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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$8,013,235
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 78,588 78,588  
4 Dividends and interest from securities... 198,499 198,499  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 459,030
b Gross sales price for all assets on line 6a 2,746,888
7 Capital gain net income (from Part IV, line 2)... 459,030
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)....... 1,866 1,866  
12 Total. Add lines 1 through 11........ 737,983 737,983  
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)......... 2,221 2,221   0
b Accounting fees (attach schedule)....... 10,850 10,850   0
c Other professional fees (attach schedule).... 98,618 98,618   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,281 4,281   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 50 50   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 116,020 116,020   0
25 Contributions, gifts, grants paid....... 395,000 395,000
26 Total expenses and disbursements. Add lines 24 and 25 511,020 116,020   395,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 226,963
b Net investment income (if negative, enter -0-) 621,963
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 131,322 252,437 252,437
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) 445,423 Click to see attachment
List of Attached Documents:
// Content
336,453
281,585
b Investments—corporate stock (attach schedule)....... 3,100,300 Click to see attachment
List of Attached Documents:
// Content
3,491,269
4,318,953
c Investments—corporate bonds (attach schedule)....... 932,518 Click to see attachment
List of Attached Documents:
// Content
719,233
678,989
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 633,864 598,217 510,380
13 Investments—other (attach schedule).......... 1,933,689 Click to see attachment
List of Attached Documents:
// Content
1,992,742
1,970,891
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) 7,177,116 7,390,351 8,013,235
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........... 7,177,116 7,390,351
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)..... 7,177,116 7,390,351
30 Total liabilities and net assets/fund balances (see instructions). 7,177,116 7,390,351
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
7,177,116
2
Enter amount from Part I, line 27a .....................
2
226,963
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,404,079
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
13,728
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,390,351
Form 990-PF (2024)
Form 990-PF (2024)
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 106,952   7,459 99,493
b 2,639,936   2,280,399 359,537
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       99,493
b       359,537
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 2 459,030
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 8,645
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 8,645
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 8,645
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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. 8 120
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 8,765
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
7,972,466
b
Average of monthly cash balances.......................
1b
168,316
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,140,782
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
8,140,782
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
122,112
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,018,670
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
400,934
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
400,934
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,645
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,645
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
392,289
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
392,289
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
392,289
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
395,000
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
395,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 392,289
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 382,097
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 395,000
a Applied to 2023, but not more than line 2a 382,097
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 2024 distributable amount..... 12,903
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
379,386
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 KASEM AT UNIVERSITY OF KANSAS

PO BOX 4664
LAWRENCE,KS66046
NONE PC GENERAL SUPPORT 10,000

CASTING FOR RECOVERY

109 EAST OAK STREET SUITE 1G
BOZEMAN,MT59715
NONE PC GENERAL SUPPORT 10,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
NONE PC GENERAL SUPPORT 10,000

PARKINSON'S FOUNDATION

200 SE 1ST STREET SUITE 800
MIAMI,FL33131
NONE PC GENERAL SUPPORT 150,000

RADFORD SCHOOL

2001 RADFORD STREET
EL PASO,TX79903
NONE PC EDUCATIONAL ASSISTANCE 10,000

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825
NONE PC GENERAL SUPPORT 25,000

THE CHURCH OF ST CLEMENT

810 N CAMPBELL
EL PASO,TX79902
NONE PC GENERAL SUPPORT 10,000

THE SHARING PLACE

1695 EAST 3300 SOUTH
SALT LAKE CITY,UT84106
NONE PC GENERAL SUPPORT 10,000

TROUT UNLIMITED INC

1777 N KENT STREET SUITE 100
ARLINGTON,VA22209
NONE PC GENERAL SUPPORT 10,000

UNIVERSITY OF KANSAS HEALTH SYSTEM (CANCER CENTER)

11300 CORPORATE AVE MAILSTOP 9241
LENEXA,KS66219
NONE PC GENERAL SUPPORT 25,000

EMORY UNIVERSITY SCHOOL OF MEDICINE WINSHIP CANCER INSTITUTE

1762 CLIFTON ROAD SUITE 2400
ATLANTA,GA30322
NONE PC GENERAL SUPPORT 125,000
Total .................................right arrow 3a 395,000
bApproved for future payment

