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WINTHROP H SMITH JR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WINTHROP H SMITH JR CHARITABLE FOUNDATION INC (EIN 20-2642648)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-27
IRS object ID
202221789349100327
Schema version
2021v4.2
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)
Return2022-06-27T15:00:34-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWINTHROPPersonFirstNm
Person LastSMITH JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN K TOAL CPAPreparerPersonNm
PTINP00111918PTIN
Phone2033231191PhoneNum
Preparation2022-06-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,888,161FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,874ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$50,721DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,721DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,869NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$429,566GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,869CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$211,464TotalRevAndExpnssAmt
Total Net Invst Incm$159,590TotalNetInvstIncmAmt
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$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$9,804OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,804OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,304TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,304TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$242,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$242,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$256,304TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,304TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$242,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,840ExcessRevenueOverExpensesAmt
Net Investment Income$145,286NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$193,400SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$102,420SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$102,420SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,363,593CorporateStockBOYAmt
Corporate Stock EOY$1,409,733CorporateStockEOYAmt
Corporate Stock EOYFMV$1,785,741CorporateStockEOYFMVAmt
Total Assets BOY$1,556,993TotalAssetsBOYAmt
Total Assets EOY$1,512,153TotalAssetsEOYAmt
Total Assets EOYFMV$1,888,161TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,556,993NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,512,153NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,556,993TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,512,153TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,556,993TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,512,153TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,556,993TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,840ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,512,153SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,512,153TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMLPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$429,566GrossSalesPriceAmt
Cost Or Other Basis$320,697CostOrOtherBasisAmt
Gain Or Loss$108,869GainOrLossAmt
Gains Minus Excess Or Losses$108,869GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$108,869CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,019InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,019SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,019TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,637EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,637TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$382TaxDueAmt

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 (5 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
WINTHROP H SMITH III
56 BALDWIN FARMSGREENWICHCT06831DIRECTOR0.00$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$1,692,603AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$147,910AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,840,513TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,840,513AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,812,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,645MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,645MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,019TaxBasedOnInvestmentIncomeAmt
Total Tax$2,019TotalTaxAmt
Distributable Before Adj$88,626DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$88,626DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$88,626DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$242,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$242,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,626DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$82,647ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,051ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$87,337ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$216,699ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$130,316ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$575,050TotalExcessDistributionCyovAmt
Qualifying Distributions$242,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$88,626AppliedToCurrentYearAmt
Remaining Distri From Corpus$153,374RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$728,424TotalCorpusAmt
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$82,647ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$645,777ExcessDistriCyovToNextYrAmt
Excess From Year4$58,051ExcessFromYear4Amt
Excess From Year3$87,337ExcessFromYear3Amt
Excess From Year2$216,699ExcessFromYear2Amt
Excess From Year1$130,316ExcessFromYear1Amt
Excess From Current Year$153,374ExcessFromCurrentYearAmt

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 (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WHITE MEMORIAL CONSERVATION
80 WHITEHALL ROADLITCHFIELDCT06759NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
DEERFIELD ACADEMY
1 ACADEMY LANEDEERFIELDMA01342NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$6,000
FRIENDS OF MAD RIVER
4061 MAIN STRETTWAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
THE VERMONT SYMPHONY ORCHESTRA
2 CHURCH STBURLINGTONVT05401NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
HIGH FIVES FOUNDAION
130 AUSTINE DRBRATTLEBOROVT05301NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$11,000
KELLY BRUSH FOUNDATION
7 ASPEN DRSOUTH BURLINGTONVT05403NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
MADD RIVER VALLEY COMM FUND
PO BOX 353WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$7,000
MAD RIVER PATH ASSOC
4061 MAIN STRETTWAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$3,000
THE NATURE CONSERVANCY VERMONT
575 STONE CUTTERS WAYMONTPELIERVT05602NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$26,000
UNQUOWA SCHOOL ASSN
981 STRATFIELD ROADFAIRFIELDCT06825NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$3,500
VERMONT WOMENS FUND
3 COURT STMIDDLEBURYVT05753NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$44,500
VT DIGGER
26 STATE STMONTPELIERVT05602NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
LET'S GROW KIDS INC
3 COURT STMIDDLEBURYVT06753NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES$25,000
THE TRUST FOR PUBLIC LAND
PO BOX 889336LOS ANGELESCA90088NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES$25,000
LITCHFIELD HISTORICAL SOCIETY
PO BOX 385LITCHFIELDCT06759NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES$1,000
MUSIC FOR THE EARTH INC
PO BOX 1740LITCHFIELDCT06759NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES$5,000
ST IGNATIUS SCHOOL
740 MANIDA STREETBRONXNY10474NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$1,000
USS INDIANAPOLIS CA24 LEGACY ORGANIZATION
PO BOX 16042CHATTANOOGATN37416NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$1,000
MAD RIVER VALLEY CHAMBER OF COMMERCE INC
PO BOX 173WAITSFIELDCT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$4,000
VERMONT NATIONAL GUARD
789 VERMONT NATIONAL GUARD ROADCOLCHESTERVT05446NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$2,000
THE LEGACY THEATRE INC
128 THIMBLE ISLANDS ROADSTONY CREEKCT06405NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$5,000
ROUND HILL VOLUNTEER FIRE COMPANY INC
166 OLD MILL ROADGREENWICHCT06831NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$2,500
MAD RIVER VALLEY ARTS COUNCIL
PO BOX 173WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$2,500
NEW LEARNING JOURNEY
700 BRAGG HILL ROADWAITSFIELDVT05376NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$2,000
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$15,000
32 NORTH MEDIA INC
732 EDEN WAY NORTH NO E509CHESAPEAKEVA23320NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$1,000
ADAPTIVE SPORTS CENTER
PO BOX 1639CRESTED BUTTECO81224NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PORPOSES$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$242,000TotalGrantOrContriPdDurYrAmt
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$50,721ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,869ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$159,590ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$159,590TotalIncomeProducingActyAmt

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$4,500Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
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. 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$1,409,733EOYBookValueAmt
EOYFMV$1,785,741EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$8,501$8,501$0$0
RECORDING FEES$1,303$1,303$0$0

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