2026-07-01T12:07:54-07:00 2025-12-31 521316184 Sullivan & Company CPAs 4709 Montgomery Lane Ste 201 Bethesda MD 20814 990PF 2025-01-01 823533349 Smith & Atcheson Fund for Excellence Inc SMIT 7038874016 130 D Street SE Washington DC 20003 Gene M Smith President 2026-07-01 true Paul F Sullivan CPA P00965350 3016578080 2025 2025-03-06 01:10:19Z X 1509457 X 26934 26934 134463 395380 134463 161397 161397 3100 1550 1550 15647 15647 2079 1967 112 258 258 21084 19164 1920 86238 86238 107322 19164 88158 54075 142233 5176 14061 14061 9021 10689 10689 1300932 1450399 1450399 43254 34308 34308 1358383 1509457 1509457 0 X 1358383 1509457 1358383 1509457 1358383 1509457 1358383 54075 96999 1509457 1509457 UBS - 9755 P 2025-01-01 2025-12-31 54247 60892 -6645 -6645 UBS - 9755 P 2021-01-01 2025-12-31 341133 200025 141108 141108 134463 -6645 1977 1977 1977 1040 2000 3040 1063 1063 false false false false false false false true true DC true false false false false true N/A Gene M Smith 7038874016 130 D Street SE Washington DC 20003 false false false false false false false false false false false false false false false false false false false false false false Gene M Smith 130 D Street SE Washington DC 20003 President 1.00 0 Rachel K Atcheson 130 D Street SE Washington DC 20003 Secretary 1.00 0 Gail S Cornell 130 D Street SE Washington DC 20003 Board Member 1.00 0 NONE NONE 1375666 19474 0 1395140 0 1395140 20927 1374213 68711 68711 1977 1977 66734 66734 66734 88158 88158 66734 945 18521 6631 18387 44484 88158 0 66734 21424 65908 0 65908 945 18521 6631 18387 21424 X Madre Brava 1705 Lake Shore Dr 14 Reston VA 20190 PC General Mission 10000 Saving Historic Hazelhurst 138 N Ragsdale Ave Hazlehurst MS 39083 PC General Mission 10000 Mercy for Animals 8033 Sunset Blvd Ste 864 Los Angeles CA 90046 PC General Mission 15750 Christian Appalachian Project PO Box 55911 Lexington KY 40555 PC General Mission 10000 Doctors Without Borders PO Box 5030 Hagerstown MD 21741 PC General Mission 10000 Vegan Outreach 3053 Freeport Blvd 282 Sacramento CA 95818 PC General Mission 15488 The Humane League PO Box 10476 Rockville MD 20849 PC General Mission 10000 Greener by Default 1519 W Warren Blvd Unit 503 PMB 17 Chicago IL 60607 PC General Mission 5000 86238 14 26934 18 134463 26934 134463 161397 false false false false false false false false false false X Tax Preparation Fees 3100 1550 0 1550 UBS - Common Stock 1450399 1450399 UBS - Closed End Funds and ETFs FMV 34308 34308 Corporate Agent 258 258 Brokerage Fees 15647 15647 0 0 2025 Estimated Tax 112 112 Foreign Tax 1967 1967