Nonprofit · EIN 04-2104317
WINCHESTER MOUNT VERNON HOUSE
Tax-exempt · WINCHESTER, MA 01890
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,913,497 | $2,030,505 | $1,882,992 | $46,051,785 | $0 | $46,051,785 |
| December 31, 2024 | 990-PF | $1,420,261 | $1,720,392 | -$300,131 | $43,348,355 | $0 | $43,348,355 |
| December 31, 2023 | 990-PF | $2,889,371 | $1,636,284 | $1,253,087 | $42,372,414 | $0 | $42,372,414 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $119,272
- Dividends
- $665,335
- Net gain from sales of assets
- $2,829,870
- Other income
- $299,020
Expenses
- Grants and similar amounts paid
- $145,200
- Compensation of officers, directors and key employees
- $198,026
- Salaries, compensation and benefits (total)
- $610,480
- Disbursements for charitable purposes
- $1,532,454
Balance sheet and other
- Total assets, start of year
- $43,348,355
- Total assets, end of year
- $46,051,785
- Total liabilities, end of year
- $0
- Net assets, end of year
- $46,051,785
- Fair market value of assets
- $46,051,785
- Qualifying distributions
- $1,567,735
- Net investment income
- $3,495,205
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE E WARD 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | EXECUTIVE DIRECTOR | 40 | $177,510 | $20,516 |
| MARIA A LOPES 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $102,051 | $16,542 |
| CISLYN A HIBBERT 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | CNA/PCSP Highest-paid employee | 35 | $65,508 | $3,815 |
| DAVID N DALTON JR 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | MAINTENANCE Highest-paid employee | 24 | $63,407 | $2,536 |
| SUSAN POWERS 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | PRESIDENT | 4 | $0 | $0 |
| MICHAEL MANZO 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | TREASURER | 1 | $0 | $0 |
| GEOFFREY A CURTIS 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | SECRETARY | 1 | $0 | $0 |
| MICHAEL WALSH 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | ASSISTANT TREASURER | 1 | $0 | $0 |
| EDWARD LAMSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE | 1 | $0 | $0 |
| JOHN CARROLL 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE | 1 | $0 | $0 |
| JAMES WILLING 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE (UNTIL 7/25) | 1 | $0 | $0 |
| STEPHEN ANDERSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CLAIRE CONSTANTINE 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CHRISTINE A CREELMAN 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| DAVID STIRLING 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CONSTANCE DEMAKES 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| CAROLE PIERCE CONNOLLY 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| CRAIG GIBSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| NANCY GIBSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| ERIC HARSTAD 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| LOUIS BERTOCCI 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| DEE PEDULLA 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| JOHN SNOW 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| CAROLYN VERNAGLIA 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 |
| CARL BOERNER 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR (UNTIL 4/25) | 1 | $0 |
| JUSTIN MAGEE 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR (UNTIL 4/25) | 1 | $0 |
990-PF for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE E WARD 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | EXECUTIVE DIRECTOR | 40 | $165,000 | $19,089 |
| MARIA A LOPES 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $87,940 | $15,698 |
| DAVID N DALTON JR 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | MAINTENANCE Highest-paid employee | 24 | $65,535 | $2,621 |
| CISLYN A HIBBERT 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | CNA/PCSP Highest-paid employee | 35 | $62,749 | $2,510 |
| KATHLEEEN A JONES 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | SERVICE CARE COORDIN Highest-paid employee | 40 | $51,080 | $0 |
| SUSAN POWERS 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | PRESIDENT | 4 | $0 | $0 |
| MICHAEL MANZO 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | TREASURER | 1 | $0 | $0 |
| GEOFFREY A CURTIS 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | SECRETARY | 1 | $0 | $0 |
| EDWARD LAMSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE | 1 | $0 | $0 |
| JAMES WILLING 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE | 1 | $0 | $0 |
| MICHAEL WALSH 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | ASSISTANT TREASURER | 1 | $0 | $0 |
| JOHN CARROLL 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE | 1 | $0 | $0 |
