SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SMITH FAMILY FOUNDATION INC (EIN 32-0637996)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202513179349101146
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T07:16:25-08:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	832255467	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KSM GROUP CPAS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3812 Quakerbridge Road	AddressLine1Txt
City	Hamilton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08619	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	320637996	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Smith Family Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SMIT	BusinessNameControlTxt
Phone	7323291500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3812 Quakerbridge Road 207	AddressLine1Txt
City	Hamilton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08619	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Donald V Smith	PersonNm
Person Title	President	PersonTitleTxt
Signature	2025-11-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Alfred J Pietrinferno III	PreparerPersonNm
PTIN	P01261716	PTIN
Phone	6098907499	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,091,282	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$12,508	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$12,508	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$12,508	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$180,039	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$180,039	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$180,039	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$136,090	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,085,683	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$136,090	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$12,873	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$93,885	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$93,885	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$93,885	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$422,522	TotalRevAndExpnssAmt
Total Net Invst Incm	$422,522	TotalNetInvstIncmAmt
Total Adj Net Incm	$299,305	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$5,999	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,999	AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$35,045	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$31,871	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$41,044	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$37,870	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$220,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$220,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$261,044	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$37,870	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$220,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$161,478	ExcessRevenueOverExpensesAmt
Net Investment Income	$384,652	NetInvestmentIncomeAmt
Adjusted Net Income	$299,305	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$25,722	CashBOYAmt
Cash EOY	$10,549	CashEOYAmt
Cash EOYFMV	$10,549	CashEOYFMVAmt
Other Investments BOY	$4,349,369	OtherInvestmentsBOYAmt
Other Investments EOY	$4,526,020	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,080,733	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$4,375,091	TotalAssetsBOYAmt
Total Assets EOY	$4,536,569	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,091,282	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$4,375,091	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$4,536,569	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,375,091	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,536,569	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,375,091	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,536,569	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,375,091	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$161,478	ExcessRevenueOverExpensesAmt
Subtotal	$4,536,569	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$4,536,569	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Charles Schwab Consulting	P	2024-01-01	2024-12-31	$96,880	$95,285	$1,595	$1,595
Charles Schwab Consulting	P	2001-01-01	2024-12-31	$775,618	$703,539	$72,079	$72,079
Charles Schwab Nuance	P	2024-01-01	2024-12-31	$61,767	$54,513	$7,254	$7,254
Charles Schwab Nuance	P	2001-01-01	2024-12-31	$43,691	$40,466	$3,225	$3,225
Charles Schwab SpyGlass	P	2024-01-01	2024-12-31	$22,364	$18,340	$4,024	$4,024
Charles Schwab SpyGlass	P	2001-01-01	2024-12-31	$60,612	$37,450	$23,162	$23,162
Capital Gain Dividends						$24,751

