Nonprofit · EIN 47-4751000
SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION
Tax-exempt · WINCHESTER, VA 22603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,087,590 | $496,404 | $591,186 | $13,425,666 | $258,863 | $13,166,803 |
| December 31, 2023 | 990 | $844,892 | $404,003 | $440,889 | $12,329,440 | $256,198 | $12,073,242 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $388,730
- Program service revenue
- $0
- Investment income
- $698,860
- Net gain from sales of assets
- $329,951
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $453,639
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $453,639
- Management and general (functional)
- $42,765
Balance sheet and other
- Total assets, start of year
- $12,329,440
- Total assets, end of year
- $13,425,666
- Total liabilities, end of year
- $258,863
- Net assets, end of year
- $13,166,803
- Publicly traded securities
- $12,985,023
- Net assets without donor restrictions
- $2,589,453
- Net assets with donor restrictions
- $10,577,350
- Gross receipts
- $2,605,820
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2015
- State of legal domicile
- VA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MRS GLORIA J SHILEY | EX-OFFICIO BOARD MEMBER Trustee or director | 1 | $0 | $376,484 | $46,167 |
| MR DUANE A WERNECKE CPA | EX-OFFICIO BOARD MEMBER Trustee or director | 1 | $0 | $227,092 | $52,888 |
| MRS KATHY TAGNESI | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV DAN MCCOIG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MRS MARIE IMOH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MR CHARLES MCWILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD EISENSTAEDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN KAGEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HARRY SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GINA HAMMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA KEECH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MRS JEANNIE SHILEY | EX-OFFICO BOARD MEMBER Trustee or director | 1 | $0 | $297,269 | $65,060 |
| MR DUANE A WERNECKE CPA | EX-OFFICO BOARD MEMBER Trustee or director | 1 | $0 | $203,744 | $77,284 |
| REV DAN MCCOIG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MRS MARIE IMOH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MRS KATHY TAGNESI | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MR CHARLES MCWILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD EISENSTAEDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN KAGEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HARRY SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GINA HAMMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA KEECH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 WESTMINSTER-CANTERBURY DRIVE, WINCHESTER, VA 22603-4216
- In care of
- % HARRY SMITH
- Principal officer (990 for 2024)
- DUANE A WERNECKE, 300 WESTMINSTER-CANTERBURY DRIVE, WINCHESTER, VA 22603
- Signed the 990
- DUANE A WERNECKE, CHIEF FINANCIAL OFFICER
- Phone
- (540) 665-5923
- Website
- WWW.SVWC.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PROVIDE SUPPORT FOR OLDER ADULTS AND THE PEOPLE WHO CARE FOR THEM, AND TO FUND PROGRAMS AND SERVICES DEDICATED TO IMPROVING WELL BEING.
Program accomplishments
- THE ORGANIZATION SUPPORTS ITS AFFILIATED ENTITY, WESTMINSTER-CANTERBURY, A CONTINUING CARE RETIREMENT COMMUNITY, BY SUPPORTING THE ACTIVITIES, HEALTHCARE NEEDS, AND OPERATIONS OF THE COMMUNITY."Expenses $453,639 · grants $453,639
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 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4751000
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L11)
- Assets (IRS master file)
- $13,425,666
- Income (IRS master file)
- $2,605,820
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,087,590 | $496,404 | $13,425,666 | XML |
| 990 | December 2023 | $844,892 | $404,003 | $12,329,440 | XML |
| 990 | December 2022 | $712,903 | $351,779 | $10,452,941 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 47-4751000).
Questions about SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION
- What is the EIN of SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION?
- The employer identification number (EIN) of SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION is 47-4751000.
- Is SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION 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 SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION?
- The 990 for the year ended December 31, 2024 names DUANE A WERNECKE.
- Who are the officers and directors of SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,087,590, expenses of $496,404 and total assets of $13,425,666 at year end.
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