2025-09-17T08:59:58-07:00 2024-12-31 930956770 Brown & Bakondi CPA Group PC 1165 Molalla Ave Oregon City OR 97045 990PF 2024-01-01 262368990 Jerry & Donna Smith Family Foundation JERR 5036595727 1612 SE Waverly Drive Milwaukie OR 97222 Jerry Smith President 2025-09-17 true Kenneth Bakondi P01461841 5036579447 2024 2025-03-06 01:10:19Z X 1563992 X X 1190 1190 1190 38859 38859 38859 136110 402106 136110 176159 176159 40049 156 78 78 901 451 450 7556 3778 3778 8613 4307 4306 0 62000 62000 70613 4307 4306 62000 105546 171852 35743 6922 33840 33840 8706 141198 141198 49473 49593 932301 806458 1095487 222277 244404 243874 1170206 1275373 1563992 0 X 1170206 1275373 1170206 1275373 1170206 1275373 1170206 105546 1275752 379 1275373 Wells Fargo Advisors P 2021-01-01 2024-12-31 212929 144683 68246 68246 60,000 Fidelity Treasury Port P 2023-10-02 2024-11-25 60000 60000 200 Johnson & Johnson P 2005-11-17 2024-12-12 29227 19727 9500 9500 750 RPM International Inc P 2005-11-02 2024-12-12 99713 41586 58127 58127 Capital Gain Dividends 237 136110 2389 2389 2389 X 134 2523 0 false false false false false false false true true true false false false false true N/A Jerry Smith 5036595727 1612 SE Waverly Drive Milwaukie OR 972227427 false false false false false false false false false false false false false false false false false false false false false false Jerry Smith 1612 SE Waverly Drive Milwaukie OR 97222 President 10.00 0 Donna Smith 1612 SE Waverly Drive Milwaukie OR 97222 Vice President 1.00 0 Christine Smith 8519 SE 19th Street Portland OR 97202 Secretary 10.00 0 Marsha Smith 28 Old Georgetown Road Princeton NJ 08540 Director 1.00 0 NONE NONE 1453862 49847 0 1503709 0 1503709 22556 1481153 74058 74058 2389 2389 71669 71669 71669 62000 62000 71669 40824 62000 40824 0 21176 50493 Jerry Donna Smith Family Foundation 1612 SE Waverly Drive Milwaukie OR 97222 5036595727 Not applicable Not applicable Limitations are at the discretion of the board. Open Heart Open Minds P O Box 4534 Portland OR 97208 None PC Organizational Needs 20000 Open Roads 4110 SE Hawthorne Blvd PMB 268 Portland OR 97214 None PC Organizational Needs 42000 62000 14 1190 14 38859 136110 40049 136110 176159 3 Investment income for foundation donation purposes 4 Investment income for foundation donation purposes 8 Investment income for foundation donation purposes false false false false false false false false false false Johnson & Johnson 40110 63633 RPM International Inc 34655 76912 Teledyne Technologies Inc 89020 99788 Abbvie Inc 47250 53310 Alphabet Inc 47925 94650 Apple Inc 49588 87647 Berkshire Hathaway Inc 46698 67992 Blackstone Group Inc 28337 56037 Crown Castle Inc 27687 18152 Home Depot Inc 47046 58348 U S Utilities ETF 24826 26939 Core Msci Emerging Mkts ETF 16644 18277 JPMorgan Equity ETF 24739 25313 Kinder Morgan Inc 25468 36990 Microsoft Corp 48229 84300 Procter & Gamble Co 49623 57001 United Parcel Service Verizon Communications 50030 51987 Xtrackers Msci Eafe ETF 16773 20700 Kenvue Inc 10566 19877 GE Vernova LLC 40074 39472 Parker-Hannfin Corp 41170 38162 49473 49593 Dodge & Cox Income Fund AT COST 34954 34511 Pimco Income Fund AT COST 34296 35806 Fidelity Treasury Port AT COST 104681 104681 Thornburg Invt Tr Fd AT COST 20060 20052 JP Morgan Hedged Equity Fd AT COST 25059 24455 Fidelity Adv Balanced Calss I AT COST 25354 24369 Return of Capital 379 Advisory Fee 7438 3719 3719 Foreign Taxes 92 46 46 Penalties 26 13 13 Taxes & Licenses 901 451 450