2026-05-14T13:37:28-07:00 2025-12-31 061533072 WollackLewitz LLC 36 Elm Street Old Saybrook CT 06475 990PF 2025-01-01 856675859 WINTERER 2020 FAMILY FOUNDATION CO MELISSA J DETRICK JD CTFA WINT 4192594736 300 MADISON AVENUE SUITE 1500 TOLEDO OH 43604 MELISSA J DETRICK Trustee 2026-05-14 true MARK MATLOSZ CPA P01419487 8603884451 2025 2025-03-06 01:10:19Z X 3486219 X X 11475 11475 11475 38081 38081 38081 139844 180942 139844 189400 189400 49556 10754 5377 5377 2660 1400 35 14849 5377 5377 150000 150000 164849 5377 155377 24551 184023 49556 27466 68087 68087 2928358 3418132 3418132 2955824 3486219 3486219 0 X 2955824 3486219 2955824 3486219 2955824 3486219 2955824 24551 505844 3486219 3486219 100.000 ALPHABET INC CL A P 2020-01-01 2025-08-11 20102 5120 14982 14982 50.000 BROADCOM INC P 2020-01-01 2025-08-11 15223 2456 12767 12767 100.000 AMAZON COM INC P 2020-01-01 2025-08-11 22211 376 21835 21835 150.000 APPLE INC P 2020-01-01 2025-08-11 34487 4937 29550 29550 150.000 ZOETIS INC P 2020-01-01 2025-08-11 22181 25880 -3699 -3699 100.000 CATERPILLAR INC P 2020-01-01 2025-11-25 55887 2129 53758 53758 562.000 KENVUE INC P 2020-01-01 2025-11-25 9321 200 9121 9121 Capital Gain Dividends 1530 139844 2558 2558 2558 3657 3657 1099 1099 false false false false false false false false true MA true false false false false true N/A MELISSA J DETRICK 4192594736 300 MADISON AVENUE SUITE 1500 TOLEDO OH 43604 false false false false false false false false false false false false false false false false false false false false false false KEYBANK NATIONAL ASSOCIATION 300 MADISON AVENUE SUITE 1500 TOLEDO OH 43604 Trustee 1.00 10754 NONE NONE 3139101 47301 0 3186402 0 3186402 47796 3138606 156930 156930 2558 2558 154372 154372 154372 155377 155377 154372 5172 3871 11982 21025 155377 0 154372 1005 22030 0 5172 16858 3871 11982 1005 X CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH ST 6TH FLOOR BOSTON MA 02110 N/A PC TO SUPPORT SCHOOL EDUCATIONAL PROGRAMS 8500 GARDEN CITY HARVEST 1657 RIVER ROAD MISSOULA MT 59801 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS 2500 EARTH JUSTICE 48 WALL ST 19TH FLOOR NEW YORK NY 10005 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS 10000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS 8500 CHILDREN'S HOSPITAL BOSTON 300 LONGWOOD AVE BOSTON MA 02115 N/A PC TO SUPPORT HOSPITAL OPERATIONS 1000 WRIGHT LOCKE FARM 78 RIDGE STREET WINCHESTER MA 01890 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS 5000 OWEN GRADUATE SCHOOL OF MANAGEMENT 401 21ST AVE S NASHVILLE TN 37203 N/A PC TO SUPPORT SCHOOL EDUCATIONAL PROGRAMS 1000 NORTHFIELD MOUNT HERMON ONE LAMPLIGHTER WAY GILL MA 01354 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS 1000 GARDEN CITY FLYERS 1650 N RUSSELL APT F MISSOULA MT 59808 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS 5000 PORTSMOUTH ABBEY SCHOOL 285 CORYS LANE PORTSMOUTH RI 02871 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS. 2500 CATHOLIC CHARITIES 501 LOMBARD ST NEW HAVEN CT 06513 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS. 5000 PARTNERS IN HEALTH 800 BOYLSTON ST SUITE 300 BOSTON MA 02199 N/A PC TO HELP SUPPORT THE ORGANIZATION'S OPERATIONS. 