Winchester Mount Vernon House
Winchester Mount Vernon House is a private foundation, 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, 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.
Ready to take the next step with Winchester Mount Vernon House?
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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