Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
KRUPP SMITH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)26810 W 77TH STREET
 
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,865,173
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 right arrow.............
3 Interest on savings and temporary cash investments 86,655 86,655  
4 Dividends and interest from securities... 177,056 177,056  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -262,453
b Gross sales price for all assets on line 6a 1,710,313
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 280 280  
12 Total. Add lines 1 through 11........ 1,538 263,991  
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)......... 793 793   0
b Accounting fees (attach schedule)....... 14,721 14,721   0
c Other professional fees (attach schedule).... 92,401 92,401   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,990 1,990   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.......... 109,905 109,905   0
25 Contributions, gifts, grants paid....... 390,000 390,000
26 Total expenses and disbursements. Add lines 24 and 25 499,905 109,905   390,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -498,367
b Net investment income (if negative, enter -0-) 154,086
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 729,680 131,322 131,322
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 490,757 Click to see attachment
List of Attached Documents:
// Content
445,423
385,794
b Investments—corporate stock (attach schedule)....... 3,054,345 Click to see attachment
List of Attached Documents:
// Content
3,100,300
4,040,804
c Investments—corporate bonds (attach schedule)....... 741,057 Click to see attachment
List of Attached Documents:
// Content
932,518
888,241
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 629,563 633,864 553,213
13 Investments—other (attach schedule).......... 2,045,111 Click to see attachment
List of Attached Documents:
// Content
1,933,689
1,865,799
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,690,513 7,177,116 7,865,173
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,690,513 7,177,116
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 7,690,513 7,177,116
30 Total liabilities and net assets/fund balances (see instructions). 7,690,513 7,177,116
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
7,690,513
2
Enter amount from Part I, line 27a .....................
2
-498,367
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,192,146
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
15,030
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,177,116
Form 990-PF (2023)
Form 990-PF (2023)
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 6,877   569 6,308
b 1,703,436   1,972,197 -268,761
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       6,308
b       -268,761
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 -262,453
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
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 right arrow 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) 1 2,142
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 2,142
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 2,142
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 114
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,256
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowKS
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowROBERT G SMITH Telephone no.right arrow (913) 895-4701

Located atright arrow26810 W 77TH STREETSHAWNEEKS ZIP+4right arrow66227
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 JR CHAIRMAN
5.00
0 0 0
26810 WEST 77TH STREET
SHAWNEE,KS66227
ANNE SMITH SECRETARY
5.00
0 0 0
26810 WEST 77TH STREET
SHAWNEE,KS66227
ROBERT G SMITH PRESIDENT
5.00
0 0 0
26810 WEST 77TH STREET
SHAWNEE,KS66227
LINDSAY SMITH TREASURER
5.00
0 0 0
26810 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
7,327,058
b
Average of monthly cash balances.......................
1b
495,941
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,822,999
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
7,822,999
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
117,345
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,705,654
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
385,283
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
385,283
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,142
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,142
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
383,141
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
383,141
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
383,141
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
390,000
b
Program-related investments—total from Part VIII-B..................
1b
0
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
390,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 383,141
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 388,956
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 390,000
a Applied to 2022, but not more than line 2a 388,956
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 2023 distributable amount..... 1,044
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
382,097
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

AMERICAN RESPIRATORY CARE FOUNDATION

9425 NORTH MACARTHUR DR SUITE 100
IRVING,TX750634706
  PC GENERAL SUPPORT 10,000

CAMP KASEM AT UNIVERSITY OF KANSAS

PO BOX 4664
LAWRENCE,KS66046
  PC GENERAL SUPPORT 10,000

CASTING FOR RECOVERY

109 EAST OAK STREET SUITE 1G
BOZEMAN,MT59715
  PC GENERAL SUPPORT 10,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
  PC GENERAL SUPPORT 10,000

