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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 11-01-2017 , and ending 10-31-2018
Name of foundation
The Smithville Charitable Foundation Inc
 
% DARBY A MCCARTY
Number and street (or P.O. box number if mail is not delivered to street address)820 WEST TEMPERANCE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Ellettsville, IN47429
A Employer identification number

46-2100122
B Telephone number (see instructions)

(812) 876-1642
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,932,470J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,604 10,604  
4 Dividends and interest from securities... 485,914 485,914  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 149,671
b Gross sales price for all assets on line 6a 9,289,582
7 Capital gain net income (from Part IV, line 2)... 149,671
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 -210,575    
12 Total. Add lines 1 through 11........ 435,614 646,189  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 12,500     12,500
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 9,650 0 0 9,650
b Accounting fees (attach schedule)....... Click to see attachment 19,725 9,863 0 9,862
c Other professional fees (attach schedule).... Click to see attachment 87,010 85,890   1,120
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,000      
19 Depreciation (attach schedule) and depletion... Click to see attachment 4,993    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,596     4,596
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 11,249     11,249
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 179,723 95,753 0 48,977
25 Contributions, gifts, grants paid....... 1,211,426 1,211,426
26 Total expenses and disbursements. Add lines 24 and 25 1,391,149 95,753 0 1,260,403
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -955,535
b Net investment income (if negative, enter -0-) 550,436
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 1,842,392 214,033 214,033
2 Savings and temporary cash investments.........      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,352,062 Click to see attachment21,029,879 21,523,692
14 Land, buildings, and equipment: basis bullet194,745
Less: accumulated depreciation (attach schedule) bullet28,504 171,234 166,241 194,745
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,365,688 21,410,153 21,932,470
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 22,365,688 21,410,153
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 22,365,688 21,410,153
30 Total liabilities and net assets/fund balances (see instructions). 22,365,688 21,410,153
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
22,365,688
2
Enter amount from Part I, line 27a .....................
2
-955,535
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
21,410,153
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 29 .
6
21,410,153
Form 990-PF (2019)
Form 990-PF (2019)
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 JPMORGAN #7000      
b JPMORGAN #6002      
c JPMORGAN #1001      
d JPMORGAN #6000      
e FS INVESTMENT CORP II     2018-01-12
CARTER VALIDUS MISSION      
(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 858,748   858,732 16
b 5,943,861   5,745,255 198,606
c 691,638   682,943 8,695
d 362,348   380,366 -18,018
e 172,160   272,615 -100,455
1,128,000   1,200,000 -72,000
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       16
b       198,606
c       8,695
d       -18,018
e       -100,455
      -72,000
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 2 149,671
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 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))
2018 1,071,582 23,226,246 0.046137
2017 1,090,162 21,754,745 0.050111
2016 1,050,038 23,330,669 0.045007
2015 1,219,915 23,804,746 0.051247
2014 1,007,224 22,872,505 0.044036
2
Total of line 1, column (d) .....................
2
0.236538
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047308
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
23,518,625
5
Multiply line 4 by line 3......................
5
1,112,619
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,504
7
Add lines 5 and 6........................
7
1,118,123
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,260,403
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 5,504
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 5,504
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 5,504
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 18,347
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 18,347
8 Enter any penalty for underpayment of estimated tax. Check here 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 12,843
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet12,843 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletIN
    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 2019 or the taxable year beginning in 2019? See the 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. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletDARBY A MCCARTY Telephone no.bullet (812) 876-1642

    Located atbullet820 WEST TEMPERANCE STREETELLETTSVILLEIN ZIP+4bullet47429
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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
     
    No
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    CULLEN H MCCARTY DIRECTOR AND SECRETARY
    2.0     		0 0 0
    820 WEST TEMPERANCE STREET
    Ellettsville,IN47429
    DARBY A MCCARTY PRESIDENT AND TREASURER
    2.0     		0 0 0
    820 WEST TEMPERANCE STREET
    Ellettsville,IN47429
    RICHARD O KISSEL II DIRECTOR
    2.0     		0 0 0
    ONE INDIANA SQUARE SUITE 3500
    INDIANAPOLIS,IN46204
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
     
