2024-02-14T09:05:27-06:00 2023-08-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-09-01 954765933 The Michael & Patricia Smith Foundation % MICHAEL J SMITH MICH 3236815571 4427 Woodleigh Lane La Canada CA 91011 MICHAEL J SMITH PRESIDENT 8182489363 2024-02-09 true MICHAEL J SMITH 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 681212 X 0 X 18620 18620 82095 307986 82095 100715 100715 0 7907 7907 1599 18382 18382 9020 9020 36908 7907 27402 239550 239550 276458 7907 266952 -175743 92808 2278 1368 1368 23062 23539 776940 581045 656305 779218 605475 681212 0 0 X 779218 605475 779218 605475 779218 605475 779218 -175743 2000 605475 605475 Publicly-traded Securities 307986 225891 82095 82095 82095 1290 1290 1290 1400 0 1400 X 0 110 110 false false false false false false true true true CA true false false false false true N/A MICHAEL J SMITH 8182489363 3333 FOOTHILL BLVD La Crescenta CA 91214 false false false false true false false false false false false false false false false false false false false false false false Meghan Smith Bender 4427 Woodleigh Lane La Canada CA 91011 Dir 0.0 0 0 0 Kathleen Smith Reichert 4427 Woodleigh Lane La Canada CA 91011 Dir 0.0 0 0 0 Michael J Smith 4427 Woodleigh Lane La Canada CA 91011 Pres, CEO, Dir 2.0 0 0 0 Patricia M Smith 4427 Woodleigh Lane La Canada CA 91011 CFO, Sec, Treas, Dir 2.0 0 0 0 Peter Smith 4427 Woodleigh Lane La Canada CA 91011 Dir 0.0 0 0 0 Tommy Smith 4427 Woodleigh Lane La Canada CA 91011 Dir 0.0 0 0 0 Will Smith 4427 Woodleigh Lane La Canada CA 91011 Dir 0.0 0 0 0 Carolyn Smith Snyder 4427 Woodleigh Lane La Canada CA 91011 Dir 0.0 0 0 0 766217 8115 0 774332 0 774332 11615 762717 38136 38136 1290 1290 36846 2000 38846 38846 266952 0 0 0 0 266952 38846 2020 2019 2018 47979 52129 31554 41380 137821 310863 266952 38846 228106 538969 0 47979 490990 52129 31554 41380 137821 228106 Michael J Smith Patricia M Smith X ANGEL CITY ALLIANCE 2355 WESTWOOD BLVD 1139 LOS ANGELES CA 90064 N/A PC General & Unrestricted 1000 CAMP RONALD MCDONALD FOR GOOD TIMES 1250 LYMAN PL LOS ANGELES CA 90029 N/A PC General & Unrestricted 3000 CAPUCHIN FRANCISCAN ORDER OF CA 1345 CORTEZ AVE BURLINGAME CA 94010 N/A PC Capuchin Food Truck Ministry 1000 CATHOLIC EDUCATION FOUNDATION 3424 WILSHIRE BLVD 3RD FLOOR LOS ANGELES CA 90010 N/A PC 35th Anniversary Celebration 3000 CATHOLIC BIG BROTHERS BIG SISTERS INC 1530 JAMES M WOOD BLVD LOS ANGELES CA 90015 N/A PC Annual Golf Classic 500 CATHOLIC CHARITIES OF LOS ANGELES 1531 JAMES M WOOD BLVD LOS ANGELES CA 90015 N/A PC General & Unrestricted 1000 CHURCH OF THE INCARNATION 121 W GLENOAKS BLVD GLENDALE CA 91202 N/A PC Charitable Event 1500 CRISTO REY SAN JOSE HIGH SCHOOL 1389 E SANTA CLARA ST SAN JOSE CA 95116 N/A PC General & Unrestricted 4000 DOLORES MISSION 171 S GLESS ST LOS ANGELES CA 90033 N/A PC General & Unrestricted 2000 DOMINICAN SISTERS OF MISSION SAN JOSE FOUNDATION 43326 MISSION CIR FREMONT CA 94539 N/A PC General & Unrestricted 5000 ELITE SPORTS ACADEMY 0677 SW LOWELL 657 PORTLAND OR 97239 N/A PC General & Unrestricted 