MARTIN V AND MARTHA K SMITH FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN V AND MARTHA K SMITH FOUNDATION (EIN 77-0048451)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-12
- IRS object ID
- 201102289349301275
- Schema version
- 2009v1.7
- 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 | 2011-08-12T18:13:23-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-10-01 | 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 | 1317 DEL NORTE ROAD No 150 | AddressLine1 |
| City | CAMARILLO | City |
| State | CA | State |
| ZIP Code | 93010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACY CANNON | Name |
| Title | CHAIR | Title |
| Phone | 8059880196 | Phone |
| Date Signed | 2011-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059629175 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STACY CANNON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1317 DEL NORTE ROAD No 150 | AddressLine1 |
| City | CAMARILLO | City |
| State | CA | State |
| ZIP Code | 93010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4090027 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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 Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -521772 | InvestmentIncomePriorYear |
| Investment Income Current Year | 358463 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -521772 | TotalRevenuePriorYear |
| Total Revenue Current Year | 358463 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 494500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 743500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 195900 | OtherExpensePriorYear |
| Other Expenses Current Year | 169725 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 690400 | TotalExpensesPriorYear |
| Total Expenses Current Year | 913225 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1212172 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -554762 | RevenuesLessExpensesCY |
| Total Assets BOY | 12503672 | TotalAssetsBOY |
| Total Assets EOY | 12603748 | TotalAssetsEOY |
| Total Liabilities BOY | 3190270 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2897008 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9313402 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9706740 | 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 | 788500 | Expense |
| Grants | 743500 | Grants |
| Description | GRANTS ARE AWARDED TO IMPROVE THE HUMAN CONDITION AND TO STRENGHTEN THE COMMUNITY OF VENTURA COUNTY. | Description |
| Total Program Service Expense | 788500 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 |
| 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 |
| 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 | 1317 DEL NORTE ROAD SUITE 150 | AddressLine1 |
| City | CAMARILLO | City |
| State | CA | State |
| ZIP Code | 93010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 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 | |
| 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 | 194581 | TotalRevenueColumn |
| Exclusion | $194,581 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3895446 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3731564 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 163882 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 163882 | TotalRevenueColumn |
| Exclusion | $163,882 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 358463 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $358,463 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743500 | Total |
| Program Services | 743500 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30 | Total |
| Management And General | 30 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| INVESTMENT FEES | 94695 | 94695 | |
| MANAGEMENT FEES | 75000 | 30000 | 45000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 913225 | Total |
| Program Services | 788500 | ProgramServices |
| Management And General | 124725 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134315 | BOY |
| EOY | 42524 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213079 | BOY |
| EOY | 377708 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8251380 | BOY |
| EOY | 8781782 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3904898 | BOY |
| EOY | 3401734 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12503672 | BOY |
| EOY | 12603748 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23603 | BOY |
| EOY | 5341 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3166667 | BOY |
| EOY | 2891667 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3190270 | BOY |
| EOY | 2897008 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9313402 | BOY |
