Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
Theda and Tamblin Clark Smith Family
Foundation Inc
% THEDA & TAMBLIN C SMITH FDN
Number and street (or P.O. box number if mail is not delivered to street address)24918 Genesee Trail RoadSuite 203Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Golden, CO80401
A Employer identification number

39-6125329
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$38,461,789J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 34,589,565
2 Check bullet
3 Interest on savings and temporary cash investments 1,341 1,341  
4 Dividends and interest from securities...... 365,453 365,453  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 615,950
b Gross sales price for all assets on line 6a 11,637,588
7 Capital gain net income (from Part IV, line 2)... 2,854,029
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 35,572,309 3,220,823  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,730 730   72,000
14 Other employee salaries and wages...... 117,550     117,550
15 Pension plans, employee benefits....... 14,688     14,688
16a Legal fees (attach schedule)......... Click to see attachment 4,375 0 0 4,375
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 138,219 135,819   2,400
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,066 966    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 13,200     13,200
21 Travel, conferences, and meetings....... 21,311 2,432   18,879
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,395 252   38,143
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 422,534 140,199 0 281,235
25 Contributions, gifts, grants paid........ 1,031,453 1,031,453
26 Total expenses and disbursements. Add lines 24 and 25 1,453,987 140,199 0 1,312,688
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,118,322
b Net investment income (if negative, enter -0-) 3,080,624
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 117,150 2,233,369 2,233,369
3 Accounts receivable bullet17,802
Less: allowance for doubtful accounts bullet     17,802 17,802
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment4,307,524 4,279,225
b Investments—corporate stock (attach schedule)........ 2,101,429 Click to see attachment27,763,083 29,688,458
c Investments—corporate bonds (attach schedule)........ 201,872 Click to see attachment2,203,995 2,229,935
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........   Click to see attachment13,000 13,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,420,451 36,538,773 38,461,789
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,420,451 36,538,773
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,420,451 36,538,773
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,420,451 36,538,773
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,420,451
2 Enter amount from Part I, line 27a..................... 2 34,118,322
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 36,538,773
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 36,538,773
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b RARE BOOK COLLECTION D    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 11,636,240   8,783,559 2,852,681
b 1,348   0 1,348
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2,852,681
b       1,348
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,854,029
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 291,243 2,623,662 0.111006
2011 139,011 2,768,877 0.050205
2010 115,268 2,616,647 0.044052
2009 146,214 2,346,927 0.0623
2008 152,354 2,744,025 0.055522
2 Total of line 1, column (d) ...................... 2 0.323085
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.064617
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 17,303,507
5 Multiply line 4 by line 3....................... 5 1,118,101
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 30,806
7 Add lines 5 and 6......................... 7 1,148,907
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,312,688
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 30,806
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 30,806
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,806
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 3,770
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 28,355
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,125
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,319
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,319 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO, WI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTHEDA & TAMBLIN C SMITH FDN Telephone no.bullet (303) 407-9501
    Located atbullet24918 GENESEE TRAIL ROAD SUITE 203GoldenCO ZIP+4bullet80401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    David W Radford Dir / Sec
    1.0     		18,000    
    24918 Genesee Trail Road
    Golden,CO80401
    Carlton Smith VP / Dir / Treas
    1.0     		18,000    
    24918 Genesee Trail Road
    Golden,CO80401
    Marc Vaccaro Pres / Dir / Chairman/CEO
    1.0     		18,000    
    24918 Genesee Trail Road
    Golden,CO80401
    Sylvia Vaccaro Dir
    1.0     		18,730    
    24918 Genesee Trail Road
    Golden,CO80401
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    PETER RADFORD EXECUTIVE DIRECTOR
    40.0     		115,000 5,971  
    24918 GENESEE TRAIL ROAD
    GOLDEN,CO80401
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BNY Mellon Bank Investment Mgt 128,666
    1 Wall St
    NEW YORK,NY10286
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    865,175
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    30,806
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,806
