Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WINSHAPE FOUNDATIONINC
 
% BRENT RAGSDALE
Number and street (or P.O. box number if mail is not delivered to street address)5200 BUFFINGTON ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30349
A Employer identification number

58-1595471
B Telephone number (see instructions)

(404) 765-8000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,771,603,648J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 15,605,580
2 Check bullet.............
3 Interest on savings and temporary cash investments 4,086 4,086 4,086
4 Dividends and interest from securities... 545,080 545,080 545,080
5a Gross rents............ 5,700 5,700 5,700
b Net rental income or (loss) 5,072
6a Net gain or (loss) from sale of assets not on line 10 99,942,935
b Gross sales price for all assets on line 6a 1,752,894,872
7 Capital gain net income (from Part IV, line 2)... 1,431,257,726
8 Net short-term capital gain......... 159,849
9 Income modifications........... 72,456
10a Gross sales less returns and allowances 449,303
b Less: Cost of goods sold.... 392,435
c Gross profit or (loss) (attach schedule)..... Click to see attachment 56,868 56,868
11 Other income (attach schedule)....... Click to see attachment 1,550,138   1,550,138
12 Total. Add lines 1 through 11........ 117,710,387 1,431,812,592 2,394,177
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 373,886     373,886
14 Other employee salaries and wages...... 16,546,936   625,114 15,331,129
15 Pension plans, employee benefits....... 9,289,541   295,902 7,560,671
16a Legal fees (attach schedule)......... Click to see attachment 117,656 0 540 87,131
b Accounting fees (attach schedule)....... Click to see attachment 68,533 0 2,107 66,426
c Other professional fees (attach schedule).... Click to see attachment 44,500     44,500
17 Interest............... 1,772      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,023,709 593 2,919 19,820,589
19 Depreciation (attach schedule) and depletion... Click to see attachment 3,519,415   137,405
20 Occupancy.............. 3,317,290 444 29,616 3,105,052
21 Travel, conferences, and meetings....... 634,237   14,941 632,464
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 12,451,366 81,040 395,236 11,500,198
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,388,841 82,077 1,503,780 58,522,046
25 Contributions, gifts, grants paid....... 561,680 561,680
26 Total expenses and disbursements. Add lines 24 and 25 66,950,521 82,077 1,503,780 59,083,726
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,759,866
b Net investment income (if negative, enter -0-) 1,431,730,515
c Adjusted net income (if negative, enter -0-)... 890,397
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 657,155 1,709,791,499 1,709,791,499
2 Savings and temporary cash investments......... 26,146,416 0 0
3 Accounts receivable bullet268,764
Less: allowance for doubtful accounts bullet   4,797,606 268,764 268,764
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 306,324 462,990 462,990
9 Prepaid expenses and deferred charges.......... 556,693 525,888 525,888
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 302,570,466 Click to see attachment0 0
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet22,100
Less: accumulated depreciation (attach schedule) bullet   12,000 22,100 22,100
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,719,478 Click to see attachment15,401,706 15,401,706
14 Land, buildings, and equipment: basis bullet74,008,728
Less: accumulated depreciation (attach schedule) bullet40,562,231 35,870,567 33,446,497 33,446,497