PARKINSON'S FOUNDATION

200 SE 1ST STREET SUITE 800
MIAMI,FL33131
  PC GENERAL SUPPORT 150,000

RADFORD SCHOOL

2001 RADFORD STREET
EL PASO,TX79903
  PC EDUCATIONAL ASSISTANCE 10,000

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825
  PC GENERAL SUPPORT 25,000

THE BREAST CANCER RESEARCH FOUNDATION

28 WEST 44TH ST SUITE 609
NEW YORK,NY10036
  PC GENERAL SUPPORT 10,000

THE CHURCH OF ST CLEMENT

810 N CAMPBELL
EL PASO,TX79902
  PC GENERAL SUPPORT 10,000

THE SHARING PLACE

1695 EAST 3300 SOUTH
SALT LAKE CITY,UT84106
  PC GENERAL SUPPORT 10,000

UTAH FERTILITY RESOURCE CENTER

1565 E 3300 S
SALT LAKE CITY,UT84106
  PC GENERAL SUPPORT 50,000

STUDENT CONSERVATION ASSOCIATION (MIDWEST REGION)

689 RIVER ROAD
CHARLESTOWN,NH03603
  PC GENERAL SUPPORT 10,000

TROUT UNLIMITED INC

1777 N KENT STREET SUITE 100
ARLINGTON,VA22209
  PC GENERAL PURPOSE 10,000

INTERNATIONAL SANITARY SUPPLY ASSOC - ISSA CHARITIES

10275 W HIGGINS ROAD STE 280
ROSEMONT,IL60018
  PC GENERAL PURPOSE 30,000

UNIVERSITY OF KANSAS HEALTH SYSTEM (CANCER CENTER)

11300 CORPORATE AVE MAILSTOP 9241
LENEXA,KS66219
  PC GENERAL PURPOSE 25,000

VOLUNTEERS OF AMERICA UTAH

1875 SOUTH REDWOOD ROAD
SALT LAKE CITY,UT84104
  PC GENERAL PURPOSE 10,000
Total .................................right arrow 3a 390,000
bApproved for future payment

