2024-05-28T09:21:07-04:00 2023-12-31 382771156 FISHER SPIEGEL KUNKLE & GERBER PLLC 350 E MICHIGAN AVE STE 510 KALAMAZOO MI 49007 990PF 2023-01-01 205002466 SMITH FAMILY LEGACY FOUNDATION SMIT 3013014465 PO BOX 861 MORRISON CO 804650861 CHARLES A SMITH PRESIDENT 2024-05-20 true CHARLES SMITH 999009999 true DORIS J KUNKLE P00377822 2693538000 2024-05-28 2023 2023-04-26 12:10:37Z X 5040799 X 15461 97251 97251 40894 1490752 40894 111 111 153717 138256 9050 9050 18727 18727 27777 27777 0 227500 227500 255277 27777 227500 -101560 110479 4183 4183 66667 66667 2949102 2548916 4969949 2949102 2619766 5040799 217500 217500 0 X 2731602 2619766 2731602 2619766 2949102 2619766 2731602 -101560 2630042 10276 2619766 SEE CHARLES SCHWAB ST P 1397094 1375706 21388 21388 SEE CHARLES SCHWAB LT P 93658 74152 19506 19506 40894 21388 1536 1536 1536 11731 11731 10195 10195 false false false false false false false true true CO false false false false false true N/A CHARLES A SMITH 3013014465 14074 W CORNELL AVE LAKEWOOD CO 80228 false false false false false false false false false false false false false false false false false false false false CHARLES A SMITH 14074 W CORNELL AVE LAKEWOOD CO 80228 PRESIDENT 000.00 0 0 0 PAULA E RIGGI 16609 PARK LANE WAYZATA MN 55391 VICE PRESIDE 000.00 0 0 0 KAYVON RIGGI 16609 PARK LANE WAYZATA MN 55391 DIRECTOR 000.00 0 0 0 KAYLEE RIGGI 16609 PARK LANE WAYZATA MN 55391 DIRECTOR 000.00 0 0 0 MARIAH RIGGI 16609 PARK LANE WAYZATA MN 55391 SECR/TREAS 000.00 0 0 0 NONE NONE N/A 4390434 261547 1033208 5685189 5685189 85278 5599911 279996 279996 1536 1536 278460 278460 278460 227500 227500 278460 227034 227500 227034 466 277994 CHARLES A SMITH PAULA RIGGI X BEST FRIENDS ANIMAL SOCIETY BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD 5001 ANGEL CANYON ROAD KANAB UT 84741 NONE PUBLIC GENERAL 6000 CHARITY NAVIGATOR CHARITY NAVIGATOR PO BOX 6002 PO BOX 6002 BELLMAWR NJ 080996002 NONE PUBLIC GENERAL 1000 DANA FARBER CANCER INSTITUTE DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE 450 BROOKLINE AVE BOSTON MA 02215 NONE PUBLIC GENERAL 19000 DOCTORS WITHOUT BORDERS DOCTORS WITHOUT BORDERS 40 RECTOR STREET FL 16 40 RECTOR STREET FL 16 NEW YORK NY 100061705 NONE PUBLIC GENERAL 19000 ENVIRONMENTAL DEFENSE FUND ENVIRONMENTAL DEFENSE FUND 257 PARK AVE SOUTH FL 17 257 PARK AVE SOUTH FL 17 NEW YORK NY 100061705 NONE PUBLIC GENERAL 12000 EQUAL JUSTICE INITIATIVE EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PUBLIC GENERAL 7000 FEEDING AMERICA FEEDING AMERICA 161 N CLARK ST STE 700 161 N CLARK ST STE 700 CHICAGO IL 60601 NONE PUBLIC GENERAL 20000 FISHER HOUSE FOUNDATION FISHER HOUSE FOUNDATION PO BOX 2229 PO BOX 2229 ROCKVILLE MD 208479906 NONE PUBLIC GENERAL 10000 FOS FEMINISTA FOS FEMINISTA 125 MAIDEN LANE 9TH FL 125 MAIDEN LANE 9TH FL NEW YORK NY 10038 NONE PUBLIC GENERAL 20000 HOMES FOR OUR TROOPS HOMES FOR OUR TROOPS 6 MAIN STREET 6 MAIN STREET TAUNTON MA 02780 NONE PUBLIC GENERAL 10000 INTERNATIONAL RESCUE COMMITTEE INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND ST 122 EAST 42ND ST NEW YORK NY 101681289 NONE PUBLIC GENERAL 19000 JED FOUNDATION JED FOUNDATION PO BOX 60174 PO BOX 60174 BROOKLYN NY 11206 NONE PUBLIC GENERAL 8000 JOSLIN DIABETES CENTER JOSLIN DIABETES CENTER ONE JOSLIN PLACE ONE JOSLIN PLACE BOSTON MA 02215 NONE PUBLIC LAWTON SMITH FUND 10000 LAND CONSERVANCY OF W MI LAND CONSERVANCY OF W MI 400 ANN STREET NW STE 10 400 ANN STREET NW STE 10 GRAND RAPIDS MI 49504 NONE PUBLIC GENERAL 