2018-05-10T09:32:02-05:00 2017-06-30 540504608 BROWN EDWARDS & COMPANY LLP 124 NEWMAN AVENUE HARRISONBURG VA 22801 990 2016-07-01 542009704 WINCHESTER EDUCATION FOUNDATION INC WINC 5406674253 12 N WASHINGTON ST WINCHESTER VA 22601 KIMBERLI BALL CHAIRMAN 5406674253 2018-05-07 1 JAMES R FRIES P01320612 5404346736 2018-05-07 2016 2022-09-23 18:48:47Z KIMBERLI BALL 12 N WASHINGTON ST WINCHESTER VA 22601 1200450 0 X WWW.WINCHESTEREDUCATIONFOUNDATION.ORG X 2000 VA TO ENHANCE THE FUNDING OF WINCHESTER PUBLIC SCHOOLS AND THE HANDLEY TRUST. 9 9 0 9 0 0 283581 1133523 0 0 17950 16746 8875 4800 310406 1155069 313750 218386 0 0 0 0 67454 73823 73982 8424 86443 389628 378652 -79222 776417 1064444 1923787 15495 38937 1048949 1884850 TO ENHANCE THE FUNDING OF WINCHESTER PUBLIC SCHOOLS AND HANDLEY TRUST. 0 0 218736 218386 IN FY2016-2017, THE WINCHESTER EDUCATION FOUNDATION FACILITATED THE DONATION OF SEVERAL STUDENT SCHOLARSHIPS; SECURED A SIGNIFICANT MATCHING GIFT DONATION 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); AND ACQUIRED SUBSTANTIAL GIFTS FOR THREE NEW SCHOLARSHIP FUNDS. IN ADDITION, THE FOUNDATION MADE GRANTS TO WINCHESTER PUBLIC SCHOOLS AND THE HANDLEY BOARD OF TRUSTEES AS PART OF A FUNDING FORMULA AGREEMENT. FURTHERMORE, THE FOUNDATION CONTINUED TO SUPPORT THE FREE ADMISSION PROGRAM THAT ALLOWED ALL SCHOOL CHILDREN IN CITY PUBLIC SCHOOLS TO ATTEND WINCHESTER PUBLIC SCHOOLS ATHLETIC EVENTS FOR FREE AND HELPED TO SPONSOR THE WORLD OF WORK SEMINAR FOR MIDDLE SCHOOL STUDENTS. 218736 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X THE ORGANIZATION 5406674253 12 N WASHINGTON ST WINCHESTER VA 22601 X TERI MERRILL CHAIRMAN/PRESIDENT 5.00 X X 0 0 0 KIMBERLI BALL VICE PRESIDENT 5.00 X X 0 0 0 KAYE SMITH TRESURER 5.00 X X 0 0 0 MADELYN RODRIGUEZ SECRETARY 5.00 X X 0 0 0 DENNIS HASTON SECRETARY 5.00 X X 0 0 0 SCOTT ARTHUR DIRECTOR 1.00 X 0 0 0 JEFFREY FOWLER DIRECTOR 1.00 X 0 0 0 KIM MASON DIRECTOR 1.00 X 0 0 0 NATE ADAMS DIRECTOR 1.00 X 0 0 0 RUSS POTTS EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 0 251000 17500 865023 1133523 10893 10893 43634 37781 5853 5853 5853 12400 17500 7600 4800 4800 1155069 0 0 21546 214386 214386 4000 4000 4985 4985 73823 73823 159 159 4084 4084 671 671 350 350 1712 1712 BAD DEBTS 39457 39457 REFUND OF MEMBERSHIP FE 35000 35000 TAXES AND LICENSES 25 25 378652 218736 85934 73982 73741 120176 380422 325168 321247 400535 3667 4042 284840 1073471 527 395 1064444 1923787 15495 32437 6500 15495 38937 X 315199 364772 358750 1095078 375000 425000 1048949 1884850 1064444 1923787 776417 59484 0 X 0 1 X 0 0 X X 2 WINCHESTER PUBLIC SCHOOLS 546001685 2 1 201849 0 THE HANDLEY BOARD OF TRUSTEES 540515712 8 1 12537 0 2 214386 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 X PART IV, SECTION E, LINE 1C: WINCHESTER EDUCATION FOUNDATION SUPPORTS THE PROGRAMS OF THE WINCHESTER SCHOOL SYSTEM THROUGH CASH GRANTS. PART IV, SECTION A, LINE 5A: DURING THE YEAR, THE FOUNDATION VOTED TO REMOVE THE JOHN HANDLEY MUSEUM AND ARCHIVE (54-1900119) AND THE JUDGES ATHLETIC ASSOCIATION (54-6060341) AS MEMBER ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 403123 50000 21109 0 474231 402777 1346 1000 403123 0.10380 0.89620 0 0 0 INVESTMENT HELD BY THE HANDLEY TRUST 1073471 F 1073471 1222153 59484 7600 67084 1155069 0 1155069 386252 7600 7600 378652 0 378652 PART XI, LINE 2D - OTHER ADJUSTMENTS: CONCERT TICKETS GROSS RECEIPTS 7,600. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADDITIONAL CAPITAL GAIN DIVIDENDS PART XII, LINE 2D - OTHER ADJUSTMENTS: CONCERT TICKETS EXPENSES 7,600. X X X X X 1 RUSS POTTS PRODUCTIONS INC 117 E PICADILLY ST STE 100C WINCHESTER VA 22601 DEVELOPMENT 1 1133523 73823 1059700 1133523 73823 1059700 CONCERT 29900 17500 12400 3000 4600 29900 17500 12400 3000 4600 7600 4800 1 WINCHESTER PUBLIC SCHOOLS 12 N WASHINGTON ST WINCHESTER VA 22601 546001685 GOVT ENTITY 201849 SUPPORT SPECIAL PROJECTS OF PUBLIC SCHOOLS OF WINCHESTER, VIRGINIA. THE HANDLEY BOARD OF TRUSTEES 733 OLD BETHEL CHURCH RD WINCHESTER VA 22601 540515712 PUBLIC TRUST 12537 SUPPORT SPECIAL PROJECTS OF PUBLIC SCHOOLS OF WINCHESTER, VIRGINIA. RUSS POTTS PRODUCTIONS INC ENTITY OWNED BY RUSS POTTS, CURRENT OFFICER 73823 INDEPENDENT CONTRACTOR 1 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS AND ARTICLES OF INCORPORATION WERE UPDATED AS THE FOUNDATION REORGANIZED AND NO LONGER HAS 4 MEMBER ORGANIZATIONS BUT INSTEAD NOW HAS TWO BENEFICIARY ORGANIZATIONS. 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.