Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 is a private foundation focused on Religion Related, based in PITTSFORD, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 3 grants totaling $295K. Net investment income was $594K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.6M
+5.1% YoY
Annual Giving
$295K
+13.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$98K
+13.0% YoY
About Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640
Based on IRS filings
Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 is a private foundation focused on Religion Related, based in PITTSFORD, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.6M in total assets. In 2025, it awarded 3 grants totaling $295K. Net investment income was $594K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,634,770 | $5,361,734 | $5,529,202 |
| Revenue | $610,771 | $131,190 | $129,568 |
| Expenses | $337,849 | $298,873 | $357,597 |
| Qualifying Distributions | $316,510 | $281,080 | $339,424 |
| Net Investment Income | $594,236 | $167,968 | $131,074 |
| Distributable Amount | $307,676 | $294,820 | $294,144 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CANANDAIGUA NATIONAL BANK TR CO | SUCCESSOR TTEE | 1 | $33,734 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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