SMITH FOUNDATION. THE 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF SMITH FOUNDATION REVIEW AND SIGN THE CONFLICT OF INTERST POLICY ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 1023, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND ALL POLICIES CURRENTLY IN PLACE ARE AVAILABLE UPON REQUEST. THE 990 IS AVAILABLE UPON REQUEST AND IS PROVIDED VIA THE WEB ON GUIDESTAR. |
| FORM 990, PART XII, LINE 2C: | NO AUDIT HAS BEEN PERFORMED FOR THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURA COUNTY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MISSION OAKS BLVD SUITE A | AddressLine1Txt |
| City | CAMARILLO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770165029 | EIN |
| Primary Activities | PROVIDE OPERATING SUPPORT FOR NONPROFITS & GRANTS FOR LOCAL NEEDS | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURA COUNTY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURA COUNTY COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $50,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments