WINCHESTER EDUCATION FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: WINCHESTER EDUCATION FOUNDATION INC (EIN 54-2009704)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-05-14
IRS object ID: 201941349349304149
Schema version: 2017v2.3
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	2019-05-14T13:21:58-05:00	ReturnTs
Tax Period End	2018-06-30	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	2017-07-01	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	AddressLine1Txt
City	WINCHESTER	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22601	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KIMBERLI BALL	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	5406674253	PhoneNum
Signature	2019-05-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATTHEW HEATWOLE	PreparerPersonNm
PTIN	P01406310	PTIN
Phone	5404346736	PhoneNum
Preparation	2019-05-09	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	2019-05-09	IPDt
IP Tm	17:44:24	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	CE530EA759AC3AF6BB0EECEF8950573E07121913	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D0156BD46B4B1FE921C9503B1D7FFBF99E37DBAB	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KIMBERLI BALL	PrincipalOfficerNm

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)
Gross Receipts	$797,480	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	$1,133,523	PYContributionsGrantsAmt
CY Contributions Grants	$509,573	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$16,746	PYInvestmentIncomeAmt
CY Investment Income	$59,747	CYInvestmentIncomeAmt
PY Other Revenue	$4,800	PYOtherRevenueAmt
CY Other Revenue	$8,629	CYOtherRevenueAmt
PY Total Revenue	$1,155,069	PYTotalRevenueAmt
CY Total Revenue	$577,949	CYTotalRevenueAmt
PY Grants And Similar Paid	$218,386	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$295,244	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	$73,823	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$80,441	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$80,601	CYTotalFundraisingExpenseAmt
PY Other Expenses	$86,443	PYOtherExpensesAmt
CY Other Expenses	$24,019	CYOtherExpensesAmt
PY Total Expenses	$378,652	PYTotalExpensesAmt
CY Total Expenses	$399,704	CYTotalExpensesAmt
PY Revenues Less Expenses	$776,417	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$178,245	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,923,787	TotalAssetsBOYAmt
Total Assets EOY	$2,105,168	TotalAssetsEOYAmt
Total Liabilities BOY	$38,937	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$19,227	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,884,850	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,085,941	NetAssetsOrFundBalancesEOYAmt
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	$295,294	ExpenseAmt
Grant	$295,244	GrantAmt
Desc	IN FY 2017-2018, 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 SIX SCHOLARSHIPS INCLUDING NEW SCHOLARSHIPS FOR GRADUATES OF THE WINCHESTER PUBLIC SCHOOLS WHO HAVE RETURNED TO TEACH IN THIS SYSTEM; ACQUIRED DONATIONS FOR A CIVICS PROGRAM AT JOHN HANDLEY HIGH SCHOOL; MADE GRANTS TO THE WINCHESTER PUBLIC SCHOOLS AND THEHANDLEY BOARD OF TRUSTEES AS PART OF A FUNDING FORMULA AGREEMENT; AND HELPED TO SPONSORTHE WORLD OF WORK SEMINAR FOR MIDDLE SCHOOL STUDENTS.	Desc
Total Program Service Expenses	$295,294	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	0	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
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	5406674253	PhoneNum

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)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KIMBERLI BALL
CHAIRMAN/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
TRESURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
KIM MASON
SECRETARY	5.00	Yes (X)	Yes (X)	$0	$0	$0
DENNIS HASTON
DIRECTOR	1.00	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
TERI MERRILL
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
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$12,700	FundraisingAmt
All Other Contributions	$496,873	AllOtherContributionsAmt
Total Contributions	$509,573	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$45,523	TotalRevenueColumnAmt
Exclusion	$45,523	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$227,144	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$212,920	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$14,224	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,224	TotalRevenueColumnAmt
Exclusion	$14,224	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$15,240	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$12,700	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$6,611	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,629	TotalRevenueColumnAmt
Exclusion	$8,629	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$577,949	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$68,376	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$292,244	TotalAmt
Program Services	$292,244	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$3,000	TotalAmt
Program Services	$3,000	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$5,397	TotalAmt
Management And General	$5,397	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$80,441	TotalAmt
Fundraising	$80,441	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$10,659	TotalAmt
Management And General	$10,659	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$160	TotalAmt
Fundraising	$160	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,174	TotalAmt
Program Services	$50	ProgramServicesAmt
Management And General	$6,124	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,579	TotalAmt
Management And General	$1,579	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	TAXES AND LICENSES	Desc
Total	$50	TotalAmt
Management And General	$50	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$399,704	TotalAmt
Program Services	$295,294	ProgramServicesAmt
Management And General	$23,809	ManagementAndGeneralAmt
Fundraising	$80,601	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$120,176	BOYAmt
EOY	$30,829	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$325,168	BOYAmt
EOY	$454,663	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$400,535	BOYAmt
EOY	$325,934	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,042	BOYAmt
EOY	$3,500	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,073,471	BOYAmt
EOY	$1,289,847	EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,923,787	BOYAmt
EOY	$2,105,168	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,095	BOYAmt
EOY	$15,554	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$31,342	BOYAmt
EOY	$3,673	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$6,500	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$38,937	BOYAmt
EOY	$19,227	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$364,772	BOYAmt
EOY	$444,482	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,095,078	BOYAmt
EOY	$1,216,459	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,884,850	BOYAmt
EOY	$2,085,941	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,923,787	BOYAmt
EOY	$2,105,168	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$178,245	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$22,846	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	$290,775	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$290,775	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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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	$1,289,847	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$1,289,847	TotalBookValueProgramRltdAmt
Total Rev Etc Audited Fincl Stmt	$607,407	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$22,847	NetUnrealizedGainsInvstAmt
Other Revenue	$6,611	OtherRevenueAmt
Revenue Not Reported	$29,458	RevenueNotReportedAmt
Revenue Subtotal	$577,949	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$577,949	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$406,316	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$6,612	OtherExpensesIncludedAmt
Expenses Not Reported	$6,612	ExpensesNotReportedAmt
Expenses Subtotal	$399,704	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$399,704	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:	EVENT EXPENSES NETTED ON TAX RETURN 6,611.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	EVENT EXPENSES NETTED ON TAX RETURN 6,611. 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	$524,813	GrossReceiptsAmt
Retained By Contractor	$75,441	RetainedByContractorAmt
Net To Organization	$449,372	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$524,813	TotalGrossReceiptsAmt
Total Retained By Contractors	$75,441	TotalRetainedByContractorsAmt
Total Net To Organization	$449,372	TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CONCERT	Event1Nm
Gross Receipts Event1	$27,940	GrossReceiptsEvent1Amt
Charitable Contri Event1	$12,700	CharitableContriEvent1Amt
Gross Revenue Event1	$15,240	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$6,611	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$27,940	GrossReceiptsTotalAmt
Charitable Contributions Tot	$12,700	CharitableContributionsTotAmt
Gross Revenue Total Events	$15,240	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$6,611	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$6,611	DirectExpenseSummaryEventsAmt
Net Income Summary	$8,629	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	$290,775	CashGrantAmt
Purpose Of Grant	SUPPORT SPECIAL PROJECTS OF PUBLIC SCHOOLS OF WINCHESTER, VIRGINIA	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt

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	$75,441	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.