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WINTHROP H SMITH JR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WINTHROP H SMITH JR CHARITABLE FOUNDATION INC (EIN 20-2642648)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-02
IRS object ID
202412159349100601
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-02T08:28:00-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060769038PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MASOTTI & MASOTTI LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 SUMMER STREET SUITE 401AddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06905ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202642648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WINTHROP H SMITH JRBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWINTBusinessNameControlTxt
Phone8025836332PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO MASOTTI 1100 SUMMER STAddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP069055534ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWINTHROP H SMITH JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8025836332PhoneNum
Signature2024-07-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN K TOAL CPAPreparerPersonNm
PTINP00111918PTIN
Phone2033231191PhoneNum
Preparation2024-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,614,643FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$68,459DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,459DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,173NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$504,396GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,173CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$160,632TotalRevAndExpnssAmt
Total Net Invst Incm$110,632TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,550AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$136TaxesRevAndExpnssAmt
Taxes Net Invst Incm$136TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,684OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,684OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,370TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,370TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$212,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$212,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$228,370TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,370TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$212,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$67,738ExcessRevenueOverExpensesAmt
Net Investment Income$94,262NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$94,637SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$120,830SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$120,830SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,359,812CorporateStockBOYAmt
Corporate Stock EOY$1,265,881CorporateStockEOYAmt
Corporate Stock EOYFMV$1,493,813CorporateStockEOYFMVAmt
Total Assets BOY$1,454,449TotalAssetsBOYAmt
Total Assets EOY$1,386,711TotalAssetsEOYAmt
Total Assets EOYFMV$1,614,643TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,454,449NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,386,711NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,454,449TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,386,711TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,454,449TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,386,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,454,449TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$67,738ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,386,711SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,386,711TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 02078P$459,396$414,536$44,860$44,860
MERRILL LYNCH 07135P$45,000$47,687-$2,687-$2,687
FieldValueIRS element (for citing)
Capital Gain Net Income$42,173CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,310InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,310SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,310TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,345EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,345TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$35OverpaymentAmt
Applied To ES Tax$35AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWINTHROP H SMITH JRIndividualWithBooksNm
Phone8025836332PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1246 GALLOPING WIND TRAILAddressLine1Txt
CityWARRENCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05674ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WINTHROP H SMITH JR
246 GALLOPING WIND TRAILWARRENVT05674PRESIDENT/DIR0.00$0$0$0
HEATHER SMITH
160 BROOKVIEW AVEFAIRFIELDCT06825SECRETARY/DIR0.00$0$0$0
CHRISTINA S DISABATO
66 PARKWOOD ROADFAIRFIELDCT06824TREASURER/DIR0.00$0$0$0
CAMERON SMITH
405 HILL FARM RDFAIRFIELDCT06824DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,509,201AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$107,734AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,616,935TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,616,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,254CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,592,681NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,634MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,634MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,310TaxBasedOnInvestmentIncomeAmt
Total Tax$1,310TotalTaxAmt
Distributable Before Adj$78,324DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$78,324DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$78,324DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$212,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$212,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,324DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$87,337ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$216,699ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$130,316ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$153,374ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$95,185ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$682,911TotalExcessDistributionCyovAmt
