Wilson J Near Sr & Ruth J Near Mem Tr XXX2640
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 is a private foundation focused on religion, based in Pittsford, NY. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $5.7M in total assets. In 2026, it awarded 3 grants totaling $308K. Net investment income was $354K.
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 at a glance
In short: Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 gave $308K across 3 grants in 2026 (avg $103K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $307,676
- +4.4% vs 2025
- Grants made (2026)
- 3
- +0.0% vs 2025
- Average grant
- $102,559
- +4.4% vs 2025
- Median grant
- $76,919
- Total assets
- $5,650,825
- +0.3% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2026
The largest 2026 recipient was Westminster Presbyterian Church ($154K). Together the top 3 received $308K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 10 grants of 15 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 3 itemized grants.
States
Cities
How Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 gives
- Giving held roughly steady from 2023 to 2026 (−3%). Method
- In 2026 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $261K (2024) to $358K (2021). In 2026 it made 3 grants totaling $308K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Westminster Presbyterian Church Auburn, NY | Minister Compensation & | $153,838 |
| Faatz Crofut Home for the Elderly Auburn, NY | Unrestricted - General | $76,919 |
| Young Mens Christian Assoc & Womens Educ Auburn, NY | Unrestricted - General | $76,919 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $5,650,825 | $371,797 | $355,741 | $307,676 | 3 | $329,609 | $353,630 | $331,960 |
| 2025 | $5,634,770 | $610,771 | $337,849 | $294,820 | 3 | $316,510 | $594,236 | $307,676 |
| 2024 | $5,361,734 | $131,190 | $298,873 | $260,908 | 3 | $281,080 | $167,968 | $294,820 |
| 2023 | $5,529,202 | $129,568 | $357,597 | $316,685 | 3 | $339,424 | $131,074 | $294,144 |
| 2022 | $5,757,206 | $160,170 | $399,256 | $354,637 | 3 | $377,441 | $142,826 | $340,821 |
| 2021 | $5,996,073 | $390,889 | $397,981 | $357,872 | 3 | — | $315,663 | $314,341 |
Under IRS private-foundation payout rules, Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 reported a distributable amount of $332K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640's only listed officer is Canandaigua National Bank TR CO, Successor Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Canandaigua National Bank TR CO
Successor Trustee
On filings since 2021
1 hr/week
$34K (2021) → $35K (2026)
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $35K, to Canandaigua National Bank Tr CO (Successor Ttee).
Frequently asked questions about Wilson J Near Sr & Ruth J Near Mem Tr XXX2640
How much does Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 give each year?
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 gave $308K across 3 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $295K across 3 grants.
What is Wilson J Near Sr & Ruth J Near Mem Tr XXX2640's typical grant size?
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640's median grant in 2026 was $76,919, and its average grant was $102,559, across 3 grants on its 2026 IRS Form 990-PF.
Where does Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 give grants?
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Auburn, NY (3 grants).
Does Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 give general operating support?
Yes: 67% of Wilson J Near Sr & Ruth J Near Mem Tr XXX2640's 2026 grants with a stated purpose (2 of 3) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Wilson J Near Sr & Ruth J Near Mem Tr XXX2640?
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 reported $5.7M in total assets on its 2026 IRS Form 990-PF. It paid out $330K in qualifying distributions that year, against a required minimum of $332K (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.
What is Wilson J Near Sr & Ruth J Near Mem Tr XXX2640?
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640 is a private foundation focused on religion, based in Pittsford, NY. It holds $5.7M in total assets as of 2026.
What is Wilson J Near Sr & Ruth J Near Mem Tr XXX2640's EIN?
Wilson J Near Sr & Ruth J Near Mem Tr XXX2640's EIN (Employer Identification Number) is 30-6609372. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 29, 2026)
- IRS filings on file for fiscal years 2021–2025
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