2025-03-28T11:39:42-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2024-01-01 236238148 THE SMITH FOUNDATION AKA THE HOXIE HARRISON SMITH FOUNDATION SMIT 6109703080 PO BOX 665 DOWNINGTOWN PA 19335 CHARLES P BARBER PRESIDENT 6109703080 2025-03-04 1 1 CONNIE M LIRA P00481097 2156433900 2025-03-04 2024 2025-03-06 01:10:19Z X 12608433 X X 295896 295896 949249 2022054 949249 1245145 1245145 6300 0 6300 4121 0 4121 1840 0 1840 1872 880 0 3812 0 3812 1913 0 1913 8919 0 8919 28777 880 26905 599500 599500 628277 880 626405 616868 1244265 4063 12966 12966 1210092 1197653 1197653 5796553 6416957 11397814 7010708 7627576 12608433 0 0 X 7010708 7627576 7010708 7627576 7010708 7627576 7010708 616868 0 7627576 0 7627576 PUBLICLY TRADED SECURITIES 1816165 1072805 743360 743360 CAPITAL GAINS DIVIDENDS P 205889 205889 205889 949249 17295 0 17295 0 17295 6200 0 0 0 6200 0 11095 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A KENNETH M DETREUX 6109703080 PO BOX 665 DOWNINGTOWN PA 19335 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES P BARBER PO BOX 665 DOWNINGTOWN PA 19335 PRESIDENT 1.00 700 0 0 WILLIAM W HEILIG PO BOX 665 DOWNINGTOWN PA 19335 VICE PRESIDENT 1.00 0 0 0 MARK T LEDGER PO BOX 665 DOWNINGTOWN PA 19335 VICE PRESIDENT TO MAY 2024 1.00 700 0 0 LEE E DANEY PO BOX 665 DOWNINGTOWN PA 19335 ASSISTANT SECRETARY 1.00 700 0 0 KENNETH L BRIER PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 KENNETH M DETREUX PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 ROBERT B MURRAY PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 PAUL F PUGH PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 CHARLIE SHIELDS PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 JACK T TOMARCHIO PO BOX 665 DOWNINGTOWN PA 19335 BOARD MEMBER 1.00 700 0 0 NONE 0 NONE 0 0 11448628 1239060 0 12687688 0 0 12687688 190315 12497373 624869 624869 17295 17295 607574 0 607574 0 607574 626405 0 626405 607574 0 0 71082 28517 32434 50513 42055 224601 626405 0 0 0 607574 18831 0 0 243432 0 0 0 0 0 0 71082 172350 28517 32434 50513 42055 18831 KENNETH M DETREUX PO BOX 665 DOWNINGTOWN PA 19335 6109703080 REQUESTS SHOULD BE SUBMITTED IN LETTER FORMAT AND SHOULD INCLUDE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS. BEFORE AUGUST 31ST OF EACH YEAR APPLICATIONS WILL ONLY BE ACCEPTED FROM 501(C)(3) PUBLIC CHARITIES THAT ARE LOCATED IN PHILADELPHIA AND ITS SURROUNDING FOUR COUNTIES. ACHIEVEABILITY 5901 MARKET STREET SUITE 410 PHILADELPHIA PA 