BETA

SMITH FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SMITH FAMILY FOUNDATION INC (EIN 35-2015637)
Tax period
2025-04-01 to 2026-03-31
Filed
2026-08-06
IRS object ID
202602189349100725
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-06T15:16:57-05:00ReturnTs
Tax Period End2026-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611210177PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATHER & CO CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19100 SHELBYVILLE ROAD SUITE 200AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352015637EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SMITH FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt
Phone3178435678PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111711 NORTH MERIDIAN STREET 600AddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP460324534ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY H THOMASSON CFPPersonNm
Person TitleDIRECTOR, SECRETARY & TREASUREPersonTitleTxt
Phone3178055044PhoneNum
Signature2026-07-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA D WICKE CPAPreparerPersonNm
PTINP01060441PTIN
Phone5024290800PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$108,988,184FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,062,959ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,669InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,669InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$470,061DividendsRevAndExpnssAmt
Dividends Net Invst Incm$470,061DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,573,741NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,248,500GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,130,697CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,119,430TotalRevAndExpnssAmt
Total Net Invst Incm$5,613,427TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,365AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,365AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$69,265OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$69,265OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$221,623TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$296,253TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$74,630TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,270,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,270,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,566,253TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$74,630TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,270,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,553,177ExcessRevenueOverExpensesAmt
Net Investment Income$5,538,797NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,612,841CashBOYAmt
Cash EOY$23,340CashEOYAmt
Cash EOYFMV$23,340CashEOYFMVAmt
Other Investments BOY$36,103,358OtherInvestmentsBOYAmt
Other Investments EOY$48,246,036OtherInvestmentsEOYAmt
Other Investments EOYFMV$108,964,844OtherInvestmentsEOYFMVAmt
Total Assets BOY$43,716,199TotalAssetsBOYAmt
Total Assets EOY$48,269,376TotalAssetsEOYAmt
Total Assets EOYFMV$108,988,184TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$43,716,199RetainedEarningBOYAmt
Retained Earning EOY$48,269,376RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$43,716,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$48,269,376TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$43,716,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$48,269,376TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$43,716,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,553,177ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$48,269,376SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$48,269,376TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AQR EQUITY MARKET NEUTRAL FD CL - 3,601.3050 SHS2025-11-10$43,900$36,300$7,600$7,600
BAILLIE GIFFORD EMNERG MKTS - 142.0350 SHS2025-10-10$3,690$2,287$1,403$1,403
GMO OPPORTUNISTIC INCOME FUND - 1,134.9900 SHS2025-09-19$27,751$28,405-$654-$654
GOLDMAN SACHS PARTNERS INTL - 66.0790 SHS2025-10-10$1,500$905$595$595
KOPERNIK GLOBAL ALL CAP FUND INSTL - 294.8110 SHS2025-10-10$5,000$4,726$274$274