10000 BOYS GIRLS CLUB OF BOSTON 200 HIGH STREET SUITE 3B BOSTON MA 02110 N/A PC TO HELP SUPPORT PROGRAM INITIATIVES. 5000 LA COLABORATIVA 318 BROADWAY CHELSEA MA 02150 N/A PC To support the Survival Programs for their largely Latinx, immigrant, and Spanish-speaking communities. 5000 LEXINGTON COMMUNITY FARM 52 LOWELL ST LEXINGTON MA 02420 N/A PC GENERAL USE AND SUPPORT. 1000 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. 5000 FIVE VALLEYS LAND TRUST 120 HICKORY ST STE B MISSOULA MT 59801 N/A PC GENERAL USE AND SUPPORT OF LAND CONSERVATION. 5000 ANIMAL RESCUE LEAGUE OF BOSTON 10 CHANDLER ST BOSTON MA 02116 None PC SUPPORT ANIMAL RESCUE 2500 BOSTON BALLET 539 WASHINGTON STREET BOSTON MA 02111 None PC SUPPORT FOR BALLET EDUCATION 2500 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 2500 WILLIAMS COLLEGE 880 MAIN STREET WILLIAMSTOWN MA 01267 None PC SUPPORT FOR EDUCATION 10000 CAPE DECISION LIGHTHOUSE SOCIETY 76 SALMON BEACH TACOMA WA 98407 None PC SUPPORT FOR LIGHTHOUSE PRESERVATION 1000 GREEN CAMBRIDGE 99 BISHOP ALLEN DR SUITE 1C CAMBRIDGE MA 02139 None PC SUPPORT FOR SUSTAINABLE CITY ENVIROMENT 1000 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 None PC SUPPORT FOR CHILDREN MEDICAL NEEDS 5000 MISSOULA ECONOMIC PARTNERSHIP 500 N HIGGINS AVE MISSOULA MT 59802 None PC SUPPORT MISSOULA BUSINESS GROWTH 10000 MISSOULA INTERFAITH COLLABORATIVE 2205 34TH ST MISSOULA MT 59801 None PC SUPPORT FAITH COMMUNITY 2500 BLUE MOUNTAIN CLINIC 610 N CALIFORNIA ST MISSOULA MT 59802 None PC TO SUPPORT HEALTHCARE 2500 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 2000 FARMKIND 3770 COUNTY ROAD 1 HECTOR NY 14841 None PC SUPPORT CHARITIES HELPING MILLIONS OF FARMED ANIMALS 5000 HIDEO SASAKI FOUNDATION 110 CHAUNCY ST STE 200 BOSTON MA 02111 None PC SUPPORT COMMUNITY 1000 HUYCK PRESERVE 5052 DELAWARE TURNPIKE RENSSELAERVILLE NY 12147 None PC SUPPORT HUYCK NATURE RESERVE 5000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 None PC GENERAL SUPPORT TO HOSPITAL 2000 PEABODY ESSEX MUSEUM 161 ESSEX ST SALEM MA 01970 None PC SUPPORT LOCAL ART MUSEUM 2000 ROSIE'S LACE 889 HARRISON AVE BOSTON MA 02118 None PC PROVIDES WOMEN EMERGENCY SHELTER AND MEALS ETC 2000 THE 1882 HOUSE FOUNDATION INC 191 CLYDE ST CHESTNUT HILL MA 02467 None PC SUPPORT HISTORIC BUILDING PRESERVATION 2000 UNITED WAY MISSOULA COUNTY 412 W ALDER ST MISSOULA MT 59802 None PC SUPPORT MISSOULA COMMUNITY 2500 URBAN BEE LAB 839 ALBANY ST BOSTON MA 02119 None PC SUPPORT RESEARCH ON BEES AND ITS COMMUNITY 1000 WBUR 890 COMMONWEALTH AVENUE BOSTON MA 02215 None PC SUPPORT PUBLIC MEDIA ORGANIZATION 1000 WGBH EDUCATION FOUNDATION 1 GUEST ST BOSTON MA 02135 None PC SUPPORT EDUCATIONAL CONTENT PRODUCTION 1000 YOUTH HOME INC 20400 COLONEL GLENN ROAD LITTLE ROCK AR 72210 None PC SUPPORT YOUTH MENTAL HEALTH 2500 150000 14 11475 14 38081 18 139844 189400 189400 false false false false false false false false false false MISCELLANEOUS 35 ACCOUNTING 2660 0 0 0 EXCISE TAX FOR 2024 1400