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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
KRUPP SMITH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)27000 W 77TH ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHAWNEE, KS66227
A Employer identification number

74-1562995
B Telephone number (see instructions)

(913) 895-4701
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$9,105,427
J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 80,106 80,106  
4 Dividends and interest from securities... 214,773 214,773  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 291,234
b Gross sales price for all assets on line 6a 1,719,035
7 Capital gain net income (from Part IV, line 2)... 291,234
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 586,113 586,113  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 2,568 2,568   0
b Accounting fees (attach schedule)....... 10,570 10,570   0
c Other professional fees (attach schedule).... 107,950 107,950   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,228 2,228   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 123,316 123,316   0
25 Contributions, gifts, grants paid....... 27,500 27,500
26 Total expenses and disbursements. Add lines 24 and 25 150,816 123,316   27,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 435,297
b Net investment income (if negative, enter -0-) 462,797
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 285,765 347,155 347,155
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) 1,208,124 Click to see attachment630,812 641,305
b Investments—corporate stock (attach schedule)....... 4,389,655 Click to see attachment3,185,853 4,297,078
c Investments—corporate bonds (attach schedule)....... 1,722,514 Click to see attachment1,008,121 1,018,045
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 0 781,870 748,999
13 Investments—other (attach schedule).......... 0 Click to see attachment2,028,181 2,052,845
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) 7,606,058 7,981,992 9,105,427
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........... 7,606,058 7,981,992
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    
29 Total net assets or fund balances (see instructions)..... 7,606,058 7,981,992
30 Total liabilities and net assets/fund balances (see instructions). 7,606,058 7,981,992
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
7,606,058
2
Enter amount from Part I, line 27a .....................
2
435,297
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,041,355
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
59,363
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,981,992
Form 990-PF (2021)
Form 990-PF (2021)
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 D    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 131,846   32,528 99,318
b 1,587,189   1,395,273 191,916
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       99,318
b       191,916
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 2 291,234
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 6,433
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,433
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,818
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,818
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 4,385
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,385 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletROBERT G SMITH Telephone no.bullet (913) 895-4701