EMORY UNIVERSITY SCHOOL OF MEDICINE WINSHIP CANCER INSTITUTE
1762 CLIFTON ROAD SUITE 2400
ATLANTA,GA30322
NONE PC GENERAL SUPPORT 375,000
Total ................................. right arrow 3b 375,000
Form 990-PF (2024)
Form 990-PF (2024)
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 78,588  
4 Dividends and interest from securities ....     14 198,499  
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 .....     01 1,866  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 459,030  
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) .. 0 737,983 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
737,983
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,850 10,850   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Name of Bond End of Year Book Value End of Year Fair Market Value
AIRCASTLE 4.25 061526, QTY 15000 14,385 14,809
AMERN TOWER 4.05 031532, QTY 17000 16,233 15,761
AMGEN INC 5.6 030243, QTY 15000 15,762 14,585
ANHEUSERBUSCH 3.5 060130, QTY 16000 14,741 14,997
BAC SR NT 4.33 031550, QTY 18000 21,154 14,721
BANK NY MELLON CORP NON CUML DEP SHS 1/100TH SER H FXD/VAR PERPTL, QTY 16000 15,266 15,520
BROADCOM 4.55 021532, QTY 16000 15,958 15,477
CAMPBELL SOUP 2.375 042430, QTY 18000 14,855 15,754
CHENIERE CORP 3.7 111529, QTY 17000 15,786 15,955
CITIGROUP 3.98 032030, QTY 16000 15,334 15,260
COMCAST CORP 4.15 101528, QTY 15000 16,577 14,631
COMMONSPIRIT3.347 100129, QTY 16000 16,000 14,903
CROWN CASTLE 4.3 021529, QTY 15000 15,668 14,513
DCP MIDSTREAM 5.625 071527, QTY 16000 15,951 16,216
DELL INTL 6.2 071530, QTY 14000 16,234 14,669
DIAMONDBACK 6.25 031533, QTY 14000 14,083 14,611
DUKE ENERGY 2.55 061531, QTY 18000 15,939 15,385
ENERGY TRANSF 4.2 041527, QTY 13000 13,552 12,818
ENERGY TRANSF 6.1 120128, QTY 2000 2,125 2,078
EQUINIX INC 3.2 111829, QTY 17000 15,496 15,629
GENL MTRS 5.8 062328, QTY 15000 14,692 15,302
HONDA AUTO RECS OWNER TR 24-1 A 5.21 081528, QTY 15000 15,080 15,151
HUNTINGTON 5.709 020235, QTY 15000 15,257 14,958
JOHN DEERE OWNER TR 22-AA4 2.49 011529, QTY 16000 15,356 15,753
JPM NOTE 6.254 102334, QTY 13000 13,749 13,751
JPM NT 1.47 092227, QTY 17000 15,087 16,079
KINDER MORGAN 5.2 060133, QTY 16000 15,596 15,642
KYNDRYL HLDGS3.15 101531, QTY 18000 15,632 15,585
L3HARRIS TECH5.05 060129, QTY 15000 14,895 15,018
METLIFE INC NON CUML PFD SER G FXD/VAR PERPETUAL, QTY 16000 15,982 15,660
MICROSOFT CO2.525 060150, QTY 23000 22,414 14,160
MORGAN STANLEY SR NT 4.431 012330, QTY 16000 15,904 15,592
NETFLIX INC 5.875 111528, QTY 14000 14,146 14,451
NORTHERN STS PWR CO 2.9 030150, QTY 22000 20,935 14,174
OCCIDENTAL 6.375 090128, QTY 14000 14,196 14,438
PARKER HANNI 3.25 061429, QTY 16000 16,178 14,919
PNC FINL 5.068 012434, QTY 15000 14,358 14,604
ROPER TECHS 4.75 021532, QTY 16000 16,018 15,575
SCHWAB CHARLES CORP DEP SHS REP 1/100TH NONCUML SER G PFD PERPTL FXD/VAR, QT 14,947 14,888
T-MOBLIE USA 5.15 041534, QTY 15000 15,011 14,734
TRUIST FINL 5.867 060834, QTY 15000 15,298 15,285
UNITED AIRLINES 24-1AA 5.45 081538, QTY 15000 15,094 14,949
VERIZON MSTR TR 23-5 A1 5.61 090828, QTY 15000 15,034 15,124
VERIZON MSTR TR 23-4A1A 5.16 062029, QTY 15000 14,987 15,142
WALMART NT 4.05 062948, QTY 19000 21,623 15,577
WELLS FARGO 5.013 040451, QTY 16000 20,665 14,186

