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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Theda and Tamblin Clark Smith Family
Foundation Inc
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 372
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Neenah, WI54957
A Employer identification number

39-6125329
B Telephone number (see instructions)

(303) 419-4714
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$58,849,522J 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) 16,511
2 Check bullet.............
3 Interest on savings and temporary cash investments 6,106 6,106  
4 Dividends and interest from securities... 1,003,826 1,003,826  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,616,953
b Gross sales price for all assets on line 6a 24,047,645
7 Capital gain net income (from Part IV, line 2)... 1,622,815
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 20,121 17,908  
12 Total. Add lines 1 through 11........ 2,663,517 2,650,655  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,000     54,000
14 Other employee salaries and wages...... 115,000     115,000
15 Pension plans, employee benefits....... 22,731     22,731
16a Legal fees (attach schedule)......... Click to see attachment 1,371 0 0 1,371
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 358,304 311,394   46,910
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34,034 6,821    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,200     16,200
21 Travel, conferences, and meetings....... 1,298     1,298
22 Printing and publications.......... 204     204
23 Other expenses (attach schedule)....... Click to see attachment 214,698 127,566   86,787
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 817,840 445,781 0 344,501
25 Contributions, gifts, grants paid....... 2,082,094 2,082,094
26 Total expenses and disbursements. Add lines 24 and 25 2,899,934 445,781 0 2,426,595
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -236,417
b Net investment income (if negative, enter -0-) 2,204,874
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 533,779 3,640,446 3,640,446
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) 8,952,399 Click to see attachment6,136,568 6,290,130
b Investments—corporate stock (attach schedule)....... 31,121,143 Click to see attachment29,791,374 40,459,275
c Investments—corporate bonds (attach schedule)....... 3,517,336 Click to see attachment3,748,664 4,163,426
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,328,314 Click to see attachment2,900,000 4,296,245
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) 46,452,971 46,217,052 58,849,522
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 46,452,971 46,217,052
29 Total net assets or fund balances (see instructions)..... 46,452,971 46,217,052
30 Total liabilities and net assets/fund balances (see instructions). 46,452,971 46,217,052
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
46,452,971
2
Enter amount from Part I, line 27a .....................
2
-236,417
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
498
4
Add lines 1, 2, and 3 ..........................
4
46,217,052
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
46,217,052
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c Sec 751 Gain on Sale of Ptshp Reclass      
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 24,047,645   22,538,071 1,509,574
b       121,140
c       -7,899
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,509,574
b        
c        
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,622,815
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 30,648
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 30,648
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,648
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20,100
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,930
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,030
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 2,382
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,382 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? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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 changesClick to see attachment....
3
Yes
 
