2026-04-23T07:15:38-07:00 2023-12-31 814693463 Iron Creek Advisors 1165 Molalla Ave Oregon City OR 97045 990PF 2023-01-01 262368990 Jerry & Donna Smith Family Foundation JERR 5036595727 1612 SE Waverly Drive Milwaukie OR 97222 Jerry Smith President 2026-04-23 true Kenneth Bakondi P01461841 5036579447 2023 2025-03-06 01:10:19Z X 1450818 X X 3974 3974 3974 31292 31292 31292 -4789 75785 30477 35266 35266 58000 29000 29000 1925 962 962 962 20 10 10 10 279 191 191 88 6221 7107 7107 66445 37270 37270 1060 84000 84000 150445 37270 37270 85060 -119968 0 43180 6922 6922 149815 8706 8706 73354 933284 932301 1211518 90541 222277 223672 1290174 1170206 1450818 0 X 1290174 1170206 1290174 1170206 1290174 1170206 1290174 -119968 1170206 1170206 Wells Fargo Advisors P 2023-01-01 2023-12-31 55767 60565 -4798 -4798 20,000 Fidelity Treasury Port P 2023-10-02 2023-11-27 20000 20000 0.7584 Kenvue Inc P 2013-12-12 2023-08-24 18 9 9 9 -4789 -4798 0 0 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 58000 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 1259118 175615 0 1434733 0 1434733 21521 1413212 70661 70661 70661 70661 70661 85060 85060 70661 55223 85060 55223 0 29837 40824 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. Audobon Society of Portland 5151 NW Cornell Road Portland OR 97210 None PC Organizational Needs 2000 Chamber Music NW 1201 SW 12th Avenue 420 Portland OR 97205 None PC Organizational Needs 4000 Children's Center of Clackamas 1713 Penn Lane Oregon City OR 97045 None PC Organizational Needs 2000 Doctors Without Borders 40 Rector Street 16th Floor New York NY 10006 None PC Organizational Needs 2000 Friends of Historic Columbia River P O Box 50 Bridal Veil OR 97010 None PC Organizational Needs 6000 Friends of the Columbia Gorge 333 SW 5th Avenue 300 Portland OR 97204 None PC Organizational Needs 2000 Open Heart Open Minds P O Box 4534 Portland OR 97208 None PC Organizational Needs 10000 Open Roads 4110 SE Hawthorne Blvd PMB 268 Portland OR 97214 None PC Organizational Needs 40000 Oregon Food Bank 7900 NE 33rd Drive Portland OR 97211 None PC Organizational Needs 4000 PEO Program for Continuing Educatio 3700 Grand Avenue Des Moines IA 50312 None PC Organizational Needs 4000 Reed College 3203 SE Woodstock Blvd Portland OR 97202 None PC Organizational Needs 2000 Snow Cap Community Charities P O Box 160 Fairview OR 97024 None PC Organizational Needs 6000 84000 14 3974 14 31292 -4789 35266 -4789 30477 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 Accounting Fees 1925 962 962 962 Johnson & Johnson 87195 138558 RPM International Inc 121985 245586 Teledyne Technologies Inc 89020 95952 Abbvie Inc 47250 46491 Alphabet Inc 47925 69845 Apple Inc 49588 67386 Berkshire Hathaway Inc 46698 53499 Blackstone Group Inc 50134 75279 Crown Castle Inc 27579 23038 Home Depot Inc 47046 51982 U S Utilities ETF 24826 22380 Core Msci Emerging Mkts ETF 16644 17703 JPMorgan Equity ETF 24739 24191 Kinder Morgan Inc 25468 23814 Microsoft Corp 48229 75208 Procter & Gamble Co 49623 49824 United Parcel Service 50982 43238 Verizon Communications 50031 49010 Xtrackers Msci Eafe ETF 16773 18490 Kenvue Inc 10566 20044 Dodge & Cox Income Fund AT COST 33528 33747 Pimco Income Fund AT COST 32265 33441 Fidelity Treasury Port AT COST 156484 156484 Advisory Fee 6960 6960 6960 Cash Short/Over -886 Foreign Taxes 147 147 147 Taxes & Licenses 279 191 191 88