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    21,459,074
    b
    Average of monthly cash balances.......................
    1b
    1,062,108
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,355,595
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,876,777
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    23,876,777
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    358,152
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,518,625
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,175,931
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,175,931
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    5,504
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,504
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,170,427
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,170,427
    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
    1,170,427
    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
    1,260,403
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,260,403
    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
    5,504
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,254,899
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 1,170,427
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 1,047,410
    b Total for prior years:2015, 2014, 2013  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,260,403
    a Applied to 2018, but not more than line 2a 1,047,410
    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 2019 distributable amount..... 212,993
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (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 0
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		957,434
    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) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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).)
    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 e-mail address of the person to whom applications should be addressed:
    DARBY A MCCARTY
    820 WEST TEMPERANCE
    ELLETTSVILLE,IN47429
    (812) 876-1642
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER
    cAny submission deadlines:
    ANYTIME
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE RESTRICTED TO CHARITABLE ORGANIZATIONS IN CERTAIN COUNTIES IN THE STATE OF INDIANA.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    RBB Youth Sports
    200 E Association St
    Ellettsville,IN47429     		NONE PC GENERAL 27,500
    BLOOMINGTON PARKS FOUNDATION
    PO BOX 3351
    BLOOMINGTON,IN474023351     		NONE PC GENERAL 10,000
    Brown County Community Foundation
    PO Box 191
    Nashville,IN47448     		NONE PC GENERAL 16,352
    Brown County Humane Society
    PO Box 746
    Nashville,IN47448     		NONE PC GENERAL 15,000
    Pregnancy Care center of Washington
    PO Box 589
    Washington,IN47501     		NONE PC GENERAL 20,000
    Mentors for Youth of Dubois County
    PO Box 86
    Jasper,IN47546     		NONE PC GENERAL 6,500
    Tulip Tree Health Services of Gibson County Inc d
    123 N McCreary Street
    Fort Branch,IN47648     		NONE PC GENERAL 5,000
    Eastern Greene Schools
    10503 E State Rd 54
    Bloomfield,IN47424     		NONE PC GENERAL 1,500
    HOPE Healthcare Services
    107 PARK PLACE BLVD
    Avon,IN46123     		NONE PC GENERAL 5,000
    Community Health & Wellness CenterWIC
    2415 Mitchell Rd Suite A
    Bedford,IN47421     		NONE PC GENERAL 10,000
    Lawrence County Dolly Parton Imagination Library
    P O Box 671
    Bedford,IN47421     		NONE PC GENERAL 2,500
    Banneker Community Center CO Bloomington Parks a
    PO Box 848
    Bloomington,IN47404     		NONE PC GENERAL 10,000
    Bloomington Chamber Singers
    PO Box 3256
    Bloomington,IN47402     		NONE PC GENERAL 3,900
    Boys and Girls Clubs of Bloomington
    PO Box 1716
    Bloomington,IN47404     		NONE PC GENERAL 10,000
    Community Kitchen of Monroe County Inc
    PO Box 3286
    Bloomington,IN474023286     		NONE PC GENERAL 10,000
    Ellettsville Volunteer Fire Department
    5080 W State Road 46
    Bloomington,IN47404     		NONE PC GENERAL 22,500
    Girls Inc of Monroe County