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment11,684,204 Click to see attachment11,684,204
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 378,636,705 1,771,603,648 1,771,603,648
Liabilities 17 Accounts payable and accrued expenses.......... 3,217,757 3,112,203
18 Grants payable.................    
19 Deferred revenue................. 5,793,111 1,018,288
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment10,918,647 Click to see attachment20,788,647
23 Total liabilities (add lines 17 through 22)......... 19,929,515 24,919,138
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 358,371,890 1,746,684,510
25 Net assets with donor restrictions............ 335,300 0
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 358,707,190 1,746,684,510
30 Total liabilities and net assets/fund balances (see instructions). 378,636,705 1,771,603,648
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
358,707,190
2
Enter amount from Part I, line 27a .....................
2
50,759,866
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,333,636,031
4
Add lines 1, 2, and 3 ..........................
4
1,743,103,087
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
-3,581,423
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,746,684,510
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MERRILL LYNCH LTCG 2599 P    
b MERRILL LYNCH LTCG 2616 P    
c MERRILL LYNCH STCG 2599 P    
d MERRILL LYNCH STCG 2616 P    
e CORPORATE STOCK LTCG D 2105-07-28 2020-10-30
09 DODGE JOURNEY P 2009-05-29 2020-03-31
09 FORD E350 P 2010-07-14 2020-05-31
01 FORD FOCUS P 2011-06-20 2020-11-30
11 FORD E350 VAN P 2012-04-09 2020-02-29
11 FORD E350 VAN #2 P 2012-05-31 2020-05-31
11 FORD E350 P 2012-06-30 2020-03-31
12 FORD EXPLORER P 2013-05-30 2020-10-26
14 CHEVY TRAVERSE P 2014-08-26 2020-02-29
08 ECONOLINE VAN P 2008-11-30 2020-03-31
07 ECONOLINE VAN P 2008-11-30 2020-11-30
TRACTOR P 2015-05-07 2020-07-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,476,271   2,156,380 319,891
b 4,724,704   4,328,472 396,232
c 1,165,112   1,145,498 19,614
d 11,552,751   11,412,516 140,235
e 1,732,903,578   302,570,466 1,430,333,112
200   0 200
3,500   0 3,500
200   0 200
4,000   0 4,000
3,000   0 3,000
5,000   0 5,000
2,500   0 2,500
4,000   0 4,000
4,000   0 4,000
4,000   0 4,000
42,056   23,814 18,242
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       319,891
b       396,232
c       19,614
d       140,235
e       1,430,333,112
      200
      3,500
      200
      4,000
      3,000
      5,000
      2,500
      4,000
      4,000
      4,000
      18,242
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,431,257,726
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 159,849
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1984-09-10(attach copy of letter if necessary–see instructions)
b Reserved................................ 1 19,901,054
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 19,901,054
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,901,054
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 19,716,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 190,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,906,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,946
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 4,946
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAL, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MD, MS, MO, NC, OH, PA, SC, TN, TX, UT, VA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.winshape.org
    14
    The books are in care ofbulletBRENT RAGSDALE Telephone no.bullet (404) 765-8000

