WINCHESTER EDUCATION FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: WINCHESTER EDUCATION FOUNDATION INC (EIN 54-2009704)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-12
IRS object ID: 202321329349302382
Schema version: 2021v4.2
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
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-12T09:09:38-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	540504608	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BROWN EDWARDS & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1909 FINANCIAL DRIVE	AddressLine1Txt
City	HARRISONBURG	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22801	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	542009704	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WINCHESTER EDUCATION FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WINC	BusinessNameControlTxt
Phone	5406674253	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 N WASHINGTON ST 100C	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22601	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MADELYN RODRIGUEZ	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5406674253	PhoneNum
Signature	2023-05-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MADELYN	PersonFirstNm
Person Last	RODRIGUEZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES R FRIES	PreparerPersonNm
PTIN	P01320612	PTIN
Phone	5404346736	PhoneNum
Preparation	2023-05-09	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MADELYN RODRIGUEZ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 N WASHINGTON ST 100C	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22601	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$792,937	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WINCHESTEREDUCATIONFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2000	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	THE WINCHESTER EDUCATION FOUNDATION IS DEDICATED TO ELEVATING OUR COMMUNITY THROUGH PROMOTING EDUCATIONAL OPPORTUNITIES AND PROVIDING SUPPORT FOR WINCHESTER PUBLIC SCHOOL, ITS STUDENTS, TEACHERS AND STAFF.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	8	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,310,898	PYContributionsGrantsAmt
CY Contributions Grants	$403,041	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$160,190	PYInvestmentIncomeAmt
CY Investment Income	$59,256	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$23,790	CYOtherRevenueAmt
PY Total Revenue	$1,471,088	PYTotalRevenueAmt
CY Total Revenue	$486,087	CYTotalRevenueAmt
PY Grants And Similar Paid	$784,369	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$485,843	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$168,599	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$119,227	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$119,227	CYTotalFundraisingExpenseAmt
PY Other Expenses	$65,113	PYOtherExpensesAmt
CY Other Expenses	$39,266	CYOtherExpensesAmt
PY Total Expenses	$1,018,081	PYTotalExpensesAmt
CY Total Expenses	$644,336	CYTotalExpensesAmt
PY Revenues Less Expenses	$453,007	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$158,249	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,145,890	TotalAssetsBOYAmt
Total Assets EOY	$2,519,814	TotalAssetsEOYAmt
Total Liabilities BOY	$251,969	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$41,441	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,893,921	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,478,373	NetAssetsOrFundBalancesEOYAmt
Mission	THE WINCHESTER EDUCATION FOUNDATION IS DEDICATED TO ELEVATING OUR COMMUNITY THROUGH PROMOTING EDUCATIONAL OPPORTUNITIES AND PROVIDING SUPPORT FOR WINCHESTER PUBLIC SCHOOL, ITS STUDENTS, TEACHERS AND STAFF.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$488,834	ExpenseAmt
Grant	$485,843	GrantAmt
Revenue	$23,790	RevenueAmt
Desc	IN FY 2022, THE WINCHESTER EDUCATION FOUNDATION CONTINUED TO SECURE GIFT DONATIONS FOR THE CONVERSION OF THE FORMER JOHN KERR ELEMENTARY SCHOOL INTO A CENTER FOR CAREER AND TECHNICAL EDUCATION PROGRAMS (THE EMIL AND GRACE SHIHADEH INNOVATION CENTER). THE FACILITY HAS BEEN COMPLETED AND IS OPEN FOR STUDENT INSTRUCTION. AWARDED 14 SCHOLARSHIPS FOR A TOTAL OF $19,947 TO GRADUATING HANDLEY HIGH SCHOOL STUDENTS AS WELL AS WINCHESTER PUBLIC SCHOOLS FACULTY .	Desc
Total Program Service Expenses	$488,834	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (1)	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	2	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5406674253	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 N WASHINGTON ST 100C	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22601	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
DENNIS HASTON
DIRECTOR	1.00	Yes (X)	$0	$0	$0
NATE ADAMS
DIRECTOR	1.00	Yes (X)	$0	$0	$0
THOMAS DIXON
DIRECTOR	1.00	Yes (X)	$0	$0	$0
KATHY THOMAS
DIRECTOR	1.00	Yes (X)	$0	$0	$0
BILL ARMSTRONG
DIRECTOR	1.00	Yes (X)	$0	$0	$0
MADELYN RODRIGUEZ
PRESIDENT	5.00	Yes (X)	$0	$0	$0	Yes (X)
IRINA KHANIN
VICE PRESIDENT	5.00	Yes (X)	$0	$0	$0	Yes (X)
MARTHA ROBERSON
SECRETARY	5.00	Yes (X)	$0	$0	$0	Yes (X)
LISA FRYE
TREASURER	5.00	Yes (X)	$0	$0	$0	Yes (X)
RUSS POTTS
EXEC DIR THROUGH 12/2021	20.00		$0	$0	$0	Yes (X)
LARRY WEISS
EXEC DIR STARTING 9/2022	20.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RUSS POTTS PRODUCTIONS INC	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	117 E PICCADILLY ST STE 100C	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22601	ZIPCd

