The Winter-Lehman Family Foundation Inc is a private foundation focused on Education, based in STOCKBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $160K. Net investment income was $74K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.5M
-0.1% YoY
Annual Giving
$160K
-16.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$160K
-16.2% YoY
Under IRS private-foundation payout rules, The Winter-Lehman Family Foundation Inc reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.
About The Winter-Lehman Family Foundation Inc
Based on IRS filings
The Winter-Lehman Family Foundation Inc is a private foundation focused on Education, based in STOCKBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $160K. Net investment income was $74K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,495,022 | $2,498,345 | $2,695,467 |
| Revenue | $378,808 | $16,295 | $53,382 |
| Expenses | $182,304 | $213,417 | $193,853 |
| Qualifying Distributions | $211,791 | $192,898 | $164,498 |
| Net Investment Income | $74,210 | $39,816 | $28,367 |
| Distributable Amount | $134,586 | $127,878 | $136,635 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Grants Awarded - Statement 11 attac ($160,476).
| Recipient | Purpose | Amount |
|---|---|---|
| Grants Awarded - Statement 11 attac Stockbridge, MA | Statement attached. | $160,476 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Matthew Winter | President | 0.5 | — |
| Jane Lehman | Treas, Sec, Dir | 0.5 | — |
| Kate Winter | Director | 0.2 | — |
| Michael Winter | Director | 0.2 | — |
| Robert Winter | Director | 0.2 | — |
| David Winter | Director | 0.2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Winter-Lehman Family Foundation Inc?
The Winter-Lehman Family Foundation Inc is a private foundation focused on Education, based in STOCKBRIDGE, MA. It holds $2.5M in total assets as of 2024.
How large is The Winter-Lehman Family Foundation Inc?
As of 2024, The Winter-Lehman Family Foundation Inc holds $2.5M in total assets with $379K in annual revenue. It awarded 1 grants totaling $160K in 2024.
Where does The Winter-Lehman Family Foundation Inc operate?
The Winter-Lehman Family Foundation Inc has awarded grants in Massachusetts.
What size grants does The Winter-Lehman Family Foundation Inc award?
In 2024, The Winter-Lehman Family Foundation Inc awarded 1 grants totaling $160K — an average of about $160K per grant, based on its IRS Form 990 filings.
How much is The Winter-Lehman Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Winter-Lehman Family Foundation Inc reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Winter-Lehman Family Foundation Inc's EIN?
The Winter-Lehman Family Foundation Inc's EIN (Employer Identification Number) is 82-2866049. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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