GEORGE AND SANDY SMART FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND SANDY SMART FAMILY FOUNDATION (EIN 31-1513622)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201241359349100794
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T10:27:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341341400 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 415 Group Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 Holiday Street NW Ste 100 | AddressLine1 |
| City | Canton | City |
| State | OH | State |
| ZIP Code | 44718 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311513622 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George & Sandy Smart Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 3304779180 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1754 Turnberry Circle NW | AddressLine1 |
| City | Canton | City |
| State | OH | State |
| ZIP Code | 44708 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G Smart President | Name |
| Title | President | Title |
| Phone | 3304779180 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Scott F Whetstone CPA | Name |
| PTIN | P00167127 | PTIN |
| Phone | 3304920094 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 556309 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4860 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4860 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10552 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10552 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7417 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 428985 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7417 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 22829 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22829 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 115 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1035 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3305 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3305 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 190 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 64 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 225 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 225 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4870 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3484 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1260 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 92500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 92500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 97370 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3484 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 93760 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -74541 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 19345 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 64452 | CashBOY |
| Cash EOY | 88717 | CashEOY |
| Cash EOYFMV | 88717 | CashEOYFMV |
| Investments Corp Stock BOY | 287366 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 293420 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 297440 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 200163 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 170303 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 170152 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 75000 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 626981 | TotalAssetsBOY |
| Total Assets EOY | 552440 | TotalAssetsEOY |
| Total Assets EOYFMV | 556309 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 893454 | CapitalStockBOY |
| Capital Stock EOY | 893454 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -266473 | RetainedEarningsBOY |
| Retained Earnings EOY | -341014 | RetainedEarningsEOY |
| Total Net Assets BOY | 626981 | TotalNetAssetsBOY |
| Total Net Assets EOY | 552440 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 626981 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 552440 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 626981 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -74541 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 552440 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 552440 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 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 |
|---|---|---|---|---|---|---|---|
| 500 shs - I-SHS US PREFERRED STOCK INDEX | P | 2010-07-29 | 2011-02-10 | 19581 | 19594 | -13 | -13 |
| 500 shs - DISH NETWORK CORPORATION | P | 2011-02-10 | 2011-03-22 | 11692 | 11658 | 34 | 34 |
| 400 shs - AT&T INCORPORATED | P | 2010-11-30 | 2011-04-20 | 12040 | 11153 | 887 | 887 |
| 2000 shs - ABERDEEN ASIA-PACIFIC | P | 2010-10-21 | 2011-04-20 | 14171 | 13807 | 364 | 364 |
| 50 shs - I-SHS BARC INTERM | P | 2010-10-15 | 2011-05-16 | 5431 | 5534 | -103 | -103 |
| 500 shs - ISHARES S&P INDEX FUND | P | 2011-04-20 | 2011-08-19 | 25606 | 29699 | -4093 | -4093 |
| 300 shs - BERKSHIRE HATHAWAY | P | 2011-02-10 | 2011-08-19 | 20577 | 25278 | -4701 | -4701 |
| 200 shs - ABBOTT LABORATORIES | P | 2011-10-20 | 2011-12-06 | 10863 | 10800 | 63 | 63 |
