SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SMITH FAMILY FOUNDATION INC (EIN 35-2015637)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2013-07-01
- IRS object ID
- 201331829349100353
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-01T11:25:34-05:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611210177 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATHER & CO CPAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352015637 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMITH FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SMIT | NameControl |
| Phone | 3178435678 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LONNIE M SMITH | Name |
| Title | DIRECTOR, SECRETARY & TREASURER | Title |
| Phone | 3178055044 | Phone |
| Date Signed | 2013-06-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA D WICKE | Name |
| PTIN | P01060441 | PTIN |
| Phone | 5024290800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6943503 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5870097 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 6127 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6127 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 238640 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 553212 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 517990 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6114864 | TotalRevenueAndExpenses |
| Total Net Investment Income | 524117 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2100 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7251 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7251 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 6000 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15361 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15351 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 160000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 160000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 175361 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15351 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 160010 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5939503 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 508766 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13087 | CashBOY |
| Cash EOY | 52396 | CashEOY |
| Cash EOYFMV | 52396 | CashEOYFMV |
| Investments Other BOY | 1018588 | InvestmentsOtherBOY |
| Investments Other EOY | 6918782 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6891107 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1031675 | TotalAssetsBOY |
| Total Assets EOY | 6971178 | TotalAssetsEOY |
| Total Assets EOYFMV | 6943503 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1031675 | RetainedEarningsBOY |
| Retained Earnings EOY | 6971178 | RetainedEarningsEOY |
| Total Net Assets BOY | 1031675 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6971178 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1031675 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6971178 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1031675 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5939503 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6971178 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6971178 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SALE 1000 SHS INTUITIVE SURGICAL | D | 2007-11-14 | 2012-12-06 | 525980 | 3022 | 522958 | 522958 |
| SALE OF 639.722 SHS PIMCO COMMODITY REAL | P | 2008-01-22 | 2012-05-23 | 4107 | 10837 | -6730 | -6730 |
| SALE OF 340.619 SHS COLUMBIA VALUE AND RESTRUCTURING | P | 2008-12-23 | 2012-07-11 | 15573 | 16583 | -1010 | -1010 |
| SALE OF 404.225 SHS ARTISAN SMALL CAP VALUE | P | 2008-12-23 | 2012-08-13 | 6080 | 4780 | 1300 | 1300 |
| CAPITAL GAINS DIVIDENDS | P | 1472 | 1472 | 1472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 517990 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 60000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1408332 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042604 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 102745 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1155874 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.088889 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 12900 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1038644 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.012420 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13700 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 936411 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.014630 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 502592 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000995 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.159538 | TotalDistributionRatio |
| Average Distribution Ratio | 0.031908 | AverageDistributionRatio |
| Net Noncharitable Assets | 4211116 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 134368 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5088 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 139456 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 160010 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 5088 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5088 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5088 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6779 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6779 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1691 | Overpayment |
| Amount Credited To Next Year | 1691 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PATRICIA D WICKE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5024290800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 40856 | INDIANAPOLIS | IN | 462400856 | DIRECTOR/SECRETARY & TREAS | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4211940 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 63305 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4275245 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4275245 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 64129 | CashDeemedCharitable |
| Net Noncharitable Assets | 4211116 | NetNoncharitableAssets |
| Minimum Investment Return | 210556 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 210556 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5088 | TaxBasedOnInvestmentIncome |
| Total Tax | 5088 | TotalTax |
| Distributable Amount Before Adj | 205468 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 205468 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 205468 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 160010 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 160010 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 5088 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 154922 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 205468 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 38015 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 38015 | TotalExcessDistriCarryover |
| Qualifying Distributions | 160010 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 160010 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 38015 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 38015 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 7443 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LONNIE M SMITH | ContributingManager |
| Contributing Manager | CHERYL D SMITH | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JEFFREY H THOMASSON CFP CO THE TRUS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40856 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3178055000 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $85,000 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $20,000 |
| PROJECT ALS | |||||||
| 3960 BROADWAY STE 420 | NEW YORK | NY | 10032 | 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 | $10,000 |
| OPERATION SMILE | |||||||
| 5435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $10,000 |
| RISING STAR OUTREACH | |||||||
| 483 EAST 100 SOUTH | PROVO | UT | 846064748 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT OF CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 160000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,127 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,472 | ExclusionAmount |
| Related Or Exempt Function Income | 237168 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,599 | ExclusionAmount |
| Related Or Exempt Function Income | 237168 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 244767 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | LONNIE M SMITH CHERYL D SMITH | 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 | 5867997 | X | |
| 2 | LONNIE M SMITH CHERYL D SMITH | 14363 CHESTER AVENUE | SARATOGA | CA | 950705624 | 2100 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 11000 SHS ISRG STOCK DONATED THROUGHOUT FISCAL YEAR 2012 | NoncashPropertyDescription |
| Fair Market Value | 5867997 | FairMarketValue |
| Date Received | 2012-05-09 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | Category |
| Amount | $2,100 | Amount |
| Net Investment Income | 2100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES HELD BY THE TRUST COMPANY OF OXFORD | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 6918782 | BookValue |
| EOYFMV | 6891107 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INDIANA ANNUAL LICENSE FEE | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | Category |
| Amount | $7,251 | Amount |
| Net Investment Income | 7251 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $6,000 | Amount |
| Net Investment Income | 6000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments