2024-04-02T08:55:25-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2023-01-01 236238148 THE SMITH FOUNDATION AKA THE HOXIE HARRISON SMITH FOUNDATION SMIT 6109703080 PO BOX 665 DOWNINGTOWN PA 19335 CHARLES P BARBER PRESIDENT 6102690115 2024-03-28 1 CHARLES BARBER 999009999 1 CONNIE M LIRA P00481097 2156433900 2024-03-28 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 11773547 X X 290956 290956 152800 152800 152800 443756 443756 5600 0 5600 4121 0 4121 5933 0 5933 6063 543 0 3393 0 3393 1691 0 1691 4969 0 4969 31770 543 25707 565500 565500 597270 543 591207 -153514 443213 4690 4063 4063 1929189 1210092 1210092 5230499 5796553 10559392 7164378 7010708 11773547 0 0 X 7164378 7010708 7164378 7010708 7164378 7010708 7164378 -153514 0 7010864 156 7010708 CAPITAL GAINS DIVIDENDS P 152800 152800 152800 152800 6161 0 6161 0 6161 11369 0 0 0 11369 0 5208 5208 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A CHARLES P BARBER 6109703080 PO BOX 665 DOWNINGTOWN PA 19335 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES P BARBER PO BOX 665 DOWNINGTOWN PA 19335 PRESIDENT 1.00 700 0 0 WILLIAM W HEILIG PO BOX 665 DOWNINGTOWN PA 19335 VICE PRESIDENT 1.00 0 0 0 MARK T LEDGER PO BOX 665 DOWNINGTOWN PA 19335 VICE PRESIDENT 1.00 700 0 0 LEE E DANEY PO BOX 665 DOWNINGTOWN PA 19335 ASSISTANT SECRETARY 1.00 700 0 0 KENNETH L BRIER PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 KENNETH M DETREUX PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 ROBERT B MURRAY PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 PAUL F PUGH PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 CHARLIE SHIELDS PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 0 0 0 JACK T TOMARCHIO PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 NONE 0 NONE 0 0 9347588 1927794 0 11275382 0 0 11275382 169131 11106251 555313 555313 6161 6161 549152 0 549152 0 549152 591207 0 591207 549152 0 0 107360 71082 28517 32434 50513 289906 591207 0 0 0 549152 42055 0 0 331961 0 0 0 0 0 0 107360 224601 71082 28517 32434 50513 42055 CHARLES P BARBER PO BOX 665 DOWNINGTOWN PA 19335 6109703080 REQUESTS SHOULD BE SUBMITTED IN LETTER FORMAT AND SHOULD INCLUDE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS. BEFORE AUGUST 31ST OF EACH YEAR APPLICATIONS WILL ONLY BE ACCEPTED FROM 501(C)(3) PUBLIC CHARITIES THAT ARE LOCATED IN PHILADELPHIA AND ITS SURROUNDING FOUR COUNTIES. ACADEMY OF NATURAL SCIENCES 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 191031101 PC SUPPORT WOMEN IN NATURAL SCIENCE (WINS) PROGRAM 10000 ACHIEVEABILITY 5901 MARKET STREET SUITE 410 PHILADELPHIA PA 19139 PC COMPREHENSIVE FAMILY SELF-SUFFICIENCY PROGRAM 11000 BAKER INDUSTRIES 184 PENNSYLVANIA AVENUE MALVERN PA 193552864 PC OPERATING EXPENSES 10000 BETHESDA PROJECT 1630 SOUTH STREET PHILADELPHIA PA 19146 PC OPERATING EXPENSES 10000 BOY SCOUTS OF AMERICA CHESTER COUNTY COUNCIL 1 SCOUTING WAY EXTON PA 19341 PC OPERATING EXPENSES 10000 CARE CENTER FOUNDATION 127-129 S MATLACK STREET WEST CHESTER PA 19382 PC OPERATING EXPENSES 11000 CHESTER CHARTER SCHOLARS ACADEMY FOUNDATION 1500 HIGHLAND AVENUE CHESTER PA 19013 PC ARTS INTEGRATED CURRICULUM 10000 CHESTER COUNTY FUTURES 50 S 1ST AVENUE SUITE 105 COATESVILLE PA 19320 PC PASSPORT TO COLLEGE PROGRAM 10000 CHESTER COUNTY