Four Winds Foundation

990PF • Fiscal year 2021 • EIN 35-7086858

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile

15-b Porter RoadBoxford, MA 01921

(978) 500-5833

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $25M-$50M nonprofits • Source year 2021

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $25M-$50M nonprofits • Source year 2021

77%

Higher net margin than 93% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

8.4%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

461%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets15th percentile

Assets

$26,965,029

Up $2,088,042 (+8.4%) from 2020

Net Assets

$26,965,029

Up $2,088,042 (+8.4%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue15th percentile Net Margin93rd percentile

Revenue

$5,757,515

Up $4,731,316 (+461%) from 2020

Expenses

Down

$1,306,052

Down $2,127,168 (-62%) from 2020

Net Income

$4,451,463

Up $6,858,484 (+285%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$26,965,029

Liabilities$0

Net Assets$26,965,029

Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$5,757,515

Expenses$1,306,052

Net Income$4,451,463

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Nov 11, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay20th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DIANA D MERRIAM	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Four Winds Foundation
EIN: 35-7086858
Phone: 9785005833
Address: 15-B PORTER ROAD, BOXFORD, MA 01921

Signing Officer

Name: Diana Merriam
Title: Trustee
Phone: 9785005833
Signed: 2022-11-11
Discuss with paid preparer: Yes

Preparer

Firm: Kahn Litwin Renza & Co Ltd
Address: 1075 MAIN STREET SUITE 130, WALTHAM, MA 02451
Preparer: Paul Nadeau
Phone: 7815478800

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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	FIDELITY #6402 - DETAIL AVAILABLE UPON REQUEST
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DIANA MERRIAM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	15-B PORTER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BOXFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	01921
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9785005833
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	DIANA D MERRIAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	EAGLE HILL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	45 GLENVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	06831
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1105424
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1638960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	533536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1080087
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	533536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	546551
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	546551
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1105424
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	546551
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1080087
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	DIANA MERRIAM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	15-B PORTER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	BOXFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	01921
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	2990625
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	2990625
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	VARIOUS PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2021-12-29
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1427
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1427
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	2367955
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ADJUSTMENT TO CARRY DONATED SECURITIES AT NII BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	US PUBLIC EQUITY K-1- MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	PROGRAM EXPENSES - ALZHEIMERS RESEARCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	7822
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	90000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	43640
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	43640
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	7822
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	90000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	4889
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FED TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	4889
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	120197
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	1125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FIDELITY - INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	1125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	120197
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	21289
TaxesSchedule/TaxesDetail/Amt	1	250
TaxesSchedule/TaxesDetail/Amt	2	11000
TaxesSchedule/TaxesDetail/Amt	3	300
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	2020 FORM MA PC
TaxesSchedule/TaxesDetail/CategoryTxt	2	FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	3	DE FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	3	300
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	21289
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	3	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DIANA MERRIAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9785005833
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	FOUR WINDS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	FOUR
ReturnHeader/Filer/EIN	0	357086858
ReturnHeader/Filer/PhoneNum	0	9785005833
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	15-B PORTER ROAD
ReturnHeader/Filer/USAddress/CityNm	0	BOXFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	01921
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	050409384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KAHN LITWIN RENZA & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1075 MAIN STREET SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WALTHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02451
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7815478800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PAUL NADEAU
ReturnHeader/ReturnTs	0	2022-11-11T15:43:51-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DIANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	MERRIAM
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $26,965,029
Liabilities: $0
Net assets: $26,965,029
Revenue: $5,757,515
Expenses: $1,306,052
Net income: $4,451,463

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$22.5	$0.00	$22.5	$2.54	$6.71	$4.17
2023Detailed filing. Detailed filing data is available for this year.	$26.7	$0.00	$26.7	$1.33	$2.19	$0.86
2022Detailed filing. Detailed filing data is available for this year.	$27.5	$0.00	$27.5	$2.51	$1.95	$0.56
2021Detailed filing. Detailed filing data is available for this year.	$27.0	$0.00	$27.0	$5.76	$1.31	$4.45
2020Detailed filing. Detailed filing data is available for this year.	$24.9	$0.00	$24.9	$1.03	$3.43	$2.41
2019Detailed filing. Detailed filing data is available for this year.	$27.3	$0.00	$27.3	$1.43	$1.88	$0.45
2018Detailed filing. Detailed filing data is available for this year.	$27.7	$0.00	$27.7	$0.83	$1.79	$0.96
2017Detailed filing. Detailed filing data is available for this year.	$28.7	$0.00	$28.7	$1.57	$1.71	$0.15
2016Detailed filing. Detailed filing data is available for this year.	$28.8	$0.00	$28.8	$0.59	$1.67	$1.09
2015Detailed filing. Detailed filing data is available for this year.	$29.9	$0.00	$29.9	$0.16	$0.24	$0.08