STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN S SMITH & PAUL K SMITH FAMILY FOUNDATION (EIN 77-0524641)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-26
- IRS object ID
- 202502389349100900
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-26T09:34:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aprio Advisory Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2002 Summit Boulevard Suite 120 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770524641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen S Smith and Paula K Smith | BusinessNameLine1Txt |
| Business Name Line2 | Family Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 6508883611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 Sand Hill Road 206C | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen S Smith | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6508883611 | PhoneNum |
| Signature | 2025-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacy Cullen | PreparerPersonNm |
| PTIN | P00974308 | PTIN |
| Phone | 4048929651 | PhoneNum |
| Preparation | 2025-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $928,826 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,817 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $85,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $892 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,473 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,650 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $467 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,442 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,442 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,286 | CashBOYAmt |
| Cash EOY | $3,786 | CashEOYAmt |
| Cash EOYFMV | $3,786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $116,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,397 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $346,569 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $289,747 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $546,372 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $284,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $593,896 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $673,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $675,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $928,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $673,016 | RetainedEarningBOYAmt |
| Retained Earning EOY | $675,947 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $673,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $675,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $673,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $675,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $673,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $677,116 | SubtotalAmt |
| Other Decreases | $1,169 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $675,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Fidelity | $204 | $204 | $204 | ||
| Fidelity | $80,077 | $58,257 | $58,257 | $21,820 | |
| Capital Gains Dividends | $18,356 | $18,356 | $18,356 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,817 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,102 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,102 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $302 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6508883611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 Sand Hill Road 206C | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Stephen S Smith | ||||||||
| 620 Sand Hill Road Apt 206C | Palo Alto | CA | 94304 | President | 2.00 | $0 | $0 | $0 |
| Paula K Smith | ||||||||
| 620 Sand Hill Road Apt 206C | Palo Alto | CA | 94304 | Secretary | 10.00 | $10,200 | $0 | $0 |
| Edward V Pollack | ||||||||
| 2038 Baker Street | San Francisco | CA | 94115 | Director | 1.00 | $0 | $0 | $0 |
| Marcia H Pollack | ||||||||
| 2038 Baker Street | san Francisco | CA | 94115 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $869,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $917,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $917,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,769 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $904,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,102 | TotalTaxAmt |
| Distributable Before Adj | $44,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,107 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $71,557 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,076 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,930 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $888 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,821 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,272 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $163,580 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $71,557 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,076 | ExcessFromYear4Amt |
| Excess From Year3 | $1,930 | ExcessFromYear3Amt |
| Excess From Year2 | $888 | ExcessFromYear2Amt |
| Excess From Year1 | $23,821 | ExcessFromYear1Amt |
| Excess From Current Year | $18,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Stephen S Smith | ContributingManagerNm |
| Contributing Manager | Paula K Smith | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adolescent Counseling Service | |||||||
| 643 Bair Island Road Suite 402 | Redwood City | CA | 94063 | None | PC | Health | $1,000 |
| Advokids | |||||||
| 5643 Paradise Dr | Corte Madera | CA | 94925 | None | PC | Community | $500 |
| Alzheimers Association | |||||||
| PO Box 220 | New York | NY | 94305 | None | PC | Health | $500 |
| Ambition Angels | |||||||
| 380 Portage Ave | Palo Alto | CA | 94303 | None | PC | Community | $1,000 |
| American Independent Foundation | |||||||
| 800 Maine Ave SW | Washington | DC | 20024 | None | PC | Community | $7,500 |
| Association for Senior Day Health | |||||||