    Located atbullet27000 WEST 77TH STREETSHAWNEEKS ZIP+4bullet66227
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    GARY A SMITH CHAIRMAN
    5.00
    0 0 0
    27000 WEST 77TH STREET
    SHAWNEE,KS66227
    GARY A SMITH JR PRESIDENT
    5.00
    0 0 0
    27000 WEST 77TH STREET
    SHAWNEE,KS66227
    KAY M SMITH TREASURER
    5.00
    0 0 0
    27000 WEST 77TH STREET
    SHAWNEE,KS66227
    ROBERT G SMITH SECRETARY
    5.00
    0 0 0
    27000 WEST 77TH STREET
    SHAWNEE,KS66227
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    8,376,246
    b
    Average of monthly cash balances.......................
    1b
    280,311
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,656,557
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,656,557
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    129,848
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,526,709
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    426,335
    Part X
    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 IX, line 6..................
    1
    426,335
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,433
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,433
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    419,902
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    419,902
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    419,902
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 419,902
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 147,507
    f Total of lines 3a through e ........ 147,507
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 27,500
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 27,500
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 147,507 147,507
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    244,895
    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) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    CAMP KESEM AT UNIVERSITY OF KANSAS
    PO BOX 4664
    LAWRENCE,KS66046
      PC GENERAL SUPPORT 5,000
    CASTING FOR RECOVERY ARKANSAS
    109 EAST OAK ST STE 1G
    BOZEMAN,MT59715
      PC GENERAL SUPPORT 2,500
    CHURCH OF ST CLEMENT
    810 NORTH CAMPBELL
    EL PASO,TX79902
      PC GENERAL SUPPORT 5,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104
      PC GENERAL SUPPORT 5,000
    RADFORD SCHOOL
    2001 RADFORD STREET
    EL PASO,TX79903
      PC EDUCATION ASSISTANCE 5,000
    THE SHARING PLACE
    1695 EAST 3300 SOUTH
    SALT LAKE CITY,UT84106
      PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 27,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 80,106  
    4 Dividends and interest from securities ....          
    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 ............
        18 291,234  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 586,113 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    586,113
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,570 10,570   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS COMPANY DEP SHS REPSTG 1/1000TH PFD SER D FXD/VAR PERPTL CP 25,535 25,031
    BANK NY MELLON CORP DEP SHS REPSTG 1/1000TH PFD SER G FXD/VAR PERPETUAL CPN 25,802 24,633
    METLIFE INC NON CUML PFD SER G FXD/VAR PERPETUAL CPN 3.850%, QTY 26000 25,970 26,520
    ADVOCATE HLTH &HOSPS CORP UNSECD BOND CPN 4.272%, QTY 19000 22,316 24,104
    ANHEUSER FIN INC GTD NOTE CPN 3.650%, QTY 3000 3,295 3,230
    ANHEUSER UNSECD NOTE CPN 3.650%, QTY 19000 19,717 20,473
    AT&T INC NOTE CPN 4.300%, QTY 22000 24,867 24,772
    AIR LEASE CORP UNSECD MEDIUM TERM NOTE CPN 3.000%, QTY 26000 25,835 26,201
    COMMONSPIRIT HLTH BOND CPN 3.347%, QTY 23000 23,056 24,335
    BANK AMERICA CORP SR NOTE FXD/VAR CPN 4.330%, QTY 21000 25,536 26,181
    BANK NOVA SCOTIA BC SR GLBL NOTE VAR CPN 0.000%, QTY 50000 50,000 49,681
    BOSTON PPTYS LP SR NOTE CPN 3.400%, QTY 25000 26,269 26,559
    BROADCOM CORP CAYMAN FIN LTD SR NOTE CPN 3.875%, QTY 23000 25,270 24,940
    CHENIERE CORPUS CHRISTI HLDGS LLC SR SECD NOTE CPN 5.875%, QTY 23000 25,213 25,502
    COMCAST CORP NEW UNSECD NOTE CPN 4.150%, QTY 22000 24,223 24,948
    CVS HLTH CORP SR NOTE CPN 5.125%, QTY 23000 26,827 30,085
    CROWN CASTLE INTL CORP SR NOTE CPN 4.300%, QTY 23000 25,024 25,635
    DELL INTL LLC SECD FIRST LIEN NOTE CPN 6.200%, QTY 19000 24,219 24,033
    DISCOVERY COMMNS LLC GTD SR NOTE CPN 3.950%, QTY 23000 25,137 24,988
    GOLDMAN SACHS GROUP INC SR NOTE CPN 3.500%, QTY 36000 37,049 38,391
    GMAC INC SR GTD NOTE CPN 8.000%, QTY 18000 25,042 25,369
    GLP CAP LP FING II INC SR NOTE CPN 5.375%, QTY 33000 36,532 36,765
    ENERGY TRANSFER PRTNRS LP SR NOTE CPN 4.200%, QTY 23000 25,343 24,869
    FISERV NOTE SR NOTE CPN 4.200%, QTY 22000 24,053 24,645
    JPMORGAN CHASE & CO SR NOTE VAR CPN 0.000%, QTY 26000 26,214 26,084
    JPMORGAN CHASE & CO NOTE VAR CPN 0.000%, QTY 24000 24,037 24,026
    HCA INC SR SECD NOTE CPN 4.125%, QTY 22000 25,081 24,283
    MICROSOFT CORP SR NOTE CPN 2.525%, QTY 25000 25,691 24,564
    NATIONAL RURAL UTILS COOP FIN CORP COLL TR BOND CPN 3.250%, QTY 24000 24,987 25,503
    NORTHERN STS PWR CO 1ST MTG BOND CPN 2.900%, QTY 25000 24,954 25,198
    PARKER HANNIFIN CORP SR NOTE CPN 3.250%, QTY 24000 24,634 25,339
    PIONEER NAT RES CO SR NOTE CPN 1.900%, QTY 26000 25,793 24,704
    PULTE HOMES INC SR NOTE CPN 7.875%, QTY 17000 24,182 24,268
    STHWST ARLNS CO UNSEC NOTE CPN 5.250%, QTY 22000 24,355 24,439
    TORONTO DOMINION BK UNSECD SR MEDIUM TERM NOTE VAR CPN 0.000%, QTY 25000. 25,095 24,938
    VERIZON COMMNS INC SR NOTE CPN 3.875%, QTY 23000 24,718 25,467
    WALGREEN BOOTS ALLIANCE UNSECD NOTE CPN 3.200%, QTY 35000 37,761 37,050
    WALMART INC UNSECD NOTE CPN 4.050%, QTY 20000 23,863 25,572
    WELLS FARGO & CO MEDIUM TERM SR NOTE FXD/VAR CPN 5.013%, QTY 18000 24,626 24,720