    Located atbullet5200 BUFFINGTON RDATLANTAGA ZIP+4bullet30349
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DONALD M CATHY CEO
    1.0     		0 0 0
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    DAN T CATHY VICE-PRESIDENT
    1.0     		0 0 0
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    BRENT RAGSDALE SECRETARY/TREASURER
    1.0     		0 0 0
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    MICHAEL SCHIEFFER PRESIDENT
    40.0     		373,886 61,421 0
    PO BOX 490007
    ROME,GA30149
    CYNTHIA K CATHY DIRECTOR
    1.0     		0 0 0
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    RHONDA P CATHY DIRECTOR
    1.0     		0 0 0
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    JAMES CATHY DIRECTOR
    1.0     		0 0 0
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    PHILIP S TUTTLE DIRECTOR
    1.0     		0 0 0
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    JULIE BAUMGARDNER DIRECTOR
    1.0     		0 0 0
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    GARY DONALDSON OPERATIONS DIRECTOR
    40.0     		174,694 49,112  
    2277 MARTHA BERRY HWY
    ROME,GA30149
    RILEY GREEN III PROGRAM DIRECTOR
    40.0     		173,678 49,004  
    5200 BUFFINGTON ROAD
    ATLANTA,GA30349
    FREDERICK GUSHUE JR OPERATIONS DIRECTOR
    40.0     		164,825 48,162  
    2277 MARTHA BERRY HWY
    ROME,GA30149
    WILLIAM SARRATT PROGRAM DIRECTOR
    40.0     		159,497 47,668  
    2277 MARTHA BERRY HWY
    ROME,GA30149
    STANLEY HOGAN MARKETING DIRECTOR
    40.0     		145,546 46,462  
    2277 MARTHA BERRY HWY
    ROME,GA30149
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GRAHAM COMMERCIAL CONTRACTORS LLC CONSTRUCTION 428,656
    218 E MAIN STREET
    CARTERSVILLE,GA30120
    STACKED HEARTS PRODUCTIONS LLC EVENT SERVICES 1,224,256
    1670 STOKES AVENUE SW
    ATLANTA,GA30310
    WATTERS & ASSOCIATES LANDSCAPE LANDSCAPE SERVICES 393,662
    134 SILVER AVENUE
    ROME,GA30161
    STORY FIRST CREATIVE AGENCY LLC VISUAL DESIGN 364,846
    691 JOHN WESLEY DOBBS AVENUE NE
    ATLANTA,GA30312
    NGE HEATING & AIR CONDITIONING HVAC CONTRACTOR 274,444
    1743 CALHOUN ROAD NE
    ROME,GA30161
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 WINSHAPE CAMPS 15,610,001
    2 WINSHAPE RETREAT 10,761,865
    3 WINSHAPE HOMES 7,662,160
    4 WINSHAPE COLLEGE 4,358,772
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,490,516,741
    b
    Average of monthly cash balances.......................
    1b
    3,053,382
    c
    Fair market value of all other assets (see instructions)................
    1c
    52,408
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,493,622,531
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,493,622,531
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,404,338
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,471,218,193
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    73,560,910
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    59,083,726
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    2,629,978
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    61,713,704
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    61,713,704
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 0
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
    1984-09-10
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    890,397 910,437 486,724 395,407 2,682,965
    b 85% of line 2a ......... 756,837 773,871 413,715 336,096 2,280,519
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		61,713,704 39,891,937 32,003,170 29,726,849 163,335,660
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		61,713,704 39,891,937 32,003,170 29,726,849 163,335,660
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 1,771,603,648 1,711,267,142 948,393,709 700,331,460 5,131,595,959
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		49,040,607 40,602,763 23,556,256 19,928,685 133,128,311
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BERRY COLLEGE
    2277 MARTHA BERRY HIGHWAY
    MT BERRY,GA30149     		N/A PC SCHOLARSHIPS 561,680
    Total .................................bullet 3a 561,680
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aCAMP FEES         261,148
    bTEAMS FEES         277,623
    cRETREAT INCOME 721000 10,597     211,295
    dMARRIAGE INCOME         225,981
    eCOLLEGE FEE INCOME         19,389
    fFOSTER CARE INCOME         330,059
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 4,086  
    4 Dividends and interest from securities....     14 545,080  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 5,072  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 99,942,935  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     26 56,868  
    11 Other revenue:
    aMISCELLANEOUS INCOME     		        214,046
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 10,597 100,554,041 1,539,541
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    102,104,179
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A BOYS AND GIRLS SUMMER CAMP PROGRAMS WHICH FOSTER SELF WORTH
    1B EDUCATIONAL TRAINING PROGRAM USED TO DEVELOP SELF WORTH, LEADERSHIP AND TEAM BUILDING
    1C EDUCATIONAL RETREAT PROGRAM FOR MARRIAGE ENRICHMENT AND GROUP EDUCATIONAL DEVELOPMENT
    1D MARRIAGE ENRICHMENT PROGRAM
    1E LEADERSHIP DEVELOPMENT PROGRAM FOR COLLEGE STUDENTS
    1F FOSTER CARE PROGRAM WITH THE GA DEPT OF FAMILY AND CHILDREN SERVICES
    11B TAX VENDOR COMPENSATION, DEPOSITS FORFEITTURES AND OTHER MISC INCOME
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    WINSHAPE FOUNDATIONINC
     
