2021-12-03T12:44:44-06:00 2020-12-31 941341042 FRANK RIMERMAN & CO LLP 60 S MARKET STREET SUITE 500 SAN JOSE CA 95113 990PF 2020-01-01 770524641 STEPHEN S SMITH AND PAULA K SMITH FAMILY FOUNDATION STEP 6508883611 321 MELVILLE AVENUE PALO ALTO CA 94301 STEPHEN S SMITH PRESIDENT 6508883611 2021-12-03 1 STEPHEN SMITH 999009999 SHELLEY CHEN P00529935 4082795566 2021-12-03 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1048477 X X 24450 24450 30316 24450 54766 10200 5100 10200 1384 692 1384 4766 4766 4766 1373 801 1373 10 5 10 17733 11364 17733 52450 52450 70183 11364 70183 -45733 43402 3567 3827 3827 28080 23929 23929 572212 568363 568363 419935 452358 452358 1023794 1048477 1048477 0 0 X 1023794 1048477 1023794 1048477 1023794 1048477 1023794 -45733 70416 1048477 0 1048477 REALIZED CAPITAL GAINS P 2020-01-01 2020-12-31 24389 24389 24389 CAPITAL GAIN DISTRIBUTIONS P 2020-01-01 2020-02-02 5927 5927 5927 30316 603 0 603 0 603 608 0 0 0 608 5 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A PAULA K 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TO SUPPORT THE COMMUNITY 250 AVENIDAS 450 BRYANT STREET PALO ALTO CA 94301 PC TO SUPPORT THE COMMUNITY 500 BAY AREA CANCER CONNECTION 2335 EL CAMINO REAL PALO ALTO CA 94306 PC TO SUPPORT HEALTHCARE 250 BAY AREA CANCER CONNECTION 2335 EL CAMINO REAL PALO ALTO CA 94306 PC TO SUPPORT HEALTHCARE 250 BOOMER ISIASON FOUNDATION PO BOX 28819 NEW YORK NY 10087 PC TO SUPPORT HEALTHCARE 500 BRENNAN CENTER FOR JUSTICE 120 BROADWAY SUITE 1750 NEW YORK NY 10271 PC TO SUPPORT HUMAN RIGHTS 1000 CALIFORNIA STATE PARKS 33 NEW MONTGOMERY STREET SUITE 520 SAN FRANCISCO CA 94105 PC TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS 500 CARING BRIDGE PO BOX 6032 ALBERTLEA MN 56007 PC TO SUPPORT HEALTHCARE 250 CATHOLIC CHARITIES OF SAN JOSE 2625 ZANKER ROAD SAN JOSE CA 95134 PC TO SUPPORT THE COMMUNITY 1000 CENTER FOR HUMANE TECHNOLOGY 77 VAN NESS AVENUE 101-1601 SAN FRANCISCO CA 94102 PC TO SUPPORT THE COMMUNITY 1000 ECUMENICAL HUNGER PROGRAM 2411 PULGAS AVENUE EAST PALO ALTO CA 94303 PC TO SUPPORT THE COMMUNITY 1000 EDWARDS CENTER PO BOX 6269 ALOHA OR 97007 PC TO SUPPORT THE COMMUNITY 1000 ENVIRONMENAL VOLUNTEERS 1210 HOMESTEAD ROAD SANTA CLARA CA 95050 PC TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS 250 EVERYTOWN FOR GUN SAFETY ACTION FUND PO BOX 3886 NEW YORK NY 10163 PC TO SUPPORT THE COMMUNITY 1000 EVERYTOWN FOR GUN SAFETY SUPPORT FUND PO BOX 3886 NEW YORK NY 10163 PC TO SUPPORT THE COMMUNITY 1000 FACING HISTORY PO BOX 470749 BROOKLINE MA 02447 PC TO SUPPORT THE EDUCATION SYSTEM 1000 FACING HISTORY AND OURSELVES PO BOX 470749 BROOKLINE MA 02447 PC TO SUPPORT THE EDUCATION SYSTEM 1000 FIRST GRADUATE 2973 16TH ST SUITE 400 SAN FRANCISCO CA 94103 PC TO SUPPORT THE EDUCATION SYSTEM 1000 FISHER CENTER FOR ALZHEIMERS RESEARCH PO BOX 220 NEW YORK NY 10150 PC TO SUPPORT HEALTHCARE 1000 FOUNDATION FOR A COLLEGE EDUCATION PO BOX 50518 PALO ALTO CA 94303 PC TO SUPPORT THE EDUCATION SYSTEM 500 FRIENDS OF THE CHILDREN 44 NE MORRIS STREET PORTLAND OR 97212 PC TO SUPPORT THE EDUCATION SYSTEM 500 FRIENDS OF THE PALO ALTO JR MUSEUM & ZOO 1451 MIDDLEFIELD ROAD PALO ALTO CA 94301 PC TO SUPPORT THE FINE ARTS 500 GAMBLE GARDEN 1431 WAVERLY STREET PALO ALTO CA 94301 PC TO SUPPORT THE COMMUNITY 500 GIANTS COMMUNITY FUND 24 WILLIE MAYS PLAZA SAN FRANCISCO CA 94107 PC TO SUPPORT THE COMMUNITY 1000 HELP A MOTHER OUT 101 BROADWAY SUITE 250 OAKLAND CA 94607 PC TO SUPPORT THE COMMUNITY 1000 HOOVER INSTITUTE 434 GALVEZ MALL STANFORD CA 94305 PC TO SUPPORT