Joan V Winiarski & Teresa W Merrill
Joan V Winiarski & Teresa W Merrill is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT, RI. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 37 grants totaling $84K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-4.2% YoY
Annual Giving
$84K
+20.1% YoY
Grant Count
37
+12.1% YoY
Avg Grant Size
$2K
+7.1% YoY
Under IRS private-foundation payout rules, Joan V Winiarski & Teresa W Merrill reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.
About Joan V Winiarski & Teresa W Merrill
Based on IRS filings
Joan V Winiarski & Teresa W Merrill is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT, RI. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 37 grants totaling $84K. Net investment income was $33K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,246,257 | $1,300,402 | $1,225,544 |
| Revenue | $45,938 | $153,270 | $1,266,828 |
| Expenses | $99,931 | $78,412 | $43,374 |
| Qualifying Distributions | $84,225 | $70,120 | $43,100 |
| Net Investment Income | $33,177 | $44,498 | $12,624 |
| Distributable Amount | $68,590 | $65,466 | $29,729 |
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
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dr Martin Luther King Jr Community Center ($16,500), Haitian Health Foundation ($12,500), Wcsu Career Success Center ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY NEWPORT, RI | SUPPORT FOR VARIOUS PROGRAMS FOR YOUTH IN NEED. | $5,100 |
| DR MARTIN LUTHER KING JR COMMUNITY CENTER NEWPORT, RI | SUPPORT FOR COMMUNITY FOOD PROGRAM WHICH PROVIDES FOOD ASSISTANCE AND NUTRITIONAL EDUCATION. | $16,500 |
| HAITIAN HEALTH FOUNDATION NORWICH, CT | SUPPORT FOR THE WELLBEING OF CHILDREN, WOMEN, AND FAMILIES TO PROMOTE GOOD HEALTH | $12,500 |
| KIWANIS CLUB OF NEWPORT NEWPORT, RI | SUPPORT FOR PROGRAMS TO ADDRESS THE UNMET NEEDS OF YOUNG CHILDREN AND THE COMMUNITY | $200 |
| LIGHTBRIDGE HOSPICE COMMUNITY FOUNDATION SAN DIEGO, CA | SUPPORT FOR SERIOUSLY ILL PATIENTS AND THEIR FAMILIES. | $500 |
| NEWPORT COUNTY YMCA MIDDLETOWN, RI | SUPPORT FOR THE IMPROVEMENT OF QUALITY OF LIFE IN THE COMMUNITY. | $700 |
| NEWPORT HOSPITAL FOUNDATION NEWPORT, RI | SUPPORT FOR THE DEVELOPMENT OF THE HOSPITAL AND PATIENT CARE. | $8,500 |
| SISTERS OF THE HOLY FAMILY OF NAZARETH DES PLAINES, IL | SUPPORT FOR THE CHURCH | $1,300 |
| ST AUGUSTIN'S CHURCH NEWPORT, RI | SUPPORT FOR THE CHURCH. | $7,175 |
| ST BARNABAS CHURCH PORTSMOUTH, RI | SUPPORT FOR THE CHURCH. | $450 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GAIL L ALOFSIN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joan V Winiarski & Teresa W Merrill?
Joan V Winiarski & Teresa W Merrill is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEWPORT, RI. It holds $1.2M in total assets as of 2024.
How large is Joan V Winiarski & Teresa W Merrill?
As of 2024, Joan V Winiarski & Teresa W Merrill holds $1.2M in total assets with $46K in annual revenue. It awarded 37 grants totaling $84K in 2024.
Where does Joan V Winiarski & Teresa W Merrill operate?
Joan V Winiarski & Teresa W Merrill has awarded grants in California, Connecticut, Florida, Idaho, Illinois, Massachusetts, Maine, New York, Rhode Island, Vermont.
What size grants does Joan V Winiarski & Teresa W Merrill award?
In 2024, Joan V Winiarski & Teresa W Merrill awarded 37 grants totaling $84K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Joan V Winiarski & Teresa W Merrill required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joan V Winiarski & Teresa W Merrill reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joan V Winiarski & Teresa W Merrill's EIN?
Joan V Winiarski & Teresa W Merrill's EIN (Employer Identification Number) is 87-6657554. IRS Form 990 filing data is available on this page for 2022–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.