Field	Value	IRS element (for citing)
Services	FUNDRAISING	ServicesDesc
Compensation	$119,227	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$403,041	AllOtherContributionsAmt
Total Contributions	$403,041	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,560	TotalRevenueColumnAmt
Exclusion	$31,560	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$334,546	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$306,850	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$27,696	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,696	TotalRevenueColumnAmt
Exclusion	$27,696	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
BAD DEBT RECOVERY	900099	$19,497	$19,497
MISCELLANEOUS	900099	$4,293	$4,293

Field	Value	IRS element (for citing)
Other Revenue Total	$23,790	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$486,087	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,790	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$59,256	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$465,896	TotalAmt
Program Services	$465,896	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$19,947	TotalAmt
Program Services	$19,947	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$17,224	TotalAmt
Management And General	$17,224	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$119,227	TotalAmt
Fundraising	$119,227	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$10,374	TotalAmt
Management And General	$10,374	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$6,985	TotalAmt
Management And General	$6,985	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$5	TotalAmt
Management And General	$5	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,891	TotalAmt
Program Services	$1,891	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,662	TotalAmt
Management And General	$1,662	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS	$1,100	$1,100
TAXES AND LICENSES	$25		$25

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$644,336	TotalAmt
Program Services	$488,834	ProgramServicesAmt
Management And General	$36,275	ManagementAndGeneralAmt
Fundraising	$119,227	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$219,019	BOYAmt
EOY	$195,633	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$277,025	BOYAmt
EOY	$277,466	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$865,595	BOYAmt
EOY	$471,099	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,784,251	BOYAmt
EOY	$1,575,616	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,145,890	BOYAmt
EOY	$2,519,814	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$88,956	BOYAmt
EOY	$33,841	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$163,013	BOYAmt
EOY	$7,600	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$251,969	BOYAmt
EOY	$41,441	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$720,833	BOYAmt
EOY	$105,997	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,173,088	BOYAmt
EOY	$2,372,376	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,893,921	BOYAmt
EOY	$2,478,373	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,145,890	BOYAmt
EOY	$2,519,814	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$158,249	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$257,299	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	WINCHESTER PUBLIC SCHOOLS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	546001685	EIN
Organization Type	6	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$465,896	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$465,896	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (1)	OfficersCloseRelationshipInd
Supported Org Voice Investment	0	SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