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    834,369
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    834,369
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    834,369
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 834,369
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:2011, 2010, 2009  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 17,083
    b From 2009....... 30,734
    c From 2010.......  
    d From 2011....... 1,591
    e From 2012....... 167,428
    fTotal of lines 3a through e......... 216,836
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,312,688
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 834,369
    e Remaining amount distributed out of corpus 478,319
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 695,155
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		17,083
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		678,072
    10 Analysis of line 9:
    a Excess from 2009.... 30,734
    b Excess from 2010....  
    c Excess from 2011.... 1,591
    d Excess from 2012.... 167,428
    e Excess from 2013.... 478,319
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALANO SOCIETY INC
    511 N CARROLL ST
    MADISON,WI53703     		N/A PC renovation fund 40,000
    ASSN OF SMALL FOUNDATIONS EXPONENT PHILanthropy
    1720 N ST NW
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 200
    AUTHENTIC VOICES OF AMERICA INC
    209 S PLEASANT ST
    WHITEWATER,WI53190     		N/A PC disabled youth program 1,000
    BEST FRIENDS OF NEENAH MENASHA INC
    181 E N WATER ST STE 225
    NEENAH,WI54956     		N/A PC General & Unrestricted 1,000
    BOYS & GIRLS CLUB FOX VALLEY INC
    160 S BADGER AVE
    APPLETON,WI54914     		N/A PC General & Unrestricted 2,000
    BOYS & GIRLS CLUB OF FOND DU LAC INC
    76 W 2ND ST
    FOND DU LAC,WI54935     		N/A PC General & Unrestricted 2,000
    BOYS & GIRLS CLUB OF OSHKOSH INC
    PO BOX 411
    OSHKOSH,WI54903     		N/A PC General & Unrestricted 250
    BOYS & GIRLS CLUB OF OSHKOSH INC
    PO BOX 411
    OSHKOSH,WI54903     		N/A PC Kids Transportation Fund 10,000
    BOYS & GIRLS CLUBS OF ELKHART COUNTY INC
    102 W LINCOLN AVE STE 240
    GOSHEN,IN46526     		N/A PC General & Unrestricted 45,000
    BOYS AND GIRLS CLUB OF DANE COUNTY INC
    2001 TAFT ST
    MADISON,WI53713     		N/A PC General & Unrestricted 3,000
    BOYS AND GIRLS CLUB OF DANE COUNTY INC
    2001 TAFT ST
    MADISON,WI53713     		N/A PC College Club program 50,000
    CAMPUS CRUSADE FOR CHRIST INC
    PO BOX 628222
    ORLANDO,FL32862     		N/A PC General & Unrestricted 300
    CAP SERVICES INC
    5499 HWY 10 E STE A
    STEVENS POINT,WI54482     		N/A PC Enhanced Basic Skills and Fresh Start programs 50,000
    CAP SERVICES INC
    5499 HWY 10 E STE A
    STEVENS POINT,WI54482     		N/A PC Fresh Start program 10,000
    CHAPS ACADEMY INC
    N5367 MAYFLOWER RD
    SHIOCTON,WI54170     		N/A PC General & Unrestricted 1,000
    CHILDRENS HEALTH CARE FOUNDATION
    2525 CHICAGO AVE
    MINNEAPOLIS,MN55404     		N/A PC General & Unrestricted 6,000
    CHILMARK TOWN AFFAIRS COUNCIL INC
    PO BOX 29
    CHILMARK,MA02535     		N/A PC General & Unrestricted 6,000
    CHRISTINE ANN DOMESTIC ABUSE SERVICES INC
    PO BOX 99
    NEENAH,WI54957     		N/A PC Room for Hope Campaign 20,000
    COMMUNITY CLOTHES CLOSET INC
    1465-B OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC operations support in Appleton 3,000
    COMMUNITY CLOTHES CLOSET INC
    1465-B OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC Remodel in Appleton fund 12,500
    COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
    PO BOX 563
    APPLETON,WI54912     		N/A PC Charitable Event 25,000
    COTS INC
    PO BOX 1645
    APPLETON,WI54912     		N/A PC Young Adult Program 5,000
    CRANBROOK EDUCATIONAL COMMUNITY
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		N/A PC Cranbrook Schools fund 3,000
    C Wolff
    4011 E 129th Way
    Thornton,CO80241     		NONE N/A Hardship Assistance Grant 5,000
    DENVER RESCUE MISSION
    3501 E 46TH AVE
    DENVER,CO80216     		N/A PC General & Unrestricted 5,450
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    EVERGREEN CHRISTIAN OUTREACH
    PO BOX 1515
    EVERGREEN,CO80437     		N/A PC General & Unrestricted 23,000
    EVERGREEN CHRISTIAN OUTREACH
    PO BOX 1515
    EVERGREEN,CO80437     		N/A PC Evergreen Christian Food Bank Program 3,000
    FATHER CARRS PLACE 2B LTD
    1062 N KOELLER ST
    OSHKOSH,WI54902     		N/A PC General & Unrestricted 1,000
    FUTURE EDUCATIONAL FILMS INC
    20 SOUTHRIDGE RD W
    TIBURON,CA94920     		N/A PC Camino documentary Project 1,500
    GRACE EPISCOPAL CHURCH
    116 W WASHINGTON AVE
    MADISON,WI53703     		N/A PC General & Unrestricted 900
    GROTON SCHOOL
    282 FARMERS ROW
    GROTON,MA01450     		N/A PC Annual Fund 3,000
    HIMALAYAN INTL INSTITUTE OF YOGA SCI & PHil of usa
    952 BETHANY TPKE
    HONESDALE,PA18431     		N/A PC General & Unrestricted 52,000
    INTERNATIONAL BIRD RESCUE
    36901 S GAFFEY RD
    SAN PEDRO,CA90731     		N/A PC General & Unrestricted 3,500
    INTO YOUR HANDS INC
    PO BOX 3981
    EVERGREEN,CO80437     		N/A PC General & Unrestricted 2,000
    IOWA PUBLIC TELEVISION FOUNDATION
    PO BOX 6400
    JOHNSTON,IA50131     		N/A PC Duncan Entertainment Group Production fund 75,000
    IOWA PUBLIC TELEVISION FOUNDATION
    PO BOX 6400
    JOHNSTON,IA50131     		N/A PC Quest for Meaning program 35,000
    IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC
    149 WAUBESA ST
    MADISON,WI53704     		N/A PC General & Unrestricted 8,160
    J Murn
    1309 North Sherman Ave
