Civic Intelligence

Scott M Smith & Heidi B Smith Charitable Trust

990PF • Fiscal year 2011 • EIN 13-7177068

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 13, 2012

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

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

11th percentile

-12%

Faster asset growth than 11% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,648,594

Down $364,606 (-12%) from 2010

Net Assets

Down

$2,648,594

Down $364,606 (-12%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$142,000

Down $142,045 (-50%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2011

Assets$2,648,594
Liabilities$0
Net Assets$2,648,594
Open 2011 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

2011

Revenue-
Expenses$142,000
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPOLY PREP COUNTRY DAY SCHOOLCHARITABLEPUBLIC CHARITYBROOKLYN, NY, US$66,000
Paid GrantCORNELL UNIVERSITYCHARITABLEPUBLIC CHARITYithaca, NY, US$46,398
Paid GrantGREENWICH COUNTRY DAY SCHOOL ANNUAL FUNDCHARITABLEPUBLIC CHARITYGREENWICH, CT, US$20,000
Paid GrantHOLY CROSSCHARITABLEPUBLIC CHARITYWORCESTER, MA, US$5,000
Paid GrantKIDS IN CRISISCHARITABLEPUBLIC CHARITYCos Cob, MA, US$2,500
Paid GrantALVIN AILEY AMERICAN DANCE THEATERCHARITABLEPUBLIC CHARITYNEW YORK, NY, US$1,000
Paid GrantWATERSIDE SCHOOL INCCHARITABLEPUBLIC CHARITYSTAMFORD, CT, US$1,000
Filing and Contact Details

Filer

EIN
13-7177068
Raw XML Appendix328 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
InvestmentsOtherSchedule2/InvestmentsOther/BookValue02474820
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1157467
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CAMELOT CAPITAL,L.P.06-1386935
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1THINK EQUITY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV02474820
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1157467
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02381
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-105965
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount08
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0608
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-102968
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-102968
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0141898
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0141898
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss055000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02381
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-189968
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-105965
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02895
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0608
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0608
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0102
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0141898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0142000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-47968
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0102
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0102
IRS990PF/BalanceSheets/InvestmentsOtherBOY02781988
IRS990PF/BalanceSheets/InvestmentsOtherEOY02632287
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV02632287
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY03013200
IRS990PF/BalanceSheets/RetainedEarningsEOY02648594
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0231212
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY016307
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV016307
IRS990PF/BalanceSheets/TotalAssetsBOY03013200
IRS990PF/BalanceSheets/TotalAssetsEOY02648594
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02648594
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03013200
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02648594
IRS990PF/BalanceSheets/TotalNetAssetsBOY03013200
IRS990PF/BalanceSheets/TotalNetAssetsEOY02648594
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-105965
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-189968
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0174638
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02823232
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03013200
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02648594
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0139364
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0139364
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0139364
IRS990PF/DistributableAmount/MinimumInvestmentReturn0139422
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome058
IRS990PF/DistributableAmount/TotalTax058
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear03336
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment03394
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax058
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment03336
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal058
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome058
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments03394
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02648594
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02830898
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0123760
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities078734
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable042463
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets02628404
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0139422
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02788435
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02830898
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
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GREENWICH
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
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0321722
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0321693
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.115367
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.090506
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.088855
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.176305
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.139065
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.082106
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02788435
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear103020243
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear203006246
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear303115255
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403172737
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502847523
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome029
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0141898
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10273350
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20267121
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30549234
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40441218
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50233800
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.576837
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0141898
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0141898
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0141898
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10HEIDI SMITHCAMELOT CAPITAL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02038637450
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
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
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
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0SCOTT AND HEIDI SMITH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount046398
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount166000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount220000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
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/BusinessNameLine14HOLY CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15ALVIN AILEY AMERICAN DANCE THEATER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16WATERSIDE SCHOOL INC
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
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
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/AddressLine141 COLLEGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15405 WEST 55TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16535 FAIRFIELD AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ithaca
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BROOKLYN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GREENWICH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Cos Cob
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WORCESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6STAMFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode014850
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode111228
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode206836
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode306807
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode406807
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode510019
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode606902
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0141898
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/AppliedToCurrentYear0139364
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0139364
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10122344
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20123248
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30394483
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40293684
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5096995
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5096995
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0936293
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02534
IRS990PF/UndistributedIncome/ExcessFromYear10122344
IRS990PF/UndistributedIncome/ExcessFromYear20123248
IRS990PF/UndistributedIncome/ExcessFromYear30394483
IRS990PF/UndistributedIncome/ExcessFromYear40293684
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions0141898
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02534
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01033288
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01030754
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions055000
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
OtherDecreasesSchedule/OtherDecreases/Amount0173485
OtherDecreasesSchedule/OtherDecreases/Amount11153
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED LOSS ON INVESTMENTS
OtherDecreasesSchedule/OtherDecreases/Description1OTHER BOOK/TAX DIFFERENCES
OtherIncomeSchedule2/OtherIncome/Description0CAMELOT CAPITAL, L.P - INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0608
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0608
TaxesSchedule/Taxes/Amount0102
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/NetInvestmentIncome0102
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0137177068
ReturnHeader/Filer/InCareOfName0% HEIDI SMITH/CAMELOT CAPITAL
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/DateSigned02012-08-13
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/Phone02128403456
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-27T11:18:26-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,648,594
Liabilities
$0
Net assets
$2,648,594
Revenue
-
Expenses
$142,000
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