Civic Intelligence

May and Stanley Smith Charitable Trust

990T • Fiscal year 2022 • EIN 94-6622075

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profile
770 Tamalpais Drive 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

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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, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
May and Stanley Smith Charitable Trust
EIN
94-6622075
Phone
4153320166
Address
770 TAMALPAIS DRIVE 309, CORTE MADERA, CA 94925

Signing Officer

Name
Ruth M Collins
Title
Trustee
Phone
4153320166
Signed
2023-11-14
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 Appendix91 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
IRS990T/BooksInCareOfDetail/PersonNm0MAY STANLEY SMITH CHARITABLE TR
IRS990T/BooksInCareOfDetail/PhoneNum04153320166
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0770 TAMALPAIS DRIVE SUITE 309
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CORTE MADERA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd094925
IRS990T/BookValueAssetsEOYAmt0403106887
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt0164079
IRS990T/OverpaymentSection/OverpaymentAmt0164079
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0164079
IRS990TScheduleA/GrossProfitAmt0-497701
IRS990TScheduleA/GrossReceiptsOrSalesAmt0-497701
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0-497701
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523900
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-497701
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-497701
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt0-497701
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-497701
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0164079
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUTH M COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04153320166
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAY AND STANLEY SMITH CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MAYA
ReturnHeader/Filer/EIN0946622075
ReturnHeader/Filer/PhoneNum04153320166
ReturnHeader/Filer/USAddress/AddressLine1Txt0770 TAMALPAIS DRIVE 309
ReturnHeader/Filer/USAddress/CityNm0CORTE MADERA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094925
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942186350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALEGARI & MORRIS ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 CALIFORNIA ST 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04159818766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C CUNEO
ReturnHeader/ReturnTs02023-11-14T16:40:06-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RUTH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COLLINS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • 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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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