WINCHESTER EDUCATION FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: WINCHESTER EDUCATION FOUNDATION INC (EIN 54-2009704)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-07-06
IRS object ID: 202041889349301319
Schema version: 2018v3.2
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	2020-07-06T14:11:35-05:00	ReturnTs
Tax Period End	2019-06-30	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	2018-07-01	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	5406650598	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	117 E PICCADILLY ST NO 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	5406650598	PhoneNum
Signature	2020-07-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES R FRIES	PreparerPersonNm
PTIN	P01320612	PTIN
Phone	5404346736	PhoneNum
Preparation	2020-07-02	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	206.248.228.130	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-07-02	IPDt
IP Tm	08:20:11	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	D2AAF2CD548628E9B061370D83896158B605C5C0	AtSubmissionCreationDeviceId
At Submission Filing Device Id	E0C682DE79454114A87B04247600BBE0EA78E015	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-23 17:36:50Z	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	117 E PICCADILLY ST NO 100C	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22601	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$982,735	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	TO ENHANCE THE FUNDING OF WINCHESTER PUBLIC SCHOOLS AND THE HANDLEY TRUST.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$509,573	PYContributionsGrantsAmt
CY Contributions Grants	$616,160	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$59,747	PYInvestmentIncomeAmt
CY Investment Income	$57,453	CYInvestmentIncomeAmt
PY Other Revenue	$8,629	PYOtherRevenueAmt
CY Other Revenue	$21,933	CYOtherRevenueAmt
PY Total Revenue	$577,949	PYTotalRevenueAmt
CY Total Revenue	$695,546	CYTotalRevenueAmt
PY Grants And Similar Paid	$295,244	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$438,612	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	$80,441	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$137,693	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$137,693	CYTotalFundraisingExpenseAmt
PY Other Expenses	$24,019	PYOtherExpensesAmt
CY Other Expenses	$35,009	CYOtherExpensesAmt
PY Total Expenses	$399,704	PYTotalExpensesAmt
CY Total Expenses	$611,314	CYTotalExpensesAmt
PY Revenues Less Expenses	$178,245	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$84,232	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,105,168	TotalAssetsBOYAmt
Total Assets EOY	$2,266,095	TotalAssetsEOYAmt
Total Liabilities BOY	$19,227	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$52,866	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,085,941	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,213,229	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO ENHANCE THE FUNDING OF WINCHESTER PUBLIC SCHOOLS, JUDGES ATHLETIC ASSOCIATION, HANDLEY MUSEUM AND ARCHIVES, AND HANDLEY TRUST.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$438,637	ExpenseAmt
Grant	$438,612	GrantAmt
Desc	IN FY 2018-2019, THE WINCHESTER EDUCATION FOUNDATION CONTINUED TO SECURE MATCHING 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); AWARDED EIGHT SCHOLARSHIPS TO NEW GRADUATES IN MAY 2019; IN AUGUST 2018, WE AWARDED THE FIRST TWO "COME BACK" SCHOLARSHIPS TO GRADUATES OF THE WINCHESTER PUBLIC SCHOOLS WHO HAVE RETURNED TO TEACH IN THIS SYSTEM; UTILIZED DONATIONS FOR A CIVICS PROGRAM (FORMER DELEGATE JIM SCOTT PUBLIC AND COMMUNITY SERVICE INITIATIVE) TO SPONSOR A FIELDTRIP FOR 35 HANDLEY HIGH SCHOOL GOVERNMENT, SOCIAL STUDIES, AND HISTORY STUDENTS ALONG WITH 5 TEACHERS TO VISIT RICHMOND TO WITNESS THE PROCESSES OF OUR LEGISLATURE; AND SPONSORED A BLACK HISTORY MONTH CELEBRATION - WEF SECURED FORMER GOVERNOR L. DOUGLASWILDER AS KEYNOTE SPEAKER FOR THE EVENT.	Desc
Total Program Service Expenses	$438,637	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
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	Yes (1)	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 With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
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	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
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	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	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	5406650598	PhoneNum

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)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KIMBERLI BALL
PRESIDENT	5.00	Yes (X)	Yes (X)	$0	$0	$0
MADELYN RODRIGUEZ
VICE PRESIDENT	5.00	Yes (X)	Yes (X)	$0	$0	$0
JEFFREY FOWLER
TREASURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
DENNIS HASTON
SECRETARY	5.00	Yes (X)	Yes (X)	$0	$0	$0
SCOTT ARTHUR
DIRECTOR	1.00	Yes (X)		$0	$0	$0
NATE ADAMS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
IRINA KHANIN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MARTHA ROBERSON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
RUSS POTTS
EXECUTIVE DIRECTOR	20.00		Yes (X)	$0	$0	$0