| PO Box 60455 | Palo Alto | CA | 94306 | None | PC | Community | $250 |
| Boomer Isiason Foundation | |||||||
| PO BOX 28819 | New York | NY | 10087 | None | PC | Health | $500 |
| Brennan Center for Justice | |||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | None | PC | Global/Human Rights | $1,000 |
| Colorectal Cancer Alliance | |||||||
| 1025 Vermont Ave NW Suite 1066 | Washington | DC | 20005 | None | PC | Health | $5,100 |
| Computer History Museum | |||||||
| 1401 N Shoreline Blvd | Mountain View | CA | 94043 | None | PC | Arts, Museums | $2,500 |
| East Palo Alto Tennis and Tutoring | |||||||
| 3460 W Bayshore Rd | Palo Alto | CA | 94303 | None | PC | Education | $3,000 |
| Ecumenical Hunger Program | |||||||
| 2411 Pulgas Avenue | East Palo Alto | CA | 94303 | None | PC | Community | $1,000 |
| Edwards Center | |||||||
| PO Box 6269 | Aloha | OR | 97007 | None | PC | Community | $2,500 |
| Embarcdero Media Foundation | |||||||
| 2345 Yale St | Palo Alto | CA | 94306 | None | PC | Community | $500 |
| First Graduate | |||||||
| 594 Howard St 301 | San Francisco | CA | 94105 | None | PC | Education | $1,000 |
| Fisher Center for Alzheimers Research | |||||||
| PO BOX 220 | New York | NY | 10150 | None | PC | Health | $1,000 |
| Foundation for a College Education | |||||||
| PO Box 50518 | Palo Alto | CA | 94303 | None | PC | Education | $500 |
| Gamble Garden | |||||||
| 1431 Waverly Street | Palo Alto | CA | 94301 | None | PC | Community | $250 |
| Giants Community Fund | |||||||
| 24 Willie Mays Plaza | San Francisco | CA | 94107 | None | PC | Community | $1,000 |
| Immigration Equality | |||||||
| 40 Exchange Place 1705 | New York | NY | 10003 | None | PC | Global/Human Rights | $500 |
| Infinite Family | |||||||
| 5951 Riverdale Ave 1204 | Bronx | NY | 10471 | None | PC | Global/Human Rights | $500 |
| International Rescue Committee | |||||||
| PO Box 6068 | Albert Lea | MN | 56007 | None | PC | Global/Human Rights | $3,000 |
| KQED | |||||||
| 2601 Mariposa Street | San Francisco | CA | 94110 | None | PC | Community | $500 |
| Life Moves | |||||||
| 181 Constitution Drive | Menlo Park | CA | 94025 | None | PC | Community | $1,000 |
| Monterey Bay Aquarium | |||||||
| 886 Cannery Row | Monterey | CA | 93940 | None | PC | Conservation | $1,000 |
| National PKU Alliance | |||||||
| 2809 E Hamilton Ave | Eau Clarie | WI | 54701 | None | PC | Health | $500 |
| Pablove Foundation | |||||||
| 7119 W Sunset Blvd 993 | Los Angeles | CA | 900464411 | None | PC | Education | $500 |
| Pablove Foundation | |||||||
| 7119 W Sunset Blvd 993 | Los Angeles | CA | 900464411 | None | PC | Health | $500 |
| Palo Alto Community Fund | |||||||
| 355 Alma St Suite 1 | Palo Alto | CA | 94303 | None | PC | Community | $1,000 |
| Palo Alto Junior Museum and Zoo | |||||||
| 1451 Middlefield Rd | Palo Alto | CA | 94301 | None | PC | Arts, Museums | $500 |
| Palo Alto Medical Foundation | |||||||
| Tax 2200 River Plaza Drive | Sacramento | CA | 95833 | None | PC | Health | $1,000 |
| Palo Alto Unified School District | |||||||
| 25 Churchill Ave | Palo Alto | CA | 94306 | None | PC | Education | $346 |
| Peninsula Open Space Trust | |||||||
| 222 High Street | Palo Alto | CA | 94301 | None | PC | Conservation | $500 |
| Planned Parenthood | |||||||
| 2470 Alvin Avenue | San Jose | CA | 95121 | None | PC | Education | $1,000 |
| Pursuit of Excellence | |||||||
| 1249 Pine Street | Palo Alto | CA | 94301 | None | PC | Education | $500 |
| Rainforest Trust | |||||||
| PO Box 841 | Warrenton | VA | 20188 | None | PC | Conservation | $750 |
| Redeemer Lutheran School | |||||||
| 468 Grand Street | Redwood City | CA | 94062 | None | PC | Education | $2,044 |
| SPUR | |||||||
| 654 Mission Street | San Francisco | CA | 94105 | None | PC | Community | $500 |
| Silicon Valley Community Foundation | |||||||
| 2440 West El Camino Real Suite 300 | Mountain View | CA | 94040 | None | PC | Education | $1,000 |
| Stanford University | |||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | None | PC | Arts, Museums | $100 |
| Sutter Health Hospice of the Valley | |||||||
| 4850 Union Avenue | San Jose | CA | 95124 | None | PC | Health | $1,000 |
| Teach for America | |||||||
| PO Box 398296 | San Francisco | CA | 94139 | None | PC | Education | $500 |
| The Hoover Institution | |||||||
| 434 Galvez Mall | Stanford | CA | 94305 | None | PC | Education | $1,000 |
| The Voter Participation Center | |||||||
| 1707 L Street NW Suite 700 | Washington | DC | 20036 | None | PC | Community | $2,500 |
| Vista Center for the Blind and Visually Impaired | |||||||
| 101 N Bascom Ave | San Jose | CA | 95128 | None | PC | Health | $5,000 |
| Wildlife Conservation Network | |||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | None | PC | Conservation | $750 |
| YMCA Silicon Valley | |||||||
| 80 Saratoga Ave | Santa Clara | CA | 95051 | None | PC | Community | $500 |
| Youth On Course | |||||||
| 30 Ragsdale Dr Suite 201 | Monterey | CA | 93940 | None | PC | Community | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,090 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,718 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,718 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,650 | Amt |
| Net Investment Income | $1,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fidelity | BondNm |
| EOY Book Value | $346,569 | EOYBookValueAmt |
| EOYFMV | $289,747 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fidelity | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $284,195 | BookValueAmt |
| EOYFMV | $593,896 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustment | Desc |
| Amt | $1,169 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Registration Fees | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $4,650 | $4,650 | $0 |
| Payroll Processing | $823 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Taxes | $796 | $0 | $0 |
| Foreign Taxes | $467 | $467 | $0 |