    Madison,WI53714     		NONE N/A Hardship Assistance Grant 4,800
    LEAVEN INC
    1475 OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC Needy Children's Fund 35,000
    MADISON AUDUBON SOCIETY INC
    1400 E WASHINGTON AVE STE 170
    MADISON,WI53703     		N/A PC General & Unrestricted 21,200
    MADISON AUDUBON SOCIETY INC
    1400 E WASHINGTON AVE STE 170
    MADISON,WI53703     		N/A PC Conservation fund 7,500
    MADISON MUSEUM OF CONTEMPORARY ART INC
    227 STATE ST
    MADISON,WI53703     		N/A PC General & Unrestricted 20,000
    MADISON PARKS FOUNDATION INC
    1402 WINGRA CREEK PKWY
    MADISON,WI53715     		N/A PC Skateboard Park Fund 500
    MADISON PARKS FOUNDATION INC
    1402 WINGRA CREEK PKWY
    MADISON,WI53715     		N/A PC Skateboard Park Program 3,000
    MARQUETTE NEIGHBORHOOD ASSOCIATION
    PO BOX 3223
    MADISON,WI53704     		N/A PC General & Unrestricted 3,000
    MCMSA FOUNDATION
    40 S PERRY ST STE 100
    DAYTON,OH45402     		N/A PC Wright State Medical Scholarship 3,000
    MUSCULAR DYSTROPHY ASSOCIATION
    2670 S ASHLAND STE 101
    GREEN BAY,WI54304     		N/A PC Green Bay MDA Summer Camp Program 15,000
    NEHEMIAH COMMUNITY DEVELOPMENT CORPORATION
    655 W BADGER RD
    MADISON,WI53713     		N/A PC Reentry & Advocacy Services Program 20,000
    NEHEMIAH COMMUNITY DEVELOPMENT CORPORATION
    655 W BADGER RD
    MADISON,WI53713     		N/A PC apartments for the underprivileged Project 3,500
    PEOPLE AGAINST A VIOLENT ENVIRONMENT INCORPORATED
    PO BOX 561
    BEAVER DAM,WI53916     		N/A PC Domestic Abuse Services Program 1,000
    PERUVIAN HEARTS
    24918 GENESEE TRAIL RD
    GOLDEN,CO80401     		N/A PC Girls' Empowerment Program 4,000
    POLLY HILL ARBORETUM INC
    PO BOX 561
    WEST TISBURY,MA02575     		N/A PC herbarium / classroom & educuation Project 6,000
    REAL ESCAPE FROM THE SEX TRADE
    24 ROY ST BOX 256
    SEATTLE,WA98109     		N/A PC General & Unrestricted 13,600
    REGIS UNIVERSITY
    3333 REGIS BLVD
    DENVER,CO80221     		N/A PC General & Unrestricted 6,000
    RIPON COLLEGE BOARD OF TRUSTEES
    PO BOX 248
    RIPON,WI54971     		N/A PC General & Unrestricted 500
    ROOM TO GROW NATIONAL INC
    54 W 21ST ST RM 401
    NEW YORK,NY10010     		N/A PC General & Unrestricted 71,000
    RUDOLF STEINER FOUNDATION INC
    1002 OREILLY AVE
    SAN FRANCISCO,CA94129     		N/A PC The Seed Fund 6,000
    SEATTLE CLASSICAL CHRISTIAN SCHOOL
    1013 8TH AVE
    SEATTLE,WA98104     		N/A PC General & Unrestricted 19,000
    SHELTER FOR LIFE INTERNATIONAL INC
    10201 WAYZATA BLVD STE 230
    MINNETONKA,MN55305     		N/A PC General & Unrestricted 11,450
    ST NORBERT COLLEGE INC
    100 GRANT ST
    DE PERE,WI54115     		N/A PC Green Bay GLAD Camp Girls' Leadership Program 5,000
    SYNERGOS INSTITUTE INC
    3 E 54TH ST 14TH FL
    NEW YORK,NY10022     		N/A PC General & Unrestricted 21,600
    THE ROAD HOME DANE COUNTY
    128 E OLIN AVE STE 202
    MADISON,WI53713     		N/A PC General & Unrestricted 5,800
    THE SECOND WIND FOUNDATION
    4601 HAMBLEN CT
    SEABROOK,TX77586     		N/A PC Books for the World program 2,160
    THERAPEUTIC AND RECREATIONAL RIDING CENTER INC
    3750 SHADY LN
    GLENWOOD,MD21738     		N/A PC General & Unrestricted 6,000
    TRI-COUNTY COMMUNITY DENTAL CLINIC INC
    9 TRI PARK WAY
    APPLETON,WI54914     		N/A PC Children's Mobile Dental Lab fund 10,000
    UNION GOSPEL MISSION ASSOCIATION OF ST PAUL
    77 9TH ST E
    ST PAUL,MN55101     		N/A PC General & Unrestricted 6,000
    UNIVERSITY OF DENVER - OFFICE OF GIFT PROCESSING
    2190 E ASBURY AVE
    DENVER,CO80208     		N/A PC General & Unrestricted 6,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI53708     		N/A PC General & Unrestricted 250
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI53708     		N/A PC Center for Investigating Healthy Minds 10,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI53708     		N/A PC School of Education's Cooperative Children's Book center 20,833
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC General & Unrestricted 5,000
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC Carla Smith Radford Scholarship Fund 20,000
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC General Fund 6,000
    WINGS OVER THE ROCKIES AIR & SPACE MUSEUM
    7711 E ACADEMY BLVD
    DENVER,CO80230     		N/A PC Student/Teacher Program 10,000
    WISCONSIN INDEPENDENT CHRISTIAN SCHOOLS INC
    3450 VINLAND ST
    OSHKOSH,WI54901     		N/A PC Oshkosh Christian School Division 6,000
    WISCONSIN INDEPENDENT CHRISTIAN SCHOOLS INC
    3450 VINLAND ST
    OSHKOSH,WI54901     		N/A PC Debt Reduction program 25,000
    YOUNG MENS CHRISTIAN ASSOCIATION
    324 WASHINGTON AVE
    OSHKOSH,WI54901     		N/A PC Children's Membership Fund 9,600
    YOUNG MENS CHRISTIAN ASSOCIATION
    324 WASHINGTON AVE
    OSHKOSH,WI54901     		N/A PC Kids Membership Program 14,400
    YOUNG WOMENS CHRISTIAN ASSOCIATION OF MADISON INC
    101 E MIFFLIN ST
    MADISON,WI53703     		N/A PC General & Unrestricted 15,000
    YOUTH GO INC
    213 NICOLET BLVD
    NEENAH,WI54956     		N/A PC Drop In Recreation Program 35,000
    YOUTH VILLAGES INC
    3320 BROTHER BLVD
    BARTLETT,TN38133     		N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 1,031,453
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 1,341  
    4 Dividends and interest from securities....     14 365,453  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 615,950  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   982,744  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13982,744
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    Employer identification number

