ROBERT WINTHROP II FOUNDATION OF ATHENS GA 100200: Form 990PF, tax year 2018
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- Organization
- ROBERT WINTHROP II FOUNDATION OF ATHENS GA 100200 (EIN 58-6420958)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-10
- IRS object ID
- 201921009349100502
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-10T07:41:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581681223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CollinsMoody Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 709 | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 306030709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586420958 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Winthrop Foundation of Athens GA | BusinessNameLine1Txt |
| Business Name Line2 | C/O Robert Winthrop II | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 7065460523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Milledge Circle | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carol Winthrop | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7065461341 | PhoneNum |
| Signature | 2019-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | K Scott Collins | PreparerPersonNm |
| PTIN | P00660951 | PTIN |
| Phone | 7065433493 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-30 | IPDt |
| IP Tm | 18:38:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 11ED48C3602B765442C7B78C107DE83D841DB192 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 125B588E500547D416565FF3701EB71D009B21B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,348,121 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,518 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $432,214 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,837 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,103 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,583 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,583 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,863 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,863 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,657 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,102 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $348,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $223,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $297,672 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $557,291 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $481,722 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $470,883 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $786,373 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $912,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,540,858 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,707 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,606 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,606 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,753,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,656,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,348,121 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $265 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $265 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $265 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $265 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,753,668 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,656,325 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,753,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,656,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,753,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,656,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,753,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,656,325 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,656,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 75000 CVS Caremark | P | 2014-04-24 | 2018-12-10 | $75,000 | $75,568 | -$568 | -$568 |
| 500 Vanguard Real Estate | P | 2010-03-09 | 2018-02-02 | $38,618 | $23,241 | $15,377 | $15,377 |
| 500 Merck & Co. | P | 2015-04-28 | 2018-02-02 | $29,620 | $30,053 | -$433 | -$433 |
| 500 Exxon Mobil Corp | P | 2010-10-20 | 2018-02-02 | $42,206 | $33,160 | $9,046 | $9,046 |
| 300 Marriott Intl | P | 2010-01-01 | 2018-02-02 | $43,157 | $16,645 | $26,512 | $26,512 |
| 700 Time Warner | P | 2014-05-27 | 2018-06-30 | $85,507 | $47,895 | $37,612 | $37,612 |
| 850 American Intl Group | P | 2014-04-24 | 2018-12-10 | $31,217 | $44,678 | -$13,461 | -$13,461 |
| 1000 Thor Industries Inc | P | 2018-05-31 | 2018-12-10 | $57,628 | $92,285 | -$34,657 | -$34,657 |
| 1005 AT&T Inc | P | 2014-05-27 | 2018-10-31 | $29,261 | $47,852 | -$18,591 | -$18,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,837 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,205 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,623,944 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046954 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,551 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,440,683 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053899 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,545 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,527,104 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $129,532 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,560,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050588 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,650 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,406,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045573 | DistributionYr5Rt |
| Total Distribution | 0.241549 | TotalDistributionRt |
