Civic Intelligence

The Winter-Lehman Family Foundation Inc

EIN 82-2866049 • Stockbridge, MA

PO Box 1427Stockbridge, MA 01262
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

52%

Higher net margin than 88% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

38th percentile

-0.1%

Faster asset growth than 38% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2225%

Faster revenue growth than 99% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,495,022

Down $3,323 (-0.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$2,495,022

Down $3,323 (-0.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin88th percentile

Revenue

Up

$378,808

Up $362,513 (+2225%) from 2023

Expenses

Down

$182,304

Down $31,113 (-15%) from 2023

Net Income

Up

$196,504

Up $393,626 (+200%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,618,853Liabilities 2018: $0Net Assets 2018: $2,618,8532018Assets 2019: $2,903,124Liabilities 2019: $1Net Assets 2019: $2,903,1242019Assets 2020: $2,776,182Liabilities 2020: $0Net Assets 2020: $2,776,1822020Assets 2021: $2,835,938Liabilities 2021: $1Net Assets 2021: $2,835,9382021Assets 2022: $2,695,467Liabilities 2022: $1Net Assets 2022: $2,695,4672022Assets 2023: $2,498,345Liabilities 2023: $1Net Assets 2023: $2,498,3452023Assets 2024: $2,495,022Liabilities 2024: $0Net Assets 2024: $2,495,0222024

Highlighted filing

2024

Assets$2,495,022
Liabilities$0
Net Assets$2,495,022
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $4,133,940Expenses 2018: $99,136Net Income 2018: $4,034,8042018Revenue 2019: $734,369Expenses 2019: $224,998Net Income 2019: $509,3712019Revenue 2020: $48,798Expenses 2020: $175,740Net Income 2020: -$126,9422020Revenue 2021: $242,405Expenses 2021: $184,947Net Income 2021: $57,4582021Revenue 2022: $53,382Expenses 2022: $193,853Net Income 2022: -$140,4712022Revenue 2023: $16,295Expenses 2023: $213,417Net Income 2023: -$197,1222023Revenue 2024: $378,808Expenses 2024: $182,304Net Income 2024: $196,5042024

Highlighted filing

2024

Revenue$378,808
Expenses$182,304
Net Income$196,504
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,495,022
Liabilities
$0
Net assets
$2,495,022
Revenue
$378,808
Expenses
$182,304
Net income
$196,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.38$0.18$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.02$0.21$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.05$0.19$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.24$0.18$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.05$0.18$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.73$0.22$0.51
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$4.13$0.10$4.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew WinterPresident-$0--
Jane LehmanTreas, Sec, Director-$0--
Kate WinterDirector-$0--
Michael WinterDirector-$0--
Robert WinterDirector-$0--
David WinterDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Winter-Lehman Family Foundation Inc
EIN
82-2866049
Phone
8477368784
Address
PO Box 1427, Stockbridge, MA 01262

Signing Officer

Name
Matthew Winter
Title
President
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107
Preparer
Adam P Cohen
Phone
8605216400
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Matthew Winter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jane Lehman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Kate Winter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Michael Winter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Robert Winter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5David Winter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treas, Sec, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 1427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 1427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 1427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 1427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 1427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO Box 1427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Stockbridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Stockbridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Stockbridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Stockbridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Stockbridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Stockbridge
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0012621427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1012621427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2012621427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3012621427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4012621427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5012621427
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0161791
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt050000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0211791
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 1427
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Stockbridge
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0012621427
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Matthew Winter President
IRS990PF/StatementsRegardingActyGrp/PhoneNum08477368784
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0winter-lehmanfamilyfoundation.org
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0Loan to Greenagers, a 501(c)(3) public charity, to purchase property for their Americorps Volunteers to live in. 4 year term loan at 4%, with quarterly repayments and balloon payment in September 2028.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt050000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt050000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See website at www.winter-lehmanfamilyfoundation.org/contact ..
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Winter-Lehman Family Foundation Inc
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08477368784
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1427
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Stockbridge
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0012621427
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0.Focus areas include:.Geographic: Greater Boston and Berkshire County, Massachusetts and Denver, Colorado..Programmatic: Children, Animals, Civil and Human Rights, and Hunger and Homelessness.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Generally, 90-day turnaround from completed application.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Matthew Winter
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Fund new food bank - Year 5 of 5.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0Food Bank of Western Mass
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt025 Carew Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Chicopee
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd001020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0160476
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Statement attached.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Grants Awarded - Statement 11 attac
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1427
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Stockbridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001262
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt025000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160476
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0134586
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt065020
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010294
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt039571
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt039571
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0191788
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt077205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065020
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011406
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010294
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0211791
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt077205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0231359
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0154154
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Matthew Winter
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1427
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Stockbridge
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0012621427
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0284085
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0283915
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,985 shares of Oakmark Fund OAKMX
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-07-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt09624
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Interest receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03601
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03601
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0206185
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Contributions - FMV donor's cost basis
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Website and apps
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0145
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06358
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADjustments to cost basis
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt049589
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0Greenagers Inc
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019000
TaxesSchedule/TaxesDetail/Amt0513
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax witholding
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0513
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Winter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12

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