Civic Intelligence

David E Smith Family Foundation Inc.

990 • Fiscal year 2020 • EIN 94-2476170

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

Organization Profilewww.smithfamilyfoundation.com
8075 Whited RoadSebastopol, CA 95472

(707) 823-6818

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

138%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,103,146

Up $163,769 (+17%) from 2019

Net Assets

Up

$1,103,146

Up $163,769 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin95th percentile

Revenue

Up

$230,297

Up $133,619 (+138%) from 2019

Expenses

Down

$66,821

Down $48,866 (-42%) from 2019

Net Income

Up

$163,476

Up $182,485 (+960%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $610,592Liabilities 2011: $2Net Assets 2011: $610,5902011Assets 2012: $597,922Liabilities 2012: $0Net Assets 2012: $597,9222012Assets 2013: $615,064Liabilities 2013: $0Net Assets 2013: $615,0642013Assets 2014: $625,716Liabilities 2014: $0Net Assets 2014: $625,7162014Assets 2015: $598,141Liabilities 2015: $0Net Assets 2015: $598,1412015Assets 2016: $605,689Liabilities 2016: $0Net Assets 2016: $605,6892016Assets 2017: $609,257Liabilities 2017: $0Net Assets 2017: $609,2572017Assets 2018: $955,672Liabilities 2018: $0Net Assets 2018: $955,6722018Assets 2019: $939,377Liabilities 2019: $0Net Assets 2019: $939,3772019Assets 2020: $1,103,146Liabilities 2020: $0Net Assets 2020: $1,103,1462020Assets 2021: $1,089,408Liabilities 2021: $0Net Assets 2021: $1,089,4082021Assets 2022: $1,058,669Liabilities 2022: $0Net Assets 2022: $1,058,6692022Assets 2023: $1,109,455Liabilities 2023: $0Net Assets 2023: $1,109,4552023Assets 2024: $1,077,718Liabilities 2024: $0Net Assets 2024: $1,077,7182024Assets 2025: $1,037,463Liabilities 2025: $0Net Assets 2025: $1,037,4632025

Highlighted filing

2020

Assets$1,103,146
Liabilities$0
Net Assets$1,103,146
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $405,490Expenses 2011: $68,902Net Income 2011: $336,5882011Expenses 2012: $76,7192012Revenue 2013: $98,117Expenses 2013: $80,975Net Income 2013: $17,1422013Revenue 2014: $83,553Expenses 2014: $74,423Net Income 2014: $9,1302014Revenue 2015: $51,110Expenses 2015: $78,685Net Income 2015: -$27,5752015Revenue 2016: $96,157Expenses 2016: $88,609Net Income 2016: $7,5482016Revenue 2017: $96,502Expenses 2017: $92,934Net Income 2017: $3,5682017Revenue 2018: $439,839Expenses 2018: $96,337Net Income 2018: $343,5022018Revenue 2019: $96,678Expenses 2019: $115,687Net Income 2019: -$19,0092019Revenue 2020: $230,297Expenses 2020: $66,821Net Income 2020: $163,4762020Revenue 2021: $4,975Expenses 2021: $47,720Net Income 2021: -$42,7452021Revenue 2022: $15,190Expenses 2022: $41,769Net Income 2022: -$26,5792022Revenue 2023: $107,288Expenses 2023: $60,844Net Income 2023: $46,4442023Revenue 2024: $24,201Expenses 2024: $51,680Net Income 2024: -$27,4792024Revenue 2025: $6,129Expenses 2025: $50,819Net Income 2025: -$44,6902025

Highlighted filing

2020

Revenue$230,297
Expenses$66,821
Net Income$163,476
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$283,710
Mission and Program Overview

Mission

Provide substance abuse treatment & education and manage community charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$513,901$476,185▼ $37,716
Land, Buildings, and Equipment, Net$325,000$325,000→ $0
Other Notes and Loans Receivable, Net-$156,144-
Cash and Non-Interest-Bearing Accounts$35,233$77,546▲ $42,313
Savings and Temporary Cash Investments$30,663$34,156▲ $3,493
Investments in Publicly Traded Securities$26,493$26,886▲ $393
Intangible Assets$3,286$2,429▼ $857
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$939,377$1,103,146▲ $163,769
Other Assets Total$4,801$4,800▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$939,377$1,103,146▲ $163,769
Total Net Assets Fund Balance$939,377$1,103,146▲ $163,769
Total Liabilities and Net Assets / Fund Balance$939,377$1,103,146▲ $163,769