UTAH FERTILITY RESOURCE CENTER
1565 E 3300 S
SALT LAKE CITY,UT84106
  PC GENERAL SUPPORT 100,000

TROUT UNLIMITED INC
1777 N KENT STREET SUITE 100
ARLINGTON,VA22209
  PC GENERAL SUPPORT 40,000
Total ................................. right arrow 3b 140,000
Form 990-PF (2023)
Form 990-PF (2023)
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 86,655  
4 Dividends and interest from securities ....     14 177,056  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 280  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -262,453  
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 1,538 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,538
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,721 14,721   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Name of Bond End of Year Book Value End of Year Fair Market Value
ADVOCATE 4.272 081548, QTY 19000 21,681 17,066
AIRCASTLE 4.25 061526, QTY 15000 14,385 14,462
AMERN TOWER 1.45 091526, QTY 16000 14,022 14,591
ANHEUSERBUSCH 3.5 060130, QTY 11000 10,071 10,476
AT&T INC 1.65 020128, QTY 8000 7,052 7,117
BAC SR NT 4.33 031550, QTY 20000 23,591 17,603
BANK NY MELLON CORP DEP SHS REP 1/100TH NONCUML PFD I FXD/VAR PERPETUAL, QTY 847 865
BANK NY MELLON CORP DEP SHS REPSTG 1/1000TH PFD SER G FXD/VAR PERPETUAL, QTY 18,946 16,575
BOEING CO 5.705 050140, QTY 17000 17,458 17,504
CAMPBEL SOUP2.375 042430, QTY 18000 14,855 15,633
CHENIERE CORP 3.7 111529, QTY 2000 1,873 1,885
CHENIERE NT 5.875 033125, QTY 14000 14,377 14,039
CITI 3.98 032030, QTY 16000 15,334 15,191
COMCAST CORP 4.15 101528, QTY 15000 15,987 14,790
COMMONSPIRIT3.347 100129, QTY 16000 16,000 14,624
CROWN CASTLE 4.3 021529, QTY 17000 17,939 16,303
DCP MIDSTREA5.625 071527, QTY 16000 15,951 16,320
DELL INTL 6.2 071530, QTY 14000 16,623 15,001
DIAMONDBACK 6.25 031533, QTY 14000 14,091 14,960
ENERGY TRANSF 4.2 041527, QTY 15000 15,940 14,585
GENL MTRS 5.8 062328, QTY 15000 14,692 15,337
GS BK USA 5.5 102924, QTY 45000 45,000 45,000
GS SR NOTE 3.5 111626, QTY 23000 23,258 22,159
JPM CHASE BK 5.75 100724, QTY 235000 235,000 235,000
JPM NOTE VAR 102334, QTY 13000 13,811 14,089
JPM NT 1.47 092227, QTY 19000 16,862 17,198
KINDER MORGAN 5.2 060133, QTY 16000 15,596 15,944
MCDONALDS CORP4.8 081428, QTY 15000 14,619 15,249
METLIFE INC NON CUML PFD SER G FXD/VAR PERPETUAL, QTY 16000 15,982 15,180
MICROSOFT CO2.525 060150, QTY 25000 24,451 17,069
MS SR NT 4.431 012330, QTY 17000 16,899 16,576
NETFLIX INC 5.875 111528, QTY 14000 14,179 14,788
NORTHERN STS 2.9 030150, QTY 24000 22,906 16,939
OCCIDENTAL 6.375 090128, QTY 14000 14,250 14,700
ORACLE CORP 2.8 040127, QTY 16000 14,595 15,082
PARKER HANNI 3.25 061429, QTY 16000 16,217 15,045
PNC FINL 5.068 012434, QTY 17000 16,272 16,601
STHWST ARLNS 5.25 050425, QTY 16000 17,980 15,998
T-MOBILE USA 2.25 021526, QTY 15000 13,931 14,216
VERIZON COMM3.875 020829, QTY 17000 17,806 16,481
WALMART NT 4.05 062948, QTY 19000 22,014 17,404
WELLS FARGO 5.013 040451, QTY 19000 24,770 18,040
WESTLAKE 0.875 081524, QTY 15000 14,405 14,556