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANALOG DEVICES INC (ADI), QTY 434 42,095 76,284
    ARES CAPITAL CORP (ARCC), QTY 2781 47,321 58,929
    BROADRIDGE FINANCIAL SOLUTIONS INC (BR), QTY 505 55,674 92,324
    BROOKFIELD INFRASTRUCTURE CORP SUB VTG SHS CL A (BIPC), QTY 1281 82,203 87,441
    DOW INC (DOW), QTY 1273 65,232 72,205
    CHEVRON CORP (CVX), QTY 509 59,246 59,731
    CHUBB LTD (CB), QTY 419 59,027 80,997
    CISCO SYSTEMS INC (CSCO), QTY 1440 66,151 91,253
    COLGATE-PALMOLIVE COMPANY (CL), QTY 863 61,904 73,648
    DIAGEO PLC NEW SPON ADR (DEO), QTY 428 58,150 94,220
    DIGITAL REALTY TRUST INC (DLR), QTY 520 58,504 91,972
    ENTERGY CORP NEW (ETR), QTY 604 57,036 68,041
    FASTENAL CO (FAST), QTY 1365 36,591 87,442
    FIDELITY NATIONAL FINANCIAL INC (FNF), QTY 2033 70,746 106,082
    GILEAD SCIENCES INC (GILD), QTY 979.884 68,973 71,149
    HOME DEPOT INC (HD), QTY 271 74,920 112,468
    KINDER MORGAN INC DE (KMI), QTY 3083 55,172 48,896
    LINDE PLC (LIN), QTY 232 42,428 80,372
    LOCKHEED MARTIN CORP (LMT), QTY 213 74,089 75,702
    MICROSOFT CORP (MSFT), QTY 268.719 9,561 90,376
    NESTLE S A SPON ADR REPSTG REG SHS (NSRGY), QTY 608 57,610 85,345
    NORTHERN TRUST CORP (NTRS), QTY 717 61,729 85,760
    PAYCHEX INC (PAYX), QTY 840 62,478 114,660
    PEPSICO INC (PEP), QTY 473 56,292 82,165
    PFIZER INC (PFE), QTY 1677 63,982 99,027
    POLARIS INC (PII), QTY 583 48,934 64,078
    PROGRESSIVE CORP OH (PGR), QTY 747 46,718 76,680
    RAYONIER INC (RYN), QTY 2011 58,300 81,164
    SL GREEN REALTY CORP PAR$ (SLG), QTY 822 67,271 58,937
    SNAP ON INC (SNA), QTY 368 57,989 79,260
    SOUTHERN COMPANY (SO), QTY 1119 59,803 76,741
    3M COMPANY (MMM), QTY 364 62,128 64,657
    U S BANCORP DE NEW (USB), QTY 1370 67,820 76,953
    WEYERHAEUSER CO (WY), QTY 2367 65,816 97,473
    ADVANCED DRAIN SYSTEM INC DEL (WMS), QTY 69" 7,523 9,393
    ALIGN TECHNOLOGY INC (ALGN), QTY 17 4,209 7,229
    ANSYS INC (ANSS), QTY 25 8,304 10,028
    BROADRIDGE FINANCIAL SOLUTIONS INC (BR), QTY 54" 8,050 9,872
    CADENCE DESIGN SYSTEMS INC (CDNS), QTY 68" 9,622 12,672
    CATALENT INC (CTLT), QTY 74 5,247 9,474
    CDW CORP (CDW), QTY 51 5,671 10,444
    "CHIPOTLE MEXICAN GRILL INC CL A (CMG), QTY 6 3,735 10,490
    COOPER COS INC NEW (COO), QTY 21 7,195 8,798
    COPART INC (CPRT), QTY 73 7,017 11,068
    COSTAR GROUP INC (CSGP), QTY 90 7,159 7,113
    D R HORTON INC (DHI), QTY 93 6,183 10,086
    DECKERS OUTDOOR CORP (DECK), QTY 22 8,125 8,059
    DEXCOM INC (DXCM), QTY 19 3,459 10,202
    EPAM SYSTEMS INC (EPAM), QTY 17 3,143 11,364
    ETSY INC (ETSY), QTY 31 6,749 6,787
    EURONET WORLDWIDE INC (EEFT), QTY 55 9,128 6,554
    FASTENAL CO (FAST), QTY 134 4,946 8,584
    FIVE BELOW INC (FIVE), QTY 41 4,383 8,482
    INC CL A (FND), QTY 90" 6,011 9,491
