Civic Intelligence

May and Stanley Smith Charitable Trust

EIN 94-6622075 • Larkspur, CA

101 Larkspur Landing Circle 223Larkspur, CA 94939
Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.35x

Higher debt load relative to revenue than 43% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

14th percentile

-9.9%

Higher net margin than 14% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$415,919

Higher top officer pay than 63% of similar nonprofits.

$250M-$1B nonprofits • Source year 2022

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

167%

Faster revenue growth than 95% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$456,083,110

Up $27,085,769 (+6.3%) from 2023

Liabilities

Up

$9,430,406

Up $586,345 (+6.6%) from 2023

Net Assets

Up

$446,652,704

Up $26,499,424 (+6.3%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin14th percentile

Revenue

Up

$26,800,622

Up $16,768,374 (+167%) from 2023

Expenses

Up

$29,465,444

Up $1,291,876 (+4.6%) from 2023

Net Income

Up

-$2,664,822

Up $15,476,498 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$600M$400M$200M$0Assets 2011: $351,353,477Liabilities 2011: $5,217,2482011Assets 2012: $382,829,183Liabilities 2012: $3,217,5052012Assets 2013: $437,234,593Liabilities 2013: $5,511,3372013Assets 2014: $442,156,485Liabilities 2014: $5,838,0192014Assets 2015: $409,432,166Liabilities 2015: $5,396,1382015Assets 2019: $479,457,967Liabilities 2019: $9,774,4472019Assets 2020: $490,127,774Liabilities 2020: $11,107,720Net Assets 2020: $479,020,0542020Assets 2021: $511,123,367Liabilities 2021: $11,764,168Net Assets 2021: $499,359,1992021Assets 2022: $403,106,887Liabilities 2022: $8,964,665Net Assets 2022: $394,142,2222022Assets 2023: $428,997,341Liabilities 2023: $8,844,061Net Assets 2023: $420,153,2802023Assets 2024: $456,083,110Liabilities 2024: $9,430,406Net Assets 2024: $446,652,7042024

Highlighted filing

2024

Assets$456,083,110
Liabilities$9,430,406
Net Assets$446,652,704
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$100M$50M$0-$50M-$100MRevenue 2011: $68,148,455Expenses 2011: $16,089,807Net Income 2011: $52,058,6482011Revenue 2012: $7,950,575Expenses 2012: $13,261,328Net Income 2012: -$5,310,7532012Revenue 2013: $24,136,826Expenses 2013: $18,631,417Net Income 2013: $5,505,4092013Revenue 2014: $41,423,276Expenses 2014: $22,416,439Net Income 2014: $19,006,8372014Revenue 2015: $45,303,190Expenses 2015: $22,695,235Net Income 2015: $22,607,9552015Revenue 2019: $29,798,350Expenses 2019: $27,535,924Net Income 2019: $2,262,4262019Revenue 2020: $29,599,485Expenses 2020: $31,852,658Net Income 2020: -$2,253,1732020Revenue 2021: $63,698,054Expenses 2021: $39,537,786Net Income 2021: $24,160,2682021Revenue 2022: -$27,022,026Expenses 2022: $31,707,483Net Income 2022: -$58,729,5092022Revenue 2023: $10,032,248Expenses 2023: $28,173,568Net Income 2023: -$18,141,3202023Revenue 2024: $26,800,622Expenses 2024: $29,465,444Net Income 2024: -$2,664,8222024

Highlighted filing

2024

Revenue$26,800,622
Expenses$29,465,444
Net Income-$2,664,822
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$456,083,110
Liabilities
$9,430,406
Net assets
$446,652,704
Revenue
$26,800,622
Expenses
$29,465,444
Net income
-$2,664,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$456$9.43$447$26.8$29.5$2.66
2023Detailed filing. Detailed filing data is available for this year.$429$8.84$420$10.0$28.2$18.1
2022Detailed filing. Detailed filing data is available for this year.$403$8.96$394$27.0$31.7$58.7
2021Detailed filing. Detailed filing data is available for this year.$511$11.8$499$63.7$39.5$24.2
2020Detailed filing. Detailed filing data is available for this year.$490$11.1$479$29.6$31.9$2.25
2019Summary only. Only limited summary data is available for this year.$479$9.77$29.8$27.5$2.26
2015Summary only. Only limited summary data is available for this year.$409$5.40$45.3$22.7$22.6
2014Summary only. Only limited summary data is available for this year.$442$5.84$41.4$22.4$19.0
2013Summary only. Only limited summary data is available for this year.$437$5.51$24.1$18.6$5.51
2012Summary only. Only limited summary data is available for this year.$383$3.22$7.95$13.3$5.31
2011Summary only. Only limited summary data is available for this year.$351$5.22$68.1$16.1$52.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SMITHCEOFT$433,177$60,678$493,855
RUTH M COLLINSTrusteePT$125,000-$125,000
DAVID C CUNEOTrusteePT$125,000-$125,000
DANIEL F PIOMBOTrusteePT$125,000-$125,000
Filing and Contact Details

Filer

Filer Name
May and Stanley Smith Charitable Trust
EIN
94-6622075
Phone
4153320166
Address
101 LARKSPUR LANDING CIRCLE 223, LARKSPUR, CA 94939

Signing Officer

Name
Ruth M Collins
Title
Trustee
Phone
4153320166
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Calegari & Morris Accountants
Address
650 CALIFORNIA ST 3RD FLOOR, SAN FRANCISCO, CA 94108
Preparer
David C Cuneo
Phone
4159818766
Raw XML AppendixShowing 400 of 552 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt155801
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING FEES
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0MAY WONG SMITH TRUST CO SCHOOL OF ECONOMICS & FINANCE UNIV OF ST ANDREWS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt012/16/2024 ANNUAL ER REPORT
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02011-11-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO ESTABLISH A PERMANENT ENDOWMENT FUND TO FURTHER THE MISSION OF THE MAY WONG SMITHTRUST: ESTABLISHING AND MAINTAINING ST. LEONARD'S COLLEGE AS PART OF THE UNIVERSITY OF ST.ANDREWS, AND PROVIDING FELLOWSHIPS, SCHOLARSHIPS, AND PRIZES TO STUDENTS IN THE UNIVERSITYOF ST. ANDREWS, ASSISTING SUCH STUDENTS FINANCIALLY AND GENERALLY LOOKING AFTER THEIR WELFARE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE FOUNDATION REVIEWED THE GRANT REPORT OF 12/16/2024 BUT DID NOT UNDERTAKE ANYVERIFICATION OF THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT ITS ACCURACY ORRELIABILITY (REG. 53.4945-5(C)).
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt02024 RELATED PARTY FOOTNOTE:
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0A TRUSTEE OF THE TRUST IS AN OFFICER IN THE COMPANY THAT PROVIDES TAX RETURN PREPARATION SERVICES TO THE TRUST. THE COMPANY WAS PAID $29,602 IN 2024. THE TRUST PROVIDES ADMINISTRATIVE SERVICES TO ANOTHER RELATED PARTYTRUST WHICH SHARES ONE TRUSTEE WITH THE TRUST. THE PAYMENT OF COMPENSATION TO THIS DISQUALIFIED PERSON FOR PERSONAL SERVICES IS REASONABLE AND NECESSARY IN CARRYING OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION AND ARE NOT CONSIDERED ACTS OF SELF DEALING.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1DIRECTOR OF GRANTS M
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PROGRAMS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194939
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd494939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RELEVANT WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt02236881
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MILL VALLEY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3433177
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RUTH M COLLINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID C CUNEO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3WILLIAM SMITH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094939
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd01
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MAY STANLEY SMITH CHARITABLE TR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0101 LARKSPUR LANDING CIRCLE SUITE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0223
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094939
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04153320166
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SMITHCT.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE WEBSITE FOR APPLICATION GUIDELINES: WWW.SMITHCT.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM SMITH WEBSITE WWWSMITHCTORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04153320166
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094939
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PARTICULAR INTERESTS: FOSTER CHILDREN AND YOUTH, MILITARY VETERANS AND THEIR FAMILIES, ELDERS: ADULTS OVER AGE 60, PEOPLE WITH DISABILITIES: ADULTS AND YOUTH TRANSITIONING TO ADULTHOOD LIVING WITH PHYSICAL, INTELLECTUAL, OR DEVELOPMENTAL DISABILITIES. GEOGRAPHIC AREA SERVED: WESTERN REGION OF THE UNITED STATES; BRITISH COLUMBIA, CANADA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt08395000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd094925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08575000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1-8007500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt218991726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GRANTS APPROVED IN 2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GRANTS APPROVED IN PRIOR YEARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VARIOUS ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PAYABLE IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PAID IN 2024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FUTURE YEARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1INCLUDED ABOVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DETAILS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA

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