Civic Intelligence

Garrett B Smith Foundation

990 • Fiscal year 2016 • EIN 06-6411358

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profilegarrettsmithfdn.org
C/O camelot capital po box 5118Greenwich, 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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

13th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

64th percentile

5.5%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-7.7%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,656,105

Up $86,644 (+5.5%) from 2015

Net Assets

Up

$1,656,105

Up $86,644 (+5.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin78th percentile

Revenue

Down

$173,950

Down $14,592 (-7.7%) from 2015

Expenses

Down

$143,310

Down $98,572 (-41%) from 2015

Net Income

Up

$30,640

Up $83,980 (+157%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$1,656,105
Liabilities$0
Net Assets$1,656,105
Open 2016 Filing

Operations Trend

Revenue Growth26th 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

2016

Revenue$173,950
Expenses$143,310
Net Income$30,640
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$530,902
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$1,569,461$1,656,105▲ $86,644
Investments in Publicly Traded Securities$1,459,109$1,526,515▲ $67,406
Savings and Temporary Cash Investments$110,352$129,590▲ $19,238
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$0→ $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$1,569,461$1,656,105▲ $86,644
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$1,569,461$1,656,105▲ $86,644
Total Liabilities and Net Assets / Fund Balance$1,569,461$1,656,105▲ $86,644
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$128,471
Program Service Revenue
$0
Investment Income
$48,394
Other Revenue
$-2,915
All Other Contributions
$26,706
Change in Net Assets
$30,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$129,000
Other Expenses$14,310
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$129,000--$129,000
Fees for Service Investment Mgmnt Fees-$8,654-$8,654
Fees for Services Accounting-$5,550-$5,550
Fees for Services Other$0$106$0$106
Total Functional Expenses$129,000$14,310$0$143,310
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YALE NEW HAVEN CHILDREN'S HOSPITALNew Haven, CT501(c)(3)General Fund$79,000
Breast Cancer Research FndtnNew York, NY501(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$58,035
Fundraising Gross Income$55,120
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$156,885$55,120$58,035$-2,915
Total Events$156,885$55,120$58,035$-2,915
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
Other officer 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 2016. The foundation hosts an annual golf outing and supports 4 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 camelot capital po box 5118, GREENWICH, CT 06831

Signing Officer

Name
Heidi Smith
Title
treasurer
Phone
2038623340
Signed
2017-05-11

Organization Details

Principal Officer
Heidi Smith
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
Raw XML AppendixShowing 400 of 423 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION PROVIDES FUNDS TO SUPPORT RESEARCH IN THE TREATMENT OF CANCER, ESPECIALLY IN CHILDREN, AND TO SUPPORT ENTERTAINMENT PROGRAMS FOR THOSE HOSPITALIZED CHILDREN.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt026706
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0HEIDI SMITH
IRS990/BooksInCareOfDetail/PhoneNum02038623340
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O CAMELOT CAPITAL PO BOX 5118
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREENWICH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006831
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01569461
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01656105
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0101765
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0128471
IRS990/CYGrantsAndSimilarPaidAmt0129000
IRS990/CYInvestmentIncomeAmt048394
IRS990/CYOtherExpensesAmt014310
IRS990/CYOtherRevenueAmt0-2915
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt030640
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0143310
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0173950
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE FOUNDATION PROVIDES FUNDS TO SUPPORT RESEARCH IN THE TREATMENT OF CANCER, ESPECIALLY IN CHILDREN, AND TO SUPPORT ENTERTAINMENT PROGRAMS FOR THOSE HOSPITALIZED CHILDREN.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0129000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05550
IRS990/FeesForServicesAccountingGrp/TotalAmt05550
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0106
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0106
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08654
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08654
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1HEIDI SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECY/TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0101765
IRS990/FundraisingDirectExpensesAmt058035
IRS990/FundraisingGrossIncomeAmt055120
IRS990/GainOrLossGrp/SecuritiesAmt01134
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0129000
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0129000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0129000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0300051
IRS990/GrossReceiptsAmt0530902
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt047260
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047260
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01459109
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01526515
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0298917
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE FOUNDATION PROVIDES FUNDS TO SUPPORT RESEARCH IN THE TREATMENT OF CANCER, ESPECIALLY IN CHILDREN, AND TO SUPPORT ENTERTAINMENT PROGRAMS FOR THOSE HOSPITALIZED CHILDREN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01569461
IRS990/NetAssetsOrFundBalancesEOYAmt01656105
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01134
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01134
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7115
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2915
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt062470
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt03533
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0HEIDI SMITH
IRS990/PriorPeriodAdjustmentsAmt0-6466
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0138607
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0228500
IRS990/PYInvestmentIncomeAmt052137
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt013382
IRS990/PYOtherRevenueAmt0-2202
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-53340
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0241882
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0188542
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt030640
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110352
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129590
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0128471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0138607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0195163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0143100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0723575
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046988
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029775
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033090
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0181171
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0800
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58801
IRS990ScheduleA/PublicSupportPY170Pct00.72663
IRS990ScheduleA/PublicSupportTotal170Amt0532468
IRS990ScheduleA/SubstantialContributorsTotAmt0191107
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0128471
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0138607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0118234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0195163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0143100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0723575
IRS990ScheduleA/TotalSupportAmt0905546
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0101765
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0101765
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt058035
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0156885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0156885
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055120
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2915
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt058035
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt058035
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt079000
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0YALE NEW HAVEN CHILDREN'S HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BREAST CANCER RESEARCH FNDTN
IRS990ScheduleI/RecipientTable/RecipientEIN0060646652
IRS990ScheduleI/RecipientTable/RecipientEIN1133727250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 PARK STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt160 E 56TH ST 8TH FL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HAVEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006516
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110022
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES REVIEW REPORTS RECEIVED FROM THE GRANTEES. Y
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I
IRS990/ScheduleJRequiredInd0false
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 2016. THE FOUNDATION HOSTS AN ANNUAL GOLF OUTING AND SUPPORTS 4 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI LINE 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01569461
IRS990/TotalAssetsEOYAmt01656105
IRS990/TotalAssetsGrp/BOYAmt01569461
IRS990/TotalAssetsGrp/EOYAmt01656105
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0128471
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014310
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0129000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143310
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01569461
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01656105
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0129000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt041279
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173950
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01569461
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01656105
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0c/o camelot capital box 5118
IRS990/USAddress/CityNm0GREENWICH
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006831
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0http://garrettsmithfdn.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEIDI SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02038623340
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARRETT B SMITH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GARR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,656,105
Liabilities
$0
Net assets
$1,656,105
Revenue
$173,950
Expenses
$143,310
Net income
$30,640
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