Civic Intelligence

The Winthrop H Smith Memorial Foundation Inc

EIN 13-6160365 • Charlotte, NC

401 N Tryon Street NC1-021-07-02Charlotte, NC 28255
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

100th percentile

1934%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,453,957 (-100%) from 2015

Liabilities

Down

$0

Down $27,800 (-100%) from 2015

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$135,085

Down $260,497 (-208%) from 2015

Expenses

Up

$2,476,832

Up $2,420,024 (+4260%) from 2015

Net Income

Down

-$2,611,917

Down $2,680,521 (-3907%) from 2015

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,694,764Liabilities 2011: $45,3002011Assets 2012: $2,757,670Liabilities 2012: $45,3002012Assets 2013: $2,473,232Liabilities 2013: $46,3002013Assets 2014: $2,506,149Liabilities 2014: $27,8002014Assets 2015: $2,453,957Liabilities 2015: $27,8002015Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $446,637Expenses 2011: $1,297,564Net Income 2011: -$850,9272011Revenue 2012: $267,453Expenses 2012: $1,374,570Net Income 2012: -$1,107,1172012Revenue 2013: $282,784Expenses 2013: $702,722Net Income 2013: -$419,9382013Revenue 2014: $191,268Expenses 2014: $57,702Net Income 2014: $133,5662014Revenue 2015: $125,412Expenses 2015: $56,808Net Income 2015: $68,6042015Revenue 2020: -$135,085Expenses 2020: $2,476,832Net Income 2020: -$2,611,9172020

Highlighted filing

2020

Revenue-$135,085
Expenses$2,476,832
Net Income-$2,611,917
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$135,085
Expenses
$2,476,832
Net income
-$2,611,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$2.48$2.61
2015Summary only. Only limited summary data is available for this year.$2.45$0.03$0.13$0.06$0.07
2014Summary only. Only limited summary data is available for this year.$2.51$0.03$0.19$0.06$0.13
2013Summary only. Only limited summary data is available for this year.$2.47$0.05$0.28$0.70$0.42
2012Summary only. Only limited summary data is available for this year.$2.76$0.05$0.27$1.37$1.11
2011Summary only. Only limited summary data is available for this year.$3.69$0.05$0.45$1.30$0.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Sep 30, 2020
Signed
Feb 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erika M RossPresident & Trustee-$0--
Akilah L WeaverSecretary & Trustee-$0--
Lynn RogersTreasurer & Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Winthrop H Smith Memorial
EIN
13-6160365
Phone
9806836106
Address
401 N Tryon Street NC1-021-07-02, Charlotte, NC 28255

Signing Officer

Name
Erika M Ross
Title
President/Trustee
Phone
9806836106
Signed
2021-02-09
Discuss with paid preparer
Yes

Preparer

Firm
McGuireWoods LLP
Address
P O Box 397, Richmond, VA 23218-0397
Preparer
Bradley A Ridlehoover
Phone
8047751000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062912
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0250551
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02624340
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02373789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0250551
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02436701
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02373789
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02624340
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0250551
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0On March 18, 2020, the Foundation resolved to terminate the Foundation and distribute the assets of the Foundation to the Foundation for the Carolinas, to be added to and administered as part of the Bank of America Legacy Employee Relief Fund #1 (Fund identification number 2476) held by E4E Relief LLC, a LLC of which Foundation for the Carolinas is the sole member. All of the Foundation's assets were distributed to the Foundation for the Carolinas on May 26, 2020, September 18 & 21, 2020.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05148
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Investment Income Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Service fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other administration expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010030
TaxesSchedule/TaxesDetail/Amt01485
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Erika M Ross
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09806836106
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Winthrop H Smith Memorial
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0136160365
ReturnHeader/Filer/PhoneNum09806836106
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 N Tryon Street NC1-021-07-02
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028255
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540505857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGuireWoods LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Richmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232180397
ReturnHeader/PreparerPersonGrp/PhoneNum08047751000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bradley A Ridlehoover
ReturnHeader/ReturnTs02021-02-09T09:06:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Erika
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ross
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02020

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