Nonprofit · EIN 04-6897800
WINDOVER FOUNDATION
Also known as LEWIS DAVID W JR TTEE
Tax-exempt · BOSTON, MA 02210
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $1,109,507 | $1,270,318 | -$160,811 | $17,060,055 | $250 | $17,059,805 |
| July 31, 2024 | 990-PF | $590,411 | $1,246,514 | -$656,103 | $17,193,903 | $250 | $17,193,653 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $529,092
- Interest
- $6,820
- Net gain from sales of assets
- $573,595
Expenses
- Grants and similar amounts paid
- $992,880
- Disbursements for charitable purposes
- $1,142,776
- Excise tax on investment income
- $13,649
Balance sheet and other
- Total assets, start of year
- $17,193,903
- Total assets, end of year
- $17,060,055
- Total liabilities, end of year
- $250
- Net assets, end of year
- $17,059,805
- Fair market value of assets
- $25,673,742
- Qualifying distributions
- $1,142,776
- Net investment income
- $1,109,507
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSANNA FULLER 2705 FERN LN, HALIFAX NS, B3K 4L3, CA | TRUSTEE | 0.25 | $0 |
| THOMAS HASTINGS 43 LAREDO LN, ROCHESTER, NH 03868 | TRUSTEE | 0.25 | $0 |
| DR DIANE HASTINGS 26 TRAILRIDGE CT, POTOMAC, MD 20853 | TRUSTEE | 0.25 | $0 |
| JOHN A MCBRINE NUTTER - 155 SEAPORT BLVD, BOSTON, MA 02210 | TRUSTEE | 4 | $0 |
| TIMOTHY B GEORGE CATALYST FINCL-200 CLARENDON ST, BOSTON, MA 02116 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended July 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSANNA FULLER 2705 FERN LN, HALIFAX NS, B3K 4L3, CA | TRUSTEE | 0.25 | $0 |
| THOMAS HASTINGS 43 LAREDO LN, ROCHESTER, NH 03868 | TRUSTEE | 0.25 | $0 |
| DR DIANE HASTINGS 26 TRAILRIDGE CT, POTOMAC, MD 20853 | TRUSTEE | 0.25 | $0 |
| JOHN A MCBRINE NUTTER - 155 SEAPORT BLVD, BOSTON, MA 02210 | TRUSTEE | 4 | $0 |
| TIMOTHY B GEORGE CATALYST FINCL-200 CLARENDON ST, BOSTON, MA 02116 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- NUTTER MCCLENNEN 155 SEAPORT BLVD, BOSTON, MA 02210-0000
- In care of
- % KIRKPATRICK & LOCKHART
- Signed the 990-PF
- JOHN MCBRINE, TRUSTEE
- Phone
- (617) 439-2000
- Return prepared by
- McCabe Tax Consulting
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6897800
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $17,060,055
- Income (IRS master file)
- $3,060,647
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $1,109,507 | $1,270,318 | $17,060,055 | IRS |
| 990-PF | July 2024 | $590,411 | $1,246,514 | $17,193,903 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6897800).
Questions about WINDOVER FOUNDATION
- What is the EIN of WINDOVER FOUNDATION?
- The employer identification number (EIN) of WINDOVER FOUNDATION is 04-6897800.
- Is WINDOVER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WINDOVER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WINDOVER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WINDOVER FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINDOVER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of WINDOVER FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WINDOVER FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,109,507, expenses of $1,270,318 and total assets of $17,060,055 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations