Civic Intelligence

May and Stanley Smith Charitable Trust

990T • Fiscal year 2020 • EIN 94-6622075

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 01, 2022

Organization Profile
770 Tamalpais Drive No 309Corte Madera, CA 94925

(415) 332-0166

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

Latest loaded filing

2024

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

Operations Trend

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

Latest loaded filing

2024

Revenue$26,800,622
Expenses$29,465,444
Net Income-$2,664,822
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 1, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
May and Stanley Smith Charitable Trust
EIN
94-6622075
Phone
4153320166
Address
770 TAMALPAIS DRIVE NO 309, CORTE MADERA, CA 94925

Signing Officer

Name
Ruth M Collins
Title
Trustee
Phone
4153320166
Signed
2022-08-01
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 Appendix99 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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IRS1041ScheduleI/AlternativeMinTaxableIncomeAmt0618152
IRS1041ScheduleI/EstateOrTrustShrLessExemptAmt0618152
IRS1041ScheduleI/MaximumCapitalGainsOrNetAmt0169125
IRS1041ScheduleI/TentativeAlternativeMinTaxAmt0169125
IRS990T/BalanceDueAmt0177795
IRS990T/BooksInCareOfDetail/PersonNm0MAY STANLEY SMITH CHARITABLE TR
IRS990T/BooksInCareOfDetail/PhoneNum04153320166
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0770 TAMALPAIS DRIVE SUITE 309
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CORTE MADERA
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IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/GrossProfitAmt01235305
IRS990TScheduleA/GrossReceiptsOrSalesAmt01235305
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt01235305
IRS990TScheduleA/NetOperatingLossDeductionAmt00
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
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IRS990TScheduleA/UBIBeforeNOLDedAmt01235305
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01235305
IRS990T/SpecificDeductionAmt01000
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IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt049200
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IRS990T/TotalTaxComputationAmt0226684
IRS990T/TotalUBTIAmt0617152
IRS990T/TotalUBTIBeforeNOLSpecificAmt0618152
IRS990T/TotalUBTIBeforeSection199AAmt0618152
IRS990T/TotalUBTIComputedAmt01235305
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ReturnHeader/Filer/USAddress/AddressLine1Txt0770 TAMALPAIS DRIVE NO 309
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 CALIFORNIA ST 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04159818766
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ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RUTH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLLINS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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