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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
SMITH FAMILY LEGACY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 861   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISON, CO804650861
A Employer identification number

20-5002466
B Telephone number (see instructions)

(303) 763-9250
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$2,079,988J 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).............. 502,118
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 7,450 7,450  
4 Dividends and interest from securities...... 38,295 38,295  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 346,262
b Gross sales price for all assets on line 6a 615,131
7 Capital gain net income (from Part IV, line 2)... 346,262
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)....... Click to see attachment 282 282  
12 Total. Add lines 1 through 11........ 894,407 392,289  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 168      
b Accounting fees (attach schedule)....... Click to see attachment 2,000 2,000    
c Other professional fees (attach schedule).... Click to see attachment 6,412 6,412    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,580 8,412   0
25 Contributions, gifts, grants paid........ 70,500 70,500
26 Total expenses and disbursements. Add lines 24 and 25 81,080 8,412   70,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 813,327
b Net investment income (if negative, enter -0-) 383,877
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 24,677 205,924 205,924
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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)      
b Investments—corporate stock (attach schedule)........ 993,820 Click to see attachment1,225,468 1,834,306
c Investments—corporate bonds (attach schedule)........ 45,000 Click to see attachment40,013 39,758
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 1,063,497 1,471,405 2,079,988
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................... 1,063,497 1,471,405
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    
30 Total net assets or fund balances (see instructions)...... 1,063,497 1,471,405
31 Total liabilities and net assets/fund balances (see instructions).. 1,063,497 1,471,405
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 1,063,497
2 Enter amount from Part I, line 27a..................... 2 813,327
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 14
4 Add lines 1, 2, and 3.......................... 4 1,876,838
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 405,433
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,471,405
Form 990-PF (2014)
Form 990-PF (2014)
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 50 SHS LINEAR TECH P 2007-09-10 2014-01-22
b 150 SHS MS INDIA INVESTMENT P 2013-12-02 2014-05-15
c 100 SHS JABIL CIRCUIT P 2008-12-29 2014-09-04
d 100 SHS ENERGY SELECT SECTOR P 2010-12-20 2014-09-04
e 350 SHS UNION PACIFIC CORP D 2009-01-16 2014-11-18
200 SHS ALTRIA GROUP D 1999-11-17 2014-11-18
50 SHS LINEAR TECH P 2007-10-23 2014-01-22
7.1400 SHS SEVENTY SEVEN ENERGY P 2009-10-16 2014-07-10
100 SHS JABIL CIRCUIT P 2008-12-29 2014-09-04
100 SHS ENERGY SELECT SECTOR P 2010-12-20 2014-09-04
175 SHS APPLE P 2008-03-20 2014-11-18
646 SHS WEYERHAEUSER D 2010-09-01 2014-11-18
50 SHS LINEAR TECH P 2007-10-23 2014-01-22
7.1400 SHS SEVENTY SEVEN ENERGY P 2009-06-01 2014-07-10
50 SHS JABIL CIRCUIT P 2008-12-29 2014-09-04
35 SHS GOLDMAN SACHS GROUP P 2011-01-12 2014-09-18
125 SHS APPLE D 2009-03-13 2014-11-18
454 SHS WEYERHAEUSER D 1971-10-26 2014-11-18