    GENERAC HOLDINGS INC (GNRC), QTY 37 5,929 13,021
    GLOBANT S A (GLOB), QTY 29 5,024 6,910
    GRACO INC (GGG), QTY 97 4,896 7,820
    HEICO CORP NEW (HEI), QTY 60 6,970 8,653
    ICON PLC (ICLR), QTY 42 6,430 13,007
    IDEX CORP (IEX), QTY 38 7,338 8,980
    IDEXX LABORATORIES INC (IDXX), QTY 15 4,141 9,877
    INGERSOLL RAND INC (IR), QTY 151 7,247 9,342
    INSULET CORP (PODD), QTY 34 3,996 9,046
    SERVICES INC (JBHT), QTY 37" 4,067 7,563
    INC (KEYS), QTY 67" 6,138 13,836
    KORNIT DIGITAL LTD (KRNT), QTY 30 5,332 4,568
    LAMB WESTON HLDGS INC (LW), QTY 119 8,030 7,542
    CORP (LSCC), QTY 68" 3,363 5,240
    NEW (MTCH), QTY 68" 10,936 8,993
    MICROCHIP TECHNOLOGY INC (MCHP), QTY 146 6,434 12,711
    INC (MPWR), QTY 27" 3,674 13,320
    MSCI INC CLASS A (MSCI), QTY 16 7,058 9,803
    NEW (NCR), QTY 162" 5,846 6,512
    PAYCOM SOFTWARE INC (PAYC), QTY 27 6,530 11,210
    PARTNERS INC (PNFP), QTY 102" 6,862 9,741
    POOL CORP (POOL), QTY 27 5,172 15,282
    PTC INC (PTC), QTY 61 5,247 7,390
    RBC BEARINGS INC (ROLL), QTY 33 6,141 6,665
    REPLIGEN CORP (RGEN), QTY 39 4,907 10,329
    RESMED INC (RMD), QTY 41 6,591 10,680
    SYNOPSYS INC (SNPS), QTY 35 4,724 12,898
    TRACTOR SUPPLY CO (TSCO), QTY 58 7,452 13,839
    TRANSUNION (TRU), QTY 84 7,185 9,961
    TREX CO INC (TREX), QTY 75 3,195 10,127
    TYLER TECHNOLOGIES INC (TYL), QTY 21 5,370 11,297
    VEEVA SYSTEMS INC CL A (VEEV), QTY 11 1,855 2,810
    VERISIGN INC (VRSN), QTY 33 6,027 8,376
    WESTERN ALLIANCE BANCORP (WAL), QTY 45 5,337 4,844
    WILLIAMS SONOMA INC (WSM), QTY 45 7,908 7,611
    EDGEWELL PERSONAL CARE CO (EPC), QTY 455 11,885 20,798
    ALLIED MOTION TECH INC (AMOT), QTY 625 15,621 22,806
    AMERICAN OUTDOOR BRANDS INC (AOUT), QTY 509 15,938 10,144
    CANNAE HOLDINGS INC (CNNE), QTY 541 16,076 19,016
    BANK MARIN BANCORP (BMRC), QTY 514 20,283 19,136
    BRP GROUP INC CL A (BRP), QTY 642 10,044 23,183
    BROWN & BROWN INC (BRO), QTY 301 10,427 21,154
    CORE LABORATORIES NV (CLB), QTY 588 16,099 13,118
    FARO TECHNOLOGIES INC (FARO), QTY 212 11,629 14,844
    FORWARD AIR CORP (FWRD), QTY 177 10,413 21,433
    FRONTDOOR INC (FTDR), QTY 499 21,022 18,288
    GLADSTONE COMMERCIAL CORP (GOOD), QTY 722 14,691 18,606
    HEALTHCARE SVCS GROUP (HCSG), QTY 635 14,440 11,297
    I3 VERTICALS INC (IIIV), QTY 498 11,118 11,349
    J & J SNACK FOODS CORP (JJSF), QTY 109 13,702 17,218
    JOHN BEAN TECHNOLOGIES CORP (JBT), QTY 166 18,962 25,491
    KADANT INC (KAI), QTY 93 8,424 21,435
    MARTEN TRANSPORT LTD (MRTN), QTY 1102 17,295 18,910
    MORNINGSTAR INC (MORN), QTY 57 7,539 19,493
    MOVADO GROUP INC (MOV), QTY 529 11,713 22,128
    NATHANS FAMOUS INC NEW (NATH), QTY 67 5,259 3,912
    NATUS MEDICAL INC DELAWARE (NTUS), QTY 611 15,622 14,499