1000 FATHER KENS VINEYARD INC PO BOX 808 GRAEAGLE CA 96103 N/A PC General & Unrestricted 2000 FLINTRIDGE SACRED HEART ACADEMY 440 SAINT KATHERINE DR LA CANADA CA 91011 N/A PC Celestial Celebration 2500 FLINTRIDGE SACRED HEART ACADEMY 440 SAINT KATHERINE DR LA CANADA CA 91011 N/A PC Scholarship Fund 8000 GOOD SHEPHERD GRACENTER 1310 BACON ST SAN FRANCISCO CA 94134 N/A PC General & Unrestricted 1000 HOLY FAMILY CATHEDRAL SCHOOL 530 S GLASSELL ST ORANGE CA 92866 N/A PC Scholarship Fund 24000 HOLY FAMILY CATHEDRAL SCHOOL 530 S GLASSELL ST ORANGE CA 92866 N/A PC Scholarship fund 16000 HOLY FAMILY CATHEDRAL SCHOOL 530 S GLASSELL ST ORANGE CA 92866 N/A PC Charitable Event 1500 HOMEBOY INDUSTRIES 130 W BRUNO ST LOS ANGELES CA 90012 N/A PC General & Unrestricted 1000 IGNATIUS HOUSE THE NOVITIATE OF THE US WEST PROVIN PO BOX 5166 CULVER CITY CA 90231 N/A PC General & Unrestricted 2500 JESUIT COMMUNITY AT LOYOLA UNIVERSITY PO BOX 45041 LOS ANGELES CA 90045 N/A PC General & Unrestricted 4000 JESUIT RESTORATIVE JUSTICE INITIATIVE 9309 RAYO AVE SOUTH GATE CA 90280 N/A PC Charitable Event 750 KINO BORDER INITIATIVE PO BOX 159 NOGALES AZ 85628 N/A PC General & Unrestricted 2000 L-ARCHE WAVECREST PO BOX 4789 ORANGE CA 92863 N/A PC Charitable Event 500 LIFEISSOCALGOOD LLC - LIFESOCAL PO BOX 250 LA CANADA CA 91012 N/A PC CS4 Life 2022 - Life and Science 500 LOYOLA HIGH SCHOOL OF LOS ANGELES 1901 VENICE BLVD LOS ANGELES CA 90006 N/A PC Scholarship Fund 8000 LOYOLA MARYMOUNT UNIVERSITY 1 LMU DR STE 2800 LOS ANGELES CA 90045 N/A PC LMU Men's Basketball Tip Off Club 5000 MAALGO PROJECT 566 S GLASSELL ST ORANGE CA 92866 N/A PC Wells 1000 MAGGIES PLACE INC 4001 N 30TH ST PHOENIX AZ 85016 N/A PC General & Unrestricted 1000 MAYFIELD SENIOR SCHOOL OF THE HOLY CHILD JESUS 500 BELLEFONTAINE ST PASADENA CA 91105 N/A PC Scholarship fund 2500 NETWORK OF COMMUNITY ENTREPRENEURS 466 FOOTHILL BLVD 320 LA CANADA FLINTRIDGE CA 91011 N/A PC General & Unrestricted 1000 OUR LADY ASSUMPTION 3175 TELEGRAPH RD VENTURA CA 93003 N/A PC General & Unrestricted 3000 OUR LADY OF GUADALUPE CATHOLIC PARISH IN SAN DIEGO 1770 KEARNEY AVE SAN DIEGO CA 92113 N/A PC General & Unrestricted 1000 POOR OF JESUS CHRIST 412 S MISSION DR SAN GABRIEL CA 91776 N/A PC General & Unrestricted 2000 RIGHT TO LIFE LEAGUE OF SOUTHERN CALIFORNIA 2118 SEVILLE AVE NEWPORT BEACH CA 92661 N/A PC Beautiful Life Courageous Gala 1000 ROMAN ARCHBISHOP OF LOS ANGELES A CORPORATION SOLE 3424 WILSHIRE BLVD 6TH FL DEVELOPME LOS ANGELES CA 90010 N/A PC Cardinal's Award for Good Shepherds Center & Good shepherd shelter 20000 ROMAN ARCHBISHOP OF LOS ANGELES A CORPORATION SOLE 3424 WILSHIRE BLVD 6TH FL DEVELOPME LOS ANGELES CA 90010 N/A PC Prayer Breakfast 500 ROMAN CATHOLIC BISHOP OF SAN BERNARDINO 1201 E HIGHLAND AVE SAN BERNARDINO CA 92404 N/A PC Light Of Hope 1000 SISTERS OF SAINT JOSEPH OF CARONDELET 4001 W 7TH ST LOS ANGELES CA 90005 N/A PC St. Joseph Worker Program 1000 SISTERS OF ST JOSEPH MINISTRIAL SERVICES 4001 W 7TH ST LOS ANGELES CA 90005 N/A PC St. Joseph Worker Program 