SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: SMITH FAMILY FOUNDATION INC (EIN 35-2015637)
Tax period: 2013-04-01 to 2014-03-31
Filed: 2014-07-15
IRS object ID: 201421979349100702
Schema version: 2013v3.0
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
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Professional Fees Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-07-15T12:26:02-05:00	ReturnTs
Tax Period End	2014-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	611210177	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MATHER & CO CPAS LLC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	9100 SHELBYVILLE ROAD SUITE 200	AddressLine1
City	LOUISVILLE	City
State	KY	State
ZIP Code	40222	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	352015637	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SMITH FAMILY FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	SMIT	BusinessNameControlTxt
Phone	3178435678	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11711 NORTH MERIDIAN STREET NO 600	AddressLine1
City	CARMEL	City
State	IN	State
ZIP Code	460324534	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFREY H THOMASSON	PersonNm
Person Title	DIRECTOR, SECRETARY & TREASURER	PersonTitleTxt
Phone	3178055044	PhoneNum
Signature	2014-07-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICIA D WICKE	PreparerPersonNm
PTIN	P01060441	PTIN
Phone	5024290800	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,023,476	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$2,825	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$9,012	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$9,012	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$23,329	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$250,282	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$23,329	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$35,166	TotalRevAndExpnssAmt
Total Net Invst Incm	$32,341	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,825	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,825	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$10,272	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$10,272	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,097	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$13,097	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$254,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$254,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$267,097	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$13,097	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$254,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$231,931	ExcessRevenueOverExpensesAmt
Net Investment Income	$19,244	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$52,396	CashBOYAmt
Cash EOY	$32,417	CashEOYAmt
Cash EOYFMV	$32,417	CashEOYFMVAmt
Other Investments BOY	$6,918,782	OtherInvestmentsBOYAmt
Other Investments EOY	$6,706,830	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,991,059	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$6,971,178	TotalAssetsBOYAmt
Total Assets EOY	$6,739,247	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,023,476	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$6,971,178	RetainedEarningBOYAmt
Retained Earning EOY	$6,739,247	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,971,178	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,739,247	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,971,178	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,739,247	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,971,178	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$231,931	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$6,739,247	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$6,739,247	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	D	$100,246	$99,386	$860	$860
PUBLICLY TRADED SECURITIES	D	$144,324	$127,567	$16,757	$16,757
CAPITAL GAINS DIVIDENDS	P	$5,712		$5,712	$5,712