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.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO, WI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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 2020, 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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    David W Radford Dir, Sec
    1.0     		18,000 0 0
    PO Box 372
    Neenah,WI54957
    Carlton Smith Dir, Pres
    1.0     		18,000 0 0
    PO Box 372
    Neenah,WI54957
    Pierce Smith Dir, Treas
    1.0     		0 0 0
    PO Box 372
    Neenah,WI54957
    Marc Vaccaro Dir
    1.0     		18,000 0 0
    PO Box 372
    Neenah,WI54957
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    PETER RADFORD Executive Director
    45.0     		115,000 13,933  
    24918 GENESSE TRAIL RD STE 203
    GOLDEN,CO80401
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    BNY Mellon Bank Investment Mgmt 210,898
    225 Liberty Street
    NEW YORK,NY10286
    Stratos Wealth Partners Investment Mgmt 95,090
    2975 Westchestr Ave Ste 418
    PURCHASE,NY105772575
    Foundation Source Administrative 78,000
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    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 (2020)
    Form 990-PF (2020)
    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
    47,462,526
    b
    Average of monthly cash balances.......................
    1b
    2,234,945
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,070,821
    d
    Total (add lines 1a, b, and c).........................
    1d
    53,768,292
    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
    53,768,292
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    806,524
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    52,961,768
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,648,088
    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
    2,648,088
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    30,648
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,648
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,617,440
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,617,440
    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
    2,617,440
    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
    2,426,595
    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
    2,426,595
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,426,595
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,617,440
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 544,637
    b From 2016......  
    c From 2017...... 44,604
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 589,241
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,426,595
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 2,426,595
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 190,845 190,845
    (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 5 398,396
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		353,792
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		44,604
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 44,604
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number 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 (2020)
    Form 990-PF (2020)
    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
    7SISTERS GLOBAL INC
    4741 WHITEHALL LN
    HGHLNDS RANCH,CO80126     		N/A PC General & Unrestricted 2,000
    826 VALENCIA
    826 VALENCIA ST
    SAN FRANCISCO,CA94110     		N/A PC General & Unrestricted 6,000
    ALANO SOCIETY INC
    511 N CARROLL ST
    MADISON,WI53703     		N/A PC General & Unrestricted 1,500
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST 11TH FL
    NEW YORK,NY10038     		N/A PC Oregon Chapter Fund 1,500
    AMERICAN HEART ASSOCIATION - SOUTHWEST AFFILIATE
    1777 S HARRISON ST STE 500
    DENVER,CO80210     		N/A PC Young adult CPR training program 5,000
    BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN
    1331 AMERICAN DR
    NEENAH,WI54956     		N/A PC General & Unrestricted 6,000
    BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN
    1331 AMERICAN DR
    NEENAH,WI54956     		N/A PC Mentoring during Crisis program 10,000
    BIG BROTHERS BIG SISTERS OF EAST CENTRAL WISCONSIN
    1331 AMERICAN DR
    NEENAH,WI54956     		N/A PC Standard Youth Mentoring Programming fund 25,000
    BOYS & GIRLS BRIGADE ASSOCIATION INC
    109 W COLUMBIAN AVE
    NEENAH,WI54956     		N/A PC General & Unrestricted 3,000
    BOYS & GIRLS CLUB FOX VALLEY INC
    160 S BADGER AVE
    APPLETON,WI54914     		N/A PC Menasha's branch youth food assistance program during the covid 19 pandemic 35,000
    BOYS & GIRLS CLUB FOX VALLEY INC
    160 S BADGER AVE
    APPLETON,WI54914     		N/A PC Menasha Club Branch Building Campaign 6,000
    BOYS & GIRLS CLUB FOX VALLEY INC
    160 S BADGER AVE
    APPLETON,WI54914     		N/A PC Menasha Branch Expansion initiative 35,000
    BOYS & GIRLS CLUBS OF ELKHART COUNTY INC
    PO BOX 614
    GOSHEN,IN46527     		N/A PC Gym Shoe Project 500
    BOYS & GIRLS CLUBS OF ELKHART COUNTY INC
    PO BOX 614
    GOSHEN,IN46527     		N/A PC Youth athletic shoes fund 4,000
    BOYS & GIRLS CLUBS OF ELKHART COUNTY INC
    PO BOX 614
    GOSHEN,IN46527     		N/A PC Educational Enrichment programs 30,000
    BOYS & GIRLS CLUBS OF ELKHART COUNTY INC
    PO BOX 614
    GOSHEN,IN46527     		N/A PC early emergency grant for the club during the Covid19 pandemic 20,000
    BOYS & GIRLS CLUBS OF METRO LOS ANGELES
    800 S FIGUEROA ST STE 950
    LOS ANGELES,CA90017     		N/A PC General & Unrestricted 2,000
    BOYS AND GIRLS CLUB OF DANE COUNTY INC
    1818 W BELTLINE HWY
    MADISON,WI53713     		N/A PC General & Unrestricted 4,500
    BOYS AND GIRLS CLUB OF DANE COUNTY INC
    1818 W BELTLINE HWY
    MADISON,WI53713     		N/A PC Education Program 40,000
    BOYS AND GIRLS CLUB OF DANE COUNTY INC
    1818 W BELTLINE HWY
    MADISON,WI53713     		N/A PC early emergency fund to help during the Covid19 crisis 30,000
    BOYS AND GIRLS CLUB OF HOLLYWOOD
    850 N CAHUENGA BLVD
    HOLLYWOOD,CA90038     		N/A PC General & Unrestricted 1,000
    BOYS AND GIRLS CLUBS OF METRO DENVER INC
    2017 W 9TH AVE
    DENVER,CO80204     		N/A PC General & Unrestricted 1,000
    CAL STATE FULLERTON PHILANTHROPIC FOUNDATION
    2600 NUTWOOD AVE STE 850
    FULLERTON,CA92831     		N/A PC William E. Schuster '85 Tennis Endowment fund 3,500
    CALIFORNIA FIRE FOUNDATION
    1780 CREEKSIDE OAKS
    SACRAMENTO,CA95833     		N/A PC Supplying Aid to Victims of Emergency (SAVE) Program 3,000
    CALVARY BIBLE CHURCH OF NEENAH WISCONSIN INC
    1450 OAKRIDGE RD
    NEENAH,WI54956     		N/A PC Fox Valley Christian Academy Campaign 20,000
    CALVARY BIBLE CHURCH OF NEENAH WISCONSIN INC
    1450 OAKRIDGE RD
    NEENAH,WI54956     		N/A PC Fox Valley Christian Academy program 3,000
    CASA OF THE FOX CITIES INC
    1500 N CASALOMA DR STE 401
    APPLETON,WI54913     		N/A PC General & Unrestricted 10,000
    CENTRO HISPANO INC
    810 W BADGER RD
    MADISON,WI53713     		N/A PC General & Unrestricted 1,500
    CHILDRENS HEALTH CARE FOUNDATION
    5901 LINCOLN DR MS CBC-3-FOUN
    EDINA,MN55436     		N/A PC General & Unrestricted 600
    CHILDRENS HEALTH CARE FOUNDATION
    5901 LINCOLN DR MS CBC-3-FOUN
    EDINA,MN55436     		N/A PC Urgent Care Fund 1,500
    CHRISTINE ANN DOMESTIC ABUSE SERVICES INC
    206 ALGOMA BLVD
    OSHKOSH,WI54901     		N/A PC General & Unrestricted 15,000
    CHRISTINE ANN DOMESTIC ABUSE SERVICES INC
    206 ALGOMA BLVD
    OSHKOSH,WI54901     		N/A PC virtual computer staff assistance fund for families during the covid19 pandemic 5,000
    CLEAR CREEK COUNTY LIBRARY DISTRICT
    PO BOX 666
    GEORGETOWN,CO80444     		N/A GOV Charitable Event 2,500
    COMMUNITY CLOTHES CLOSET INC
    1465-B OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC General & Unrestricted 28,000
    COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
    4455 W LAWRENCE ST
    APPLETON,WI54914     		N/A PC Non Profit Leadership Initiative 750
    COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
    4455 W LAWRENCE ST
    APPLETON,WI54914     		N/A PC CFFVR/NxG Fund 3,000
    COMPASSION INTERNATIONAL INCORPORATED
    12290 VOYAGER PKWY
    COLORADO SPRINGS,CO80921     		N/A PC urgent care fund; education & training bundle; mind, body & soul fund, chickens fund, rent assistance fund 500
    COTS INC
    PO BOX 1645
    APPLETON,WI54912     		N/A PC General & Unrestricted 5,000
    CROSSROADS AT BIG CREEK INC
    2041 MICHIGAN ST
    STURGEON BAY,WI54235     		N/A PC General & Unrestricted 750
    DENVER RESCUE MISSION
    PO BOX 5206
    DENVER,CO80217     		N/A PC General & Unrestricted 2,000
    EDUCATIONAL ALLIANCE INC
    197 E BROADWAY
    NEW YORK,NY10002     		N/A PC General & Unrestricted 500
    EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC
    1575 YARMOUTH AVE
    BOULDER,CO80304     		N/A PC General & Unrestricted 3,000
    EVERGREEN CHRISTIAN OUTREACH
    PO BOX 1515
    EVERGREEN,CO80437     		N/A PC General & Unrestricted 8,000
    FEED THE CHILDREN INC
    333 N MERIDIAN AVE
    OKLAHOMA CITY,OK73107     		N/A PC General & Unrestricted 1,500
    FIRST AID ARTS
    PO BOX 31325
    SEATTLE,WA98103     		N/A PC General & Unrestricted 70,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239     		N/A PC General & Unrestricted 3,000
    FOX CITIES BUILDING FOR THE ARTS
    111 WEST COLLEGE AVE
    APPLETON,WI54911     		N/A PC General & Unrestricted 6,000
    FOX CITIES PERFORMING ARTS CENTER INC
    400 W COLLEGE AVE
    APPLETON,WI54911     		N/A PC General & Unrestricted 6,000
    FOX VALLEY COMMUNITY TABLE INC
    200 N COMMERCIAL ST
    NEENAH,WI54956     		N/A PC General & Unrestricted 3,750
    FOX VALLEY COMMUNITY TABLE INC
    200 N COMMERCIAL ST
    NEENAH,WI54956     		N/A PC Early Emergency Covid19 fund 3,750
    FREEDOM INC
    2110 LUANN LN
    MADISON,WI53713     		N/A PC General & Unrestricted 1,500
    FRIENDS OF AULLWOOD INC
    1000 AULLWOOD RD
    DAYTON,OH45414     		N/A PC Headstart Childrens Program 500
    FRIENDS OF AULLWOOD INC
    1000 AULLWOOD RD
    DAYTON,OH45414     		N/A PC General & Unrestricted 3,000
    FRIENDS OF THE BAILEY LIBRARY
    350 BULL DOGGER RD
    BAILEY,CO80421     		N/A PC General & Unrestricted 2,500
    FRIENDS OF THE BAILEY LIBRARY
    350 BULL DOGGER RD
    BAILEY,CO80421     		N/A PC Charitable Event 2,500
    GLOUCESTER EDUCATION FOUNDATION
    185 MAIN ST
    GLOUCESTER,MA01930     		N/A PC School Response Fund 2,500
    GLOUCESTER MARINE GENOMICS INSTITUTE INCORPORATED
    417 MAIN ST
    GLOUCESTER,MA01930     		N/A PC Gloucester Biotechnology Academy tuition and lab fees fund for a female, Gloucester High School graduate fund, the building and equipment fund for the expansion GBA program 19,200
    GLOUCESTER MARITIME HERITAGE CENTER INC
    23 HARBOR LOOP
    GLOUCESTER,MA01930     		N/A PC General & Unrestricted 500
    GORDON BUBOLZ NATURE PRESERVE INC
    4815 N LYNNDALE DR
    APPLETON,WI54913     		N/A PC General & Unrestricted 6,000
    GREEN BAY BOTANICAL GARDEN INC
    2600 LARSEN RD
    GREEN BAY,WI54303     		N/A PC General & Unrestricted 500
    GROTON SCHOOL
    282 FARMERS ROW
    GROTON,MA01450     		N/A PC General & Unrestricted 6,000
    H Alexander
    305 Devlin Rd
    Ingleside,IL60046     		NONE I Hardship Assistance Grant 5,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    921 MIDWAY RD
    MENASHA,WI54952     		N/A PC Rock the Block Program 3,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    921 MIDWAY RD
    MENASHA,WI54952     		N/A PC Early Covid19 emergency fund 20,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    921 MIDWAY RD
    MENASHA,WI54952     		N/A PC Rock the Block program 25,000
    HARBOR HOUSE DOMESTIC ABUSE PROGRAMS INC
    720 W 5TH ST
    APPLETON,WI54914     		N/A PC Harbor House Community Education program 20,000
    HECKRODT WETLAND RESERVE INC
    1305 PLANK RD
    MENASHA,WI54952     		N/A PC Children's Canopy Walk program 8,000
    HECKRODT WETLAND RESERVE INC
    1305 PLANK RD
    MENASHA,WI54952     		N/A PC General & Unrestricted 1,000
    HIMALAYAN INTERNATIONAL INSTITUTE OF YOGA SCI & PH
    952 BETHANY TPKE
    HONESDALE,PA18431     		N/A PC General & Unrestricted 21,000
    HIMALAYAN INTERNATIONAL INSTITUTE OF YOGA SCI & PH
    952 BETHANY TPKE
    HONESDALE,PA18431     		N/A PC Cameroon Health & Educational Outreach program 70,000
    HOME BUILDERS FOUNDATION OF METROPOLITAN DENVER
    88 INVERNESS CIR E UNIT E104
    ENGLEWOOD,CO80112     		N/A PC General & Unrestricted 2,500
    HOPECENTRAL
    3826 S OTHELLO ST
    SEATTLE,WA98118     		N/A PC General & Unrestricted 10,000
    HOPECENTRAL
    3826 S OTHELLO ST
    SEATTLE,WA98118     		N/A PC Early Covid 19 emergency fund 10,000
    INTO YOUR HANDS INC
    PO BOX 3981
    EVERGREEN,CO80437     		N/A PC General & Unrestricted 3,500
    IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC
    214 WAUBESA ST
    MADISON,WI53704     		N/A PC Early emergency Covid19 grant for the Feeding the kids program 5,000
    IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC
    214 WAUBESA ST
    MADISON,WI53704     		N/A PC TEENWorks High School Program 15,000
    J Murn
    13900 NW Passage
    Marina del Rey,CA90292     		NONE I Hardship Assistance Grant 5,000
    JAZZ CORNER SOCIETY INC
    7035 JACOBSON DR
    WINNECONNE,WI54986     		N/A PC Charitable Event 2,500
    JEFFERSON COUNTY LIBRARY FOUNDATION INC
    10790 W 50TH AVE SUITE 200
    WHEATRIDGE,CO80033     		N/A PC One Thousand Books before Kindergarten Initiative 5,000
    K Gruber
    805 Edward Street
    Neenah,WI54956     		NONE I Hardship Assistance Grant 5,000
    LEAVEN INC
    1475 OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC early emergency fund to help clients due to the Covid19 pandemic 25,000
    LEAVEN INC
    1475 OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC General & Unrestricted 40,000
    LIFEWIRE
    PO BOX 6398
    BELLEVUE,WA98008     		N/A PC Hope Starts Here Campaign 10,000
    LOVE LIGHT AND MELODY A NOT FOR PROFIT CORPORATION