OPPORTUNITIES INDUSTRIALIZATION CENTER (OIC) 22 N 5TH AVENUE COATESVILLE PA 19320 PC HOPE PROGRAM 10000 CITYTEAM CHESTER 634 SPROUL ROAD CHESTER PA 19013 PC OPERATING EXPENSES 10000 COMMUNITY VOLUNTEERS IN MEDICINE 300B LAWRENCE DRIVE WEST CHESTER PA 193804263 PC OPERATING EXPENSES 10000 CRADLES TO CRAYONS PHILADELPHIA PO BOX 411134 BOSTON MA 022411125 PC OPERATING EXPENSES 10000 DARLINGTON ARTS CENTER 977 SHAVERTOWN ROAD GARNET VALLEY PA 190611104 PC OUTREACH PROGRAM 7500 DREXEL UNIVERSITY PO BOX 8215 PHILADELPHIA PA 191019684 PC SUPPORT CADET SCHOLARSHIP AWARDS PROGRAM 7000 ENTREPRENEUR WORKS 400 MARKET STREET SUITE 210 PHILADELPHIA PA 19106 PC OPERATING EXPENSES 10000 ESPERANZA IMMIGRATION LEGAL SERVICES 4261 NORTH FIFTH STREET PHILADELPHIA PA 19140 PC OPERATING EXPENSES 10000 FACE TO FACE 123 E PRICE STREET PHILADELPHIA PA 19144 PC OPERATING EXPENSES 3000 FREEDOMS FOUNDATION AT VALLEY FORGE PO BOX 67 VALLEY FORGE PA 194810067 PC OPERATING EXPENSES 10000 FRIENDS HOME IN KENNETT SQUARE 147 WEST STATE STREET KENNETT SQUARE PA 19348 PC FLOOR REPLACEMENT 11000 GOOD WORKS INC PO BOX 1441 COATESVILLE PA 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10000 NET TREATMENT SERVICES 7520 STATE ROAD SUITE E PHILADELPHIA PA 19136 PC EMERGENCY FAMILY FUND 11000 NEW HORIZONS SENIOR CENTER 206 PRICE AVENUE PO BOX 85 NARBERTH PA 19072 PC OPERATING EXPENSES 10000 ORION COMMUNITIES OF PHOENIXVILLE 237 BRIDGE STREET PHOENIXVILLE PA 19460 PC COMMUNITY EMERGENCY FUND 10000 PENNSYLVANIA COLLEGE OF OPTOMETRY 8360 OLD YORK ROAD ELKINS PARK PA 190271516 PC SPECIAL NEEDS VISION IMPAIRMENT (SPARC) 7500 PENNSYLVANIA SCHOOL FOR THE DEAF 100 WEST SCHOOL HOUSE LANE PHILADELPHIA PA 19144 PC OPERATING EXPENSES 10000 PHOENIXVILLE FREE CLINIC 143 CHURCH STREET PHOENIXVILLE PA 19460 PC OPERATING EXPENSES 8000 POLICE ATHLETIC LEAGUE OF PHILADELPHIA 3068 BELGRADE STREET PHILADELPHIA PA 19134 PC CREATE GARDEN SPACES 10000 SALVATION ARMY PO BOX 308 533 SWEDE STREET NORRISTOWN PA 194040308 PC OPERATING EXPENSES 11000 SENIOR COMMUNITY SERVICES 600 SWARTHMORE AVENUE FOLSOM PA 19033 PC COGNITIVE STIMULATION KIT PROGRAM 7500 SPECIAL OLYMPICS PENNSYLVANIA 2570 BLVD OF THE GENERALS SUITE 124 NORRISTOWN PA 194033675 PC UNIFIED CHAMPION SCHOOLS (UCS) PROGRAM 10000 SQUASHSMARTS INC CO THE LENFEST CENTER 3890 N 10TH STREET PHILADELPHIA PA 19140 PC OPERATING EXPENSES 4000 STARFINDER FOUNDATION 4015 MAIN STREET PHILADELPHIA PA 19127 PC OPERATING EXPENSES 8500 SUPPORT CENTER FOR CHILD ADVOCATES 1617 JFK BLVD SUITE 1200 PHILADELPHIA PA 19103 PC YES PROGRAM 10000 SURREY SERVICES FOR SENIORS 60 SURREY WAY DEVON PA 19333 PC OPERATING EXPENSES 10000 TECH IMPACT 100 N 18TH STREET SUITE 410 PHILADELPHIA PA 19103 PC SUPPORT IT WORKS 10000 THE ARC OF CHESTER COUNTY 900 LAWRENCE DRIVE WEST CHESTER PA 19380 PC ADVOCACY PROGRAM 11000 THE CAMPHILL SCHOOL 1784 FAIRVIEW ROAD GLENMOORE PA 193432624 PC SUPPORT FINANCIAL ASSISTANCE TO RESIDENTS 10000 THE CITY SCHOOL PO BOX 8026 PHILADELPHIA PA 19101 PC SUPPORT SCHOLARSHIP PROGRAM 11000 THE FOOD TRUST ONE PENN CENTER 1617 JFK BLVD SUITE 900 PHILADELPHIA PA 19103 PC EDUCATION OF YOUTH IN FARM TO SCHOOL ACTIVITIES 10000 THE FRANKLIN INSTITUTE 222 NORTH 20TH STREET PHILADELPHIA PA 19103 PC SUPPORT PACTS AND STEM PROGRAMS 11000 TRAVIS