| STEPHEN ANDERSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CARL BOERNER 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CLAIRE CONSTANTINE 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CHRISTINE A CREELMAN 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| JUSTIN MAGEE 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| DAVID STIRLING 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CONSTANCE DEMAKES 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CAROLE PIERCE CONNOLLY 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CRAIG GIBSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| NANCY GIBSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| ERIC HARSTAD 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| SUSAN KEATS 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR (UNTIL 7/2024) | 1 | $0 | $0 |
| PAUL DONAHUE 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR (UNTIL 10/2024) | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE E WARD 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | EXECUTIVE DIRECTOR | 40 | $150,107 | $18,197 |
| MARIA A LOPES 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $75,180 | $13,057 |
| DAVID N DALTON JR 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | MAINTENANCE Highest-paid employee | 24 | $61,733 | $2,469 |
| KATHLEEEN A JONES 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | SERVICE CARE COORDIN Highest-paid employee | 35 | $61,232 | $0 |
| CISLYN A HIBBERT 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | CNA/PCSP Highest-paid employee | 40 | $59,432 | $2,377 |
| SUSAN POWERS 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | PRESIDENT | 4 | $0 | $0 |
| MICHAEL MANZO 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | TREASURER | 1 | $0 | $0 |
| MICHAEL WALSH 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | ASSISTANT TREASURER | 1 | $0 | $0 |
| GEOFFREY A CURTIS 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | SECRETARY | 1 | $0 | $0 |
| EDWARD LAMSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE | 1 | $0 | $0 |
| JAMES WILLING 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE | 1 | $0 | $0 |
| JOHN CARROLL 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR INVESTMENT TRUSTEE | 1 | $0 | $0 |
| STEPHEN ANDERSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CARL BOERNER 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CLAIRE CONSTANTINE 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CHRISTINE A CREELMAN 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| SUSAN KEATS 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| JUSTIN MAGEE 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| DAVID STIRLING 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CONSTANCE DEMAKES 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CAROLE PIERCE CONNOLLY 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| PAUL DONAHUE 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| CRAIG GIBSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| NANCY GIBSON 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | DIRECTOR | 1 | $0 | $0 |
| RAYMOND KENNEY JR 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | PRESIDENT (UNTIL 4/2023) | 4 | $0 | $0 |
| PETER SEGERSTROM 110 MOUNT VERNON STREET, WINCHESTER, MA 01890 | INVESTMENT TRUSTEE (UNTIL 4/2023) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 110 MOUNT VERNON STREET, WINCHESTER, MA 01890-2864
- Signed the 990-PF
- MICHAEL MANZO, TREASURER
- Phone
- (781) 729-0497
- Website
- WWW.WMVH.ORG
- Return prepared by
- AAFCPAS INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2104317
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1950
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $46,051,785
- Income (IRS master file)
- $4,844,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,913,497 | $2,030,505 | $46,051,785 | XML |
| 990-PF | December 2024 | $1,420,261 | $1,720,392 | $43,348,355 | XML |
| 990-PF | December 2023 | $2,889,371 | $1,636,284 | $42,372,414 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 04-2104317).
Questions about WINCHESTER MOUNT VERNON HOUSE
- What is the EIN of WINCHESTER MOUNT VERNON HOUSE?
- The employer identification number (EIN) of WINCHESTER MOUNT VERNON HOUSE is 04-2104317.
- Is WINCHESTER MOUNT VERNON HOUSE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to WINCHESTER MOUNT VERNON HOUSE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WINCHESTER MOUNT VERNON HOUSE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WINCHESTER MOUNT VERNON HOUSE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINCHESTER MOUNT VERNON HOUSE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WINCHESTER MOUNT VERNON HOUSE?
- The 990-PF for the year ended December 31, 2025 lists 26 people; 4 received compensation from the organization, the highest $177,510 (JANE E WARD, EXECUTIVE DIRECTOR).
- How much revenue does WINCHESTER MOUNT VERNON HOUSE have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,913,497, expenses of $2,030,505 and total assets of $46,051,785 at year end.
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