    39-6125329
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Clarke India Radford  
    paul DiCarlo 18111 Von Karmen Ave
     
    Irvine, CA92612

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    Estate of Tamblin Clark Smith  
    Paul DiCarlo 18111 Von Karmen Ave
     
    Irvine, CA92612

    		$34,550,762


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    Radford Carlton Scott  
    42 Lake Street
     
    Oshkosh, WI549031793

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    Radford Curtis D  
    8379 Sauby Road
     
    Larsen, WI54947

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    Radford Peter  
    24918 Genesee Trail Road
     
    Golden, CO80401

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    Vaccaro sylvia  
    9138 Beaconlight Court
     
    Dayton, OH45458

    		$6,500


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
     
     

    jessen theda  
    9138 Beaconlight Court
     
    Dayton, OH45458

    		$12,200


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 KINDER MORGAN INC DEL KMI.DEL, 2300 sh. $85,790 2013-08-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MATTHEWS PACIFIC TIGER FUND MAPTX, 2601.331 sh. $62,822 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 AFLAC INC. AFL, 2207 sh. $136,028 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 AMC NETWORKS INC AMCX, 93 sh. $6,162 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 AT&T, INC T, 3385 sh. $118,577 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ACTAVIS PLC ACT, 692 sh. $93,302 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 AEGON N V ORD AMER REG AEG, 46 sh. $357 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 AEGON N V ORD AMER REG AEG, 32 sh. $248 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 AEGON N V ORD AMER REG AEG, 1544 sh. $11,981 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ALLEGHENY TECH ATI, 763 sh. $21,841 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ALLIANT CORP LNT, 883 sh. $46,821 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ALLSTATE CORP ALL, 545 sh. $27,593 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 AMERICA MOVIL SA AMX, 1237 sh. $25,853 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 AMGEN INC AMGN, 1413 sh. $155,246 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ANADARKO PETROLEUM CORP APC, 679 sh. $61,039 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ANIXTER INTL INC AXE, 942 sh. $80,809 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ARCHER DANIELS MDLND ADM, 1242 sh. $47,525 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 BP PLC SPONSORED ADR BP, 3552 sh. $146,893 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 BAKER HUGHES INTL BHI, 1392 sh. $66,280 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 BANK NEW YORK MELLON CORP BK, 1333 sh. $41,370 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 BRISTOL-MYERS SQUIBB CO BMY, 471 sh. $20,627 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CBS CORP CL B CBS, 1327 sh. $71,419 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CMS ENERGY CP CMS, 589 sh. $16,554 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CSX CORP CSX, 3908 sh. $100,279 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CST BRANDS INC CST, 1046 sh. $34,168 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CVB FINANCIAL CORPORATION CVBF, 3534 sh. $46,419 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CA INC. CA, 1590 sh. $49,123 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CABLEVISION SYSTEMS CORP CL A CVC, 375 sh. $7,307 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CHEVRON CORP CVX, 9793 sh. $1,198,663 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CIMAREX ENERGY CO XEC, 2662 sh. $213,200 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Coca Cola Bottling Cons COKE, 353 sh. $21,967 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 COLGATE-PALMOLIVE COMPANY CL, 19085 sh. $1,159,605 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 COMCAST CORP CMCSK, 803 sh. $34,678 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 COMERICA INC CMA, 1024 sh. $43,474 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CONOCOPHILLIPS COP, 1262 sh. $84,043 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CONSOLIDATED EDISON INC ED, 294 sh. $17,788 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CORELOGIC INC CLGX, 1070 sh. $30,404 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CORNING INC GLW, 8835 sh. $133,497 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 COVANCE INC CVD, 735 sh. $61,145 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 CRANE CO CR, 1367 sh. $83,790 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 DEERE CO DE, 1162 sh. $94,471 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 DIODES DIOD, 2981 sh. $72,021 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 WALT DISNEY HOLDINGS CO. DIS, 6715 sh. $437,650 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 DIRECTV GROUP DTV, 353 sh. $22,174 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 DOW CHEMICAL PV DOW, 11049 sh. $415,995 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 DUKE ENERGY CO DUK, 312 sh. $22,152 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 EXELIS, INC XLS, 589 sh. $8,903 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 EXXON MOBIL CORP XOM, 12252 sh. $1,113,646 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 F M C CP FMC, 942 sh. $61,673 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 FMC TECHS INC FTI, 1618 sh. $87,170 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 FIDELITY NATIONAL INFORMATION SERVICES FIS, 795 sh. $37,218 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 FIDELITY NATIONAL FINANCIAL INC FNF, 1809 sh. $44,321 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 FIRST AMERICAN CORP FAF, 1070 sh. $23,631 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 FLUOR CORP FLR, 485 sh. $31,911 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 FOREST LABORATORIES FRX, 4241 sh. $187,367 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 FREEPORT-MCMORAN COPPER & GOLD INC. FCX, 1522 sh. $47,935 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 GENERAL ELECTRIC CO GE, 19226 sh. $467,672 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 GLAXOSMITHKLINE PLC GSK, 1017 sh. $52,487 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 GLOBAL PAYMENTS INC GPN, 848 sh. $40,628 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 GREAT PLAINS ENERGY GXP, 388 sh. $9,345 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 HARLEY DAVIDSON INC. HOG, 471 sh. $27,676 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 HEWLETT PACKARD CO HPQ, 1932 sh. $51,778 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 HUBBELL CLASS B HUB-B, 1440 sh. $156,348 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 HUNTINGTON INGALLS INDUSTRIES HII, 289 sh. $18,357 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ITT CORP. ITT, 294 sh. $9,923 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ILLINOIS TOOL WORKS ITW, 287 sh. $21,007 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 INTEL CORP INTC, 1472 sh. $33,017 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 INTERMEC INCCOM IN, 516 sh. $5,101 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 INTERNATIONAL BUSINESS MACHINES IBM, 1130 sh. $212,530 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 INTERNATIONAL GAME TECHNOLOGY IGT, 20263 sh. $388,746 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 INTUITIVE SURGICAL, INC. ISRG, 279 sh. $109,330 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 JP MORGAN CHASE & CO JPM, 10661 sh. $583,583 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 JOHNSON & JOHNSON JNJ, 1979 sh. $183,226 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 JOHNSON CONTROLS INC. JCI, 9387 sh. $386,322 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 KIMBERLY CLARK CORP KMB, 29915 sh. $2,945,580 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 KINDER MORGAN INC KMI, 1503 sh. $56,588 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 LANCASTER COLONY CORPORATION LANC, 618 sh. $52,054 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 LENDER PROCESSING SERVICES INC LPS, 397 sh. $12,904 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 M.D.C. HLDGS MDC, 1120 sh. $32,642 