PZENA EMERGING MARKETS FOCUSED VAL INST - 92.1660 SHS2025-10-10$1,390$568$822$822
PZENA INTERNATIONAL SMALL CAP VALUE FDI - 121.0290 SHS2025-10-10$1,590$1,332$258$258
VANGUARD 500 INDEX ADMIRAL - 50.3410 SHS2025-10-10$31,290$9,664$21,626$21,626
WILLIAM BLAIR INTERNATIONAL GROWTH - 1,289.0500 SHS2025-11-03$41,456$32,516$8,940$8,940
INTUITIVE SURGICAL INC - 10000.000 SHS2025-04-30$5,090,933$1,100$5,089,833$5,089,833
FieldValueIRS element (for citing)
Capital Gain Net Income$5,130,697CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$76,989InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$76,989SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$76,989TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$132,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$132,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$55,011OverpaymentAmt
Applied To ES Tax$55,011AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPATRICIA D WICKEIndividualWithBooksNm
Phone5024290800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19100 SHELBYVILLE RD SUITE 200AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LONNIE M SMITH
14363 CHESTER AVENUESARATOGACA950705624DIRECTOR/PRESIDENT2.00$0$0$0
CHERYL D SMITH
14363 CHESTER AVENUESARATOGACA950705624DIRECTOR/VICE-PRESIDENT2.00$0$0$0
JEFFREY H THOMASSON
PO BOX 80238INDIANAPOLISIN462800238DIRECTOR/SECRETARY & TREAS2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$120,901,006AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$985,653AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$121,886,659TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$121,886,659AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,828,300CashDeemedCharitableAmt
Net Vl Noncharitable Assets$120,058,359NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,002,918MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,002,918MinimumInvestmentReturnAmt
Tax Based On Investment Income$76,989TaxBasedOnInvestmentIncomeAmt
Total Tax$76,989TotalTaxAmt
Distributable Before Adj$5,925,929DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,925,929DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,925,929DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,270,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,270,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,925,929DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$247,076ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$169,373ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$178,839ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$595,288TotalExcessDistributionCyovAmt
Qualifying Distributions$6,270,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,925,929AppliedToCurrentYearAmt
Remaining Distri From Corpus$344,071RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$939,359TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$939,359ExcessDistriCyovToNextYrAmt
Excess From Year3$247,076ExcessFromYear3Amt
Excess From Year2$169,373ExcessFromYear2Amt
Excess From Year1$178,839ExcessFromYear1Amt
Excess From Current Year$344,071ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLONNIE M SMITHContributingManagerNm
Contributing ManagerCHERYL D SMITHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY H THOMASSON CFP CO THE TRUSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 80238AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462800238ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3178055000RecipientPhoneNum
Form And Info And MaterialsIN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY FOR CREATING ENTERPRISE
PO BOX 299LEHIUT84043UNRELATEDNCGENERAL SUPPORT OF CHARITY$80,000
ACLU FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET STE 609NEW YORKNY10036UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
BRIGHAM YOUNG UNIVERSITY-IDAHO
525 SOUTH CENTER STREETREXBURGID83460UNRELATEDNCGENERAL SUPPORT OF CHARITY$450,000
BYU PATHWAY WORLDWIDE
3 TRIAD CENTER STE 500 1125SALT LAKE CITYUT84180UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
AFRICAN LIBRARY PROJECT
19 MANTUA RDMOUNT ROYALNJ08061UNRELATEDNCGENERAL SUPPORT OF CHARITY$5,000