19139 PC COMPREHENSIVE FAMILY SELF-SUFFICIENCY PROGRAM 12000 BAKER INDUSTRIES 184 PENNSYLVANIA AVENUE MALVERN PA 193552864 PC OPERATING EXPENSES 12000 BETHESDA PROJECT 1630 SOUTH STREET PHILADELPHIA PA 19146 PC OPERATING EXPENSES 22000 BOY SCOUTS OF AMERICA CHESTER COUNTY COUNCIL 1 SCOUTING WAY EXTON PA 19341 PC OPERATING EXPENSES 10000 CARE CENTER FOUNDATION 127-129 S MATLACK STREET WEST CHESTER PA 19382 PC OPERATING EXPENSES 13000 CHESTER COUNTY FUTURES 50 S 1ST AVENUE SUITE 105 COATESVILLE PA 19320 PC PASSPORT TO COLLEGE PROGRAM 13000 CITYTEAM CHESTER 634 SPROUL ROAD CHESTER PA 19013 PC OPERATING EXPENSES 13000 COMMUNITY VOLUNTEERS IN MEDICINE 300B LAWRENCE DRIVE WEST CHESTER PA 193804263 PC OPERATING EXPENSES 12000 CRADLES TO CRAYONS PHILADELPHIA PO BOX 411134 BOSTON MA 022411125 PC OPERATING EXPENSES 12000 DREXEL UNIVERSITY PO BOX 8215 PHILADELPHIA PA 191019684 PC SUPPORT CADET SCHOLARSHIP AWARDS PROGRAM 7000 ENTREPRENEUR WORKS 1617 JFK BLVD SUITE 1506 PHILADELPHIA PA 19103 PC OPERATING EXPENSES 12000 FACE TO FACE 123 E PRICE STREET PHILADELPHIA PA 19144 PC OPERATING EXPENSES 12000 FAMILY SERVICE OF CHESTER COUNTY 310 N MATLACK STREET WEST CHESTER PA 193802620 PC OPERATING EXPENSES 10000 FINAL FAREWELL 201 YORK ROAD JENKINTOWN PA 19046 PC OPERATING EXPENSES 5000 FRIENDS HOME IN KENNETT SQUARE 147 W STATE STREET KENNETT SQUARE PA 19348 PC ROOF REPAIR MAIN BUILDING 12000 GOOD WORKS INC PO BOX 1441 COATESVILLE PA 19320 PC REPAIR SUBSTANDARD HOUSING 13000 HANDI-CRAFTERS INC 215 BARLEY SHEAF ROAD PO BOX 72646 THORNDALE PA 19372 PC VOCATIONAL DEVELOPMENT WORK CENTER PROGRAM 12000 INTEGRATE FOR GOOD 3238 W GERMANTOWN PIKE SUITE B NORRISTOWN PA 19403 PC OPERATING EXPENSES 5000 MEALS ON WHEELS OF CENTRAL BUCKS COUNTY 700 N SHADY RETREAT ROAD DOYLESTOWN PA 18901 PC OPERATING EXPENSES 10000 MELMARK 2600 WAYLAND ROAD BERWYN PA 193122307 PC OPERATING EXPENSES FOR ADULTS 5000 MEN'S CENTER FOR GROWTH AND CHANGE 1601 WALNUT STREET SUITE 1017 PHILADELPHIA PA 19102 PC OPERATING EXPENSES 10000 MERCY CAREER & TECHNICAL HIGH SCHOOL 2900 W HUNTING PARK AVENUE PHILADELPHIA PA 191291803 PC SUPPORT SCHOLARSHIP AWARDS PROGRAM 12000 MIGHTY WRITERS 12 CHURCH STREET PHILADELPHIA PA 19144 PC LITERACY & FOOD PROGRAM FOR THE KENNETT SQUARE AREA 5000 MILITARY ORDER OF WORLD WARS 1528 BRIAN DRIVE WEST CHESTER PA 19380 PC SUPPORT SCHOLARSHIP AWARDS PROGRAM 9000 MUSICOPIA INC 1700 MARKET STREET SUITE 1005 PHILADELPHIA PA 19103 PC MUSIC EDUCATION PROGRAMS IN