Civic Intelligence

Barbara Barnard Smith Foundation

990PF • Fiscal year 2023 • EIN 85-1059772

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 09, 2024

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

6th percentile

-107%

Higher net margin than 6% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

21st percentile

-2.5%

Faster asset growth than 21% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Flat

$41,080,950

Flat from 2023

Net Assets

$41,080,950

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin6th percentile

Revenue

Flat

$942,225

Flat from 2023

Expenses

Flat

$1,950,470

Flat from 2023

Net Income

Flat

-$1,008,245

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth21st 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: $0Net Assets 2023: $41,080,9502023Assets 2023: $41,080,950Liabilities 2023: $12023Assets 2024: $40,947,403Liabilities 2024: $0Net Assets 2024: $40,947,4032024

Highlighted filing

2023

Assets$41,080,950
Liabilities$0
Net Assets$41,080,950
Open 2023 Filing

Operations Trend

Revenue Growth1st 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 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

2023

Revenue$942,225
Expenses$1,950,470
Net Income-$1,008,245
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 9, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marilyn CassidyDirector-$0--
Gregory H SmithDir, Treas, Pres-$0--
Jeffrey P SmithDir, Sec-$0--
Barbara StupayDirector-$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 smith
Title
president
Phone
8008391754
Signed
2024-11-09
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 Appendix302 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1Form 926
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1FORM 926
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $(177,152) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $86,362 TOTAL PART I, LINE 6A: $(90,790) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(177,152)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt035722600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11496672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GEM ENDOWMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GEM LIQUID MARKETS FUND A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt039999762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11201
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0139691
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0870921
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02219773
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02221616
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt01843
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034450
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03129979
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0676634
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt040000963
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02221616
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt044432313
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marilyn Cassidy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Gregory H Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeffrey P Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Barbara Stupay
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, Treas, Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1700000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Maui Strong Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Professor Barbara Barnard Smith Endowed Chair FUND in Ethnomusicology, University of Hawaii at Manoa Department of Music
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HAWAII COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF HAWAII FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0827 FORT ST MALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11810 UNIVERSITY AVE STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd096813
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196822
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0725000
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/AppliedToCurrentYearAmt0166426
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0585224
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02219773
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0751650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02053347
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0585224
OtherDecreasesSchedule/OtherDecreasesDetail/Amt033583
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11045
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0HI STATE TAXES PAID ON BEHALF OF ESTATE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ACCOUNTING FEE PAID ON BEHALF OF ESTATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp GEM ENDOWMENT FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3K-1 Exp GEM LIQUID MARKETS FUN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt026625
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt054
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11076484
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt26
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21156416
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt425
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss GEM ENDOWMENT FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 Inc/Loss GEM LIQUID MARKETS FUND A, LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0871138
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-217
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0873327
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-217
TaxesSchedule/TaxesDetail/Amt028500
TaxesSchedule/TaxesDetail/Amt111600
TaxesSchedule/TaxesDetail/Amt21487
TaxesSchedule/TaxesDetail/Amt3757
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2022
TaxesSchedule/TaxesDetail/CategoryTxt2990-T Income Tax for 2022
TaxesSchedule/TaxesDetail/CategoryTxt3STATE INCOME TAX 2022
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0gregory smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-09
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-11-13T12:19:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,080,950
Liabilities
$0
Net assets
$41,080,950
Revenue
$942,225
Expenses
$1,950,470
Net income
-$1,008,245
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
2023Detailed filing. Detailed filing data is available for this year.$41.1$0.00$41.1$0.94$1.95$1.01
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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