Nonprofit · EIN 81-3635792
WINE AND SPIRIT EDUCATION TRUST AMERICA INC
Tax-exempt · WEST HARTFORD, CT 06107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $2,889,665 | $2,501,083 | $388,582 | $1,512,703 | $1,256,719 | $255,984 |
| July 31, 2024 | 990-PF | $2,353,379 | $2,638,617 | -$285,238 | $986,915 | $1,119,513 | -$132,598 |
| July 31, 2023 | 990-PF | $2,655,276 | $2,755,520 | -$100,244 | $1,039,736 | $887,096 | $152,640 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Other income
- $377,311
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $394,151
- Salaries, compensation and benefits (total)
- $1,345,441
- Disbursements for charitable purposes
- $762,680
Balance sheet and other
- Total assets, start of year
- $986,915
- Total assets, end of year
- $1,512,703
- Total liabilities, end of year
- $1,256,719
- Net assets, end of year
- $255,984
- Fair market value of assets
- $1,512,703
- Qualifying distributions
- $762,680
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID RUDMAN 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | PRESIDENT & VICE PRESIDENT (UNTIL 04/2 | 40 | $272,355 | $16,163 |
| BONNIE A EBERLY 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | BUSINESS DEVELOPMENT Highest-paid employee | 40 | $109,038 | $10,114 |
| ROBERT MCCAUGHEY 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | SR. BUSINESS DEVELOP Highest-paid employee | 40 | $104,183 | $17,969 |
| KATHRYN ASHLEY 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | HEAD OF CUSTOMER SER Highest-paid employee | 40 | $96,015 | $42 |
| ANNE LEONE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | TREASURER AND SECRETARY | 40 | $95,953 | $9,680 |
| CHRISTINE KAMINE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | HEAD OF APP DEVELOPM Highest-paid employee | 40 | $93,764 | $10,114 |
| ROSANNE MARIE SANGIACOMO 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | SENIOR GOVERNANCE MA Highest-paid employee | 40 | $80,681 | $8,314 |
| SIMON MCMURTRIE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | CHAIRMAN | 1 | $0 | $0 |
| DANIEL ALEXANDER JAGO 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 | $0 |
| MICHELLE BRAMPTON 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | PRESIDENT & VICE PRES. (AS OF 03/25) | 1 | $0 | $0 |
990-PF for the year ended July 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID RUDMAN 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | PRESIDENT AND VICE PRESIDENT | 40 | $241,861 | $20,632 |
| BONNIE A BUCHANAN 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | BUSINESS DEVELOPMENT Highest-paid employee | 40 | $105,551 | $9,525 |
| ROBERT MCCAUGHEY 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | SR. BUSINESS DEVELOP Highest-paid employee | 40 | $98,474 | $16,734 |
| ANNE BYRNE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | TREASURER AND SECRETARY | 40 | $87,717 | $11,629 |
| CHRISTINE KAMINE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | HEAD OF APP DEVELOPM Highest-paid employee | 40 | $86,006 | $9,525 |
| MARILYN FRIDDLE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | HEAD OF QUALITY ASSU Highest-paid employee | 40 | $83,904 | $8,696 |
| KATHRYN ASHLEY 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | HEAD OF CUSTOMER SER Highest-paid employee | 40 | $80,536 | $42 |
| SIMON MCMURTRIE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | CHAIRMAN | 1 | $0 | $0 |
| DANIEL ALEXANDER JAGO 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 | $0 |
| MICHELLE BRAMPTON 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended July 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID RUDMAN 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | PRESIDENT AND VICE PRESIDENT | 40 | $274,295 | $11,698 |
| BONNIE A BUCHANAN 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | BUSINESS DEVELOPMENT Highest-paid employee | 40 | $119,125 | $8,844 |
| MARILYN FRIDDLE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | HEAD OF QUALITY ASSU Highest-paid employee | 40 | $101,780 | $8,244 |
| ROBERT MCCAUGHEY 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | SR. BUSINESS DEVELOP Highest-paid employee | 40 | $101,351 | $1,414 |
| ANNE BYRNE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | TREASURER AND SECRETARY | 40 | $94,653 | $10,953 |
| KATHRYN ASHLEY 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | SENIOR CUSTOMER SUPP Highest-paid employee | 40 | $82,402 | $38 |
| ROSANNE SANGIACOMO 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | CUSTOMER POLICY MANA Highest-paid employee | 40 | $73,865 | $6,633 |
| SIMON MCMURTRIE 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | CHAIRMAN | 1 | $0 | $0 |
| IAN HARRIS THRU 0922 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 | $0 |
| DANIEL ALEXANDER JAGO 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 | $0 |
| MICHELLE BRAMPTON AS OF 0922 71 RAYMOND ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 71 RAYMOND RD, WEST HARTFORD, CT 06107-2211
- In care of
- % THSH LLP
- Signed the 990-PF
- MICHELLE BRAMPTON, EXECUTIVE DIRECTOR
- Phone
- (860) 719-9861
- Website
- HTTPS://WWW.WSETGLOBAL.COM
- Return prepared by
- CLIFTONLARSONALLEN
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 81-3635792
- 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
- 2017
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $1,512,703
- Income (IRS master file)
- $6,117,984
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $2,889,665 | $2,501,083 | $1,512,703 | XML |
| 990-PF | July 2024 | $2,353,379 | $2,638,617 | $986,915 | XML |
| 990-PF | July 2023 | $2,655,276 | $2,755,520 | $1,039,736 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
| 990-PF | June 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 81-3635792).
Questions about WINE AND SPIRIT EDUCATION TRUST AMERICA INC
- What is the EIN of WINE AND SPIRIT EDUCATION TRUST AMERICA INC?
- The employer identification number (EIN) of WINE AND SPIRIT EDUCATION TRUST AMERICA INC is 81-3635792.
- Is WINE AND SPIRIT EDUCATION TRUST AMERICA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WINE AND SPIRIT EDUCATION TRUST AMERICA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WINE AND SPIRIT EDUCATION TRUST AMERICA INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WINE AND SPIRIT EDUCATION TRUST AMERICA INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINE AND SPIRIT EDUCATION TRUST AMERICA INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of WINE AND SPIRIT EDUCATION TRUST AMERICA INC?
- The 990-PF for the year ended July 31, 2025 lists 10 people; 7 received compensation from the organization, the highest $272,355 (DAVID RUDMAN, PRESIDENT & VICE PRESIDENT (UNTIL 04/2).
- How much revenue does WINE AND SPIRIT EDUCATION TRUST AMERICA INC have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $2,889,665, expenses of $2,501,083 and total assets of $1,512,703 at year end.
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