CHESTER 12000 NET TREATMENT SERVICES 7520 STATE ROAD SUITE E PHILADELPHIA PA 19136 PC EMERGENCY FAMILY FUND 13000 NEW HORIZONS SENIOR CENTER 206 PRICE AVENUE PO BOX 85 NARBERTH PA 19072 PC OPERATING EXPENSES 12000 ORION COMMUNITIES OF PHOENIXVILLE 237 BRIDGE STREET PHOENIXVILLE PA 19460 PC COMMUNITY EMERGENCY FUND 12000 PENNSYLVANIA COLLEGE OF OPTOMETRY 8360 OLD YORK ROAD ELKINS PARK PA 190271516 PC SPECIAL NEEDS VISION IMPAIRMENT (SPARC) 7500 PENNSYLVANIA SCHOOL FOR THE DEAF 100 W SCHOOL HOUSE LANE PHILADELPHIA PA 19144 PC OPERATING EXPENSES 13000 PHOENIXVILLE AREA SENIOR CENTER 153 CHURCH STREET PHOENIXVILLE PA 19460 PC OPERATING EXPENSES 5000 PHOENIXVILLE FREE CLINIC 143 CHURCH STREET PHOENIXVILLE PA 19460 PC OPERATING EXPENSES 7000 SALVATION ARMY PO BOX 308 533 SWEDE STREET NORRISTOWN PA 194040308 PC OPERATING EXPENSES 12000 SENIOR COMMUNITY SERVICES 600 SWARTHMORE AVENUE FOLSOM PA 19033 PC COGNITIVE STIMULATION KIT PROGRAM 10000 SPECIAL OLYMPICS PENNSYLVANIA 2570 BLVD OF THE GENERALS SUITE 124 NORRISTOWN PA 194033675 PC UNIFIED CHAMPION SCHOOLS (UCS) PROGRAM 10000 SQUASHSMARTS INC CO THE LENFEST CENTER 3890 N 10TH STREET PHILADELPHIA PA 19140 PC OPERATING EXPENSES 12000 SUPPORT CENTER FOR CHILD ADVOCATES 1617 JFK BLVD SUITE 1200 PHILADELPHIA PA 19103 PC YES PROGRAM 12000 SURREY SERVICES FOR SENIORS 60 SURREY WAY DEVON PA 19333 PC FOOD SECURITY FOR SENIORS 11000 TECH IMPACT 100 N 18TH STREET SUITE 410 PHILADELPHIA PA 19103 PC SUPPORT IT WORKS 12000 THE ACADEMY OF NATURAL SCIENCES 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 191031101 PC SUPPORT WOMEN IN NATURAL SCIENCES (WINS) 10000 THE ARC OF CHESTER COUNTY 900 LAWRENCE DRIVE WEST CHESTER PA 19380 PC ADVOCACY PROGRAM 13000 THE CAMPHILL SCHOOL 1784 FAIRVIEW ROAD GLENMOORE PA 193432624 PC SUPPORT FINANCIAL ASSISTANCE TO RESIDENTS 12000 THE CITY SCHOOL PO BOX 8026 PHILADELPHIA PA 19101 PC SUPPORT SCHOLARSHIP PROGRAM 12000 THE FOOD TRUST ONE PENN CENTER 1617 JFK BLVD SUITE 900 PHILADELPHIA PA 19103 PC EDUCATION OF YOUTH IN FARM TO SCHOOL ACTIVITIES 10000 THE FRANKLIN INSTITUTE 222 N 20TH STREET PHILADELPHIA PA 19103 PC SUPPORT PACTS AND STEM PROGRAMS 12000 TRELLIS FOR TOMORROW 35 HALL STREET SUITE 302 PHOENIXVILLE PA 19460 PC SEED SKILLS PROGRAM 12000 UNITED SERVICES ORGANIZATIONS (USO) 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 PC PROGRAM EXPENSES AT THE PHILADELPHIA AIRPORT 12000 VALLEY FORGE MILITARY ACADEMY 1001 EAGLE ROAD WAYNE PA 190873695 PC SUPPORT