TY 2024 InvestmentsCorpStockSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC, QTY 50 5,856 5,884
AIR PRODUCTS & CHEMICALS INC, QTY 420 132,911 121,817
ALLIANZ SE ADR, QTY 395 6,803 12,063
ALTUS GROUP LTD, QTY 326 12,745 12,681
AMERICAN OUTDOOR BRANDS INC, QTY 1192 25,393 18,166
ANALOG DEVICES INC, QTY 580 75,835 123,227
AZEK COMPANY INC CL A, QTY 399 6,575 18,941
BALDWIN INSURANCE GROUP INC CL A, QTY 491 6,175 19,031
BANCO SANTANDER S A ADR, QTY 2465 7,150 11,240
BIO-TECHNE CORP, QTY 60 4,639 4,322
BJS WHOLESALE CLUB HOLDINGS INC, QTY 68 4,769 6,076
BOUYGUES SA ADR, QTY 1242 7,938 7,278
BP PLC SPON ADR, QTY 274 7,960 8,099
BRITISH AMERN TOBACCO PLC SPONS ADR 25P, QTY 190 7,138 6,901
BROADRIDGE FINANCIAL SOLUTIONS INC, QTY 30 3,965 6,783
BROOKFIELD ASSET MGMT LTD CL A LTD VTG SHARES, QTY 2529 133,811 137,047
BROWN & BROWN INC, QTY 143 4,954 14,589
BURLINGTON STORES INC, QTY 22 4,336 6,271
BWX TECHNOLOGIES INC, QTY 33 3,263 3,676
CANNAE HOLDINGS INC, QTY 541 16,076 10,744
CASEYS GENL STORES INC, QTY 15 5,705 5,943
CAVCO INDS INC DEL, QTY 54 15,884 24,096
CDW CORP, QTY 31 3,447 5,395
CHEVRON CORP, QTY 893 116,895 129,342
CHUBB LTD, QTY 459 70,607 126,822
CHURCHILL DOWNS INC, QTY 48 6,380 6,410
CISCO SYSTEMS INC, QTY 2395 119,259 141,784
CK HUTCHISON HOLDINGS LTD UNSPON ADR, QTY 1285 10,420 6,823
CLOROX COMPANY, QTY 843 117,079 136,912
COLGATE-PALMOLIVE COMPANY, QTY 1393 112,978 126,638
CONMED CORP, QTY 252 16,068 17,247
CONTINENTAL AG SPONSORED ADR, QTY 694 6,743 4,587
COPART INC, QTY 95 2,140 5,452
CORE LABORATORIES INC, QTY 588 16,099 10,178
COSTAR GROUP INC, QTY 78 5,351 5,584
DATADOG INC CL A, QTY 38 4,716 5,429
DESCARTES SYSTEMS GROUP INC, QTY 41 3,137 4,658
DEUTSCHE POST AG SPON ADR, QTY 291 12,248 10,156
DEXCOM INC, QTY 51 1,954 3,966
DIAGEO PLC SPON ADR, QTY 996 131,290 126,621
DIAMONDBACK ENERGY INC, QTY 29 3,732 4,751
DOW INC, QTY 2684 134,865 107,709
DR HORTON INC, QTY 23 1,008 3,216
DUTCH BROS INC CL A, QTY 103 3,396 5,395
DYNATRACE INC, QTY 74 3,589 4,022
EDGEWELL PERSONAL CARE CO, QTY 455 11,885 15,288
ENEL SOCIETA PER AZIONI ADR, QTY 1869 8,920 13,233
ENOVIS CORP, QTY 383 15,297 16,806
ENTERGY CORP, QTY 1962 111,817 148,759
EPAM SYSTEMS INC, QTY 29 5,985 6,781
EQUIFAX INC, QTY 25 5,157 6,371
FASTENAL CO, QTY 84 2,685 6,040
FERGUSON ENTERPRISES INC, QTY 27 3,982 4,686
FIDELITY NATIONAL FINANCIAL INC FNF GROUP COM, QTY 2210 81,510 124,069
FLOOR & DECOR HOLDINGS INC CL A, QTY 36 2,696 3,589
FUJIFILM HOLDINGS CORP ADR, QTY 942 6,742 9,731
FUJITSU LTD ADR 5, QTY 644 8,983 11,309
GATES INDUSTRIAL CORP PLC, QTY 1256 14,056 25,836
GILEAD SCIENCES INC, QTY 1503 115,442 138,832
GLOBANT S A, QTY 33 6,430 7,076
GRACO INC, QTY 71 3,584 5,985
GSK PLC SPON ADR, QTY 354 12,824 11,972
HAGERTY INC CL A, QTY 1634 14,349 15,768
HAYWARD HOLDINGS INC, QTY 1078 12,310 16,483
HEALTHCARE SVCS GROUP, QTY 635 14,440 7,376
HEICO CORP, QTY 20 2,101 4,755
HITACHI LTD ADR 10 COM, QTY 202 4,094 9,991
HOME DEPOT INC, QTY 330 98,788 128,367
HONDA MOTOR LTD ADR REPSTG 3 ORD, QTY 231 6,025 6,595
HUBSPOT INC, QTY 7 5,019 4,877
I3 VERTICALS INC, QTY 498 11,118 11,474
ICON PLC, QTY 17 2,590 3,565
IDEX CORP, QTY 25 4,415 5,232
IDEXX LABORATORIES INC, QTY 11 3,037 4,548
IMPERIAL BRANDS PLC SPONSORED ADR, QTY 350 7,567 11,218
INGERSOLL RAND INC, QTY 68 3,221 6,151