| 46.04 shs - NEWS CORP CLASS A | P | 2003-12-23 | 2011-02-10 | 772 | 668 | 104 | 104 |
| 492 shs - PFIZER, INC | P | 2009-10-16 | 2011-02-10 | 9317 | 8689 | 628 | 628 |
| 708 shs - NEWS CORP CLASS A | P | 2004-02-24 | 2011-02-10 | 11882 | 11478 | 404 | 404 |
| 108 shs - PFIZER, INC | P | 1997-07-09 | 2011-02-10 | 2045 | 3032 | -987 | -987 |
| 45.96 shs - NEWS CORP CLASS A | P | 2003-12-23 | 2011-02-11 | 771 | 667 | 104 | 104 |
| 50 shs - GEN'L ELECTRIC CAP CORP | P | 2004-03-09 | 2011-02-18 | 50000 | 50000 | 0 | 0 |
| 500 shs - GENERAL MILLS, INC | P | 2002-03-19 | 2011-02-22 | 18166 | 12254 | 5912 | 5912 |
| 300 shs - BANK OF NEW YORK MELLON CORP | P | 2006-09-22 | 2011-02-22 | 9372 | 11752 | -2380 | -2380 |
| 150 shs - ABBOTT LABORATORIES | P | 1999-08-17 | 2011-02-22 | 6970 | 5970 | 1000 | 1000 |
| 75 shs - ABBOTT LABORATORIES | P | 2004-02-24 | 2011-02-22 | 3486 | 3079 | 407 | 407 |
| 300 shs - MERCK & COMPANY, INC | P | 2001-10-11 | 2011-02-22 | 9804 | 19574 | -9770 | -9770 |
| 250 shs - MICROSOFT CORPORATION | P | 2004-09-07 | 2011-03-22 | 6339 | 6829 | -490 | -490 |
| 78 shs - JOHNSON & JOHNSON COMPANY | P | 2004-09-07 | 2011-03-22 | 4595 | 4256 | 339 | 339 |
| 122 shs - JOHNSON & JOHNSON COMPANY | P | 2001-02-01 | 2011-03-22 | 7186 | 5187 | 1999 | 1999 |
| 375 shs - INTEL CORPORATION | P | 2001-10-11 | 2011-03-22 | 7498 | 9222 | -1724 | -1724 |
| 125 shs - INTEL CORPORATION | P | 2000-11-02 | 2011-03-22 | 2498 | 6013 | -3515 | -3515 |
| 50 shs - JOHNSON & JOHNSON COMPANY | P | 2007-08-08 | 2011-03-22 | 2945 | 3110 | -165 | -165 |
| 500 shs - VODAFONE GROUP PLC | P | 2009-06-12 | 2011-04-20 | 14582 | 9488 | 5094 | 5094 |
| 400 shs - ENERPLUS CORPORATION | P | 2009-11-05 | 2011-04-20 | 12419 | 9102 | 3317 | 3317 |
| 400 shs - COMCAST CORPORATION | P | 2009-06-12 | 2011-05-18 | 9351 | 5399 | 3952 | 3952 |
| 200 shs - EMERSON ELECTRIC COMPANY | P | 2004-09-04 | 2011-05-18 | 10524 | 6327 | 4197 | 4197 |
| 75000 shs - DISCOVER BANK CD | P | 2008-11-19 | 2011-06-03 | 75000 | 75000 | 0 | 0 |
| 600 shs - COMCAST CORPORATION | P | 2009-06-12 | 2011-08-19 | 11895 | 8099 | 3796 | 3796 |
| 600 shs - FIDUCIARY/CLAYMORE MLP OPPORTUNITY | P | 2009-11-05 | 2011-08-19 | 11539 | 9934 | 1605 | 1605 |
| 400 shs - PUBLIC STORAGE PFD SERIES H | P | 2009-11-05 | 2011-11-28 | 10000 | 8916 | 1084 | 1084 |
| 532.24 shs - MATTHEWS ASIA DIVIDEND | P | 2011-12-09 | 2011-12-09 | 34 | 34 | 34 | |
| Capital Gains Dividends | P | 34 | 34 | 34 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7417 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 234552 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 764074 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.306976 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40970 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 796024 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051468 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 42724 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 882190 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048429 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 94155 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1025502 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.091814 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 142318 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1070245 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.132977 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.631664 | TotalDistributionRatio |
| Average Distribution Ratio | 0.126333 | AverageDistributionRatio |
| Net Noncharitable Assets | 585428 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 73959 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 193 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 74152 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 93760 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 193 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 193 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 193 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 263 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 263 | TotalCreditsAndPayments |
| Overpayment | 70 | Overpayment |
| Amount Credited To Next Year | 70 | 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 | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 | George M Smart | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3308022413 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1754 Turnberry Circle NW | AddressLine1 |
| City | Canton | City |
| State | OH | State |
| ZIP Code | 44708 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| George Smart | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | Pres & Treas | 0.00 | 0 | 0 | 0 |
| Sandy Smart | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP & Secy | 0.00 | 0 | 0 | 0 |
| Shelly Hinkle | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | 0 | 0 | 0 |
| Korey Hinkle | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | 0 | 0 | 0 |
| Stacy Hunt | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | 0 | 0 | 0 |
| Bruce Hunt | ||||||||