TWO SCHOLARSHIP AWARDS 7000 VETERANS MULTI-SERVICE CENTER 213-217 N 4TH STREET PHILADELPHIA PA 191061801 PC ESSENTIALS FOR VETERANS IN THE FOUR COUNTY AREA 12000 VILLANOVA UNIVERSITY 800 LANCASTER AVENUE VILLANOVA PA 19085 PC SUPPORT TWO MIDSHIPMEN SCHOLARSHIP AWARDS 7000 WAGNER FREE INSTITUTE OF SCIENCE 1700 W MONTGOMERY AVENUE PHILADELPHIA PA 191213227 PC OPERATING EXPENSES 13000 WASHINGTON CROSSING FOUNDATION 6934 N RADCLIFFE STREET PO BOX 500 BRISTOL PA 19007 PC SUPPORT TWO SCHOLARSHIP AWARDS 7000 WEST CHESTER AREA SENIOR CENTER 530 E UNION STREET WEST CHESTER PA 19382 PC OPERATING EXPENSES 13000 WEST CHESTER UNIVERSITY FOUNDATIONROTC 202 CARTER DRIVE WEST CHESTER PA 19382 PC SUPPORT TWO SCHOLARSHIP AWARDS 7000 WILLIAMSON COLLEGE OF THE TRADES 106 S NEW MIDDLETOWN ROAD MEDIA PA 190635299 PC LANDSCAPE HORTICULTURAL CONSTRUCTION PROGRAM 10000 WOMEN'S RESOURCE CENTER PO BOX 596 113 W WAYNE AVENUE WAYNE PA 19087 PC GIRLS LEAD PROGRAM 12000 599500 0 14 295896 18 949249 0 1245145 0 1245145 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4121 0 4121 APPLE INC, 1,200.000 SH 17575 300504 CATERPILLAR INC, 400.000 SH 45984 145104 CHEVERON CORP COM, 1,000.000 SH 65020 144840 CUMMINS INC, 400.000 SH 59411 139440 FREEPORT MORGAN, 2,700.000 SH 18244 102816 HSBC HOLDINGS PLC, 1,208.000 SH 63763 59748 INTEL CORP COM, 1,400.000 SH 31458 28070 INVESCO S&P 500 EQUAL WEIGHT ETF, 2,400.000 SH 394128 420552 JP MORGAN CHASE, 1,000.000 SH 43166 239710 L3HARRIS TECHNOLOGIES INC, 520.000 SH 26846 109346 LAM RESEARCH CORP, 750.000 SH 41250 54172 MICROSOFT CORP, 400.000 SH 102339 168600 OAKMARK FUND, 12,495.032 SH 629625 1901119 QUALCOMM INC, 300.000 SH 45600 46086 ROYCE MICRO CAP TR INC, 22,768.387 SH 228091 221992 ROYCE SMALLER COMPANIES GROWTH SERVICE, 21,611.055 SH 212033 164244 RTX CORP, 400.000 SH 15626 46288 THERMO FISHER SCIENTIFIC INC, 110.000 SH 55000 57225 VANGUARD 500 INDEX FUND ADM, 3,378.143 SH 318346 1833521 VANGUARD HEALTH CARE FUND ADM, 10,454.305 SH 757360 803831 VANGUARD HIGH-YIELD CORP FUND ADM, 137,372.126 SH 800551 744557 VANGUARD INTER-TERM INVEST-GR ADM, 67,444.181 SH 552046 577322 VANGUARD PRIMECAP FUND ADMIRAL, 11,542.729 SH 930201 1920025 VANGUARD SHORT-TERM INV GR ADM, 76,527.998 SH 811034 789004 WALMART STORES INC, 3,000.000 SH 49684 271050 WISDOMTREE INDIA EARNINGS ETF, 2,400.000 SH 102576 108648 OFFICE EXPENSES 8919 0 8919 ADMINISTRATIVE ASSISTANCE 1840 0 1840 FOREIGN TAXES 880 880 0 990-PF FEDERAL EXCISE TAX 992 0 0