WINTER 2020 FAMILY FOUNDATION TA: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WINTER 2020 FAMILY FOUNDATION TA (EIN 85-6675859)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349103885
- Schema version
- 2025v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:37:28-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WollackLewitz LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Elm Street | AddressLine1Txt |
| City | Old Saybrook | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06475 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 856675859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTERER 2020 FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO MELISSA J DETRICK JD CTFA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINT | BusinessNameControlTxt |
| Phone | 4192594736 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE SUITE 1500 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA J DETRICK | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK MATLOSZ CPA | PreparerPersonNm |
| PTIN | P01419487 | PTIN |
| Phone | 8603884451 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,486,219 | 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 | $11,475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,475 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,475 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $38,081 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,081 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,081 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,844 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $189,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,400 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,556 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,754 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,377 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,377 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,660 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,556 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,087 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,928,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,418,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,418,132 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,955,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,486,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,486,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,955,824 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,486,219 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,955,824 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,486,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,955,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,486,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,955,824 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,551 | ExcessRevenueOverExpensesAmt |
| Other Increases | $505,844 | OtherIncreasesAmt |
| Subtotal | $3,486,219 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,486,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100.000 ALPHABET INC CL A | P | 2020-01-01 | 2025-08-11 | $20,102 | $5,120 | $14,982 | $14,982 |
| 50.000 BROADCOM INC | P | 2020-01-01 | 2025-08-11 | $15,223 | $2,456 | $12,767 | $12,767 |
| 100.000 AMAZON COM INC | P | 2020-01-01 | 2025-08-11 | $22,211 | $376 | $21,835 | $21,835 |
| 150.000 APPLE INC | P | 2020-01-01 | 2025-08-11 | $34,487 | $4,937 | $29,550 | $29,550 |
| 150.000 ZOETIS INC | P | 2020-01-01 | 2025-08-11 | $22,181 | $25,880 | -$3,699 | -$3,699 |
| 100.000 CATERPILLAR INC | P | 2020-01-01 | 2025-11-25 | $55,887 | $2,129 | $53,758 | $53,758 |
| 562.000 KENVUE INC | P | 2020-01-01 | 2025-11-25 | $9,321 | $200 | $9,121 | $9,121 |
| Capital Gain Dividends | $1,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,844 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,558 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,558 | SubtotalAmt |
| Tax Based On Investment Income | $2,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,657 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,657 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,099 | OverpaymentAmt |
| Applied To ES Tax | $1,099 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA J DETRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4192594736 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE SUITE 1500 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK NATIONAL ASSOCIATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVENUE SUITE 1500 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,754 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,139,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,186,402 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,186,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,138,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,558 | TotalTaxAmt |
| Distributable Before Adj | $154,372 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $154,372 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $154,372 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,377 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $155,377 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,372 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,172 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,871 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,982 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $21,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,377 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,372 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,005 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,030 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,172 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,871 | ExcessFromYear4Amt |
| Excess From Year3 | $11,982 | ExcessFromYear3Amt |