    1108 W 8th Street
    Bloomington,IN47404     		NONE PC GENERAL 15,458
    Hoosier Hills Food Bank
    PO Box 697
    Bloomington,IN47402     		NONE PC GENERAL 10,000
    Hoosier Trails Council Boy Scouts of America
    5625 East State Road 46
    Bloomington,IN47401     		NONE PC GENERAL 5,000
    Monroe County Youth Soccer League (Cutters Soccer
    PO Box 3520
    Bloomington,IN47402     		NONE PC GENERAL 3,500
    People & Animal Learning Services (PALS)
    7644 W Elwren Road
    Bloomington,IN47403     		NONE PC GENERAL 13,200
    Stone Belt Arc Inc
    2815 E 10th Street
    Bloomington,IN47408     		NONE PC GENERAL 15,000
    WonderLab Museum of Science Health and Technology
    308 West 4th Street
    Bloomington,IN47404     		NONE PC GENERAL 7,500
    Martinsville Youth Development Center
    165 Morton Avenue
    Martinsville,IN46151     		NONE PC GENERAL 8,808
    Orange County Rehabilitative and Developmental Ser
    986 West Hospital Road
    Paoli,IN47454     		NONE PC GENERAL 11,000
    Southern Indiana Center for Independent Living
    1490 W Main Street
    Mitchell,IN47446     		NONE PC GENERAL 20,000
    Owen County 4-H Horse and Pony Committee Club
    11287 Precinct Rd
    Freedom,IN47427     		NONE PC GENERAL 10,000
    Owen County Community Foundation
    PO Box 503
    Spencer,IN47460     		NONE PC GENERAL 7,000
    Spencer-Owen Community Schools
    205 E Hillside
    Spencer,IN47460     		NONE PC GENERAL 6,000
    Hymera Volunteer Fire Department Inc
    PO Box 78
    Hymera,IN47855     		NONE PC GENERAL 31,485
    Our Father's Arms Inc
    P O Box 273
    Sullivan,IN47882     		NONE PC GENERAL 6,700
    Sullivan County Health Department
    31 North Court Street
    Sullivan,IN47882     		NONE PC GENERAL 16,698
    Sullivan First Presbyterian Church - Sullivan Coun
    PO Box 533
    sullivan,IN47882     		NONE PC GENERAL 6,769
    Sullivan High School
    902 North Section Street
    Sullivan,IN47882     		NONE PC GENERAL 3,375
    Adult and Child Health
    222 E Ohio Street
    Indianapolis,IN46204     		NONE PC GENERAL 25,000
    Area 10 Council on Aging of Monroe & Owen Counties
    631 W Edgewood Drive
    Ellettsville,IN47429     		NONE PC GENERAL 34,478
    Aspire Indiana Health
    9615 E 148th Street Suite 1
    Noblesville,IN46060     		NONE PC GENERAL 5,000
    Bloomfield-Eastern Greene County Public Library
    125 S Franklin Street
    Bloomfield,IN47424     		NONE PC GENERAL 37,500
    BloomingSongs
    3742 W Parkview Drive
    Bloomington,IN47404     		NONE PC GENERAL 5,600
    Bloomington Township of Monroe County Indiana
    5081 N Old 37
    Bloomington,IN47408     		NONE PC GENERAL 23,352
    Boys & Girls Club of Morgan County
    31 Indianapolis Road
    Mooresville,IN46158     		NONE PC GENERAL 10,000
    Brown County Community YMCA
    105 Willow Street
    Nashville,IN47448     		NONE PC GENERAL 10,000
    Brown County Enrichment for Teens
    PO Box 1194
    Nashville,IN47448     		NONE PC GENERAL 15,000
    Brown County Playhouse
    PO Box 1336 - 158 N Jefferson St
    Nashville,IN474487018     		NONE PC GENERAL 7,000
    Cardinal Stage
    900 S Walnut
    Bloomington,IN47401     		NONE PC GENERAL 5,000
    Catholic Charities Becky's Place
    1108 5th Street
    Bedford,IN47421     		NONE PC GENERAL 32,950
    Children's Village Bloomington - A Division of The
    2431 N Smith Pike
    Bloomington,IN47404     		NONE PC GENERAL 10,830
    Community Foundation of Bloomington & Monroe Count
    100 S College Avenue Suite 240
    Bloomington,IN47404     		NONE PC GENERAL 75,000
    Community Foundation of Bloomington & Monroe Count
    100 S College Avenue Suite 240
    Bloomington,IN47404     		NONE PC GENERAL 25,000
    Community Foundation Partnership Inc - Backpack
    PO Box 1235 - 1324 K Street Suit
    Bedford,IN47421     		NONE PC GENERAL 25,000
    Community Service Center of Morgan County Inc d
    301 W Harrison Street
    Martinsville,IN46151     		NONE PC GENERAL 7,726
    Courage to Change Sober Living
    5027 Lakeview Drive
    Bloomington,IN47404     		NONE PC GENERAL 12,800
    DirectEmployers Institute
    9100 N Purdue Road Suite 400
