2025-02-10T12:32:00-05:00 2024-12-31 263459972 CYPRESS TAX ADVISORS LLC 3477 SE WILLOUGHBY BLVD STE 101 STUART FL 349945061 990PF 2024-01-01 256851030 RICHARD O AND JUNE C SMITH FAMILY FOUNDATION RICH 7727816455 3477 SE WILLOUGHBY BLVD SUITE 101 STUART FL 34994 DAVID C SMITH CO-TRUSTEE 2155648866 2025-02-10 true DAVID C SMITH CPA P00028021 7727816455 2025-02-10 2024 2025-03-06 01:10:19Z X 2448522 X X 72112 72112 40995 220331 40995 113107 113107 2423 2423 100 100 2523 2523 0 112000 112000 114523 2523 112000 -1416 110584 45216 4688 4688 838028 791303 1891808 462013 547850 504461 38452 38452 47565 1383709 1382293 2448522 0 X 869583 869583 514126 512710 1383709 1382293 1383709 1382293 1383709 -1416 1382293 1382293 33 BROADCOM P 2023-01-01 2024-02-21 39404 9764 29640 29640 300 FORTREA HOLDINGS P 2023-01-01 2024-02-21 10558 4162 6396 6396 100000 UBS CD P 2023-07-24 2024-07-25 100000 100000 750 CVS HEALTH P 2023-01-01 2024-10-10 50129 45230 4899 4899 2000 PUTNAM ULTRA SHORT P 2023-01-01 2024-12-10 20240 20180 60 60 40995 1537 1537 1537 X 54 1591 false false false false false false false true true true false false false false true N/A DAVID C SMITH CPA 7727816455 3477 SE WILLOUGHBY BLVD SUITE 101 STUART FL 34994 false false false false false false false false false false false false false false false false false false false false DAVID C SMITH 3477 SE WILLOUGHBY BLVD SUITE 101 STUART FL 34994 CO-TRUSTEE 000.00 0 0 0 COREY R SMITH 1901 WALNUT ST APT 17D PHILADELPHIA PA 19103 CO-TRUSTEE 000.00 0 0 0 NONE NONE N/A 2125637 44617 0 2170254 2170254 32554 2137700 106885 106885 1537 1537 105348 105348 105348 112000 112000 105348 360 375 10041 9478 20254 112000 105348 6652 26906 0 26906 360 375 10041 9478 6652 X AMERICAN FRIENDS SERVICE 1501 CHERRY ST PHILADELPHIA PA 19102 NONE PUBLIC SERVICE AND SUPPORT 28000 BIG DOG RANCH RESCUE 14444 OKEECHOBEE BLVD LOXAHATCHEE GROVES FL 33470 NONE PUBLIC ANIMAL RESCUE 1000 CLERY CENTER FOR SECURITY ON CAMPUS 133 IVY LANE KING OF PRUSSIA PA 19406 NONE PUBLIC SECURITY ON CAMPUS 1000 CSAH-PROJECT HOPE 761 WHEATON ST SAVANNAH GA 31401 NONE PUBLIC HOMELESS SUPPORT SERVICES 1000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FL NEW YORK NY 10001 NONE PUBLIC MEDICAL SERVICES 14000 EDUCATIONAL FDTN OF MARTIN COUNTY PO BOX 291 STUART FL 34995 NONE PUBLIC REBUILD BAND ROOM-HURRICANE 1000 EMPLOYABILITY 1249 EISENHOWER DR SAVANNAH GA 31406 NONE PUBLIC EMPLOYMENT HELP FOR DISABLED 1000 FIRST TEE OF THE TREASURE COAST PO BOX 3238 STUART FL 34995 NONE PUBLIC YOUTH DEVELOPMENT 5000 FRIENDLY COMMUNITY CENTER PO BOX 604 MOUNTAINHOME PA 18342 NONE PUBLIC COMMUNITY ACTIVITIES 1000 HEALING THE CHILDREN 219 KENT RD NEW MILFORD CT 06776 NONE PUBLIC CHILDREN'S SUPPORT 2000 HEALTHY START COALITION 963 SE FEDERAL HWY STUART FL 34994 NONE PUBLIC WOMEN'S & INFANT SUPPORT 1000 HIBISCUS CHILDRENS CENTER 839 NW FEDERAL HIGHWAY STUART FL 34994 NONE PUBLIC CHILD ABUSE, NEGLECT, ABANDONMENT 1000 HOUSE OF HOPE 2484 SE BONITA ST STUART FL 34997 NONE PUBLIC FOOD, CLOTHING & FINL ASSISTANCE 1000 INSPIRITUS SAVANNAH 230 PEACHTREE ST STE 1100 ATLANTA GA 30303 NONE PUBLIC REFUGEE SERVICES 2000 MOLLY'S HOUSE 430 SE OSCEOLA ST STUART FL 34994 NONE PUBLIC TEMPORARY HOUSING-FAMILIES IN CRISIS 1000 MUSTARD SEED COMMUNITIES 29 JANES AVE MEDFIELD MA 02052 NONE PUBLIC COMMUNITY PROGRAMS 1000 ONAWAY FUND 27 CAMP ONAWAY DRIVE HEBRON NH 03241 NONE PUBLIC CHILDREN'S SUPPORT SERVICES 1000 PACK SAVANNAH 4 MALL TERRACE SAVANNAH GA 31406 NONE PUBLIC FOOD TO CHILDREN 2000 SLEEP IN HEAVENLY PEACE PO BOX 13285 SAVANNAH GA 31416 NONE PUBLIC CHILDRENS SUPPORT SERVICES 1000 THE CARTER CENTER 453 FREEDOM PARKWAY ATLANTA GA 30307 NONE PUBLIC HUMAN RIGHTS, DISEASE CONTROL 14000 THE DIVE SAVANNAH 2020 BULL ST SAVANNAH GA 31401 NONE PUBLIC HOMELESS MEALS & DAY CARE 3000 THE NATURE CONSERVANCY 1035 S SEMORAN BLVD SUITE 2-1021 B WINTER PARK FL 32792 NONE PUBLIC OCEAN & COASTS PROJECT 14000 TYKES AND TEENS 3577 SW CORPORATE PKWY PALM CITY FL 34990 NONE PUBLIC CHILDREN'S MENTAL HEALTH 1000 UTICA COLLEGE-YSLPP 1600 BURRSTONE RD UTICA NY 13502 NONE PUBLIC EDUCATIONAL SERVICES 14000 112000 14 72112 14 40995 113107 113107 false false false false false false false false false false RBC FIXED INCOME 547850 504461 RBC EQUITY 791303 1891808 450 PROLOGIS AT COST 38452 47565 EXPENSES CHECKS 100 100 EXCISE TAX 2219 2219 FOREIGN TAX WITHHELD ON DIVIDEND 204 204