Barbara Owen Smith Family Foundation in Brentwood, Tennessee (TN)

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Barbara Owen Smith Family Foundation
Employer Identification Number (EIN)621839695
Name of OrganizationBarbara Owen Smith Family Foundation
In Care of NameFred D Bryan
AddressPO BOX 1728, Brentwood, TN 37024-1728
SubsectionCharitable Organization
Ruling Date03/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Tax Period12/2012
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$746,361
Amount of Income$211,835
Form 990 Revenue Amount$10,804
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $211,835 (it was $10,804 in 2011)
This organization: 

 $211,835
Other organizations performing similar types of work: 

 $103,138

Assets in 2012: $746,361 (it was $738,040 in 2011)
Barbara Owen Smith Family Foundation: 

 $746,361
Other organizations performing similar types of work: 

 $338,623

Expenses in 2012: $40,450
This organization: 

 $40,450
Other organizations performing similar types of work: 

 $46,867

Income to expenses ratio in 2012: 5.2
Barbara Owen Smith Family Foundation: 

 5.2
Other organizations performing similar types of work: 

 1.1

Grants share in income in 2012: 0.0%
Barbara Owen Smith Family Foundation: 

 0.0%
Other organizations performing similar types of work: 

 79.6%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$48,771$48,771$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$13
Dividends and interest from securities$13,214
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$35,544
Total expenses and disbursements$40,450$450$0$40,000
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$450$450$0
Contributions, gifts, grants paid$40,000
Excess of revenue over expenses and disbursements$8,321
Net investment income$48,321
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$746,361$833,690
Cash - non-interest-bearing$8,988
Investments-U.S. and state government obligations$0
Investments-corporate stock$737,373
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$746,361
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$35,544
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$966
Total credits and payments$18,250
2012 estimated tax payments and 2011 overpayment credited to 2012$0
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$18,250
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$4
Tax due$0
Overpayment$17,280
Amount to be credited to 2013 estimated tax$1,000
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
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 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$828,176
Net value of noncharitable-use assets$815,760
Minimum investment return$40,788
Distributable Amount (for 2012)
Distributable amount$39,822
Undistributed Income (for 2012)
Distributable amount for 2012$39,822
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Pyramid Peak Foundation6410 Poplar Ave Ste 900, Memphis, TN 38119-4841TN2012-08$80,721,284
2Scarlett Family Foundation4117 Hillsboro Pike Ste 103255, Nashville, TN 37215-2728TN2006-03$32,892,190
3Robert E And Jenny D Kirkland Foundation624 E Reelfoot Ave, Union City, TN 38261-5739TN2004-08$19,658,246
4Footprint Foundation Inc517 E 5th St, Chattanooga, TN 37403-1826TN2011-09$5,767,832
5Pathfinder Foundation Inc201 W Main St Ste 205, Chattanooga, TN 37408-1137TN2011-09$5,634,560
6Helen And Jabie Hardin Charitable Tr4385 Poplar Ave, Memphis, TN 38117-3715TN2009-08$5,490,210
7The Masters Table Inc620 Shelby St, Bristol, TN 37620-2241TN2002-05$4,648,370
8Sixteen Foundation, Dorothy B Adams Ttee1502 Anatole Ct, Murfreesboro, TN 37130-1458TN2009-12$4,484,750
9Riverview Foundation Inc517 E 5th St, Chattanooga, TN 37403-1826TN2011-09$3,310,667
10Ebert-Leblanc Family Foundation Inc9020 Rocky Cannon Rd, Cordova, TN 38018-6934TN2012-09$3,237,858
11Msb Cockayne Fund Inc424 Church St Ste 2800, Nashville, TN 37219-2386TN2011-09$1,317,055
12The Mercy Foundation, Mercy Scott L Ttee9266 Wardley Park Ln, Brentwood, TN 37027-4465TN2000-04$1,261,632
13Pine Haven Foundation Tr, Kevin William Crumbo Ttee555 Great Circle Rd, Nashville, TN 37228-1345TN2015-04$1,242,786
14Elizabeth Caldwell Charitable Trust 880 34434385 Poplar Ave, Memphis, TN 38117-3715TN2014-08$1,039,691
15Sansom Family Foundation502 S Gay St Ste 300, Knoxville, TN 37902-3607TN2015-04$1,008,103
16Provision Charitas Inc2095 Lakeside Centre Way Ste 101, Knoxville, TN 37922-6647TN2012-05$680,097
17Sunlight FoundationPO BOX 150123, Nashville, TN 37215-0123TN2000-12$677,669
18Provision Trust2095 Lakeside Centre Way, Knoxville, TN 37922-6634TN2010-11$660,112
19Stephen B Smith Charitable Founfation Inc7065 Moores Lane, Brentwood, TN 37027-7998TN2000-02$516,365
20The Rogers Foundation Inc1634 W 1st North St, Morristown, TN 37814-3709TN2009-04$466,989
Number of organizations performing similar types of work
Alaska9
Alabama199
Arkansas82
Arizona267
California2,351
Colorado400
Connecticut391
District of Columbia107
Delaware405
Florida1,490
Georgia455
Hawaii86
Iowa147
Idaho73
Illinois1,069
Indiana261
Kansas152
Kentucky147
Louisiana127
Massachusetts713
Maryland422
Maine67
Michigan549
Minnesota327
Missouri308
Mississippi56
Montana59
North Carolina649
North Dakota15
Nebraska126
New Hampshire66
New Jersey849
New Mexico78
Nevada194
New York2,454
Ohio628
Oklahoma223
Oregon179
Pennsylvania935
Rhode Island181
South Carolina141
South Dakota32
Tennessee192
Texas1,225
Utah217
Virginia452
Vermont36
Washington375
Wisconsin334
West Virginia49
Wyoming61
International38
Total20,448

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