Civic Intelligence

Garrett B Smith Foundation

990 • Fiscal year 2014 • EIN 06-6411358

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 15, 2015

Organization Profilegarrettsmithfdn.org
C/O Paw Partners 4 Greenwich OfficeSuite 3RD FLGreenwich, CT 06831

(203) 862-3344

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

28th percentile

-4.5%

Higher net margin than 28% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

36th percentile

-1.2%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

21st percentile

-9.7%

Faster revenue growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$1,676,591

Down $20,347 (-1.2%) from 2013

Net Assets

Down

$1,676,591

Down $20,347 (-1.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin28th percentile

Revenue

Down

$181,869

Down $19,461 (-9.7%) from 2013

Expenses

Up

$190,040

Up $21,777 (+13%) from 2013

Net Income

Down

-$8,171

Down $41,238 (-125%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,696,938Liabilities 2013: $0Net Assets 2013: $1,696,9382013Assets 2014: $1,676,591Liabilities 2014: $0Net Assets 2014: $1,676,5912014Assets 2015: $1,569,461Liabilities 2015: $0Net Assets 2015: $1,569,4612015Assets 2016: $1,656,105Liabilities 2016: $0Net Assets 2016: $1,656,1052016Assets 2017: $1,710,218Liabilities 2017: $0Net Assets 2017: $1,710,2182017Assets 2018: $1,547,739Liabilities 2018: $0Net Assets 2018: $1,547,7392018Assets 2019: $1,618,528Liabilities 2019: $0Net Assets 2019: $1,618,5282019Assets 2020: $1,706,963Liabilities 2020: $0Net Assets 2020: $1,706,9632020Assets 2021: $1,871,205Liabilities 2021: $0Net Assets 2021: $1,871,2052021Assets 2022: $1,576,162Liabilities 2022: $0Net Assets 2022: $1,576,1622022Assets 2023: $1,636,091Liabilities 2023: $0Net Assets 2023: $1,636,0912023Assets 2024: $1,631,265Liabilities 2024: $0Net Assets 2024: $1,631,2652024

Highlighted filing

2014

Assets$1,676,591
Liabilities$0
Net Assets$1,676,591
Open 2014 Filing

Operations Trend

Revenue Growth21st percentile

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

$300K$200K$100K$0-$100KRevenue 2013: $201,330Expenses 2013: $168,263Net Income 2013: $33,0672013Revenue 2014: $181,869Expenses 2014: $190,040Net Income 2014: -$8,1712014Revenue 2015: $188,542Expenses 2015: $241,882Net Income 2015: -$53,3402015Revenue 2016: $173,950Expenses 2016: $143,310Net Income 2016: $30,6402016Revenue 2017: $108,130Expenses 2017: $150,253Net Income 2017: -$42,1232017Revenue 2018: $114,412Expenses 2018: $194,490Net Income 2018: -$80,0782018Revenue 2019: $107,254Expenses 2019: $195,210Net Income 2019: -$87,9562019Revenue 2020: $117,057Expenses 2020: $122,376Net Income 2020: -$5,3192020Revenue 2021: $202,708Expenses 2021: $164,883Net Income 2021: $37,8252021Revenue 2022: $86,313Expenses 2022: $146,511Net Income 2022: -$60,1982022Revenue 2023: $94,106Expenses 2023: $154,937Net Income 2023: -$60,8312023Revenue 2024: $169,335Expenses 2024: $154,568Net Income 2024: $14,7672024

Highlighted filing

2014

Revenue$181,869
Expenses$190,040
Net Income-$8,171
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 15, 2015
Return Version
2014v5.0
Gross Receipts
$383,003
Mission and Program Overview

Mission

The foundation provides funds to support research in the treatment of cancer, especially in children, and to support entertainment programs for those hospitalized children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,696,938$1,676,591▼ $20,347
Investments in Publicly Traded Securities$1,128,717$1,490,966▲ $362,249
Savings and Temporary Cash Investments$568,221$185,625▼ $382,596
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,696,938$1,676,591▼ $20,347
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,696,938$1,676,591▼ $20,347
Total Liabilities and Net Assets / Fund Balance$1,696,938$1,676,591▼ $20,347
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Scott SmithPres/director
Heidi SmithSecy/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,391
Program Service Revenue
$0
Investment Income
$67,404
Other Revenue
$-1,926
All Other Contributions
$9,104
Change in Net Assets
$-8,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$178,500
Other Expenses$11,540
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$178,500--$178,500
Fees for Service Investment Mgmnt Fees-$6,866-$6,866
Fees for Services Accounting-$4,000-$4,000
Fees for Services Other$0$674$0$674
Total Functional Expenses$178,500$11,540$0$190,040
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YALE NEW HAVEN CHILDREN'S HOSPITALNew Haven, CT501(c)(3)General Fund$78,500
Dana Farber Cancer InstituteBoston, MA501(c)(3)General Fund$50,000
University of PennsylvaniaPhiladelphia, PA501(c)(3)General Fund$50,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$36,464
Fundraising Gross Income$34,538
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$141,825$34,538$36,464$-1,926
Total Events$141,825$34,538$36,464$-1,926
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 2

“Scott smith and heidi smith are married.”

Part VI Line 8

“The foundation does not have documented meetings or written actions taken in 2014. The foundation hosts an annual golf outing and supports 3 grants on an annual basis. The foundation has no committees that have authority to act on the behalf of the trustees.”

Part VI Line 11A

“A copy of form 990 is provided to both trustees to be reviewed before filing.”

Part VI Line 19

“Governing documents and financial statements are availble upon request to the public.”

Filing and Contact Details

Filer

Filer Name
Garrett B Smith Foundation
EIN
06-6411358
In Care Of
% HEIDI SMITH
Phone
2038623344
Address
C/O PAW PARTNERS 4 GREENWICH OFFICE, Suite 3RD FL, GREENWICH, CT 06831

Signing Officer

Name
Scott Smith
Title
Director
Phone
2128403456
Signed
2015-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heidi Smith Co Paw Partners
Formed
1995
Legal Domicile
Ct
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Anchin Block & Anchin Llp
Address
1375 BROADWAY, NEW YORK, NY 10018-7001
Preparer
Marc G Goldberg
Phone
2128403456
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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034538
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IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DANA FARBER CANCER INSTITUTE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23451 WALNUT STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HAVEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOSTON
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW REPORTS RECEIVED FROM THE GRANTEES. Y
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCOTT SMITH AND HEIDI SMITH ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION DOES NOT HAVE DOCUMENTED MEETINGS OR WRITTEN ACTIONS TAKEN IN 2014. THE FOUNDATION HOSTS AN ANNUAL GOLF OUTING AND SUPPORTS 3 GRANTS ON AN ANNUAL BASIS. THE FOUNDATION HAS NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON THE BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS PROVIDED TO BOTH TRUSTEES TO BE REVIEWED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILBLE UPON REQUEST TO THE PUBLIC.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,676,591
Liabilities
$0
Net assets
$1,676,591
Revenue
$181,869
Expenses
$190,040
Net income
-$8,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.17$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.09$0.15$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.20$0.16$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12$0.12$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.11$0.20$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.11$0.19$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.11$0.15$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.17$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.19$0.24$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.18$0.19$0.01
2013Summary only. Only limited summary data is available for this year.$1.70$0.00$1.70$0.20$0.17$0.03