Jessie C Wilson Memorial Trust Fund

Private foundation · Grantmaker Westfield, NY EIN: 16-6253879

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

Westfield Memorial Hospital: $9KWestfield Memorial Hospital$9KWestfield Development Corp: $2KWestfield Development Corp$2KCentaur Stride: $1KCentaur Stride$1KAppleseed Preschool: $500Appleseed Preschool$500Westfiled Welch Field Program: $500Westfiled Welch Field Program$500Christian Children's Fund: $375Christian Children's Fund$375Westfield Union Cemetary: $300Westfield Union Cemetary$300Westfield Cemetary Association: $300Westfield Cemetary Association$300Westfield Food Pantry: $200Westfield Food Pantry$200Lakeshore Center of Arts: $200Lakeshore Center of Arts$200

The largest 2025 recipient was Westfield Memorial Hospital ($9K). Together the top 10 received $14K.

Grant Size Distribution

53 grants across all recorded years

53<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

2states

Share of 2025 grant dollars across all 11 itemized grants.

Cities

WestfieldRichmondSherman

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

$0$5K$10K$15K6 grants2020 8 grants2021 11 grants2022 10 grants2023 13 grants2024 11 grants2025

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

RecipientPurposeAmount
Westfield Memorial Hospital Westfield, NYDonation$8,977
Westfield Development Corp Westfield, NYDonation$1,500
Centaur Stride Sherman, NYDonation$1,000
Appleseed Preschool Westfield, NYDonation$500
Westfiled Welch Field Program Westfield, NYDonation$500
Christian Children's Fund Richmond, VADonation$375
Westfield Union Cemetary Westfield, NYDonation$300
Westfield Cemetary Association Westfield, NYDonation$300
Westfield Food Pantry Westfield, NYDonation$200
Lakeshore Center of Arts Westfield, NYDonation$200
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$153,855$13,872$18,826$14,05211$14,052$6,118$17,025
2024$164,441$27,006$15,012$11,33113$11,331$23,325$14,258
2023$147,112$8,973$6,974$4,20610$4,206$1,060$10,553
2022$140,247$4,750$7,565$5,00011$5,000—$10,323
2021$138,745$9,201$9,427$6,3458$6,345—$7,026
2020$146,586$5,463$4,977$2,6066——$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

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Jessie C Wilson Memorial Trust Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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