2025-05-23T08:02:36-04:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 831462984 David Wallace Smith and Joan Stowell Smith Charitable Foundation % Foundation Source DAVI 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 BRUCE SMITH PRESIDENT 8008391754 2025-05-14 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 3105785 X 0 X 909 909 54474 54474 29978 141947 111829 85361 167212 0 16285 16285 2061 261 16643 16643 34989 16546 16643 114000 114000 148989 16546 130643 -63628 150666 0 25824 14452 14452 2150082 2099326 3091333 2175906 2113778 3105785 0 0 X 2175906 2113778 2175906 2113778 2175906 2113778 2175906 -63628 1500 2113778 2113778 Publicly-traded Securities 141947 30118 111829 111829 111829 2094 2094 2094 1184 0 910 2094 X 0 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Bruce Wyniard Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 2.0 0 0 0 David S Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP, Sec 1.0 0 0 0 Leslie W Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 3012002 19941 0 3031943 0 3031943 45479 2986464 149323 149323 2094 2094 147229 1500 148729 148729 130643 0 0 0 0 130643 148729 42309 130643 42309 88334 0 0 60395 0 0 NONE X 15-10 FOUNDATION 92 SOCIETY RD NIANTIC CT 06357 N/A PC General & Unrestricted 2000 AMERICAN HEART ASSOCIATION 11207 BLUE HERON BLVD N ST PETERSBURG FL 33716 N/A PC General & Unrestricted 2500 APPALACHIAN TRAIL CONSERVANCY PO BOX 807 HARPERS FERRY WV 25425 N/A PC General & Unrestricted 1000 BANTAM CINEMA & ARTS CENTER INC PO BOX 262 LITCHFIELD CT 06759 N/A PC General & Unrestricted 1000 BENEDICTINE CONGREGATION REGINA LAUDIS OF THE STRI 273 FLANDERS RD BETHLEHEM CT 06751 N/A PC Sheepfold Renovation Fund 5000 BRYSON CITY FOOD PANTRY INC PO BOX 1661 BRYSON CITY NC 28713 N/A PC General & Unrestricted 2500 CENTER FOR FURNITURE CRAFTSMANSHIP 25 MILL ST ROCKPORT ME 04856 N/A PC Intensives and Comprehensives Program Fund 20000 CENTER FOR REPRODUCTIVE RIGHTS INC 199 WATER ST FL 22 NEW YORK NY 10038 N/A PC General & Unrestricted 1000 CHARLESTON SYMPHONY ORCHESTRA 480 E BAY ST STE F CHARLESTON SC 29403 N/A PC General & Unrestricted 100 DANA HALL SCHOOLS PO BOX 9010 WELLESLEY MA 02482 N/A PC Dana Fund 2500 FONTANA REGIONAL LIBRARY 33 FRYEMONT RD BRYSON CITY NC 28713 N/A PC General & Unrestricted 1000 HABITAT FOR HUMANITY INTERNATIONAL INC PO BOX 21479 CHARLESTON SC 29413 N/A PC General & Unrestricted 100 HISTORIC CHARLESTON FOUNDATION PO BOX 1120 CHARLESTON SC 29402 N/A PC General & Unrestricted 3000 HOLDERNESS SCHOOL PO BOX 1879 PLYMOUTH NH 03264 N/A PC General & Unrestricted 5000 HOTCHKISS SCHOOL 11 INTERLAKEN RD LAKEVILLE CT 06039 N/A PC To support the Hotchkiss Varsity Sailing Team 5000 JACOBS & CUSHMAN SAN DIEGO FOOD BANK 9850 DISTRIBUTION AVE SAN DIEGO CA 92121 N/A PC General & Unrestricted 1000 JOHNS HOPKINS UNIVERSITY 750 E PRATT ST 17TH FL BALTIMORE MD 21202 N/A PC Loeys-Dietz Syndrome (LDS) Research led by Dr. Elena MacFarlane 10000 LITCHFIELD COMMUNITY CENTER INC 421 BANTAM RD LITCHFIELD CT 06759 N/A PC General & Unrestricted 1000 LITCHFIELD MONTESSORI SCHOOL INC 5 KNIFE SHOP RD NORTHFIELD CT 06778 N/A PC Art Fund 2500 MEOW INC PO BOX 999 LITCHFIELD CT 06759 N/A PC General & Unrestricted 1000 MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH GRAND CENTRAL STA PO BOX 4777 NEW YORK NY 10163 N/A PC General & Unrestricted 1200 MIDDLETON PLACE FOUNDATION 4300 ASHLEY RIVER RD CHARLESTON SC 29414 N/A PC General & Unrestricted 1000 NEED MORE OUTDOORS 14157 HWY 19 W BRYSON CITY NC 28713 N/A PC General & Unrestricted 2500 NORTH CAROLINA OUTWARD BOUND SCHOOL 2582 RICEVILLE