TY 2023 InvestmentsCorpStockSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Name of Stock End of Year Book Value End of Year Fair Market Value
ALIGN TECHNOLOGY INC, QTY 22 5,918 6,028
ALLIANZ SE ADR, QTY 436 7,798 11,637
ALLIENT INC CL B, QTY 408 10,197 12,326
AMERICAN OUTDOOR BRANDS INC, QTY 1192 25,393 10,013
ANALOG DEVICES INC, QTY 434 42,095 86,175
ANSYS INC, QTY 19 6,268 6,895
APTIV PLC, QTY 40 4,250 3,589
ARES CAPITAL CORP, QTY 2781 47,321 55,703
AZEK COMPANY INC CL A, QTY 496 8,396 18,972
BANCO SANTANDER S A ADR, QTY 3272 10,883 13,546
BENTLEY SYSTEMS INC CL B, QTY 86 4,381 4,487
BIO-TECHNE CORP, QTY 43 3,252 3,318
BJS WHOLESALE CLUB HOLDINGS INC, QTY 47 3,247 3,133
BOSTON BEER COMPANY INC CLASS A, QTY 13 4,344 4,493
BOUGUES SA ADR, QTY 1420 9,168 10,650
BP PLC SPON ADR, QTY 311 9,400 11,009
BROADRIDGE FINANCIAL SOLUTIONS INC, QTY 36 4,777 7,407
BROADRIDGE FINANCIAL SOLUTIONS INC, QTY 505 55,674 103,904
BROOKFIELD INFRASTRUCTURE CORP SUB VTG SHS CL A, QTY 2406 95,384 84,884
BROWN & BROWN INC, QTY 227 7,863 16,142
BRP GROUP INC CL A, QTY 642 10,044 15,421
CANNAE HOLDINGS INC, QTY 541 16,076 10,555
CAVCO INDS INC DEL, QTY 54 15,884 18,717
CDW CORP, QTY 35 3,892 7,956
CHEVRON CORP, QTY 509 59,246 75,922
CHUBB LTD, QTY 419 59,027 94,694
CHURCHILL DOWNS INC, QTY 34 4,517 4,588
CINTAS CORP, QTY 9 4,509 5,424
CISCO SYSTEMS INC, QTY 1440 66,151 72,749
CK HUTCHISON HOLDINGS LTD UNSPON ADR, QTY 1456 12,105 7,760
CLOROX COMPANY, QTY 623 82,430 88,834
COLGATE-PALMOLIVE COMPANY, QTY 863 61,904 68,790
COMPAGNIE DE ST GOBAIN ADR, QTY 631 4,123 9,307
CONTINENTAL AG SPONSORED ADR, QTY 694 6,743 5,864
COPART INC, QTY 180 4,225 8,820
CORE LABORATORIES INC, QTY 588 16,099 10,384
COSTAR GROUP INC, QTY 78 5,351 6,816
DESCARTES SYSTEMS GROUP INC, QTY 41 3,137 3,446
DEXCOM INC, QTY 80 3,828 9,927
DIAGEO PLC NEW SPON ADR, QTY 428 58,150 62,342
DIAMONDBACK ENERGY INC, QTY 43 5,900 6,668
DIGITAL REALTY * TRUST INC, QTY 520 57,826 69,982
DOLLAR TREE INC, QTY 43 5,807 6,108
DOW INC, QTY 1607 81,328 88,128
DR HORTON INC, QTY 50 2,885 7,599
DYNATRACE INC, QTY 125 6,329 6,836
ECOVYST INC, QTY 1323 15,822 12,926
EDGEWELL PERSONAL CARE CO, QTY 455 11,885 16,667
ENEL SOCIETA PER AZIONI ADR, QTY 1924 9,221 14,228
ENTERGY CORP NEW, QTY 604 52,228 61,119
EPAM SYSTEMS INC, QTY 18 3,408 5,352
EQUIFAX INC, QTY 29 5,760 7,171
FASTENAL CO, QTY 1365 36,591 88,411
FASTENAL CO, QTY 99 3,164 6,412
FERGUSON PLC NEW, QTY 27 3,982 5,213
FIDELITY NATIONAL FINANCIAL INC NEW FNF GROUP COM, QTY 2033 70,746 103,724
FIVE BELOW INC, QTY 23 2,431 4,903
FLOOR & DECOR HOLDINGS INC CL A, QTY 60 4,686 6,694
FUJIFILM HOLDINGS CORP ADR, QTY 157 6,742 9,379
FUJITSU LTD ADR 5, QTY 144 3,579 4,324
GATES INDUSTRIAL CORP PLC, QTY 1256 14,056 16,856
GILEAD SCIENCES INC, QTY 979 68,911 79,309
GLOBANT S A, QTY 38 7,565 9,043
GRACO INC, QTY 71 3,584 6,160
GSK PLC SPONSORED ADR NEW, QTY 292 11,007 10,822
GXO LOGISTICS INC, QTY 83 4,448 5,076
HAGERTY INC CL A, QTY 1634 14,349 12,745
HAYWARD HOLDINGS INC, QTY 1078 12,310 14,661
HEALTHCARE SVCS GROUP, QTY 635 14,440 6,585
HEICO CORP NEW, QTY 42 4,462 7,513
HITACHI LTD ADR 10 COM, QTY 65 6,993 9,397
HOME DEPOT INC, QTY 271 74,920 93,915
HONDA MOTOR LTD ADR REPSTG 3 ORD, QTY 334 8,737 10,324
I3 VERTICALS INC, QTY 498 11,118 10,543
ICON PLC, QTY 32 4,875 9,058
IDEX CORP, QTY 29 5,291 6,296
IDEXX LABORATORIES INC, QTY 18 5,130 9,991
IMPERIAL BRANDS PLC SPONSORED ADR, QTY 463 10,171 10,793
INGERSOLL RAND INC, QTY 68 3,221 5,259
