DEAN E & CLETA J SMITH CHARITABLE FUND
https://N/A
$602K
Total Assets (2022)
N/A
Total Giving (2022)
0
Grants on File (2021–2023)
N/A
Avg Grant Size
About
THIS FOUNDATION IS TO TERMINATE 20 YEARS FOLLOWING THE DATE OF THE TRUSTOR'S (CLETA J. SMITH) DEATH. THAT WOULD BE IN 2023. THIS FOUNDATION USED AN APRIL 30 YEAR END WITH ITS FORM 990-PF BEING DUE ON SEPTEMBER 15 EACH YEAR. ALTHOUGH A FORMAL LIQUIDATION PLAN WAS NOT ADOPTED, THE FOUNDATION BEGAN LIQUIDATING ASSETS IN THEIR TAX YEAR ENDED APRIL 30, 2023. LIQUIDATION OF THE FOUNDATION WAS COMPLETED BY NOVEMBER 15, 2023. PART XIV CONTAINS A LIST OF THE NAME AND ADDRESS OF ALL RECIPIENTS OF CASH DISTRIBUTIONS DURING THE FINAL TAX YEAR (5/1/2023 - 11-15/2023) FOR REGULAR REQUIRED DISTRIBUTIONS AND FOR THE FINAL LIQUIDATING DISTRIBUTION. ONLY CASH DISTRIBUTIONS WERE MADE TO LIQUIDATE THE FOUNDATION.
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
CHARITABLE FOUNDATIONS FIRST OPTION
Phone
9132943811
Deadlines
REQUESTS MUST BE RECEIVED BEFORE MARCH 1 EACH YEAR TO BE CONSIDERED.
How to Apply
APPLICATION AND GUIDELINES ARE AVAILABLE AT: WWW.FIRSTOPTIONBANK.COM/ ABOUT-US/TRUSTEED-FOUNDATIONS/APPLICATION-GUIDELINES/
Restrictions
MUST BE 501(C)(3) ENTITY TO APPLY
Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | N/A | $705K | $54K | N/A |
| 2022 | N/A | $602K | $44K | N/A |
| 2023 | N/A | $0 | $3K | N/A |
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| FIRST OPTION BANK | TRUSTEE | $7K |
Grants Awarded (0 total)
| Recipient | Location | Amount | Purpose | Year |
|---|