100 SHS LINEAR TECH P 2007-10-29 2014-01-22
34.7200 SHS SEVENTY SEVEN ENERGY P 2010-11-23 2014-07-10
50 SHS JABIL CIRCUIT D 2009-03-30 2014-09-04
15 SHS GOLDMAN SACHS GROUP P 2011-08-31 2014-09-18
250 SHS COLGATE-PALMOLIVE D 1998-08-26 2014-11-18
489 SHS WEYERHAEUSER D 1971-10-26 2014-11-18
150 SHS LINEAR TECH P 2006-11-13 2014-01-22
35 SHS ADOBE SYSTEMS D 1997-02-11 2014-07-10
100 SHS SICSO SYSTEMS P 2012-06-22 2014-09-04
100 SHS PROCTER & GAMBLE P 2008-03-20 2014-09-18
500 SHS COLGATE-PALMOLIVE D 1998-01-16 2014-11-18
25 SHS APACHIE CORP P 2011-12-13 2014-11-25
100 SHS BANK OF NY MELLON P 2009-06-01 2014-02-12
40 SHS ADOBE SYSTEMS D 1998-08-26 2014-07-10
100 SHS INTEL CORP P 2007-10-29 2014-09-04
50 SHS DUPONT E IEDE NEMOURS P 2011-08-31 2014-09-18
100 SHS COLGATE-PALMOLIVE D 1998-01-16 2014-11-18
25 SHS APACHIE CORP P 2011-12-13 2014-11-25
100 SHS BANK OF NY MELLON P 2009-03-13 2014-02-12
100 SHS SCHWAB US REIT P 2013-01-29 2014-07-15
50 SHS INTEL CORP P 2007-09-10 2014-09-04
50 SHS DUPONT E IEDE NEMOURS P 2010-11-18 2014-09-18
300 SHS JABIL CIRCUIT D 2009-04-27 2014-11-18
75 SHS APACHIE CORP P 2012-06-22 2014-11-25
100 SHS BANK OF NY MELLON P 2009-01-16 2014-02-12
100 SHS SCHWAB US REIT P 2013-01-29 2014-07-15
200 SHS INTEL CORP P 2006-11-13 2014-09-04
50 SHS MICROSOFT P 2008-01-29 2014-09-18
200 SHS JABIL CIRCUIT D 2008-12-31 2014-11-18
276 SHS OLD SECOND CAP TRUST 7.8% P 2014-05-12 2014-12-08
200 SHS BANK OF NY MELLON P 2011-11-29 2014-02-12
50 SHS DUPONT E IEDE NEMOURS P 2011-08-31 2014-07-24
100 SHS JABIL CIRCUIT P 2009-03-30 2014-09-04
50 SHS IBM P 2008-03-20 2014-09-18
1800 SHS JABIL CIRCUIT D 2008-12-31 2014-11-18
1224 SHS OLD SECOND CAP TRUST 7.8% P 2014-05-12 2014-12-08
931 .0990 SHS VANGUARD S-T INV GRD P 2010-03-30 2014-02-13
100 SHS MICROSOFT P 2008-01-29 2014-07-24
100 SHS JABIL CIRCUIT P 2009-03-30 2014-09-04
1000 SHS RALLY SOFTWARE P 2014-07-15 2014-09-19
700 SHS JABIL CIRCUIT D 2009-03-30 2014-11-18
99 SHS NATIONAL INSTRUMENTS P 2012-04-26 2014-02-13
50 SH UNION PACIFIC CORP D 2009-01-19 2014-07-24
100 SHS CISCO SYSTEMS P 2012-06-25 2014-09-04
.9943 SHS SEVENTY SEVEN ENERGY P 2010-11-23 2014-11-03
100 SHS ALTRIA GROUP D 2005-07-15 2014-11-18
99 SHS NATIONAL INSTRUMENTS P 2012-04-26 2014-02-13
50 SHS ADODE SYSTEMS D 1998-08-26 2014-07-24
100 SHS CISCO SYSTEMS P 2012-06-22 2014-09-04
100 SHS FISERV P 2007-09-28 2014-11-18
200 SHS ALTRIA GROUP D 2002-01-17 2014-11-18
1 SHS NATIONAL INSTRUMENTS P 2012-04-26 2014-02-13
200 SHS JABIL CIRCUIT P 2008-12-29 2014-07-24
50 SHS EMERSON ELECTRIC P 2007-10-29 2014-09-04
120 SHS FISERV P 2007-08-21 2014-11-18
187 SHS ALTRIA GROUP D 2001-02-02 2014-11-18
1 SHS NATIONAL INSTRUMENTS P 2012-04-26 2014-02-13
300 SHS J. HANCOCK FINL OPP FUND P 2010-03-30 2014-09-04
50 SHS EMERSON ELECTRIC P 2007-09-10 2014-09-04
180 SHS FISERV D 2007-08-21 2014-11-18
200 SHS ALTRIA GROUP D 1998-08-26 2014-11-18
200 SHS BANK OF MONTREAL P 2013-05-17 2014-04-11
100 SHS KIMBERLY-CLARK P 2008-03-20 2014-09-04
100 SHS EMERSON ELECTRIC P 2006-11-13 2014-09-04
200 SHS PHILIP MORRIS INTL D 1999-11-17 2014-11-18
300 SHS ALTRIA GROUP D 2003-04-22 2014-11-18
(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 2,327   1,734 593
b 3,112   2,498 614
c 2,172   548 1,624
d 9,762   6,614 3,148
e 42,284   7,104 35,180
9,872   1,214 8,658
2,327   1,668 659
177   165 12
2,172   548 1,624
9,761   6,614 3,147
20,217   3,276 16,941
22,238   10,793 11,445
2,327   1,668 659
177   141 36
1,086   274 812
6,574   6,010 564
14,440   1,708 12,732
15,629   2,187 13,442
4,655   3,302 1,353
862   596 266
1,086   237 849
2,817   1,746 1,071
