2025-08-21T10:40:49-05:00 2025-01-31 134260189 BOISSELLE MORTON & WOLKOWICZ LLP 48 BAY ROAD PO BOX 374 HADLEY MA 01035 990 2024-02-01 042105778 THE TRUSTEES OF THE SMITH CHARITIES TRUS 4135840415 51 MAIN STREET NORTHAMPTON MA 010601400 DAVID A MURPHY PRESIDENT 4135840415 2025-08-20 1 0 JOSEPH P WOLKOWICZ CPA P00734754 4135870099 2025-08-20 2024 2025-03-06 01:10:19Z CARLA M KONE 51 MAIN STREET NORTHAMPTON MA 010601400 523221 0 X WWW.THESMITHCHARITIES.ORG X 1849 MA TO MANAGE THE FUNDS AND ADMINISTER THE WILL OF OLIVER SMITH 9 9 2 0 0 0 25208 374813 0 0 143906 148408 2210 0 171324 523221 22757 20203 0 0 60449 58592 0 0 0 26993 30767 110199 109562 61125 413659 4692472 5106131 0 0 4692472 5106131 SUPPORT SMITH VOCATIONAL-AGRICULTURAL HIGH SCHOOL, ENCOURAGE EDUCATION & PROVIDE RELIEF TO INDIGENTS IN NINE SURROUNDING COMMUNITIES 0 0 90187 7035 MANAGEMENT OF THE RESTRICTED AGRICULTURAL FUND FOR THE BENEFIT OF THE CITY OF NORTHAMPTON FOR THE USE OF SMITH'S VOCATIONAL-AGRICULTURAL HIGH SCHOOL 13168 13168 PROVIDING SUPPORT TO WIDOWS WITH MINOR CHILDREN, TRADESPERSONS, NURSES GRADUATING NURSING SCHOOL, AND BRIDES IN THE FORM OF GIFTS TO THESE INDIVIDUALS 103355 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X CARLA M KONE 4135840415 51 MAIN STREET NORTHAMPTON MA 01060 DAVID A MURPHY PRESIDENT/TRUSTEE 5.00 X X 3500 0 0 CARLA M KONE TREASURER/CLERK 40.00 X X 40000 0 0 RICHARD KISLOSKI TRUSTEE, ELECTOR - WILLIAMSBURG 1.00 X 1000 0 0 LYDIA SZYCH TRUSTEE, ELECTOR - HATFIELD 1.00 X 2000 0 0 JUDITH SOUWEINE ELECTOR - AMHERST 1.00 X 0 0 0 LESLIE DWIGHT ELECTOR - DEERFIELD 1.00 X 0 0 0 MAUREEN DEVINE ELECTOR - HADLEY 1.00 X 0 0 0 JONATHAN MAGEE ELECTOR - GREENFIELD 1.00 X 0 0 0 MARY ODGERS ELECTOR - NORTHAMPTON 1.00 X 0 0 0 KEITH BARDWELL ELECTOR - WHATELY 1.00 X 0 0 0 46500 0 0 0 0 0 0 ALLEGRONE CONSTRUCTION CO 150 PITTSFIELD ROAD SUITE A LENOX MA 01240 CONSTRUCTION SERVICES 430214 1 374813 374813 148408 148408 523221 0 0 148408 7035 7035 13168 13168 47500 47500 6000 6000 5092 5092 2770 2770 5979 5979 8919 8919 3437 3437 MAINTENANCE & REPAIRS 8420 8420 MISCELLANEOUS EXPENSES 882 882 WEB HOSTING 360 360 109562 103355 6207 0 723504 731400 112006 3405439 3228832 1033893 0 563529 1033893 4692472 5106131 0 0 X 4429259 4842918 263213 263213 4692472 5106131 4692472 5106131 413659 0 X X 0 0 0 X X 9 TOWN OF AMHERST 046001168 6 1 1200 0 TOWN OF HADLEY 046001166 6 1 2000 0 TOWN OF WHATELY 046001364 6 1 0 0 TOWN OF HATFIELD 046001176 6 1 0 0 TOWN OF DEERFIELD 046001126 6 1 1800 0 TOWN OF NORTHAMPTON 046001406 6 1 3018 0 TOWN OF GREENFIELD 046001163 6 1 1150 0 TOWN OF WILLIAMSBURG 046001367 6 1 400 0 TOWN OF EASTHAMPTON 046001141 6 1 3600 0 9 13168 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION 1, LINE 2 ALL ARE HAMPSHIRE COUNTY OR FRANKLIN COUNTY CITIES OR TOWNS PART IV, SECTION B, LINE 1 THE SUPPORTED TOWNS AND CITIES ELECT REPRESENTATIVES ON A REGULAR BASIS TO THE BOARD OF ELECTORS WHICH IN TURN VOTES IN THE BOARD OF TRUSTEES AT EACH ANNUAL MEETING. A ROTATING SCHEDULE IS USED TO DECIDE FROM WHICH TOWNS OR CITIES THE TRUSTEES WILL BE CHOSEN. PART I, LINE 12G: INDIVIDUAL BENEFICIARIES OF THE SUPPORTED TOWNS/CITIES RECEIVED GIFTS. $1200.00 GIVEN TO #1 INDIVIDUAL AMHERST RESIDENT AS A "BENEFICIARY" $2000.00 GIVEN TO #3 INDIVIDUAL HADLEY RESIDENTS AS "BENEFICIARIES" $0.00 GIVEN TO #0 INDIVIDUAL WHATELY RESIDENTS AS "BENEFICIARIES" $0.00 GIVEN TO #0 INDIVIDUAL HATFIELD RESIDENTS AS "BENEFICIARIES" $1800.00 GIVEN TO #2 INDIVIDUAL DEERFIELD RESIDENTS AS "BENEFICIARIES" $3018.00 GIVEN TO #4 INDIVIDUAL NORTHAMPTON RESIDENTS AS "BENEFICIARIES" $1150.00 GIVEN TO #2 INDIVIDUAL GREENFIELD RESIDENTS AS "BENEFICIARIES" $400.00 GIVEN TO #1 INDIVIDUAL WILLIAMSBURG RESIDENT AS A "BENEFICIARY" $3600.00 GIVEN TO #5 INDIVIDUAL EASTHAMPTON RESIDENTS AS "BENEFICIARIES" RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0.00 1 1 0 1 1 0.00 0 1 11000 11000 977356 977356 14899 14899 30638 30638 1033893 PART II, LINE 9: THE CONSERVATION EASEMENT IS ON THE ORGANIZATION'S FACILITIES AND IS REPRESENTED IN ITS FIXED ASSETS (BUILDINGS AND LEASEHOLD IMPROVEMENTS AS NOTED IN PART VI OF SCHEDULE D). ANY MAINTENANCE OR OTHER EXPENDITURES THAT DO NOT EXTEND THE LIFE OF THE BUILDING ARE REPORTED ON THE STATEMENT OF ACTIVITIES. 1 CITY OF NORTHAMPTON - SMITH VOCATIONAL & AGRICULTURAL SCHOOL 80 LOCUST STREET NORTHAMPTON MA 01060 046001406 7035 0 BOOK GENERAL SUPPORT EDUCATION & RELIEF TO INDIGENTS - AMHERST, MA 1 1200 EDUCATION & RELIEF TO INDIGENTS - DEERFIELD, MA 2 1800 EDUCATION & RELIEF TO INDIGENTS - EASTHAMPTON, MA 5 3600 EDUCATION & RELIEF TO INDIGENTS - GREENFIELD, MA 2 1150 EDUCATION & RELIEF TO INDIGENTS - HADLEY, MA 3 2000 EDUCATION & RELIEF TO INDIGENTS - NORTHAMPTON, MA 4 3018 EDUCATION & RELIEF TO INDIGENTS - WILLIAMSBURG, MA 1 400 PART I, LINE 2: ALL GIFTS ARE RECORDED AND TRACKED BY THE ORGANIZATION AND THE CRITERIA USED TO AWARD GIFTS IS PUBLICLY POSTED ON THE ORGANIZATION'S WEBSITE AS WELL AS IN ITS PRINTED MATERIALS SUCH AS BROCHURES AND FLYERS. 80% OF ANNUAL NET INCOME FROM THE ORGANIZATION'S AGRICULTURAL SCHOOL FUND IS PROVIDED TO THE CITY OF NORTHAMPTON FOR USE BY SMITH VOCATIONAL & AGRICULTURAL SCHOOL WITH THE REMAINING 20% OF ANNUAL NET INCOME RETURNED TO THE JOINT FUND. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF ELECTORS ELECTS THE ORGANIZATION'S TRUSTEES AND PRESIDENT. ELECTORS ARE ELECTED INDIVIDUALLY ANNUALLY OR BIENNIALLY BY THEIR TOWN OR CITY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT FORM 990 IS SENT TO ALL ELECTORS AND TRUSTEES FOR THEIR REVIEW PRIOR TO THE FORM 990 BEING FILED. THE FORM 990 IS ALSO AVAILABLE IN-HOUSE FOR REVIEW IF REQUESTED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY DISCLOSURE FORM WAS PRESENTED AT THE ANNUAL MAY 7, 2024 MEETING DURING THE REPORTING PERIOD. TRUSTEES, ELECTORS, AND EMPLOYEES ARE REQUIRED TO SIGN A DISCLOSURE FORM ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND INFORMATION RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD: MODIFIED CASH BASIS TOWN OF HATFIELD MA 59 MAIN STREET HATFIELD MA 01035 046001176 GOVERNMENTAL UNIT MA 115 0 TOWN OF DEERFIELD MA 8 CONWAY STREET DEERFIELD MA 01373 046001126 GOVERNMENTAL UNIT MA 115 0 TOWN OF AMHERST MA 4 BOLTWOOD AVENUE AMHERST MA 01002 046001068 GOVERNMENTAL UNIT MA 115 0 TOWN OF HADLEY MA 100 MIDDLE STREET HADLEY MA 01035 046001166 GOVERNMENTAL UNIT MA 115 0 TOWN OF WHATELY MA 4 SANDY LANE SOUTH DEERFIELD MA 01373 046001364 GOVERNMENTAL UNIT MA 115 0 CITY OF NORTHAMPTON MA 210 MAIN STREET NORTHAMPTON MA 01060 046001406 GOVERNMENTAL UNIT MA 115 0 TOWN OF GREENFIELD MA 14 COURT SQUARE GREENFIELD MA 01301 046001163 GOVERNMENTAL UNIT MA 115 0 TOWN OF WILLIAMSBURG MA 141 MAIN STREET PO BOX 447 HAYDENVILLE MA 01039 046001367 GOVERNMENTAL UNIT MA 115 0 TOWN OF EASTHAMPTON MA 50 PAYSON AVENUE EASTHAMPTON MA 01027 046001141 GOVERNMENTAL UNIT MA 115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0