Field	Value	IRS element (for citing)
Capital Gain Net Income	$136,090	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$12,873	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,347	InvestmentIncomeExciseTaxAmt
Subtotal	$5,347	SubtotalAmt
Tax Based On Investment Income	$5,347	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$5,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$5,000	TotalPaymentsAndCreditsAmt
Tax Due	$347	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Donald V Smith	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7323291500	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3812 Quakerbridge Road Suite 207	AddressLine1Txt
City	Hamliton	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08619	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Donald V Smith
3812 Quakerbridge Road Ste 207	Hamilton	NJ	08619	President	8.00	$0
Maureen Smith
3812 Quakerbridge Road Ste 207	Hamilton	NJ	08619	Secretary	4.00	$0
Colleen Smith
3812 Quakerbridge Road Ste 207	Hamilton	NJ	08619	Vice President	4.00	$0
Meghan Harrison
3812 Quakerbridge Road Ste 207	Hamilton	NJ	08619	Vice President	4.00	$0
Brian Smith
3812 Quakerbridge Road Ste 207	Hamilton	NJ	08619	Treasurer	4.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,013,399	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,013,399	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$5,013,399	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$75,201	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,938,198	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$246,910	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$246,910	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,347	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,347	TotalTaxAmt
Distributable Before Adj	$241,563	DistributableBeforeAdjAmt
Distributable Before Ded	$241,563	DistributableBeforeDedAmt
Distributable As Adjusted	$241,563	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$220,000	ExpensesAndContributionsAmt
Qualifying Distributions	$220,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$241,563	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$10,475	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$4,503	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$9,864	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$7,446	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$32,288	TotalExcessDistributionCyovAmt
Qualifying Distributions	$220,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$220,000	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$21,563	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$21,563	ExcessDistributionCyovAppCYAmt
Total Corpus	$10,725	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$10,725	ExcessDistriCyovToNextYrAmt
Excess From Year2	$3,279	ExcessFromYear2Amt
Excess From Year1	$7,446	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Princeton Day School
650 Great Road	Princeton	NJ	08540	None	PC	For Charitable Purpose	$5,000
Greene Towne Montessori School
2121 Arch Street	Philadelphia	PA	19103	None	PC	For Charitable Purpose	$500
Community Foundation of NJ
PO Box 338	Morristown	NJ	07963	None	PC	For Charitable Purpose	$77,500
Institute for the Study of War
1400 16th Street NW Suite 515	Washington	DC	20036	None	PC	For Charitable Purpose	$15,000
Naval Academy Foundation
274 Wood Road	Annapolis	MD	21402	None	PC	For Charitable Purpose	$5,000
Trustees of the Lawrenceville Schoo
2500 Main St	Lawrenceville	NJ	08648	None	PC	For Charitable Purpose	$12,500
Bucknell University
One Dent Drive	Lewisburg	PA	17837	None	PC	For Charitable Purpose	$3,500
Villanova University
800 Lancaster Avenue	Villanova	PA	19085	None	PC	For Charitable Purpose	$2,500
Dartmouth College
207 Parkhurst Hall	Hanover	NH	03755	None	PC	For Charitable Purpose	$10,000
St Luke Catholic School
7005 Georgetown Pike	McLean	VA	22101	None	PC	For Charitable Purpose	$10,500
St Lukes Church
7001 Georgetown Pike	McLean	VA	22101	None	PC	For Charitable Purpose	$1,000
Princeton University
701 Carnegie Center Suite 442	Princeton	NJ	08540		PC	For Charitable Purpose	$5,000
Princeton Medical Center Foundation
5 Plainsboro Rd 365	Plainsboro Twp	NJ	08536	None	PC	For Charitable Purpose	$20,000
Princeton Rescue Squad
2 Mt Lucas Rd	Princeton	NJ	08540	None	PC	For Charitable Purpose	$2,000
Princeton Police Department
1 Valley Rd	Princeton	NJ	08540	None	PC	For Charitable Purpose	$2,000
Princeton Fire Department
363 Witherspoon St	Princeton	NJ	08540	None	PC	For Charitable Purpose	$2,000
Allan Margaret Keene Charitable Fd
801 S Olive Street Apt 1609	West Palm Beach	FL	33041	None	PC	For Charitable Purpose	$5,000
Victims of Communism Memorial Found
900 15th St NW	Washington	DC	20005	None	PC	For Charitable Purpose	$10,000
Haven Adoption and Family Services
328 East Ormandy Place	Ambler	PA	19002	None	PC	For Charitable Purpose	$5,000
Dolly Madison Preschool
1125 Saville Lane	McLean	VA	22101	None	PF	For Charitable Purpose	$2,000
Drexel Fund
PO Box 8215	Philadelphia	PA	19101	None	PF	For Charitable Purpose	$2,000
Brigantine Fire and Rescue
PO Box 97	Brigantine	NJ	08203	None	PF	For Charitable Purpose	$2,000
Beaumont HSA
575 Beaumont Road	Devon	PA	19333	None	PF	For Charitable Purpose	$5,000
The Notre Dame Fund
560 Sproul Road	Villanova	PA	19085	None	PF	For Charitable Purpose	$5,000
Trinity College
300 Summit Street	Hartford	CT	06106	None	PF	For Charitable Purpose	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$220,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$12,508	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$180,039	RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$93,885	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$136,090	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$422,522	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$422,522	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$5,999	Amt
Net Investment Income	$5,999	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	CS Investment Accounts	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$4,526,020	BookValueAmt
EOYFMV	$5,080,733	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Federal Taxes	$3,174
Foreign Taxes	$407	$407
Investment Exp K-1	$5,459	$5,459
Management Fees	$26,005	$26,005

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$93,885	RevenueAndExpensesPerBooksAmt
Net Investment Income	$93,885	NetInvestmentIncomeAmt
Adjusted Net Income	$93,885	AdjustedNetIncomeAmt

SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

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