MARTIN V AND MARTHA K SMITH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN V AND MARTHA K SMITH FOUNDATION (EIN 77-0048451)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201332269349301488
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T10:57:48-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953680171 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGOWAN GUNTERMANN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E VICTORIA ST 2ND FLOOR | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931012018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770048451 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN V & MARTHA K SMITH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MART | NameControl |
| Phone | 8059880196 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MISSION OAKS BLVD SUITE A | AddressLine1 |
| City | CAMARILLO | City |
| State | CA | State |
| ZIP Code | 93012 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACY CANNON | Name |
| Title | CHAIR | Title |
| Phone | 8059880196 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISLEY N REED CPA | Name |
| PTIN | P00025230 | PTIN |
| Phone | 8059629175 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | STACY CANNON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MISSION OAKS BLVD SUITE A | AddressLine1 |
| City | CAMARILLO | City |
| State | CA | State |
| ZIP Code | 93012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5320465 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O.TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF VENTURA COUNTY, WITH A PREFERENCE FOR SERVING THE OXNARD PLAINS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 664970 | InvestmentIncomePriorYear |
| Investment Income Current Year | 281429 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 664970 | TotalRevenuePriorYear |
| Total Revenue Current Year | 281429 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 465500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 574100 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 137075 | OtherExpensePriorYear |
| Other Expenses Current Year | 144699 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 602575 | TotalExpensesPriorYear |
| Total Expenses Current Year | 718799 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 62395 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -437370 | RevenuesLessExpensesCY |
| Total Assets BOY | 10837574 | TotalAssetsBOY |
| Total Assets EOY | 10621094 | TotalAssetsEOY |
| Total Liabilities BOY | 1612713 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 859605 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9224861 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9761489 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF VENTURA COUNTY, WITH A PREFERENCE FOR SERVING THE OXNARD PLAINS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 619100 | Expense |
| Grants | 574100 | Grants |
| Description | GRANTS ARE AWARDED TO IMPROVE THE HUMAN CONDITION AND TO STRENGHTEN THE COMMUNITY OF VENTURA COUNTY. | Description |
| Total Program Service Expense | 619100 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGH J RALSTON PRES - VCCF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8059880196 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MISSION OAKS BLVD SUITE A | AddressLine1 |
| City | CAMARILLO | City |
| State | CA | State |
| ZIP Code | 93012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARJORIE TEGLAND | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| CINDI DALEY | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| VICKIE POZZI | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| GARY ERICKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATE MCLEAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD C SHIPLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALAN M TEAGUE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STACY CANNON | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| JACK NEELY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NICHOLAS JOSEPH | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT ENGLAND | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 181580 | TotalRevenueColumn |
| Exclusion | $181,580 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5138885 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5039036 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 99849 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99849 | TotalRevenueColumn |
| Exclusion | $99,849 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 281429 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $281,429 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574100 | Total |
| Program Services | 574100 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75000 | Total |
| Program Services | 45000 | ProgramServices |
| Management And General | 30000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105 | Total |
| Management And General | 105 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53387 | Total |
| Management And General | 53387 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16207 | Total |
| Management And General | 16207 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718799 | Total |
| Program Services | 619100 | ProgramServices |
| Management And General | 99699 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221644 | BOY |
| EOY | 76868 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 868691 | BOY |
| EOY | 597345 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7806384 | BOY |
| EOY | 8019081 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1940855 | BOY |
| EOY | 1927800 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10837574 | BOY |