CATHOLIC RELIEF SERVICES
228 WEST LEXINGTON STREETBALTIMOREMD21201UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
CHILDREN'S HOSPITAL COLORADO FOUNDATION
PO BOX 5585DENVERCO80217UNRELATEDNCGENERAL SUPPORT OF CHARITY$75,000
CLAYTON CHRISTENSEN INSTITUTE
92 HAYDEN AVELEXINGTONMA02421UNRELATEDNCGENERAL SUPPORT OF CHARITY$25,000
ADVOCATES FOR IMMIGRANTS IN DETENTION NORTHWEST
2367 TACOMA AVE STACOMAWA98402UNRELATEDNCGENERAL SUPPORT OF CHARITY$15,000
CURE ALZHEIMER'S FUND
34 WASHINGTON STREET SUITE 200WELLESLEY HILLSMA02481UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
CY-FAIR HELPING HANDS
9606 KIRKTON DRHOUSTONTX77095UNRELATEDNCGENERAL SUPPORT OF CHARITY$40,000
DONORSCHOOSEORG
134 WEST 37TH STREET-11FLNEW YORKNY10018UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
EPILEPSY FOUNDATION
8301 PROFESSIONAL PLACE WEST SUITELANDOVERMD20785UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000230
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104UNRELATEDNCGENERAL SUPPORT OF CHARITY$120,000
ALS THERAPY DEVELOPMENT INSTITUTE
480 ARSENAL ST STE 201WATERTOWNMA02472UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
FLORENCE IMMIGRATION & REFUGEE RIGHTS PROJECT
PO BOX 86299FLORENCEAZ85754UNRELATEDNCGENERAL SUPPORT OF CHARITY$335,000
BOYS AND GIRLS COUNTRY OF HOUSTON
18806 ROBERTS RDHOCKLEYTX77447UNRELATEDNCGENERAL SUPPORT OF CHARITY$40,000
FRESH LIFELINES FOR YOUTHSOBRATO CENTER FOR NONPROFITS
568 VALLEY WAYMILPITASCA95035UNRELATEDNCGENERAL SUPPORT OF CHARITY$125,000
IMMIGRANT LAW CENTER OF MINNESOTA
450 SYNDICATE ST N 200ST PAULMN55104UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
NATIONAL ASSOCIATION OF FREE & CHARITABLE CLINICS
1800 DIAGONAL RD STE 600ALEXANDRIAVA22314UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847UNRELATEDNCGENERAL SUPPORT OF CHARITY$370,000
ISSAQUAH FOOD & CLOTHING BANK
179 1ST AVE SEISSAQUAHWA98027UNRELATEDNCGENERAL SUPPORT OF CHARITY$30,000
ISSAQUAH SCHOOLS FOUNDATION
PO BOX 835ISSAQUAHWA98027UNRELATEDNCGENERAL SUPPORT OF CHARITY$6,000
JEWISH FAMILY SERVICES OF SILICON VALLEY
14855 OKA ROAD SUITE 202LOS GATOSCA95032UNRELATEDNCGENERAL SUPPORT OF CHARITY$85,000
KAHN ACADEMY
PO BOX 1630MOUNTAIN VIEWCA94042UNRELATEDNCGENERAL SUPPORT OF CHARITY$500,000
KIDS' MEALS HOUSTON
330 GARDEN OAKSHOUSTONTX77018UNRELATEDNCGENERAL SUPPORT OF CHARITY$40,000
KIDVANTAGE
PO BOX 172ISSAQUAHWA98027UNRELATEDNCGENERAL SUPPORT OF CHARITY$10,000
KUOW PUGET SOUND PUBLIC RADIO
4518 UNIVERISTY WAY NESEATTLEWA89105UNRELATEDNCGENERAL SUPPORT OF CHARITY$6,000
LDS PHILANTHROPIES
940 SWKTPROVOUT84602UNRELATEDNCGENERAL SUPPORT OF CHARITY$800,000
LUTHERAN FAMILY SERVICES
1035 OSAGE ST STE 700DENVERCO80218UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
MAMMA'S HANDS
PO BOX 1262ISSAQUAHWA98027UNRELATEDNCGENERAL SUPPORT OF CHARITY$10,000
MARY'S PLACE
1830 9TH AVENUESEATTLEWA98101UNRELATEDNCGENERAL SUPPORT OF CHARITY$25,000
MERCY SHIPS
PO BOX 1930GARDEN VALLEYTX757711930UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
MICHAEL J FOX FOUNDATION PARKINSON'S
PO BOX 5014HAGERSTOWNMD217415014UNRELATEDNCGENERAL SUPPORT OF CHARITY$25,000
MONTEREY BAY AQUARIUM
886 CANNERY ROWMONTEREYCA93940UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
MOTHERS WITHOUT BORDERS
125 E MAIN ST 402AMERICAN FORKUT84003UNRELATEDNCGENERAL SUPPORT OF CHARITY$25,000
NATIONAL PARK FOUNDATION
1201 EYE STREET NW SUITE 550BWASHINGTON DCDC20005UNRELATEDNCGENERAL SUPPORT OF CHARITY$10,000
NO SCRIPT NONPROFIT
17120 HOUSE HAHL RDCYPRUSTX77443UNRELATEDNCGENERAL SUPPORT OF CHARITY$20,000
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104UNRELATEDNCGENERAL SUPPORT OF CHARITY$40,000
PRISM
1220 ZANE AVE NGOLDEN VALLEYMN55422UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
OPERATION SMILE
3641 FACULTY BLVDNORFOLKVA23509UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
PARKINSON'S FOUNDATION
200 SE 1ST STREET SUITE 800MIAMIFL33131UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
PEACE HOUSE
1960 SIDEWINDER DRIVE SUITE 208PARK CITYUT84060UNRELATEDNCGENERAL SUPPORT OF CHARITY$40,000
PROPUBLICA