Qualifying Distributions$212,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$78,324AppliedToCurrentYearAmt
Remaining Distri From Corpus$133,676RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$816,587TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$87,337ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$729,250ExcessDistriCyovToNextYrAmt
Excess From Year4$216,699ExcessFromYear4Amt
Excess From Year3$130,316ExcessFromYear3Amt
Excess From Year2$153,374ExcessFromYear2Amt
Excess From Year1$95,185ExcessFromYear1Amt
Excess From Current Year$133,676ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWINTHROP H SMITH JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMHERST COLLEGE ALUMNI FUND
220 SOUTH PLEASANT STAMHERSTMA01002NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$6,000
BRIDGEPORT FALLEN FIREFIGHTER FOUNDATION
PO BOX 522BRIDGEPORTCT06601NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
CANCER RESEARCH INSTITUTE
29 BROADWAY FLOOR 4NEW YORKNY100063111NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
CATAMOUNT TRAIL ASSOCIATION
1 MILL STREET SUITE 350BURLINGTONVT05401NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
DEERFIELD ACADEMY
1 ACADEMY LANEDEERFIELDMA01342NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
FORMAN SCHOOL
12 NORFOLK ROADLITCHFIELDCT06759NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
FRIENDS OF MAD RIVER
4061 MAIN STRETTWAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
HIGGINS BROTHERS SURGICENTER OF HOPE
1055 BROADWAY BOULEVARD SUITE 130KANSAS CITYMO64105NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
HIGH FIVES FOUNDATION
130 AUSTINE DRBRATTLEBOROVT05301NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
KELLY BRUSH FOUNDATION
7 ASPEN DRSOUTH BURLINGTONVT05403NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
LET'S GROW KIDS INC
3 COURT STMIDDLEBURYVT06753NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$25,000
MAD RIVER PATH ASSOC
4061 MAIN STRETTWAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
MAD RIVER VALLEY AMBULANCE SERVICE
PO BOX 305WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
MAD RIVER VALLEY CHAMBER OF COMMERCE INC
PO BOX 173WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
MAD RIVER VALLEY COMMUNITY FUND
PO BOX 353WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
MAD RIVER VALLEY SUMMER FUND
PO BOX 353WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
MONTPELIER STRONG RECOVERY FUND
PO BOX 364MONTPELIERVT05601NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
PULMONARY FIBROSIS FOUNDATION
230 EAST OHIO STREET SUITE 500CHICAGOIL60611NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$500
ST PAUL'S FOUNDATION
228 S PITT STREETALEXANDRIAVA22314NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
THE ARBOR DAY FOUNDATION
211 N 12TH STREETLINCOLNNE68508NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$500
THE NATURE CONSERVANCY VERMONT
575 STONE CUTTERS WAYMONTPELIERVT05602NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
THE VERMONT SYMPHONY ORCHESTRA
2 CHURCH STBURLINGTONVT05401NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
THE WHITE MEMORIAL CONSERVATION
80 WHITEHALL RDLITCHFIELDCT06759NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
THREE PEAKS MEDICAL
PO BOX 1324WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
UNQUOWA SCHOOL ASSN
981 STRATFIELD ROADFAIRFIELDCT06825NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$11,500
US SKI & SNOWBOARD HALL OF FAME
PO BOX 191ISHPEMINGMI49849NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
VERMONT DIGGER
26 STATE STMONTPELIERVT05602NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$40,000
VERMONT FOOD BANK
33 PARKER ROADBARREVT05641NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
VERMONT NATIONAL GUARD
789 VERMONT NATIONAL GUARD ROADCOLCHESTERVT05446NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
VERMONT PUBLIC
365 TROY AVENUECOLCHESTERVT05446NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
VERMONT SKI AND SNOWBOARD MUSEUM
1 SOUTH MAIN STREETSTOWEVT05672NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,500
VERMONT WOMENS FUND
3 COURT STMIDDLEBURYVT05753NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
VERMONTERS FOR A CLEAN ENVIRONMENT INC
789 BAKER BROOK ROADDANBYVT05739NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
VT AFGHAN ALLIANCE
50 LAKE SIDE AVENUEBURLINGTONVT05401NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
VT PROFESSIONALS OF COLOR NETWORK
PO BOX 4277BURGLINGTONVT05406NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$212,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,459ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Related Or Exempt Function Incm$42,173RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$68,459ExclusionAmt
Related Or Exempt Function Incm$42,173RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$110,632TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES
8TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,550Amt
Net Investment Income$4,550NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SEC. 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), THE WINTHROP H. SMITH FAMILY FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PROCEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS._____________________________________________ WINTHROP H. SMITH, PRINCIPAL MANAGERElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS CORPORATE STOCKSStockNm
EOY Book Value$1,265,881EOYBookValueAmt
EOYFMV$1,493,813EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$7,417$7,417$0$0
RECORDING FEES$3,580$3,580$0$0
CHARGES$150$150$0$0
FILING FEES$537$537$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$136Amt
Net Investment Income$136NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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