MANION FOUNDATION PO BOX 1485 DOYLESTOWN PA 18901 PC SUPPORT VETERAN SERVICES PROGRAM 10000 TRELLIS FOR TOMORROW 35 HALL STREET SUITE 302 PHOENIXVILLE PA 19460 PC SEED SKILLS PROGRAM 10000 UNITED SERVICES ORGANIZATIONS (USO) 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 PC PROGRAM EXPENSES AT THE PHILADELPHIA AIRPORT 10000 VALLEY FORGE MILITARY ACADEMY 1001 EAGLE ROAD WAYNE PA 190873695 PC SUPPORT TWO SCHOLARSHIP AWARDS 5000 VETERANS MULTI-SERVICE CENTER 213-217 N 4TH STREET PHILADELPHIA PA 191061801 PC ESSENTIALS FOR VETERANS IN FOUR COUNTY AREA 10000 VILLANOVA UNIVERSITY 800 LANCASTER AVENUE VILLANOVA PA 19085 PC SUPPORT TWO MIDSHIPMEN SCHOLARSHIP AWARDS 7000 WAGNER FREE INSTITUTE OF SCIENCE 1700 W MONTGOMERY AVENUE PHILADELPHIA PA 191213227 PC OPERATING EXPENSES 10000 WASHINGTON CROSSING FOUNDATION 6934 N RADCLIFFE STREET PO BOX 500 BRISTOL PA 19007 PC SUPPORT TWO SCHOLARSHIP AWARDS 6000 WEST CHESTER AREA SENIOR CENTER 530 EAST UNION STREET WEST CHESTER PA 19382 PC OPERATING EXPENSES 10000 WEST CHESTER UNIVERSITY FOUNDATIONROTC 202 CARTER DRIVE WEST CHESTER PA 19382 PC SUPPORT TWO SCHOLARSHIP AWARDS 6000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN ROAD MEDIA PA 190635299 PC LANDSCAPE HORTICULTURAL CONSTRUCTION PROGRAM 10000 WOMEN'S RESOURCE CENTER PO BOX 596 113 W WAYNE AVENUE WAYNE PA 19087 PC GIRLS LEAD PROGRAM 7500 565500 0 14 290956 14 152800 0 443756 0 443756 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4121 0 4121 OAKMARK FUND, 11,894.142 SH 548625 1576687 ROYCE SMALLER COMPANIES GROWTH SERVICE, 21,029.408 SH 207363 134799 ROYCE MICRO CAP TR INC, 21,043.160 SH 212041 194439 SPDR SER TR KBW REGL BKG ETF, 1,650 SH 36458 86510 APPLE INC, 1,800 SH 26362 346554 ARBOR REALTY TRUST INC, 1,000 SH 12540 15180 BRISTOL MYERS SQUIBB COMPANY, 500 SH 28205 25655 CATERPILLAR INC, 400 SH 45984 118268 CHEVERON CORP COM, 1,000 SH 65020 149160 COMCAST CORP CL A NEW, 1,500 SH 50088 65775 CUMMINS INC, 600 SH 79060 143742 FORD MOTOR CO, 2,500 SH 44250 30475 FREEPORT MORGAN, 2,700 SH 18244 114939 HSBC HOLDINGS PLC, 1,208 SH 63763 48972 INTEL CORP COM, 2,800 SH 76255 140700 JOHNSON & JOHNSON COM, 1,000 SH 54322 156740 JP MORGAN CHASE, 1,000 SH 43166 170100 LAM RESEARCH CORP, 75 SH 41250 58745 L3HARRIS TECHNOLOGIES INC, 520 SH 26846 109522 MAGNA INTERNATIONAL INC CLASS A, 1,900 SH 92601 112252 MICROSOFT CORP, 400 SH 102339 150415 PNC FINANCIAL SERVICES, 200 SH 23430 30970 QUALCOMM INC, 300 SH 45600 43389 RTX CORP (FORMERLY RAYTHEON TECHNOLOGIES CORP), 400 SH 15626 33656 SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD CO, 400 SH 37200 34148 THERMO FISHER SCIENTIFIC INC, 110 SH 55000 58387 UGI CORP, 2,500 SH 33152 61500 WALMART STORES INC, 1,000 SH 49684 157650 VANGUARD HEALTH CARE FUND ADM, 8,464.364 SH 575360 746303 VANGUARD HIGH-YIELD CORP FUND ADM, 137,087.868 SH 799022 743016 VANGUARD INTER-TERM INVEST-GR ADM, 49,864.616 SH 401391 432825 VANGUARD PRIMECAP FUND ADMIRAL, 10,817.356 SH 809520 1691294 VANGUARD SHORT-TERM INV GR ADM, 61,740.503 SH 660203 631605 VANGUARD 500 INDEX FUND ADM, 4,420.600 SH 416583 1945020 COST BASIS ADJUSTMENT 156 OFFICE EXPENSES 4969 0 4969 ADMINISTRATIVE ASSISTANCE 4025 0 4025 TECHNOLOGY ASSISTANCE 1908 0 1908 FOREIGN TAXES 543 543 0 990-PF FEDERAL EXCISE TAX 5520 0 0