2025-05-15T07:42:58-05:00 2024-07-22 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-09-01 954769418 The Timothy and Judith Smith Foundation % Timothy Smith TIMO 8183463144 24500 Calabasas Road Calabasas CA 91302 timothy smith president 8183463144 2025-05-02 true true Jeffrey D Haskell P01345770 8008391754 2023 2025-03-06 01:10:19Z X X 0 X 500000 44886 44886 127258 127258 7335 53063 7335 679479 179479 0 13570 0 0 13570 36878 36878 500 24944 24944 75892 36878 0 38514 5015979 5015979 5091871 36878 0 5054493 -4412392 142601 867718 2940970 3808688 0 0 0 0 X 3808688 3808688 0 3808688 0 3808688 -4412392 603704 Publicly-traded Securities 53063 45728 7335 7335 7335 1982 1982 1982 1922 0 60 1982 0 false false false false false false true true true CA true false false false true true Timothy Smith 8183463144 24500 Calabasas Road Calabasas CA 91302 false false false false false false false false false false false false false false false false false false false false false Judith L Smith 24500 Calabasas Road Calabasas CA 91302 CFO, SEC, TREAS 1.0 0 0 0 Timothy Smith 24500 Calabasas Road Calabasas CA 91302 CEO, PRES 2.0 0 0 0 3098055 1038983 0 4137038 0 4137038 62056 4074982 181979 181979 1982 1982 179997 179997 179997 5054493 0 0 0 0 5054493 179997 107840 82687 96849 139042 97126 523544 5054493 179997 4874496 5398040 0 107840 5290200 82687 96849 139042 97126 4874496 Judith L Smith Timothy Smith X A NEW WAY OF LIFE REENTRY PROJECT 9512 S CENTRAL AVE LOS ANGELES CA 90002 N/A PC General & Unrestricted 5000 BISHOP O'DOWD HIGH SCHOOL 9500 STEARNS AVE OAKLAND CA 94605 N/A PC General & Unrestricted 30000 CATHOLIC EDUCATION FOUNDATION 3424 WILSHIRE BLVD 3RD FLOOR LOS ANGELES CA 90010 N/A PC General & Unrestricted 20000 CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES 330 N BRAND BLVD STE 640 GLENDALE CA 91203 N/A PC St. Gregory Endowment Fund 2000 DESERT COMMUNITY FOUNDATION 75105 MERLE DR STE 300 PALM DESERT CA 92211 N/A PC General & Unrestricted 5000 DOLORES MISSION ELEMENTARY SCHOOL PAROCHIAL 170 S GLESS ST LOS ANGELES CA 90033 N/A PC General & Unrestricted 5000 EVANS SCHOLARS FOUNDATION 2501 PATRIOT BLVD GLENVIEW IL 60026 N/A PC General & Unrestricted 10000 FLINTRIDGE SACRED HEART ACADEMY 440 SAINT KATHERINE DR LA CANADA CA 91011 N/A PC General & Unrestricted 5000 FRIENDS OF REED INC PO BOX 4558 VALLEY VLG CA 91617 N/A PC General & Unrestricted 1000 GUARDIAN ANGEL SCHOOL 10919 NORRIS AVE PACOIMA CA 91331 N/A PC General & Unrestricted 2000 HILLSIDE SCHOOL AND LEARNING CENTER 4331 OAK GROVE DR LA CANADA FLINTRIDGE CA 91011 N/A PC General & Unrestricted 1000 LOYOLA HIGH SCHOOL OF LOS ANGELES 1901 VENICE BLVD LOS ANGELES CA 90006 N/A PC General & Unrestricted 10000 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC 555 CALIFORNIA ST 14TH FL SAN FRANCISCO CA 94104 N/A PC Timothy & Judith Smith Family Foundation (IN-KIND GRANTS - SEE GENERAL EXPLANATION) 4738778 PROVIDENCE HIGH SCHOOL 511 SOUTH BUENA VISTA ST BURBANK CA 91505 N/A PC General & Unrestricted 3000 ROMAN ARCHBISHOP OF LOS ANGELES A CORPORATION SOLE 3424 WILSHIRE BLVD 6TH FL DEVELOPME LOS ANGELES CA 90010 N/A PC Together in Mission Program 2000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 N/A PC General & Unrestricted 69000 SANTA TERESITA SCHOOL 2646 ZONAL AVE LOS ANGELES CA 90033 N/A PC General & Unrestricted 2000 SOVEREIGN ORDER OF MALTA-WESTERN ASSOCIATION 324 MIDDLEFIELD RD MENLO PARK CA 94025 N/A PC General & Unrestricted 5000 ST BEDE THE VENERABLE CATHOLIC CHURCH 215 FOOTHILL BLVD LA CANADA CA 91011 N/A PC General & Unrestricted 50000 ST GENEVIEVE HIGH SCHOOL 13967 ROSCOE BLVD PANORAMA CITY CA 91402 N/A PC General & Unrestricted 5000 ST LAWRENCE