| Average Distribution | 0.048310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,682,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $129,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $527 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,129 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $2,069 | OverpaymentAmt |
| Applied To ES Tax | $2,069 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Robert Winthrop II | IndividualWithBooksNm |
| Phone | 7065461341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Milledge Circle | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Robert Winthrop II | ||||||||
| 633 Milledge Circle | Athens | GA | 30606 | Trustee | 10.00 | $0 | $0 | $0 |
| Carol Veatch Winthrop | ||||||||
| 633 Milledge Circle | Athens | GA | 30606 | Trustee | 10.00 | $0 | $0 | $0 |
| Grant Forbes Winthrop | ||||||||
| 1115 5th Avenue | New York | NY | 10128 | Trustee | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,615,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,857 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,723,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,723,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,682,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $527 | TotalTaxAmt |
| Distributable Before Adj | $133,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $133,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $133,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $527 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $118,579 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $118,579 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $102,188 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert Winthrop II | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carol Veatch Winthrop | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 Milledge Circle | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7065460523 | RecipientPhoneNum |
| Form And Info And Materials | No specific form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be for charitable, scientific, literary, religious, educational or similar purposes - charitable purposes. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Farmland Trust | |||||||
| 1150 Connecticut Ave NW Suite 600 | Washington | DC | 20036 | N/A | Public Charity | Contribution for general supportContribution for general supportContribution for general support | $1,000 |
| Ashton Hope Kegan Foundation | |||||||
| 1230 Scotland Bend | Watkinsville | GA | 30677 | N/A | Public Charity | Contribution of General Support | $100 |
| Athens Academy | |||||||
| 1281 Spartan Lane | Athens | GA | 30606 | N/A | Public Charity | Contribution for general support | $1,200 |
| Athens Community Council on Aging | |||||||
| 135 Hoyt St | Athens | GA | 30601 | N/A | Public Charity | Contribution of General Support | $500 |
| Athens Land Trust | |||||||
| 685 N Pope St | Athens | GA | 30601 | N/A | Public Charity | Contribution for general supportContribution for public Support;ListTotal 4100 | $500 |
| Atlantic Salmon Federation | |||||||
| PO Box 807 | Cauis | ME | 04619 | N/A | Public Charity | Contribution for General Support | $300 |
| Piedmont Athens Regional foundation | |||||||
| 1199 Prince Ave | Athens | GA | 30606 | N/A | Public Charity | Contribution for general support | $1,000 |
| Best Friends Animal Society | |||||||
| 500 Angel Canyon Rd | Kaneb | UT | 84741 | N/A | Public Charity | Contribution for general support | $100 |
| Beaverdam Volunteer Fire Department | |||||||
| 2139 Beaverdamn Rd | Winterville | GA | 30683 | N/A | Public Charity | Contribution for general support | $300 |
| Bonefish & Tarpon Trust | |||||||
| 135 San lorenzo Ave Suite 860 | Coral Gables | FL | 33146 | N/A | Public Charity | Contribution for public support | $200 |
| Boys and Girls Club of Athens | |||||||
| 705 Fourth St | Athens | GA | 30601 | N/A | Public Charity | Contribution for general support | $500 |
| Brentwood Camp | |||||||
| PO Box 3350 | Petersborough | NH | 93458 | N/A | Public Charity | Contribution for general support | $100 |
| Colby College Museum of Art | |||||||
| 5600 Mayflower Hill | Waterville | ME | 04901 | N/A | Public Charity | Contribution for general support | $11,000 |
| Cottage Sexual Assalt Center | |||||||
| 3019 lexington Rd | Athens | GA | 30605 | N/A | Public Charity | Contirbution for general supportContribution for general support;ListTotal 2100 | $100 |
| Cute Barrow Nelson Life Foundation | |||||||
| 320 Milledge Heights | Athens | GA | 30606 | N/A | Public Charity | To benefit child cancer patients | $100 |
| Delta Waterfowl Federation | |||||||
| PO Box 3128 | Bismark | ND | 58502 | N/A | Public Charity | Contribution for general support | $500 |
| Cornell Lab of Ornithology | |||||||
| 159 Sapsucker Woods Rd | Ithaca | NY | 14850 | N/A | Public Charity | Contribution for general support | $200 |
| Emmanuel Episcopal Church | |||||||
| 498 Prince Ave | Athens | GA | 30601 | N/A | Public Charity | Contribution for general support;ListTotal 53313;ListTotal 69000 | $10,000 |
| First United Methodist Church | |||||||
| 327 N Lumpkin St | Athens | GA | 30601 | N/A | Public Charity | Contribution for general support | $100 |
| Food Bank of NE Georgia | |||||||
| PO Box 48857 | Athens | GA | 30604 | N/A | Public Charity | Purchase food for the needy;ListTotal 1500 | $5,000 |
| Friends of Oconee Hill Cemetery | |||||||
| 297 Cemetary St | Athens | GA | 30606 | N/A | Public Charity | For upkeep of cemetery | $100 |
| Georgia Historical Society | |||||||
| 104 West Gaston St | Savannah | GA | 31401 | N/A | Public Charity | Contribution for general support | $1,100 |
| Georgia Public Broadcasting | |||||||
| PO Box 409227 | Atlanta | GA | 30384 | N/A | Public Charity | Contribution for general support | $500 |
| Iowa Wesleyan University | |||||||