| EOY | 10621094 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5713 | BOY |
| EOY | 6105 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1607000 | BOY |
| EOY | 853500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1612713 | BOY |
| EOY | 859605 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9224861 | BOY |
| EOY | 9761489 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9224861 | BOY |
| EOY | 9761489 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10837574 | BOY |
| EOY | 10621094 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -437370 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 973998 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURA COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770165029 | EIN |
| Type Of Organization | 11A | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $75,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 75000 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT COMPANIES | Description |
| Book Value | 1927800 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1927800 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FOUNDATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLE ESTIMABLE. AS OF SEPTEMBER 30, 2012, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE FOUNDATION FILES TAX RETURNS IN CALIFORNIA AND U.S. FEDERAL JURISDICTIONS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008 AND 2009, RESPECTIVELY. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF VENTURA COUNTY | |||||||
| 913 E SANTA CLARA ST | VENTURA | CA | 930013068 | 952100846 | 501(C)(3) | 20000 | HUMAN SERVICES |
| BIG BROTHERS & BIG SISTERS OF VENTURA COUNTY | |||||||
| 445 ROSEWOOD AVENUE SUITE Q | CAMARILLO | CA | 93010 | 203425568 | 501(C)(3) | 44100 | YOUTH DEVELOPMENT |
| BOY SCOUTS OF AMERICA VENTURA COUNTY COUNCIL | |||||||
| 509 DAILY DRIVE | CAMARILLO | CA | 93010 | 951716783 | 501(C)(3) | 15000 | YOUTH DEVELOPMENT |
| BOYS & GIRLS CLUB OF GREATER OXNARD & PORT HUENEME | |||||||
| 1900 W 5TH STREET | OXNARD | CA | 93035 | 951785162 | 501(C)(3) | 100000 | YOUTH DEVELOPMENT |
| CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS FOUNDATION | |||||||
| ONE UNIVERSITY DRIVE | CAMARILLO | CA | 93012 | 770433230 | 501(C)(3) | 100000 | COMMUNITY COLLEGE/UNIVERSITIES |
| CAMARILLO HOSPICE | |||||||
| 400 ROSEWOOD AVE STE 102 | CAMARILLO | CA | 93010 | 953347061 | 501(C)(3) | 5000 | HEALTH CARE SERVICES |
| DRAGG INC | |||||||
| 218 CALLE OROVISTA | CAMARILLO | CA | 93012 | 320260767 | 501(C)(3) | 35000 | YOUTH DEVELOPMENT |
| FOOD SHARE INC | |||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | 770018162 | 501(C)(3) | 50000 | FOOD BANKS |
| KIDS & FAMILIES TOGETHER | |||||||
| 856 E THOMPSON BLVD | VENTURA | CA | 930012918 | 311678238 | 501(C)(3) | 35000 | HOUSING |
| MUSEUM OF VENTURA COUNTY | |||||||
| 100 E MAIN STREET | VENTURA | CA | 93001 | 951942930 | 501(C)(3) | 100000 | HISTORICAL ASSOC./MUSEUMS |
| SALVATION ARMY-OXNARD | |||||||
| PO BOX 752 | OXNARD | CA | 93032 | 941156347 | 501(C)(3) | 40000 | HEALTH CARE SERVICES |
| TERRA MARINE RESEARCH AND EDUCATION INC | |||||||
| 665 TABOR LANE | SANTA BARBARA | CA | 93108 | 770125733 | 501(C)(3) | 20000 | HISTORICAL ASSOC./MUSEUMS |
| VENTURA COLLEGE FOUNDATION | |||||||
| 4667 TELEGRAPH ROAD | VENTURA | CA | 93003 | 770037747 | 501(C)(3) | 10000 | COMMUNITY COLLEGE/UNIVERSITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 13 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT, ON AN ANNUAL BASIS OR UPON COMPLETION OF A SPECIFIC BENCHMARK, A NARRATIVE REPORT AND DETAILED ACCOUNTING OF THE PROGRESS TO DATE. THESE REPORTS ARE REVIEWED BY THE FOUNDATION'S STAFF AND PROBLEMS ARE FOLLOWED UP WITH REQUEST FOR ADDITIONAL INFORMATION, SITE VISITS AS DEEMED NECESSARY, ADDITION OF GRANTEE TO LIST OF "CAUTION AGENCIES" FOR FUTURE CONSIDERATIONS AND POTENTIAL RESCINDING OF GRANT AS APPROVED BY GRANT COMMITTEE AND THE FOUNDATION'S BOARD. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARJORIE TEGLAND AND VICKIE POZZI ARE SISTERS, STACY CANNON IS THEIR NIECE AND NICHOLAS JOSEPH IS THEIR NEPHEW. | |
| FORM 990, PART VI, SECTION A, LINE 3 | SMITH FOUNDATION IS A SUPPORT ORGANIZATION OF THE VENTURA COUNTY COMMUNITY FOUNDATION. VENTURA COUNTY COMMUNITY FOUNDATION PROVIDES GRANTMAKING SERVICES, ACCOUNTING SERVICES AND MANAGEMENT OVERSIGHT FOR THE SMITH FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PROVIDED VIA EMAIL TO AND REVIEWED BY THE VICE PRESIDENT/CONTROLLER AND CEO/PRESIDENT OF VENTURA COUNTY COMMUNITY FOUNDATION AND THE GOVERNING BOARD OF THE SMITH FOUNDATION. THE 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF SMITH FOUNDATION REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 1023, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND ALL POLICIES CURRENTLY IN PLACE ARE AVAILABLE UPON REQUEST. THE 990 IS AVAILABLE UPON REQUEST AND IS PROVIDED VIA THE WEB ON GUIDESTAR. | |
| FORM 990, PART XI, LINE 5: | DECREASE IN FAIR MARKET VALUE OF INVESTMENTS 973,998. TOTAL TO FORM 990, PART XI, LINE 5: 973,998. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THERE HAVE BEEN NO CHANGES IN THE AUDIT PROCESS IN THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURA COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MISSION OAKS BLVD SUITE A | AddressLine1 |
| City | CAMARILLO | City |
| State | CA | State |
| ZIP Code | 93012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770165029 | EIN |
| Primary Activities | PROVIDE OPERATING SUPPORT FOR NONPROFITS & GRANTS FOR LOCAL NEEDS. | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURA COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VENTURA COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionType |
| Amount Involved | 75000 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
Comments