    PO BOX 24542
    DENVER,CO80224     		N/A PC General & Unrestricted 7,500
    M Wagner
    5836 Fairview Pl
    Agoura Hills,CA91301     		NONE I Hardship Assistance Grant 5,000
    MADISON AUDUBON SOCIETY INC
    1400 EAST WASHINGTON AVE SUITE 1
    MADISON,WI53703     		N/A PC The Madison Audubon Education Program: Empowering kids through discovery 20,000
    MADISON ICE INC
    725 FORWARD DR
    MADISON,WI53711     		N/A PC Learn to Skate Program 6,000
    MADISON MUSEUM OF CONTEMPORARY ART INC
    227 STATE ST
    MADISON,WI53703     		N/A PC Art Cart program 50,000
    MADTOWN BMX INC
    PO BOX 557
    DEFOREST,WI53532     		N/A PC General & Unrestricted 500
    MAKE-A WISH FOUNDATION OF SAN DIEGO INC
    2440 HOTEL CIR NORTH SUITE 200
    SAN DIEGO,CA92108     		N/A PC General & Unrestricted 1,000
    MAYO CLINIC
    200 1ST ST SW
    ROCHESTER,MN55905     		N/A PC Prostate Cancer Research Fund 4,250
    MCMSA FOUNDATION
    40 S PERRY ST STE 100
    DAYTON,OH45402     		N/A PC Nursing & Allied Health Scholarship fund 500
    MERGING VETS AND PLAYERS INC
    2029 CENTURY PARK E STE 1500
    LOS ANGELES,CA90067     		N/A PC General & Unrestricted 1,500
    MONTEREY BAY AQUARIUM FOUNDATION
    886 CANNERY ROW
    MONTEREY,CA93940     		N/A PC Special Fund 3,000
    MOZAYIK
    1934 MELROSE ST
    MADISON,WI53704     		N/A PC General & Unrestricted 60,000
    MUSCULAR DYSTROPHY ASSOCIATION
    2625 DEVELOPMENT DR 10
    GREEN BAY,WI54311     		N/A PC Charitable Event 15,000
    NARRATIVE ALCHEMY
    1327 SE TACOMA ST 208
    PORTLAND,OR97202     		N/A PC General & Unrestricted 3,000
    NORTHERN SKY THEATER INC
    9058 COUNTY RD A
    FISH CREEK,WI54212     		N/A PC General & Unrestricted 3,000
    OHIO SUICIDE PREVENTION FOUNDATION
    1225 DUBLIN RD STE 125
    COLUMBUS,OH43215     		N/A PC General & Unrestricted 2,700
    OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION
    230 OHIO ST 100
    OSHKOSH,WI54902     		N/A PC Sheldon Nature Preserve Sign & Bridge work repair fund 2,000
    OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION
    230 OHIO ST 100
    OSHKOSH,WI54902     		N/A PC Oshkosh COTS housing initative for youth homeless 2,000
    OSHKOSH AREA HUMANE SOCIETY INC
    1925 SHELTER CT
    OSHKOSH,WI54901     		N/A PC General & Unrestricted 1,500
    OSHKOSH FINE ARTS ASSOCIATION INC
    PO BOX 2065
    OSHKOSH,WI54903     		N/A PC scholarship fund managed by Ms. Joye Moon 5,000
    OSHKOSH FINE ARTS ASSOCIATION INC
    PO BOX 2065
    OSHKOSH,WI54903     		N/A PC Students in need for art class tuition support fund 2,000
    PAINE ART CENTER & GARDENS INC
    1410 ALGOMA BLVD
    OSHKOSH,WI54901     		N/A PC General & Unrestricted 30,000
    PERUVIAN HEARTS
    24918 GENESEE TRAIL RD
    GOLDEN,CO80401     		N/A PC Sponsorship for Six Initiative 25,000
    PERUVIAN HEARTS
    24918 GENESEE TRAIL RD
    GOLDEN,CO80401     		N/A PC Tutoring Fund 2,000
    PILLARS INC
    605 E HANCOCK ST
    APPLETON,WI54911     		N/A PC General & Unrestricted 10,000
    PREVENTION ACTION ALLIANCE
    6171 HUNTLEY RD STE G
    COLUMBUS,OH43229     		N/A PC General & Unrestricted 1,000
    RAWHIDE INC
    E7475 RAWHIDE RD
    NEW LONDON,WI54961     		N/A PC At-Risk Youth Education Program 25,000
    REACH COUNSELING SERVICES INC
    1509 S COMMERCIAL ST
    NEENAH,WI54956     		N/A PC General & Unrestricted 10,000
    REAL ESCAPE FROM THE SEX TRADE
    4215 RAINIER AVE S
    SEATTLE,WA98118     		N/A PC General & Unrestricted 8,000
    REAL ESCAPE FROM THE SEX TRADE
    4215 RAINIER AVE S
    SEATTLE,WA98118     		N/A PC Covid19 early emergency fund 10,000
    REGIS UNIVERSITY
    3333 REGIS BLVD B16
    DENVER,CO80221     		N/A PC Student Radio, TV, Internet and Musical lab fund 7,000
    RIDGES SANCTUARY INC
    8166 WI57
    BAILEYS HARBOR,WI54202     		N/A PC General & Unrestricted 750
    RIVERVIEW GARDENS INC
    1101 S ONEIDA ST
    APPLETON,WI54915     		N/A PC an early emergency fund due to the Covid19 pandemic 5,000
    RIVERVIEW GARDENS INC
    1101 S ONEIDA ST
    APPLETON,WI54915     		N/A PC General & Unrestricted 11,000
    ROCKY NECK ART COLONY INC
    6 WONSON ST
    GLOUCESTER,MA01930     		N/A PC engagement support and inspiration for the Artists and friends program 5,400
    ROOM TO GROW NATIONAL INC
    424 E 147TH ST FL 5
    BRONX,NY10455     		N/A PC General & Unrestricted 58,072
    ROOM TO GROW NATIONAL INC
    424 E 147TH ST FL 5
    BRONX,NY10455     		N/A PC an early emergency fund due to the Covid19 pandemic 10,000
    RUNWAY OF DREAMS FOUNDATION
    9 COVENTRY RD
    LIVINGSTON,NJ07039     		N/A PC General & Unrestricted 3,000
    S Hurt
    1201 Summit Avenue
    Seattle,WA98101     		NONE I Hardship Assistance Grant 5,000
    S Kaul
    8288 Clayton Ave
    Neenah,WI54956     		NONE I Hardship Assistance Grant 5,000
    S Rouland
    907 Marine View Drive
    Vista,CA92081     		NONE I Hardship Assistance grant 5,000
    SAFE COMMUNITY COALITION OF MADISON AND DANE COUNT
    2453 ATWOOD AVE STE 210
    MADISON,WI53704     		N/A PC General & Unrestricted 3,000
    SAFE COMMUNITY COALITION OF MADISON AND DANE COUNT
    2453 ATWOOD AVE STE 210
    MADISON,WI53704     		N/A PC Crisis Response Team Pilot program 66,000
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		N/A PC Empowerment of Women Fund 500
    SAN FRANCISCO SYMPHONY
    201 VAN NESS AVE
    SAN FRANCISCO,CA94102     		N/A PC Education and Community Program 1,500
    SCOTT-CARVER-DAKOTA CAP AGENCY INC
    712 CANTERBURY RD S
    SHAKOPEE,MN55379     		N/A PC Project Student Success (to purchase School Supplies) 600
    SENITIZO
    2344 FOOTHILLS DR S
    GOLDEN,CO80401     		N/A PC General & Unrestricted 2,500
    SESAME WORKSHOP
    1900 BROADWAY
    NEW YORK,NY10023     		N/A PC Critical Needs Response Fund 1,482
    ST JOSEPH FOOD PROGRAM INC
    1465A OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC Early Emergency Covid19 grant for Reach for Kids-Backpack food assistance fund 10,000
    ST JOSEPH FOOD PROGRAM INC
    1465A OPPORTUNITY WAY
    MENASHA,WI54952     		N/A PC Reach for Kids-Backpack Food Assistance fund 15,000
    ST NORBERT COLLEGE INC
    100 GRANT ST
    DE PERE,WI54115     		N/A PC General Support for the Annual Summer Girls Leadership camp in 2021 30,000
    ST NORBERT COLLEGE INC
    100 GRANT ST
    DE PERE,WI54115     		N/A PC Charitable Event 1,000
    ST MARY CENTRAL HIGH SCHOOL
    1050 ZEPHYR DR
    NEENAH,WI54956     		N/A PC General & Unrestricted 6,000
    ST MARY CENTRAL HIGH SCHOOL
    1050 ZEPHYR DR
    NEENAH,WI54956     		N/A PC tuition assistance fund for students of low income families 10,000
    SUN VALLEY COMMUNITY CENTER
    1260 DECATUR ST
    DENVER,CO80204     		N/A PC General Support 20,000
    SUN VALLEY COMMUNITY CENTER
    1260 DECATUR ST
    DENVER,CO80204     		N/A PC General & Unrestricted 14,500
    SUN VALLEY YOUTH CENTER INC
    1230 DECATUR ST
    DENVER,CO80204     		N/A PC General & Unrestricted 3,000
    THE EXPLORATORIUM
    PIER 17 STE 100
    SAN FRANCISCO,CA94111     		N/A PC General & Unrestricted 3,000
    THE JED FOUNDATION
    PO BOX 60174
    BROOKLYN,NY11206     		N/A PC General & Unrestricted 500
    THE OSHKOSH BOYS AND GIRLS CLUB
    501 E PKWY AVE
    OSHKOSH,WI54901     		N/A PC Great Futures Mentoring Program 50,000
    THE OSHKOSH BOYS AND GIRLS CLUB
    501 E PKWY AVE
    OSHKOSH,WI54901     		N/A PC General & Unrestricted 19,000
    THE OSHKOSH BOYS AND GIRLS CLUB
    501 E PKWY AVE
    OSHKOSH,WI54901     		N/A PC Youth Mentoring Program, or mental illness help services fund 10,000
    THE OSHKOSH BOYS AND GIRLS CLUB
    501 E PKWY AVE
    OSHKOSH,WI54901     		N/A PC Land purchase fund & Building Project 500
    THE OSHKOSH BOYS AND GIRLS CLUB
    501 E PKWY AVE
    OSHKOSH,WI54901     		N/A PC Camp Radford program 6,000
    THE OSHKOSH BOYS AND GIRLS CLUB
    501 E PKWY AVE
    OSHKOSH,WI54901     		N/A PC Youth Mentoring Program 20,000
    THE TANDANA FOUNDATION INC
    2933 LOWER BELLBROOK RD
    SPRING VALLEY,OH45370     		N/A PC General & Unrestricted 8,500
    THE TANDANA FOUNDATION INC
    2933 LOWER BELLBROOK RD
    SPRING VALLEY,OH45370     		N/A PC Mali Educational programs 10,000
    THEDACARE FAMILY OF FOUNDATIONS INC
    PO BOX 8025
    APPLETON,WI54912     		N/A PC Thedacare Hospital 6,000
    THEDACARE FAMILY OF FOUNDATIONS INC
    PO BOX 8025
    APPLETON,WI54912     		N/A PC Cancer Care Program 5,000
    TORCH LIFE CHURCH INC
    8552 S AULT LN
    MORRISON,CO80465     		N/A PC school building fund in Africa 3,000
    TORCH LIFE CHURCH INC
    8552 S AULT LN
    MORRISON,CO80465     		N/A PC building fund of Petra School on the Rock in the slums of nairobi, kenya 3,000
    TRI-COUNTY COMMUNITY DENTAL CLINIC INC
    9 TRI PARK WAY
    APPLETON,WI54914     		N/A PC General & Unrestricted 1,500
    TRI-COUNTY COMMUNITY DENTAL CLINIC INC
    9 TRI PARK WAY
    APPLETON,WI54914     		N/A PC Robert Glass Focus on the Children Program (RGFOC) 30,000
    UNIVERSITY OF DENVER - OFFICE OF GIFT PROCESSING
    2190 E ASBURY AVE
    DENVER,CO80208     		N/A PC Hockey Program 9,000
    UNIVERSITY OF DENVER - OFFICE OF GIFT PROCESSING
    2190 E ASBURY AVE
    DENVER,CO80208     		N/A PC NCAA Youth Hockey program 5,000
    UNIVERSITY OF SOUTHERN CALIFORNIA - CLASSICAL KDFC
    PO BOX 7913
    LOS ANGELES,CA90007     		N/A PC Classical KDFC Radio - Window to the Music Campaign 4,290
    UNIVERSITY OF WISCONSIN FOUNDATION
    US BANK LOCKBOX 78807
    MILWAUKEE,WI53278     		N/A PC Center For Healthy Director Fund 72,750
    UNIVERSITY OF WISCONSIN HOSPITALS AND CLINICS AUTH
    7974 UW HEALTH COUTY
    MIDDLETON,WI53562     		N/A PC Pediatric Palliative Care Program 50,000
    VALLEY PACKAGING INDUSTRIES INC
    110 N KENSINGTON DR
    APPLETON,WI54915     		N/A PC Fox Valley Group Personal Protection Equipment campaign 20,000
    VERA COURT NEIGHBORHOOD CENTER INC
    614 VERA CT
    MADISON,WI53704     		N/A PC Mental Health Services fund for at Risk Youth 42,000
    VERA COURT NEIGHBORHOOD CENTER INC
    614 VERA CT
    MADISON,WI53704     		N/A PC Madison Reading Project for the Kids 20,000
    VILLAGE HEALTH PARTNERSHIP
    1011 S VALENTIA
    DENVER,CO80247     		N/A PC General & Unrestricted 5,100
    VILLAGE HEALTH PARTNERSHIP
    1011 S VALENTIA
    DENVER,CO80247     		N/A PC Skill-Building for Rural Healthcare Providers (SBRhp) program 5,000
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC the Carla Radford Smith Scholarship Fund 9,000
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC Girls Dormitory Project 4,350
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC the Carla Smith Radford Scholarship fund 6,000
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC General & Unrestricted 600
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC the Carla Smith Radford Scholarship Fund 300
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC Karlie Hubrey Fund 300
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC the Carla Radford Smith Scholarship Fund and the Karlie Aubry Memorial Scholarship Fund 3,000
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC Wayland Academy Girl's Dormitory Project 1,200
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC the Carla Smith Radford Scholarship Fund & Girls Dormitory project 1,500
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC the Carla Smith Radford Scholarship fund & the Girls Dormitory Building Fund 3,000
    WAYLAND ACADEMY
    101 N UNIVERSITY AVE
    BEAVER DAM,WI53916     		N/A PC New Girl's Dormitory project 12,000
    WINGS OVER THE ROCKIES AIR & SPACE MUSEUM
    7711 E ACADEMY BLVD
    DENVER,CO80230     		N/A PC Wings Fly with Kids and Teachers Project 1,000
    WINGS OVER THE ROCKIES AIR & SPACE MUSEUM
    7711 E ACADEMY BLVD
    DENVER,CO80230     		N/A PC General & Unrestricted 18,000
    WISCONSIN INDEPENDENT CHRISTIAN SCHOOLS INC
    3450 VINLAND ST
    OSHKOSH,WI54901     		N/A PC General & Unrestricted 14,350
    WOMENONE LTD
    19 EAST 88TH ST STE 9C
    NEW YORK,NY10128     		N/A PC General & Unrestricted 68,000
    WORLD CENTRAL KITCHEN INCORPORATED
    655 NEW YORK AVE NW 6TH FL
    WASHINGTON,DC20001     		N/A PC General Fundds Project 1,800
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		N/A PC Purchasing Goats Program 1,500
    WRIGHT STATE UNIVERSITY FOUNDATION INC
    3640 COLONEL GLENN HWY
    DAYTON,OH45435     		N/A PC Catherine S. Hardman Nurse Practitioner Endowed Scholarship fund 1,800
    YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN D
    2625 S COLORADO BLVD
    DENVER,CO80222     		N/A PC Aquatic Aerobic Fitness Program at the Susan Duncan arvada ymca branch 1,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF ORANGE COUNTY
    13821 NEWPORT AVE STE 200
    TUSTIN,CA92780     		N/A PC Child Care Scholarship Program - Huntington and Newport beach service area 10,000
    YOUTH GO INC
    213 NICOLET BLVD
    NEENAH,WI54956     		N/A PC General & Unrestricted 30,000
    YOUTH GO INC
    213 NICOLET BLVD
    NEENAH,WI54956     		N/A PC virtual mentoring and snacks program 10,000
    YWCA MADISON INC
    101 E MIFFLIN ST STE 100
    MADISON,WI53703     		N/A PC Empower Home Program 20,000
    YWCA MADISON INC
    101 E MIFFLIN ST STE 100
    MADISON,WI53703     		N/A PC YWeb Career Academy program 1,200
    Total .................................bullet 3a 2,082,094
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 6,106  
    4 Dividends and interest from securities....     14 1,003,826  
    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 1,616,953  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -5,884 14 17,746  
    bSec 751 Gain on Sale of Ptshp 525990 7,899      
    cROYALTY INCOME     01 22  
    dCLASS ACTION LAWSUIT PROCEEDS     01 338  
    e
    12 Subtotal. Add columns (b), (d), and (e).. 2,015 2,644,991  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,647,006
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number
    39-6125329
    Part I
    Contributors
    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
    Jessen Theda Radford
    9138 Beaconlight Court
     