| 601 N Main St | Mount Pleasant | IA | 52641 | N/A | Public Charity | Contribution for Public Support | $500 |
| Jeanette Rankin Foundation | |||||||
| 1 Huntington Rd | Athens | GA | 30606 | N/A | Public Charity | Contribution for general support | $500 |
| Massachusetts General Hospital | |||||||
| 55 Fruit St | Boston | MA | 02114 | N/A | Public Charity | Contribution for general support | $500 |
| Menlo College | |||||||
| 1000 El Camino Real | Atherton | CA | 94027 | N/A | Public Charity | Contribution for General Support | $500 |
| Monticello Cemetary Assoc | |||||||
| Bank of Montecello | Monticello | MO | 53457 | N/A | Public Charity | Contribution for general support | $100 |
| Morning Star Child And Family Services | |||||||
| PO Box 370 | Brunswich | GA | 31521 | N/A | Public Charity | Contribution for Public Support | $1,000 |
| National Park Foundation | |||||||
| PO Box 17394 | Baltimore | MD | 21297 | N/A | Public Charity | Contribution for general support | $100 |
| National Trust for Historic Preservation | |||||||
| 2600 Virginia Ave NW - Suite 1100 | Washington | DC | 20037 | N/A | Public Charity | Contribution for general support | $100 |
| North Valley Community Foundation | |||||||
| 240 Main St Suite 260 | Chico | CA | 95928 | N/A | Public Charity | Contribution for general support | $500 |
| Oconee River Land Trust | |||||||
| 675 Pulaski St Suite 2300 | Athens | GA | 30601 | N/A | Public Charity | Contribution for general support | $500 |
| Nature Conservancy | |||||||
| 4245 N Faufer Dr Suite 100 | Arlington | VA | 22203 | N/A | Public Charity | Contribution for general supportContribution for general support | $200 |
| Quality Deer Management Foundation | |||||||
| 170 Whitetail Way | Bogart | GA | 30622 | N/A | Public Charity | Contribution for General Support | $200 |
| Quebec Labrador Foundation | |||||||
| 4 South Maine St | Ipswich | MA | 01938 | N/A | Public Charity | To benefit poor people who live in this province | $200 |
| Salvation Army | |||||||
| 484 Hawthorne Ave | Athens | GA | 30606 | N/A | Public Charity | Contribution for general support | $1,000 |
| St Mark's School | |||||||
| 25 Marlboro Rd | Southborough | MA | 01772 | N/A | Public Charity | Contribution for general support | $100 |
| Stanford University | |||||||
| PO Box 20466 | Stanford | CA | 94309 | N/A | Public Charity | For scholarship at boys' camp | $1,000 |
| Stuart Sligh Foundation | |||||||
| 1204 Waltour Rd | Savannah | GA | 31410 | N/A | Public Charity | Contribution of General Support | $500 |
| St Marys Hospice | |||||||
| 1660 Jennings Mill Rd | Watkinsville | GA | 30622 | N/A | Public Charity | Contribution for general support | $100 |
| UGA Foundation | |||||||
| 2405 Mileadge Ave | Athens | GA | 30605 | N/A | Public Charity | Contribution for general support;ListTotal 8400 | $105,950 |
| Young Designers Sewing Program | |||||||
| PO Box 222 | Winterville | GA | 30683 | N/A | Public Charity | Contribution for General Support | $1,000 |
| Atlanta Hope Lodge in Memory of Dave Wells | |||||||
| 1552 Shoup Ct | Decatur | GA | 30083 | N/A | Public Charity | Contribution for general Support | $100 |
| Cine Athens | |||||||
| 234 West Hancock | Athens | GA | 30601 | N/A | Public Charity | Contribution for General Support | $650 |
| Lewistown Cemetary Assoc | |||||||
| PO Box 248 | Lewistown | MD | 63452 | N/A | Public Charity | Contribution for General Support | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,518 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,748 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,837 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,266 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,837 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,103 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Interest earned on savings |
| 4 | Dividends & interest earned on investments |
| 8 | Gain on sale of securities |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25000 Marriott Intl 3% 19 | $24,730 | $24,996 |
| 75000 Scana Corp | $73,874 | $74,606 |
| 75000 Pepsico Inc | $75,311 | $74,995 |
| 25000 Anheuser-Busch | $24,135 | $23,785 |
| 50000 Waste Mgmt Inc | $54,753 | $51,113 |
| 25000 Coca Cola | $24,552 | $24,796 |
| 50000 Walgreens Boot A 2.70% 19 | $50,097 | $49,730 |
| 25000 Apple | $26,307 | $25,006 |
| 25000 JP Morgan Chase | $26,510 | $24,776 |
| 75000 Microsoft Corp | $74,603 | $71,932 |
| 25000 Wells Fargo & Co | $26,850 | $25,148 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 800 SHS Marriott Intl Inc CL A | $24,347 | $86,848 |
| 250 SHS Walgreens Boots ALLI | $8,537 | $17,082 |
| 850 Eastman Chemicals | $70,347 | $62,144 |
| 1800 Intel Corp | $72,497 | $84,474 |
| 4200 Terraform Power inc | $47,724 | $47,124 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1200 SHS SPDR S&P MidCap 400 ETF | FMV | $137,994 | $363,204 |
| 1460 SHS SPDR S&P 500 ETF Tr Exp 1/22/18 | FMV | $225,416 | $364,883 |
| 1100 SHS IShares IBOXX Investop Corp Bond Fd | FMV | $127,941 | $124,102 |
| 1000 SHS IShares TR Russell 2000 Growth Idx | FMV | $85,012 | $168,000 |
| 2400 SHS SPDR KBW Regional Bking | FMV | $51,820 | $112,296 |
| 1000 SHS Vanguard Real Estate | FMV | $22,981 | $37,285 |
| 1600 SHS Vanguard Mid Cap | FMV | $111,544 | $221,088 |
| 150,000 SCH treas Obligations | FMV | $150,000 | $150,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividends receivable | Desc |
| BOY Book Value | $4,707 | BOYBookValueAmt |
| EOY Book Value | $3,606 | EOYBookValueAmt |
| EOYFMV | $3,606 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Charles Schwab/Montag & Assoc | CategoryTxt |
| Amt | $16,583 | Amt |
| Net Investment Income | $16,583 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Income Taxes | $2,263 | $2,263 | $0 | $0 |
| 2018 Estimates paid | $2,600 | $2,600 | $0 | $0 |