BRINDISI SCHOOL 10044 COMPTON AVE LOS ANGELES CA 90002 N/A PC General & Unrestricted 5000 ST MICHAEL SCHOOL 1027 W 87TH ST LOS ANGELES CA 90044 N/A PC General & Unrestricted 1000 ST ODILIA SCHOOL 5300 HOOPER AVE LOS ANGELES CA 90011 N/A PC General & Unrestricted 5000 ST PATRICK SCHOOL 10626 ERWIN ST N HOLLYWOOD CA 91606 N/A PC General & Unrestricted 2000 ST RAPHAEL CATHOLIC SCHOOL 924 W 70TH ST LOS ANGELES CA 90044 N/A PC General & Unrestricted 1000 STILLPOINT RESOURCES CHARITABLE TR PO BOX 5103 WEST HILLS CA 91308 N/A PC General & Unrestricted 5000 THE WUNDERGLO FOUNDATION 10153 RIVERSIDE DR 732 LOS ANGELES CA 91602 N/A PC General & Unrestricted 4000 UNIVERSITY OF NOTRE DAME DU LAC 1100 GRACE HALL NOTRE DAME IN 46556 N/A PC General & Unrestricted 2000 VERBUM DEI HIGH SCHOOL 11100 SOUTH CENTRAL AVE LOS ANGELES CA 90059 N/A PC General & Unrestricted 20000 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC 555 CALIFORNIA ST 14TH FL SAN FRANCISCO CA 94104 N/A PC General & Unrestricted 201 5015979 14 44886 14 127258 18 7335 179479 179479 false false false false false false false false false false X X 1 Bob Smith BMW 24500 Calabasas Rd Calabasas CA 91302 500000 X PART XIV (FORM 990-PF): PART XIV (FORM 990-PF): DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $3,584,374 TOTAL BOOK VALUE OF PROPERTY: $2,980,670 TOTAL CASH PORTION OF GRANTS: $1,154,404 TOTAL AMOUNT OF GRANTS: $4,738,778 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: $603,704 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: AMERICAN FUNDS SMALLCAP WORLD FD CL F2 UNITS: 2,040 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $140,192 BOOK VALUE OF PROPERTY: $110,288 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $140,192 DESCRIPTION OF PROPERTY: CALVERT ULTRA SHORT INCOME FUND CLASS I UNITS: 15,348 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $151,481 BOOK VALUE OF PROPERTY: $152,966 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $151,481 DESCRIPTION OF PROPERTY: EAGLE GROWTH & INCOME TRUST CLASS I UNITS: 16,524 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $361,701 BOOK VALUE OF PROPERTY: $328,863 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $361,701 DESCRIPTION OF PROPERTY: FIDELITY ADVSR BIOTECH CL I UNITS: 3,501 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $112,172 BOOK VALUE OF PROPERTY: $90,743 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $112,172 DESCRIPTION OF PROPERTY: GOLDMAN SACHS EMERGING MARKETS EQ FD INSTI SHS UNITS: 1,346 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $31,669 BOOK VALUE OF PROPERTY: $41,970 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $31,669 DESCRIPTION OF PROPERTY: INVESCO INTERNATIONAL GROWTH FUND CLASS Y UNITS: 6,342 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $151,579 BOOK VALUE OF PROPERTY: $185,570 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $151,579 DESCRIPTION OF PROPERTY: JANUS GLOBAL TECHNOLOGY FUND CL I UNITS: 3,656 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $253,107 BOOK VALUE OF PROPERTY: $125,359 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $253,107 DESCRIPTION OF PROPERTY: JOHCM EMERGING MARKETS OPPORTUNITES FD INST SHS UNITS: 3,319 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $38,332 BOOK VALUE OF PROPERTY: $44,053 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $38,332 DESCRIPTION OF PROPERTY: MSIF FRONTIER EMERGING MKTS PORT CL I UNITS: 1,673 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $26,045 BOOK VALUE OF PROPERTY: $29,597 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $26,045 DESCRIPTION OF PROPERTY: NEW WORLD FUND, INC (F2) UNITS: 1,913 