Civic Intelligence

Cyril Smith Tr

990 • Fiscal year 2018 • EIN 94-6346471

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

Organization Profile
PO Box 2535Saratoga, CA 95070

(650) 996-2075

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$7,484

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

1.7%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,189,802

Up $52,990 (+1.7%) from 2017

Net Assets

Up

$3,189,802

Up $52,990 (+1.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin77th percentile

Revenue

Up

$137,243

Up $164,298 (+607%) from 2017

Expenses

Down

$106,229

Down $34,802 (-25%) from 2017

Net Income

Up

$31,014

Up $199,100 (+118%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,081,012Liabilities 2015: $0Net Assets 2015: $3,081,0122015Assets 2016: $3,253,416Liabilities 2016: $0Net Assets 2016: $3,253,4162016Assets 2017: $3,136,812Liabilities 2017: $0Net Assets 2017: $3,136,8122017Assets 2018: $3,189,802Liabilities 2018: $0Net Assets 2018: $3,189,8022018Assets 2019: $3,306,712Liabilities 2019: $0Net Assets 2019: $3,306,7122019

Highlighted filing

2018

Assets$3,189,802
Liabilities$0
Net Assets$3,189,802
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KRevenue 2015: $184,662Expenses 2015: $173,198Net Income 2015: $11,4642015Revenue 2016: $191,843Expenses 2016: $173,358Net Income 2016: $18,4852016Revenue 2017: -$27,055Expenses 2017: $141,031Net Income 2017: -$168,0862017Revenue 2018: $137,243Expenses 2018: $106,229Net Income 2018: $31,0142018Revenue 2019: $112,264Expenses 2019: $88,619Net Income 2019: $23,6452019

Highlighted filing

2018

Revenue$137,243
Expenses$106,229
Net Income$31,014
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.0
Gross Receipts
$951,979
Mission and Program Overview

Mission

Provide scholarships to students per the will and testament of cyril smith

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,136,812$3,189,802▲ $52,990
Investments in Publicly Traded Securities$2,831,231$2,805,906▼ $25,325
Savings and Temporary Cash Investments$305,581$383,896▲ $78,315
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,136,812$3,189,802▲ $52,990
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,136,812$3,189,802▲ $52,990
Total Liabilities and Net Assets / Fund Balance$3,136,812$3,189,802▲ $52,990
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
Caroline M SchuylerCo Trustee$7,484$7,484
David C WintonCo Trustee$7,484$7,484

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$137,243
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$31,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,050
Other Expenses$31,211
Salaries, Compensation, and Employee Benefits$14,968
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,050--$60,050
Fees for Service Investment Mgmnt Fees$0$16,158$0$16,158
Current Officers, Directors, Trustees, and Key Employees$0$14,968$0$14,968
Fees for Services Accounting$0$8,000$0$8,000
Insurance$0$6,893$0$6,893
Other Expenses$0$10$0$10
Total Functional Expenses$60,050$46,179$0$106,229
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquette UniversityMilwaukee, WI-Student Scholarship$8,716
Csu FresnoFresno, CA-Student Scholarship$7,000
Csu Long BeachLong Beach, CA-Student Scholarship$7,000
California Polytechnic State UniversitySan Luis Obispo, CA-Student Scholarship$6,000
University of Ca-davisDavis, CA-Student Scholarship$6,000
University of Ca-mercedMerced, CA-Student Scholarship$5,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
Yes
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, Section A, Line 9

“Caroline schuyler, po box 2535, saratoga ca 95070; david winton, 43 estrella way, novato ca 94945; sean gissal, marquette university, stratz tower, room m215g, 1250 w wisconsin ave, milwaukee wi 53233”

Form 990, Part VI, Section B, Line 11B

“Preliminary report is created. Trustee members review the tax report before bookkeeper files to irs.”

Form 990, Part VI, Section B, Line 15

“Two trustees (c. Shuyler and d. Winton) received trustee fees based on percentage of earnings from investments in the previous fiscal year.”