    NEENAH INC (NP), QTY 342 20,736 15,828
    NORTHWEST NATURAL HOLDING CO NEW (NWN), QTY 315 20,373 15,366
    PERFICIENT INC (PRFT), QTY 82 2,626 10,602
    PHIBRO ANIMAL HEALTH CORP CL A (PAHC), QTY 487 15,629 9,945
    RBC BEARINGS INC (ROLL), QTY 104 16,592 21,005
    RE/MAX HOLDINGS INC CL A (RMAX), QTY 506 15,664 15,428
    RAYONIER INC (RYN), QTY 509 15,652 20,543
    SJW GROUP (SJW), QTY 183 11,626 13,396
    THERMON GROUP HLDGS INC (THR), QTY 1047 22,566 17,726
    VERITEX HOLDINGS INC (VBTX), QTY 602 15,637 23,948
    WINNEBAGO INDUSTRIES INC (WGO), QTY 298 14,395 22,326
    ALLIANZ SE ADR (ALIZY), QTY 587 11,531 13,859
    BP PLC SPON ADR (BP), QTY 453 15,055 12,063
    BANCO SANTANDER S A ADR (SAN), QTY 3970 15,068 13,061
    CK HUTCHISON HOLDINGS LTD UNSPON ADR (CKHUY), QTY 2208 20,469 14,175
    COMPAGNIE DE ST GOBAIN ADR (CODYY), QTY 663 3,971 9,315
    CONTINENTAL AG SPONSORED ADR (CTTAY), QTY 1059 10,901 11,162
    DENSO CORP LTD ADR (DNZOY), QTY 117 2,277 4,837
    E N I SPA SPON ADR (E), QTY 342 10,622 9,456
    ENEL SOCIETA PER AZIONI ADR (ENLAY), QTY 1926 11,178 15,331
    FUJIFILM HOLDINGS CORP ADR (FUJIY), QTY 176 7,648 13,066
    GLAXOSMITHKLINE PLC SPON ADR (GSK), QTY 400 15,846 17,640
    HITACHI LTD ADR 10 COM (HTHIY), QTY 32 3,680 3,468
    HONDA MOTOR LTD ADR REPSTG 1 ORD (HMC), QTY 476 12,595 13,542
    IMPERIAL BRANDS PLC SPONSORED ADR (IMBBY), QTY 415 9,073 9,132
    KINGFISHER PLC SPON ADR PAR 15 5/7 PENCE (KGFHY), QTY 1371 8,162 12,798
    KYOCERA CORP ADR (KYOCY), QTY 236 14,705 14,814
    LLOYDS BANKING GROUP PLC SPONSORED ADR (LYG), QTY 5923 15,301 15,104
    MITSUBISHI ELEC CORP ADR (MIELY), QTY 483 12,792 12,273
    MONDI PLC ADR (MONDY), QTY 192 10,359 9,506
    NIPPON TELEGRAPH & TELEPHONE CORP SPON ADR (NTTYY), QTY 537 12,363 14,719
    NOVARTIS AG SPON ADR (NVS), QTY 178 14,537 15,570
    RED ELECTRICA CORP SA UNSPONSORED ADR (RDEIY), QTY 159 1,586 1,716
    SHELL PLC SPONSORED ADR REPSTG ORD SHS (SHEL), QTY 388 17,890 16,820
    SSE PLC SPON ADR (SSEZY), QTY 744 10,660 16,584
    SANOFI SPON ADR (SNY), QTY 308 12,992 15,431
    SINGAPORE TELECOMMUNICATIONS LTD SPONSORED ADR NEW 2006 (SGAPY), QTY 305 8,220 5,243
    SONY GROUP CORP ADR NEW (SONY), QTY 135 10,388 17,064
    SNAM S P A ADR (SNMRY), QTY 1155 13,220 13,872
    TAKEDA PHARMACEUTICAL CO LTD SPON ADR (TAK), QTY 852 15,196 11,613
    TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR (TSM), QTY 107 2,688 12,873
    TELIA CO AB UNSPON ADR (TLSNY), QTY 1504 13,561 11,671
    TESCO PLC SPON ADR NEW (TSCDY), QTY 1145 11,544 13,706
    TOKIO MARINE HOLDINGS INC SPON ADR (TKOMY), QTY 271 11,745 15,179
    UNITED OVERSEAS BK LTD SPONS ADR (UOVEY), QTY 378 12,649 15,139
    WH GROUP LTD SPON ADR (WHGLY), QTY 802 13,524 10,089
    WPP PLC NEW ADR (WPP), QTY 164 11,055 12,390