1000 SISTERS OF ST JOSEPH MINISTRIAL SERVICES 4001 W 7TH ST LOS ANGELES CA 90005 N/A PC General & Unrestricted 2500 SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION 324 MIDDLEFIELD RD MENLO PARK CA 94025 N/A PC General & Unrestricted 1800 ST BEDE CATHOLIC SCHOOL 4524 CROWN AVE LA CANADA FLT CA 91011 N/A PC Scholarship Fund 55000 ST BEDE THE VENERABLE CATHOLIC CHURCH 215 FOOTHILL BLVD LA CANADA CA 91011 N/A PC Anew Campaign 3000 ST BEDE THE VENERABLE CATHOLIC CHURCH 215 FOOTHILL BLVD LA CANADA CA 91011 N/A PC Together in Mission 2000 ST ELIZABETH ANN SETON CHURCH 1835 LARKVANE RD ROWLAND HGHTS CA 91748 N/A PC General & Unrestricted 3000 ST FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE 200 FOOTHILL BLVD LA CANADA CA 91011 N/A PC Scholarship Fund 3500 ST JOHN CHRYSOSTOM CATHOLIC CHURCH 546 E FLORENCE AVE INGLEWOOD CA 90301 N/A PC General & Unrestricted 7000 ST JOHNS SEMINARY 5012 SEMINARY RD CAMARILLO CA 93012 N/A PC Charitable Event 1000 ST JOHNS SEMINARY 5012 SEMINARY RD CAMARILLO CA 93012 N/A PC Annual Gala 5000 ST LAWRENCE OF BRINDISI 10122 COMPTON AVE LOS ANGELES CA 90002 N/A PC General & Unrestricted 6000 ST MARYS CATHOLIC CHURCH 7215 NEWLIN AVE WHITTIER CA 90602 N/A PC General & Unrestricted 3000 ST ODILIA SCHOOL 5300 HOOPER AVE LOS ANGELES CA 90011 N/A PC Adopt-A-Student 500 ST RAPHAEL 942 W 70TH ST LOS ANGELES CA 90044 N/A PC General & Unrestricted 2000 ST RAPHAEL CATHOLIC SCHOOL 924 W 70TH ST LOS ANGELES CA 90044 N/A PC Adopt-A-Student 500 UNITED STATES CATHOLIC CONFERENCE 2109 SICHEL ST LOS ANGELES CA 90031 N/A PC Charitable Event 500 USA WEST PROVINCE SOCIETY OF JESUS - JESUITS WEST PO BOX 68 LOS GATOS CA 95031 N/A PC General & Unrestricted 3000 WELLES REMY CROWTHER CHARITABLE TR PO BOX 780 NYACK NY 10960 N/A PC General & Unrestricted 1000 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758516 TOPEKA KS 66675 N/A PC General & Unrestricted 1000 239550 14 18620 18 82095 100715 100715 false false false false false false false false false false AMERICAN FUNDS SMALLCAP WORLD 48142 68536 CALVERT ULTRA SHORT INCOME FUN 15676 15363 EAGLE GROWTH & INCOME TRUST CL 90997 100631 GLOBAL X NEXT EMERGING AND FRO 14096 12505 MFS INTL INTRINSIC VALUE FD I 93368 102895 MSIF FRONTIER EMERGING MKTS PO 18752 14713 NEW WORLD FUND, INC (F2) 53370 69953 PIMCO INCOME FUND P CLASS 92439 78725 PUTNAM SHORT DURATION INCOME F 10831 10830 SPDR S&P GLOBAL NATURAL RESOUR 37072 47368 VANGUARD DIVIDEND GROWTH FD 76044 101526 VANGUARD FTSE DEVELOPED MARKET 30258 33260 23062 23539 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending August 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $239,550. This amount represents 25% or more of the Foundation's net assets of $895,822 (as measured by fair market value) at the beginning of the Foundation's taxable year ending August 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 8945 8945 State or Local Filing Fees 75 75 RETURNED GRANT 2000 Investment Management Services 7907 7907 990-PF Estimated Tax for 2023 1400 990-PF Excise Tax for 2022 199