Winchester Foundation

Winchester, IN
Tax-exempt since Dec. 1946
EIN: 23-7422941

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$256k (2024)

Expenses

$252k (2024)

Total Assets

$4.86M (2024)

Total Liabilities

$67.2k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$255,533

Expenses

$251,900

Net Income

$3,633

Net Assets

$4,788,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,068	0.8%
Interest Revenue	$0
Dividends	$120,703	47.2%
Sales of Assets	$132,762	52.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,468	66.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,855,540
Total Liabilities	$67,199
Net Assets	$4,788,341

Compensation

Key Employees and Officers	Compensation	Other
Chris Talley (Chairman)	$0	$0
Cathy Stephen Miller (Treasurer)	$0	$0
Luke Rowles (Secretary)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Mike Wickersham (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0
Meeks Cockerill (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

-$44,246

Expenses

$258,310

Net Income

-$302,556

Net Assets

$4,784,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$135,219
Sales of Assets	-$179,465
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,158	67.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,853,658
Total Liabilities	$68,950
Net Assets	$4,784,708

Compensation

Key Employees and Officers	Compensation	Other
Chris Talley (Chairman)	$0	$0
Cathy Stephen Miller (Treasurer)	$0	$0
Luke Rowles (Secretary)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Mike Wickersham (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0
Meeks Cockerill (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$265,564

Expenses

$210,809

Net Income

$54,755

Net Assets

$5,087,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$126,169	47.5%
Sales of Assets	$139,395	52.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,683	60.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,114,322
Total Liabilities	$27,058
Net Assets	$5,087,264

Compensation

Key Employees and Officers	Compensation	Other
Chris Talley (Chairman)	$0	$0
Cathy Stephen Miller (Treasurer)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Mike Wickersham (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0
Meeks Cockerill (Trustee)	$0	$0
Luke Rowles (Trustee)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$1,274,528

Expenses

$319,004

Net Income

$955,524

Net Assets

$5,032,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$382	0.0%
Dividends	$104,821	8.2%
Sales of Assets	$1,169,325	91.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,875	64.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,105,367
Total Liabilities	$72,858
Net Assets	$5,032,509

Compensation

Key Employees and Officers	Compensation	Other
Chris Talley (Chairman)	$0	$0
Cathy Stephen Miller (Treasurer)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Mike Wickersham (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$263,506

Expenses

$384,926

Net Income

-$121,420

Net Assets

$4,076,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	1.9%
Interest Revenue	$1,777	0.7%
Dividends	$79,667	30.2%
Sales of Assets	$177,062	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$231,401	60.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,195,521
Total Liabilities	$118,536
Net Assets	$4,076,985

Compensation

Key Employees and Officers	Compensation	Other
Chris Talley (Chairman)	$0	$0
Cathy Stephen Miller (Treasurer)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Meeks Cockerill (Trustee)	$0	$0
Helen Garlotte (Trustee)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Mike Wickersham (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0

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990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$320,708

Expenses

$384,503

Net Income

-$63,795

Net Assets

$4,198,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,500	3.0%
Interest Revenue	$2,870	0.9%
Dividends	$92,480	28.8%
Sales of Assets	$215,858	67.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$349,316	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,263,405
Total Liabilities	$65,000
Net Assets	$4,198,405

Compensation

Key Employees and Officers	Compensation	Other
Chris L Talley (Chairman)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Ruth Connolly (Trustee)	$0	$0
Helen Garlotte (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0
Meeks Cockerill (Trustee)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Cathy Stephen (Trustee)	$0	$0
Michael Wickersham (Trustee)	$0	$0

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990-PF

Filed on May 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$447,799

Expenses

$276,323

Net Income

$171,476

Net Assets

$4,262,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	33.5%
Interest Revenue	$1,921	0.4%
Dividends	$82,060	18.3%
Sales of Assets	$213,818	47.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,872	87.9%
Compensation of Officers*	$31,173	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,263,695
Total Liabilities	$1,495
Net Assets	$4,262,200

Compensation

Key Employees and Officers	Compensation	Other
Old National Trust (Trustee)	$31,173	$0
Chris L Talley (Chairman)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Ruth Connolly (Trustee)	$0	$0
Helen Garlotte (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0
Meeks Cockerill (Trustee)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Cathy Stephen (Trustee)	$0	$0
Michael Wickersham (Trustee)	$0	$0