INSULET CORP, QTY 29 3,409 7,571
J & J SNACK FOODS CORP, QTY 109 13,702 16,909
JACK HENRY & ASSOCIATES INC, QTY 32 5,056 5,610
JBT MAREL CORP, QTY 166 18,962 21,099
KAO CORP ADR REPSTG 1/5TH COM, QTY 835 6,302 6,747
KDDI CORP ADR, QTY 494 8,139 7,850
KERING S A ADR, QTY 263 10,635 6,478
KINDER MORGAN INC DE, QTY 5361 100,766 146,891
KINSALE CAPITAL GROUP INC, QTY 14 4,264 6,512
KONINKLIJKE AHOLD DELHAIZE N V SPON ADR NEW, QTY 212 6,629 6,909
KONINKLIJKE PHILIPS N V SPON ADR, QTY 398 5,767 10,077
LAMB WESTON HLDGS INC, QTY 65 4,607 4,344
LENNOX INTL INC, QTY 7 3,357 4,265
LLOYDS BANKING GROUP PLC SPONSORED ADR, QTY 4037 9,795 10,981
LOCKHEED MARTIN CORP, QTY 238 88,037 115,654
MANHATTAN ASSOCIATES INC, QTY 25 6,142 6,756
MARKETAXESS HOLDINGS INC, QTY 18 5,589 4,069
MARTEN TRANSPORT LTD, QTY 690 10,808 10,771
MICROCHIP TECHNOLOGY INC, QTY 36 3,382 2,065
MITSUBISHI ELEC CORP ADR, QTY 281 7,338 9,522
MONDI PLC ADR, QTY 158 8,521 4,650
MONOLITHIC POWER SYSTEM INC, QTY 11 2,891 6,509
MORNINGSTAR INC, QTY 79 11,673 26,604
MOVADO GROUP INC, QTY 865 18,553 17,023
MSCI INC CLASS A, QTY 12 5,028 7,200
NESTLE S A SPON ADR REPSTG REG SHS, QTY 57 5,261 4,657
NORTHERN TRUST CORP, QTY 1320 105,308 135,300
NOVARTIS AG SPON ADR, QTY 55 3,691 5,352
PAYCHEX INC, QTY 955 78,558 133,910
PENUMBRA INC, QTY 27 5,691 6,412
PEPSICO INC, QTY 774 107,736 117,694
POOL CORP, QTY 12 2,299 4,091
PROGRESSIVE CORP OH, QTY 545 29,754 130,587
PTC INC, QTY 37 2,793 6,803
PURE STORAGE INC CL A, QTY 52 3,337 3,194
RAYMOND JAMES FINANCIAL INC, QTY 37 4,494 5,747
RBC BEARINGS INC, QTY 49 7,592 14,658
REPLIGEN CORP, QTY 32 3,971 4,606
RESMED INC, QTY 15 2,369 3,430
ROCHE HOLDING LIMITED SPONSORED ADR, QTY 110 3,755 3,837
ROLLINS INC, QTY 120 5,748 5,562
SANFILIPPO JOHN B & SON INC, QTY 151 16,443 13,154
SANOFI SPON ADR, QTY 188 7,735 9,067
SAPIENS INTL CORP N V, QTY 556 15,533 14,940
SECOM LTD ADR, QTY 804 6,753 6,738
SHELL PLC SPONSORED ADR REPSTG ORD SHS, QTY 148 4,945 9,272
SHIFT4 PAYMENTS INC CL A, QTY 32 2,309 3,321
SINGAPORE TELECOMMUNICATIONS LTD SPONSORED ADR NEW 2006, QTY 258 6,342 5,813
SJW GROUP, QTY 183 11,626 9,007
SNAM S P A ADR, QTY 1181 12,297 10,416
SNAP ON INC, QTY 405 70,280 137,489
SONY GROUP CORP ADR, QTY 584 8,086 12,357
SOUTHERN COMPANY, QTY 1443 89,650 118,788
SPECTRUM BRANDS HOLDINGS INC, QTY 234 13,135 19,771
SSE PLC SPON ADR, QTY 509 8,773 10,144
STEWART INFO SVCS CORP, QTY 301 12,758 20,314
TESCO PLC SPON ADR, QTY 186 1,606 2,608
TEXAS ROADHOUSE INC CLASS A, QTY 28 4,800 5,052
TOYOTA INDUSTRIES CORP ADR, QTY 95 5,207 7,713
TREX CO INC, QTY 73 3,109 5,039
TRIPADVISOR INC, QTY 1181 18,428 17,443
TYLER TECHNOLOGIES INC, QTY 11 2,409 6,343
U S BANCORP DE, QTY 2768 115,731 132,393
UFP TECHNOLOGIES INC, QTY 57 8,590 13,937
UNITED OVERSEAS BK LTD SPONS ADR, QTY 227 6,801 12,108
UNITED PARCEL SERVICE INC CL B, QTY 971 143,047 122,442
UPM KYMMENE CORP UNSPON ADR, QTY 50 1,611 1,382
VALVOLINE INC, QTY 208 8,128 7,525
VEEVA SYSTEMS INC CL A, QTY 25 5,061 5,256
VERTIV HOLDINGS LLC CL A, QTY 45 3,864 5,112
VINCI S A ADR, QTY 260 7,625 6,674
WEC ENERGY GROUP INC, QTY 1024 81,328 96,297
WH GROUP LTD SPON ADR, QTY 484 7,737 7,449
WINNEBAGO INDUSTRIES INC, QTY 298 14,394 14,238
WPP PLC ADR, QTY 139 7,677 7,145
ZEBRA TECHNOLOGIES CORP CL A, QTY 17 5,391 6,565

