THE THEODORE J AND JANICE F SMITH: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE THEODORE J AND JANICE F SMITH (EIN 33-0833879)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201643199349101424
Schema version
2015v2.1
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)
Return2016-11-14T12:00:42-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN WORKING CPAPreparerPersonNm
PTINP00892285PTIN
Phone9499102727PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$416,052FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,341ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,615DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,615DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,486NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,382GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,486CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,442TotalRevAndExpnssAmt
Total Net Invst Incm$14,101TotalNetInvstIncmAmt
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$4,547AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,274AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,273AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,763OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,865OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,085OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$995TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,305TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,139TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,358TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,305TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,139TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,358TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,863ExcessRevenueOverExpensesAmt
Net Investment Income$5,962NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$105,401CashBOYAmt
Cash EOY$75,390CashEOYAmt
Cash EOYFMV$75,390CashEOYFMVAmt
Other Investments BOY$206,597OtherInvestmentsBOYAmt
Other Investments EOY$183,745OtherInvestmentsEOYAmt
Other Investments EOYFMV$340,662OtherInvestmentsEOYFMVAmt
Total Assets BOY$311,998TotalAssetsBOYAmt
Total Assets EOY$259,135TotalAssetsEOYAmt
Total Assets EOYFMV$416,052TotalAssetsEOYFMVAmt
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$311,998RetainedEarningBOYAmt
Retained Earning EOY$259,135RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$311,998TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$259,135TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$311,998TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$259,135TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$311,998TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,863ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$259,135SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$259,135TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOOGLE INC CL CP2008-02-072015-05-04$31$14$17$17
LOCKHEED MARTINP2010-10-202015-12-29$11,037$3,494$7,543$7,543
NATIONAL OILWELL VARCO INCP2008-11-262015-12-30$6,772$5,251$1,521$1,521
RAYTHEON COP2008-01-082015-06-30$4,817$3,024$1,793$1,793
WELLS FARGO MUL TL-SECTOR INCP2007-11-082015-12-29$29,539$40,926-$11,387-$11,387
WESTERN UN COP2003-07-232015-06-30$3,560$3,187$373$373
CAPITAL GAINS DIVIDENDSP$2,626$2,626$2,626
FieldValueIRS element (for citing)
Capital Gain Net Income$2,486CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,613AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$472,227NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.088121DistributionYr1Rt
Adjusted Qlfy Distri Yr2$161,263AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$419,511NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.384407DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,433AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$361,461NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.114626DistributionYr3Rt
Adjusted Qlfy Distri Yr4$875AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$352,287NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.002484DistributionYr4Rt
Adjusted Qlfy Distri Yr5$875AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$324,414NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.002697DistributionYr5Rt
Total Distribution0.592335TotalDistributionRt
Average Distribution0.118467AverageDistributionRt
Net Vl Noncharitable Assets$440,552NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,191AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$60NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,251AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$62,358QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$60InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$60SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$60TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$60AppliedToEsTaxAmt
Total Payments And Credits$60TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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$356,865AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,396AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$447,261TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$447,261AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,709CashDeemedCharitableAmt
Net Vl Noncharitable Assets$440,552NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,028MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,028MinimumInvestmentReturnAmt
Tax Based On Investment Income$60TaxBasedOnInvestmentIncomeAmt
Total Tax$60TotalTaxAmt
Distributable Before Adj$21,968DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,968DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,968DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,358ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$62,358QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$60PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$62,298AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,968DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$135,437ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,950ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$154,387TotalExcessDistributionCyovAmt
Qualifying Distributions$62,358QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,968AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,390RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$194,777TotalCorpusAmt
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$194,777ExcessDistriCyovToNextYrAmt
Excess From Year2$135,437ExcessFromYear2Amt
Excess From Year1$18,950ExcessFromYear1Amt
Excess From Current Year$40,390ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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$20,000
SIERRA CLUB
2101 WEBSTER ST SUITE 1300OAKLANDCA94612NONE501(C)(3)GENERAL PUBLIC SUPPORT$5,000
SECOND HARVEST BANK OF OC
8014 MARINE WAYIRVINECA92618NONE501(C)(3)GENERAL PUBLIC SUPPORT$5,000
ONEOC
1901 E 4TH STREET SUITE 100SANTA ANACA92705NONE501(C)(3)GENERAL PUBLIC SUPPORT$3,000
UCI FOUNDATION
555 ALDRICH HALLIRVINECA92697NONE501(C)(3)GENERAL PUBLIC SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,000TotalGrantOrContriPdDurYrAmt
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$11,615ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,486ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,101ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,101TotalIncomeProducingActyAmt

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$4,547Amt
Net Investment Income$2,274NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,273DisbursementsCharitablePrpsAmt

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$183,745BookValueAmt
EOYFMV$340,662EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$3,593$3,780$0
LEGAL FEES$4,170$2,085$2,085

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$0
EXCISE TAX$960$0$0
RRF-1 FEES$25$0$0

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