Nonprofit · EIN 04-3138413
WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC
Also known as INCORPORATED
Tax-exempt · WINCHESTER, MA 01890
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $233,678 | $323,689 | -$90,011 | $220,835 | $288 | $220,547 |
| June 30, 2024 | 990 | $294,700 | $326,170 | -$31,470 | $312,289 | $1,731 | $310,558 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $150,298
- Program service revenue
- $69,194
- Investment income
- $3,876
- Net income from fundraising events
- $10,310
- Other revenue
- $10,310
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $225,008
- Management and general (functional)
- $35,733
- Fundraising (functional)
- $62,948
Balance sheet and other
- Total assets, start of year
- $312,289
- Total assets, end of year
- $220,835
- Total liabilities, end of year
- $288
- Net assets, end of year
- $220,547
- Net assets without donor restrictions
- $199,426
- Net assets with donor restrictions
- $21,121
- Gross receipts
- $253,164
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON ROEDER | DIRECTOR Trustee or director | 2 | $0 |
| BOB O'CONNOR | DIRECTOR Trustee or director | 2 | $0 |
| ELANA RUDIGER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JULIA BORDEN-SPILLANE | DIRECTOR Trustee or director | 2 | $0 |
| RICK BULLOCK | DIRECTOR Trustee or director | 2 | $0 |
| ANDREA CAWTHORNE | DIRECTOR Trustee or director | 2 | $0 |
| DEBORAH DEPETER | DIRECTOR Trustee or director | 2 | $0 |
| BRIAN MILAUSKAS | DIRECTOR Trustee or director | 2 | $0 |
| LAURA ROGE | DIRECTOR Trustee or director | 2 | $0 |
| JENNY HENSLEY | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTIE FREEMAN | DIRECTOR Trustee or director | 2 | $0 |
| KATIE O'CONNOR | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER HAEFELI | DIRECTOR Trustee or director | 2 | $0 |
| JOANI VALERIANO | TREASURER Trustee or director, Officer | 2 | $0 |
| MARA KELLY WIGNELL | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH MOONEY | DIRECTOR Trustee or director | 2 | $0 |
| JANEL NAGTEGAAL | DIRECTOR Trustee or director | 2 | $0 |
| KURT SPRING | DIRECTOR Trustee or director | 2 | $0 |
| REBECCA TELLESFSEN | DIRECTOR Trustee or director | 2 | $0 |
| KATHRYN GASKA | DIRECTOR Trustee or director | 2 | $0 |
| LAUREN IMPERATORE | DIRECTOR Trustee or director | 2 | $0 |
| MARIA MCCARTHY | SECRETARY Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON ROEDER | SECRETARY Trustee or director, Officer | 2 | $0 |
| BOB O'CONNOR | DIRECTOR Trustee or director | 2 | $0 |
| ELANA RUDIGER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JULIA BORDEN-SPILLANE | DIRECTOR Trustee or director | 2 | $0 |
| RICK BULLOCK | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW CAWTHORNE | DIRECTOR Trustee or director | 2 | $0 |
| DEBORAH DEPETER | DIRECTOR Trustee or director | 2 | $0 |
| BRIAN MILAUSKAS | VICE PRESIDENT Trustee or director | 2 | $0 |
| LAURA ROGE | DIRECTOR Trustee or director | 2 | $0 |
| JENNY HENSLEY | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTIE FREEMAN | DIRECTOR Trustee or director | 2 | $0 |
| MARIA O'CONNOR | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER HAEFELI | DIRECTOR Trustee or director | 2 | $0 |
| JOANI VALERIANO | TREASURER Trustee or director, Officer | 2 | $0 |
| MARA KELLY | DIRECTOR Trustee or director | 2 | $0 |
| KATIE O'CONNOR | DIRECTOR Trustee or director | 2 | $0 |
| EMILY TRENT | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH MOONEY | DIRECTOR Trustee or director | 2 | $0 |
| JANEL NAGTEGAAL | DIRECTOR Trustee or director | 2 | $0 |
| KURT SPRING | DIRECTOR Trustee or director | 2 | $0 |
| REBECCA TELLESFSEN | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 21 CHURCH ST, WINCHESTER, MA 01890-1801
- Principal officer (990 for 2024)
- JOANI VALERIANO, PO BOX 1005, WINCHESTER, MA 01890
- Signed the 990
- JOANI VALERIANO, TREASURER
- Phone
- (781) 756-8020
- Website
- WWW.WFEE.ORG
- Return prepared by
- MAHONEY FIORENTINO & CO PC
Mission
THE FOUNDATION IS DEDICATED TO RAISING FUNDS FOR THE SUPPORT OF EDUCATION AND EDUCATIONAL PROJECTS OF THE WINCHESTER PUBLIC SCHOOL DISTRICT.
Program accomplishments
- GRANTS IN THE AMOUNT OF $137,406 PAID FOR ENHANCEMENT PROGRAMS IN THE CLASSROOMS.ALLOCATED OVERHEAD AMOUNTED TO $17,876Expenses $155,282
- GRANTS IN THE AMOUNT OF $61,695 PAID FOR IMPROVEMENTS TO PROFESSIONAL DEVELOPMENT.ALLOCATED OVERHEAD AMOUNTED TO $8,031Expenses $69,726
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3138413
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $220,835
- Income (IRS master file)
- $253,164
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $233,678 | $323,689 | $220,835 | IRS |
| 990 | June 2024 | $294,700 | $326,170 | $312,289 | XML |
| 990 | June 2023 | $340,817 | $334,476 | $344,842 | IRS |
| 990 | June 2022 | $285,615 | $222,878 | $337,158 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3138413).
Questions about WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC
- What is the EIN of WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC?
- The employer identification number (EIN) of WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC is 04-3138413.
- Is WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC?
- The 990 for the year ended June 30, 2025 names JOANI VALERIANO.
- Who are the officers and directors of WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $233,678, expenses of $323,689 and total assets of $220,835 at year end.
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