Civic Intelligence

Phyllis & Irving Smith Foundation

EIN 22-2506212 • San Diego, CA

888 We Street Unit 2002San Diego, CA 92101-6020
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-25%

Higher net margin than 15% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

34th percentile

-1.1%

Faster asset growth than 34% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.4%

Faster revenue growth than 31% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,507,693

Down $39,292 (-1.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$3,507,693

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin15th percentile

Revenue

Down

$154,108

Down $3,781 (-2.4%) from 2023

Expenses

Up

$193,400

Up $3,050 (+1.6%) from 2023

Net Income

Down

-$39,292

Down $6,831 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $214,339Liabilities 2011: $02011Assets 2012: $227,373Liabilities 2012: $02012Assets 2013: $227,984Liabilities 2013: $02013Assets 2014: $223,938Liabilities 2014: $02014Assets 2015: $218,267Liabilities 2015: $02015Assets 2019: $3,743,416Liabilities 2019: $02019Assets 2020: $3,627,025Liabilities 2020: $0Net Assets 2020: $3,627,0252020Assets 2021: $3,647,927Liabilities 2021: $12021Assets 2022: $3,579,446Liabilities 2022: $0Net Assets 2022: $3,579,4462022Assets 2023: $3,546,985Liabilities 2023: $12023Assets 2024: $3,507,693Liabilities 2024: $0Net Assets 2024: $3,507,6932024

Highlighted filing

2024

Assets$3,507,693
Liabilities$0
Net Assets$3,507,693
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $17,474Expenses 2011: $3,614Net Income 2011: $13,8602011Revenue 2012: $15,849Expenses 2012: $2,815Net Income 2012: $13,0342012Revenue 2013: $10,945Expenses 2013: $10,334Net Income 2013: $6112013Revenue 2014: $18,930Expenses 2014: $22,976Net Income 2014: -$4,0462014Revenue 2015: $14,516Expenses 2015: $20,187Net Income 2015: -$5,6712015Revenue 2019: $3,528,564Expenses 2019: $15,964Net Income 2019: $3,512,6002019Revenue 2020: $86,289Expenses 2020: $202,680Net Income 2020: -$116,3912020Revenue 2021: $217,065Expenses 2021: $196,163Net Income 2021: $20,9022021Revenue 2022: $138,916Expenses 2022: $207,397Net Income 2022: -$68,4812022Revenue 2023: $157,889Expenses 2023: $190,350Net Income 2023: -$32,4612023Revenue 2024: $154,108Expenses 2024: $193,400Net Income 2024: -$39,2922024

Highlighted filing

2024

Revenue$154,108
Expenses$193,400
Net Income-$39,292
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,507,693
Liabilities
$0
Net assets
$3,507,693
Revenue
$154,108
Expenses
$193,400
Net income
-$39,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.15$0.19$0.04
2023Summary only. Only limited summary data is available for this year.$3.55$0.00$0.16$0.19$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.14$0.21$0.07
2021Summary only. Only limited summary data is available for this year.$3.65$0.00$0.22$0.20$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.09$0.20$0.12
2019Summary only. Only limited summary data is available for this year.$3.74$0.00$3.53$0.02$3.51
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.01$0.02$0.01
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$0.23$0.00$0.02$0.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.02$0.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA FISHMANPresident-$0--
LINDA KIVITZV Pres-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis & Irving Smith Foundation
EIN
22-2506212
Phone
2157407057
Address
888 WE STREET UNIT 2002, SAN DIEGO, CA 92101-6020

Signing Officer

Name
Debra Fishman
Title
President
Phone
2157407057
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Paul Morgenlander CPA
Address
PO BOX 7058, DELRAY BEACH, FL 33482
Preparer
Paul Morgenlander
Phone
5613033167
Raw XML Appendix241 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02021-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CHARLES SCHWAB TRANS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0565250
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0591505
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt026255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02656704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02875486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0757841
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0734563
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt075944
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt026255
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt051819
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0154018
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0154018
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0192700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0192700
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt075944
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt075944
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-39292
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0591505
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt051819
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt051819
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt026255
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0127477
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0286
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0193114
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0286
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0193400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0127763
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0154108
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0414
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0286
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0700
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-39292
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03507693
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03546985
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03507693
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0171950
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0171950
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0171950
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0173722
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01772
IRS990PF/DistributableAmountGrp/TotalTaxAmt01772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01840
IRS990PF/FMVAssetsEOYAmt03703198
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03579446
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03546985
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015737
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt032715
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt032716
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02390294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02656704
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02875486
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-32461
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-39292
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0479475
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt060433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt060433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03546985
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03507693
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03703198
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03546985
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03507693
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03546985
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03507693
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0661479
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0757841
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0734563
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03527340
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0294180
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03233160
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052910
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0173722
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03474430
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03527340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DEBRA FISHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA KIVITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0888 WE STREET UNIT 2002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1314 ROSEMARY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN DIEGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PENN VALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119072
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0193114
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0193114
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DEBRA FISHMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0888 WE STREET UNIT 2002
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN DIEGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02157407057
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0192700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0192700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0171950
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04719
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090716
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025622
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04719
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016953
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0193114
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021164
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0107476
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086312
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1234
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0286
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0286
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2234
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA FISHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02157407057
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS & IRVING SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0222506212
ReturnHeader/Filer/PhoneNum02157407057
ReturnHeader/Filer/USAddress/AddressLine1Txt0888 WE STREET UNIT 2002
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921016020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133912097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL MORGENLANDER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7058
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELRAY BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033482
ReturnHeader/PreparerPersonGrp/PhoneNum05613033167
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MORGENLANDER
ReturnHeader/ReturnTs02025-05-14T12:09:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.