Winchester Mount Vernon House
Winchester Mount Vernon House is a private foundation focused on Health, based in Winchester, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $46.1M in total assets. In 2025, it awarded 12 grants totaling $145K. Net investment income was $3.5M.
Winchester Mount Vernon House at a glance
In short: Winchester Mount Vernon House gave $145K across 12 grants in 2025 (avg $12K), mostly in Massachusetts. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $145,200
- +23.1% vs 2024
- Grants made (2025)
- 12
- +33.3% vs 2024
- Average grant
- $12,100
- -7.7% vs 2024
- Median grant
- $5,600
- Total assets
- $46,051,785
- +6.2% vs 2024
- New grantees (estimate)
- 17% first-time grantees (2 of 12, 2025; small sample)
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Winchester Mount Vernon House funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Winchester Seniors Association ($33K). Together the top 10 received $142K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 44 grants of 44 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
States
Cities
Is Winchester Mount Vernon House open to new grantees?
17%
first-time grantees, 2025
In 2025, 2 of 12 grantees (17%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $5K; repeat grants $14K. How we count
Medians: $5K first-time, $8K repeat.
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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
From 2019 to 2025, annual grant giving ranged from $66K (2021) to $145K (2025). In 2025 it made 12 grants totaling $145K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Winchester Seniors Association Winchester, MA | Helping Senior Citizens | $32,500 |
| En Ka Society Winchester, MA | Helping Senior Citizens | $30,000 |
| Wright-Locke Farm Winchester, MA | Helping Senior Citizens | $24,000 |
| Winchester Seniors Association Trust Winchester, MA | Helping Senior Citizens | $20,000 |
| Winchester Seniortax Fund Winchester, MA | Helping Senior Citizens | $10,000 |
| Winchester Hospital Woburn, MA | Helping Senior Citizens | $6,200 |
| Winchester Meals on Wheel Winchester, MA | Helping Senior Citizens | $5,000 |
| MSPCA Salem, MA | In Memory of Bob Willing | $5,000 |
| Winchester Hospital at Beth Israel Lahey Charlestown, MA | In Memory of Bob Willing | $5,000 |
| Winchester Council on Aging Winchester, MA | Caregiver Support Program | $4,250 |
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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 |
|---|---|---|---|---|---|---|---|
| 2025 | $46,051,785 | $3,913,497 | $2,030,505 | $145,200 | 12 | $1,567,735 | $3,495,205 |
| 2024 | $43,348,355 | $1,420,261 | $1,720,392 | $118,000 | 9 | $1,405,211 | $1,027,881 |
| 2023 | $42,372,414 | $2,889,371 | $1,636,284 | $82,100 | 6 | $1,321,684 | $2,608,347 |
| 2022 | $39,147,293 | $1,056,185 | $1,633,637 | $100,100 | 8 | $1,319,863 | $672,044 |
| 2021 | $41,916,572 | $1,434,187 | $1,593,932 | $65,630 | 9 | $1,284,214 | $977,954 |
| 2020 | $35,428,512 | $774,792 | $1,553,470 | $69,103 | 5 | — | $619,782 |
| 2019 | $34,576,428 | $1,568,857 | $1,517,530 | $73,700 | 5 | — | $990,814 |
Leadership & Key People
Officers and directors from IRS filings
Winchester Mount Vernon House is led by Jane E. Ward, Executive Director on every filing since 2019; 1 of 23 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jane E. Ward
Executive Director
On filings since 2019
40 hrs/week
$97K (2019) → $178K (2025)
Susan Powers
President
First Vice President → President, 2023
On filings since 2019
4 hrs/week
No compensation reported
Carl Boerner
Director
On filings since 2019
1 hr/week
No compensation reported
Christine A. Creelman
Director
On filings since 2019
1 hr/week
No compensation reported
Claire Constantine
Director
On filings since 2019
1 hr/week
No compensation reported
Constance Demakes
Director
On filings since 2019
1 hr/week
No compensation reported
David Stirling
Director
On filings since 2019
1 hr/week
No compensation reported
Edward Lamson
Investment Trustee
On filings since 2019
1 hr/week
No compensation reported
James Willing
Investment Trustee
On filings since 2019
1 hr/week
No compensation reported
Justin Magee
Director
On filings since 2019
1 hr/week
No compensation reported
Stephen Anderson
Director
On filings since 2019
1 hr/week
No compensation reported
Carole Pierce Connolly
Director
On filings since 2022
1 hr/week
No compensation reported
Craig Gibson
Director
On filings since 2022
1 hr/week
No compensation reported
John Carroll
Investment Trustee
Director → Director Investment Trustee, 2023
Director Investment Trustee → Investment Trustee, 2024
On filings since 2022
1 hr/week
No compensation reported
Nancy Gibson
Director
On filings since 2022
1 hr/week
No compensation reported
Eric Harstad
Director
On filings since 2024
1 hr/week
No compensation reported
Carolyn Vernaglia
Director
New on the 2025 filing
1 hr/week
No compensation reported
Dee Pedulla
Director
New on the 2025 filing
1 hr/week
No compensation reported
John Snow
Director
New on the 2025 filing
1 hr/week
No compensation reported
Louis Bertocci
Director
New on the 2025 filing
1 hr/week
No compensation reported
Geoffrey A. Curtis
Secretary
On filings since 2019
1 hr/week
No compensation reported
Michael Manzo
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Michael Walsh
Assistant Treasurer
On filings since 2019
1 hr/week
No compensation reported
Former officers (6)
- Former: Susan Keats (2019–2024) — Director
- Former: Paul Donahue (2022–2024) — Director
- Former: Peter Segerstrom (2019–2023) — Investment Trustee
- Former: Raymond Kenney Jr. (2019–2023) — President
- Former: Gordon Bennett Jr. (2019–2020) — Director
- Former: Pamela Boerner (2019–2020) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $178K, to Jane E Ward (Executive Director).
Frequently asked questions about Winchester Mount Vernon House
How much does Winchester Mount Vernon House give each year?
Winchester Mount Vernon House gave $145K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $118K across 9 grants.
What is Winchester Mount Vernon House's typical grant size?
Winchester Mount Vernon House's median grant in 2025 was $5,600, and its average grant was $12,100, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Winchester Mount Vernon House that year got $5K on average.
Where does Winchester Mount Vernon House give grants?
Winchester Mount Vernon House gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winchester, MA (9 grants).
Does Winchester Mount Vernon House give general operating support?
Not in 2025: none of the 12 grants with a stated purpose on Winchester Mount Vernon House's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Helping Senior Citizens" (9 grants).
Who are Winchester Mount Vernon House's largest grantees?
Winchester Mount Vernon House's largest 2025 grantees include Winchester Seniors Association ($32,500), En Ka Society ($30,000) and Wright-Locke Farm ($24,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Winchester Mount Vernon House?
Winchester Mount Vernon House reported $46.1M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $3.9M.
What is Winchester Mount Vernon House?
Winchester Mount Vernon House is a private foundation focused on Health, based in Winchester, MA. It holds $46.1M in total assets as of 2025.
What is Winchester Mount Vernon House's EIN?
Winchester Mount Vernon House's EIN (Employer Identification Number) is 04-2104317. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 21, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Winchester Mount Vernon House funds
Health Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Winchester Mount Vernon House's focus areas in our free grants database
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