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Nonprofit · EIN 51-0196372

WINCHESTER SENIORS ASSOCIATION TRUST

Tax-exempt · WINCHESTER, MA 01890

Financials

$253K$141K2023$120K$115K2024$241K$111K2025
Revenue Expenses · by fiscal year end
Financials of WINCHESTER SENIORS ASSOCIATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$241,433$110,894$130,539$3,125,731$0$3,125,731
March 31, 2025990$119,577$115,111$4,466$3,032,223$0$3,032,223
March 31, 2024990$252,889$140,891$111,998$3,084,623$0$3,084,623
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$30,000
Program service revenue
$0
Investment income
$211,433
Net gain from sales of assets
$197,580
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,650
Depreciation
$77,515
Program services (functional)
$105,159
Management and general (functional)
$5,735

Balance sheet and other

Total assets, start of year
$3,032,223
Total assets, end of year
$3,125,731
Total liabilities, end of year
$0
Net assets, end of year
$3,125,731
Land, buildings and equipment
$1,991,797
Publicly traded securities
$927,959
Net assets without donor restrictions
$3,125,731
Gross receipts
$317,514
Employees
0
Volunteers
0
Year formed
1976
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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
MARY ELLEN ROURKE-FALVEYCHAIR PERSON
Trustee or director, Officer
15$0
RONALD LANTANISIONTRUSTEE
Trustee or director
2$0
CAROLINE SHAMUTRUSTEE
Trustee or director
2$0
MELODIE WINGTRUSTEE
Trustee or director
2$0
PATRICK HALLTRUSTEE
Trustee or director
2$0
DOUGLAS MARMONTREASURER/CLERK
Trustee or director, Officer
2$0
ELIZABETH BRODBINE GHONIEUMTRUSTEE
Trustee or director
2$0
ERIC HARSTADTRUSTEE
Trustee or director
2$0
WALTER HUBBARDTRUSSEE
Trustee or director
2$0
990 for the year ended March 31, 2025: 8 people
NameTitleHours / weekCompensation
MARY ELLEN ROURKE-FALVEYCHAIR PERSON
Trustee or director, Officer
15$0
RON LANTANISIONTRUSTEE
Trustee or director
2$0
RONALD MILAUSKASTRUSTEE
Trustee or director
2$0
MELODIE WINGTRUSTEE
Trustee or director
2$0
PATRICK HALLTRUSTEE
Trustee or director
2$0
DOUGLAS MARMONTREASURER/CLERK
Trustee or director, Officer
2$0
ELIZABETH BRODBINE GHONIEUMTRUSTEE
Trustee or director
2$0
ERIC HARSTADTRUSTEE
Trustee or director
2$0
990 for the year ended March 31, 2024: 8 people
NameTitleHours / weekCompensation
MARY ELLEN ROURKE-FALVEYCHAIR PERSON
Trustee or director, Officer
15$0
RICHARD D NORBERGTRUSTEE
Trustee or director
2$0
RONALD MILAUSKASTRUSTEE
Trustee or director
2$0
ROBERT RUSSOTRUSTEE
Trustee or director
2$0
PATRICK HALLTRUSTEE
Trustee or director
2$0
DOUGLAS MARMONTREASURER/CLERK
Trustee or director, Officer
2$0
ELIZABETH BRODBINE GHONIEUMTRUSTEE
Trustee or director
2$0
ERIC HARSTADTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
109 SKILLINGS RD, WINCHESTER, MA 01890-2884
Principal officer (990 for 2025)
MARY ELLEN ROURKE-FALVEY, 109 SKILLINGS ROAD, WINCHESTER, MA 01890
Signed the 990
MARY ELLEN ROURKE-FALVEY, CHAIR PERSON
Phone
(781) 721-7136
Return prepared by
STONE & COMPANY LLC

Mission

THIS TRUST WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF THE WINCHESTER SENIORS ASSOCIATION TO OWN AND MAINTAIN A BUILDING FOR SENIOR ACTIVITIES.

990 for the year ended March 31, 2026

Program accomplishments

  • THIS TRUST WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF THE WINCHESTER SENIORS ASSOCIATION, INC TO OWN AND MAINTAIN A BUILDING FOR SENIOR ACTIVITIES.
    Expenses $105,159

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
51-0196372
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1976
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,125,731
Income (IRS master file)
$317,514

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$241,433$110,894$3,125,731XML
990March 2025$119,577$115,111$3,032,223XML
990March 2024$252,889$140,891$3,084,623XML
990March 2023$30,800$129,854$2,957,689IRS
990March 2022$71,652$107,360$3,155,391IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––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 51-0196372).

Questions about WINCHESTER SENIORS ASSOCIATION TRUST

What is the EIN of WINCHESTER SENIORS ASSOCIATION TRUST?
The employer identification number (EIN) of WINCHESTER SENIORS ASSOCIATION TRUST is 51-0196372.
Is WINCHESTER SENIORS ASSOCIATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to WINCHESTER SENIORS ASSOCIATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does WINCHESTER SENIORS ASSOCIATION TRUST 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 SENIORS ASSOCIATION TRUST due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WINCHESTER SENIORS ASSOCIATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who is the principal officer of WINCHESTER SENIORS ASSOCIATION TRUST?
The 990 for the year ended March 31, 2026 names MARY ELLEN ROURKE-FALVEY.
Who are the officers and directors of WINCHESTER SENIORS ASSOCIATION TRUST?
The 990 for the year ended March 31, 2026 lists 9 people; 0 received compensation from the organization.
How much revenue does WINCHESTER SENIORS ASSOCIATION TRUST have?
On its 990 for the year ended March 31, 2026 it reported revenue of $241,433, expenses of $110,894 and total assets of $3,125,731 at year end.

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