155 AVENUE OF THE AMERICAS 13THNEW YORKNY10013UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000FLOOR
RAICES
1305 N FLORES STREETSAN ANTONIOTX78212UNRELATEDNCGENERAL SUPPORT OF CHARITY$260,000
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
SANTA MARIA URBAN MINISTRY
778 S ALMADEN AVESAN JOSECA95110UNRELATEDNCGENERAL SUPPORT OF CHARITY$65,000
SAVE THE CHILDREN
500 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
SECOND HARVEST FOOD BANK
PO BOX 1240SAN JOSECA951081240UNRELATEDNCGENERAL SUPPORT OF CHARITY$165,000
SHOES FOR AFRICA
PO BOX 3142NEW YORKNY10008UNRELATEDNCGENERAL SUPPORT OF CHARITY$90,000
SLEEP IN HEAVENLY PEACE
PO BOX 2905PHOENIXAZ85062UNRELATEDNCGENERAL SUPPORT OF CHARITY$40,000
ST JOHN VIANNEY CENTER
427 S PENNSYLVANIA AVENORTH WHALESPA19454UNRELATEDNCGENERAL SUPPORT OF CHARITY$15,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
STUDENTS RISING ABOVE
PO BOX 192492SAN FRANCISCOCA941192492UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
THE GEMMA PROJECT
4100 REDWOOD RD STE 20A BOX 224OAKLANDCA94619UNRELATEDNCGENERAL SUPPORT OF CHARITY$10,000
THE TECH MUSEUM OF INNOVATION
201 MARKET STSAN JOSECA95113UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
THEIR STORY IS OUR STORY
PO BOX 970771OREMUT84097UNRELATEDNCGENERAL SUPPORT OF CHARITY$67,000
UNIVERSITY OF UTAH COLLEGE OF NURSING
10 SOUTH 2000 EASTSALT LAKE CITYUT841125880UNRELATEDNCGENERAL SCHOLARSHIP FUND$100,000
UTAH STATE UNIVERSITY
4100 OLD MAIN HILLLOGANUT843221400UNRELATEDNCGENERAL SCHOLARSHIP FUND$100,000
VILLAGE THEATRE
303 FRONT ST NISSAQUAHWA98027UNRELATEDNCGENERAL SUPPORT OF CHARITY$6,000
WARREN VILLAGE
1323 GILPIN STREETDENVERCO802182552UNRELATEDNCGENERAL SUPPORT OF CHARITY$75,000
WILFORD WOODRUFF PAPERS FOUNDATION
24025 WEST CENTENNIAL STCEDAR HILLSUT84062UNRELATEDNCGENERAL SUPPORT OF CHARITY$25,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001UNRELATEDNCGENERAL SUPPORT OF CHARITY$20,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS RD STE 201CALABASASCA91302UNRELATEDNCGENERAL SUPPORT OF CHARITY$50,000
THE HUMBLE VILLAGE
4900 PARK DRCARLSBADCA92008UNRELATEDNCGENERAL SUPPORT OF CHARITY$100,000
WORLD LINK PARTNERS
2516 E KEDDINGTON LNHOLLADAYUT84117UNRELATEDNCGENERAL SUPPORT OF CHARITY$10,000
ONE LOVE FOUNDATION
PO BOX 69589BALTIMOREMD21264UNRELATEDNCGENERAL SUPPORT OF CHARITY$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,270,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,669ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$470,061ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,573,741RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$482,730ExclusionAmt
Related Or Exempt Function Incm$4,573,741RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,056,471TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8THE SALES PROCEEDS OF SECURITIES PRODUCING THE CAPITAL GAIN/LOSS WERE UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN.
4THE GROSS DIVIDEND INCOME IS UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLONNIE M SMITH AND CHERYL D SMITHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line114363 CHESTER AVENUEAddressLine1Txt
CitySARATOGACityNm
State AbbreviationCAStateAbbreviationCd
ZIP950705624ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,062,959TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property10,836 SHS INTUITIVE SURGICAL STOCKNoncashPropertyDesc
Fair Market Value$6,062,959FairMarketValueAmt
Received2025-12-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATION FEESCategoryTxt
Amt$5,365Amt
Net Investment Income$5,365NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSECURITIES HELD BY FIDELITY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$48,246,036BookValueAmt
EOYFMV$108,964,844EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$69,265Amt
Net Investment Income$69,265NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
LONNIE M SMITH
14363 CHESTER AVENUESARATOGACA950705624
CHERYL D SMITH
14363 CHESTER AVENUESARATOGACA950705624

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$221,623Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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