2026-04-02T13:51:53-05:00 2025-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2025-01-01 993372189 SMITH FAMILY HERITAGE FOUNDATION SMIT 8147297042 PO BOX 108 ROARING SPRING PA 16673 JEFFREY A WLAHOFSKY TREASURER 8147297042 2026-03-27 1 SARAH R PIOT P01358891 4122613644 2025 2025-03-06 01:10:19Z X X 13417609 X 13396682 1983 1983 1983 0 0 13398665 1983 1983 0 0 0 0 4195 0 0 4195 3968 0 0 3968 14 0 0 0 5034 0 0 5034 13211 0 0 13197 0 0 13211 0 0 13197 13385454 1983 1983 2394 4182 4182 50991 52974 52974 0 4375453 4375453 0 8985000 8985000 53385 13417609 13417609 0 0 X 0 0 0 0 53385 13417609 53385 13417609 53385 13417609 53385 13385454 0 13438839 21230 13417609 28 0 28 0 28 0 0 0 0 0 0 28 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 1 0 0 0 1 N/A BARRY SMITH 8147297015 PO BOX 108 ROARING SPRING PA 16673 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARRY SMITH 7351 WOODBURY PIKE ROARING SPRING PA 16673 CHAIRMAN/PRESIDENT 1.00 0 0 0 KAREN SMITH 7351 WOODBURY PIKE ROARING SPRING PA 16673 DIRECTOR 0.10 0 0 0 PARKER SHEPLEY 7351 WOODBURY PIKE ROARING SPRING PA 16673 DIRECTOR 0.10 0 0 0 RICHARD SCHOLTON 7351 WOODBURY PIKE ROARING SPRING PA 16673 DIRECTOR 0.10 0 0 0 JEFFREY WLAHOFSKY 7351 WOODBURY PIKE ROARING SPRING PA 16673 TREASURER (ENTERED 11/25) 1.00 0 0 0 TAMMY ROUDABUSH 7351 WOODBURY PIKE ROARING SPRING PA 16673 SECRETARY/TREASURER (EXIT 9/25) 1.00 0 0 0 NONE 0 NONE 0 DURING THE YEAR, THE FOUNDATION WAS IN ITS STARTUP PHASE AND ENGAGED IN PLANNING AND PREPARATORY ACTIVITIES IN FURTHERANCE OF ITS EXEMPT PURPOSE. DIRECT CHARITABLE ACTIVITIES CONSISTED OF ORGANIZATIONAL DEVELOPMENT, MUSEUM PLANNING, AND PRELIMINARY RESEARCH RELATED TO THE FUTURE OPERATION OF A PUBLIC MUSEUM DEDICATED TO PROMOTING PUBLIC AWARENESS, APPRECIATION, EDUCATION, AND ENJOYMENT OF CARROLL SHELBY VEHICLES AND OTHER SIMILAR AUTOMOBILES. 0 0 364621 55060 0 419681 0 0 419681 6295 413386 20669 X 13197 0 13197 2024-05-24 X 1983 0 0 0 1983 1686 0 0 0 1686 13197 2602 0 0 15799 0 0 0 0 0 13197 2602 0 0 15799 13417609 53385 13470994 9042156 53385 9095541 0 0 0 0 0 BARRY SMITH X 0 0 14 1983 0 1983 0 1983 0 0 0 0 0 0 0 0 0 0 X X 1 BARRY SMITH 181 CLOSSON ROAD ROARING SPRING PA 16673 4411682 X X 2 BARRY SMITH 181 CLOSSON ROAD ROARING SPRING PA 16673 8985000 X X 1 VARIOUS SHARES OF MARKETABLE SECURITIES. 4396682 2025-12-23 2 11 SHELBY COBRA VEHICLES AND 1 FORD MUSTANG. 8985000 2025-12-17 ACCOUNTING FEES 3968 0 0 3968 1900 SHS ALPHABET INC 596220 596220 2300 SHS AMAZON.COM INC 530886 530886 3140 SHS APPLE INC 853640 853640 117 SHS BRIGHTHOUSE FINL INC 7580 7580 670 SHS CARRIER GLOBAL CORP 35403 35403 865 SHS CATERPILLAR INC 495533 495533 2290 SHS CHARLES SCHWAB CORP 228794 228794 40 SHS CHEMOURS CO 472 472 970 SHS CORTEVA INC 65019 65019 157 SHS GE HEALTHCARE TECHNOLOGI 12877 12877 118 SHS GE VERNOVA INC 77121 77121 1150 SHS JPMORGAN CHASE & CO 370553 370553 75 SHS KYNDRYL HLDGS INC 1992 1992 1330 SHS MICROSOFT CORP 643215 643215 100 SHS ORGANON & CO 717 717 335 SHS OTIS WORLDWIDE CORP 29262 29262 670 SHS RTX CORP 122878 122878 111 SHS SOLVENTUM CORP 8796 8796 219 SHS VIATRIS INC 2727 2727 20 SHS WABTEC 4269 4269 2475 SHS WALMART INC 275740 275740 408 SHS WARNER BROS DISCOVERY IN 11759 11759 LEGAL FEES 4195 0 0 4195 MUSEUM COLLECTION 0 8985000 8985000 UNREALIZED LOSS 21230 INSURANCE 4704 0 0 4704 OFFICE EXPENSES 330 0 0 330 EXCISE TAX 14 0 0 0