    Employer identification number

    58-1595471
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WINSHAPE FOUNDATIONINC
          		Employer identification number
    58-1595471
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CHICK-FIL-A INC
    5200 BUFFINGTON RD
     
    ATLANTA, GA30349

    		$ 1,206,504


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    NATIONAL CHRISTIAN FDN
    1100 JOHNSON FERRY RD NE SUITE 24
     
    ATLANTA, GA30342

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    DWARF HOUSE GROUP
    5200 BUFFINGTON ROAD
     
    ATLANTA, GA30349

    		$ 5,934


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    A GOOD NAME FOUNDATION INC
    3350 RIVERWOOD PARKWAY SUITE 1600
     
    ATLANTA, GA30339

    		$ 14,330,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    MATTHEW BROMS
    2515 BETHANY CHURCH ROAD
     
    MILTON, GA30004

    		$ 8,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    THE NATIONAL CHRISTIAN FOUNDATION
    15 NORTH EOLA DRIVE
     
    ORLANDO, FL32801

    		$ 6,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    WINSHAPE FOUNDATIONINC
          		Employer identification number

    58-1595471
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 FOOD $ 5,934  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    WINSHAPE FOUNDATIONINC
          		Employer identification number

    58-1595471
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WARREN AVERET LLC 11,500     11,500
    CAPIN CROUSE LLP 51,333   1,861 49,472
    BATTS MORRISON WALES & LEE PA 5,700   246 5,454

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 GeneralExplanationAttachment
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Identifier Return Reference Explanation
    WinShape Homes LLC WinShape Homes LLC WinShape Foundation, Inc. is the sole member of WinShape Homes, LLC and WinShape Foster Care, LLC. The financial information for WinShape Homes, LLC and WinShape Foster Care,LLC are included in the 990PF return for WinShape Foundation, Inc. and there is no separate filing for WinShape Homes, LLC or WinShape Foundation, LLC.
    DEPRECIATION PART 1 LINE 19 DEPRECIATION PART 1 LINE 19 WinShape Foundation, Inc. 58-1595471 2020 Form 990-PF Part I, Line 19/Part II, Line 14 CLASS ACQ VALUE PRIOR AC DEP CURRENT DEP TOTAL AC DEP AUTOS 2,644,552 1,483,676 362,818 1,846,495 BLDG 8,003,533 2,833,172 199,135 3,032,308 EQUIPT 4,882,416 4,062,275 176,553 4,238,828 FURN & FIXTURES 4,986,021 4,675,586 61,776 4,737,362 LAND IMPROV 292,369 221,921 7,248 229,169 LEASEHOLD 55,267,726 28,052,932 2,537,438 30,590,370 OFFICE EQUIPT 1,270,062 1,151,119 49,753 1,200,871 SOFTWARE 1,194,065 895,329 127,869 1,023,198 GRAND TOTALS 78,540,744 43,376,010 3,522,592 46,898,602 LESS DISPOSITION 6,724,405 6,336,371 NET TOTALS 71,816,339 40,562,231 DEPREC ASSETS 71,816,339 LAND 1,881,440 LAND DISPOSITION (125,000) CONST IN PROGRES 435,949 LESS ACCUM DEPRC (40,562,231) NET FIXED ASSETS 33,446,497 INVESTMENT ASSETS REAL ESTATE (FMV) 22,100 PER BAL. SHEET 33,468,597
    AMORTIZATION PART 1 LINE 23 AMORTIZATION PART 1 LINE 23 WinShape Foundation Copier Lease Amortization Schedule 2020 FORM 990PF PART 1 LINE 23 AMORTIZATION EXPENSE $42,470.50 7.000% 0.583% PMT DATE PMT Amt Interest Principal Lease Liab ROU Amort ROU Asset Bal 1/1/2020 - - 42,470.50 - 37,331.07 1/15/2020 3,168.00 247.74 2,920.26 39,550.24 2,666.51 34,664.56 2/15/2020 3,168.00 230.71 2,937.29 36,612.95 2,666.51 31,998.05 3/15/2020 3,168.00 213.58 2,954.42 33,658.53 2,666.51 29,331.54 4/15/2020 3,168.00 196.34 2,971.66 30,686.87 2,666.51 26,665.03 5/15/2020 3,168.00 179.01 2,988.99 27,697.88 2,666.51 23,998.52 6/15/2020 3,168.00 161.57 3,006.43 24,691.45 2,666.51 21,332.01 7/15/2020 3,168.00 144.03 3,023.97 21,667.48 2,666.51 18,665.50 8/15/2020 3,168.00 126.39 3,041.61 18,625.87 2,666.51 15,998.99 9/15/2020 3,168.00 108.65 3,059.35 15,566.52 2,666.51 13,332.48 10/15/2020 3,168.00 90.80 3,077.20 12,489.32 2,666.51 10,665.97 11/15/2020 3,168.00 72.85 3,095.15 9,394.17 2,666.51 7,999.46 12/15/2020 3,168.00 54.80 3,113.20 6,280.97 2,666.51 5,332.95 1/15/2021 3,168.00 36.64 3,131.36 3,149.61 2,666.51 2,666.44 2/15/2021 3,168.00 18.39 3,149.61 0.00 2,666.44 (0.00) Current Yr Amortization $29,331.61 Total Amount of Amortization $37,331.07