    Dayton, OH454583638

    		$ 16,511


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FACEBOOK INC FB, 40 sh. $ 11,007 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FACEBOOK INC FB, 20 sh. $ 5,504 2020-12-16
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Theda and Tamblin Clark Smith Family
    Foundation Inc         		Employer identification number

    39-6125329
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

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

    TY 2020 DepreciationSchedule
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABB FIN USA - 2.875% - 05/08/2 73,934 77,523
    ABBVIE INC - 2.900% - 11/06/20 50,003 52,304
    ADOBE SYSTEMS INC - 3.250% - 0 53,997 60,557
    AERCAP IRELAND CAPITAL LIMITED 76,967 75,943
    ALEXANDRIA REAL ESTATE E BOND 41,985 46,506
    AMAZON COM - 2.400% - 02/22/20 76,944 83,488
    AMERICAN HOMES - 4.900% - 02/1 51,090 54,341
    AMGEN - 3.375% - 02/21/2050 76,887 72,623
    ANHEUSER BUSCH COS INC - 4.900 49,410 64,251
    APPLE INC - 4.375% - 05/13/204 60,276 82,228
    ARROW ELECTRICS NT - 3.500% - 59,344 61,733
    AT&T - 4.550% - 03/09/2049 69,367 90,440
    BANK OF AMERICA - 3.950% - 04/ 94,131 107,093
    BLACK HILLS CORP - 4.350% - 05 24,940 30,288
    BOSTON PROPERTIES LPNOTE - 4.1 40,836 40,166
    BP CAP MKTS P L C - 2.500% - 1 48,203 51,958
    BROADCOM INC - 3.500% - 01/15/ 59,115 60,622
    BURLINGTN NORTH SANTA FE - 3.4 72,017 70,980
    CAL ST SERIES 2020B - 2.975% - 30,000 32,040
    CENTERPOINT ENERGY - 4.250% - 45,920 53,319
    CITIGROUP BOND - 4.450% - 09/2 91,372 106,393
    CITIZENS BANK - 2.250% - 04/28 49,874 53,054
    COMCAST CORP - 3.600% - 03/01/ 107,011 115,519
    COSTCO - 1.600% - 04/20/2030 54,904 56,359
    CREDIT SUISSE GRP FDG GUERNSEY 80,189 83,266
    CVS HEALTH BOND - 4.780% - 03/ 64,482 82,354
    DEERE JOHN - 2.950% - 04/01/20 50,228 51,673
    DELTA - 3.204% - 10/25/2025 35,000 35,960
    DISNEY WALT CO - 2.650% - 01/1 24,983 27,408
    DOW DUPONT - 4.493% - 11/15/20 21,266 23,347
    EBAY INC - 1.900% - 03/11/2025 93,683 94,615
    EXELON CORP - 3.400% - 04/15/2 49,447 56,318
    FEDERAL NATIONAL MORTGAGE ASSO 59,540 61,015
    GOLDMAN SACHS GROUP INC - 6.75 94,682 130,063
    GWU - 4.126% - 09/15/2048 39,619 50,655
    HSBC HOLDINGS PLC - 2.357% - 0 35,455 36,149
    INTEL CORP - 2.700% - 12/15/20 52,844 57,602
    JB HUNT - 3.875% - 03/01/2026 50,163 57,415
    JPMORGAN CHASE & CO - 3.375% - 83,728 90,848
    KIMCO REALTY CORP - 3.400% - 1 61,059 62,986
    LAM RESEARCH - 4.000% - 03/15/ 50,421 59,980
    LLOYDS BANKING - 2.438% - 02/0 60,000 63,124
    MICROSOFT CORP NOTE - 2.525% - 78,500 84,363
    MORGAN STANLEY FR - 4.875% - 1 112,592 118,524
    NATIONAL RETAIL PPTYS - 4.300% 19,858 23,185
    NATWEST MARKETS - 5.076% - 01/ 45,082 55,326
    NISOURCE FINANCE CORP - 3.950% 38,910 49,136
    NORTHROP GRUMMAN CORP - 2.930% 53,591 59,821
    NUTRIEN - 1.900% - 05/13/2023 24,978 25,824
    ONTARIO PROV - 3.050% - 01/29/ 64,934 70,322
    ORACLE CORP - 3.900% - 05/15/2 61,885 67,530
    ORACLE CORP SR GLBL NT - 2.500 53,954 56,457
    PRUDENTIAL - 4.350% - 02/25/20 39,905 52,546
    RYDER - 3.650% - 03/18/2024 40,017 43,709
    SANTANDER - 2.746% - 05/28/202 45,219 48,039
    SHELL INTL - 3.500% - 11/13/20 46,226 48,985
    SPECTRA ENERGY PARTNER - 3.500 29,539 33,080
    TAKEDA PHARMA - 2.050% - 03/31 34,931 35,826
    TELEFONICA EMISIONESS - 4.103% 38,612 46,306
    TJX COMPANIES INC - 3.750% - 0 29,979 34,694
    TOTAL SYSTEMS SERVICES - 4.800 83,859 94,938
    TOYOTA - 1.800% - 02/13/2025 54,906 57,672
    UBS AG - 3.400% - 05/12/2045 62,629 59,875
    UNION PACIFIC - 3.150% - 03/01 39,979 43,275
    UNITED AIRLINES - 4.150% - 02/ 43,294 45,148
    VERIZON COMMUNICATIONS INC - 5 108,877 152,957
    WFRBS COML MTG - 3.198% - 03/1 31,092 31,382