Field	Value	IRS element (for citing)
Governmental Entity	Yes (X)	GovernmentalEntityInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART IV, SECTION E, LINE 1C:	FormAndLineReferenceDesc
Explanation	WINCHESTER EDUCATION FOUNDATION SUPPORTS THE PROGRAMS OF THE WINCHESTER PUBLIC SCHOOL SYSTEM THROUGH CASH GRANTS.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$697,495	BeginningYearBalanceAmt
Contributions	$1,500	ContributionsAmt
Investment Earnings Or Losses	-$87,670	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,620	GrantsOrScholarshipsAmt
End Year Balance	$607,705	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$572,807	BeginningYearBalanceAmt
Contributions	$6,500	ContributionsAmt
Investment Earnings Or Losses	$120,188	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,000	GrantsOrScholarshipsAmt
End Year Balance	$697,495	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$535,197	BeginningYearBalanceAmt
Contributions	$250	ContributionsAmt
Investment Earnings Or Losses	$39,360	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,000	GrantsOrScholarshipsAmt
End Year Balance	$572,807	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$506,673	BeginningYearBalanceAmt
Contributions	$500	ContributionsAmt
Investment Earnings Or Losses	$28,024	InvestmentEarningsOrLossesAmt
End Year Balance	$535,197	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$474,231	BeginningYearBalanceAmt
Investment Earnings Or Losses	$33,442	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,000	GrantsOrScholarshipsAmt
End Year Balance	$506,673	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.24000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.76000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT HELD BY THE HANDLEY TRUST	Desc
Book Value	$1,575,616	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$1,575,616	TotalBookValueProgramRltdAmt
Total Rev Etc Audited Fincl Stmt	$194,624	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$257,299	NetUnrealizedGainsInvstAmt
Other Revenue	-$23,790	OtherRevenueAmt
Revenue Not Reported	-$281,089	RevenueNotReportedAmt
Revenue Subtotal	$475,713	RevenueSubtotalAmt
Investment Expenses Not Incld	$10,374	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$10,374	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$486,087	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$610,171	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$23,790	OtherExpensesIncludedAmt
Expenses Not Reported	-$23,790	ExpensesNotReportedAmt
Expenses Subtotal	$633,961	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$10,374	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$1	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$10,375	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$644,336	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:	BAD DEBT RECOVERY REPORTED WITH EXPENSES ON FINANCIAL STATEMENTS -19,497. MISCELLANEOUS EXPENSE CREDIT REPORTED WITH EXPENSES ON FINANCIAL STATEMTENTS -4,293.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BAD DEBT RECOVERY REPORTED WITH EXPENSES ON FINANCIAL STATEMENTS -19,497. MISCELLANEOUS EXPENSE CREDIT REPORTED WITH EXPENSES ON FINANCIAL STATEMTENTS -4,293.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	ROUNDING 1.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RUSS POTTS PRODUCTIONS INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	117 E PICADILLY ST STE 100C	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22601	ZIPCd

Field	Value	IRS element (for citing)
Activity	DEVELOPMENT	ActivityTxt
Fundraiser Control Of Funds	Yes (1)	FundraiserControlOfFundsInd
Gross Receipts	$401,041	GrossReceiptsAmt
Retained By Contractor	$119,227	RetainedByContractorAmt
Net To Organization	$281,814	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$401,041	TotalGrossReceiptsAmt
Total Retained By Contractors	$119,227	TotalRetainedByContractorsAmt
Total Net To Organization	$281,814	TotalNetToOrganizationAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WINCHESTER PUBLIC SCHOOLS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 N WASHINGTON ST	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22601	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	546001685	RecipientEIN
IRC Section	170(C)(1) GOVT	IRCSectionDesc
Cash Grant	$465,896	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	SUPPORT SPECIAL PROJECTS OF PUBLIC SCHOOLS OF WINCHESTER, VIRGINIA	PurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	14	RecipientCnt
Cash Grant	$19,947	CashGrantAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RUSS POTTS PRODUCTIONS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	ENTITY OWNED BY RUSS POTTS, OFFICER FOR PART OF FISCAL YEAR	RelationshipDescriptionTxt
Transaction	$119,227	TransactionAmt
Transaction	INDEPENDENT CONTRACTOR	TransactionDesc
Sharing Of Revenues	Yes (1)	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	OFFICERS OF THE ORGANIZATION SIGN A DISCLOSURE OF FINANCIAL INTEREST FORM ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST MADE IN WRITING TO THE WINCHESTER EDUCATION FOUNDATION.