| Excess From Current Year | $1,005 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH ST 6TH FLOOR | BOSTON | MA | 02110 | N/A | PC | TO SUPPORT SCHOOL EDUCATIONAL PROGRAMS | $8,500 |
| GARDEN CITY HARVEST | |||||||
| 1657 RIVER ROAD | MISSOULA | MT | 59801 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS | $2,500 |
| EARTH JUSTICE | |||||||
| 48 WALL ST 19TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS | $10,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS | $8,500 |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | PC | TO SUPPORT HOSPITAL OPERATIONS | $1,000 |
| WRIGHT LOCKE FARM | |||||||
| 78 RIDGE STREET | WINCHESTER | MA | 01890 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS | $5,000 |
| OWEN GRADUATE SCHOOL OF MANAGEMENT | |||||||
| 401 21ST AVE S | NASHVILLE | TN | 37203 | N/A | PC | TO SUPPORT SCHOOL EDUCATIONAL PROGRAMS | $1,000 |
| NORTHFIELD MOUNT HERMON | |||||||
| ONE LAMPLIGHTER WAY | GILL | MA | 01354 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS | $1,000 |
| GARDEN CITY FLYERS | |||||||
| 1650 N RUSSELL APT F | MISSOULA | MT | 59808 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS | $5,000 |
| PORTSMOUTH ABBEY SCHOOL | |||||||
| 285 CORYS LANE | PORTSMOUTH | RI | 02871 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS. | $2,500 |
| CATHOLIC CHARITIES | |||||||
| 501 LOMBARD ST | NEW HAVEN | CT | 06513 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS. | $5,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | N/A | PC | TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS. | $10,000 |
| BOYS GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET SUITE 3B | BOSTON | MA | 02110 | N/A | PC | TO HELP SUPPORT PROGRAM INITIATIVES. | $5,000 |
| LA COLABORATIVA | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | N/A | PC | To support the Survival Programs for their largely Latinx, immigrant, and Spanish-speaking communities. | $5,000 |
| LEXINGTON COMMUNITY FARM | |||||||
| 52 LOWELL ST | LEXINGTON | MA | 02420 | N/A | PC | GENERAL USE AND SUPPORT. | $1,000 |
| GLACIER ICE RINK | |||||||
| 1101 SOUTH AVE W | MISSOULA | MT | 59801 | N/A | PC | Helps continue to inspire a lifelong passion for ice sports among people of all ages and abilities. | $5,000 |
| FIVE VALLEYS LAND TRUST | |||||||
| 120 HICKORY ST STE B | MISSOULA | MT | 59801 | N/A | PC | GENERAL USE AND SUPPORT OF LAND CONSERVATION. | $5,000 |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | None | PC | SUPPORT ANIMAL RESCUE | $2,500 |
| BOSTON BALLET | |||||||
| 539 WASHINGTON STREET | BOSTON | MA | 02111 | None | PC | SUPPORT FOR BALLET EDUCATION | $2,500 |
| SEARS HOUSE ASSOCIATION | |||||||
| 42 BEACON STREET | BOSTON | MA | 02108 | None | PC | SUPPORT FOR CULTURE | $500 |
| THE COUNTRY CLUB EMPLOYEE EDUCATION | |||||||
| 191 CLYDE STREET | CHESTNUT HILL | MA | 02467 | None | PC | SUPPORT FOR EDUCATIONAL SCHOLARSHIP | $2,500 |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | None | PC | SUPPORT FOR EDUCATION | $10,000 |
| CAPE DECISION LIGHTHOUSE SOCIETY | |||||||
| 76 SALMON BEACH | TACOMA | WA | 98407 | None | PC | SUPPORT FOR LIGHTHOUSE PRESERVATION | $1,000 |
| GREEN CAMBRIDGE | |||||||
| 99 BISHOP ALLEN DR SUITE 1C | CAMBRIDGE | MA | 02139 | None | PC | SUPPORT FOR SUSTAINABLE CITY ENVIROMENT | $1,000 |
| SMILE TRAIN | |||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | None | PC | SUPPORT FOR CHILDREN MEDICAL NEEDS | $5,000 |
| MISSOULA ECONOMIC PARTNERSHIP | |||||||
| 500 N HIGGINS AVE | MISSOULA | MT | 59802 | None | PC | SUPPORT MISSOULA BUSINESS GROWTH | $10,000 |
| MISSOULA INTERFAITH COLLABORATIVE | |||||||
| 2205 34TH ST | MISSOULA | MT | 59801 | None | PC | SUPPORT FAITH COMMUNITY | $2,500 |
| BLUE MOUNTAIN CLINIC | |||||||
| 610 N CALIFORNIA ST | MISSOULA | MT | 59802 | None | PC | TO SUPPORT HEALTHCARE | $2,500 |
| CHARLES RIVER WATERSHED ASSOCIATION | |||||||
| 41 WEST ST FLOOR 8 | BOSTON | MA | 02111 | None | PC | SUPPORT PROTECTING AND RESTORING THE CHARLES RIVER AND ITS SURROUNDING WATERSHED | $2,000 |
| FARMKIND | |||||||
| 3770 COUNTY ROAD 1 | HECTOR | NY | 14841 | None | PC | SUPPORT CHARITIES HELPING MILLIONS OF FARMED ANIMALS | $5,000 |
| HIDEO SASAKI FOUNDATION | |||||||
| 110 CHAUNCY ST STE 200 | BOSTON | MA | 02111 | None | PC | SUPPORT COMMUNITY | $1,000 |
| HUYCK PRESERVE | |||||||
| 5052 DELAWARE TURNPIKE | RENSSELAERVILLE | NY | 12147 | None | PC | SUPPORT HUYCK NATURE RESERVE | $5,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | None | PC | GENERAL SUPPORT TO HOSPITAL | $2,000 |
| PEABODY ESSEX MUSEUM | |||||||
| 161 ESSEX ST | SALEM | MA | 01970 | None | PC | SUPPORT LOCAL ART MUSEUM | $2,000 |
| ROSIE'S LACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | None | PC | PROVIDES WOMEN EMERGENCY SHELTER AND MEALS ETC | $2,000 |
| THE 1882 HOUSE FOUNDATION INC | |||||||
| 191 CLYDE ST | CHESTNUT HILL | MA | 02467 | None | PC | SUPPORT HISTORIC BUILDING PRESERVATION | $2,000 |
| UNITED WAY MISSOULA COUNTY | |||||||
| 412 W ALDER ST | MISSOULA | MT | 59802 | None | PC | SUPPORT MISSOULA COMMUNITY | $2,500 |
| URBAN BEE LAB | |||||||
| 839 ALBANY ST | BOSTON | MA | 02119 | None | PC | SUPPORT RESEARCH ON BEES AND ITS COMMUNITY | $1,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | None | PC | SUPPORT PUBLIC MEDIA ORGANIZATION | $1,000 |
| WGBH EDUCATION FOUNDATION | |||||||
| 1 GUEST ST | BOSTON | MA | 02135 | None | PC | SUPPORT EDUCATIONAL CONTENT PRODUCTION | $1,000 |
| YOUTH HOME INC | |||||||
| 20400 COLONEL GLENN ROAD | LITTLE ROCK | AR | 72210 | None | PC | SUPPORT YOUTH MENTAL HEALTH | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,475 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,081 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,844 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $189,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,660 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX FOR 2024 | CategoryTxt |
| Amt | $1,400 | Amt |
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