INSULET CORP, QTY 29 3,409 6,292
J & J SNACK FOODS CORP, QTY 109 13,702 18,218
JACK HENRY & ASSOCIATES INC, QTY 31 5,017 5,066
JB HUNT TRANSPORT SERVICES INC, QTY 28 3,230 5,593
JOHN BEAN TECHNOLOGIES CORP, QTY 166 18,962 16,509
KADANT INC, QTY 64 5,797 17,940
KAO CORP ADR REPSTG 1/5TH COM, QTY 835 6,302 6,817
KERING S A ADR, QTY 78 3,313 3,451
KINDER MORGAN INC DE, QTY 4851 88,103 85,572
KINGFISHER PLC SPON ADR PAR 15 5/7 PENCE, QTY 1080 5,990 6,815
KINSALE CAPITAL GROUP INC, QTY 13 3,522 4,354
KONINKLIJKE PHILIPS N V NEW 2000 SPON ADR, QTY 468 7,236 10,918
KYOCERA CORP ADR, QTY 101 5,962 5,913
LAMB WESTON HLDGS INC, QTY 52 3,253 5,621
LATTICE SEMICONDUCTOR CORP, QTY 72 3,611 4,967
LINDE PLC NEW, QTY 232 42,428 95,285
LLOYDS BANKING GROUP PLC SPONSORED ADR, QTY 4454 10,995 10,645
LOCKHEED MARTIN CORP, QTY 213 74,089 96,540
MARKETAXESS HOLDINGS INC, QTY 19 6,697 5,564
MARTEN TRANSPORT LTD, QTY 690 10,808 14,476
MGP INGREDIENTS INC NEW, QTY 159 13,034 15,665
MICROSOFT CORP, QTY 249 8,860 93,634
MITSUBISHI ELEC CORP ADR, QTY 308 8,066 8,673
MONDI PLC OLDCHG ADR, QTY 174 8,531 6,870
MONOLITHIC POWER SYSTEM INC, QTY 10 1,361 6,308
MORNINGSTAR INC, QTY 79 11,673 22,613
MOVADO GROUP INC, QTY 529 11,713 15,949
MSCI INC CLASS A, QTY 12 5,028 6,788
NESTLE S A SPON ADR REPSTG REG SHS, QTY 608 57,610 70,303
NORTHERN TRUST CORP, QTY 1196 92,733 100,918
NORTHWEST NATURAL HOLDING CO NEW, QTY 315 20,373 12,266
NOVARTIS AG SPON ADR, QTY 112 8,138 11,309
PAYCHEX INC, QTY 840 62,478 100,052
PAYCOM SOFTWARE INC, QTY 20 4,334 4,134
PEPSICO INC, QTY 473 56,292 80,334
PERFICIENT INC, QTY 224 12,342 14,744
POLARIS INC, QTY 693 58,221 65,676
POOL CORP, QTY 20 3,831 7,974
PRICE T ROWE GROUP INC, QTY 697 78,527 75,060
PROGRESSIVE CORP OH, QTY 747 46,718 118,982
PTC INC, QTY 51 4,269 8,923
RAYONIER INC *, QTY 2506 70,745 83,725
RBC BEARINGS INC, QTY 104 16,592 29,629
RBC BEARINGS INC, QTY 24 4,338 6,837
REPLIGEN CORP, QTY 40 5,427 7,192
RESMED INC, QTY 35 5,704 6,021
SANDOZ GROUP AG SPONDS ADS, QTY 22 441 704
SANFILIPPO JOHN B & SON INC, QTY 151 16,443 15,559
SANOFI SPON ADR, QTY 203 8,382 10,095
SAPIENS INTL CORP N V, QTY 189 5,180 5,470
SECOM LTD ADR, QTY 402 6,753 7,197
SHELL PLC SPONSORED ADR REPSTG ORD SHS, QTY 159 5,436 10,462
SINGAPORE TELECOMMUNICATIONS LTD SPONSORED ADR NEW 2006, QTY 258 6,342 4,822
SJW GROUP, QTY 183 11,626 11,959
SNAM S P A ADR, QTY 1142 12,446 11,763
SNAP ON INC, QTY 368 57,989 106,293
SONY GROUP CORP ADR NEW, QTY 134 9,609 12,688
SOUTHERN COMPANY, QTY 1119 59,803 78,464
SPECTRUM BRANDS HOLDINGS INC NEW, QTY 234 13,135 18,666
SSE PLC SPON ADR, QTY 279 3,908 6,702
STEWART INFO SVCS CORP, QTY 376 15,980 22,090
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR, QTY 59 2,402 6,136
TAKEDA PHARMACEUTICAL CO LTD SPON ADR, QTY 642 11,292 9,161
TESCO PLC SPON ADR NEW, QTY 864 8,379 9,642
TOYOTA INDUSTRIES CORP ADR, QTY 127 7,140 10,310
TREX CO INC, QTY 87 3,728 7,203
TRIPADVISOR INC, QTY 895 14,583 19,269
TYLER TECHNOLOGIES INC, QTY 16 3,504 6,690
U S BANCORP DE NEW, QTY 2497 102,646 108,070
UFP TECHNOLOGIES INC, QTY 87 13,376 14,967
UNITED OVERSEAS BK LTD SPONS ADR, QTY 247 7,572 10,690
UNITED PARCEL SERVICE INC CL B, QTY 285 43,179 44,811
UPM KYMMENE CORP UNSPON ADR, QTY 50 1,611 1,884
VEEVA SYSTEMS INC CL A, QTY 35 7,106 6,738
WATSCO INC CL A, QTY 18 4,883 7,712
WEYERHAEUSER CO *, QTY 2367 64,603 82,301
WH GROUP LTD SPON ADR, QTY 484 7,738 6,246
WINNEBAGO INDUSTRIES INC, QTY 298 14,395 21,718
WPP PLC NEW ADR, QTY 176 9,968 8,370