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MATTELL INC. MAT, 1348 sh. $57,674 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MCDONALD'S CORP MCD, 1178 sh. $115,132 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MCKESSON CORP MCK, 2615 sh. $324,077 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MERCK & CO INC. MRK, 3912 sh. $189,810 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MICROSOFT CORPORATION MSFT, 1178 sh. $38,503 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MONSANTO CO MON, 751 sh. $72,704 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MORGAN STANLEY MS, 4005 sh. $108,055 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NATL FUEL GAS CO NFG, 636 sh. $42,154 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NATL OILWELL VARCO NOV, 1965 sh. $142,649 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NEENAH PAPER INC NP, 1413 sh. $53,192 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NEWMONT MINING CORP NEM, 146 sh. $4,233 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NEWPORT CORPORATION NEWP, 1236 sh. $19,467 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NIKE INC-CL B NKE, 942 sh. $62,445 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NISOURCE INC. NI, 1734 sh. $53,147 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NOKIA NOK, 1708 sh. $7,139 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 NORTHROP GRUMMAN CORP NOC, 1741 sh. $166,213 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 OWENS AND MINOR INC OMI, 3534 sh. $126,305 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 PEPSICO INC PEP, 1843 sh. $155,687 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 PFIZER INC. PFE, 3663 sh. $106,722 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 PHILLIPS 66 PSX, 631 sh. $37,191 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Piper Jaffray Cos PJC, 516 sh. $17,222 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 PRAXAIR INC. PX, 1943 sh. $235,666 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 PROCTER GAMBLE CO PG, 4069 sh. $332,132 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 PUBLIC STORAGE INC PSA, 589 sh. $95,851 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 QUEST DIAGNOSTICS DGX, 1470 sh. $87,369 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 RAVEN INDUSTRIES, INC RAVN, 14137 sh. $448,426 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 ROYAL DUTCH SHELL PLC RDS-A, 3279 sh. $212,578 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 SCHLUMBERGER LTD SLB, 2818 sh. $227,962 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 SCHWEITZER MAUDIT SWM, 4557 sh. $252,230 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 SELECTIVE INS GROUP INC. SIGI, 3887 sh. $95,523 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 SEMPRA ENERGY COM SRE, 796 sh. $69,292 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 SHERWIN-WILLIAMS CO. SHW, 706 sh. $124,514 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 SPECTRA ENERGY CORP-W/I SE, 468 sh. $16,392 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 SYMANTEC CORP SYMC, 768 sh. $20,559 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 TARGET CORPORATION TGT, 589 sh. $41,713 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 TELEDYNE TECH INC TDY, 217 sh. $17,691 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 TESCO PLC S ADR TSCDY, 1291 sh. $22,515 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 TEXTRON INC. TXT, 942 sh. $26,498 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 TUPPERWARE CORP TUP, 177 sh. $15,186 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 US BANCORP DEL USB, 35343 sh. $1,315,290 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 UNION PACIFIC UNP, 1767 sh. $281,987 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 UNITED TECHNOLOGIES CORP UTX, 942 sh. $99,602 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 VALEANT PHARMACEUTICALS INTL VRX, 862 sh. $87,209 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 VALERO ENERGY CORP VLO, 9424 sh. $349,348 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 VENTAS INC VTR, 925 sh. $59,686 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 VANGUARD SM-CAP ETF VB, 667 sh. $67,067 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 VERIZON COMMUNICATIONS VZ, 832 sh. $41,109 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 VIACOM INC. CL B VIA-B, 1327 sh. $96,566 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 VODAFONE GROUP PLC VOD, 308 sh. $9,451 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 WASTE MANAGEMENT INC. WM, 245 sh. $10,537 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 WELLS FARGO & CO. WFC, 11568 sh. $499,622 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 WESTERN DIGITAL CORP WDC, 4938 sh. $331,192 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 WEYERHAEUSER CO WY, 108915 sh. $3,000,064 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 WISCONSIN ENERGY CP WEC, 1696 sh. $73,700 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 XYLEM INC XYL, 589 sh. $14,690 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 DAIMLERCHRYSLER AG DDAIF, 135 sh. $9,804 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 EATON CORP PLC ETN, 5409 sh. $353,803 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 INGERSOL-RAND PLC IR, 1060 sh. $64,734 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 TRANSOCEAN LTD. RIG, 158 sh. $7,563 2013-08-09
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 READING INTERNATIONAL INC RDI, 3238 sh. $20,254 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 TEXAS PACIFIC LAND TRUST TPL, 1767 sh. $146,467 2013-08-09
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    7
    		 RARE BOOKS FROM ESTATE $10,000 2013-01-01
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    7
    		 WWI AND WWII COLLECTION $3,000 2013-01-01
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
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    TY 2013 DepreciationSchedule
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABB FINANCE USA INC - 2.875% - 52,946 51,971
    AMAZON.COM INC - 2.500% - 11/2 36,640 36,057
    AMERICAN EXPRESS CO - 7.000% - 51,470 59,742
    AMERICAN INTL GROUP - 5.850% - 39,918 40,147
    AMGEN INC BOND - 5.650% - 06/1 41,430 42,362
    ANHEUSER-BUSCH INBEV - 2.500% 41,761 41,624
    AT&T INC - 4.450% - 05/15/2021 47,529 47,377
    BANK OF AMERICA CORP - 5.490% 55,068 55,351
    BBVA US SR SA - 3.250% - 05/16 35,435 35,281
    BEAR STEARNS COS INC SUB - 5.5 66,922 66,869
    BLACKROCK INC - 6.250% - 09/15 41,081 40,609
    BOSTON PROPERTIES LP - 4.125% 41,209 40,864
    BP CAPITAL MARKETS - 3.875% - 36,623 36,411
    CISCO SYSTEMS INC - 5.500% - 0 22,875 27,503
    CITIGROUP INC - 6.125% - 11/21 69,335 69,162
    COMCAST CORP BOND - 3.125% - 0 63,452 62,030
    CONAGRA FOODS INC - 3.200% - 0 28,270 27,853
    DISCOVERY COMMUNICATIONS LLC - 52,318 52,028
    EASTMAN CHEMICAL CO - 3.600% - 39,011 38,402
    FORD MOTOR CREDIT CO - 3.000% 67,276 67,555
    GE CAP CORP - 5.300% - 02/11/2 43,800 44,745
    GOLDMAN SACHS GROUP - 6.750% - 42,092 44,502
    HOME DEPOT INC - 5.400% - 03/0 46,705 54,845
    HSBC FINANCE CORP - 6.676% - 0 51,676 51,707
    HYDRO-QUEBEC GTD GLBL NT - 2.0 30,938 30,804
    IBM CORP NOTES - 5.700% - 09/1 28,200 34,449
    INTEL CORP - 2.700% - 12/15/20 65,134 64,527
    JOHNSON CONTROLS INC - 3.750% 41,020 39,713
    MET LIFE GLOBAL FUNDING - 7.71 44,037 43,383
    MORGAN STANLEY - 4.875% - 11/0 50,491 51,183
    NEWS AMERICA INC - 6.150% - 03 33,005 32,973
    NYSE EURONEXT - 2.000% - 10/05 40,134 40,052
    ORACLE CORP NOTES - 5.750% - 0 70,084 69,333
    PEPSICO INC - 4.500% - 01/15/2 38,693 38,067
    PETROBRAS INTL FIN - 5.375% - 25,004 24,810
    PPL CORP - 8.75% - 05/01/2014 39,340 39,131
    PROVINCE OF ONTARIO - 4.000% - 38,307 37,889
    PRUDENTIAL FIN INC - 4.750% - 42,978 42,626
    RABOBANK NEDERLAND - 4.500% - 42,352 42,456
    ROGERS WIRELESS INC - 6.375% - 40,892 40,382
    SIMON PROPERTY GROUP - 5.650% 51,606 51,164
    TD AMERITRADE HOLDING CORP - 4 41,372 41,298
    TELEFONICA EMISIONES S A U - 5 51,676 53,118
    THERMO FISHER SCIENTIFIC - 3.6 39,567 39,642
    TIME WARNER CABLE INC - 4.125% 52,461 52,127
    TIME WARNER INC - 4.000% - 01/ 35,560 35,442
    VERIZON COMMUNICATIONS INC - 5 64,327 64,421
    WALGREEN CO - 3.100% - 09/15/2 37,866 37,500
    UNITED TECHNOLOGIES PFD 44,109 48,448