17,002   5,340 11,662
16,834   954 15,880
6,982   4,782 2,200
2,514   168 2,346
2,504   1,711 793
8,403   6,830 1,573
34,004   8,780 25,224
1,846   2,308 -462
3,198   2,813 385
2,873   133 2,740
3,502   2,632 870
3,549   2,403 1,146
6,801   1,756 5,045
1,846   2,308 -462
3,198   2,302 896
3,583   3,219 364
1,751   1,289 462
3,550   2,339 1,211
6,339   1,932 4,407
5,537   6,147 -610
3,198   2,282 916
3,583   3,219 364
7,003   4,206 2,797
2,331   1,632 699
4,226   1,140 3,086
2,750   3,622 -872
6,396   3,613 2,783
3,268   2,404 864
2,172   475 1,697
9,676   5,865 3,811
38,030   10,260 27,770
12,196   16,042 -3,846
9,976   9,987 -11
4,477   3,263 1,214
2,172   475 1,697
11,755   9,928 1,827
14,789   3,080 11,709
2,797   2,640 157
5,037   1,015 4,022
2,504   1,711 793
13   17 -4
4,936   1,547 3,389
2,797   2,640 157
3,617   167 3,450
2,504   1,711 793
7,058   2,557 4,501
9,872   2,244 7,628
28   26 2
4,197   1,095 3,102
3,225   2,580 645
8,469   2,889 5,580
9,231   1,992 7,239
28   26 2
6,906   4,957 1,949
3,225   2,405 820
12,704   4,313 8,391
9,872   2,072 7,800
13,670   12,038 1,632
10,785   6,479 4,306
6,449   4,403 2,046
17,451   2,766 14,685
14,809   2,295 12,514
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       593
b       614
c       1,624
d       3,148
e       35,180
      8,658
      659
      12
      1,624
      3,147
      16,941
      11,445
      659
      36
      812
      564
      12,732
      13,442
      1,353
      266
      849
      1,071
      11,662
      15,880
      2,200
      2,346
      793
      1,573
      25,224
      -462
      385
      2,740
      870
      1,146
      5,045
      -462
      896
      364
      462
      1,211
      4,407
      -610
      916
      364
      2,797
      699
      3,086
      -872
      2,783
      864
      1,697
      3,811
      27,770
      -3,846
      -11
      1,214
      1,697
      1,827
      11,709
      157
      4,022
      793
      -4
      3,389
      157
      3,450
      793
      4,501
      7,628
      2
      3,102
      645
      5,580
      7,239
      2
      1,949
      820
      8,391
      7,800
      1,632
      4,306
      2,046
      14,685
      12,514
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 2 346,262
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 -645
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 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))
2013 65,014 1,442,031 0.045085
2012 66,758 1,325,446 0.050366
2011 60,843 1,339,424 0.045425
2010 51,133 1,218,603 0.041960
2009 61,331 1,033,785 0.059327
2 Total of line 1, column (d) ...................... 2 0.242163
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 0.048433
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 1,645,248
5 Multiply line 4 by line 3....................... 5 79,684
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,839
7 Add lines 5 and 6......................... 7 83,523
8 Enter qualifying distributions from Part XII, line 4.............. 8 70,500
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 (2014)
Form 990-PF (2014)
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 7,678
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 7,678
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 7,678
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,075
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,075
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,603
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   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 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
 
