FURP.ORG / PUBLIC DATA EXPLORER

SMITH FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SMITH FAMILY FOUNDATION (EIN 27-4396874)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-12
IRS object ID
201533169349100443
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)
Return2015-11-12T08:36:50-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Morris Sprague Groen & Neese CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1822 West Center AvenueAddressLine1Txt
CityVisaliaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP932916014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274396874EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15113 ALPINE PLACEAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD D SMITHPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEITH M SPRAGUE CPAPreparerPersonNm
PTINP00116360PTIN
Phone5596250320PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,664FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$78,800ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$78,800TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,708ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,708ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,708TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,708TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,908ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$123,572CashBOYAmt
Cash EOY$41,664CashEOYAmt
Cash EOYFMV$41,664CashEOYFMVAmt
Total Assets BOY$123,572TotalAssetsBOYAmt
Total Assets EOY$41,664TotalAssetsEOYAmt
Total Assets EOYFMV$41,664TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$123,572CapitalStockBOYAmt
Capital Stock EOY$41,664CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$123,572TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$123,572TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,572TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,908ExcessRevenueOverExpensesAmt
Subtotal$41,664SubtotalAmt
Tot Net Ast Or Fund Balances EOY$41,664TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THERESA HARTKE ANDERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7027327462PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15113 ALPINE PLACEAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89107ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
EDWARD D SMITH
9601 VERLAINE CTLAS VEGASNV89145Trustee2.00$0
SHAUNA H SMITH
9601 VERLAINE CTLAS VEGASNV89145Trustee2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PRIMARILY PROVIDES SCHOLARSHIP GRANTS TO STUDENTS.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,645AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$70,645TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$70,645AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,060CashDeemedCharitableAmt
Net Vl Noncharitable Assets$69,585NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,479MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,479MinimumInvestmentReturnAmt
Distributable Before Adj$3,479DistributableBeforeAdjAmt
Distributable Before Ded$3,479DistributableBeforeDedAmt
Distributable As Adjusted$3,479DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,708ExpensesAndContributionsAmt
Qualifying Distributions$160,708QualifyingDistributionsAmt
Adjusted Qualifying Distri$160,708AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,479DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$186,925ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$212,411ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$187,807ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$587,143TotalExcessDistributionCyovAmt
Qualifying Distributions$160,708QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,479AppliedToCurrentYearAmt
Remaining Distri From Corpus$157,229RemainingDistriFromCorpusAmt
Total Corpus$744,372TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$744,372ExcessDistriCyovToNextYrAmt
Excess From Year3$186,925ExcessFromYear3Amt
Excess From Year2$212,411ExcessFromYear2Amt
Excess From Year1$187,807ExcessFromYear1Amt
Excess From Current Year$157,229ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD D SMITHContributingManagerNm
Contributing ManagerSHAUNA H SMITHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID J LYONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111 QUIETWOOD LANEAddressLine1Txt
CitySANDYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84092ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8015230475RecipientPhoneNum
Form And Info And MaterialsLETTER SPECIFYING NATURE OF SCHOLARSHIP GRANT DESIRED AND REASONS JUSTIFYING IT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LATTER DAY TOURS
11230 TRIBIANILAS VEGASNV89138NONESCHOLARSHIP$50,000
UNIVERSAL GENEALOGY
275 EAST SOUTH TEMPLE SUITE 201SALT LAKE CITYUT84111NONESCHOLARSHIP$2,500
TOWN CENTER WARD
10817 ELK LAKE DRIVELAS VEGASNV89144NONESCHOLARSHIP$4,800
ERIC CORPUZ
416 NO SEVEN PEAKS BLVD 120PROVOUT84606NONESCHOLARSHIP$1,250
HUNTER CARREIRA
1704 ST GREGORY DRIVELAS VEGASNV89117NONESCHOLARSHIP$7,600
DREW LUDWIG
1340 FREEDOM BLVD APT 213PROVOUT84604NONESCHOLARSHIP$2,500
MATTHEW LISH
10701 BALSAM CREEK AVENUELAS VEGASNV89144NONESCHOLARSHIP$2,500
AUSTIN EELLS
1565 N UNIVERSITY AVENUE APT 106PROVOUT84604NONESCHOLARSHIP$5,000
CARLOS ARIAS BERMUNDEZ
68 NORTH 200 WESTHEBER CITYUT84032NONESCHOLARSHIP$5,000
TODD SWIFT
9537 VIRGINIA PINE CTLAS VEGASNV89123NONESCHOLARSHIP$12,000
KELAN LARKIN
330 N 12TH WEST 50REXBURGID83440NONESCHOLARSHIP$4,000
BRANDON WILKINSON
251 E 4TH SOUTHREXBURGID83440NONESCHOLARSHIP$6,000
JASMINE KASPAR
1130 EAST 450 NORTH STREET APR 77PROVOUT84606NONESCHOLARSHIP$5,000
BRANDON BIRD
4723 LOGAN ROCKLAS VEGASNV89129NONESCHOLARSHIP$5,000
YUNZIO CUI
530 EAST 600 NORTHPROVOUT84606NONESCHOLARSHIP$5,000
NATHAN KELLER
5424 ROSE HILLS STREETLAS VEGASNV89149NONESCHOLARSHIP$7,500
SARA HORN CLAWSON
18 EAST 900 NORTH PROVOPROVOUT84604NONESCHOLARSHIP$7,500
KALLI BUCKLEY WINDOUS
2067 SIERRA DRIVEELKONV89801NONESCHOLARSHIP$5,000
MORGON SYME
4827 SOUTH 3925 WESTROYUT84067NONESCHOLARSHIP$2,500
KATHERINE GORE
313 CHIPMAN HALLPROVOUT84604NONESCHOLARSHIP$2,500
ANNE EARLEY
616 BAYSVILLE COURTLAS VEGASNV89144NONESCHOLARSHIP$2,500
ANDREW LUDWIG
324 EAST 300 SOUTHPROVOUT84606NONESCHOLARSHIP$2,500
TEDDY HUNTSMAN
6512 WHEELBARROW PEAK DRIVELAS VEGASNV89108NONESCHOLARSHIP$1,300
HEIDI GIRVIN
138 RICHARDS HALLLOGANUT84321NONESCHOLARSHIP$2,500
VANESSA GONZALEZ-BECCERA
921 BISTRO BAYLAS VEGASNV89086NONESCHOLARSHIP$3,758
BRENT ATKINSON
74 SUNSET CIRCLEBROOKSIDEUT84782NONESCHOLARSHIP$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,708TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
EDWARD D AND SHAUNA H SMITH
19601 VERLAINE COURTLAS VEGASNV89145$62,000Yes (X)
BRANDON AND MEGAN SMITH
28150 CASSIAN COURTLAS VEGASNV89149$16,800Yes (X)

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE ATTORNEY GENERAL OF NEVADA DOES NOT ACCEPT FILINGS OF THE 990-PF.ExplanationTxt