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WINTHROP H SMITH JR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WINTHROP H SMITH JR CHARITABLE FOUNDATION INC (EIN 20-2642648)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-08
IRS object ID
202502209349100010
Schema version
2024v5.2
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)
Return2025-08-08T09:40:24-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN MERRITTPreparerPersonNm
PTINP00842966PTIN
Phone2033231191PhoneNum
Preparation2025-07-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,548,385FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$65,676DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,676DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$180,368NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$485,234GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$180,368CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$246,044TotalRevAndExpnssAmt
Total Net Invst Incm$246,044TotalNetInvstIncmAmt
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$4,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,650AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$8,119OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,119OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,769TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,769TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$290,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$290,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$303,669TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,769TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$290,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$57,625ExcessRevenueOverExpensesAmt
Net Investment Income$233,275NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$120,830SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,428SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,428SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,265,881CorporateStockBOYAmt
Corporate Stock EOY$1,279,658CorporateStockEOYAmt
Corporate Stock EOYFMV$1,498,957CorporateStockEOYFMVAmt
Total Assets BOY$1,386,711TotalAssetsBOYAmt
Total Assets EOY$1,329,086TotalAssetsEOYAmt
Total Assets EOYFMV$1,548,385TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,386,711NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,329,086NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,386,711TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,329,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,386,711TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,329,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,386,711TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$57,625ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,329,086SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,329,086TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL - 2078$45,397$47,846-$2,449-$2,449
MERRILL - 2078$281,676$213,546$68,130$68,130
MERRILL - 7135$157,965$43,474$114,491$114,491
CAPITAL GAINS DIVIDENDS$196$196$196P
FieldValueIRS element (for citing)
Capital Gain Net Income$180,368CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,400ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Overpayment$749OverpaymentAmt
Applied To ES Tax$749AppliedToESTaxAmt
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$1,552,981AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,253AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,628,234TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,628,234AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,424CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,603,810NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,191MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,191MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,243TaxBasedOnInvestmentIncomeAmt
Total Tax$3,243TotalTaxAmt
Distributable Before Adj$76,948DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$76,948DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$76,948DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$290,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$290,900QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,948DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$216,699ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$130,316ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$153,374ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$95,185ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$133,676ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$729,250TotalExcessDistributionCyovAmt
Qualifying Distributions$290,900QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$76,948AppliedToCurrentYearAmt
Remaining Distri From Corpus$213,952RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$943,202TotalCorpusAmt
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$216,699ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$726,503ExcessDistriCyovToNextYrAmt
Excess From Year4$130,316ExcessFromYear4Amt
Excess From Year3$153,374ExcessFromYear3Amt
Excess From Year2$95,185ExcessFromYear2Amt
Excess From Year1$133,676ExcessFromYear1Amt
Excess From Current Year$213,952ExcessFromCurrentYearAmt

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 (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BURLINGTON CITY ARTS
135 CHURCH STREETBURLINGTONVT05401NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$110,000
MAD RIVER VALLEY INTERFAITH COUNCIL
PO BOX 342WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$15,000
NEW LEARNING JOURNEY
700 BRAGG HILL ROADWAITSFIELDVT05376NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$12,500
SHELBURNE FARMS
1611 HARBOR ROADSHELBURNEVT05482NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
HIGH FIVES FOUNDATION
130 AUSTINE DRBRATTLEBOROVT05301NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
MUSIC FOR THE EARTH INC
PO BOX 1740LITCHFIELDCT06759NONE501(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
UNQUOWA SCHOOL ASSN
981 STRATFIELD ROADFAIRFIELDCT06825NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
THE NATURE CONSERVANCY VERMONT
575 STONE CUTTERS WAYMONTPELIERVT05602NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
MAD RIVER VALLEY COMMUNITY FUND
PO BOX 353WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
ABILITY MONTANA
2015 CHARLOTTE ST 2BOZEMANMT59718NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
ME2
529 MAIN ST STE 103CHARLESTOWNMA02129NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$10,000
MAD RIVER VALLEY CHAMBER OF COMMERCE INC
PO BOX 173WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,200
WOMEN IN FILM & VIDEO-NEW ENGLAND CHAPTER INC
867 BOYLSTON STREET 5TH FLOOR 1041BOSTONMA02116NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,200
VERMONT DIGGER
26 STATE STMONTPELIERVT05602NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
VT PROFESSIONALS OF COLOR NETWORK
PO BOX 4277BURLINGTONVT05406NONE501(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.$5,000
MAD RIVER SENIORS
5308 MAIN STREET 20WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
VERMONT COMMUNITY FOUNDATION
3 COURT STMIDDLEBURYVT05753NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$5,000
VERMONT SKI AND SNOWBOARD MUSEUM
1 SOUTH MAIN STREETSTOWEVT05672NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,500
VERMONT PUBLIC
365 TROY AVENUECOLCHESTERVT05446NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
VERMONT SYMPHONY ORCHESTRA
2 CHURCH STREET MEZZANINEBURLINGTONVT05401NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
AMHERST COLLEGE ALUMNI FUND
220 SOUTH PLEASANT STAMHERSTMA01002NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
MAD RIVER VALLEY ARTS COUNCIL
PO BOX 173WAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
FROM THE HEART PRODUCTIONS INC
1013 HARBOR BLVD 53OXNARDCA93035NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$2,000
HARLEM ACADEMY
655 ST NICHOLAS AVENEW YORKNY10030NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
VERMONT ADAPTIVE SKI & SPORTS
PO BOX 139KILLINGTONVT05751NONE501(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
FRIENDS OF MAD RIVER
4061 MAIN STRETTWAITSFIELDVT05673NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
US CHARITABLE GIFT TRUST
8888 KEYSTONE CROSSING SUITE 1200INDIANAPOLISIN46240NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
THE BUCKLEY SCHOOL
3900 STANSBURY AVENUESHERMAN OAKSCA91423NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
THE AMERICAN LEGION
PO BOX 1954INDIANAPOLISIN46206NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
KELLY BRUSH FOUNDATION
7 ASPEN DRSOUTH BURLINGTONVT05403NONE501(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
THE WHITE MEMORIAL CONSERVATION
80 WHITEHALL RDLITCHFIELDCT06759NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$1,000
LITCHFIELD HISTORICAL SOCIETY
PO BOX 385LITCHFIELDCT06759NONE501(C)(3)TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$290,900TotalGrantOrContriPdDurYrAmt
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$65,676ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$180,368ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$246,044ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$246,044TotalIncomeProducingActyAmt

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$4,650Amt
Net Investment Income$4,650NetInvestmentIncomeAmt
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$1,279,658EOYBookValueAmt
EOYFMV$1,498,957EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$7,409$7,409$0$0
CHARGES$150$150$0$0
FILING FEES$560$560$0$0

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