No
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
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletCHARLES A SMITH Telephone no.bullet (303) 763-9250
    Located atbulletPO BOX 861MORRISONCO ZIP+4bullet804650861
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 instructions)? ........
    1b
     
     
    .........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 2014?.............
    1c
     
     
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    CHARLES A SMITH PRESIDENT
    0.00     		0 0 0
    14074 W CORNELL AVE
    LAKEWOOD,CO80228
    REBECCA A SMITH VICE-PRES
    0.00     		0 0 0
    4040 GREENLEAF CIRLCE
    APT NO 110
    KALAMAZOO,MI490082525
    PAULA E RIGGI TREAS/SECR
    0.00     		0 0 0
    14536 ROCKSBOROUGH ROAD
    MINNETONKA,MN55345
    KAYVON RIGGI TRUSTEE
    0.00     		0 0 0
    14536 ROCKSBOROUGH RD
    MINNETONKA,MN55345
    KAYLEE RIGGI TRUSTEE
    0.00     		0 0 0
    14536 ROCKSBOROUGH RD
    MINNETONKA,MN55345
    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
    NONE
    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
    NONE
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 N/A  
    2  
    All other program-related investments. See 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
    1,603,050
    b
    Average of monthly cash balances.......................
    1b
    67,253
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,670,303
    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
    1,670,303
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,055
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,645,248
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    82,262
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    82,262
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    7,678
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,678
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,584
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    74,584
    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
    74,584
    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
    70,500
    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
    70,500
    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
    70,500
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 74,584
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 70,347
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 70,500
    a Applied to 2013, but not more than line 2a 70,347
    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 2014 distributable amount..... 153
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (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  
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		74,431
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    CHARLES SMITH PAULA RIGGI
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    FREE THE CHILDREN
    FREE THE CHILDREN
    4301 HIGHWAY 7 STE 120
    4301 HIGHWAY 7 STE 120
    MINNEAPOLIS,MN55416     		NONE PUBLIC GENERAL 6,000
    THE NATURE CONSERVANCY
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE
    4245 NORTH FAIRFAX DRIVE
    ARLINGTON,VA222031606     		NONE PUBLIC GENERAL 5,000
    DOCTORS WITHOUT BORDERS
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY100015004     		NONE PUBLIC GENERAL 10,000
    FISHER HOUSE FOUNDATION
    FISHER HOUSE FOUNDATION
    111 ROCKVILLE PIKE STE 4
    111 ROCKVILLE PIKE STE 4
    ROCKVILLE,MD208505168     		NONE PUBLIC GENERAL 5,000
    INTL PLANNED PARENTHOOD
    INTL PLANNED PARENTHOOD
    4 NEWHAMS ROW
    4 NEWHAMS ROE
    LONDON,LONDON  
    UK     		NONE PUBLIC GENERAL 6,000
    DANA FARBER CANCER INSTITUTE
    SANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVE
    450 BROOKLINE AVE
    BOSTON,MA02215     		NONE PUBLIC GENERAL 6,000
    FEEDING AMERICA
    FEDDING AMERICA
    35 E WACKER DR STE 2000
    STE 2000
    CHICAGO,IL60601     		NONE PUBLIC GENERAL 5,000
    LAND CONSERVANCY OF W MI
    LAND CONSERVANCY OF W MI
    1345 MONROE AVE NW 324
    1345 MONROE AVE NW 324
    GRAND RAPIDS,MI49505     		NONE PUBLIC GENERAL 6,000
    WATERORG
    WATERORG
    920 MAIN STREET STE 1800
    920 MAIN STREET STE 1800
    KANSAS CITY,MO64105     		NONE PUBLIC GENERAL 5,000
    THE BLAKE SCHOOL
    THE BLAKE SCHOOL
    110 BLAKE ROAD SOUTH
    110 BLAKE ROAD SOUTH
    HOPKINS,MN55343     		NONE PUBLIC GENERAL 4,000
    PRETTY LAKE VACATION CAMP
    PRETTY LAKE VACATION CAMP
    9123 WEST Q AVENUE
    9123 WEST Q AVENUE
    MATTAWAN,MI49071     		NONE PUBLIC GENERAL 2,000
    HOMES FOR OUR TROOPS
    HOMES FOR OUR TROOPS
    6 MAIN STREET
    6 MAIN STREET
    TAUNTON,MA02780     		NONE PUBLIC GENERAL 5,000
    BEST FRIENDS ANIMAL SOCIETY
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		NONE PUBLIC GENERAL 2,500
    FOODS RESOURCE BANK
    FOOS RESOURCE BANK
    PO BOX 660055
    PO BOX 660055
    CHICAGO,IL60666     		NONE PUBLIC GENERAL 3,000
    Total .................................bullet 3a 70,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 7,450  
    4 Dividends and interest from securities....     14 38,295  
    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.....     14 282  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 346,262  
    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)..   392,289  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13392,289
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    Name of the organization
    SMITH FAMILY LEGACY FOUNDATION
     