    Indianapolis,IN46268     		NONE PC GENERAL 25,000
    First Christian Church (Disciples of Christ)
    1101 15th Street
    Bedford,IN47421     		NONE PC GENERAL 10,000
    Greene County Health Inc
    714 W Main Street
    Jasonville,IN47438     		NONE PC GENERAL 38,200
    Harmony School
    909 E 2nd Street - PO Box 1787
    Bloomington,IN47401     		NONE PC GENERAL 13,250
    Hendricks County Senior Services
    PO Box 448 - 1201 Sycamore Lane
    Danville,IN46122     		NONE PC GENERAL 10,000
    Jasonville Volunteer Fire Department
    235 W Cook Street
    Jasonville,IN47438     		NONE PC GENERAL 20,000
    Justice Unlocked
    4305 E Third Street
    Bloomington,IN47401     		NONE PC GENERAL 20,000
    Lawrence County Cancer Patient Services
    219 Sycamore Drive
    Bedford,IN47421     		NONE PC GENERAL 32,000
    Lions Club of Bedford Inc
    744 Rocky Creek West
    Bedford,IN47421     		NONE PC GENERAL 4,500
    McCormick's Creek Elementary School
    1601 Flatwoods Road
    Spencer,IN47460     		NONE PC GENERAL 3,000
    Mother Hubbard's Cupboard Inc
    1100 W Allen Street
    Bloomington,IN47403     		NONE PC GENERAL 15,000
    New Leaf - New Life
    1010 S Walnut Street Suite H
    Bloomington,IN47401     		NONE PC GENERAL 10,000
    Northeast East Elementary School Hymera
    PO Box 494 - 502 N Vine Street
    Hymera,IN47855     		NONE PC GENERAL 20,000
    Open Arms Family & Educational Services
    PO Box 271
    Switz City,IN47465     		NONE PC GENERAL 3,150
    Orange County Community Foundation Inc
    1075 N Sandy Hook Road Suite 2
    Paoli,IN47454     		NONE PC GENERAL 60,000
    Orange County Indiana Habitat for Humanity Inc
    1075 N Sandy Hook Road Suite 4
    Paoli,IN47454     		NONE PC GENERAL 20,000
    Scotland Historical Society Inc
    7758 S West Gate Road
    Newberry,IN474497108     		NONE PC GENERAL 5,000
    Sculpture Trails Outdoor Museum
    6764 N Tree Farm Road
    Solsberry,IN47459     		NONE PC GENERAL 15,000
    Smithville Diamonds Inc
    PO Box 13
    Smithville,IN47458     		NONE PC GENERAL 10,000
    South Central Indiana Housing Opportunities
    1007 N Summit Street
    Bloomington,IN47404     		NONE PC GENERAL 4,000
    Spencer Pride
    17 E Franklin Street - PO Box 58
    Spencer,IN47460     		NONE PC GENERAL 5,000
    Sullivan Civic Center
    344 N Main Street
    Sullivan,IN47882     		NONE PC GENERAL 20,000
    Sullivan County Bar Foundation Inc
    1 W Jackson Street
    Sullivan,IN47882     		NONE PC GENERAL 12,000
    Sullivan County Park and Lake
    990 E Picnic Road
    Sullivan,IN47882     		NONE PC GENERAL 10,000
    Town of Ellettsville
    1150 W Guy McCown Drive - PO Box
    Ellettsville,IN47429     		NONE PC GENERAL 12,725
    Town of Hymera Police Department
    204 E Jackson Street - PO Box 42
    Hymera,IN47855     		NONE PC GENERAL 20,000
    Union Fire Protection Territory
    PO Box 309
    Dugger,IN47848     		NONE PC GENERAL 29,870
    Visually Impaired Preschool Services (VIPS Indiana
    1100 W 42nd Street Suite 228
    Indianapolis,IN46208     		NONE PC GENERAL 10,000
    Wheeler Mission
    205 E New York Street
    Indianapolis,IN46204     		NONE PC GENERAL 7,750
    Youth Connections
    1195 N Morton Street Suite A
    Franklin,IN46131     		NONE PC GENERAL 5,500
    Total .................................bullet 3a 1,211,426
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 10,604  
    4 Dividends and interest from securities....     14 485,914  
    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 ............     		    18 149,671  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aHIGH TECH VENEER K-1 INCOME     		525990 -37,082      
    bVRSUS HOLDING LLC K-1 INCOME 525990 -173,493      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -210,575 646,189  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    435,614
    (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 (2019)
    Form 990-PF (2019)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    The Smithville Charitable Foundation Inc
    EIN:
    46-2100122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,725 9,863   9,862

