THE THEODORE J AND JANICE F SMITH: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE THEODORE J AND JANICE F SMITH (EIN 33-0833879)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201511339349103266
Schema version
2014v5.0
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)
Return2015-05-13T18:30:35-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERYL J SCHAFFER CPA MSTPreparerPersonNm
PTINP00066920PTIN
Phone9499102727PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$478,468FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,170ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$25,843DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,843DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$66,342GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,771CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$54,784TotalRevAndExpnssAmt
Total Net Invst Incm$52,614TotalNetInvstIncmAmt
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$3,225AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,612AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,613AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,593OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,593OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$33TaxesRevAndExpnssAmt
Taxes Net Invst Incm$23TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,851TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,228TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,613TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,851TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,228TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,613TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,933ExcessRevenueOverExpensesAmt
Net Investment Income$47,386NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,037CashBOYAmt
Cash EOY$105,401CashEOYAmt
Cash EOYFMV$105,401CashEOYFMVAmt
Other Investments BOY$236,028OtherInvestmentsBOYAmt
Other Investments EOY$206,597OtherInvestmentsEOYAmt
Other Investments EOYFMV$373,067OtherInvestmentsEOYFMVAmt
Total Assets BOY$304,065TotalAssetsBOYAmt
Total Assets EOY$311,998TotalAssetsEOYAmt
Total Assets EOYFMV$478,468TotalAssetsEOYFMVAmt
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$304,065RetainedEarningBOYAmt
Retained Earning EOY$311,998RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$304,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$311,998TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$304,065TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$311,998TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$304,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,933ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$311,998SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$311,998TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EATON VANCE TAX ADVTGD GLBLP2008-11-262014-12-18$40,828$19,397$21,431$21,431
ENGILITY HOLDINGS INCP2007-03-282014-12-18$202$103$99$99
FRONTIER COMMUNICATIONS CORPP2010-01-262014-12-29$647$586$61$61
L-3 COMMUNICATIONS HOLDING INCP2007-03-282014-12-18$3,747$2,493$1,254$1,254
MACQUARIE GLOBAL INFR TOTP2008-06-262014-12-18$12,430$11,891$539$539
MACQUARIE GLOBAL INFR TOTP2008-10-142014-12-18$358$200$158$158
NORTEL NETWORKS CORP NEWP1974-06-032014-12-09$1$1,640-$1,639-$1,639
NOW INCP2007-01-312014-12-09$585$307$278$278
NOW INCP2008-11-262014-12-09$585$283$302$302
GABELLI GLB SML & MD CP VALP2014-06-242014-12-04$2,291$2,618-$327-$327
VERIZON COMMUNICATIONSP2014-02-212014-02-21$38$39-$1-$1
VODAFONR GROUP PLCP2012-04-162014-02-21$11$14-$3-$3
CAPITAL GAINS DIVIDENDSP$4,619$4,619$4,619
FieldValueIRS element (for citing)
Capital Gain Net Income$26,771CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$161,263AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$419,511NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.384407DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,433AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$361,461NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.114626DistributionYr2Rt
Adjusted Qlfy Distri Yr3$875AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$352,287NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.002484DistributionYr3Rt
Adjusted Qlfy Distri Yr4$875AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$324,414NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.002697DistributionYr4Rt
Adjusted Qlfy Distri Yr5$875AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$256,635NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.003410DistributionYr5Rt
Total Distribution0.507624TotalDistributionRt
Average Distribution0.101525AverageDistributionRt
Net Vl Noncharitable Assets$472,227NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$47,943AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$474NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,417AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,613QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$948InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$948SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$948TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$398EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$398TotalPaymentsAndCreditsAmt
Tax Due$550TaxDueAmt

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$392,699AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,719AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$479,418TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$479,418AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,191CashDeemedCharitableAmt
Net Vl Noncharitable Assets$472,227NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,611MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,611MinimumInvestmentReturnAmt
Tax Based On Investment Income$948TaxBasedOnInvestmentIncomeAmt
Total Tax$948TotalTaxAmt
Distributable Before Adj$22,663DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,663DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,663DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,613ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,613QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,613AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,663DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$135,437ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$135,437TotalExcessDistributionCyovAmt
Qualifying Distributions$41,613QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,663AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,950RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$154,387TotalCorpusAmt
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$154,387ExcessDistriCyovToNextYrAmt
Excess From Year1$135,437ExcessFromYear1Amt
Excess From Current Year$18,950ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 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$5,000
LA SEMILLA LEARNING CENTER
600 N MAIN STSANTA ANACA92701NONE501(C)(3)GENERAL PUBLIC SUPPORT$5,000
PACIFIC SYMPHONY
3631 S HARBOR BLVD STE 100SANTA ANACA92704NONE501(C)(3)GENERAL PUBLIC SUPPORT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt
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$25,843ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$52,614ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,614TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHEODORE J SMITHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1279 CRESCENT BAY DRIVEAddressLine1Txt
CityLAGUNA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,170TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,225Amt
Net Investment Income$1,612NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,613DisbursementsCharitablePrpsAmt

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$206,597BookValueAmt
EOYFMV$373,067EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$3,593Amt
Net Investment Income$3,593NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$0
FOREIGN TAX PAID$23$23$0

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