2025-08-08T13:05:55-07:00 2024-12-31 954509583 Stern Kory Sreden & Morgan AAC 24961 The Old Road 2nd Floor Stevenson Ranch CA 91381 990PF 2024-01-01 472385678 DOROTHY & CHESTER SMITH CHARITABLE FOUNDATION SMIT 6617134421 601 E MICHELTORENA ST 107 SANTA BARBARA CA 93103 ROBERT L SMITH Trustee 2025-08-04 true true SAMUEL HICKS CPA P01046698 6612861040 2024 2025-03-06 01:10:19Z X 1642037 X X 40 43988 35124 275009 35124 12864 403 35124 79555 12864 10625 10625 25 25 13845 13845 24495 24495 0 74444 74444 98939 24495 74444 -63815 55060 12864 2440 394 394 1542204 1524866 1641643 1544644 1525260 1642037 0 X 1544644 1525260 1544644 1525260 1544644 1525260 1544644 -63815 44431 1525260 1525260 FIDELITY SHORT TERM GAINS P 2024-06-30 2024-12-31 40427 27563 12864 12864 FIDELITY LONG TERM GAINS P 2001-01-01 2024-12-31 198617 183456 15161 15161 FIDELITY LONG TERM LOSSES P 2001-01-01 2024-12-31 26165 28866 -2701 -2701 FIDELITY CAPITAL GAINS DISTRIBUTION P 2001-01-01 2024-12-31 9800 9800 9800 35124 12864 765 765 765 19976 19976 19211 5000 14211 false false false false false false false true true true false false false false true N/A ROBERT L SMITH 6617134421 601 E MICHELTORENA ST 107 SANTA BARBARA CA 93103 false false false false false false false false false false false false false false false false false false false false false false ROBERT L SMITH 601 MICHELTORENA ST 107 SANTA BARBARA CA 93103 Trustee 1.00 0 VALERIE S TIPPY 1018 SUNSET BAY COURT GRANBURY TX 76048 Trustee 1.00 0 NONE NONE 0 1417 1641643 1643060 0 1643060 24646 1618414 80921 80921 765 765 80156 80156 80156 74444 74444 80156 29606 62502 24140 255384 371632 74444 0 74444 5712 5712 365920 0 365920 23894 62502 24140 255384 X SINGLE MOTHERS OUTREACH OF SANTA CL 28053 SMYTH DRIVE VALENCIA CA 91355 NONE PC GENERAL SUPPORT 5000 ALL SAINTS BY THE SEA 85 EUCALYPTUS LN SANTA BARBARA CA 93108 NONE PC GENERAL SUPPORT 15444 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 NONE PC GENERAL SUPPORT 500 LACNETS FOUNDATION 1015 GENIE LANE CARDIFF BY THE SEA CA 92007 NONE PC GENERAL SUPPORT 16000 FOOD BANK SANTA BARBARA 4554 HOLLISTER AVE SANTA BARBARA CA 93110 NONE PC GENERAL SUPPORT 1200 SANTA BARBARA RESCUE MISSION 535 E YANONALI STREET SANTA BARBARA CA 93103 NONE PC GENERAL SUPPORT 1000 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD STREET STE 450 WASHINGTON DC 20037 NONE PC GENERAL SUPPORT 300 HABITAT FOR HUMANITY PO BOX 1866 GRANBURY TX 76048 NONE PC GENERAL SUPPORT 700 HOMEBOY INDUSTRIES 130 BRUNO STREET LOS ANGELES CA 90012 NONE PC GENERAL SUPPORT 1000 MISSION GRANDBURY 3611 PLAZA EAST COURT GRANBURY TX 76049 NONE PC GENERAL SUPPORT 300 TEAM EXPANSION 1808 BELMONT CT ROLLA MO 65401 NONE PC GENERAL SUPPORT 1500 WOMEN'S FUND OF SANTA BARBARA 133 E DE LA GUERRA ST SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT 1000 ASAP CATS PO BOX 357 GOLETA CA 93116 NONE PC