WINCHESTER MOUNT VERNON HOUSE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINCHESTER MOUNT VERNON HOUSE (EIN 04-2104317)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-20
- IRS object ID
- 202411419349100006
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-20T05:35:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINCHESTER MOUNT VERNON HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINC | BusinessNameControlTxt |
| Phone | 7817290497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MOUNT VERNON STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MANZO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7817290497 | PhoneNum |
| Signature | 2024-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MANZO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F MULDOON CPA | PreparerPersonNm |
| PTIN | P01561688 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,372,414 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $47 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $692,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $692,573 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $692,573 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,915,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,963,406 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,915,774 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,915,774 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $280,977 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $280,977 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,889,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,608,347 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,889,324 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,304 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,304 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $590,195 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $590,195 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,152 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,152 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,782 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $81,782 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $61,131 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $61,131 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $314,600 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $314,600 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $254,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $254,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,554,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $314,600 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,239,584 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,636,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $314,600 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,321,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,253,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,608,347 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,574,724 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,152 | CashBOYAmt |
| Cash EOY | $88,618 | CashEOYAmt |
| Cash EOYFMV | $88,618 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $808,308 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,782,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,782,172 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $504,690 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $504,690 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,024,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,467,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,467,352 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,512,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,622,858 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,269,094 | LandBOYAmt |
| Land EOY | $6,889,764 | LandEOYAmt |
| Land EOYFMV | $6,889,764 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $639,818 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $639,818 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,147,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,372,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,372,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,147,293 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,372,414 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,147,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,372,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,147,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,372,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,147,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,253,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,972,034 | OtherIncreasesAmt |
| Subtotal | $42,372,414 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,372,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,963,406 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,047,632 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,915,774 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,915,774 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,915,774 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,915,774 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1983-03-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WMVH.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL MANZO | IndividualWithBooksNm |
| Phone | 7817290497 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 MOUNT VERNON STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANE E WARD | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | EXECUTIVE DIRECTOR | 40.00 | $150,107 | $18,197 | $0 |
| SUSAN POWERS | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| MICHAEL MANZO | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL WALSH | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| GEOFFREY A CURTIS | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | SECRETARY | 1.00 | $0 | $0 | $0 |