    Employer identification number

    20-5002466
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    SMITH FAMILY LEGACY FOUNDATION
          		Employer identification number

    20-5002466
    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
     
     

    CHARLES A SMITH  
    PO BOX 891
     
    MORRISON, CO804650861

    		$502,118


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    SMITH FAMILY LEGACY FOUNDATION
          		Employer identification number

    20-5002466
    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
    1
    		 MARKETABLE SECURITIES $ 502,118 2014-11-12
    (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
     
    		$    
    (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
     
    		$    
    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    SMITH FAMILY LEGACY FOUNDATION
          		Employer identification number

    20-5002466
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,000 2,000    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TEMPLETON GLOBAL BD ADV 5,000 4,411
    VANGUARD SHORT-TERM INV GRD 35,013 35,347

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOT LABS 9,209 13,506
    ACI WORLDWIDE 19,646 20,170
    ADOBE SYSTEMS INC 4,317 27,262
    AES CORP 12,538 13,770
    AES TRUST III FUND 23,924 24,173
    AFFILIATED MANAGERS 6,224 26,530
    AFLAC 12,732 15,272
    ALLSCRIPTS HEALTHCARE 11,202 12,770
    AMER EUROPACIFIC GRWTH SL F-2 117,800 162,562
    APACHE    
    APPLE 5,464 44,152
    BANK OF MONTREAL    
    BANK OF NY MELLON    
    BARCLAYS CAP EMG MKTS ETF 4,649 4,262
    BOTTOMLINE TECHNOLOGIES 17,447 16,432
    BRYN MAWR BANK 11,607 12,520
    CA TECHNOLOGIES 14,141 16,748
    CABELAS 14,415 13,177
    CENTURYLINK INC 8,535 8,905
    CHESAPEAKE ENERGY CORP 15,398 13,699
    CISCO SYSTEMS INC    
    COGNIZANT 9,746 42,128
    DANAHER CORP 7,903 17,142
    DISCOVER FINANCIAL 9,589 9,823
    DISCOVERY COMM SR C 18,426 16,860
    DJ UBS COMMODITY ETN 16,966 13,459
    DU PONT E I DE NEMOURS 6,694 11,091
    DUN & BRADSTREET 17,400 21,168
    EBAY INC 15,042 15,433
    ECHO GLOBAL LOGISTICS 9,495 14,600
    ECOLAB 8,545 7,839
    EMC ELECTRIC 14,198 16,357
    EMERSON ELECTRIC CO    
    ENERGY SELECT SECTOR 13,228 15,832
    EUROPACIFIC GROWTH GRADE F2    
    EVERTEC INC 16,911 16,597
    EXPRESS SCRIPTS 12,201 12,700
    FIDELITY NATL INFO 7,826 18,660
    FISERV INC 13,113 39,033
    FRANKLIN RESOURCES INC 7,220 51,882
    GENERAL ELECTRIC 15,307 16,425