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2017 DepreciationSchedule
    Name:
    The Smithville Charitable Foundation Inc
    EIN:
    46-2100122
    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 2017 InvestmentsOtherSchedule2
    Name:
    The Smithville Charitable Foundation Inc
    EIN:
    46-2100122
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FS INVESTMENTS CORPORATION II AT COST 428,605 418,173
    HI TECH VENEER AT COST 173,504 173,504
    CARTER VALIDUS MC AT COST 0 0
    VRSUS HOLDING, LLC AT COST 126,507 126,507
    JP MORGAN #7000 - MM FD - PREM AT COST 0 0
    JP MORGAN #6002 - MM FD - INST AT COST 189,597 189,581
    JP MORGAN #6002 - US FIXED INC AT COST 4,311,727 4,187,201
    JP MORGAN #6000 AT COST 0 0
    JP MORGAN #7000 AT COST 627,730 627,728
    JP MORGAN #1001 - FIXED INCOME AT COST 320,296 317,443
    JP MORGAN #6002 - US LARGE CAP AT COST 3,375,474 3,844,757
    JP MORGAN #6002 - US MID CAP AT COST 1,292,212 1,280,571
    JP MORGAN #6002 - EAFE AT COST 2,076,209 2,312,190
    JP MORGAN #6002 - OFFSHORE EQ. AT COST 2,096,700 2,001,686
    JP MORGAN #6002 - HEDGE FUNDS AT COST 3,499,857 3,541,579
    JP MORGAN #6002 - PRUDENTIAL AT COST 651,418 629,353
    JP MORGAN #6002 - SPDR GOLD AT COST 690,495 642,731
    JP MORGAN #1001 - US LARGE CAP AT COST 658,230 712,834
    JP MORGAN #1001 - US MID CAP AT COST 0 0
    JP MORGAN #1001 - EAFE AT COST 369,952 363,216
    JP MORGAN #1001 - OFFSHORE EQ. AT COST 141,366 154,638

    TY 2017 LegalFeesSchedule
    Name:
    The Smithville Charitable Foundation Inc
    EIN:
    46-2100122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 9,650     9,650


    TY 2017 OtherExpensesSchedule
    Name:
    The Smithville Charitable Foundation Inc
    EIN:
    46-2100122
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC. EXPENSE 1,099     1,099
    POSTAL EXPENSE 193     193
    MEMBERSHIP DUES 2,200     2,200
    PHONE EXPENSE 1,846     1,846
    UTILITIES 2,304     2,304
    MAINTENANCE EXPENSE 1,815     1,815
    INSURANCE EXPENSE 1,792     1,792


    TY 2017 OtherIncomeSchedule2
    Name:
    The Smithville Charitable Foundation Inc
    EIN:
    46-2100122
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Hi Tech Veneer K-1 Income -37,082    
    VRSUS HOLDING LLC K-1 INCOME -173,493    


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    The Smithville Charitable Foundation Inc
    EIN:
    46-2100122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 85,890 85,890    
    COMPUTER SOFTWARE FEES 1,120     1,120


    TY 2017 TaxesSchedule
    Name:
    The Smithville Charitable Foundation Inc
    EIN:
    46-2100122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAX 30,000