Jessie C Wilson Memorial Trust Fund

WESTFIELD, NY EIN: 16-6253879

Jessie C Wilson Memorial Trust Fund is a private foundation, based in WESTFIELD, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $164K in total assets. In 2024, it awarded 13 grants totaling $11K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$164K

+11.8% YoY

Annual Giving

$11K

+169.4% YoY

Grant Count

+30.0% YoY

Avg Grant Size

$871.615

+107.2% YoY

Under IRS private-foundation payout rules, Jessie C Wilson Memorial Trust Fund reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Jessie C Wilson Memorial Trust Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $28K (95%)

Virginia $1K (5%)

States

New York Virginia

Cities

RichmondShermanWestfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$164,441	$147,112	$140,247
Revenue	$27,006	$8,973	$4,750
Expenses	$15,012	$6,974	$7,565
Qualifying Distributions	$11,331	$4,206	$5,000
Net Investment Income	$23,325	$1,060	—
Distributable Amount	$14,258	$10,553	$10,323

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

48 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Presbyterian Church ($5,519), Lighthouse Christian Church ($2,057), Centaur Stride ($500).

Recipient	Purpose	Amount
LIGHTHOUSE CHRISTIAN CHURCH WESTFIELD, NY	DONATION	$2,057
CENTAUR STRIDE SHERMAN, NY	DONATION	$500
CHRISTIAN CHILDRENS FUND RICHMOND, VA	DONATION	$355
WESTFIELD FOOD PANTRY WESTFIELD, NY	DONATION	$200
WESTFIELD MEMORIAL HOSPITAL WESTFIELD, NY	DONATION	$500
APPLESEED PRE-SCHOOL WESTFIELD, NY	DONATION	$500
FIRST BAPTIST CHURCH WESTFIELD, NY	DONATION	$200
LAKESHORE CENTER OF THE ARTS WESTFIELD, NY	DONATION	$200
WESTFIELD WELCH FIELD PROGRAM WESTFIELD, NY	DONATION	$500
WESTFIELD UNION CEMETARY WESTFIELD, NY	DONATION	$300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAVID HERR	CHAIRMAN	—	—
KATHY MONROE	TRUSTEE	—	—
DAVID WILSON	TREASURER	—	—
JODI WILSON	SECRETARY	—	—

Frequently Asked Questions

How large is Jessie C Wilson Memorial Trust Fund?

As of 2024, Jessie C Wilson Memorial Trust Fund holds $164K in total assets with $27K in annual revenue. It awarded 13 grants totaling $11K in 2024.

Where does Jessie C Wilson Memorial Trust Fund operate?

Jessie C Wilson Memorial Trust Fund has awarded grants in New York, Virginia.

What size grants does Jessie C Wilson Memorial Trust Fund award?

In 2024, Jessie C Wilson Memorial Trust Fund awarded 13 grants totaling $11K — an average of about $871.615 per grant, based on its IRS Form 990 filings.

How much is Jessie C Wilson Memorial Trust Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jessie C Wilson Memorial Trust Fund reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jessie C Wilson Memorial Trust Fund's EIN?

Jessie C Wilson Memorial Trust Fund's EIN (Employer Identification Number) is 16-6253879. IRS Form 990 filing data is available on this page for 2020–2024.