| 1754 Turnberry Circle NW | Canton | OH | 44708 | VP | 0.00 | 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 | 511174 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 83169 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 594343 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 594343 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8915 | CashDeemedCharitable |
| Net Noncharitable Assets | 585428 | NetNoncharitableAssets |
| Minimum Investment Return | 29271 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29271 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 193 | TaxBasedOnInvestmentIncome |
| Total Tax | 193 | TotalTax |
| Distributable Amount Before Adj | 29078 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29078 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29078 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 93760 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 93760 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 193 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 93567 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29078 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 78539 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 44432 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 1480 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 234735 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 359186 | TotalExcessDistriCarryover |
| Qualifying Distributions | 93760 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 93760 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 29078 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 29078 | ExcessDistriCyovAppliedCY |
| Total Corpus | 423868 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 49461 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 374407 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 44432 | ExcessFromYear4 |
| Excess From Year2 | 1480 | ExcessFromYear2 |
| Excess From Year1 | 234735 | ExcessFromYear1 |
| Excess From Current Year | 93760 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| Church of the Savior | |||||
| 120 Cleveland Ave SW | Canton | OH | 44702 | Oatmeal Ministry | $4,000 |
| Cups Cafe | |||||
| 126 N Court Street Unit C | Medina | OH | 44256 | Bibles and general support | $1,500 |
| Defiance College | |||||
| 701 North Clinton Street | Defiance | OH | 43512 | Athletic Center | $28,000 |
| House of Hope Ministries | |||||
| PO Box 452 | Green | OH | 44232 | General support | $11,000 |
| Pregnancy Support Center | |||||
| 4500 - 22nd Street NW | Canton | OH | 44708 | General support | $5,000 |
| Total Living Center | |||||
| 2221 Ninth St SW | Canton | OH | 44706 | General support | $5,000 |
| Young Life | |||||
| 305 Harrison Street Suite 1-C | Leesburg | VA | 20175 | General support | $1,000 |
| Lacrosse on 3 | |||||
| PO Box 2545 | North Canton | OH | 44720 | General Support | $3,000 |
| Otterbein United Methodist | |||||
| 6025 Shepler Church Ave SW | Navarre | OH | 44662 | Fairless Closet | $5,000 |
| Bay Presbyterian | |||||
| 25415 Lake Road | Bay Village | OH | 44145 | Building | $29,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 92500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,860 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,552 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,417 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $22,829 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22829 | TotalPartXVIA |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | Category |
| Amount | $1,150 | Amount |
| Net Investment Income | 115 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1035 | DisbursementsCharitablePrps |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION UNDER IRC REG. 53.4942(a)-3(d)(2):The George & Sandy Smart Family Foundation declares it is making an election under Regulation 53.4942(a)-3(d)(2) to vary the source rules on a qualifying distribution. The qualifying distributions of $29,078 for 2011 shall be made out of undistributed income of the designated prior taxable years as follows; and the remainder out of corpus:$29,078 the undistributed income of year 2006George M. Smart May 11, 2012_________________________________ ____________Signature Date | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Investments - Corporate Bonds | NameOfBond |
| EOY Book Value | 170303 | EOYBookValue |
| EOYFMV | 170152 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Investments - Corporate Stock | NameOfStock |
| EOY Book Value | 293420 | EOYBookValue |
| EOYFMV | 297440 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Certificates of Deposits | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 0 | BookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Ohio filing fees | 200 | 0 | 0 | 200 |
| Ohio Secretary of State filing | 25 | 0 | 0 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment | Category |
| Amount | $3,305 | Amount |
| Net Investment Income | 3305 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Federal | $126 | 0 | 0 | 0 |
| Foreign taxes | $64 | 64 | 0 | 0 |
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