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 84,174 131,060
    ABBVIE INC 143,707 189,655
    ACADIA HEALTHCARE CO INC 6,722 11,057
    ACCENTURE PLC 23,638 33,957
    ACI WORLDWIDE INC 9,325 11,145
    ACUITY BRANDS INC 11,306 11,140
    ADIENT PLC 4,978 9,040
    ADOBE SYSTEMS, INC 45,729 98,524
    ADVANCED MICRO DEVICES INC 36,431 110,969
    AECOM TECHNOLOGY CORPORATION 15,037 17,921
    AFFILIATED MANAGERS GROUP 6,950 13,221
    AGCO CP 10,575 15,464
    AGNCP 11,136 11,658
    AIA GROUP LTD ADR 32,667 65,834
    AIR PRODS & CHEM INC 83,979 114,752
    ALCON INC 23,697 25,600
    ALIBABA GROUP HOLDING LTD 39,724 46,546
    ALLEGHANY CP 22,755 18,714
    ALLETE INC 9,931 10,530
    ALLIANCE DATA SYSTEM CORP 5,555 9,633
    ALPHABET INC CL A 157,824 280,421
    AMAZON COM 151,794 446,198
    AMEDISYS INC - COMMON STOCK 10,584 24,346
    AMER FIN GRP HLD 13,158 14,720
    AMER INTERNATIONAL GROUP INC 137,813 126,831
    AMERICAN CAMPUS COMMUNITIES 14,728 13,686
    AMERICAN CAPITAL AGENCY CORP 49,428 63,180
    AMERICAN EAGLES OUTFITTERS INC 5,476 7,627
    AMERICAN TOWER REIT INC 74,697 90,682
    AMGEN INC 20,222 23,222
    ANALOG DEVICES INC 67,934 80,217
    ANGLO AM PLC ADR 23,169 31,416
    ANNALY MTG MGMT INC. COM 21,889 25,519
    APPLE INC 403,835 906,670
    APPLIED MATERIALS INC 12,531 19,849
    APTAR GROUP INC 20,084 23,682
    ARES CAPITAL CORPORATION - CLO 34,190 41,718
    ARES MGMT PFD- 7% 21,971 21,138
    ARGO GROUP INTL PFD A 10,588 11,601
    ARROW ELECTRONICS INC 15,306 19,460
    ARROWHEAD PHARMACEUTICALS INC 11,690 19,950
    ASGN INC 8,060 10,859
    ASHLAND GLOBAL HOLDINGS 10,737 11,088
    ASML HOLDING NV NY REG SHS 25,843 41,944
    ASSOCIATED BANC-CORP 8,497 11,253
    ASSOCIATED BRITISH FOODS PLC 18,069 16,462
    AT&T, INC 37,072 28,472
    ATLANTIC UN BANKSHARES 6.875% 10,150 11,080
    ATLASSIAN CORP PLC 29,179 56,129
    AUTONATION INC 5,865 10,469
    AVANOS MEDICAL, INC. 3,274 6,423
    AVIENT 7,874 10,070
    AVIS BUDGET GROUP INC 4,263 4,849
    AVNET INC 10,245 9,129
    AXA ADS 53,099 40,955
    AXON ENTERPRISE INC COM 10,007 18,747
    B. RILEY FINANCIAL 6 50 SENIOR 6,504 7,018
    BANCORPSOUTH BANK 6,892 10,153
    BANK NEW YORK MELLON CORP COM 142,217 182,194
    BANK OF AMERICA CORP 81,487 135,183
    BANK OF HAWAII CORP 7,944 12,259
    BANK OZK 8,486 9,381
    BARCLAYS PLC ADR 54,840 48,180
    BAYER A G SPONSORED ADR 36,681 24,842
    BEST BUY INC 22,469 22,752
    BIO TECHNE CORPORATION 17,858 29,850
    BJ'S WHLSL CLUB INC 7,740 12,302
    BLACK HILLS CORP 11,731 10,447
    BLACKBAUD INC 9,232 6,332
    BNY MELLON GLOBAL REAL RETURN 967,663 1,067,246
    BNY MELLON INTL STOCK FD 1,584,000 2,461,869
    BOOZ ALLEN HAMILTON HOLDING CO 28,875 50,913
    BOSTON BEER CO INC 8,945 22,869
    BOSTON SCIENTIFIC 102,544 101,379
    BOYD GAMING CORP 6,142 9,013
    BRENNTAG AG UNSP ADR 10,615 16,706
    BRIGHTHOUSE FINANCIAL INC 8,608 8,328
    BRINKS CO 8,738 8,640
    BRISTOL-MYERS SQUIBB CO 109,445 123,502
    BRIXMOR PPTY GROUP INC COM 11,853 11,254
    BROADCOM INC 35,887 46,850
    BROWN & BROWN INC 16,591 27,024
    BRUNSWICK CORP 11,079 15,248
    BUILDERS FIRST SOURCE INC 8,505 11,427
    CABLE ONE INC 17,214 28,960
    CABOT CP 7,161 8,976
    CACI INTL INC 12,754 15,458
    CAESARS ENTERTAINMENT INC 23,790 34,907
    CAMDEN PPTY TR 26,736 24,181
    CANTEL MEDICAL CORPORATION 5,532 6,309
    CAPITAL SOUTHWEST 5.95 NOTES E 7,094 7,003
    CARLISLE COS INC 18,616 20,616
    CARTER'S INC 9,673 9,125
    CASEY'S GENERAL STORES, INC 14,732 17,148
    CATERPILLAR INC 43,655 53,696
    CATHAY GENERAL BANCORP 7,870 11,910
    CDK GLOBAL INC 14,612 15,549
    CELANESE CORPORATION 68,647 128,381
    CENTENE CORP 65,766 59,430
    CERIDIAN HCM HOLDING INC 19,867 33,034
    CHAMPIONX CORP 2,288 8,721
    CHARLES RIV LABORATORIES INTL 10,007 28,734
    CHARLES SCHWAB CORP 39,043 64,178
    CHARTER COMMUNICATIONS, INC 90,613 113,787
    CHEMED CORP 16,250 20,239
    CHEVRON CORP 198,561 156,993
    CHOICE HOTELS INTERNATIONAL IN 5,428 7,044
    CHR HANSEN HOLDINGS 33,195 38,114
    CHURCHILL DOWNS INC 11,466 16,557
    CIENA CORP 15,281 20,083
    CINEMARK HOLDINGS INC 4,395 5,571
    CIRRUS LOGIC INC 8,506 13,152
    CISCO SYSTEMS INC 15,628 16,110
    CIT GROUP INC 4,167 10,052
    CLEAN HARBORS, INC 9,758 9,893
    CMC MATERIALS INC 10,204 9,835
    CME GROUP, INC 112,923 120,335
    CNO FINANCIAL GROUP INC 6,379 9,114
    CNX RESOURCES CORP 5,446 7,452
    COGNEX CORPORATION 21,059 33,722
    COHERENT INC CAL 8,075 8,551
    COLFAX CORPORATION 6,954 9,178
    COLGATE-PALMOLIVE COMPANY 24,234 31,211
    COMCAST CORP 138,787 180,727
    COMMERCE BANCSHARES, INC 14,758 15,177
    COMMERCIAL METALS 6,718 7,189
    COMMVAULT SYSTEMS, INC 5,208 7,198
    COMPASS MINERALS INTERNATIONAL 5,501 6,789
    CONCENTRIX CORP 5,930 10,067
    CONTL AG SPONS ADR 18,743 33,361
    CORELOGIC INC 8,919 14,691
    CORESITE REALTY CORPORATION 12,841 13,656
    CORP OFFICE PPTY TR 7,829 8,085
    COSTCO WHOLESALE CORPORATION 32,354 67,820
    COTY INC 5,453 4,984
    COUSINS PROPERTIES INC 13,307 12,395
    CRACKER BARREL OLD COUNTRY STO 5,369 7,388
    CRANE CO 7,990 12,426
    CREDIT SUISSE GROUP ADR 35,677 36,352
    CREE, INC 12,843 28,593
    CRH PLC - AMERICAN DEPOSITARY 21,630 34,490
    CROWDSTRIKE HOLDINGS ORD SHS C 24,950 67,359
    CROWN CASTLE INTL 23,824 28,813
    CSX CORP 69,175 173,333
    CULLEN FROST BANKERS INC 10,891 10,468
    CURTISS WRIGHT CP 10,140 12,682
    CVS CAREMARK CORP 75,846 84,009
    DANA HOLDING CP 6,732 6,832
    DARLING INGREDIENTS INC 5,952 23,649
    DECKERS OUTDOOR CORPORATION 5,352 19,788
    DEERE CO 98,984 203,401
    DEUTSCHE POST AG 28,844 38,875
    DFA EMERGING MARKETS CORE EQ P 493,150 638,910
    DIAGEO PLC ADS 32,882 42,243
    DICK'S SPORTING GDS 6,075 8,994
    DNB NOR ASA SPONSOR ADR 22,723 30,003
    DOLLAR GENERAL CORP 97,531 126,811
    DONALDSON CO. INC 15,258 16,764
    DOUGLAS EMMETT INC 11,039 8,170
    DREYFUS FLOATING RATE INCOME Y 139,000 124,276
    DREYFUS PREMIER LTD TERM HIGH 148,784 135,854
    DREYFUS SELECT MANAGERS SMALL 1,267,795 1,412,453
    DYCOM INDS INC 3,441 6,797
    EAGLE MATERIALS INC 8,874 10,135
    EAST WEST BANCORP, INC 18,188 17,241
    EASTGROUP PROPERTIES INC 12,612 13,530
    EATON CORP PLC 98,396 170,719
    EATON VANCE CORP COM 12,071 18,341
    EBARA CORPORATION 19,963 21,504
    EDGEWELL PERSONAL CARE COMPANY 5,771 6,570
    ELI LILLY & CO 92,557 98,771
    EMCOR GROUP INC 10,324 11,890
    EMERGENT BIOSOLUTIONS INC 10,038 8,960
    EMERSON ELECTRIC CO 34,960 45,007
    ENCOMPASS HEALTH CORPORATION 15,602 19,846
    ENERGIZER HOLDINGS INC 6,525 6,749
    ENERSYS 6,983 8,306
    ENPHASE ENERGY ORD SHS 17,260 52,992
    EPR PROPERTIES 5,004 5,200
    EQT CORPORATION 6,486 9,024
    EQUINIX, INC 93,763 131,409
    EQUITRANS MIDSTREAM CORPORATIO 10,439 8,764
    ESSENT GROUP LTD 10,603 12,528
    ESSENTIAL UTILITIES INC 25,856 26,010
    EVERCORE PARTNERS INC 7,852 12,060
    EXELIXIS, INC. 13,549 15,454
    EXELON CORPORATION 82,368 81,274
    EXXON MOBIL CORP 16,563 8,656
    F M C CP 70,526 79,876
    F.N.B CORPORATION 9,524 13,870
    FACEBOOK INC 157,932 284,359
    FACTSET RESH SYST INC 23,148 29,593
