Lon a Smith Family Foundation

990PF • Fiscal year 2012 • EIN 06-1630637

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 25, 2012

Organization Profile

62 Little Stannard Beach Road06498

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

8.0%

Faster asset growth than 71% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets35th percentile

Assets

$523,339

Up $38,855 (+8.0%) from 2011

Net Assets

$523,339

Up $38,855 (+8.0%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$5,141

Down $16,759 (-77%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$523,339

Liabilities$0

Net Assets$523,339

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$5,141

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2011 to Jun 30, 2012
Signed: Oct 25, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay72nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LOWNDES A SMITH	Trustee	-	$0	-	-
LAURA P CORLISS	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	VERNON SOCIAL SERVICES	OPERATIONS	PUBLIC CHARITY	VERNON, CT, US	$2,000
Paid Grant	VERNON SOCIAL SERVICES	OPERATIONS	PUBLIC CHARITY	VERNON, CT, US	$800
Paid Grant	CYSTIC FIBROSIS	OPERATIONAL	PUBLIC CHARITY	Hartford, CT, US	$500
Paid Grant	OPEN HEARTH	OPERATIONS	PUBLIC CHARITY	HARTFORD, CT, US	$200

Filing and Contact Details

Filer

EIN: 06-1630637

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFees/Amount	0	1500
AccountingFeesSchedule/AccountingFees/Category	0	WASHINGTON TRUST COMPANY - RET
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	1500
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	5666
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	-14452
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount	0	3
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	-8783
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	-8783
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	1500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	1500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss	0	52780
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	5666
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	5666
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	38856
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	31277
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss	0	3
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	-14452
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	4169
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	1500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	5141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	5669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	43997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	1500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	1641
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm	0	0
IRS990PF/BalanceSheets/AccountsReceivableEOY	0	0
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV	0	0
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl	0	0
IRS990PF/BalanceSheets/CapitalStockBOY	0	484484
IRS990PF/BalanceSheets/CapitalStockEOY	0	523339
IRS990PF/BalanceSheets/CashBOY	0	30691
IRS990PF/BalanceSheets/CashEOY	0	78330
IRS990PF/BalanceSheets/CashEOYFMV	0	78330
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY	0	90373
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY	0	94519
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV	0	97284
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	315351
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	317951
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	264421
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY	0	45730
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	0
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	2339
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	32539
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	32539
IRS990PF/BalanceSheets/TotalAssetsBOY	0	484484
IRS990PF/BalanceSheets/TotalAssetsEOY	0	523339
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	472574
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	484484
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	523339
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	484484
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	523339
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	-14452
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	529
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	1	2853
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	2	8593
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	3	1249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	4	32505
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2007-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2008-12-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2009-12-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	4	2007-04-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2011-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2011-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2011-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	3	2011-07-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2012-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	89.844 UBS DYNAMIC ALPHA FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	285.624 UBS DYNAMIC ALPHA FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	1809.057 UBS DYNAMIC ALPHA FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	214.672 UBS DYNAMIC ALPHA FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	2853.38 UBS DYNAMIC ALPHA FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	-1211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	1807
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	3	-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	-16101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	-1211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	1807
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	3	-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	4	-16101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	517
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	1642
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	10400
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	3	1234
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	4	16404
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	38856
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	1
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	523340
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	484484
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	523339
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	21841
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	21841
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	21841
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	21924
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	83
IRS990PF/DistributableAmount/TotalTax	0	83
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	11
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	94
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	83
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	11
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	83
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	83
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	94
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	472574
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	445148
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	57899
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	387249
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	6677
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	21924
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	438471
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	445148
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	1
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	LOWNDES A SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	LAURA P CORLISS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	62 LITTLE STANNARD BEACH ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	31 COUNRTY CLUB ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	WESTBROOK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	E GRANBY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	06498
