Civic Intelligence

The Mary F Smith Family Foundation

EIN 11-6605189 • Smithtown, NY

18 Mark DriveSmithtown, NY 11787
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

1007%

Higher net margin than 100% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-9.0%

Faster asset growth than 36% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$301,725

Down $29,909 (-9.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$301,725

Down $29,909 (-9.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,969

Down $19,717 (-118%) from 2023

Expenses

Down

$26,940

Down $6,820 (-20%) from 2023

Net Income

Down

-$29,909

Down $12,897 (-76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $369,462Liabilities 2011: $02011Assets 2012: $389,695Liabilities 2012: $02012Assets 2013: $401,497Liabilities 2013: $02013Assets 2014: $419,366Liabilities 2014: $0Net Assets 2014: $419,3662014Assets 2015: $431,835Liabilities 2015: $02015Assets 2016: $408,438Liabilities 2016: $272Net Assets 2016: $408,1662016Assets 2017: $368,766Liabilities 2017: $0Net Assets 2017: $368,7662017Assets 2018: $379,249Liabilities 2018: $0Net Assets 2018: $379,2492018Assets 2019: $375,541Liabilities 2019: $0Net Assets 2019: $375,5412019Assets 2020: $364,954Liabilities 2020: $0Net Assets 2020: $364,9542020Assets 2021: $359,838Liabilities 2021: $0Net Assets 2021: $359,8382021Assets 2022: $348,646Liabilities 2022: $0Net Assets 2022: $348,6462022Assets 2023: $331,634Liabilities 2023: $0Net Assets 2023: $331,6342023Assets 2024: $301,725Liabilities 2024: $0Net Assets 2024: $301,7252024

Highlighted filing

2024

Assets$301,725
Liabilities$0
Net Assets$301,725
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $42,645Expenses 2011: $18,639Net Income 2011: $24,0062011Revenue 2012: $38,602Expenses 2012: $18,271Net Income 2012: $20,3312012Revenue 2013: $35,500Expenses 2013: $23,811Net Income 2013: $11,6892013Revenue 2014: $39,450Expenses 2014: $21,545Net Income 2014: $17,9052014Revenue 2015: $17,369Expenses 2015: $12,472Net Income 2015: $4,8972015Revenue 2016: $18,078Expenses 2016: $33,946Net Income 2016: -$15,8682016Revenue 2017: $18,946Expenses 2017: $58,329Net Income 2017: -$39,3832017Revenue 2018: $27,919Expenses 2018: $17,436Net Income 2018: $10,4832018Revenue 2019: $24,918Expenses 2019: $28,642Net Income 2019: -$3,7242019Revenue 2020: $17,469Expenses 2020: $28,056Net Income 2020: -$10,5872020Revenue 2021: $21,468Expenses 2021: $26,584Net Income 2021: -$5,1162021Revenue 2022: $22,312Expenses 2022: $33,504Net Income 2022: -$11,1922022Revenue 2023: $16,748Expenses 2023: $33,760Net Income 2023: -$17,0122023Revenue 2024: -$2,969Expenses 2024: $26,940Net Income 2024: -$29,9092024

Highlighted filing

2024

Revenue-$2,969
Expenses$26,940
Net Income-$29,909
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$301,725
Liabilities
$0
Net assets
$301,725
Revenue
-$2,969
Expenses
$26,940
Net income
-$29,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.03$0.27$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.17$0.34$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.22$0.34$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.21$0.27$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.17$0.28$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.25$0.29$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.28$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.19$0.58$0.39
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.18$0.34$0.16
2015Summary only. Only limited summary data is available for this year.$4.32$0.00$0.17$0.12$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.39$0.22$0.18
2013Summary only. Only limited summary data is available for this year.$4.01$0.00$0.36$0.24$0.12
2012Summary only. Only limited summary data is available for this year.$3.90$0.00$0.39$0.18$0.20
2011Summary only. Only limited summary data is available for this year.$3.69$0.00$0.43$0.19$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE M SMITHTrustee-$0--
JENNIFER S MORELLITrustee-$0--
BRIAN N MORELLI MDTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERALNCNEW YORK, NY, US$12,000
Paid Grant-501(c)(3) GeneralNCBOSTON, MA, US$11,000
Filing and Contact Details

Filer

Filer Name
The Mary F Smith Family Foundation
EIN
11-6605189
Phone
5167395151
Address
18 MARK DRIVE, SMITHTOWN, NY 11787

Signing Officer

Name
Jennifer S Morelli
Title
Trustee
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Lexington Tax Services
Address
1305 FRANKLIN AVE SUITE 300, GARDEN CITY, NY 11530
Preparer
Mark J Brosnan
Phone
5167395151
Raw XML Appendix277 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1501(c)(3) General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MEMORIAL SLOAN KETTERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MASS GENERAL DEVELOPMENT OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01275 YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 NASHUA STREET SUITE 540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102114
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024787
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07161
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0503
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07161
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024787
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07161
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01501
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEPOSITORY FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MAILBOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0287
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2287
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2574
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER S MORELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARY F SMITH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0116605189
ReturnHeader/Filer/PhoneNum05167395151
ReturnHeader/Filer/USAddress/AddressLine1Txt018 MARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0SMITHTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011787
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113538932
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEXINGTON TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01305 FRANKLIN AVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011530
ReturnHeader/PreparerPersonGrp/PhoneNum05167395151
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark J Brosnan
ReturnHeader/ReturnTs02025-11-17T07:25:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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