Nonprofit · EIN 54-1948947
WOLTZ-WINCHESTER FOUNDATION
Tax-exempt · WINCHESTER, VA 22604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990-PF | $17,833 | $19,970 | -$2,137 | $322,873 | $0 | $322,873 |
| June 30, 2023 | 990-PF | $4,889 | $21,025 | -$16,136 | $326,535 | $1,525 | $325,010 |
| June 30, 2022 | 990-PF | $112,545 | $21,172 | $91,373 | $341,146 | $0 | $341,146 |
Financial details: 990-PF for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $767
- Dividends
- $5,217
- Net gain from sales of assets
- $11,849
Expenses
- Grants and similar amounts paid
- $16,050
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $16,434
- Excise tax on investment income
- $188
Balance sheet and other
- Total assets, start of year
- $326,535
- Total assets, end of year
- $322,873
- Total liabilities, end of year
- $0
- Net assets, end of year
- $322,873
- Fair market value of assets
- $359,192
- Qualifying distributions
- $16,434
- Net investment income
- $17,066
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-PF for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLAS PARTHEMOS 50 S CAMERON ST, WINCHESTER, VA 22601 | PRESIDENT | 1 | $0 |
| JERRY KERR 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| SARAH POWERS 50 S CAMERON ST, WINCHESTER, VA 22601 | SECRETARY | 0 | $0 |
| RITA BEALE 50 S CAMERON ST, WINCHESTER, VA 22601 | ASSISTANT SECRETARY | 0 | $0 |
| LYNN BERNARD 50 S CAMERON ST, WINCHESTER, VA 22601 | VICE PRESIDENT | 0 | $0 |
| W BLAKE CURTIS 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 1 | $0 |
| ELAINE M CAIN 50 S CAMERON ST, WINCHESTER, VA 22601 | TREASURER | 1 | $0 |
| STEPHEN SHENDOW 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| MARTHA SIMS 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLAS PARTHEMOS 50 S CAMERON ST, WINCHESTER, VA 22601 | PRESIDENT | 1 | $0 |
| JERRY KERR 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| SARAH POWERS 50 S CAMERON ST, WINCHESTER, VA 22601 | SECRETARY | 0 | $0 |
| RITA BEALE 50 S CAMERON ST, WINCHESTER, VA 22601 | ASSISTANT SECRETARY | 0 | $0 |
| LYNN BERNARD 50 S CAMERON ST, WINCHESTER, VA 22601 | VICE PRESIDENT | 0 | $0 |
| W BLAKE CURTIS 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 1 | $0 |
| ELAINE M CAIN 50 S CAMERON ST, WINCHESTER, VA 22601 | TREASURER | 1 | $0 |
| KEVENEY FURST 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| STEPHEN SHENDOW 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| MARTHA SIMS 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2022: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICHOLAS PARTHEMOS 50 S CAMERON ST, WINCHESTER, VA 22601 | PRESIDENT | 1 | $0 |
| JERRY KERR 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| SARAH POWERS 50 S CAMERON ST, WINCHESTER, VA 22601 | SECRETARY | 0 | $0 |
| RITA BEALE 50 S CAMERON ST, WINCHESTER, VA 22601 | ASSISTANT SECRETARY | 0 | $0 |
| LYNN BERNARD 50 S CAMERON ST, WINCHESTER, VA 22601 | VICE PRESIDENT | 0 | $0 |
| W BLAKE CURTIS 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| ELAINE M CAIN 50 S CAMERON ST, WINCHESTER, VA 22601 | TREASURER | 1 | $0 |
| KEVENEY FURST 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| STEPHEN SHENDOW 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
| MARTHA SIMS 50 S CAMERON ST, WINCHESTER, VA 22601 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2560, WINCHESTER, VA 22604-1760
- In care of
- % JERRY P KERR CPA
- Signed the 990-PF
- JERRY KERR CPA, TREASURER
- Phone
- (540) 662-3417
- Return prepared by
- YOUNT HYDE & BARBOUR PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 54-1948947
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $322,873
- Income (IRS master file)
- $50,567
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2024 | $17,833 | $19,970 | $322,873 | IRS |
| 990-PF | June 2023 | $4,889 | $21,025 | $326,535 | XML |
| 990-PF | June 2022 | $112,545 | $21,172 | $341,146 | XML |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | 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 54-1948947).
Questions about WOLTZ-WINCHESTER FOUNDATION
- What is the EIN of WOLTZ-WINCHESTER FOUNDATION?
- The employer identification number (EIN) of WOLTZ-WINCHESTER FOUNDATION is 54-1948947.
- Is WOLTZ-WINCHESTER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WOLTZ-WINCHESTER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WOLTZ-WINCHESTER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WOLTZ-WINCHESTER FOUNDATION 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 WOLTZ-WINCHESTER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2024.
- Who are the officers and directors of WOLTZ-WINCHESTER FOUNDATION?
- The 990-PF for the year ended June 30, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does WOLTZ-WINCHESTER FOUNDATION have?
- On its 990-PF for the year ended June 30, 2024 it reported revenue of $17,833, expenses of $19,970 and total assets of $322,873 at year end.
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