    FAIR ISSAC & CO INC 23,528 35,773
    FANUC LIMITED UNSPONSORED 28,277 40,072
    FEDERATED INVESTRS B 6,071 7,223
    FIDELITY MSCI CONSUMER DIRECT 43,007 50,765
    FIDUS INVESTMENT CORP. PFD 6% 8,822 8,701
    FIRST AMERICAN CORP 14,207 12,391
    FIRST FINANCIAL BANKSHARES, IN 9,820 11,214
    FIRST HORIZON NATL 11,844 16,078
    FIRST INDUSTRIAL REALTY TRUST 9,832 15,167
    FIRST SOLAR INC 10,794 19,784
    FIRSTCASH INC 6,801 7,004
    FIVE BELOW INC 16,604 23,447
    FLOWERS FOODS INC 13,709 14,257
    FLUOR CORP 5,883 5,110
    FOOT LOCKER INC N.Y. COM 10,237 9,706
    FOX FACTORY HOLDING CORPORATIO 8,009 11,628
    FRESENIUS MED CAR AG 12,758 13,299
    FTI CONSULTING INC 10,527 10,502
    FULTON FIN CORP 6,495 7,886
    GALLAGHER ARTHUR J & CO 18,719 29,072
    GATX CORP INC 6,717 7,486
    GENERAC HOLDING INC 14,625 34,794
    GENTEX CORPORATION 14,260 22,733
    GENUINE PARTS COMPANY 31,248 33,142
    GENWORTH FINANCIAL INC CL A 4,116 4,990
    GILEAD SCIENCES INC 10,846 9,322
    GLACIER BANCORP INC 9,408 13,803
    GLADSTONE MANA PFD - 6.375% DU 11,331 11,113
    GLADSTONE MANA PFD 5.375% DUE 11,113 11,133
    GLAXOSMITHKLINE PLC 43,862 40,480
    GLOBUS MEDICAL INC 9,590 12,392
    GQG PARTNERS EMERGING MARKETS 525,000 698,055
    GRACO INC 18,467 28,217
    GRAHAM HOLDINGS COMPANY 5,738 7,467
    GRAND CANYON EDUCATION, INC 11,960 12,104
    GROCERY OUTLET HOLDING CORP 8,036 8,243
    GRUBHUB INC 11,866 16,339
    H&R BLOCK INC 8,437 8,723
    HAEMONETICS CP 12,111 15,200
    HALOZYME THERAPEUTICS, INC 12,373 13,240
    HANCOCK WHITNEY CORPORATION 6,149 11,567
    HANOVER INS GROUP 7,876 8,769
    HARLEY DAVIDSON INC 11,482 14,313
    HDFC BANK LTD ADR 20,484 40,610
    HEALTHCARE REALTY TRUST 9,570 8,288
    HEALTHCARE SVCS GROUP INC 5,299 5,901
    HEALTHEQUITY INC 10,430 13,245
    HELEN OF TROY LIMITED 10,180 13,998
    HENDERSON GROUP PLC 8,598 12,354
    HERCULES CAPITAL 5.25% NOTES E 10,735 10,710
    HEXCEL CP DELAWARE 9,274 10,183
    HIGHWOODS PRPTY INC 13,841 11,889
    HILL-ROM HOLDINGS, INC 16,980 16,263
    HOME BANCSHARES INC 7,042 9,545
    HOME DEPOT INC 120,433 143,435
    HONEYWELL INTL 79,095 164,843
    HORIZON PHARMA PLC 56,247 54,863
    HOULIHAN LOKEY INC 20,367 25,211
    HUBBELL INCORPORATED 16,289 19,128
    HUDSON PACIFIC PROPERTIES INC 10,605 9,848
    IAA INC 16,821 21,443
    ICU MEDICAL, INC 7,814 10,510
    IDACORP INC HLDG CO 11,934 12,868
    II VI INC 9,837 19,750
    ILLINOIS TOOL WORKS 52,785 121,309
    INFINEON TECH ADS 20,459 37,008
    INGEVITY CORPORATION 7,104 7,573
    INGREDION INC 14,696 13,059
    INSPERITY INC 7,355 6,514
    INTEGRA LIFESCIENCES HOLDINGS 9,268 10,387
    INTEL CORP 23,335 21,921
    INTERACTIVE BROKERS GROUP, INC 8,842 11,575
    INTERCONTINENTAL EXCHANGE, INC 22,095 27,093
    INTERDIGITAL COMMUNICATIONS CO 5,851 6,675
    INTUIT 63,882 88,505
    INVESCO DYNAMIC CREDIT OPPORTU 10,448 10,267
    INVESCO PREFERRED ETF 66,506 67,144
    ISHARES GOLD TRUST 1,543,875 2,030,559
    ISHARES JP MORGAN USD EM MKTS 61,318 62,591
    ISHARES S&P 500 INDEX FD 1,663,560 1,970,797
    ISHARES S&P U.S. PREFERRED STO 149,472 158,392
    ISHARES SHORT TERM CORPORATE B 190,204 194,197
    ISHARES TR S & P MIDCAP 400 IN 150,177 175,820
    ITT INC 12,098 15,404
    J2 GLOBAL INC 9,854 11,820
    JABIL CIRCUIT INC 11,715 13,610
    JACK IN THE BOX INC 4,965 5,568
    JAZZ PHARMACEUTICALS INC 19,274 23,107
    JBG SMITH PROPERTIES 10,116 9,694
    JEFFERIES GROUP INC 10,293 13,776
    JETBLUE AIRWAYS CORP 8,443 8,579
    JOHNSON & JOHNSON 28,875 30,846
    JONES LANG LASALLE 17,415 18,250
    JP MORGAN CHASE 222,512 264,940
    KAR AUCTION SERVICES INC 5,630 5,397
    KB HOME 7,721 6,704
    KBR INC 8,753 10,516
    KEMPER CORP 11,387 11,525
    KENNAMETAL INC 6,210 7,610
    KILROY REALTY CP 20,669 15,498
    KIRBY CORPORATION 8,747 8,293
    KLA TENCOR CORP 54,590 90,877
    KNIGHT SWIFT TRANSPORTATION HO 11,987 13,382
    KOHLS CORP 8,176 17,090
    L'OREAL ADR 23,480 34,268
    LAMAR ADVERTISING CO CL A REIT 13,026 17,476
    LANCASTER COLONY CORPORATION 7,879 10,105
    LANDSTAR SYSTEM 10,783 13,870
    LAS VEGAS SANDS CORP 90,587 104,300
    LEAR CORP 17,891 21,946
    LEGRAND INC 17,281 17,237
    LENNOX INTL INC 20,020 22,740
    LHC GROUP 11,452 15,786
    LIFE STORAGE, INC 12,082 13,372
    LINCOLN ELECTRIC HOLDING INC 11,812 16,043
    LINDE PLC COM 21,483 32,675
    LITHIA MOTORS INC CL A 13,041 16,975
    LITTELFUSE, INC 11,463 15,789
    LIVANOVA PLC 8,082 7,283
    LIVERAMP HOLDINGS INC 6,676 11,710
    LOCKHEED MARTIN CORP 13,819 30,883
    LONZA GROUP AG UNSP/ADR 27,599 31,399
    LOUISIANA PACIFIC CP 7,704 10,779
    LUMENTUM HOLDINGS INC 68,422 88,164
    MANHATTAN ASSOCIATES INC 8,023 17,250
    MANPOWER GROUP INC 12,571 13,527
    MARRIOTT VACATIONS WORLDWIDE C 10,627 13,722
    MASIMO CORPORATION 13,135 32,474
    MASTEC INC 8,485 9,545
    MATTELL INC 9,657 14,484
    MAXIMUS INC 9,657 11,710
    MCDONALD'S CORP 38,613 43,131
    MDU RESOURCES GROUP 12,852 13,433
    MEDICAL PROPERTIES TRUST, INC 23,928 28,981
    MEDPACE HOLDINGS, INC 7,140 9,187
    MEDTRONIC PLC 138,010 164,113
    MERCURY COMPUTER SYSTEMS 9,957 11,448
    METLIFE INC 28,200 38,030
    MGIC INVESTMENT CORP 9,773 9,915
    MICROCHIP TECHNOLOGY INC 17,979 23,064
    MICRON TECHNOLOGY 118,072 199,226
    MICROSOFT CORP 422,583 755,560
    MIDDLEBY CORPORATION 11,582 18,049
    MILLER HERMAN INC 5,169 5,746
    MKS INSTRUMENTS, INC 12,960 20,461
    MOLINA HEALTHCARE 17,243 30,839
    MONDELEZ INTERNATIONAL INC 115,816 149,683
    MONOLITHIC POWER SYSTEMS, INC 14,677 36,257
    MOWI ASA SPONSORED ADR 22,807 21,456
    MSA SAFETY INCORPORATED 10,305 13,445
    MSC INDUSTRIAL DRCT 8,488 10,127
    MURPHY OIL CP HLDG 10,062 6,655
    MURPHY USA INC 5,520 8,768
    N J RESOURCES CP 10,547 11,021
    NATIONAL INSTRUMENTS CORPORATI 13,263 14,500
    NATIONAL RETAIL PROPERTIES INC 20,888 15,140
    NATL FUEL GAS CO 11,959 11,105
    NATWEST GROUP ADR REPRESENTING 28,469 24,815
    NAVIENT CORPORATION 5,328 6,579
    NCR CP 8,941 11,647
    NEKTAR THERAPEUTICS 8,830 8,500
    NEOGEN CORPORATION 9,857 10,309
    NETFLIX INC 52,036 67,051
    NEW YORK COMNTY BANCORP INC 13,633 11,711
    NEW YORK TIMES CO CL A 12,246 19,673
    NEXTERA ENERGY, INC 105,582 179,991
    NIKE INC-CL B 104,315 173,018
    NINTENDO CO LTD ADR UNSPON 21,838 24,961
    NORDSON CP 18,855 25,521
    NORDSTROM INC 4,613 9,363
    NORFOLK SOUTHERN CORP 39,590 42,770
    NORTHWESTERN CORP 9,703 11,662
    NOVARTIS AG ADR 43,895 50,992
    NU SKIN ENTERPRISES CL A 5,506 8,195
    NUVASIVE, INC 6,725 6,196
    NUVEEN CREDIT STRATEGIES INCOM 11,730 9,780
    NVENT ELECTRIC PLC 9,088 10,481
    NVIDIA CORP 95,733 203,657
    O'REILLY AUTOMOTIVE INC 79,596 88,704
    O-I GLASS INC 4,278 4,998
    OGE ENERGY CORP 17,955 16,567
    OLD REP INTL CORP 13,953 11,826
    OLIN CP 6,570 9,333
    OLLIES BARGAIN OUTLET HOLDINGS 8,379 11,448
    OMEGA HEALTHCARE INV 23,198 19,976
    ONE GAS INC 8,894 8,445
    OSHKOSH CORP 13,603 13,771
    OTIS WORLDWIDE CORP 44,338 59,579
    OWENS CORNING 16,381 19,698
    PACWEST BANCORP 7,453 9,906
    PAN PAC INTL HLDGS UNSPONSORED 11,519 31,308
    PAPA JOHNS INTL INC 4,920 6,788