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	$133,982	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Fundraising	$10,600	FundraisingAmt
All Other Contributions	$605,560	AllOtherContributionsAmt
Total Contributions	$616,160	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,512	TotalRevenueColumnAmt
Exclusion	$51,512	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$280,958	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$275,017	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$5,941	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,941	TotalRevenueColumnAmt
Exclusion	$5,941	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$34,105	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$10,600	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$12,172	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$21,933	TotalRevenueColumnAmt
Exclusion	$21,933	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$695,546	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$79,386	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$426,064	TotalAmt
Program Services	$426,064	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$12,548	TotalAmt
Program Services	$12,548	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$7,150	TotalAmt
Management And General	$7,150	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$137,693	TotalAmt
Fundraising	$137,693	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$6,805	TotalAmt
Management And General	$6,805	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,720	TotalAmt
Management And General	$4,720	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$463	TotalAmt
Program Services	$25	ProgramServicesAmt
Management And General	$438	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,974	TotalAmt
Management And General	$1,974	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
BAD DEBTS	$12,030	$12,030
OTHER COSTS	$1,842	$1,842
TAXES AND LICENSES	$25	$25

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$611,314	TotalAmt
Program Services	$438,637	ProgramServicesAmt
Management And General	$34,984	ManagementAndGeneralAmt
Fundraising	$137,693	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$30,829	BOYAmt
EOY	$42,842	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$454,663	BOYAmt
EOY	$339,791	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$325,934	BOYAmt
EOY	$479,617	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,500	BOYAmt
EOY	$3,500	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,289,847	BOYAmt
EOY	$1,400,345	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$395	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,105,168	BOYAmt
EOY	$2,266,095	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$15,554	BOYAmt
EOY	$52,866	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$3,673	BOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,227	BOYAmt
EOY	$52,866	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$444,482	BOYAmt
EOY	$497,475	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,216,459	BOYAmt
EOY	$1,290,254	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$425,000	BOYAmt
EOY	$425,500	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,085,941	BOYAmt
EOY	$2,213,229	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,105,168	BOYAmt
EOY	$2,266,095	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$84,232	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$43,057	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1	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	$426,064	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$426,064	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	$506,673	BeginningYearBalanceAmt
Contributions	$500	ContributionsAmt
Investment Earnings Or Losses	$28,024	InvestmentEarningsOrLossesAmt
End Year Balance	$535,197	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$403,123	BeginningYearBalanceAmt
Contributions	$50,000	ContributionsAmt
Investment Earnings Or Losses	$21,109	InvestmentEarningsOrLossesAmt
End Year Balance	$474,232	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$402,777	BeginningYearBalanceAmt
Investment Earnings Or Losses	$1,346	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,000	OtherExpendituresAmt
End Year Balance	$403,123	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.85000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.15000	TermEndowmentBalanceEOYPct
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	$1,400,345	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$1,400,345	TotalBookValueProgramRltdAmt
Total Rev Etc Audited Fincl Stmt	$724,940	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$43,057	NetUnrealizedGainsInvstAmt
Other Revenue	$5,172	OtherRevenueAmt
Revenue Not Reported	$48,229	RevenueNotReportedAmt
Revenue Subtotal	$676,711	RevenueSubtotalAmt
Investment Expenses Not Incld	$6,805	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$12,030	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$18,835	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$695,546	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$597,651	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$5,172	OtherExpensesIncludedAmt
Expenses Not Reported	$5,172	ExpensesNotReportedAmt
Expenses Subtotal	$592,479	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$6,805	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$12,030	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$18,835	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$611,314	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:	EVENT EXPENSES NETTED ON TAX RETURN 5,172.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	BAD DEBTS NETTED ON FINANCIAL STATEMENTS 12,030.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	EVENT EXPENSES NETTED ON TAX RETURN 5,172. ROUNDING
PART XII, LINE 4B - OTHER ADJUSTMENTS:	BAD DEBTS NETTED ON FINANCIAL STATEMENTS 12,030.

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	$0	GrossReceiptsAmt
Retained By Contractor	$0	RetainedByContractorAmt
Net To Organization	$0	NetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CONCERT	Event1Nm
Gross Receipts Event1	$23,000	GrossReceiptsEvent1Amt
Charitable Contri Event1	$10,600	CharitableContriEvent1Amt
Gross Revenue Event1	$12,400	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$933	OtherDirectExpensesEvent1Amt
Event2	LUNCHEON	Event2Nm
Gross Receipts Event2	$21,705	GrossReceiptsEvent2Amt
Gross Revenue Event2	$21,705	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$3,655	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$7,000	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$584	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$44,705	GrossReceiptsTotalAmt
Charitable Contributions Tot	$10,600	CharitableContributionsTotAmt
Gross Revenue Total Events	$34,105	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$3,655	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$7,000	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$1,517	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$12,172	DirectExpenseSummaryEventsAmt
Net Income Summary	$21,933	NetIncomeSummaryAmt

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	$426,064	CashGrantAmt
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	8	RecipientCnt
Cash Grant	$12,548	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, CURRENT OFFICER	RelationshipDescriptionTxt
Transaction	$133,982	TransactionAmt
Transaction	INDEPENDENT CONTRACTOR	TransactionDesc
Sharing Of Revenues	Yes (1)	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 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.
FORM 990, PART XI, LINE 9:	ROUNDING -1.