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AARON'S INC. 18,717 18,816
    ABBOTT LABS 32,579 32,581
    ABERDEEN ASSET MANAGEMENT-PLC 4,573 6,309
    ACTAVIS PLC 93,302 116,256
    AECOM TECHNOLOGY CORPORATION 43,260 39,142
    AGCO CP 21,030 19,533
    AIA GROUP LTD ADR 7,961 8,262
    AIR PRODS & CHEM INC. 30,844 35,881
    ALASKA AIR GROUP INC 14,621 16,141
    ALLEGION PLC 13,136 15,599
    ALLIANT TECH SYS INC 46,093 51,957
    ALLSTATE CORP 27,593 29,724
    AMDOCS LIMITED 30,650 32,992
    AMER FIN GRP HLD 17,163 17,893
    AMGEN INC 155,246 161,195
    ANADARKO PETROLEUM CORP 61,039 53,858
    ANHEUSER BUSCH COS INC 8,682 9,581
    ANN INC 12,578 13,893
    APPLE INC. 26,064 30,295
    ARCHER DANIELS MDLND 47,525 53,903
    ARES CAPITAL CORPORATION 37,252 37,139
    ASG MANAGED FUTURES STRATEGY 20,000 22,699
    ASSOCIATED BANC-CORP 30,537 32,364
    ASSOCIATED BRITISH FOODS PLC 4,878 6,506
    AT&T, INC 160,352 160,505
    AVAGO TECHNOLOGIES LIMITED 19,602 19,566
    BAKER HUGHES INTL 66,280 76,922
    BALLY TECHNOLOGIES INC 43,173 48,639
    BANGKOK BANK PCL 8,585 7,228
    BANK NEW YORK MELLON CORP 41,370 46,575
    BARCLAYS PLC ADR 4,874 5,076
    BAYER A G SPONSORED ADR 9,975 12,212
    BELLE INTL HLDG ADR 4,020 3,113
    BHP BILLITON LIMITED 6,539 6,820
    BLACK HILLS CORP 9,248 9,452
    BNY MELLON FOCUS EQ OPP 140,000 165,102
    BNY MELLON INCOME STOCK FUND 100,000 130,813
    BRE PPTYS INC CL A 10,723 10,942
    BRINKER INTL INC. 14,762 16,682
    BRISTOL-MYERS SQUIBB CO 43,203 50,014
    BRITISH AMERICAN TOBACCO PLC 8,017 8,379
    CA INC. 49,123 53,504
    CADENCE DESIGN SYSTEMS INC. 44,317 42,901
    CAMDEN PPTY TR 33,473 29,009
    CATERPILLAR INC. 35,168 35,416
    CATHAY GENERAL BANCORP 12,139 12,563
    CBL & ASSOCIATES PROPERTIES 27,666 24,785
    CBS CORP CL B 71,419 84,583
    CENTERPOINT ENERGY 32,911 34,770
    CENTRICA PLC S/ADR 9,267 9,272
    CHARLES RIV LABORATORIES INTL 42,525 47,206
    CHEESECAKE FACTORY INC 7,658 8,689
    CHESAPEAKE ENERGY CORPORATION 37,903 39,353
    CHEVRON CORP 1,253,749 1,282,701
    CLECO CORP 32,118 32,168
    COMCAST CORP 34,678 40,054
    COMCAST CORP CL A 31,771 34,820
    COMERICA INC 43,474 48,681
    COMMERCE BANCSHARES, INC. 11,196 11,317
    COMPASS GROUP PLC ADR 9,348 11,130
    CONOCOPHILLIPS 127,832 135,083
    CONSOLIDATED EDISON INC 17,788 16,252
    CORR CP OF AM 49,728 43,295
    COVANCE INC 9,657 9,687
    CREDIT SUISSE GROUP ADR 5,782 6,208
    DARDEN RESTAURANTS INC. 35,428 36,428
    DEERE CO 94,471 106,125
    DELUXE CORPORATION 45,381 51,146
    DENBURY RESOURCES INC 4,081 3,615
    DFA EMERGING MARKETS CORE EQ 571,000 562,079
    DIAGEO PLC ADS 6,339 6,886
    DILLARD'S INC 29,030 34,996
    DIRECTV GROUP 22,174 24,378
    DNB NOR ASA SPONSOR ADR 10,198 11,893
    DOMINION RESOURCES INC PFD 37,957 38,425
    DOMINOS PIZZA INC 7,344 7,662
    DON QUIJOTE CO LTD 11,579 11,620
    DOW CHEMICAL PV 96,362 106,960
    DREYFUS GLOBAL ALPHA A 20,000 22,490
    DREYFUS PREM, INTERNATIONAL 614,000 612,319
    DREYFUS PREMIER EMERGING MRKT 204,000 195,554
    DREYFUS PREMIER LTD TERM HIGH 396,662 401,758
    DREYFUS PREMIER U.S. EQUITY FD 140,000 171,087
    DRIL QUIP INC 18,080 17,809
    DST SYS INC. 42,052 48,092
    DU PONT DE NEMOURS 28,200 32,485
    DUKE ENERGY CO 40,384 40,371
    EAST WEST BANCORP, INC. 43,558 44,412
    EATON CORP PLC 420,463 490,137
    ENERGIZER HOLDINGS INC 44,802 50,873
    ENERGY DEVELOPMENT ADR 3,942 3,184
    EVEREST RE GROUP LTD 6,179 6,235
    EXELIS, INC 43,515 52,015
    EXXON MOBIL CORP 1,113,646 1,239,902
    F M C CP 61,673 71,083
    FACTSET RESH SYST INC. 19,295 19,327
    FAMILYMART CO LTD ADR 3,913 4,158
    FANUC LIMITED UNSPONSORED 4,957 5,528
    FEDERAL RLTY INVT TR 14,785 14,197
    FIDELITY NATIONAL INFORMATION 37,218 42,676
    FLUOR CORP 31,911 38,941
    FMC TECHS INC COM 87,170 84,476
    FREEPORT-MCMORAN COPPER & GOLD 47,935 57,440
    FRESENIUS MED CAR AG 4,123 4,625
    GALLAGHER ARTHUR J & CO. 31,845 35,667
    GAMESTOP CORP 5,892 6,404
    GENERAL ELECTRIC CO 541,012 621,313
    GENTEX CORPORATION 9,560 10,224
    GENWORTH FINANCIAL INC CL A 3,769 4,193
    GLAXOSMITHKLINE PLC 75,786 80,993
    GREENHILL & COMPANY INC 11,090 12,747
    GREIF INC 15,232 15,196
    GRUPO FIN STANTANDER 3,091 3,137
    HANESBRANDS INC 51,361 57,621
    HARLEY DAVIDSON INC. 27,676 32,612
    HARRIS CORP DEL 40,722 46,773
    HEALTH NET INC 24,059 23,736
    HELIX ENERGY SOLUTIONS GROUP I 4,112 4,172
    HEWLETT PACKARD CO 51,778 54,057
    HIGHWOODS PRPTY INC 8,303 7,957
    HILL-ROM HOLDINGS, INC. 40,948 42,167
    HILSHIRE BRANDS CO 39,545 41,466
    HSN, INC 20,180 21,805
    HYATT HOTELS CORP. 33,822 35,117
    IDACORP INC HLDG CO 39,152 38,880
    IDEX CP 52,480 57,603
    ILLINOIS TOOL WORKS 21,007 24,131
    INGERSOL-RAND PLC 51,586 65,296
    INTEL CORP 33,017 38,213
    INTERNATIONAL BUSINESS MACHINE 212,530 211,954
    INTERNATIONAL RECTIFIER CORP 38,209 42,755
    INVESCO MORTGAGE INC 27,855 24,809
    ISHARES MSCI EMERGING MARKETS 500,644 512,426
    ISHARES MSCI-JAPAN 3,920 4,006
    ISHARES TRUST MSCI EAFE INDEX 497,249 503,250
    ITT CORP. 39,203 46,633
    JARDINE MATHESON UNS/ADR 5,583 5,281
    JOHNSON & JOHNSON 183,226 181,257
    JOHNSON CONTROLS INC. 386,322 481,553
    JP MORGAN CHASE & CO 583,583 623,455
    JS GROUP CORP ADR 5,219 7,162
    KEURIG GREEN MOUNTAIN INC. 54,616 60,432
    KIMBERLY CLARK CORP 2,407,310 2,551,540
    KINDER MORGAN INC 30,347 29,268
