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.
Winchester Mount Vernon House at a glance
In short: Winchester Mount Vernon House gave $118K across 9 grants in 2024 (avg $13K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $118,000
- +43.7% vs 2023
- Grants made (2024)
- 9
- +50.0% vs 2023
- Average grant
- $13,111
- -4.2% vs 2023
- Median grant
- $10,000
- Total assets
- $43,348,355
- +2.3% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Winchester Mount Vernon House funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Winchester Seniors Association ($27K). Together the top 9 received $118K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 36 grants of 37 (97%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
States
Cities
How Winchester Mount Vernon House gives
- Giving grew 80% from 2021 to 2024. 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 2020 to 2024, annual grant giving ranged from $66K (2021) to $118K (2024). In 2024 it made 9 grants totaling $118K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Winchester Seniors Association Winchester, MA | Helping Senior Citizens | $26,500 |
| En Ka Society 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 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 |
| Winchester Public Library Winchester, MA | Helping Senior Citizens | $3,000 |
| Winchester Hospital Woburn, MA | Helping Senior Citizens | $2,000 |
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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 |
|---|---|---|---|---|---|---|---|
| 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 |
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 2020; 1 of 21 officers listed in 2024 is compensated.
Officers on the 2024 filing
Jane E. Ward
Executive Director
On filings since 2020
40 hrs/week
$113K (2020) → $165K (2024)
Susan Powers
President
First Vice President → President, 2023
On filings since 2020
4 hrs/week
No compensation reported
Carl Boerner
Director
On filings since 2020
1 hr/week
No compensation reported
Christine A. Creelman
Director
On filings since 2020
1 hr/week
No compensation reported
Claire Constantine
Director
On filings since 2020
1 hr/week
No compensation reported
Constance Demakes
Director
On filings since 2020
1 hr/week
No compensation reported
David Stirling
Director
On filings since 2020
1 hr/week
No compensation reported
Edward Lamson
Investment Trustee
On filings since 2020
1 hr/week
No compensation reported
James Willing
Investment Trustee
On filings since 2020
1 hr/week
No compensation reported
Justin Magee
Director
On filings since 2020
1 hr/week
No compensation reported
Stephen Anderson
Director
On filings since 2020
1 hr/week
No compensation reported
Susan Keats
Director
On filings since 2020
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
Paul Donahue
Director
On filings since 2022
1 hr/week
No compensation reported
Eric Harstad
Director
New on the 2024 filing
1 hr/week
No compensation reported
Geoffrey A. Curtis
Secretary
On filings since 2020
1 hr/week
No compensation reported
Michael Manzo
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Michael Walsh
Assistant Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (4)
- Former: Peter Segerstrom (2020–2023) — Investment Trustee
- Former: Raymond Kenney Jr. (2020–2023) — President
- Former: Gordon Bennett Jr. (2020) — Director
- Former: Pamela Boerner (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $165K, 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 $118K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $82K across 6 grants.
What is Winchester Mount Vernon House's typical grant size?
Winchester Mount Vernon House's median grant in 2024 was $10,000, and its average grant was $13,111, across 9 grants on its 2024 IRS Form 990-PF.
Where does Winchester Mount Vernon House give grants?
Winchester Mount Vernon House gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Winchester, MA (7 grants).
Does Winchester Mount Vernon House give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Winchester Mount Vernon House's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Helping Senior Citizens" (8 grants).
Who are Winchester Mount Vernon House's largest grantees?
Winchester Mount Vernon House's largest 2024 grantees include Winchester Seniors Association ($26,500), En Ka Society ($26,500) and Winchester Seniors Association Trust ($20,000), according to its 2024 IRS Form 990-PF. Together they received 62% of its itemized 2024 grant dollars.
How large is Winchester Mount Vernon House?
Winchester Mount Vernon House reported $43.3M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $1.4M.
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- 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.
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Browse active grant opportunities in Winchester Mount Vernon House's focus areas in our free grants database
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