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 2020 through 2024. As of 2024, the organization holds $43.3M in total assets. In 2024, it awarded 9 grants totaling $118K. Net investment income was $1.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$43.3M
+2.3% YoY
Annual Giving
$118K
+43.7% YoY
Grant Count
9
+50.0% YoY
Avg Grant Size
$13K
-4.2% YoY
About Winchester Mount Vernon House
Based on IRS filings
Winchester Mount Vernon House is a private foundation focused on Health, based in WINCHESTER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $43.3M in total assets. In 2024, it awarded 9 grants totaling $118K. Net investment income was $1.0M.
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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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $43,348,355 | $42,372,414 | $39,147,293 |
| Revenue | $1,420,261 | $2,889,371 | $1,056,185 |
| Expenses | $1,720,392 | $1,636,284 | $1,633,637 |
| Qualifying Distributions | $1,405,211 | $1,321,684 | $1,319,863 |
| Net Investment Income | $1,027,881 | $2,608,347 | $672,044 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Winchester Seniors Association ($26,500), En Ka Society ($26,500), Winchester Seniors Association Trust ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WINCHESTER SENIORS ASSOCIATION WINCHESTER, MA | HELPING SENIOR CITIZENS | $26,500 |
| WINCHESTER SENIORS ASSOCIATION TRUST WINCHESTER, MA | HELPING SENIOR CITIZENS | $20,000 |
| WRIGHT-LOCKE FARM WINCHESTER, MA | HELPING SENIOR CITIZENS | $20,000 |
| WINCHESTER PUBLIC LIBRARY WINCHESTER, MA | HELPING SENIOR CITIZENS | $3,000 |
| EN KA SOCIETY WINCHESTER, MA | HELPING SENIOR CITIZENS | $26,500 |
| WINCHESTER HOSPITAL WOBURN, MA | HELPING SENIOR CITIZENS | $2,000 |
| WINCHESTER SENIORTAX FUND WINCHESTER, MA | HELPING SENIOR CITIZENS | $10,000 |
| WINCHESTER MEALS ON WHEEL WINCHESTER, MA | HELPING SENIOR CITIZENS | $5,000 |
| NEW ENGLAND DEACONESS CONCORD, MA | IN MEMORY OF BOARD MEMBER | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANE E WARD | EXECUTIVE DIRECTOR | 40 | $165,000 |
| SUSAN POWERS | PRESIDENT | 4 | — |
| MICHAEL MANZO | TREASURER | 1 | — |
| GEOFFREY A CURTIS | SECRETARY | 1 | — |
| EDWARD LAMSON | INVESTMENT TRUSTEE | 1 | — |
| JAMES WILLING | INVESTMENT TRUSTEE | 1 | — |
| MICHAEL WALSH | ASSISTANT TREASURER | 1 | — |
| JOHN CARROLL | INVESTMENT TRUSTEE | 1 | — |
| STEPHEN ANDERSON | DIRECTOR | 1 | — |
| CARL BOERNER | DIRECTOR | 1 | — |
| CLAIRE CONSTANTINE | DIRECTOR | 1 | — |
| CHRISTINE A CREELMAN | DIRECTOR | 1 | — |
| JUSTIN MAGEE | DIRECTOR | 1 | — |
| DAVID STIRLING | DIRECTOR | 1 | — |
| CONSTANCE DEMAKES | DIRECTOR | 1 | — |
| CAROLE PIERCE CONNOLLY | DIRECTOR | 1 | — |
| CRAIG GIBSON | DIRECTOR | 1 | — |
| NANCY GIBSON | DIRECTOR | 1 | — |
| ERIC HARSTAD | DIRECTOR | 1 | — |
| SUSAN KEATS | DIRECTOR (UNTIL 7/2024) | 1 | — |
| PAUL DONAHUE | DIRECTOR (UNTIL 10/2024) | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Winchester Mount Vernon House?
Winchester Mount Vernon House is a private foundation focused on Health, based in WINCHESTER, MA. It holds $43.3M in total assets as of 2024.
How large is Winchester Mount Vernon House?
As of 2024, Winchester Mount Vernon House holds $43.3M in total assets with $1.4M in annual revenue. It awarded 9 grants totaling $118K in 2024.
Where does Winchester Mount Vernon House operate?
Winchester Mount Vernon House has awarded grants in Massachusetts.
What size grants does Winchester Mount Vernon House award?
In 2024, Winchester Mount Vernon House awarded 9 grants totaling $118K — an average of about $13K per grant, based on its IRS Form 990 filings.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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