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990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$410,867

Expenses

$296,650

Net Income

$114,217

Net Assets

$4,090,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$634	0.2%
Dividends	$83,959	20.4%
Sales of Assets	$326,274	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$266,119	89.7%
Compensation of Officers*	$29,656	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,090,724
Total Liabilities	$0
Net Assets	$4,090,724

Compensation

Key Employees and Officers	Compensation	Other
Old National Trust (Trustee)	$29,656	$0
Chris L Talley (Chairman)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Ruth Connolly (Trustee)	$0	$0
Helen Garlotte (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0
Meeks Cockerill (Trustee)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Cathy Stephen (Trustee)	$0	$0
Michael Wickersham (Trustee)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$258,856

Expenses

$272,159

Net Income

-$13,303

Net Assets

$3,976,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$265	0.1%
Dividends	$81,461	31.5%
Sales of Assets	$177,130	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,016	99.2%
Compensation of Officers*	$27,559	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,976,507
Total Liabilities	$0
Net Assets	$3,976,507

Compensation

Key Employees and Officers	Compensation	Other
Old National Trust (Trustee)	$27,559	$0
Chris L Talley (Chairman)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Ruth Connolly (Trustee)	$0	$0
Helen Garlotte (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0
Meeks Cockerill (Trustee)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Cathy Stephen (Trustee)	$0	$0

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990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$376,042

Expenses

$310,623

Net Income

$65,419

Net Assets

$3,989,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$92,488	24.6%
Sales of Assets	$283,541	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$253,073	81.5%
Compensation of Officers*	$28,377	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,014,810
Total Liabilities	$25,000
Net Assets	$3,989,810

Compensation

Key Employees and Officers	Compensation	Other
Old National Trust (Trustee)	$28,377	$0
Chris L Talley (Chairman)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Ruth Connolly (Trustee)	$0	$0
Helen Garlotte (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0
Meeks Cockerill (Trustee)	$0	$0
Kathryn Kennison (Trustee)	$0	$0
Cathy Stephen (Trustee)	$0	$0

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990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$462,656

Expenses

$286,648

Net Income

$176,008

Net Assets

$3,924,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$102,416	22.1%
Sales of Assets	$360,230	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,236	88.0%
Compensation of Officers*	$28,525	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,925,178
Total Liabilities	$787
Net Assets	$3,924,391

Compensation

Key Employees and Officers	Compensation	Other
Old National Trust (Trustee)	$28,525	$0
Chris L Talley (Chairman)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Ruth Connolly (Trustee)	$0	$0
Helen Garlotte (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0

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990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$427,434

Expenses

$268,530

Net Income

$158,904

Net Assets

$3,748,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$84,671	19.8%
Sales of Assets	$342,757	80.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,835	87.8%
Compensation of Officers*	$27,377	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,752,510
Total Liabilities	$4,127
Net Assets	$3,748,383

Compensation

Key Employees and Officers	Compensation	Other
Old National Trust (Trustee)	$27,377	$0
Chris L Talley (Chairman)	$0	$0
Terri E Matchett (Secretary)	$0	$0
Ruth Connolly (Trustee)	$0	$0
Helen Garlotte (Trustee)	$0	$0
Dane Starbuck (Trustee)	$0	$0

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990-PF

Filed on May 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$225,337

Expenses

$272,441

Net Income

-$47,104

Net Assets

$3,589,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$91,030	40.4%
Sales of Assets	$134,296	59.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,567	89.8%
Compensation of Officers*	$26,493	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,590,181
Total Liabilities	$702
Net Assets	$3,589,479

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$196,512

Expenses

$279,714

Net Income

-$83,202

Net Assets

$3,636,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300	0.2%
Interest Revenue	$84	0.0%
Dividends	$88,394	45.0%
Sales of Assets	$107,734	54.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,528	89.9%
Compensation of Officers*	$27,508	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,640,184
Total Liabilities	$3,601
Net Assets	$3,636,583

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Winchester Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $256k (2024)

Expenses $252k (2024)

Total Assets $4.86M (2024)

Total Liabilities $67.2k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$256k (2024)

Expenses

$252k (2024)

Total Assets

$4.86M (2024)

Total Liabilities

$67.2k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001