    GLOBAL PAYMENTS INC 11,194 20,182
    GOLDMAN SACHS 4,874 9,692
    GOOGLE CL C 8,596 13,160
    GOOGLE INC 3,173 7,960
    HAEMONETICS CORP 12,636 12,162
    HARBOR INTERNATIONAL 42,893 71,937
    HOLOGIC INC 8,513 10,696
    HOSPIRA 11,062 15,312
    IBM    
    ILLINOIS TOOL WORKS INC 12,140 21,781
    INTEL CORP    
    J. HANCOCK FINL OPP FUND 16,377 28,272
    JABIL CIRCUIT INC    
    JOHNSON CONTROLS 9,440 19,336
    KIMBERLY-CLARK CORP    
    LINEAR TECHNOLOGY CORP    
    MBIA INC 10,818 11,925
    MEDTRONIC INC 11,395 18,050
    MERCANTILE BANK 11,548 12,612
    MICROSOFT 10,191 16,258
    MS INDIA INVESTMENT 24,131 45,696
    NATIONAL INSTRUMENTS    
    NB REAL ESTATE 9,934 19,176
    NEWFIELD EXPLOR 13,588 10,848
    OLD SECOND CAP TRUST 7.8% 15,009 14,925
    ORACLE 9,911 13,491
    PEPSICO 9,142 14,184
    PETROLEUM & REX 36,441 39,788
    PHILIP MORRIS INTL 1,163 28,508
    PRICE T ROWE GROUP INC 15,998 60,102
    PRINCIPAL FINL GROUP 13,328 15,582
    PROCTER & GAMBLE    
    QUALCOMM 9,908 14,866
    RALLY SOFTWARE 9,799 11,370
    ROCKWELL AUTOMATION 17,594 16,680
    ROYCE MICRO-CAP TR 20,662 18,405
    ROYCE VALUE TRUST 19,799 18,629
    SCHLUMERGER 9,649 8,541
    SCHWAB EMERGING MKT 21,317 21,510
    SCHWAB US REIT    
    SPDR GOLD TRUST 25,321 27,827
    STRYKER 8,326 18,866
    TEMPLETON DRAGON FUND 44,075 36,060
    TEMPLETON GLOBAL    
    THERMO FISHER SCIENTIFIC 9,058 12,529
    UNION PACIFIC CORP 5,074 29,783
    UNITED TECHNOLGIES 10,688 17,250
    US BANCORP DEL 6,398 7,866
    VANGUARD EMERGING MARKETS 47,500 55,028
    VARIAN MEDICAL SYSTEMS 8,982 10,814
    VERIFONE SYSTEMS 10,514 16,740
    VERIZON COMMUNICATIONS 9,334 11,695
    VISA 7,215 26,220
    WESTERN ASSET EMERGING MKTS 4,463 3,625
    WEYERHAEUSER 2,145 39,479
    WHITING PETROLEUM 12,658 9,075
    WYNDHAM WORLDWIDE 13,209 17,152
    XILINX 14,703 15,152
    YUM BRANDS 14,524 14,570

    TY 2014 LegalFeesSchedule
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DAVIS GRAHAM & STUBBS LLP 168      


    TY 2014 OtherDecreasesSchedule
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Description Amount
       


    TY 2014 OtherIncomeSchedule2
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LITIGATION SETTLEMENTS 282 282  


    TY 2014 OtherIncreasesSchedule
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 6,412 6,412    


    TY 2014 TaxesSchedule
    Name:
    SMITH FAMILY LEGACY FOUNDATION
    EIN: 20-5002466
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 2,000