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	06026
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	24545
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	24503
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.055883
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.050759
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.075063
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.026956
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.052728
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.073909
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	438471
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	401899
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	350557
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	330912
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	481722
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	413344
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	42
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	3500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	20400
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	26314
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	8920
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	25400
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	30550
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.279415
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	3500
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	3500
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	3500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	LOWNDES A SMITH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	62 LITTLE STANNARD BEACH ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	WESTBROOK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	06498
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	CT
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	Letter
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	Lowndes A Smith
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	8603994505
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	62 Little Stannard Beach Road
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	Westbrook
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	CT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	06498
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	None
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	OPERATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	OPEN HEARTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	VERNON SOCIAL SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	VERNON SOCIAL SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	CYSTIC FIBROSIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	437 SHELDON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	375 HARTFORD TURNPIKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	375 HARTFORD TURNPIKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	80 SEYMOUR STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	HARTFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	VERNON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	VERNON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	Hartford
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	06106
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	06066
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	06066
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	06102
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	3500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	3500
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	21841
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	399
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	8880
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	1757
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	11945
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	18341
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	18341
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	4640
IRS990PF/UndistributedIncome/ExcessFromYear1	0	399
IRS990PF/UndistributedIncome/ExcessFromYear2	0	4241
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYear1	0	2009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	3500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	4640
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	22981
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	50000
IRS990ScheduleB/ContributorInfo/AggregateContributions	1	2780
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	62 LITTLE STANNARD BEACH ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	1	26 Cardinal Way
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	WESTBROOK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	1	South Windsor
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	1	CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	06498
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	1	06074
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	PA Smith Memorial Fund
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	LOWNDES A SMITH
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/ContributorNumber	1	2
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/ContributorInfo/PersonContributionType	1	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
OtherDecreasesSchedule/OtherDecreases/Amount	0	1
OtherDecreasesSchedule/OtherDecreases/Description	0	ADJUSTMENT FOR ROUNDING
TaxesSchedule/Taxes/Amount	0	47
TaxesSchedule/Taxes/Amount	1	94
TaxesSchedule/Taxes/Category	0	FEDERAL EXCISE TAX BALANCE DUE
TaxesSchedule/Taxes/Category	1	ESTIMATED FEDERAL EXCISE TAX P
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	061630637
ReturnHeader/Filer/Name/BusinessNameLine1	0	LON A SMITH FAMILY FOUNDATION
ReturnHeader/Filer/NameControl	0	SMIT
ReturnHeader/Filer/Phone	0	4013481234
ReturnHeader/Filer/USAddress/AddressLine1	0	62 LITTLE STANNARD BEACH ROAD
ReturnHeader/Filer/USAddress/City	0	WESTBROOK
ReturnHeader/Filer/USAddress/State	0	CT
ReturnHeader/Filer/USAddress/ZIPCode	0	06498
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2012-10-25
ReturnHeader/Officer/Name	0	LOWNDES A SMITH
ReturnHeader/Officer/Phone	0	4013481234
ReturnHeader/Officer/Title	0	Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	THE WASHINGTON TRUST COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	23 BROAD STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Westerly
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	RI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	02891
ReturnHeader/Preparer/Name	0	NORMAN L LANGLOIS
ReturnHeader/Preparer/Phone	0	4013481234
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-07-01
ReturnHeader/TaxPeriodEndDate	0	2012-06-30
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-11-05T14:45:20-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $523,339
Liabilities: $0
Net assets: $523,339
Revenue: -
Expenses: $5,141
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.94	$0.00	$3.94	$0.09	$0.26	$0.17
2024Detailed filing. Detailed filing data is available for this year.	$4.36	$0.00	$4.36	$0.12	$0.25	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$3.78	$0.00	$3.78	$0.05	$0.16	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$3.38	$0.00	$3.38	$0.05	$0.24	$0.18
2021Detailed filing. Detailed filing data is available for this year.	$3.98	$0.00	$3.98	$0.12	$0.09	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$3.40	$0.00	$3.40	$0.51	$0.32	$0.83
2019Detailed filing. Detailed filing data is available for this year.	$4.21	$0.00	$4.21	$0.17	$0.25	$0.08
2018Detailed filing. Detailed filing data is available for this year.	$4.32	$0.00	$4.32	$0.00	$0.20	$0.20
2017Detailed filing. Detailed filing data is available for this year.	$4.52	$0.00	$4.52	$0.00	$0.72	$0.72
2016Detailed filing. Detailed filing data is available for this year.	$5.24	$0.00	$5.24	$0.33	$0.14	$0.19
2015Detailed filing. Detailed filing data is available for this year.	$5.04	$0.00	$5.04	$0.13	$0.14	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$0.04	$0.15	$0.12
2013Detailed filing. Detailed filing data is available for this year.	$5.17	$0.00	$5.17	$0.15	$0.22	$0.07
2012Detailed filing. Detailed filing data is available for this year.	$5.23	$0.00	$5.23		$0.05
2011Detailed filing. Detailed filing data is available for this year.	$4.84	$0.00	$4.84		$0.22