TY 2024 InvestmentsGovtObligationsSch
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
US Government Securities - End of Year Book Value:

281,704
US Government Securities - End of Year Fair Market Value:

237,517
State & Local Government Securities - End of Year Book Value:


54,749
State & Local Government Securities - End of Year Fair Market Value:


44,068


TY 2024 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 CL K, QTY 45871.56 AT COST 349,054 325,688
BLUEROCK TOTAL INCOME PLUS REAL ESTATE CL I, QTY 9004.58 AT COST 232,247 241,233
DIAMOND HILL SHORT DURATION SECURITIZED BOND CL I, QTY 24557.96 AT COST 250,000 244,352
GRANT PARK MULTI ALTERNATIVE STRATEGIES CL I, QTY 25597.27 AT COST 300,000 269,027
LOOMIS SAYLES GROWTH CL Y, QTY 12621.01 AT COST 323,143 373,077
LORD ABBETT SHORT DURATION INCOME CL I, QTY 59382.42 AT COST 250,000 229,216
VANGUARD CASH RESERVES FEDL MONEY MARKET ADMIRAL CL, QTY 288297.9 AT COST 288,298 288,298

TY 2024 LegalFeesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,221 2,221   0


TY 2024 OtherDecreasesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Description Amount
STOCK BASIS ADJUSTMENT 13,728


TY 2024 OtherExpensesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WIRE FEES 50 50   0


TY 2024 OtherIncomeSchedule2
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
IRS TAX REFUND 1,866 1,866 1,866


TY 2024 OtherProfessionalFeesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 98,618 98,618   0


TY 2024 TaxesSchedule
Name:
KRUPP SMITH FAMILY FOUNDATION
EIN:
74-1562995
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 2,025 2,025   0
EXCISE TAX 2,256 2,256   0