Civic Intelligence

Phyllis and Irving Smith Foundation

990PF • Fiscal year 2021 • EIN 22-2506212

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 24, 2022

Organization Profile
888 We Street Unit 2002San Diego, CA 92101-6020

(215) 740-7057

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

44th percentile

9.6%

Higher net margin than 44% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

0.6%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

152%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$3,647,927

Flat from 2021

Net Assets

$3,647,927

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin44th percentile

Revenue

Flat

$217,065

Flat from 2021

Expenses

Flat

$196,163

Flat from 2021

Net Income

Flat

$20,902

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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: $0Net Assets 2021: $3,647,9272021Assets 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

2021

Assets$3,647,927
Liabilities$0
Net Assets$3,647,927
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2021

Revenue$217,065
Expenses$196,163
Net Income$20,902
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 24, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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
Linda Kivitz
Title
V Pres
Phone
2157407057
Signed
2022-01-24
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 Appendix251 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/AssetDesc0CHARLES SCHWAB TRANSACTIONS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0231457
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0373892
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0142435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02735823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03147248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt030000
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt052620
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt074361
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0142435
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt097
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0216893
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0216893
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0191193
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0191193
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt074361
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt074361
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt020902
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0373892
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0142435
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt074210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03864
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04112
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0858
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0858
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0195915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0196163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt074458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0217065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04722
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0248
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04970
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt020902
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03647927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03627025
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03647927
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0191196
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0191196
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0191196
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0192228
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01032
IRS990PF/DistributableAmountGrp/TotalTaxAmt01032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt013
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01045
IRS990PF/FMVAssetsEOYAmt04081972
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03743416
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03627025
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt069601
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033857
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033857
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02299584
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02735823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03147248
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-116391
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt020902
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01227840
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0848247
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0848247
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03627025
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03647927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04081972
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03627025
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03647927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03627025
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03647927
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt030000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt052620
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03903100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01089773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02813327
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt058547
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0192228
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03844553
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03903100
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/ExpensesAndContributionsAmt0195915
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0195915
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/Form990PFFiledWithAttyGenInd0true
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/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DEBRA FISHMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02157407057
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0888 WE STREET UNIT 2002
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0191193
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/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0191193
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/AppliedToCurrentYearAmt0191196
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0191196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05617
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052868
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04719
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07457
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0195915
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04719
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058485
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053766
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13809
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0248
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0248
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23809
TaxesSchedule/TaxesDetail/Amt0858
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0858
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA KIVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum02157407057
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-24
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/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/PreparationDt02022-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MORGENLANDER
ReturnHeader/ReturnTs02022-03-07T12:31:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIVITZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,647,927
Liabilities
$0
Net assets
$3,647,927
Revenue
$217,065
Expenses
$196,163
Net income
$20,902
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
2021Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.22$0.20$0.02
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