TY 2023 InvestmentsGovtObligationsSch
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
US Government Securities - End of Year Book Value:

317,056
US Government Securities - End of Year Fair Market Value:

274,119
State & Local Government Securities - End of Year Book Value:


128,367
State & Local Government Securities - End of Year Fair Market Value:


111,675


TY 2023 InvestmentsOtherSchedule2
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK HIGH YIELD BOND CL K, QTY 45871.56 AT COST 349,201 322,936
BLUEROCK TOTAL INCOME PLUS REAL ESTATE CL I, QTY 9004.58 AT COST 244,227 272,209
CLEARBRIDGE LARGE CAP VALUE CL IS, QTY 5496.89 AT COST 204,738 223,229
DIAMOND HILL SHORT DURATION SECURITIZED BOND CL I, QTY 24557.96 AT COST 250,000 237,967
GRANT PARK MULTI ALTERNATIVE STRATEGIES CL I, QTY 25597.27 AT COST 300,000 270,819
ISHARES 0-3 MONTH TREASURY BOND ETF, QTY 272 AT COST 27,282 27,273
ISHARES 0-3 MONTH TREASURY BOND ETF, QTY 51 AT COST 5,115 5,114
LOOMIS SAYLES GROWTH CL Y, QTY 11951.35 AT COST 303,126 277,630
LORD ABBETT SHORT DURATION INCOME CL I, QTY 59382.42 AT COST 250,000 228,622

TY 2023 LegalFeesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 793 793   0


TY 2023 OtherDecreasesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Description Amount
STOCK BASIS ADJUSTMENT 15,030


TY 2023 OtherIncomeSchedule2
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 280 280 280


TY 2023 OtherProfessionalFeesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 92,401 92,401   0


TY 2023 TaxesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 1,990 1,990   0