Civic Intelligence

Barbara Barnard Smith Foundation

990PF • Fiscal year 2022 • EIN 85-1059772

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 19, 2023

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.00x

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

100th percentile

17238%

Faster asset growth than 100% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

27909%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$42,123,823

Up $41,880,869 (+17238%) from 2021

Net Assets

Up

$42,123,823

Up $41,880,869 (+17238%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Up

$42,024,384

Up $41,874,345 (+27909%) from 2021

Expenses

Up

$143,515

Up $135,420 (+1673%) from 2021

Net Income

Up

$41,880,869

Up $41,738,925 (+29405%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$60M$40M$20M$0Assets 2020: $101,010Liabilities 2020: $0Net Assets 2020: $101,0102020Assets 2021: $242,954Liabilities 2021: $0Net Assets 2021: $242,9542021Assets 2022: $42,123,823Liabilities 2022: $0Net Assets 2022: $42,123,8232022Assets 2023: $41,080,950Liabilities 2023: $12023Assets 2024: $40,947,403Liabilities 2024: $0Net Assets 2024: $40,947,4032024

Highlighted filing

2022

Assets$42,123,823
Liabilities$0
Net Assets$42,123,823
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

$60M$40M$20M$0-$20MRevenue 2020: $110,007Expenses 2020: $8,997Net Income 2020: $101,0102020Revenue 2021: $150,039Expenses 2021: $8,095Net Income 2021: $141,9442021Revenue 2022: $42,024,384Expenses 2022: $143,515Net Income 2022: $41,880,8692022Revenue 2023: $942,225Expenses 2023: $1,950,470Net Income 2023: -$1,008,2452023Revenue 2024: $3,537,741Expenses 2024: $3,671,288Net Income 2024: -$133,5472024

Highlighted filing

2022

Revenue$42,024,384
Expenses$143,515
Net Income$41,880,869
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 19, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory H SmithDir, Treas, Pres-$0--
Jeffrey P SmithDir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Barnard Smith Foundation
EIN
85-1059772
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Gregory H Smith
Title
President
Phone
8008391754
Signed
2023-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix284 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
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART I LINE 6A
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $(744,673) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $6,586 ALLOCATED TO UBTI - ACQUISION INDEBTEDNESS NET GAIN/(LOSS): TOTAL PART I, LINE 6A: $(738,087) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $24,433,538 BOOK BASIS: $24,433,538 NET GAIN/(LOSS): $- PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(742,240) SEC 751 GAIN/(LOSS) RECLASS NET GAIN/(LOSS): $(2,433)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeffrey P Smith
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Estate of Barbara Barnard Smith
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Gregory Smith 63 N Ash Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Ventura
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp GEM ENDOWMENT FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp GEM LIQUID MARKETS FUN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06167
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090584
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt139919
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt197303
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt239919
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss GEM ENDOWMENT FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss GEM LIQUID MARKETS FUND A, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Sec 751 Gain on Sale GEM ENDOWMENT FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt090414
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1369143
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt097107
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1369143
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt22433
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Estate of Barbara Barnard Smith
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0c/o Gregory Smith 63 N Ash Street
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Ventura
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd093001
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2022
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2021
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY H SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barbara Barnard Smith Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0851059772
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02023-10-31T13:56:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,123,823
Liabilities
$0
Net assets
$42,123,823
Revenue
$42,024,384
Expenses
$143,515
Net income
$41,880,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.9$0.00$40.9$3.54$3.67$0.13
2023Summary only. Only limited summary data is available for this year.$41.1$0.00$0.94$1.95$1.01
2022Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$42.0$0.14$41.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.15$0.01$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.11$0.01$0.10
Peer Organizations

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