Civic Intelligence

Scott M Smith & Heidi B Smith Charitable Trust

990PF • Fiscal year 2010 • EIN 13-7177068

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 15, 2011

Organization Profile
C/O Camelot Capital Lp3 Pickwick Plaza06830
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$3,013,200

No earlier filing loaded for comparison.

Net Assets

$3,013,200

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$284,045

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,013,200Liabilities 2010: $0Net Assets 2010: $3,013,2002010Assets 2011: $2,648,594Liabilities 2011: $0Net Assets 2011: $2,648,5942011Assets 2012: $2,646,524Liabilities 2012: $0Net Assets 2012: $2,646,5242012

Highlighted filing

2010

Assets$3,013,200
Liabilities$0
Net Assets$3,013,200
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Expenses 2010: $284,0452010Expenses 2011: $142,0002011Expenses 2012: $131,2932012

Highlighted filing

2010

Revenue-
Expenses$284,045
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 15, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT M SMITHTrusteePT$0--
HEIDI B SMITHTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDana-Farber Cancer InstituteMEDICAL RESEARCHPUBLIC CHARITYBROOKLINE, MA, US$100,000
Paid GrantPOLY PREP COUNTRY DAY SCHOOLCHARITABLEPUBLIC CHARITYBROOKLYN, NY, US$55,000
Paid GrantCORNELL UNIVERSITYCHARITABLEPUBLIC CHARITYithaca, NY, US$44,000
Paid GrantTEMPLE BETH EMETHspecial situationsPUBLIC CHARITYANN ARBOR, MI, US$40,000
Paid GrantGREENWICH COUNTRY DAY SCHOOL ANNUAL FUNDCHARITABLEPUBLIC CHARITYGREENWICH, CT, US$20,000
Paid GrantHOLY CROSSCHARITABLEPUBLIC CHARITYWORCESTER, MA, US$10,000
Paid GrantKIDS IN CRISISCHARITABLEPUBLIC CHARITYCos Cob, MA, US$2,500
Filing and Contact Details

Filer

EIN
13-7177068
Raw XML Appendix335 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
AccountingFeesSchedule/AccountingFees/Amount03700
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES FOR
AccountingFeesSchedule/AccountingFees/Category1BOOKKEEPING AND TAX RETURN
AccountingFeesSchedule/AccountingFees/Category2PREPARATION SERVICES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01850
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01850
InvestmentsOtherSchedule2/InvestmentsOther/BookValue02781988
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CAMELOT CAPITAL,L.P.06-1386935
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV02781988
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-112474
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount07
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount02162
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-110304
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-110304
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0271500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss080000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss01
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-314349
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-112474
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0314
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss08839
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-30304
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss012545
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IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV02781988
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/RetainedEarningsEOY03013200
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0231212
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IRS990PF/BalanceSheets/TotalAssetsBOY03174274
IRS990PF/BalanceSheets/TotalAssetsEOY03013200
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03013200
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03174274
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03013200
IRS990PF/BalanceSheets/TotalNetAssetsBOY03174274
IRS990PF/BalanceSheets/TotalNetAssetsEOY03013200
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-112474
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-314349
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0153275
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03013200
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03174274
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03013200
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0151006
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0151006
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0151006
IRS990PF/DistributableAmount/MinimumInvestmentReturn0151012
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome06
IRS990PF/DistributableAmount/TotalTax06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear03394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment03400
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment03394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments03400
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03013200
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03066237
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0318230
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable045994
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets02748007
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0151012
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03020243
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03066237
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SCOTT M SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1HEIDI B SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O CAMELOT CAPITAL LP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O CAMELOT CAPITAL LP
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1GREENWICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006830
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode106830
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.107851
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.088855
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.176305
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.139065
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.082106
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.052926
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03020243
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IRS990PF/QualifyingDistributions/ExpensesAndContributions0273350
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10HEIDI SMITHCAMELOT CAPITAL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103 PICKWICK PLAZA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GREENWICH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode006830
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0SCOTT AND HEIDI SMITH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount044000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount155000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount220000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount540000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount610000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4MEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5special situations
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CORNELL UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11POLY PREP COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12GREENWICH COUNTRY DAY SCHOOL ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13KIDS IN CRISIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Dana-Farber Cancer Institute
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15TEMPLE BETH EMETH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16HOLY CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10377 pine tree road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine119216 SEVENTH AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12po box 623 old church road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13One Salem St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1410 Brookline Place West 6th floor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152309 PACKARD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161 COLLEGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ithaca
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GREENWICH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Cos Cob
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BROOKLINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5ANN ARBOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WORCESTER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode014850
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode111228
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206836
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306807
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402445
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode548104
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode606807
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0271500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0151006
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0151006
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10123248
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20394483
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30293684
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4096995
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear509026
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear509026
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01030754
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0122344
IRS990PF/UndistributedIncome/ExcessFromYear10123248
IRS990PF/UndistributedIncome/ExcessFromYear20394483
IRS990PF/UndistributedIncome/ExcessFromYear30293684
IRS990PF/UndistributedIncome/ExcessFromYear4096995
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYear202007
IRS990PF/UndistributedIncome/PriorYear302006
IRS990PF/UndistributedIncome/QualifyingDistributions0273350
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0122344
IRS990PF/UndistributedIncome/TotalCorpus01039780
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0917436
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions080000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10C/O CAMELOT CAPITAL LP 3 PICKWICK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0GREENWICH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode006830
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0SCOTT AND HEIDI SMITH
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome06
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06
OtherIncomeSchedule2/OtherIncome/Description0CAMELOT CAPITAL, L.P - INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome02162
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02162
OtherIncreasesSchedule/OtherIncreases/Amount0153273
OtherIncreasesSchedule/OtherIncreases/Amount12
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED LOSS ON INVESTMENTS
OtherIncreasesSchedule/OtherIncreases/Description1PRIOR PERIOD ADJUSTMENT
TaxesSchedule/Taxes/Amount08839
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX ON NET
TaxesSchedule/Taxes/Category1INVESTMENT INCOME
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0137177068
ReturnHeader/Filer/Name/BusinessNameLine10SCOTT M SMITH & HEIDI B SMITH
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE TRUST
ReturnHeader/Filer/NameControl0SCOT
ReturnHeader/Filer/USAddress/AddressLine10C/O CAMELOT CAPITAL LP
ReturnHeader/Filer/USAddress/AddressLine203 PICKWICK PLAZA
ReturnHeader/Filer/USAddress/City0GREENWICH
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006830
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02011-04-15
ReturnHeader/Officer/Name0SCOTT SMITH
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ANCHIN BLOCK & ANCHIN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101375 BROADWAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEW YORK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0100187001
ReturnHeader/Preparer/Name0MARC G GOLDBERG
ReturnHeader/Preparer/Phone02128403456
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-03T10:39:42-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,013,200
Liabilities
$0
Net assets
$3,013,200
Revenue
-
Expenses
$284,045
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.14
2010Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.28