philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Warren County Educational Endowment INC FY2020 filing

Tax-deductible

Front Royal, VA501(c)(3)Foundations & GrantmakersEIN 54-1717971Revenue $132K in FY2020

On file with the IRSPo Box 1314, 22630-0027 · Front Royal, VATax-exempt since May 1995Publicly supported charity — 170(b)(1)(A)(vi)

Tell your story. Claim this org

Endowment fund for the betterment of education for Warren County public schools

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $77K a year · 43% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
52 mo
of spending, in cash
Looks good: 52.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $16K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$212
0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$132K
Spent
$19K
To programs
0%
Net assets
$1.5M
By yearFY2020–FY2025
Revenue
$132K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$132K
FY2021$210K
FY2022$103K
FY2023$77K
FY2024$225K
FY2025$318K
Expenses
$19K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$19K
FY2021$81K
FY2022$96K
FY2023$84K
FY2024$104K
FY2025$219K
Net assets
$1.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.7M
FY2022$1.6M
FY2023$1.5M
FY2024$1.7M
FY2025$1.8M

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $19K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to fix it

Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
John Marlow
Director
$0Pt VII · Sec A
Mark Jordon
Director
$0Pt VII · Sec A
Sue Anne Fox
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Nancy Lee
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Warren County Educational Endowment INC executive salaries →

On this list? Claim this org

Something off? Claim to fix it

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds education improvements for Warren County Public Schools.

Questions for Warren County Educational Endowment INC

Tap to ask. Warren County Educational Endowment INC sees how many people are interested.

Your first name shows with your question. Warren County Educational Endowment INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · in their own filed words · FY2020
01

Grants for the betterment of education for warren county public schools

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
O Emert Nicholson Charitable TrustFY2024$15K
Windcrest Foundation INCFY2024$1K
Total grants receivedfrom 2 funders$16K
Grants paid · 31 grants · $359K · 2022–2025
The Community Foundation of the NorFY2025$100,000
Warren County School BoardFY2025$16,095
Skyline High SchoolFY2025$15,275
E Wilson Morrison Elementary SchoolFY2025$13,770
Warren County High SchoolFY2025$11,832
Reaching Out Now INCVA · FY2025$1,000
Warren County School BoardFY2024$22,478
Blue Ridge Career and Technical CenFY2024$22,090
Skyline High SchoolFY2024$9,040
Warren County High SchoolFY2024$5,603
Ressie Jeffries Elementary SchoolFY2024$4,680
E Wilson Morrison Elementary SchoolFY2024$4,000
A S Rhodes Elementary SchoolFY2024$2,000
Warren County Middle SchoolFY2024$770
Warren County School BoardFY2023$15,000
E Wilson Morrison Elementary SchoolFY2023$13,859
Warren County High SchoolFY2023$7,500
Individual RecipientFY2023$5,800
See all 31 grants →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$132K
Ln 12
Investment incomeLn 3$67K
Gifts and grantsLn 1h$65K
Money outPt IX
$19K
Ln 25
Managementcol C$19K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$82K
Total assetsLn 16$1.5M
LiabilitiesLn 26$212
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$65K
Investment incomeLn 3$67K
Gains on assetsLn 7$13K
Total revenueLn 12$132K
Assets in detailPt X, end of year
CashLn 1$69K
SavingsLn 2$12K
Cash and savings togetherLn 1–2$82K
InvestmentsLn 11–13$1.4M
Total assetsLn 16$1.5M
LiabilitiesLn 26$212
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$25K$82K
InvestmentsLn 11–13$1.2M$1.4M
Total assetsLn 16$1.2M$1.5M
LiabilitiesLn 26$0$212
Net assetsLn 32$1.2M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$3K$3K
Office expensesLn 13$3K$3K
InsuranceLn 23$821$821
Other expenses (24a–d)Ln 24$10$10
All other expensesLn 24e$93$93
Total functional expensesLn 25$19K$0$19K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $318K$219K$99K$1.8M 990 PDF
FY2024 $225K$104K$122K$1.7M 990 PDF
FY2023 $77K$84K−$7K$1.5M 990 PDF
FY2022 $103K$96K$7K$1.6M 990 PDF
FY2021 $210K$81K$130K$1.7M 990 PDF
FY2020 Viewing $132K$19K$113K$1.5M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $131,637 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $40,124$64,677
I-9 Program service revenue$0
I-10 Investment incomePrior year $78,166$66,960
I-11 Other revenuePrior year −$214$0
I-12 Total revenuePrior year $118,076$131,637
I-13 Grants and similar amounts paidPrior year $44,512$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,845$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $17,234$18,756
I-18 Total expensesPrior year $65,591$18,756
I-19 Revenue less expensesPrior year $52,485$112,881
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $131,637 across 5 lines filed
VIII-1f All other contributions, gifts and grants$64,677
VIII-1h Total contributions, gifts and grants$64,677
VIII-3 Investment incomeExcluded from tax $53,619$53,619
VIII-7 Net gain or loss on sales of assetsExcluded from tax $13,341$13,341
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $66,960$131,637
Part IX · Statement of functional expenses $18,756 across 7 lines filed
IX-11c Accounting feesManagement $1,775$1,775
IX-11f Investment management feesManagement $10,090$10,090
IX-11g Other fees for servicesManagement $2,993$2,993
IX-13 Office expensesManagement $2,974$2,974
IX-23 InsuranceManagement $821$821
IX-24 Other expenses (24a–d)Management $10$10
IX-24e All other expensesManagement $93$93
IX-25 Total functional expensesPrograms $0 · Management $18,756 · Fundraising $0$18,756
Part X · Balance sheet $1,506,550 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $12,427$69,295
X-2 Savings and temporary cash investmentsStart of year $12,225$12,229
X-11 Publicly traded securitiesStart of year $1,220,181$1,425,026
X-16 Total assetsStart of year $1,244,833$1,506,550
X-17 Accounts payable and accrued expenses$212
X-26 Total liabilitiesStart of year $0$212
X-27 Net assets without donor restrictionsStart of year $1,244,833$1,506,338
X-32 Total net assets or fund balancesStart of year $1,244,833$1,506,338
X-33 Total liabilities and net assetsStart of year $1,244,833$1,506,550
Part XI · Reconciliation of net assets $1,506,338 net assets at year end
XI-1 Total revenue$131,637
XI-2 Total expenses$18,756
XI-3 Revenue less expenses$112,881
XI-4 Net assets at start of year$1,244,833
XI-5 Net unrealized gains (losses) on investments$148,624
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,506,338

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.