    PARK HOTELS & RESORTS INC 10,830 10,290
    PATTERSON COMPANIES INC COM 4,629 7,111
    PAYLOCITY CORP 11,216 18,326
    PAYPAL HOLDINGS, INC 80,515 172,840
    PEBBLEBROOK HOTEL TR COM 6,907 6,580
    PENN NATIONAL GAMING 8,284 29,366
    PENUMBRA INC 11,910 14,000
    PEPSICO INC 41,110 45,232
    PERSIMMON PLC ADR 16,781 19,887
    PERSPECTA INC 7,001 6,742
    PFIZER INC 137,713 138,038
    PHILIP MORRIS INTL 133,611 130,808
    PHYSICIANS REALTY TRUST 10,857 11,036
    PING AN INSURANCE GROUP ADR 29,819 29,890
    PINNACLE FINANCIAL PARTNERS IN 9,963 10,948
    PINNACLE FINL PRTNRS PFD B 6.7 10,532 11,021
    PIONEER NAT RES CO 52,285 40,203
    PNM RESOURCES INC 8,691 8,735
    POLARIS INDUSTRIES 12,543 13,339
    PORSCHE AUTOMOBILE HOLDING SE 22,228 22,502
    POST HOLDINGS INC 16,663 17,071
    POTLATCH CORP 7,917 9,004
    PRA HEALTH SCIENCES INC 15,823 19,443
    PRIMERICA, INC 4,995 13,527
    PROCTER GAMBLE CO 130,456 182,412
    PROG HOLDINGS INC 8,396 8,081
    PROLOGIS 38,835 46,442
    PROSPERITY BANC SHARES, INC 13,936 13,872
    PROSUS NV ADR 24,073 22,991
    PRUDENTIAL PLC SC 40,632 42,470
    PS BUSINESS PARKS, INC 7,155 8,105
    PTC INC 16,760 29,783
    QUALCOMM INC 37,507 66,420
    QUALYS INC COM 7,970 9,018
    QUIDEL CORPORATION 22,501 15,809
    R L I CP 8,212 11,457
    RAYONIER INC 10,490 10,871
    RAYTHEON TECHNOLOGIES CORP 52,580 50,701
    RECRUIT HOLDINGS CO 38,365 52,647
    REGAL BELOITE CP 8,056 13,632
    REINSURANCE GROUP AMER INC 19,908 17,849
    RELIANCE STL & ALMN 57,732 62,629
    RELX PLC 29,953 35,510
    RENAISSANCERE HOLDINGS LTD 23,637 20,893
    REPLIGEN CORP 9,570 22,037
    REPUBLIC SVCS INC 36,780 43,335
    RESTORATION HARDWARE 8,224 16,558
    REXFORD INDUSTRIAL REALTY INC 13,697 15,224
    ROCHE HOLDING LTD ADR 39,263 53,046
    ROYAL GOLD INC COM 18,640 16,805
    RPM INTERNATIONAL INC 22,203 29,050
    RYDER SYSTEM 7,381 9,264
    S&P GLOBAL INC COM 66,198 94,017
    SABRA HEALTHCARE REIT INC 10,090 8,338
    SABRE CORPORATION 6,175 9,376
    SAFECO CORP 10,499 10,854
    SAILPOINT TECHNOLOGIES 9,978 11,180
    SALESFORCE.COM 32,141 46,286
    SANDERSON FARMS INC 8,364 7,668
    SANOFI-AVENTIS SPONSORED ADR 25,754 30,126
    SAP AKTIENGESELL ADS 46,972 60,631
    SCIENCE APPLICATIONS INTERNATI 11,648 13,250
    SCIENTIFIC GAMES CORP 4,451 5,394
    SCOTTS CO. CLASS A 9,900 19,317
    SEI INVESTMENTS 14,298 16,666
    SELECT SECTOR SPDR ENERGY FUND 43,734 41,501
    SELECTIVE INS GROUP INC 10,271 10,717
    SEMPRA ENERGY COM 82,824 70,585
    SEMTECH CORPORATION 8,731 12,255
    SENSIENT TECHNOLOGIES 8,355 11,066
    SERVICE CP INTL 20,315 22,095
    SERVICE PROPERTIES TRUST 5,785 4,941
    SIGNATURE BANK 15,123 17,047
    SILICON LABORATORIES, INC 9,278 14,389
    SIMPSON MANUFACTURING CO INC 9,112 9,345
    SIX FLAGS ENTERTAINMENT CORPOR 4,405 6,820
    SKECHERS U S A INC CL A 12,678 12,220
    SKYWORKS SOLUTIONS, INC 59,139 67,879
    SLM CORP 7,803 10,036
    SOLAREDGE TECHNOLOGIES INC 9,843 38,294
    SONOCO PRODUCTS COMPANY 16,799 17,183
    SONY CORP ADR 34,337 74,814
    SPIRE INC 13,775 12,168
    SPIRIT REALTY CAPITAL, INC 11,409 10,043
    SPROUTS FARMERS MARKET INC 6,022 6,633
    SQUARE INC 42,375 130,366
    STARWOOD PROPERTY TRUST INC 46,351 53,268
    STEEL DYNAMICS INC 14,776 18,804
    STERICYCLE INC 12,519 16,639
    STERLING BANCORP (N.Y.) 7,022 7,372
    STIFEL FINANCIAL CP 9,691 12,110
    STONECASTLE FINANCIAL CORP 10,691 9,375
    STORE CAPITAL CORPORATION 14,174 20,388
    STRATEGIC FDS, INC. DREYFUS SE 1,370,410 1,732,417
    SUNRUN INC 23,064 24,977
    SUNTORY BEVERAGE & FOOD LTD AD 20,416 17,770
    SUZUKI MOTOR CORP UNSP ADR 54,218 50,078
    SWEDBANK AB S/ADR 31,170 34,222
    SYNAPTICS INC 3,676 8,676
    SYNCHRONY FINANCIAL 101,517 128,080
    SYNEOS HEALTH INC 8,122 10,901
    SYNNEX CORP 6,079 8,307
    SYNOVUS FINL CP 10,656 10,358
    T-MOBILE US INC 27,573 53,940
    TAIWAN SEMICONDUCTOR MFG CO LT 23,589 57,791
    TAYLOR MORRISON HOME CORP 6,574 8,978
    TCF FINANCIAL CORPORATION NEW 13,803 12,032
    TEGNA 8,092 7,812
    TEMPUR PEDIC INTERNATIONAL INC 9,071 12,960
    TENCENT HOLDINGS LIMITED 30,641 49,604
    TENET HEALTHCARE CORP 5,691 9,983
    TEREX CORP 4,238 8,025
    TETRA TECH INC 11,588 15,862
    TEXAS CAPITAL BANCSHARES, INC 6,283 6,545
    TEXAS INSTRUMENTS INC 144,629 188,913
    TEXAS ROADHOUSE, INC 8,295 13,287
    THE AARON'S COMPANY, INC 1,829 1,517
    THE BLACKSTONE GROUP INC CL A 22,359 31,757
    THE CHEMOURS CO 6,559 10,660
    THE COCA-COLA CO 207,569 222,649
    THE HAIN CELESTIAL GROUP, INC 5,222 9,235
    THE TRADE DESK INC 20,357 76,095
    THE WENDY'S CO 7,880 9,645
    THERMO FISHER SCIENTIFIC INC 56,404 98,745
    THOMSON REUTERS CORPORATION 23,794 35,049
    THOR INDS INC 8,275 12,926
    TIMKEN CO COM 7,845 12,378
    TJX COMPANIES INC 32,734 35,511
    TOLL BROTHERS INC 12,382 11,737
    TOMRA SYSTEMS 14,949 30,274
    TOPBUILD CORP 10,210 14,726
    TORO CO 19,201 24,658
    TOTAL FINA ELF S.A 30,340 27,661
    TOYOTA INDUSTRIES CORPORATION 35,393 46,330
    TRANE TECHNOLOGIES PLC 46,651 150,676
    TREE.COM, INC 7,759 6,571
    TREX CO INC 14,014 24,446
    TRIMBLE NAV LTD 24,725 41,397
    TRINITY INDUSTRIES, INC 4,887 7,125
    TRIPADVISOR LLC 7,734 7,483
    TRIPLEPOINT VENTURE GROWTH BDC 10,956 10,840
    TRUIST FINANCIAL CORPORATION 129,435 145,755
    U G I CP 20,962 16,781
    UNILEVER N V N Y 34,618 38,027
    UNITED BANKSHARES, INC 10,053 10,692
    UNITED COMMUNITY BANKS INC PFD 10,674 11,119
    UNITED STATES STEEL CORP 5,668 10,062
    UNITED THERAPEUTICS CORP 10,028 18,518
    UNITEDHEALTH GROUP INC 223,279 278,439
    UNIVAR INC 6,930 8,174
    UNIVERSAL DISPLAY CORP 17,868 23,669
    URBAN OUTFITTERS, INC 3,872 4,864
    US BANCORP 43,852 46,124
    USD CYRUSONE INC 20,295 21,214
    VALEO SA SPONS ADR 14,305 18,032
    VALERO ENERGY CORP 53,351 54,533
    VALLEY NATL BANCORP 10,325 10,433
    VALMONT INDUSTRIES INC 6,180 11,196
    VALVOLINE INC 10,160 10,644
    VANGUARD EMERGING MARKETS GOVE 10,682 11,111
    VANGUARD SHORT TERM CORPORATE 195,934 202,796
    VANGUARD TOTAL STOCK MARKET ET 4,417,523 6,744,275
    VERIZON COMMUNICATIONS 24,109 28,200
    VIASAT, INC. 6,001 5,551
    VINCI SA ADR 17,200 16,696
    VISA INC 172,765 323,938
    VISHAY INTERTECH 6,366 7,041
    VISTEON CORP 8,294 8,159
    VIVENDI SA 39,840 60,669
    VOYA FINANCIAL INC 45,874 97,625
    WAL-MART STORES INC 62,974 81,877
    WALT DISNEY HOLDINGS CO 76,017 120,304
    WATSCO INC 13,080 17,671
    WEBSTER FINL CORP 8,523 8,852
    WEIGHT WATCHERS INTL 3,817 2,928
    WESBANCO DS REPRESENTING 1/40T 10,378 11,108
    WEX, INC 19,017 21,371
    WILLIAMS COS 15,560 11,228
    WILLIAMS SONOMA INC 13,498 19,248
    WINGSTOP INC 8,836 8,748
    WINTRUST FINANCIAL CORPORATION 6,919 9,774
    WINTRUST FINL 1 DS REPSTG 1000 10,398 11,254
    WOLTERS KLUWER S/ADR 14,678 29,379
    WOODWARD INC 13,473 16,163
    WORLD FUEL SVCS CP 7,754 7,167
    WORLD WRESTLING ENT 6,302 6,727
    WPX ENERGY INC 10,008 8,802
    WYNDHAM DESTINATIONS INC 8,959 8,972
    WYNDHAM HOTELS & RESORTS INC C 10,954 13,077
    XPO LOGISTICS INC 17,367 26,701
    YELP INC 5,726 5,881
    YUM BRANDS INC 52,800 66,222
    ZURICH INS GROU ADR 42,885 56,575

