William M Winters Scholarship Fund

990EZ • Fiscal year 2018 • EIN 20-4144575

Jan 01, 2018 to Dec 31, 2018 • Filed on May 24, 2019

Organization Profile N/A

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65 Pattison StreetAbington, MA 02351

(781) 843-2230

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

82%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

-5.1%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

11%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$99,283

Down $5,369 (-5.1%) from 2017

Net Assets

Down

$99,283

Down $5,369 (-5.1%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin97th percentile

Revenue

$5,206

Up $529 (+11%) from 2017

Expenses

Down

$945

Down $180 (-16%) from 2017

Net Income

$4,261

Up $709 (+20%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2018

Assets$99,283

Liabilities$0

Net Assets$99,283

Open 2018 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$5,206

Expenses$945

Net Income$4,261

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 24, 2019
Return Version: 2018v3.1
Gross Receipts: $5,206

Mission and Program Overview

Mission

Charitable purposes-scholarships for college tuition

Program Services

Description	Grants	Expenses
SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS	$0	$0

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PAUL WALSH	President,Treasurer,Direct	-	$0	-	-
SUSAN VARRIEUR	Secretary And Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: William M Winters Scholarship Fund
EIN: 20-4144575
Phone: 7818432230
Address: 65 PATTISON STREET, ABINGTON, MA 02351

Signing Officer

Name: Paul Walsh
Title: President
Phone: 7818432230
Signed: 2019-05-24
Discuss with paid preparer: Yes

Preparer

Firm: Gosule Butkus & Jesson Llp
Address: 480 ADAMS STREET, MILTON, MA 02186
Preparer: James L Oslin CPA
Phone: 6176983950

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment earnings. Amount: 2,544. Description: long term capital gains. Amount: 2,500. Description: short term capital gains. Amount: 160. Description: investment earnings. Amount: 2. Total included on form 990-ez, line 4: 5,206.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank charges. Amount: 60. Description: filing fees. Amount: 35. Total to form 990-ez, line 16: 95.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss mutual funds. Amount: -9,630.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: mutual fund investments. Beg. Of year amount: 103,227. End of year amount: 98,742.”

Raw XML Appendix138 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	PAUL WALSH PRESIDENT AND TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7818432230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	65 PATTISON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	ABINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	02351
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	1425
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	541
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	4261
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	850
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	104652
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	99283
IRS990EZ/GrossReceiptsAmt	0	5206
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	5206
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	104652
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	99283
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	104652
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	99283
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	PAUL WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	SUSAN VARRIEUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT,TREASURER,DIRECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY AND DIRECTOR
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	103227
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	98742
IRS990EZ/OtherChangesInNetAssetsAmt	0	-9630
IRS990EZ/OtherExpensesTotalAmt	0	95
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	CHARITABLE PURPOSES-SCHOLARSHIPS FOR COLLEGE TUITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	945
IRS990EZ/TotalRevenueAmt	0	5206
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	20000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt	0	20000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt	0	5205
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt	0	4678
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt	0	2032
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt	0	1976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt	0	3043
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt	0	16934
IRS990ScheduleA/PublicOrganization170Ind	0	X
IRS990ScheduleA/PublicSupportCY170Pct	0	0.54150
IRS990ScheduleA/PublicSupportPY170Pct	0	0.57790
IRS990ScheduleA/PublicSupportTotal170Amt	0	20000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind	0	X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt	0	20000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt	0	20000
IRS990ScheduleA/TotalSupportAmt	0	36934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INVESTMENT EARNINGS. AMOUNT: 2,544. DESCRIPTION: LONG TERM CAPITAL GAINS. AMOUNT: 2,500. DESCRIPTION: SHORT TERM CAPITAL GAINS. AMOUNT: 160. DESCRIPTION: INVESTMENT EARNINGS. AMOUNT: 2. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,206.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: BANK CHARGES. AMOUNT: 60. DESCRIPTION: FILING FEES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: UNREALIZED LOSS MUTUAL FUNDS. AMOUNT: -9,630.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: MUTUAL FUND INVESTMENTS. BEG. OF YEAR AMOUNT: 103,227. END OF YEAR AMOUNT: 98,742.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAUL WALSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7818432230
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WILLIAM M WINTERS SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	204144575
ReturnHeader/Filer/PhoneNum	0	7818432230
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	65 PATTISON STREET
ReturnHeader/Filer/USAddress/CityNm	0	ABINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02351
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	6377D4B8A4486F5D694FFACE4B0810749B29DA94
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	B6CC31177BE892DC01E72D6E5F4BE860CA05E2D8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	75.147.54.241
ReturnHeader/FilingSecurityInformation/IPDt	0	2019-05-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	09:33:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	043442418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GOSULE BUTKUS & JESSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	480 ADAMS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02186
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6176983950
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES L OSLIN CPA
ReturnHeader/ReturnTs	0	2019-05-31T12:20:23-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $99,283
Liabilities: $0
Net assets: $99,283
Revenue: $5,206
Expenses: $945
Net income: $4,261

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2020Summary only. Only limited summary data is available for this year.	$0.02	$0.00		$0.00	$0.05	$0.05
2019Summary only. Only limited summary data is available for this year.	$0.07	$0.00		$0.17	$1.00	$0.83
2018Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.05	$0.01	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$1.05	$0.00	$1.05	$0.05	$0.01	$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.97	$0.00	$0.97	$0.02	$0.04	$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.94	$0.00	$0.94	$0.02	$0.07	$0.05