Jessie C Wilson Memorial Trust Fund
The Jessie C Wilson Memorial Trust Fund is a private foundation based in Westfield, New York. It made 11 grants totaling $14,052 in filing year 2025, with most grant dollars going to organizations in New York.
Jessie C Wilson Memorial Trust Fund at a glance
In short: Jessie C Wilson Memorial Trust Fund gave $14K across 11 grants in 2025 (avg $1K), mostly in New York. 36% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $14,052
- +24.0% vs 2024
- Grants made (2025)
- 11
- -15.4% vs 2024
- Average grant
- $1,277
- +46.6% vs 2024
- Median grant
- $375
- Total assets
- $153,855
- -6.4% vs 2024
- New grantees (estimate)
- 36% first-time grantees (4 of 11, 2025; small sample)
- Primary geography
- New York (97% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Jessie C Wilson Memorial Trust Fund
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Its filing describes a written request from a nonprofit organization stating the purpose of the funds. David Herr is listed as the contact for requests. The filing lists no restrictions on awards.
- Contact
Application contact: David Herr
Mailing address: Main St, Westfield, NY 14787
Phone: (716) 326-4697
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Jessie C Wilson Memorial Trust Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Westfield Memorial Hospital ($9K). Together the top 10 received $14K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 53 grants of 53 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 97% of grant dollars went to recipients in New York and 3% to recipients in Virginia. Listed New York recipients included organizations in Westfield and Sherman.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Jessie C Wilson Memorial Trust Fund open to new grantees?
36%
first-time grantees, 2025
In 2025, 4 of 11 grantees (36%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $675; repeat grants $2K. How we count
Medians: $500 first-time, $300 repeat.
- 64% of 2025 grantees were also funded in 2024. Method
- Giving grew 181% from 2022 to 2025. Method
- In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2020) to $14K (2025). In 2025 it made 11 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westfield Memorial Hospital Westfield, NY | Donation | $8,977 |
| Westfield Development Corp Westfield, NY | Donation | $1,500 |
| Centaur Stride Sherman, NY | Donation | $1,000 |
| Appleseed Preschool Westfield, NY | Donation | $500 |
| Westfiled Welch Field Program Westfield, NY | Donation | $500 |
| Christian Children's Fund Richmond, VA | Donation | $375 |
| Westfield Union Cemetary Westfield, NY | Donation | $300 |
| Westfield Cemetary Association Westfield, NY | Donation | $300 |
| Westfield Food Pantry Westfield, NY | Donation | $200 |
| Lakeshore Center of Arts Westfield, NY | Donation | $200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $153,855 | $13,872 | $18,826 | $14,052 | 11 | $14,052 | $6,118 | $17,025 |
| 2024 | $164,441 | $27,006 | $15,012 | $11,331 | 13 | $11,331 | $23,325 | $14,258 |
| 2023 | $147,112 | $8,973 | $6,974 | $4,206 | 10 | $4,206 | $1,060 | $10,553 |
| 2022 | $140,247 | $4,750 | $7,565 | $5,000 | 11 | $5,000 | — | $10,323 |
| 2021 | $138,745 | $9,201 | $9,427 | $6,345 | 8 | $6,345 | — | $7,026 |
| 2020 | $146,586 | $5,463 | $4,977 | $2,606 | 6 | — | — | $7,737 |
Under IRS private-foundation payout rules, Jessie C Wilson Memorial Trust Fund reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In filing year 2025, the foundation reported 11 grants totaling $14,052. Grant amounts ranged from $200 to $8,977, with a median of $375. The largest grants included $8,977 to Westfield Memorial Hospital, $1,500 to Westfield Development Corp, and $1,000 to Centaur Stride. Each was listed as a donation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David Herr as chairman, Kathy Monroe as trustee, David Wilson as treasurer, and Jodi Wilson as secretary.
Jessie C Wilson Memorial Trust Fund is led by David Herr, Chairman on every filing since 2023; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Herr
Chairman
On filings since 2023
No compensation reported
Kathy Monroe
Trustee
On filings since 2020
No compensation reported
David Jodi Wilson
Treasurer
Co Secretary & Treasurer → Treasurer, 2023
On filings since 2020
No compensation reported
Jodi Wilson
Secretary
On filings since 2023
No compensation reported
Former officers (1)
- Former: David Gross (2020–2022) — Chairman
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Jessie C Wilson Memorial Trust Fund
How much does Jessie C Wilson Memorial Trust Fund give each year?
Jessie C Wilson Memorial Trust Fund gave $14K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 13 grants.
What is Jessie C Wilson Memorial Trust Fund's typical grant size?
Jessie C Wilson Memorial Trust Fund's median grant in 2025 was $375, and its average grant was $1,277, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jessie C Wilson Memorial Trust Fund that year got $675 on average.
Where does Jessie C Wilson Memorial Trust Fund give grants?
Jessie C Wilson Memorial Trust Fund gives mostly in New York: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Westfield, NY (9 grants).
Does Jessie C Wilson Memorial Trust Fund give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on Jessie C Wilson Memorial Trust Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (11 grants).
Who are Jessie C Wilson Memorial Trust Fund's largest grantees?
Jessie C Wilson Memorial Trust Fund's largest 2025 grantees include Westfield Memorial Hospital ($8,977), Westfield Development Corp ($1,500) and Centaur Stride ($1,000), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.
How large is Jessie C Wilson Memorial Trust Fund?
Jessie C Wilson Memorial Trust Fund reported $154K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
How do I apply for a grant from Jessie C Wilson Memorial Trust Fund?
The foundation states that it does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Jessie C Wilson Memorial Trust Fund accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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