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Nonprofiteer
← WINDERMERE FOUNDATION

Form 990 for tax year 2023

Filed by WINDERMERE FOUNDATION.

Totals

Total revenue
$2,404,886
Total expenses
$3,214,703
Contributions and grants received
$2,917,212
Grants paid
$3,056,288
Program service revenue
$0
Investment income
$46,912
Other revenue
-$559,238
Total assets, end of year
$3,265,556
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,265,556
Program services expenses (Part IX)
$3,056,288
Management and general expenses
$158,415
Fundraising expenses
$0
Program service expenses (Part III)
$3,056,288

Program services were 95.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $379,589

  • 1f · All other contributions, gifts and grants

    $2,537,623

  • 3 · Investment income

    total $44,248 · excluded $44,248

  • 7a · Gross sales of assets other than inventory

    securities $416,718

  • 7b · Less cost or other basis and sales expenses

    securities $414,054

  • 7c · Gain or loss

    securities $2,664

  • 7d · Net gain or loss

    total $2,664 · excluded $2,664

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $379,589

  • 8b · Fundraising events: direct expenses

    $559,548

  • 8c · Net income from fundraising events

    total -$559,548 · excluded -$559,548

  • 11a · Other revenue: SALE - GOODS

    total $310 · excluded $310

  • 11e · Other revenue, total

    $310

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,056,288 · program services $3,056,288

  • 11b · Fees: legal

    total $174 · management and general $174

  • 11c · Fees: accounting

    total $141,894 · management and general $141,894

  • 11f · Fees: investment management

    total $5,731 · management and general $5,731

  • 12 · Advertising and promotion

    total $509 · management and general $509

  • 13 · Office expenses

    total $252 · management and general $252

  • 14 · Information technology

    total $59 · management and general $59

  • 17 · Travel

    total $406 · management and general $406

  • 22 · Depreciation, depletion and amortization

    total $1,982 · management and general $1,982

  • 23 · Insurance

    total $5,243 · management and general $5,243

  • 24a · Other expenses: REGISTRATION FEES/STATE

    total $1,450 · management and general $1,450

  • 24b · Other expenses: LICENSES/PERMITS

    total $431 · management and general $431

  • 24c · Other expenses: SUBSCRIPTIONS

    total $178 · management and general $178

  • 24d · Other expenses: MISCELLANEOUS EXPENSE

    total $66 · management and general $66

  • 24e · All other expenses

    total $40 · management and general $40

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,692,115 · end of year $1,858,624

  • 10a · Land, buildings and equipment: cost or other basis

    $26,096

  • 10b · Land, buildings and equipment: accumulated depreciation

    $20,369

  • 10c · Land, buildings and equipment, net

    beginning of year $10,036 · end of year $5,727

  • 12 · Investments: other securities

    beginning of year $1,362,519 · end of year $1,401,205

  • 27 · Net assets without donor restrictions

    beginning of year $4,064,670 · end of year $3,265,556

Mission and programs · 2023

Mission

EVERY TIME A WINDERMERE SALES ASSOCIATE SELLS A HOME, A PORTION OF THE COMMISSION GOES TO THE WINDERMERE FOUNDATION, WHICH WAS ESTABLISHED IN 1989. CONTRIBUTIONS FROM WINDERMERE AGENTS, COMBINED WITH CONTRIBUTIONS FROM WINDERMERE EMPLOYEES AND THE PUBLIC HAVE ALLOWED THE WINDERMERE FOUNDATION TO DISTRIBUTE OVER $2 MILLION DOLLARS ANNUALLY IN RECENT YEARS TO NON-PROFIT AGENCIES DEDICATED TO HELPING HOMELESS AND LOW-INCOME FAMILES.

Activities or mission (Part I)

THE WINDERMERE FOUNDATION SUPPORTS LOW-INCOME & HOMELESS FAMILIES WITH FINANCIAL ASSISTANCE FOR CHILDREN'S PROGRAMS, EMERGENCY OR SHORT-TERM SHELTER OR ASSISTANCE, SCHOOL ASSISTANCE, AND SCHOLARSHIPS.

  • EMERGENCY FAMILY ASSISTANCE:FINANCIAL SUPPORT FOR LOW INCOME FAMILIES IN EMERGENCY SITUATIONS (I.E. MEDICAL AND UTILITIES). NON-PROFIT AGENCIES RECEIVING WINDERMERE FOUNDATION DOLLARS HAVE FURNISHED EMERGENCY AND TRANSITIONAL HOUSING, HAVE SUBSIDIZED COSTS FOR SERVICES SUCH AS HEALTH CARE, EMPLOYMENT COUNSELING, PLACEMENT AND TRAINING, DAY CARE, SCHOLARSHIPS AND MUCH MORE.

    Expenses $916,460 · Grants $916,460

  • YOUTH/CHILD PROGRAMS:SERVICES ARE PROVIDED TO CHILDREN AND YOUTH FROM LOW INCOME AND HOMELESS FAMILIES. THE WINDEREMERE KIDS AT THE Y PROGRAM HAS BEEN DESIGNATED MORE THAN $250,000 TO PROVIDE HUNDREDS OF UNDERPRIVILEGED YOUTH AFTER SCHOOL ENRICHMENT PROGRAMS AND QUALITY CHILD CARE AT ALREADY SELECTED YMCA SITES ACROSS THE WEST.

    Expenses $895,827 · Grants $895,827

  • FOOD SUPPORT:FOOD SUPPORT IS PROVIDED TO THOSE IN NEED OF ASSISTANCE.

    Expenses $433,763 · Grants $433,763

  • Expenses $810,238 · Grants $810,238

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jill Wood

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Mark Oster

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Christine Wood

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    32

  • Brooks Burton

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Vanessa Wheeler

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • WINDERMERE REAL ESTATE SERVICES COMPANY

    S · REAL ESTATE · WA

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349309636

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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