12000 NATURE CONSERVANCY NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 222031606 NONE PUBLIC GENERAL 10000 POPULATION CONNECTION POPULATION CONNECTION 2120 L ST NW STE 500 2120 L ST NW STE 500 WASHINGTON DC 20037 NONE PUBLIC GENERAL 12000 PRETTY LAKE CAMP PRETTY LAKE CAMP 9123 W Q AVE 9123 W Q AVE MATTAWAN MI 49071 NONE PUBLIC GENERAL 6000 WATERORG WATERORG 117 W 20TH ST STE 203 117 W 20TH ST STE 203 KANSAS CITY MO 641081909 NONE PUBLIC GENERAL 14000 WORLD CENTRAL KITCHEN WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PUBLIC GENERAL 12500 227500 14 97251 14 111 14 40894 138256 138256 false false false false false false false false false false X X 1 PAULA RIGGI 16609 PARK LANE WAYZATA MN 55391 10461 X 2 KAYLEE RIGGI 16609 PARK LANE WAYZATA MN 55391 5000 X 1 54 APPLE COMPANY 10461 2023-07-18 ACCOUNTING FEES 9050 9050 A NONPROFIT ORGANIZATION THAT FILES FEDERAL FORM 990 IS NOT REQUIRED TO FILE A COLORADO INCOME TAX RETURN UNLESS IT HAS UNRELATED BUSINESS TAXABLE INCOME (UBTI) DURING THE TAX YEAR. COLORADO DOES NOT REQUIRE A COPY OF THE FEDERAL FORM 990 TO BE SUBMITTED TO THE STATE. ABBOTT LABS 27044 57787 ABBVIE 59172 85233 ACI WORLDWIDE 84108 107100 ADOBE SYSTEMS 1516 134235 ADVANCED MICRO DEVICES 18839 114243 ADYEN ADR 19473 16100 AES CORP 64893 81812 AFFILIATED MANAGERS 26111 56782 AKAMAI TECH 67621 76928 ALL 5.65% PERP 04/15/23 ALPHABET CL A 12036 55876 ALPHABET CL C 8558 70465 AMAZON.COM 54929 91164 AMETEK 18811 57711 AMPHENOL CORP CL A 23788 29739 ANALOG DEVICES 43617 79424 APPLE 3600 202927 ASSOCIATED B 5.625% PFD 23842 30000 AVANTOR 13000 14839 BALL 25726 28760 BAC 6% PERPETUAL 25841 24820 BOEING CO 20783 39099 CATALENT INC CHARLES SCHWAB 58780 86000 CROWDSTRIKE HOLDINGS 12132 25532 DATADOG INC 9484 15172 DISCOVER FINANCIAL 10752 19670 ECOLAB 38707 49587 ENBRIDGE 4.959% FIXED/FLOAT 10750 19040 ENVISTA 11143 7819 EQUIFAX 32692 49458 EQH A 4.3% PERP 3/15/26 22765 20700 EVERTEC INC 32438 102350 FEDEX 47305 75891 FIDELITY NATL INFO 85482 90105 FISERV 29462 185976 GLOBAL PAYMENTS 11194 63500 HOLOGIC 37620 67878 J.HANCOCK FINL OPP FUND 16377 36096 JPM 5.75% PERP 12/1/23 25588 25000 JP MORGAN CHASE 42716 59535 LOWE'S COMPANIES 8866 77893 MASTERCARD 50481 63976 MERCANTILE BANK 53351 80760 META PLATFORMS 23647 88490 MGR 5.875% 03/30/59 MICROSOFT 26841 150416 NAVIENT CORP NIKE INC CL B NVIDIA PAYPAL HOLDINGS 48937 47593 PFIZER 17910 15835 PRESTIGE CONSUMER HCARE 27043 45915 PRINCIPAL FINL GROUP 92227 137672 PROSPERITY BANCSHARES 28790 33865 PTC INC 46078 65610 QUALCOMM 19062 72315 REPLIGEN CORP 8863 44950 ROCKWELL AUTOMATION 43041 69858 ROPER INDUSTRIES 23907 27258 RPM 22337 50234 SCHWAB BANK SCHWAB FOREIGN EM ETF SCHWAB TREASURY OBLIGATIONS SS&C TECHNOLOGIES 88436 100832 STRYKER CORP 8326 59892 T ROWE PRICE GROUP 11644 60845 THE ALLSTATE 7.375% 26650 27000 THERMO FISHER SCIENTIFIC 9058 53079 UNION PACIFIC CORP 23530 79827 US CELLULAR 5.5% 6/1/70 VEEVA SYSTEMS 9473 9626 VERIZON COMMUNICATIONS 50062 50895 VISA 7215 104140 WALT DISNEY CO 50025 45145 WELLS FARGO 5.625% PFD 25023 23930 WFC PERP 5.625% 6/15/22 WSFS FINANCIAL WYNDHAM HOTELS & RESORTS 46865 80410 ZSCALER INC 13770 22156 SCHWAB EMERGING MARKETS 158458 192122 SCHWAB FOREIGN DM ETF 154111 212520 SPDR GOLD TRUST (COLLECTIBLE) 25321 46837 VANGUARD ENERGY ETF 71027 175920 AFFILIATED MAN 5.85%PFD 23200 22530 OLD NATL BANCORP 7% PFD 23300 25250 WEYERHAEUSER 3346 50000 STOCK DONATION UNREALIZED APPRECIATION 10276 EXCISE TAX REFUND 111 111 INVESTMENT FEES 18727 18727