Winding Rose Foundation

Private foundation · Grantmaker New York, NY EIN: 46-5048570

Winding Rose Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 6 grants totaling $205K. Net investment income was $215K.

Key facts about Winding Rose Foundation

In short: Winding Rose Foundation gave $205K across 6 grants in 2024 (avg $34K), mostly in New York. Source: 2024 IRS Form 990-PF.

EIN
46-5048570
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$205,000
Grants made (2024)
6
Average grant
$34,167
Median grant
$35,000
Total assets
$3,530,315
Primary geography
New York (56% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.5M

+0.3% YoY

Annual Giving

$205K

+17.1% YoY

Grant Count

6

+20.0% YoY

Avg Grant Size

$34K

-2.4% YoY

Under IRS private-foundation payout rules, Winding Rose Foundation reported a distributable amount of $202K for 2024 — the minimum it must pay out in qualifying distributions.

How Winding Rose Foundation gives

  • Giving fell 39% from 2021 to 2024. Method
  • In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 6 itemized grants.

Cities

New YorkBrooklynMountain ViewCincinnati

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K6 grants2020 8 grants2021 6 grants2022 5 grants2023 6 grants2024

From 2020 to 2024, annual grant giving ranged from $175K (2023) to $335K (2021). In 2024 it made 6 grants totaling $205K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Silicon Valley Community Foundation: $50KSilicon Valley CommunityFoundation$50KBrooklyn Org: $40KBrooklyn Org$40KFidelity Charitable: $40KFidelity Charitable$40KNorth Star Fund: $30KNorth Star Fund$30KYa-Ya Network: $25KYa-Ya Network$25KNew York Community Trust: $20KNew York Community Trust$20K

The largest 2024 recipient was Silicon Valley Community Foundation ($50K). Together the top 6 received $205K.

Grant Size Distribution

31 grants across all recorded years

23<$50K8$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 23 grants of 31 (74%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Silicon Valley Community Foundation Mountain View, CAOrganizational Support$50,000
Brooklyn Org Brooklyn, NYOrganizational Support$40,000
Fidelity Charitable Cincinnati, OHOrganizational Support$40,000
North Star Fund New York, NYOrganizational Support$30,000
Ya-Ya Network New York, NYOrganizational Support$25,000
New York Community Trust New York, NYOrganizational Support$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$3,530,315$3,521,201$3,609,234
Revenue$270,097$135,802$275,607
Expenses$260,661$223,484$293,485
Qualifying Distributions$205,115$175,125$236,613
Net Investment Income$214,633$87,443$223,735
Distributable Amount$201,645$189,316$191,731

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Winding Rose Foundation's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Amy Wagner

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Marissa Geoffroy

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Valerie Ramos

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Shalena Broadnax

    Trustee

    On filings since 2023

    1 hr/week

    No compensation reported

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.

Frequently asked questions about Winding Rose Foundation

How much does Winding Rose Foundation give each year?

Winding Rose Foundation gave $205K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $175K across 5 grants.

What is Winding Rose Foundation's typical grant size?

Winding Rose Foundation's median grant in 2024 was $35,000, and its average grant was $34,167, across 6 grants on its 2024 IRS Form 990-PF.

Where does Winding Rose Foundation give grants?

Winding Rose Foundation gives mostly in New York: 56% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were California (24%) and Ohio (20%). The most frequent recipient cities were New York, NY (3 grants).

Does Winding Rose Foundation give general operating support?

Not in 2024: none of the 6 grants with a stated purpose on Winding Rose Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Organizational Support" (6 grants).

Who are Winding Rose Foundation's largest grantees?

Winding Rose Foundation's largest 2024 grantees include Silicon Valley Community Foundation ($50,000), Brooklyn Org ($40,000) and Fidelity Charitable ($40,000), according to its 2024 IRS Form 990-PF. Together they received 63% of its itemized 2024 grant dollars.

How large is Winding Rose Foundation?

Winding Rose Foundation reported $3.5M in total assets on its 2024 IRS Form 990-PF. It paid out $205K in qualifying distributions that year, against a required minimum of $202K (roughly 5% of its investment assets).

What is Winding Rose Foundation's EIN?

Winding Rose Foundation's EIN (Employer Identification Number) is 46-5048570. 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.

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