Woltz-Winchester Foundation
- Assets
- $0.0
- Revenue
- $16.8k
- Investments
- $244.7k
- Employees
- 0
- Location
- Winchester, VA
- Founding
- 07/2000
- Data as of
- 06/2021
- EIN
- 54-1948947
Organization Overview
Woltz-Winchester Foundation is located in Winchester, VA. The organization was established in 2000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Woltz-Winchester Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Woltz-Winchester Foundation generated $16.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (7.8%) each year. All expenses for the organization totaled $16.2k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nicholas Parthemos President | 1 | $0 | |
N Randolph Bryant Vice President | 0 | $0 | |
Jerry Kerr Treasurer | 0 | $0 | |
Sarah Powers Secretary | 0 | $0 | |
Rita Beale Assistant Secretary | 0 | $0 | |
Lynn Bernard Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $346 |
| Interest on Savings | $0 |
| Dividends & Interest | $12,411 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $16,796 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $1,221 |
| Contributions, gifts, grants paid | $15,000 |
| Total expenses and disbursements | $16,221 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $244,741 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Woltz-Winchester Foundation has awarded $15,000 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
C-CAP PURPOSE: PUBLIC ASSISTANCE | $2,000 |
FIRST NIGHT WINCHESTER PURPOSE: TO SUPPORT NON-ALCOHOLIC CELEBRATION | $1,000 |
FRENCH & INDIAN WAR FOUNDATION PURPOSE: HISTORICAL MUSEUM | $1,000 |
VALLEY CHORALE OF FRONT ROYAL PURPOSE: ARTS EDUCATION | $500 |
KERNSTOWN BATTLEFIELD ASSOCIATION PURPOSE: HISTORICAL PRESERVATION AND EDUCATION | $1,000 |
SHENANDOAH VALLEY DISCOVERY MUSEUM PURPOSE: CHILDREN'S MUSEUM EDUCATIONAL PROGRAMS | $1,000 |