Civic Intelligence

American Wine Society Educational Foundation Inc

EIN 22-3230690 • 501(c)3 • Lovettsville, VA

Profile

Provide scholarships to graduate students of viticulture or oenology

PO Box 264Lovettsville, VA 20180-0264

www.awsef.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

82nd percentile

25%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

56%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,327,542

Up $267,467 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,327,542

Up $267,467 (+25%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$96,633

Up $34,567 (+56%) from 2023

Expenses

Up

$32,191

Up $830 (+2.6%) from 2023

Net Income

Up

$64,442

Up $33,737 (+110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2017: $539,100Liabilities 2017: $0Net Assets 2017: $539,1002017Assets 2018: $528,941Liabilities 2018: $0Net Assets 2018: $528,9412018Assets 2019: $675,316Liabilities 2019: $0Net Assets 2019: $675,3162019Assets 2020: $838,098Liabilities 2020: $0Net Assets 2020: $838,0982020Assets 2021: $1,024,307Liabilities 2021: $0Net Assets 2021: $1,024,3072021Assets 2022: $838,098Liabilities 2022: $0Net Assets 2022: $838,0982022Assets 2023: $1,060,075Liabilities 2023: $0Net Assets 2023: $1,060,0752023Assets 2024: $1,327,542Liabilities 2024: $0Net Assets 2024: $1,327,5422024

Highlighted filing

2024

Assets$1,327,542
Liabilities$0
Net Assets$1,327,542
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2017: $62,517Expenses 2017: $26,872Net Income 2017: $35,6452017Revenue 2018: $61,269Expenses 2018: $28,217Net Income 2018: $33,0522018Revenue 2019: $42,851Expenses 2019: $31,890Net Income 2019: $10,9612019Revenue 2020: $50,393Expenses 2020: $26,199Net Income 2020: $24,1942020Revenue 2021: $65,468Expenses 2021: $26,413Net Income 2021: $39,0552021Revenue 2022: $60,802Expenses 2022: $26,274Net Income 2022: $34,5282022Revenue 2023: $62,066Expenses 2023: $31,361Net Income 2023: $30,7052023Revenue 2024: $96,633Expenses 2024: $32,191Net Income 2024: $64,4422024

Highlighted filing

2024

Revenue$96,633
Expenses$32,191
Net Income$64,442
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,327,542
Liabilities
$0
Net assets
$1,327,542
Revenue
$96,633
Expenses
$32,191
Net income
$64,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.10$0.03$0.06
2023Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.06$0.03$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.06$0.03$0.03
2021Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.07$0.03$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.05$0.03$0.02
2019Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.04$0.03$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.06$0.03$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.06$0.03$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 16, 2025
Return Version
2024v5.1
Gross Receipts
$96,633
Mission and Program Overview

Mission

Provide scholarships to graduate students of viticulture or oenology

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,043,359$1,311,911▲ $268,552
Cash and Non-Interest-Bearing Accounts$16,716$15,631▼ $1,085
Total Assets$1,060,075$1,327,542▲ $267,467
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,043,359$1,311,911▲ $268,552
Net Assets Without Donor Restrictions$16,716$15,631▼ $1,085
Total Net Assets Fund Balance$1,060,075$1,327,542▲ $267,467
Total Liabilities and Net Assets / Fund Balance$1,060,075$1,327,542▲ $267,467
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Ron NatalieAws President-liason
Kristin LindelowPresident
Therise CollierPrivate Development
Dennis GrinerSecretary
Walter J RacheleTreasurer
Bonnie LanceVP Corp Development
Isabelle LesschaeveVP Scholarships
Revenue and Support

Revenue Composition

Contributions and Grants
$41,039
Program Service Revenue
$0
Investment Income
$55,594
Other Revenue
$0
Change in Net Assets
$64,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,191
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$29,500--$29,500
Insurance$718--$718
Fees for Services Accounting$525--$525
Information Technology$181--$181
Fees for Services Other$63--$63
Total Functional Expenses$32,191$0$0$32,191
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The financials are reviewed by the board each quarter and approved at that time. The tax return is completed by our outside accountant and reviewed by the chairman. It is then presented to the board for comment.”

Conflict of interest policy compliance Part VI line 12C

“The board adopted a confilict of interest policy in mid 2007. Any board member who has a coi must disclose it and obstain from voting. The board is viligent with regards to this and has all board members sign a letter stating theat they have no conflict of interest.”

Governing documents etc available to public Part VI line 19

“The financials are available to the public upon request. They may be viewed by contacting american wine society educational foundation at the address below:amwefpo box 264lovettesville va 20180all requests must be in writing, provide a self addressed stamped envelope, and enclose a check for $50.00 made payable to the american wine society educational foundation for processing. The request will be responded to by usps within 2 weeks.”