Field	Value	IRS element (for citing)
Capital Gain Net Income	$23,329	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$154,922	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,211,116	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.036789	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$60,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,408,332	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.042604	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$102,745	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,155,874	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.088889	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$12,900	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,038,644	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.012420	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$13,700	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$936,411	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.014630	DistributionYr5Rt
Total Distribution	0.195332	TotalDistributionRt
Average Distribution	0.039066	AverageDistributionRt
Net Vl Noncharitable Assets	$5,918,714	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$231,220	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$192	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$231,412	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$254,000	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$192	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$192	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$192	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,691	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,691	TotalPaymentsAndCreditsAmt
Overpayment	$1,499	OverpaymentAmt
Applied To ES Tax	$1,499	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	IN	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	PATRICIA D WICKE	IndividualWithBooksNm
Phone	5024290800	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	9100 SHELBYVILLE RD SUITE 200	AddressLine1
City	LOUISVILLE	City
State	KY	State
ZIP Code	40222	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LONNIE M SMITH
14363 CHESTER AVENUE	SARATOGA	CA	950705624	DIRECTOR/PRESIDENT	2.00	$0	$0	$0
CHERYL D SMITH
14363 CHESTER AVENUE	SARATOGA	CA	950705624	DIRECTOR/VICE-PRESIDENT	2.00	$0	$0	$0
JEFFREY H THOMASSON
PO BOX 80238	INDIANAPOLIS	IN	462800238	DIRECTOR/SECRETARY & TREAS	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,965,595	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$43,252	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,008,847	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$6,008,847	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$90,133	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,918,714	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$295,936	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$295,936	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$192	TaxBasedOnInvestmentIncomeAmt
Total Tax	$192	TotalTaxAmt
Distributable Before Adj	$295,744	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$295,744	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$295,744	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$254,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$254,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$192	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$253,808	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$295,744	DistributableAsAdjustedAmt
Undistributed Income PY	$7,443	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$254,000	QualifyingDistributionsAmt
Applied To Year1	$7,443	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$246,557	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$49,187	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LONNIE M SMITH	ContributingManagerNm
Contributing Manager	CHERYL D SMITH	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JEFFREY H THOMASSON CFP CO THE TRUS	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 80238	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	462800238	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone	3178055000	RecipientPhoneNum
Form And Info And Materials	IN WRITING	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN RED CROSS
2025 E STREET NW	WASHINGTON	DC	20006	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$20,000
EMBRACE
201 SPEAR STREET STE 1100	SAN FRANCISCO	CA	94105	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$20,000
KHAN ACADEMY
PO BOX 1630	MOUNTAIN VIEW	CA	94042	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$100,000
OPERATION SMILE
5435 TIDEWATER DRIVE	NORFOLK	VA	23509	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$10,000
PROJECT ALS
3960 BROADWAY STE 420	NEW YORK	NY	10032	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$25,000
RISING STAR OUTREACH
483 EAST 100 SOUTH	PROVO	UT	846064748	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$10,000
SAVE THE CHILDREN
54 WILTON ROAD	WESTPORT	CT	06880	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$25,000
RURAL ALLIANCE FOR THE ARTS
PO BOX 307	BATESVILLE	IN	47006	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$1,000
TEACH FOR AMERICA
315 WEST 36TH STREET 7TH FLOOR	NEW YORK	NY	10018	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$10,000
UTAH STATE UNIVERSITY
1400 OLD MAIN HILL	LOGAN	UT	843221400	UNRELATED	PUBLIC UNIVERSITY	GENERAL SCHOLARSHIP FUND	$20,000
ALS THERAPY DEVELOPMENT INSTITUTE
300 TECHNOLOGY SQUARE SUITE 400	CAMBRIDGE	MA	02139	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$10,000
SECOND HARVEST FOOD BANK
PO BOX 1240	SAN JOSE	CA	951081240	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$1,000
CHARITY WATER
200 VARICK ST SUITE 201	NEW YORK	NY	10014	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$1,000
SUNNYVALE COMMUNITY SERVICES
725 KIFER ROAD	SUNNYVALE	CA	94086	UNRELATED	PUBLIC CHARITY	GENERAL SUPPORT OF CHARITY	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$254,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9,012	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,712	ExclusionAmt
Related Or Exempt Function Incm	$17,617	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$14,724	ExclusionAmt
Related Or Exempt Function Incm	$17,617	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$32,341	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
8	THE SALES PROCEEDS OF SECURITIES PRODUCING THE CAPITAL GAIN/LOSS WERE UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN.
4	THE GROSS DIVIDEND INCOME IS UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX RETURN PREPARATION FEES	CategoryTxt
Amt	$2,825	Amt
Net Investment Income	$2,825	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
SECURITIES HELD BY THE TRUST COMPANY OF OXFORD	AT COST	$0	$0
SECURITIES HELD BY FIDELITY INVESTMENTS	AT COST	$6,706,830	$5,991,059

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISOR FEES	CategoryTxt
Amt	$10,272	Amt
Net Investment Income	$10,272	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode
LONNIE M SMITH
14363 CHESTER AVENUE	SARATOGA	CA	950705624
CHERYL D SMITH
14363 CHESTER AVENUE	SARATOGA	CA	950705624

SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2013

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Form 990-PF IRS990PF

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Substantial Contributor Detail SubstantialContributorDetail (2 entries)

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