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $154,901 BOOK VALUE OF PROPERTY: $137,171 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $154,901 DESCRIPTION OF PROPERTY: PIMCO INCOME FUND P CLASS UNITS: 5,489 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $57,638 BOOK VALUE OF PROPERTY: $66,007 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $57,638 DESCRIPTION OF PROPERTY: PUTNAM ULTRA SHORT DURATION INC FD UNITS: 13,010 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $131,401 BOOK VALUE OF PROPERTY: $130,943 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $131,401 DESCRIPTION OF PROPERTY: SCHRODER INTL MULTI CAP FUND UNITS: 15,301 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $157,603 BOOK VALUE OF PROPERTY: $131,759 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $157,603 DESCRIPTION OF PROPERTY: SPDR DJ GLOBAL REAL ESTATE UNITS: 1,658 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $68,923 BOOK VALUE OF PROPERTY: $66,268 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $68,923 PART XIV (FORM 990-PF): PART XIV (FORM 990-PF): DESCRIPTION OF PROPERTY: SPDR S&P BANK ETF UNITS: 1,267 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $58,447 BOOK VALUE OF PROPERTY: $54,731 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $58,447 DESCRIPTION OF PROPERTY: SPDR S&P GLOBAL NATURAL RESOURCES ETF UNITS: 3,078 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $174,584 BOOK VALUE OF PROPERTY: $141,337 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $174,584 DESCRIPTION OF PROPERTY: VANGUARD DIVIDEND APPRECIATION ETF UNITS: 2,047 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $375,563 BOOK VALUE OF PROPERTY: $193,024 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $375,563 DESCRIPTION OF PROPERTY: VANGUARD DIVIDEND GROWTH FD UNITS: 9,548 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $363,665 BOOK VALUE OF PROPERTY: $250,891 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $363,665 DESCRIPTION OF PROPERTY: VANGUARD FTSE DEVELOPED MARKETS UNITS: 5,165 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $259,076 BOOK VALUE OF PROPERTY: $203,909 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $259,076 DESCRIPTION OF PROPERTY: VANGUARD SM-CAP ETF UNITS: 522 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $113,577 BOOK VALUE OF PROPERTY: $63,289 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $113,577 DESCRIPTION OF PROPERTY: VANGUARD ST BOND ETF UNITS: 3,665 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $280,849 BOOK VALUE OF PROPERTY: $293,941 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $280,849 DESCRIPTION OF PROPERTY: VANGUARD TOTAL BOND MARKET ETF UNITS: 822 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $59,242 BOOK VALUE OF PROPERTY: $68,016 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $59,242 DESCRIPTION OF PROPERTY: VANGUARD TOTAL INTL BD IDX ETF UNITS: 1,287 DATE OF DISTRIBUTION: 07-03-2024 GRANT RECIPIENT: MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC FMV OF PROPERTY: $62,625 BOOK VALUE OF PROPERTY: $69,975 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $62,625 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 July 22, 2024, The Timothy and Judith Smith Foundation (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation filed the attached Certificate of Dissolution with California Attorney General's Office on July 22,2024. 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. General Consultations 13570 13570 Administrative Fees 24724 24724 State or Local Filing Fees 220 220 GRANTS OF PUBLICLY TRADED SECURITIES 603704 Investment Management Services 36878 36878 990-PF Estimated Tax for 2024 500