2026-01-14T13:50:53-06:00 2025-08-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-09-01 954765933 The Michael & Patricia Smith Foundation % Foundation Source MICH 3236815571 4427 WOODLEIGH LANE LA CANADA CA 91011 Michael Smith President 3236815571 2026-01-09 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 343018 X 0 X 1 1 32859 32859 19864 184016 19864 52724 52724 0 4107 4107 1081 7084 7084 12272 4107 7084 130000 130000 142272 4107 137084 -89548 48617 0 2906 7004 7004 21409 382977 310740 336014 407292 317744 343018 0 0 X 407292 317744 407292 317744 407292 317744 407292 -89548 317744 317744 Publicly-traded Securities 184016 164152 19864 19864 19864 676 676 676 700 0 700 X 0 24 24 false false false false false false true true true CA 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 Meghan Smith Bender 4427 WOODLEIGH LANE LA CANADA CA 91011 Dir 0.0 0 0 0 Kathleen Smith Reichert 4427 WOODLEIGH LANE LA CANADA CA 91011 Dir 0.0 0 0 0 Michael J Smith 4427 WOODLEIGH LANE LA CANADA CA 91011 Pres, CEO, Dir 2.0 0 0 0 Patricia M Smith 4427 WOODLEIGH LANE LA CANADA CA 91011 CFO, Sec, Treas, Dir 2.0 0 0 0 Peter Smith 4427 WOODLEIGH LANE LA CANADA CA 91011 Dir, Treas 1.0 0 0 0 Tommy Smith 4427 WOODLEIGH LANE LA CANADA CA 91011 Dir 0.0 0 0 0 Will Smith 4427 WOODLEIGH LANE LA CANADA CA 91011 Dir 0.0 0 0 0 Carolyn Smith Snyder 4427 WOODLEIGH LANE LA CANADA CA 91011 Dir, Sec 1.0 0 0 0 397152 4670 0 401822 0 401822 6027 395795 19790 19790 676 676 19114 19114 19114 137084 0 0 0 0 137084 19114 31554 41380 137821 228106 269726 708587 137084 19114 117970 826557 0 31554 795003 41380 137821 228106 269726 117970 Michael J Smith Patricia M Smith X BRACKENS KITCHEN INC 13941 NAUTILUS DR GARDEN GROVE CA 92843 N/A PC General & Unrestricted 1000 CAMP RONALD MCDONALD FOR GOOD TIMES 1250 LYMAN PL LOS ANGELES CA 90029 N/A PC General & Unrestricted 2000 CAPUCHIN FRANCISCAN ORDER OF CA 1345 CORTEZ AVE BURLINGAME CA 94010 N/A PC Seminarian Appeal 1000 CAPUCHIN FRANCISCAN ORDER OF CA 1345 CORTEZ AVE BURLINGAME CA 94010 N/A PC Capuchin Franciscan Mexico Mission 1000 CHURCH OF THE INCARNATION 121 W GLENOAKS BLVD GLENDALE CA 91202 N/A PC General & Unrestricted 1000 DOLORES MISSION 171 S GLESS ST LOS ANGELES CA 90033 N/A PC General & Unrestricted 2500 FAITH IN ACTION NETWORK 171 SANTA ROSA AVE OAKLAND CA 94610 N/A PC General & Unrestricted 500 FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS PO BOX 17408 DENVER CO 80217 N/A PC General & Unrestricted 500 GOOD SHEPHERD SHELTER OF LOS ANGELES 2561 VENICE BLVD LOS ANGELES CA 90019 N/A PC Mending Broken Wings 1000 HOLY FAMILY CATHEDRAL SCHOOL 530 S GLASSELL ST ORANGE CA 92866 N/A PC Scholarship Fund 10000 HOPING HEARTS FOUNDATION INC 251 W CENTRAL AVE 278 SPRINGBORO OH 45066 N/A PC General & Unrestricted 1000 HOSPITALLER FOUNDATION OF CALIFORNIA INC 2468 S ST ANDREWS PL LOS ANGELES CA 90018 N/A PC General & Unrestricted 2000 IGNATIANS WEST 8601 LINCOLN BLVD LOS ANGELES CA 90045 N/A PC Madonna Della Strada 1000 JESUITS WEST PO BOX 68 LOS GATOS CA 95031 N/A PC General & Unrestricted 10000 JESUITS WEST PO BOX 68 LOS GATOS CA 95031 N/A PC San Diego Jesuit Community 2000 KINO BORDER INITIATIVE PO BOX 159 NOGALES AZ 85628 N/A PC General & Unrestricted 1500 LOYOLA INSTITUTE FOR SPIRITUALITY 434 S BATAVIA ST ORANGE CA 92868 N/A PC Hearts on Fire 1000 MARYVALE 7600 GRAVES AVE ROSEMEAD CA 91770 N/A PC Restoring Hope Program 1000 MATER DEI HIGH SCHOOL 1202 W EDINGER AVE SANTA ANA CA 92707 N/A PC Scholarship Fund 20000 MATER DOLOROSA PASSIONIST RETREAT CENTER INC 700 N SUNNYSIDE AVE SIERRA MADRE CA 91024 N/A PC General & Unrestricted 1000 OUR LADY OF GUADALUPE CATHOLIC PARISH IN SAN DIEGO 1770 KEARNEY AVE SAN DIEGO CA 92113 N/A PC General & Unrestricted 1000 PRECIOUS BLOOD CHURCH 435 S OCCIDENTAL BLVD LOS ANGELES CA 90057 N/A PC General & Unrestricted 1000 PROVINCIAL OFFICE OF THE CONGREGATION OF THE RESUR 3601 N CALIFORNIA AVE CHICAGO IL 60618 N/A