Filing and Contact Details

Filer

Filer Name
American Wine Society Educational Foundation Inc
EIN
22-3230690
In Care Of
% WALTER J RACHELE
Phone
7037776187
Address
PO BOX 264, LOVETTSVILLE, VA 20180-0264

Signing Officer

Name
Walter J Rachele
Title
Treasurer
Phone
7807776187
Signed
2025-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Lindelow
Formed
1993
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Tax and Accounting Services LLC
Address
44115 Woodridge pkwy ste 100, Leesburg, VA 20176
Preparer
Gordon Caylor CPA
Phone
7037776187
Raw XML Appendix354 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIPS TO GRADUATE STUDENTS OF VITICULTURE OR OENOLOGY
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0WALTER J RACHELE
IRS990/BooksInCareOfDetail/PhoneNum07037776187
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 264
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOVETTSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0201800264
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt016716
IRS990/CashNonInterestBearingGrp/EOYAmt015631
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt012084
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt041039
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt055594
IRS990/CYOtherExpensesAmt032191
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt064442
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt032191
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt096633
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SEVEN $3500 AND ONE $5000 SCHOLARSHIPS AWARDED TO GRADUATE STUDENTS IN THE WINE MAKING FIELD
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01043359
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01311911
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt032191
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt028955
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0525
IRS990/FeesForServicesAccountingGrp/TotalAmt0525
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt063
IRS990/FeesForServicesOtherGrp/TotalAmt063
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BONNIE LANCE
IRS990/Form990PartVIISectionAGrp/PersonNm1WALTER J RACHELE
IRS990/Form990PartVIISectionAGrp/PersonNm2RON NATALIE
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS GRINER
IRS990/Form990PartVIISectionAGrp/PersonNm4ISABELLE LESSCHAEVE
IRS990/Form990PartVIISectionAGrp/PersonNm5THERISE COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm6KRISTIN LINDELOW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP CORP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2AWS PRESIDENT-LIASON
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP SCHOLARSHIPS
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRIVATE DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt012084
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt029500
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt096633
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0181
IRS990/InformationTechnologyGrp/TotalAmt0181
IRS990/InsuranceGrp/ProgramServicesAmt0718
IRS990/InsuranceGrp/TotalAmt0718
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt055594
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt055594
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01043359
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01311911
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SCHOLARSHIPS TO GRADUATE STUDENTS OF VITICULTURE OR OENOLOGY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01060075
IRS990/NetAssetsOrFundBalancesEOYAmt01327542
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0203025
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016716
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015631
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MERCHANT SERVICES
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP EXP
IRS990/OtherExpensesGrp/ProgramServicesAmt01204
IRS990/OtherExpensesGrp/ProgramServicesAmt129500
IRS990/OtherExpensesGrp/TotalAmt01204
IRS990/OtherExpensesGrp/TotalAmt129500
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KRISTIN LINDELOW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt035746
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt029500
IRS990/PYInvestmentIncomeAmt026320
IRS990/PYOtherExpensesAmt01861
IRS990/PYRevenuesLessExpensesAmt030705
IRS990/PYTotalExpensesAmt031361
IRS990/PYTotalRevenueAmt062066
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt064442
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt096633
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035746
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031214
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0167576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt053195
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt023503
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt034252
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027657
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0162717
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt053195
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt024110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt023503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt034252
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027657
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0162717
IRS990ScheduleA/InvestmentIncomeCYPct00.49000
IRS990ScheduleA/InvestmentIncomePYPct00.45000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02397
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02211
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0450
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05071
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.49970
IRS990ScheduleA/PublicSupportPY509Pct00.53530
IRS990ScheduleA/PublicSupportTotal509Amt0167576
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt041041
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt036850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031214
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022725
IRS990ScheduleA/Total509Grp/TotalAmt0167576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt062067
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt060803
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065468
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050393
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0335364
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCIALS ARE REVIEWED BY THE BOARD EACH QUARTER AND APPROVED AT THAT TIME. THE TAX RETURN IS COMPLETED BY OUR OUTSIDE ACCOUNTANT AND REVIEWED BY THE CHAIRMAN. IT IS THEN PRESENTED TO THE BOARD FOR COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD ADOPTED A CONFILICT OF INTEREST POLICY IN MID 2007. ANY BOARD MEMBER WHO HAS A COI MUST DISCLOSE IT AND OBSTAIN FROM VOTING. THE BOARD IS VILIGENT WITH REGARDS TO THIS AND HAS ALL BOARD MEMBERS SIGN A LETTER STATING THEAT THEY HAVE NO CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIALS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THEY MAY BE VIEWED BY CONTACTING AMERICAN WINE SOCIETY EDUCATIONAL FOUNDATION AT THE ADDRESS BELOW:AMWEFPO BOX 264LOVETTESVILLE VA 20180ALL REQUESTS MUST BE IN WRITING, PROVIDE A SELF ADDRESSED STAMPED ENVELOPE, AND ENCLOSE A CHECK FOR $50.00 MADE PAYABLE TO THE AMERICAN WINE SOCIETY EDUCATIONAL FOUNDATION FOR PROCESSING. THE REQUEST WILL BE RESPONDED TO BY USPS WITHIN 2 WEEKS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/StatesWhereCopyOfReturnIsFldCd1VA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01060075
IRS990/TotalAssetsEOYAmt01327542
IRS990/TotalAssetsGrp/BOYAmt01060075
IRS990/TotalAssetsGrp/EOYAmt01327542
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt041039
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032191
IRS990/TotalFunctionalExpensesGrp/TotalAmt032191
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01060075
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01327542
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt032191
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt055594
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096633
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01060075
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01327542
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 264
IRS990/USAddress/CityNm0LOVETTSVILLE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd0201800264
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.AWSEF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER J RACHELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07807776187
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN WINE SOCIETY EDUCATIONAL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0223230690
ReturnHeader/Filer/InCareOfNm0% WALTER J RACHELE
ReturnHeader/Filer/PhoneNum07037776187
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 264
ReturnHeader/Filer/USAddress/CityNm0LOVETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0201800264
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200933915
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax and Accounting Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044115 Woodridge pkwy ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leesburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020176
ReturnHeader/PreparerPersonGrp/PhoneNum07037776187
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON CAYLOR CPA
ReturnHeader/ReturnTs02025-06-04T11:16:55-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.