2025-06-13T08:49:41-05:00 2025-03-31 611210177 MATHER & CO CPAS LLC 9100 SHELBYVILLE ROAD SUITE 200 LOUISVILLE KY 40222 990PF 2024-04-01 352015637 THE SMITH FAMILY FOUNDATION INC SMIT 3178435678 11711 NORTH MERIDIAN STREET 600 CARMEL IN 460324534 JEFFREY H THOMASSON DIRECTOR, SECRETARY & TREASURER 3178055044 2025-06-04 1 1 PATRICIA D WICKE CPA P01060441 5024290800 2024 2025-03-06 01:10:19Z X 116754610 X 3127232 37 37 471048 471048 7729939 9028169 8905206 11328256 9376291 0 0 0 5110 5110 0 62466 62466 0 93713 0 0 161289 67576 0 5792500 5792500 5953789 67576 5792500 5374467 9308715 4251128 7612841 7612841 34090604 36103358 109141769 38341732 43716199 116754610 0 0 X 0 0 0 0 38341732 43716199 38341732 43716199 38341732 43716199 38341732 5374467 0 43716199 0 43716199 AMERICAN BEACON AHL MNGD FUTURES - 3,264.1070 SHS 2024-10-23 32249 34806 -2557 -2557 BAILLIE GIFFORD EMNERG MKTS - 308.7650 SHS 2025-03-14 6190 5182 1008 1008 DFA GLOBAL REAL ESTATE SEC PORTFOLIO 2024-06-03 17705 13292 4413 4413 NUANCE CONCENTRATED VAL LG SHT INSTIT - -3358.63.10 SHS 2024-07-01 27434 35657 -8223 -8223 OAKMARK INTERNATIONAL CL - 1,363.2180 SHS 2024-05-16 37802 18213 19589 19589 PZENA EMERGING MRKTS FOCUSED VAL INST - 640.8230 SHS 2025-03-14 8090 3949 4141 4141 VANGUARD 500 INDEX ADMIRAL - 34.4540 SHS 2025-03-14 17590 6614 10976 10976 INTUITIVE SURGICAL INC - 20000.000 SHS 2024-07-15 8881109 2200 8878909 8878909 CORENERGY INFRASTRUCTURE TR - 225.000 SHS 2024-07-02 3050 -3050 -3050 8905206 129391 0 129391 0 129391 56000 0 0 0 56000 X 0 73391 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 1 0 0 1 N/A PATRICIA D WICKE 5024290800 9100 SHELBYVILLE RD SUITE 200 LOUISVILLE KY 40222 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LONNIE M SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 DIRECTOR/PRESIDENT 2.00 0 0 0 CHERYL D SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 DIRECTOR/VICE-PRESIDENT 2.00 0 0 0 JEFFREY H THOMASSON PO BOX 80238 INDIANAPOLIS IN 462800238 DIRECTOR/SECRETARY & TREAS 2.00 0 0 0 NONE 0 NONE 0 0 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CHARITY GENERAL SUPPORT OF CHARITY 50000 SLEEP IN HEAVENLY PEACE PO BOX 2905 PHOENIX AZ 85062 UNRELATED PUBLIC CHARITY GENERAL SUPPORT OF CHARITY 20000 WILFORD WOODRUFF PAPERS FOUNDATION 24025 WEST CENTENNIAL ST CEDAR HILLS UT 84062 UNRELATED PUBLIC CHARITY GENERAL SUPPORT OF CHARITY 25000 5792500 0 14 37 14 471048 7729939 0 471085 7729939 8201024 8 THE SALES PROCEEDS OF SECURITIES PRODUCING THE CAPITAL GAIN/LOSS WERE UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN. 4 THE GROSS DIVIDEND INCOME IS UTILIZED TO FUND THE CHARITABLE CONTRIBUTIONS REPORTED IN THIS RETURN. 0 0 0 0 0 0 0 0 0 0 X X 1 LONNIE M SMITH AND CHERYL D SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 3127232 X X 1 5,940 SHS INTUITIVE SURGICAL STOCK 3127232 2024-12-18 TAX RETURN PREPARATION FEES 5110 5110 0 SECURITIES HELD BY FIDELITY INVESTMENTS AT COST 36103358 109141769 INVESTMENT ADVISOR FEES 62466 62466 0 LONNIE M SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 CHERYL D SMITH 14363 CHESTER AVENUE SARATOGA CA 950705624 FEDERAL EXCISE TAXES 93713 0 0