    KINDER MORGAN INC DEL 85,790 9,338
    KLA TENCOR CORP 37,934 41,254
    KOSMOS ENERGY LTD. 3,009 3,242
    L'AIR LIQUIDE ADR OTC 8,673 9,078
    L'OREAL ADR 7,817 8,085
    LAS VEGAS SANDS CORP 42,229 53,632
    LENNOX INTL INC 49,989 54,438
    LINCOLN ELECTRIC HOLDING INC. 38,505 39,237
    LINCOLN NATIONAL CORP 4,879 5,678
    LOCKHEED MARTIN CORP 44,282 57,680
    LORILLARD INC 95,258 100,144
    LOWES COMPANIES INC. 38,328 47,568
    LSI CORPORATION 33,457 47,803
    MAKITA CORP 6,362 6,360
    MASCO CORP 11,826 12,524
    MATSON INC 18,414 17,494
    MATTELL INC. 23,699 29,880
    MELLON EMERGING MKTS FD CL M 576,000 559,922
    MELLON INTERMEDIATE BOND FUND 613,195 589,943
    MELLON INTERNATIONAL FD CL M 602,000 628,742
    MELLON MID CAP STK FD CL M 220,000 269,153
    MELLON SMALL CAP STOCK FUND 1,140,000 1,234,605
    MENTOR GRAPHICS CORP 30,258 32,254
    MERCK & CO INC. 189,810 195,796
    METTLER-TOLEDO INTL 37,235 36,631
    MICROSOFT CORPORATION 38,503 44,069
    MINDRAY MEDICAL INTL 4,322 4,000
    MINERAL TECH INC 18,261 19,823
    MITSUBISHI TOKYO FIN 7,637 7,949
    MONDELEZ INTERNATIONAL INC 34,013 39,889
    MONSANTO CO 72,704 87,529
    MOODYS CORP 17,409 18,833
    NATIONAL GRID TRANSCO PLC 39,445 43,764
    NATL OILWELL VARCO 142,649 156,276
    NEENAH PAPER INC 53,192 60,434
    NESTLE S.A. 11,400 12,510
    NETAPP, INC. 5,340 5,348
    NEUSTAR, INC. CL A 42,848 44,375
    NEW RES INVESTMENT CORP 38,337 38,009
    NEWMONT MINING CORP 4,233 3,362
    NEXTERA ENERGY CAPITAL HOLDING 45,102 45,304
    NIKE INC-CL B 62,445 74,079
    NISOURCE INC. 53,147 57,014
    NISSAN MOTOR LTD ASR 7,422 6,048
    NOKIA 15,067 22,043
    NOMURA HOLDINGS ADR 8,744 8,702
    NORDSTROM INC 31,018 31,518
    NOVARTIS AG ADR 11,702 12,861
    NUCOR CP 30,025 32,028
    OCCIDENTAL PETROLEUM CORP 22,896 24,726
    OLD MUTUAL PLC UNSP/ADR 6,061 6,350
    OLD REP INTL CORP 20,302 22,278
    OLIN CP 37,590 47,891
    ONEOK INC 27,691 28,603
    OSHKOSH CORP 44,101 42,823
    PACKAGING CORP AMER 54,793 56,319
    PEPSICO INC 214,002 214,234
    PETSMART INC. 20,978 21,098
    PFIZER INC. 176,666 180,809
    PHILIP MORRIS INTL 39,832 40,080
    PHILIPPINE LONG DISTANCE ADR 3,373 3,004
    PHILLIPS 66 23,467 31,700
    PINNACLE WEST CAPITAL CORP 30,544 28,048
    PLAINS GP HOLDINGS LP 35,838 35,872
    PNC FINANCIAL GROUP INC. 24,370 27,153
    PNM RESOURCES INC 5,286 5,306
    POPULAR, INC. 11,562 12,641
    POTLATCH CORP 42,996 42,575
    PROCTER GAMBLE CO 399,018 402,898
    PROTECTIVE LIFE CORPORATION 11,058 12,158
    PRUDENTIAL PLC SC 10,522 12,600
    PUBLIC STORAGE INC 95,851 88,656
    PULTE GROUP INC. 13,662 16,296
    QUEST DIAGNOSTICS 87,369 78,704
    REED ELSEVIER PLC 7,386 8,407
    REGIONS FINANCIAL CORP 30,905 31,846
    RELIANCE STL & ALMN 22,973 23,510
    RESMED INC 57,823 48,022
    ROCHE HOLDING LTD ADR 12,880 14,040
    ROVI CORP. 39,070 40,168
    ROYAL BANK SCOTLAND ADS 4,528 4,192
    ROYAL DUTCH SHEL PLC 9,380 10,515
    RPC INC 32,073 34,808
    SANOFI-AVENTIS SPONSORED ADR 10,371 11,262
    SAP AKTIENGESELL ADS 5,810 6,971
    SCHLUMBERGER LTD 227,962 253,930
    SCOTTISH & SOUTHERN ENERGY ADR 3,712 3,642
    SCOTTS CO. CLASS A 41,940 44,176
    SEAGATE TECHNOLOGY 22,992 28,642
    SEI INVESTMENTS 37,547 39,940
    SEMPRA ENERGY COM 69,292 71,449
    SILGAN HOLDINGS, INC 31,526 32,173
    SIRONA DENTAL SYSTEMS INC 34,051 34,398
    SLM CORP 33,068 33,376
    SOFTBANK CP UNSP ADR 5,852 7,010
    SPECTRA ENERGY CORP-W/I 16,392 16,670
    STARWOOD PROPERTY TRUST INC 36,212 40,996
    STARZ 4,804 4,678
    STATOIL ASA ADS 6,912 7,480
    SUN ART RETAIL GROUP 4,815 4,573
    SUNTORY BEVERAGE & FOOD LTD 8,564 8,288
    SYMANTEC CORP 20,559 18,109
    SYNGENTA AG ADS 10,177 10,392
    TAIWAN SEMICONDUCTOR MFG CO LT 32,316 32,438
    TARGET CORPORATION 41,713 37,266
    TAUBMAN CENTERS INC 9,260 8,310
    TCW EMERGING MARKETS INCOME FD 214,000 200,568
    TECH DATA CORP 19,194 19,608
    TEVA PHARMECEUTICAL SP ADR 36,522 36,473
    TEXTRON INC. 26,498 34,628
    THOR INDS INC 16,094 14,912
    TOOTSIE ROLL INDS INC. 5,777 5,857
    TOTAL FINA ELF S.A. 12,351 12,867
    TOYOTA MTR CORP 14,551 13,655
    TRANSOCEAN LTD. 7,563 7,808
    U G I CP 45,144 45,191
    UNICHARM CORP - SPN ADR 7,136 6,452
    UNION PACIFIC 281,987 296,856
    UNITED PARCEL SERVICE 38,868 45,500
    UNITED TECHNOLOGIES CORP 99,602 107,200
    UNITED THERAPEUTICS CORP 45,584 62,194
    UNIVERSAL HLTH SVC B 24,601 25,191
    URBAN OUTFITTERS, INC 6,547 6,678
    US BANCORP DEL 570,990 619,857
    VALERO ENERGY CORP 349,348 474,970
    VALMONT INDUSTRIES INC 40,578 43,990
    VALUECLICK INC 39,963 46,740
    VANGUARD SM-CAP ETF 67,067 73,337
    VCA ANTECH, INC 31,894 36,064
    VENTAS INC 59,686 52,984
    VERIZON COMMUNICATIONS 60,778 60,049
    VILASSIS COMMUNICATIONS INC 44,328 48,635
    VIRTUS EMERGING MARKETS OPPTS 577,000 558,833
    VISHAY INTERTECH 14,179 14,188
    VODAFONE GROUP PLC 7,610 9,749
    WADDELL&REED FIN INC 44,096 48,840
    WALT DISNEY HOLDINGS CO. 437,650 513,026
    WASTE MANAGEMENT INC. 10,537 10,993
    WEINGARTEN REALTY INVESTORS 39,768 34,823
    WELLS FARGO & CO. 499,622 525,187
    WEYERHAEUSER CO 2,449,165 2,807,046
    WILLIAMS COS 29,535 30,085
    WISCONSIN ENERGY CP 21,119 20,091
    WOLSELEY PLC 5,680 6,143
    WOLTERS KLUWER S/ADR 6,172 6,277
    WORTHINGTON INDUSTRIES INC. 45,140 47,550
    WYNDHAM WORLDWIDE 12,899 14,738
    XL GROUP PLC 37,946 37,890
    ZURICH INS GROUP ADR 8,323 9,334