RD ASHEVILLE NC 28805 N/A PC General & Unrestricted 1000 PATTISONS D R E A M ACADEMY 721 WAPPOO RD CHARLESTON SC 29407 N/A PC General & Unrestricted 5000 PET HELPERS INC 1447 FOLLY RD CHARLESTON SC 29412 N/A PC General & Unrestricted 1000 PRESERVATION SOCIETY OF CHARLESTON 147 KING ST CHARLESTON SC 29401 N/A PC General & Unrestricted 100 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 124 MOUNT AUBURN ST 4TH FLOOR CAMBRIDGE MA 02138 N/A PC General & Unrestricted 100 PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD 4215 LA CRESTA AVE OAKLAND CA 94602 N/A PC Griffin Fund 5000 ROPER ST FRANCIS FOUNDATION 100 CALHOUN ST STE 210 CHARLESTON SC 29401 N/A PC General & Unrestricted 10000 SAN DIEGO RESCUE MISSION INC PO BOX 80427 SAN DIEGO CA 92138 N/A PC Academy for Women and Single Moms 1000 SMOKY MOUNTAIN COMMUNITY THEATRE PO BOX 1366 BRYSON CITY NC 28713 N/A PC General & Unrestricted 5000 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC General & Unrestricted 1300 TAFT SCHOOL CORPORATION 110 WOODBURY RD WATERTOWN CT 06795 N/A PC Marina C. Petersen '06 Scholarship Fund 5000 THE I ON TRUST PO BOX 1064 MT PLEASANT SC 29465 N/A PC Funds to install high end lighting systems on the live oak trees at the southern end of West Lake 2500 THE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATIO 18 BEE ST MSC 450 CHARLESTON SC 29425 N/A SO III FI General & Unrestricted 100 TRIDENT HEAD INJURY SUPPORT GROUP 4266 WILLIAM E MURRAY BLVD CHARLESTON SC 29414 N/A PC General & Unrestricted 5000 114000 14 909 14 54474 18 29978 85361 85361 false false false false false false false false false false ACCENTURE PLC 37436 37993 ADOBE SYSTEMS, INC 2019 1779 AIR PRODS & CHEM INC 46386 47277 ALPHABET INC CL A 58245 100329 AMAZON COM 54031 92363 AMERICAN ELECTRIC POWER INC 27329 29883 APPLE INC 100444 350837 APPLIED MATERIALS INC 24865 28298 BERKSHIRE HATHAWAY INC. CLASS 27798 45328 BORG WARNER INC 6517 5659 BROOKFIELD ASSET MANAGEMENT LT 22618 37229 CHARLES SCHWAB CORP 16179 18503 CHEVRON CORP 41550 57936 COMCAST CORP 40980 47100 COSTCO WHOLESALE CORPORATION 31953 82464 DUKE ENERGY CO 27469 28767 ECOLAB INC 33484 43584 ELI LILLY & CO 48962 154400 EOG RESOURCES INC 40199 44006 FEDEX CORPORATION 2905 3095 GOLDMAN SACHS GROUP 35348 57262 HALLIBURTON COMPANY 25074 19033 HOME DEPOT INC 99897 175045 HONEYWELL INTL 72969 112945 HUNT J B 84903 136528 ISHARE SP SMALL CAP 600 INDEX 19038 23044 ISHARES EDGE MSCI INTL QUALITY 67085 64960 ISHARES MSCI EMERGING MARKETS 36365 38815 ISHARES TR S & P MIDCAP 400 IN 19468 24924 ISHARES TRUST 0-5 YR INVT GRAD 58628 56206 JP MORGAN CHASE 38187 59928 JP MORGAN ULTRA SHORT INCOME E 58840 58429 KYNDRYL HOLDINGS INC 2149 2768 LOCKHEED MARTIN CORP 56805 72891 META PLATFORMS INC 4951 6441 MICROSOFT CORP 84505 126450 NEXTERA ENERGY, INC 27284 27529 NIKE INC-CL B 38540 24063 PALO ALTO NETWORKS INC 7068 8370 PEPSICO INC 46607 45618 PHILLIPS 66 2902 2393 PROCTER GAMBLE CO 41582 42751 PUBLIC STORAGE INC 1056 898 REALTY INCOME CORP 24994 19548 S&P GLOBAL INC COM 108393 180784 STRYKER CORPORATION 69971 132498 THE BLACKSTONE GROUP INC CL A 28598 43105 THE COCA-COLA CO 39808 40469 THE HERSHEY COMPANY 37423 25064 TJX COMPANIES INC 2983 3141 UNITEDHEALTH GROUP INC 46848 50586 VERIZON COMMUNICATIONS 29499 22754 VISA INC 22841 31604 W. P. CAREY INC 22252 16344 WAL-MART STORES INC 45096 81315 Administrative Fees 16538 16538 Postage/Delivery Service 80 80 State or Local Filing Fees 25 25 RETURNED GRANT 1500 Investment Management Services 16285 16285 990-PF Estimated Tax for 2024 1100 990-PF Extension for 2023 700 Foreign Tax Paid 261 261