2011-08-12T18:13:23-05:00 2010-09-30 MCGOWAN GUNTERMANN 111 E VICTORIA ST 2ND FLOOR SANTA BARBARA CA 931012018 990 2009-10-01 770048451 MARTIN V & MARTHA K SMITH FOUNDATION MART 8059880196 1317 DEL NORTE ROAD No 150 CAMARILLO CA 93010 STACY CANNON 8059880196 2011-08-09 1 8059629175 2009 2016-02-24 21:20:13Z STACY CANNON 1317 DEL NORTE ROAD No 150 CAMARILLO CA 93010 4090027 0 X N/A X 1994 CA TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF VENTURA COUNTY, WITH A PREFERENCE FOR SERVING THE OXNARD PLAINS. 9 9 0 16 0 0 0 0 -521772 358463 0 -521772 358463 494500 743500 0 0 0 0 195900 169725 690400 913225 -1212172 -554762 12503672 12603748 3190270 2897008 9313402 9706740 TO ENHANCE THE QUALITY OF LIFE FOR THE RESIDENTS OF VENTURA COUNTY, WITH A PREFERENCE FOR SERVING THE OXNARD PLAINS. 0 0 788500 743500 GRANTS ARE AWARDED TO IMPROVE THE HUMAN CONDITION AND TO STRENGHTEN THE COMMUNITY OF VENTURA COUNTY. 788500 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 9 9 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X HUGH J RALSTON PRES - VCCF 8059880196 1317 DEL NORTE ROAD SUITE 150 CAMARILLO CA 93010 X MARJORIE TEGLAND 1.00 X X 0 0 0 CINDI DALEY 1.00 X X 0 0 0 VICKIE POZZI 1.00 X X 0 0 0 GARY ERICKSON 1.00 X 0 0 0 KATE MCLEAN 1.00 X 0 0 0 RICHARD C SHIPLEY 1.00 X 0 0 0 ALAN M TEAGUE 1.00 X 0 0 0 STACY CANNON 1.00 X X 0 0 0 JACK NEELY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 194581 194581 3895446 3731564 163882 163882 163882 358463 0 0 358463 743500 743500 30 30 INVESTMENT FEES 94695 94695 MANAGEMENT FEES 75000 45000 30000 913225 788500 124725 0 134315 42524 213079 377708 8251380 8781782 3904898 3401734 12503672 12603748 23603 5341 3166667 2891667 3190270 2897008 X 9313402 9706740 9313402 9706740 12503672 12603748 X 0 1 1 X 0 X X 0 0 0 VENTURA COUNTY COMMUNITY FOUNDATION 770165029 11A 1 1 1 75000 1 75000 0 INVESTMENT COMPANIES 3401734 F 3401734 358463 913225 -554762 948100 948100 393338 1306563 948100 948100 358463 0 358463 913225 0 913225 0 913225 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 1 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 15 2 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. 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. VENTURA COUNTY COMMUNITY FOUNDATION 1317 DEL NORTE ROAD CAMARILLO CA 93010 770165029 PROVIDE OPERATING SUPPORT FOR NONPROFITS AND GRANTMAKING FOR LOCAL NEEDS. CA 501(C)(3) 170(B)(1)(A)(VI) VENTURA COUNTY COMMUNITY FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 VENTURA COUNTY COMMUNITY FOUNDATION Q 75000