THE EDUCATION SYSTEM 1000 HOOVER INSTITUTE 434 GALVEZ MALL STANFORD CA 94305 PC TO SUPPORT THE EDUCATION SYSTEM 1000 HOSPICE OF THE VALLEY 4850 UNION AVENUE SAN JOSE CA 95124 PC TO SUPPORT HEALTHCARE 1000 IMMIGRATION EQUALITY 40 EXCHANGE PLACE 1705 NEW YORK NY 10005 PC TO SUPPORT GLOBAL HUMAN RIGHTS 1000 INFINITE FAMILY 5951 RIVERDALE AVENUE 1204 BRONX NY 10471 PC TO SUPPORT GLOBAL HUMAN RIGHTS 500 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 PC TO SUPPORT GLOBAL HUMAN RIGHTS 2500 IT GETS BETTER PROJECT 7190 SUNSET BLVD SUITE 504 LOS ANGELES CA 90046 PC TO SUPPORT GLOBAL HUMAN RIGHTS 1000 JUNIOR LEAGUE OF PALO ALTO 555 RAVENSWOOD AVENUE MENLO PARK CA 94025 PC TO SUPPORT THE COMMUNITY 150 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 PC TO SUPPORT THE COMMUNITY 500 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 PC TO SUPPORT THE COMMUNITY 500 LIFE MOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 PC TO SUPPORT THE COMMUNITY 1500 LIFE MOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 PC TO SUPPORT THE COMMUNITY 1500 NATIONAL PKU ALLIANCE 2809 E HAMILITON AVENUE EAU CLAIRE WI 54701 PC TO SUPPORT HEALTHCARE 500 OREGON HUMANE SOCIETY 1067 NE COLUMBIA BLVD PORTLAND OR 97211 PC TO SUPPORT THE COMMUNITY 300 OREGON STATE ALUMNI ASSOCIATION 204 CH2M HILL ALUMNI CENTER CORVALIS OR 97331 PC TO SUPPORT THE EDUCATION SYSTEM 500 PALO ALTO COMMUNITY FUND PO BOX 50634 PALO ALTO CA 94303 PC TO SUPPORT THE COMMUNITY 1000 PALO ALTO MUSEUM PO BOX 676 PALO ALTO CA 94302 PC TO SUPPORT THE FINE ARTS 500 PALO ALTO UNIFIED SCHOOL DISTRICT 25 CHURCHILL AVENUE PALO ALTO CA 94306 PC TO SUPPORT THE EDUCATION SYSTEM 500 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94301 PC TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS 500 PKU 2809 E HAMILITON AVENUE EAU CLAIRE WI 54701 PC TO SUPPORT HEALTHCARE 500 PLANNED PARENTHOOD MAR MONTE 2470 ALVIN AVENUE SAN JOSE CA 95121 PC TO SUPPORT HUMAN RIGHTS 1000 PURSUIT OF EXCELLENCE 1249 PINE STREET PALO ALTO CA 94301 PC TO SUPPORT THE EDUCATION SYSTEM 500 RAINFOREST TRUST PO BOX 841 WARRENTON VA 20188 PC TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS 1000 RONALD MCDONALD HOUSE 110 NORTH CARPENTER STREET CHICAGO IL 60607 PC TO SUPPORT HEALTHCARE 1000 SPUR 654 MISSION STREET SAN FRANCISCO CA 94105 PC TO SUPPORT THE COMMUNITY 500 SAN CARLOS EDUCATION FOUNDATION PO BOX 1214 SAN CARLOS CA 94070 PC TO SUPPORT THE EDUCATION SYSTEM 3000 SILICON VALLEY COMMUNITY FOUND 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 PC TO SUPPORT THE COMMUNITY 500 THE VOTER PARTICIPATION CENTER 1707 L STREET NW SUITE 700 WASHINGTON DC 20036 PC TO SUPPORT HUMAN RIGHTS 5000 TEACH FOR AMERICA 315 W 36TH STREET NEW YORK NY 10018 PC TO SUPPORT THE EDUCATION SYSTEM 500 THAT MAN MAY SEE 490 ILLINOIS STREET 3RD FLOOR SAN FRANCISCO CA 94158 PC TO SUPPORT HEALTHCARE 1000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 PC TO SUPPORT THE ENVIRONMENT AND CONSERVATION EFFORTS 1000 YEAR UP 45 MILK STREET BOSTON MA 02109 PC TO SUPPORT THE EDUCATION SYSTEM 1000 YMCA SILICON VALLEY 80 SARATOGA AVENUE SANTA CLARA CA 95051 PC TO SUPPORT THE COMMUNITY 1000 52450 0 24450 0 0 24450 24450 4 N/A 0 0 0 0 0 0 0 0 0 0 PAYROLL PREPARATION 776 388 776 TAX PREPARATION AND FILING FEE 608 304 608 AMOUNT SET ASIDE NECESSARY TO FUND CHARITABLE EXPENDITURES. 452358 452358 568363 568363 ADMINISTRATIVE FEES 10 5 10 UNREALIZED GAINS 70416 BAKER STREET ADVISORS 4766 4766 4766 FEDERAL TAXES 290 145 290 FOREIGN TAXES PAID 229 229 229 PAYROLL TAXES PAID 854 427 854