| EDWARD LAMSON | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | INVESTMENT TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES WILLING | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | INVESTMENT TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN CARROLL | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR INVESTMENT TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN ANDERSON | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARL BOERNER | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLAIRE CONSTANTINE | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE A CREELMAN | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN KEATS | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTIN MAGEE | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID STIRLING | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CONSTANCE DEMAKES | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLE PIERCE CONNOLLY | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAUL DONAHUE | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CRAIG GIBSON | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY GIBSON | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAYMOND KENNEY JR | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | PRESIDENT (UNTIL 4/2023) | 4.00 | $0 | $0 | $0 |
| PETER SEGERSTROM | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | INVESTMENT TRUSTEE (UNTIL 4/2023) | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARIA A LOPES | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | ADMINISTRATIVE ASSIS | 40.00 | $75,180 | $13,057 | $0 |
| DAVID N DALTON JR | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | MAINTENANCE | 24.00 | $61,733 | $2,469 | $0 |
| CISLYN A HIBBERT | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | CNA/PCSP | 40.00 | $59,432 | $2,377 | $0 |
| KATHLEEEN A JONES | ||||||||
| 110 MOUNT VERNON STREET | WINCHESTER | MA | 01890 | SERVICE CARE COORDIN | 35.00 | $61,232 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BURKE PROPERTIES SERVICES | |||||
| PO BOX 532 | WINCHESTER | MA | 01890 | CONSTRUCTION | $497,422 |
| AAFCPAS INC | |||||
| 50 WASHINGTON STREET | WESTBOROUGH | MA | 01581 | AUDIT/TAX | $66,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WINCHESTER MOUNT VERNON HOUSE OPERATES A HOME FOR AND TO ASSIST THE AGED PEOPLE OF WINCHESTER, MASSACHUSETTS. | Description1Txt |
| Expenses1 | $1,321,684 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,201,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,310,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $575,088 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,735,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $476,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,259,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,562,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,321,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,321,684 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1983-03-17 | PrivateOperatingFndtnRulingDt |
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,321,684 | CurrentYearAmt |
| Year1 | $1,319,863 | Year1Amt |
| Year2 | $1,284,214 | Year2Amt |
| Year3 | $1,427,958 | Year3Amt |
| Total | $5,353,719 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,321,684 | CurrentYearAmt |
| Year1 | $1,319,863 | Year1Amt |
| Year2 | $1,284,214 | Year2Amt |
| Year3 | $1,427,958 | Year3Amt |
| Total | $5,353,719 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,041,995 | CurrentYearAmt |
| Year1 | $1,029,659 | Year1Amt |
| Year2 | $1,045,979 | Year2Amt |
| Year3 | $863,525 | Year3Amt |
| Total | $3,981,158 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EN KA SOCIETY | ||||||
| 1037 MAIN ST | WINCHESTER | MA | 01890 | PC | HELPING SENIOR CITIZENS | $21,500 |
| BOSTON COLLEGE LAW SCHOOL SCHOLARSHIP | ||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | PC | HELPING SENIOR CITIZENS | $10,000 |
| WRIGHT-LOCKE FARM | ||||||
| 82 RIDGE STREET | WINCHESTER | MA | 01890 | PC | HELPING SENIOR CITIZENS | $17,600 |
| WINCHESTER SENIORTAX FUND | ||||||
| 71 MT VERNON ST | WINCHESTER | MA | 01890 | GOV | HELPING SENIOR CITIZENS | $10,000 |
| WINCHESTER PUBLIC LIBRARY | ||||||
| 80 WASHINGTON STREET | WINCHESTER | MA | 01890 | GOV | LOCAL LIBRARY DONATION | $3,000 |
| WINCHESTER SENIORS ASSOCIATION TRUST | ||||||
| 109 SKILLINGS RD | WINCHESTER | MA | 01890 | GOV | HELPING SENIOR CITIZENS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MONTHLY RESIDENT RENT | Desc |
| Related Or Exempt Function Incm | $271,338 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $692,573 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,915,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,639 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,617,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $271,338 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,889,324 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | PROGRAM SERVICE REVENUES PRIMARILY REPRESENT FEES AND CONTRIBUTIONS RECEIVED BY WINCHESTER MOUNT VERNON HOUSE AS PART OF ITS AGREEMENT WITH ITS RESIDENTS, ENABLING WINCHESTER MOUNT VERNON HOUSE TO PROVIDE RESIDENTIAL HOUSING WITH SUPPORT SERVICES TO ITS RESIDENTS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AAFCPAS, INC. | $66,500 | $0 | $0 | $66,500 |
| WILLIAM NORRIS | $15,282 | $0 | $0 | $15,282 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PREFERRED AND COMMON STOCK | StockNm |
| EOY Book Value | $32,467,352 | EOYBookValueAmt |
| EOYFMV | $32,467,352 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $504,690 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $504,690 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING AND IMPROVEMENTS | $11,284,774 | $4,398,180 | $6,886,594 | $6,886,594 |
| LAND | $3,170 | $0 | $3,170 | $3,170 |
| EQUIPMENT | $196,360 | $196,360 | $0 | |
| AUTOMOBILES | $28,318 | $28,318 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| EOY Book Value | $639,818 | EOYBookValueAmt |
| EOYFMV | $639,818 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOOD AND SUPPLIES | $24,269 | $0 | $0 | $24,269 |
| UTILITIES | $55,640 | $0 | $0 | $55,640 |
| ADVERTISING | $10,525 | $0 | $0 | $10,525 |
| INSURANCE | $53,555 | $0 | $0 | $53,555 |
| PROF. EMPLOYER ORG. FEES | $28,233 | $0 | $0 | $28,233 |
| REPAIRS AND MAINTENANCE | $38,164 | $0 | $0 | $38,164 |
| MISCELLANEOUS | $7,851 | $0 | $0 | $7,851 |
| SERVICE CONTRACTS | $20,899 | $0 | $0 | $20,899 |
| OFFICE SUPPLIES | $1,922 | $0 | $0 | $1,922 |
| TELEPHONE | $7,050 | $0 | $0 | $7,050 |
| TRANSPORTATION | $5,912 | $0 | $0 | $5,912 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MONTHLY RESIDENT RENT | $271,338 | $271,338 |
| RETURNED GRANT | $9,639 | $9,639 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $1,972,034 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $61,131 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $61,131 | DisbursementsCharitablePrpsAmt |
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