Form 990, Part VI, Section C, Line 19

“Any existing document and information the trust keeps are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cyril Smith Trust
EIN
94-6346471
Phone
6509962075
Address
PO BOX 2535, SARATOGA, CA 95070

Signing Officer

Name
Janet Riley
Title
Bookkeeper
Phone
2093816725
Signed
2018-11-13

Organization Details

Principal Officer
Caroline M Schuyler
Formed
1966
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0
Raw XML AppendixShowing 400 of 511 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIPS TO STUDENTS PER THE WILL AND TESTAMENT OF CYRIL SMITH
IRS990/AllOtherContributionsAmt00
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Merced County Office of Education
IRS990/BooksInCareOfDetail/PhoneNum02093816725
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0632 WEST 13TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MERCED
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095341
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014968
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014968
IRS990/CompDisqualPersonsGrp/FundraisingAmt00
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt00
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt060050
IRS990/CYInvestmentIncomeAmt0137243
IRS990/CYOtherExpensesAmt031211
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt031014
IRS990/CYSalariesCompEmpBnftPaidAmt014968
IRS990/CYTotalExpensesAmt0106229
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0137243
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0UTILIZED INVESTMENT FUNDS AND INCOME TO PROVIDE SCHOLARSHIPS TO MARQUETTE UNIVERSITY AS REQUIRED BY THE CYRIL SMITH TRUST INSTRUMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt08716
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt08000
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016158
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016158
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt00
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt33
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0MARQUETTE UNIVERSITY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1MERCED COUNTY BOARD OF EDUCATION
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0CAROLINE M SCHUYLER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID C WINTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt07484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt057062
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt060050
IRS990/GrantsToDomesticOrgsGrp/TotalAmt060050
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0871798
IRS990/GrossReceiptsAmt0951979
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06893
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt06893
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt080181
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080181
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02831231
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02805906
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0814736
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SCHOLARSHIPS TO STUDENTS PER THE WILL AND TESTAMENT OF CYRIL SMITH
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03136812
IRS990/NetAssetsOrFundBalancesEOYAmt03189802
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt057062
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt057062
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021976
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CA ATTORNEY GENERAL
IRS990/OtherExpensesGrp/Desc1CA FRANCHISE TAX BOARD
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0150
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt0150
IRS990/OtherExpensesGrp/TotalAmt110
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CAROLINE M SCHUYLER
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED SCHOLARSHIPS TO 16 STUDENTS PURSUING HIGHER EDUCATION DEGREES AND OR PROFESSIONAL CERTIFICATES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt051334
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt087453
IRS990/PYInvestmentIncomeAmt033137
IRS990/PYOtherExpensesAmt036386
IRS990/PYOtherRevenueAmt0-60192
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-168086
IRS990/PYSalariesCompEmpBnftPaidAmt017192
IRS990/PYTotalExpensesAmt0141031
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-27055
IRS990/ReconcilationRevenueExpnssAmt031014
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03136812
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03189802
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0305581
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0383896
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0STUDENTS APPLY FOR SCHOLARSHIPS. WHEN THE SCHOLARSHIPS ARE AWARDED TO THE STUDENTS, THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE SCHOOL THE STUDENT IS ATTENDING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST IS MADE UP OF FOUR TRUSTEES. ONE TRUSTEE REPRESENTS MARQUETTE UNIVERSITY AND ANOTHER THE MERCED SCHOLARSHIPS FUND. THE FOUR TRUSTEES REVIEW AND DETERMINE INVESTMENT CHOICES, SCHOLARSHIP AMOUNTS, POLICIES AND ALL OTHER GOVERNANCE DECISIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2CYRIL SMITH TRUST WAS FORMED FOR THE BENEFIT OF PROVIDING COLLEGE SCHOLARSHIPS FOR STUDENTS WHO ATTENDED MARQUETTE UNIVERSITY AND STUDENTS WHO GRADUATED FROM HIGH SCHOOLS IN MERCED, CALIFORNIA. CRITERIA AND SELECTION OF MERCED SCHOLARSHIPS ARE DONE THROUGH THE VIRGINIA SMITH FAMILY TRUST. MARQUETTE UNIVERSITY IS A DESIGNATED SCHOOL WHOSE PRIMARY FUNCTION IS TO PROVIDE FORMAL HIGHER EDUCATION INSTRUCTIONS AND HAS ENROLLED STUDENTS, FACULTIES AND CURRICULUM. VIRGINIA SMITH TRUST RECEIVED IRS DESIGNATION AS 509(A)(3) ON NOVEMBER 21, 1991. PER VIRGINIA SMITH FAMILY TRUST'S GOVERNING DOCUMENTS, ITS MAIN PURPOSE IS TO "MAKE TO STUDENTS WHO, AS RESIDENTS OF MERCED COUNTY, HAVE ATTENDED A PUBLIC HIGH SCHOOL IN THE CITY OF MERCED FOR A MINIMUM OF THREE YEARS."
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section A, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part V, Line 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt012
IRS990ScheduleA/SupportedOrganizationsTotalCnt012
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390806251
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1204927897
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2946003272
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3952081258
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4931150363
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5330373293
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6946002123
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7946036494
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8956006143
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9240033958
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10956006144
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11941539563
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd70
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd81
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd90
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd101
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd111
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd42
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd52
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd62
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd72
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd82
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd92
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd102
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd112
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt100
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt110
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08716
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt16000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt27000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt33500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt47000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt53500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt65000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt76000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt81334
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt95500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt103500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt113000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MARQUETTE UNIVERSTIY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CALIFORNIA POLYTECHNIC STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CSU FRESNO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3CSU FULLERTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4CSU LONG BEACH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5SAN DIEGO STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6UNIVERSITY OF CA-BERKELEY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7UNIVERSITY OF CA-DAVIS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8UNIVERSITY OF CA-LOS ANGELES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9UNIVERSITY OF CA-MERCED
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt10UNIVERSITY OF CA-SAN DIEGO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt11UNIVERSITY OF CA-SANTA CRUZ
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt060050
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt08716
IRS990ScheduleI/RecipientTable/CashGrantAmt17000
IRS990ScheduleI/RecipientTable/CashGrantAmt27000
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt46000
IRS990ScheduleI/RecipientTable/CashGrantAmt55500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1STUDENT SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2STUDENT SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3STUDENT SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4STUDENT SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5STUDENT SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARQUETTE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CSU FRESNO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CSU LONG BEACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CALIFORNIA POLYTECHNIC STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF CA-DAVIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF CA-MERCED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0CASIERING SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1CENTER FOR SCHOLARSHIP INFORMATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2FINANCIAL AID OFFICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt3FINANCIAL AID OFFICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt4OFFICE OF FINANCIAL AID & SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientEIN0390806251
IRS990ScheduleI/RecipientTable/RecipientEIN1946003272
IRS990ScheduleI/RecipientTable/RecipientEIN2931150363
IRS990ScheduleI/RecipientTable/RecipientEIN3204927897
IRS990ScheduleI/RecipientTable/RecipientEIN4946036494
IRS990ScheduleI/RecipientTable/RecipientEIN5240033958
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1881
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15150 N MAPLE AVE JA58
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21250 BELLFLOWER BLVD USU 238
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3ADMIN BUILDING ROOM 21
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4ONE SHIELDS AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5KOLLIGAN LIBRARY ROOM 112
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0ZILBER HALL 205

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,189,802
Liabilities
$0
Net assets
$3,189,802
Revenue
$137,243
Expenses
$106,229
Net income
$31,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.11$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.14$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.03$0.14$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.19$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.18$0.17$0.01