PC General & Unrestricted 500 ROMAN ARCHBISHOP OF LOS ANGELES A CORPORATION SOLE 3424 WILSHIRE BLVD 6TH FL DEVELOPME LOS ANGELES CA 90010 N/A PC Archbishop's Awards - Wildfire Funds 1000 ROMAN ARCHBISHOP OF LOS ANGELES A CORPORATION SOLE 3424 WILSHIRE BLVD 6TH FL DEVELOPME LOS ANGELES CA 90010 N/A PC Charitable Event 1000 ROMAN CATHOLIC BISHOP OF SAN BERNARDINO 1201 E HIGHLAND AVE SAN BERNARDINO CA 92404 N/A PC Our Lady of the Lake Diocese Development Fund 1000 SAINT ANDREWS ABBEY INC PO BOX 40 VALYERMO CA 93563 N/A PC General & Unrestricted 2000 SAN GABRIEL VALLEY HABITAT FOR HUMANITY 800 W CHESTNUT AVE STE 210 MONROVIA CA 91016 N/A PC General & Unrestricted 500 SISTERS OF CHARITY OF ROLLING HILLS 28600 PALOS VERDES DR E RANCHO PALOS VERDES CA 90275 N/A PC General & Unrestricted 1000 SISTERS OF SAINT JOSEPH OF CARONDELET 4001 W 7TH ST LOS ANGELES CA 90005 N/A PC St. Joseph Worker Program - California Dreamin' 3000 SISTERS OF SAINT JOSEPH OF ORANGE A CORP 440 S BATAVIA ST ORANGE CA 92868 N/A PC General & Unrestricted 1000 SISTERS OF THE HOLY FAITH 12322 S PARAMOUNT BLVD DOWNEY CA 90242 N/A PC General & Unrestricted 2000 ST BEDE CATHOLIC SCHOOL 4524 CROWN AVE LA CANADA FLT CA 91011 N/A PC Scholarship Fund 15000 ST BEDE THE VENERABLE CATHOLIC CHURCH 215 FOOTHILL BLVD LA CANADA CA 91011 N/A PC Together in Mission 2000 ST BEDE THE VENERABLE CATHOLIC CHURCH 215 FOOTHILL BLVD LA CANADA CA 91011 N/A PC General & Unrestricted 3500 ST BEDE THE VENERABLE CATHOLIC CHURCH 215 FOOTHILL BLVD LA CANADA CA 91011 N/A PC Eaton Outreach support 1000 ST FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE 200 FOOTHILL BLVD LA CANADA CA 91011 N/A PC Fr. Tony Marti Scholarship Fund 2500 ST FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE 200 FOOTHILL BLVD LA CANADA CA 91011 N/A PC Scholarship Fund 6000 ST FRANCIS OF ASSISI 1048 W VENTURA ST FILLMORE CA 93015 N/A PC General & Unrestricted 4000 ST JOHN EUDES PARISH 9901 MASON AVE CHATSWORTH CA 91311 N/A PC General & Unrestricted 2000 ST JOHN OF GOD RETIREMENT AND CARE CENTER 2468 S ST ANDREWS PL LOS ANGELES CA 90018 N/A PC Annual Mid-Season Banquet 2000 ST JOHN THE BAPTIST 3883 BALDWIN PARK BLVD BALDWIN PARK CA 91706 N/A PC General & Unrestricted 1000 ST LAWRENCE OF BRINDISI 10122 COMPTON AVE LOS ANGELES CA 90002 N/A PC General & Unrestricted 7000 ST MELS CHURCH 20870 VENTURA BLVD WOODLAND HLS CA 91364 N/A PC General & Unrestricted 1000 ST RAPHAEL CATHOLIC SCHOOL 924 W 70TH ST LOS ANGELES CA 90044 N/A PC Adopt-A-Student 500 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 N/A PC Peter & Christine Smith Scholarship Fund 4000 VERBUM DEI HIGH SCHOOL 11100 SOUTH CENTRAL AVE LOS ANGELES CA 90059 N/A PC President's Gala 1000 WELLES REMY CROWTHER CHARITABLE TR PO BOX 780 NYACK NY 10960 N/A PC General & Unrestricted 1000 WWP INC - WOUNDED WARRIOR PROJECT INC PO BOX 758516 TOPEKA KS 66675 N/A PC General & Unrestricted 500 130000 14 1 14 32859 18 19864 52724 52724 false false false false false false false false false false ABERDEEN BLOOMBERG ALL COMMODI 24887 25344 AMERICAN FUNDS SMALLCAP WORLD 25869 34397 CALVERT ULTRA SHORT INCOME FUN 17006 16957 EAGLE GROWTH & INCOME TRUST CL 51223 51583 MFS INTL INTRINSIC VALUE FD I 44107 47922 NEW WORLD FUND, INC (F2) 14630 19137 PIMCO INCOME FUND P CLASS 57062 51506 PUTNAM ULTRA SHORT DURATION IN 16899 16939 VANGUARD DIVIDEND GROWTH FD 44448 51622 VANGUARD FTSE DEVELOPED MARKET 14609 20607 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending August 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $130,000. This amount represents 25% or more of the Foundation's net assets of $456,127 (as measured by fair market value) at the beginning of the Foundation's taxable year ending August 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 7009 7009 State or Local Filing Fees 75 75 Investment Management Services 4107 4107 990-PF Estimated Tax for 2025 700 990-PF Excise Tax for 2024 381