Winding Rose Foundation
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
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 23 grants of 31 (74%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Silicon Valley Community Foundation Mountain View, CA | Organizational Support | $50,000 |
| Brooklyn Org Brooklyn, NY | Organizational Support | $40,000 |
| Fidelity Charitable Cincinnati, OH | Organizational Support | $40,000 |
| North Star Fund New York, NY | Organizational Support | $30,000 |
| Ya-Ya Network New York, NY | Organizational Support | $25,000 |
| New York Community Trust New York, NY | Organizational Support | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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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