Smith M U Lankenau Td

990PF • Fiscal year 2023 • EIN 23-6789237

Jun 01, 2022 to May 31, 2023 • Filed on Sep 15, 2023

Organization Profile

6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

-86%

Higher net margin than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

$20,600

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 38.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

-4.1%

Faster asset growth than 24% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

-48%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets31st percentile

Assets

Down

$1,052,524

Down $45,180 (-4.1%) from 2022

Net Assets

Down

$1,052,524

Down $45,180 (-4.1%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin9th percentile

Revenue

Down

$53,115

Down $48,246 (-48%) from 2022

Expenses

$98,922

Up $12,462 (+14%) from 2022

Net Income

Down

-$45,807

Down $60,708 (-407%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

Highlighted filing

2023

Assets$1,052,524

Liabilities$0

Net Assets$1,052,524

Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2023

Revenue$53,115

Expenses$98,922

Net Income-$45,807

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2022 to May 31, 2023
Signed: Sep 15, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay53rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WELLS FARGO BANK N A	Trustee	-	$20,600	-	$20,600

Filing and Contact Details

Filer

Filer Name: Smith M U Lankenau Td
EIN: 23-6789237
Phone: 8887304933
Address: 6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name: -
Title: Trustee
Phone: 8887304933
Signed: 2023-09-15
Discuss with paid preparer: Yes

Preparer

Firm: Pwc US Tax Llp
Address: 301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer: Laura B Strobel
Phone: 4123556000

Raw XML Appendix393 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/AccountingFeesDetail/Amt	0	1016
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	6352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	16000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	84000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	93973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	106365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	50000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	17526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	24000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	25386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	139135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	10	19544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	11	32000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	12	32014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	13	52635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	14	92803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	15	42919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	16	23947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	17	22286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	18	12500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	19	61567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	20	30515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	21	25000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	22	17360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	23	19613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	78464A607 SPDR DOW JONES REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	693390841 PIMCO HIGH YIELD FD-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	74256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	693391104 PIMCO REAL RETURN FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	693390304 PIMCO LOW DURATION F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	31641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	316390152 FIDELITY ADV INTL RL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	89155H389 TOUCHSTONE MID CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	922042858 VANGUARD FTSE EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	464287200 ISHARES CORE S & P 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	10	464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	11	704223817 PAX WORLD SMALL CAP-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	12	464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	13	55273H353 MFS VALUE FUND-R6 48
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	14	921937835 VANGUARD TOTAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	15	00143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	16	464287606 ISHARES S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	17	921943809 VANGUARD DVLPD MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	18	00888Y847 INVESCO BAL RSK COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	19	411512528 HARBOR CAPITAL APPRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	20	298706110 AMER FNDS EUROPAC GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	21	19247U106 COHEN & STEERS INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	22	922031760 VANGUARD HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	23	413838574 OAKMARK INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	16250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	14565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	112450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	82347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	98069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	38608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	14906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	30211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	23157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	302828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	10	34003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	11	34236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	12	51957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	13	71002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	14	90716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	15	47763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	16	35948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	17	32478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	18	13457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	19	89112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	20	36679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	21	26396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	22	15944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	23	29938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	10	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	11	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	12	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	13	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	14	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	15	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	16	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	17	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	18	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	19	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	20	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	21	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	22	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	23	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	31725
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	21390
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	53115
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	53115
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1016
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1016
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	21390
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	2060
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	18540
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	20600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	75000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	75000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	31725
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	31725
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-45807
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	38777
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	21390
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	33997
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	578
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	2306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	78076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	19118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	98922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	53115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	53115
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	3076
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	19118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	23922
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2020-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	17387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	9613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	11777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	9613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	27000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	1044.487 OAKMARK INTERNATIONAL-R6 #4104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2023-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	21390
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-45807
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	627
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1052524
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	1097704
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1052524
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	66872
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	66872
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	66872
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	67345
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	473
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	476
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	1096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	473
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	1096
IRS990PF/FMVAssetsEOYAmt	0	1348104
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	1097704
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	1052524
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	1064482
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	1047440
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	1343020
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	33222
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	5084
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	5084
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	1097704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	1052524
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	1348104
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	1097704
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	1052524
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	1097704
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	1052524
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	1367419
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	21224
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1346195
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	20511
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	67345
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	1346908
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	1367419
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	20600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	WELLS FARGO BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	100 N MAIN ST MAC D4001-117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	WINSTON SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	27101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	78076
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	78076
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	100 N MAIN ST MAC D4001-117
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	WINSTON SALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	27101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8887304933
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	LANKENAU MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	ATTN PAM MAGIDSON MAINLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WYNNEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	19096
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	75000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3659
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	74417
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	66872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	78076
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	63213
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	74417
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	626
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	MUTUAL FUND TIMING ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	494
TaxesSchedule/TaxesDetail/Amt	1	632
TaxesSchedule/TaxesDetail/Amt	2	1096
TaxesSchedule/TaxesDetail/Amt	3	19
TaxesSchedule/TaxesDetail/Amt	4	65
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	2	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt	3	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt	4	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	4	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	494
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	19
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	4	65
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SMITH M U LANKENAU TD
ReturnHeader/Filer/BusinessNameControlTxt	0	SMIT
ReturnHeader/Filer/EIN	0	236789237
ReturnHeader/Filer/PhoneNum	0	8887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6325 S RAINBOW BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm	0	LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NV
ReturnHeader/Filer/USAddress/ZIPCd	0	89118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123556000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2023-10-09T00:00:26-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2022-06-01
ReturnHeader/TaxPeriodEndDt	0	2023-05-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,052,524
Liabilities: $0
Net assets: $1,052,524
Revenue: $53,115
Expenses: $98,922
Net income: -$45,807

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03	$0.09	$0.09	$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.03	$0.00	$1.03	$0.07	$0.09	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.05	$0.10	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10	$0.10	$0.09	$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.08	$0.00	$1.08	$0.05	$0.09	$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.12	$0.00	$1.12	$0.04	$0.08	$0.04
2019Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.05	$0.08	$0.04
2012Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21		$0.06