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    US Government Securities - End of Year Book Value:

    5,885,547
    US Government Securities - End of Year Fair Market Value:

    6,020,035
    State & Local Government Securities - End of Year Book Value:


    251,021
    State & Local Government Securities - End of Year Fair Market Value:


    270,095


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALISO CANYON LP   462 462
    CONCORD LODGING LTD   8,574 3,960
    FUGIO FUND XI PE LP   277,126 300,019
    FUGIO PRIVATE EQUITY FUND VIII   677,857 1,477,635
    FUGIO PRIVATE EQUITY FUND X, L   925,689 1,113,166
    GOLDEN GATE REALTY ASSOCIATES   10,292 666
    OPTIMA PARTNERS FOCUS FUND   1,000,000 1,400,337

    TY 2020 LegalFeesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Document Review/Drafting 1,033     1,033
    General Consultations 338     338


    TY 2020 OtherExpensesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 78,000     78,000
    Bank Charges 1,705 1,705    
    Indemnification Insurance 6,468     6,468
    K-1 Exp ALISO CANYON LP 52      
    K-1 Exp ENTERPRISE PRODUCTS PA 2      
    K-1 Exp FUGIO FUND XI PE LP 24,627 24,627    
    K-1 Exp FUGIO PRIVATE EQUITY F 47,726 47,474    
    K-1 Exp FUGIO PRIVATE EQUITY F 53,757 53,718    
    ANNUAL RECORDS FEES 42 42    
    Office Supplies 526     526
    Postage/Delivery Service 490     490
    State or Local Filing Fees 10     10
    COMPUTER/ELECTRONIC DEVICES 1,293     1,293


    TY 2020 OtherIncomeSchedule2
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss ALISO CANYON LP 666 656  
    K-1 Inc/Loss CONCORD LODGING LTD 1,575 1,387  
    K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -938 -10  
    K-1 Inc/Loss FUGIO FUND XI PE LP 1,959 1,392  
    K-1 Inc/Loss FUGIO PRIVATE EQUITY FUND VIII, LP 11,199 13,259  
    K-1 Inc/Loss FUGIO PRIVATE EQUITY FUND X, LP -2,650 813  
    K-1 Inc/Loss GOLDEN GATE REALTY ASSOCIATES 51 51  
    Class Action Lawsuit Proceeds 338 338  
    royalty income 22 22  
    Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 7,899    


    TY 2020 OtherIncreasesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Description Amount
    PRIOR PERIOD ADJUSTMENT 498


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 311,394 311,394    
    Philanthropic Consulting Srvcs 44,410     44,410
    ADMINISTRATIVE SERVICES 2,500     2,500


    TY 2020 TaxesSchedule
    Name:
    Theda and Tamblin Clark Smith Family
     
    Foundation Inc
    EIN:
    39-6125329
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 20,100      
    990-PF Excise Tax for 2019 403      
    990-PF Extension for 2019 6,710      
    Foreign Tax Paid 6,821 6,821