| EOY | 9706740 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9313402 | BOY |
| EOY | 9706740 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12503672 | BOY |
| EOY | 12603748 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 3401734 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3401734 | TotalOfBookValueSecurities |
| Total Revenue | 358463 | TotalRevenue |
| Total Expenses | 913225 | TotalExpenses |
| Excess Or Deficit For Year | -554762 | ExcessOrDeficitForYear |
| Other | $948,100 | OtherAmount |
| Total Adjustments | 948100 | TotalAdjustments |
| Excess Or Deficit Per FS | 393338 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1306563 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 948100 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 948100 | RevenueNotRptdF990 |
| Revenue Subtotal | 358463 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 358463 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 913225 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 913225 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 913225 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | 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, 2010, the Foundation had no uncertain tax positions requiring accrual. |
| Part XI, Line 8 - Other Adjustments: | INCREASE IN FAIR MARKET VALUE OF INVESTMENTS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Boy Scouts of America Ventura County Council | |||||||
| 509 Daily Drive | Camarillo | CA | 93010 | 221576300 | 501(C)3 | 10000 | Comm/Nghbrhd Dev |
| Boys & Girls Club of Greater Oxnard & Port Hueneme | |||||||
| 1900 W 5th Street | Oxnard | CA | 93035 | 951785162 | 501(C)3 | 50000 | Recreation |
| California State University Channel Islands Foundation | |||||||
| One University Drive | Camarillo | CA | 93012 | 770433230 | 501(C)3 | 50000 | Community Colleg |
| Camarillo Hospice | |||||||
| 400 Rosewood Ave Ste 102 | Camarillo | CA | 93010 | 953347061 | 501(C)3 | 5000 | Senior Svcs |
| CAREGIVERS | |||||||
| 1765 Goodyear Ave Ste 205 | Ventura | CA | 93003 | 770081692 | 501(C)3 | 25000 | Senior Svcs |
| City of Oxnard | |||||||
| 300 W Third St 4th Floor | Oxnard | CA | 93030 | 956000756 | Unit of governement | 75000 | Comm/Nghbrhd Dev |
| City of Oxnard | |||||||
| 300 W Third St 4th Floor | Oxnard | CA | 93030 | 956000756 | Unit of governement | 90000 | Comm/Nghbrhd Dev |
| El Concilio Family Services | |||||||
| 301 South C Street | Oxnard | CA | 930305916 | 953792795 | 501(C)3 | 50000 | Human Svcs |
| FOOD Share Inc | |||||||
| 4156 Southbank Road | Oxnard | CA | 93036 | 770018162 | 501(C)3 | 80000 | Food Banks |
| Gull Wings Children's Museum | |||||||
| 418 West 4th Street | Oxnard | CA | 93030 | 770159175 | 501(C)3 | 5000 | Prmry/Secndry Ed |
| Laubach Literacy of Ventura County | |||||||
| PO Box 5185 | Oxnard | CA | 930315185 | 770030194 | 501(C)3 | 3500 | Adult/Vocational |
| Museum of Ventura County | |||||||
| 100 E Main Street | Ventura | CA | 93001 | 951942930 | 501(C)3 | 40000 | Hist Assoc/Museu |
| Salvation Army-Oxnard | |||||||
| PO Box 752 | Oxnard | CA | 93032 | 941156347 | 501(C)3 | 40000 | Health Care Svcs |
| Turning Point Foundation | |||||||
| PO Box 24397 | Ventura | CA | 93002 | 770213467 | 501(C)3 | 75000 | Housing |
| United Way of Ventura County | |||||||
| 1317 Del Norte Road Suite 100 | Camarillo | CA | 93010 | 951945833 | 501(C)3 | 35000 | Human Svcs |
| Ventura College Foundation | |||||||
| 4667 Telegraph Road | Ventura | CA | 93003 | 770037747 | 501(C)3 | 50000 | Outside Scholarship Prog Support |
| Ventura County Medical Resource Foundation | |||||||
| 2323 Knoll Drive Suite 313 | Ventura | CA | 93003 | 956096141 | 501(C)3 | 35000 | Health Care Svcs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | 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 (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | MARJORIE TEGLAND, VICKIE POZZI AND CINDI DALEY ARE SISTERS AND STACY CANNON IS THEIR NIECE. |
| 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, President and the Governing Board. 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 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 | 1317 DEL NORTE ROAD | AddressLine1 |
| City | CAMARILLO | City |
| State | CA | State |
| ZIP Code | 93010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770165029 | EIN |
| Primary Activities | PROVIDE OPERATING SUPPORT FOR NONPROFITS AND GRANTMAKING 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) |
|---|---|---|
| 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 | Q | TransactionType |
| Amount Involved | 75000 | AmountInvolved |
Comments