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    US Government Securities - End of Year Book Value:

    465,143
    US Government Securities - End of Year Fair Market Value:

    470,698
    State & Local Government Securities - End of Year Book Value:


    165,669
    State & Local Government Securities - End of Year Fair Market Value:


    170,607


    TY 2021 InvestmentsOtherSchedule2
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLUEROCK TOTAL INCOME PLUS REAL ESTATE CL I AT COST 266,739 310,298
    LOOMIS SAYLES GROWTH CL Y AT COST 261,442 253,370
    GRANT PARK MULTI ALTERNATIVE STRATEGIES CL I AT COST 300,000 277,986
    EASTERLY GLOBAL REAL ESTATE INVESTMENTS CL I AT COST 350,000 357,086
    BLACKROCK HIGH YIELD BOND INSTL CL AT COST 350,000 359,633
    DIAMOND HILL SHORT DURATION SECURITIZED BOND CL I AT COST 250,000 248,035
    LORD ABBETT SHORT DURATION INCOME CL F AT COST 250,000 246,437

    TY 2021 LegalFeesSchedule
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,568 2,568   0


    TY 2021 OtherDecreasesSchedule
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    Description Amount
    DONATED STOCK BASIS ADJUSTMENT 59,363


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 107,950 107,950   0


    TY 2021 TaxesSchedule
    Name:
    KRUPP SMITH FAMILY FOUNDATION
    EIN:
    74-1562995
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 2,228 2,228   0