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    US Government Securities - End of Year Book Value:

    4,175,132
    US Government Securities - End of Year Fair Market Value:

    4,146,258
    State & Local Government Securities - End of Year Book Value:


    132,392
    State & Local Government Securities - End of Year Fair Market Value:


    132,967


    TY 2013 InvestmentsLandSchedule2
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WWI AND WWII COLLECTION   3,000 3,000
    RARE BOOK COLLECTION   10,000 10,000

    TY 2013 LandEtcSchedule2
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 LegalFeesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 4,375     4,375


    TY 2013 OtherExpensesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 31,821     31,821
    Bank Charges 127 127    
    Foundation Dues & Memberships 725     725
    Indemnification Insurance 3,152     3,152
    Office Supplies 1,183     1,183
    Payroll Processing Fees 766     766
    Postage/Delivery Service 386     386
    State or Local Filing Fees 110     110
    Storage Fee 125 125    


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 128,666 128,666    
    MAINTENANCE OF BOOK COLLECTION 7,153 7,153    
    LOGO DEVELOPMENT 2,400     2,400


    TY 2013 SubstantialContributorsSch
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Name Address
    Estate of Tamblin Clark Smith Paul DiCarlo 18111 Von Karmen Ave
    Irvine,CA92612


    TY 2013 TaxesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    EIN: 39-6125329
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2013 1,100      
    Foreign Tax Paid 966 966