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
Under IRS private-foundation payout rules, Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 reported a distributable amount of $308K for 2025 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2025 grants, the largest include Westminster Presbyterian Church ($147,410), Faatz Crofut Home for the Elderly ($73,705), Young Mens Christian Assoc & Womens Educ ($73,705).
| Recipient | Purpose | Amount |
|---|---|---|
| Westminster Presbyterian Church Auburn, NY | MINISTER COMPENSATION & | $147,410 |
| Faatz Crofut Home for the Elderly Auburn, NY | UNRESTRICTED - GENERAL | $73,705 |
| Young Mens Christian Assoc & Womens Educ Auburn, NY | UNRESTRICTED - GENERAL | $73,705 |
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
Frequently Asked Questions
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 Related, based in PITTSFORD, NY. It holds $5.6M in total assets as of 2025.
How large is Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640?
As of 2025, Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 holds $5.6M in total assets with $611K in annual revenue. It awarded 3 grants totaling $295K in 2025.
Where does Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 operate?
Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 has awarded grants in New York.
What size grants does Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 award?
In 2025, Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 awarded 3 grants totaling $295K — an average of about $98K per grant, based on its IRS Form 990 filings.
How much is Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 reported a distributable amount of $308K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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