GENERAL SUPPORT 2000 DISABLED AMERICAN VETS 14605 US HIGHWAY 40 KANSAS CITY MO 64136 NONE PC GENERAL SUPPORT 200 NET RESEARCH FOUNDATION 31 ST JAMES AVE STE 365 BOSTON MA 02116 NONE PC GENERAL SUPPORT 5300 NORTH SHORE ANIMAL LEAGUE PO BOX 97004 WASHINGTON DC 20090 NONE PC GENERAL SUPPORT 500 PEO FOUNDATION 3700 GRAND AVE DES MOINES IA 50312 NONE PC GENERAL SUPPORT 1000 VELVET ASHES 106 HUNTERS RUN NEWTON SQUARE PA 19073 NONE PC GENERAL SUPPORT 1500 WEST COLUMBIA GORGE HUMANE SOCIETY 2675 INDEX ST WASHOUGAL WA 98671 NONE PC GENERAL SUPPORT 1000 ACTON METHODIST CHURCH 3433 FALL CREEK HIGHWAY GRANBURY TX 76049 NONE PC GENERAL SUPPORT 2500 ALPHA CHI OMEGA FOUNDATION 5635 CASTLE CRK PKWY DR N INDIANAPOLIS IN 46250 NONE PC GENERAL SUPPORT 1000 ASPCA 424 E 92ND STREET NEW YORK NY 10128 NONE PC GENERAL SUPPORT 300 AUSTIN BOXER RESCUE PO BOX 14421 AUSTIN TX 78761 NONE PC GENERAL SUPPORT 200 BLACK AND PINK MASSACHUSETTS PO BOX 231126 BOSTON MA 02123 NONE PC GENERAL SUPPORT 1000 BREEDER RELEASE ADOPTION SERVICE 18500 CR 477 BONCARBO CO 81024 NONE PC GENERAL SUPPORT 500 CAMAS WASHOUGAL HISTORICAL SOCIETY 1 DURGAN ST WASHOUGAL WA 98671 NONE PC GENERAL SUPPORT 1000 CAMPAIGN FOR SOUTHERN EQUALITY PO BOX 364 ASHEVILLE NC 28802 NONE PC GENERAL SUPPORT 1000 COALITION FOR HUMANE IMMIGRANT RIGH 2533 W 3RD ST 101 LOS ANGELES CA 90057 NONE PC GENERAL SUPPORT 1000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NONE PC GENERAL SUPPORT 1000 DOG RANCH RESCUE 10030 CR 288 ANNA TX 75409 NONE PC GENERAL SUPPORT 1000 FRENCH BULLDOG RESCUE NETWORK 97 DAGMAR DR BROCKTON MA 02302 NONE PC GENERAL SUPPORT 500 FRENCH BULLDOG VILLAGE PO BOX 3101 PADUCAH KY 42002 NONE PC GENERAL SUPPORT 500 LAND TRUST FOR SB COUNTY 1530 CHAPALA ST SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT 400 PLANNED PARENTHOOD CA 518 GARDEN ST SANTA BARBARA CA 93101 NONE PC GENERAL SUPPORT 1000 RED ROVER PURPLE LEASH PROJECT PO BOX 188890 SACRAMENTO CA 95818 NONE PC GENERAL SUPPORT 1000 SANTA BARBARA AFE FOUNDATION POST OFFICE BOX 1033 SUMMERLAND CA 93067 NONE PC GENERAL SUPPORT 1400 SB ALLIANCE FOR COMMUNITY PO BOX 217 SANTA BARBARA CA 93102 NONE PC GENERAL SUPPORT 200 SNAFU RESCUE 1204 N 29TH ST COUNCIL BLUFFS IA 51501 NONE PC GENERAL SUPPORT 1500 SPCA INTERNATIONAL 242 W 30TH ST NEW YORK NY 10001 NONE PC GENERAL SUPPORT 100 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 NONE PC GENERAL SUPPORT 1100 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 66675 NONE PC GENERAL SUPPORT 600 GO FUND ME 855 JEFFERSON AVE REDWOOD CITY CA 94063 NONE PC GENERAL SUPPORT 200 74444 35124 35124 35124 false false false false false false false false false false ACCOUNTING FEES 10625 10625 0 0 BROKER MANAGEMENT FEES 12288 12288 FOREIGN TAXES 399 399 MISCELLANEOUS 1158 1158 DIVIDEND AND INTREST INCOME INCLUDED LINE 27(B) 44028 NONDIVIDEND DISTRIBUTIONS 403 FILING FEES 25 25