Civic Intelligence

Joan Bentinck-Smith Charitable Foundation

990PF • Fiscal year 2025 • EIN 04-3254592

Jan 01, 2025 to Dec 31, 2025

Organization Profile
PO Box 797Cotuit, MA 02635

(508) 420-4250

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,682,432Liabilities 2010: $02010Assets 2011: $1,558,393Liabilities 2011: $02011Assets 2019: $1,402,404Liabilities 2019: $02019Assets 2020: $1,355,103Liabilities 2020: $0Net Assets 2020: $1,355,1032020Assets 2021: $1,346,863Liabilities 2021: $0Net Assets 2021: $1,346,8632021Assets 2022: $1,302,837Liabilities 2022: $0Net Assets 2022: $1,302,8372022Assets 2023: $1,240,948Liabilities 2023: $0Net Assets 2023: $1,240,9482023Assets 2024: $1,256,688Liabilities 2024: $0Net Assets 2024: $1,256,6882024

Latest loaded filing

2024

Assets$1,256,688
Liabilities$0
Net Assets$1,256,688
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2010: $20,912Expenses 2010: $41,436Net Income 2010: -$20,5242010Revenue 2011: -$43,013Expenses 2011: $81,026Net Income 2011: -$124,0392011Revenue 2019: $45,082Expenses 2019: $25,251Net Income 2019: $19,8312019Revenue 2020: $36,496Expenses 2020: $83,331Net Income 2020: -$46,8352020Revenue 2021: $80,719Expenses 2021: $88,010Net Income 2021: -$7,2912021Revenue 2022: $38,819Expenses 2022: $82,196Net Income 2022: -$43,3772022Revenue 2023: $45,983Expenses 2023: $107,163Net Income 2023: -$61,1802023Revenue 2024: $82,036Expenses 2024: $65,859Net Income 2024: $16,1772024

Latest loaded filing

2024

Revenue$82,036
Expenses$65,859
Net Income$16,177
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 30, 2026
Return Version
2025v4.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN H SEDERTrustee-$0--
PATRICIA B HARRISTrustee-$0--
LISA KIRKWOODTrustee-$0--
MICHAEL BENTINCK-SMITHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOTUIT FEDERATED CHURCHGENERAL CHARITABLE PURPOSE-COTUIT, MA, US$20,000
Filing and Contact Details

Filer

Filer Name
Joan Bentinck-smith Charitable
EIN
04-3254592
Phone
5084204250
Address
PO BOX 797, COTUIT, MA 02635

Signing Officer

Name
Lisa Kirkwood
Title
Trustee
Phone
5084204250
Signed
2026-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Emily Hanover CPA
Phone
9133382727
Raw XML Appendix327 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL BENTINCK-SMITH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002635
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02256
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018879
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021135
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt082031
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018879
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JOAN BENTINCK-SMITH - TUBBY CRUT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08 BURKE LN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NORTH FALMOUTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002556
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0304473
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0550
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0VNQ NONDIVIDEND DISTRIBUTION ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES AND PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014126
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOAN BENTINCK-SMITH - TUBBY CRUT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt08 BURKE LN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NORTH FALMOUTH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002556
TaxesSchedule/TaxesDetail/Amt01129
TaxesSchedule/TaxesDetail/Amt11411
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01129
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA KIRKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05084204250
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN BENTINCK-SMITH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0043254592
ReturnHeader/Filer/PhoneNum05084204250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 797
ReturnHeader/Filer/USAddress/CityNm0COTUIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002635
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY HANOVER CPA
ReturnHeader/ReturnTs02026-03-30T10:12:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.08$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.08$0.05
2019Summary only. Only limited summary data is available for this year.$1.40$0.00$0.05$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$1.56$0.00$0.04$0.08$0.12
2010Summary only. Only limited summary data is available for this year.$1.68$0.00$0.02$0.04$0.02