Asset Categories

AssetBook ValueDepreciationBasis
Land$325,000-$325,000
Closely Held Equity Interests$476,185--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
D Smith MdPresident
J SmithDirector
M HayesDirector
P FrankDirector
A SmithSecretary
R FrankVP/CEO/treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$47,000
Program Service Revenue
$2,466
Investment Income
$166,006
Other Revenue
$14,825
All Other Contributions
$47,000
Change in Net Assets
$163,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,433
Grants and Similar Amounts Paid$28,000
Salaries, Compensation, and Employee Benefits$4,388
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$17,966$1,904-$19,870
Grants to Domestic Orgs$16,500--$16,500
Grants to Domestic Individuals$11,500--$11,500
Office Expenses$6,342$517-$6,859
Current Officers, Directors, Trustees, and Key Employees-$4,388-$4,388
Other Expenses$3,578--$3,578
Occupancy$1,769--$1,769
Fees for Services Accounting-$1,500-$1,500
Depreciation Depletion-$857-$857
Total Functional Expenses$57,655$9,166$0$66,821
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Healthright360San Francisco, CA-Health Services$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Haight Ashbury PublicatioRelated EntitySold P/ship InterestNo$214,954

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“D. Smith and a. Smith are relatedr. Frank and p. Frank are related, and r. Frank is the manager of the organization”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Treasurer will review and sign the 990.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, tax returns and financial information are available upon request. In addition, the organization's tax return is available on the guidestar website.”

Filing and Contact Details

Filer

Filer Name
David E Smith Family Foundation Inc
EIN
94-2476170
Phone
7078236818
Address
8075 WHITED ROAD, SEBASTOPOL, CA 95472

Signing Officer

Name
Richard Frank
Title
VP/treasurer
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Frank
Formed
1977
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Vm Accounting Services
Address
1101 COLLEGE AVE SUITE 240, SANTA ROSA, CA 95404
Preparer
Victoria Mwangi
Phone
7075424465
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IRS990/RevenueAmt02466
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030663
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034156
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt047000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt098000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04465
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04323
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04561
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04998
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023434
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02466
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt074387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt085314
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0310806
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04465
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04323
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05087
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04998
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023434
IRS990ScheduleA/InvestmentIncomeCYPct00.05420
IRS990ScheduleA/InvestmentIncomePYPct00.05360
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85320
IRS990ScheduleA/PublicSupportPY509Pct00.89160
IRS990ScheduleA/PublicSupportTotal509Amt0368806
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt015000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt040000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt020000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt040000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049466
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt099987
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090417
IRS990ScheduleA/Total509Grp/TotalAmt0408806
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053931
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087545
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0104548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090801
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095415
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0432240
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt0476185
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/LandGrp/BookValueAmt0325000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0325000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0325000
IRS990ScheduleD/TotalBookValueSecuritiesAmt0476185
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEALTH SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HEALTHRIGHT360
IRS990ScheduleI/RecipientTable/RecipientEIN0946129071
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01563 MISSION ST 5TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094103
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Recipients apply for grants from the Organization. The applications are reviewed by the board of directors. Grants are awarded based on academic performance and students financial needs.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0HAIGHT ASHBURY PUBLICATIO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0RELATED ENTITY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0214954
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SOLD P/SHIP INTEREST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0156144
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0NOTE REC.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0214954
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0HAIGHT ASHBURY PUBLICATIO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MBR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SOLD ITS 17.33% INTEREST IN THIS PARTNERSHIP FOR A TOTAL OF $214,954 WHICH WILL BE PAID IN 4 ANNUAL INSTALMENTS . INTEREST ON THE OUTSTANDING BALANCE WILL BE AT 5% PER ANNUM. A FOUNDATION BOARD MEMBER IS A PARTNER AT HAIGHT ASHBURY PUBLICATION PARTNERSHIP
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990ScheduleL/TotalBalanceDueAmt0156144
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0D. SMITH AND A. SMITH ARE RELATEDR. FRANK AND P. FRANK ARE RELATED, AND R. FRANK IS THE MANAGER OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TREASURER WILL REVIEW AND SIGN THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, TAX RETURNS AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST. IN ADDITION, THE ORGANIZATION'S TAX RETURN IS AVAILABLE ON THE GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd0false
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0942923370
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd0true
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.11134
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0INVESTMENT-VARIOUS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SMITH FAMILY HOLDING COMPANY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0856 STANYAN STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0SAN FRANCISCO

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,103,146
Liabilities
$0
Net assets
$1,103,146
Revenue
$230,297
Expenses
$66,821
Net income
$163,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.05$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.06$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.04$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.00$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.23$0.07$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.10$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.44$0.10$0.34
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.10$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.10$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.10$0.08$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.08
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.41$0.07$0.34