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Name of Stock End of Year Book Value End of Year Fair Market Value
    NON VOTING STOCK HELD    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EQUITY SECURITIES/MUTUAL FUNDS   15,401,706 15,401,706

    TY 2020 LegalFeesSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ARNALL GOLDEN GREGORY LLP 8,293   170 8,123
    THE BALDWIN LAW FIRM, LLC 953     953
    CT CORPORATION SYSTEM 402     402
    TROUTMAN PEPPER HAMILTON SANDE 11,419   218 20,401
    ALSTON & BIRD 577   7 333
    GAMMON & GRANGE PC 10,138     10,138
    GREGORY,DOYLE CALHOUN & ROGERS 21,863   60 21,803
    OGLETREE DEAKINS NASH SMOACK 1,766   36 1,729
    CLARK IMMIGRATION LLC 1,350   28 1,322
    GALARDI LAW 5,550     5,550
    LITTLER MENDELSON PC 4,303     4,303
    RUTHERFORD & CHRISTIE LLP 39,976   21 1,008
    TAYLOR ENGLISH DUMA LLPO 6,870     6,870
    THOMPSON HINE LLP 3,266     3,266
    USCIS 930     930


    TY 2020 OtherAssetsSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OPERATING LEASE ROU ASSETS 0 11,651,364 11,651,364
    FINANCE LEASE ROU ASSETS 0 32,840 32,840


    TY 2020 OtherDecreasesSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Description Amount
    UNREALIZED ACTUARIAL LOSS -3,581,423


    TY 2020 OtherExpensesSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOOD 802,995   9,925 778,744
    INSURANCE 429,636 34 17,600 412,037
    OFFICE EXPENSES 158,685   4,312 171,289
    PROGRAMMING 3,895,057   158,561 4,010,317
    ADVERTISING 1,022,778   36,099 1,037,019
    STAFF EXPENSES 724,004   21,646 673,317
    FINANCE & BANK CHARGES 205,932 81,006 83,960 121,714
    SPECIAL ACTIVITIES 952,557   16,475 954,276
    KITCHEN & MISCELLANEOUS 629,564   17,059 307,500
    OTHER SERVICES 29,752   1,796 6,085
    CONTRACT LABOR 1,310,880   27,803 1,329,743
    SUPPORT SERVICES 1,030,751     1,030,751
    IT EXPENSES 614,190     610,843
    STORE EXPENSE 55,293     56,563
    ORDINARY LOSSES 559,960     0
    AMORTIZATION EXPENSE 29,332     0


    TY 2020 OtherIncomeSchedule2
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 214,047   214,047
    UNRELATED BUSINESS INCOME 10,597   10,597
    FEE INCOME 995,435   995,435
    STATE FOSTER CARE ALLOWANCE 330,059   330,059


    TY 2020 OtherIncreasesSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Description Amount
    ROUNDING 4
    PY UNREALIZED GAINS ON INVESTMENTS 1,331,310,050
    CY UNREALIZED GAINS ON INVESTMENTS 2,325,977


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Description Beginning of Year - Book Value End of Year - Book Value
    EQUIPMENT LEASE PAYABLE 42,471 34,234
    ACCRUED POST RETIREMENT BENEFI 10,197,459 8,329,479
    DEFERRED RENT 663,060 0
    OPERATING LEASE 0 12,424,934
    TAX PAYABLE 15,657 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRICE WATERHOUSE 34,500     34,500
    PORTFOLIO EVALUATIONS INC 10,000     10,000


    TY 2020 SalesOfInventoryList 
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    FOOD AND STORE SALES 449,303 392,435 56,868

    TY 2020 TaxesSchedule
    Name:
    WINSHAPE FOUNDATIONINC
    EIN:
    58-1595471
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL PROPERTY TAXES 22,895 593 593 10,561
    SALES & USE TAX 58,069   2,286 57,266
    OTHER TAXES 5,246   40 5,263
    EXCISE TAXES 19,937,499     19,747,499