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Nonprofit · EIN 20-2642648

WINTHROP H SMITH JR CHARITABLE FOUNDATION INC

Tax-exempt · STAMFORD, CT 06905

Financials

$161K$228K2023$246K$304K2024
Revenue Expenses · by fiscal year end
Financials of WINTHROP H SMITH JR CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$246,044$303,669-$57,625$1,329,086$0$1,329,086
December 31, 2023990-PF$160,632$228,370-$67,738$1,386,711$0$1,386,711
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$65,676
Net gain from sales of assets
$180,368

Expenses

Grants and similar amounts paid
$290,900
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$290,900
Excise tax on investment income
$3,243

Balance sheet and other

Total assets, start of year
$1,386,711
Total assets, end of year
$1,329,086
Total liabilities, end of year
$0
Net assets, end of year
$1,329,086
Fair market value of assets
$1,548,385
Qualifying distributions
$290,900
Net investment income
$246,044

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
WINTHROP H SMITH JR
246 GALLOPING WIND TRAIL, WARREN, VT 05674
PRESIDENT/DIR0$0
HEATHER SMITH
160 BROOKVIEW AVE, FAIRFIELD, CT 06825
SECRETARY/DIR0$0
CHRISTINA S DISABATO
66 PARKWOOD ROAD, FAIRFIELD, CT 06824
TREASURER/DIR0$0
CAMERON SMITH
405 HILL FARM RD, FAIRFIELD, CT 06824
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
WINTHROP H SMITH JR
246 GALLOPING WIND TRAIL, WARREN, VT 05674
PRESIDENT/DIR0$0
HEATHER SMITH
160 BROOKVIEW AVE, FAIRFIELD, CT 06825
SECRETARY/DIR0$0
CHRISTINA S DISABATO
66 PARKWOOD ROAD, FAIRFIELD, CT 06824
TREASURER/DIR0$0
CAMERON SMITH
405 HILL FARM RD, FAIRFIELD, CT 06824
DIRECTOR0$0

Address and contacts

Address (IRS master file)
CO MASOTTI 1100 SUMMER ST, STAMFORD, CT 06905-0000
In care of
% MASOTTI & MASOTTI
Signed the 990-PF
WINTHROP H SMITH JR, PRESIDENT
Phone
(802) 583-6332
Return prepared by
MASOTTI & MASOTTI LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2642648
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,329,086
Income (IRS master file)
$550,910

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$246,044$303,669$1,329,086XML
990-PFDecember 2023$160,632$228,370$1,386,711XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2642648).

Questions about WINTHROP H SMITH JR CHARITABLE FOUNDATION INC

What is the EIN of WINTHROP H SMITH JR CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of WINTHROP H SMITH JR CHARITABLE FOUNDATION INC is 20-2642648.
Is WINTHROP H SMITH JR CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to WINTHROP H SMITH JR CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WINTHROP H SMITH JR CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WINTHROP H SMITH JR CHARITABLE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WINTHROP H SMITH JR CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WINTHROP H SMITH JR CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does WINTHROP H SMITH JR CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $246,044, expenses of $303,669 and total assets of $1,329,086 at year end.

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