Wine & Spirit Education Trust America
Wine & Spirit Education Trust America is a private foundation focused on Education, based in West Hartford, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it made $763K in qualifying distributions.
Key facts about Wine & Spirit Education Trust America
- EIN
- 81-3635792
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $1,512,703
Data from IRS Form 990-PF, 2025; updated September 2026.
Next steps with Wine & Spirit Education Trust America
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.5M
+53.3% YoY
Revenue
$2.9M
+22.8% YoY
Qualifying Distributions
$763K
-12.4% YoY
Expenses
$2.5M
-5.2% YoY
Under IRS private-foundation payout rules, Wine & Spirit Education Trust America reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
About Wine & Spirit Education Trust America
Based on IRS filings
Wine & Spirit Education Trust America is a private foundation focused on Education, based in West Hartford, CT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it made $763K in qualifying distributions.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,512,703 | $986,915 | $1,039,736 |
| Revenue | $2,889,665 | $2,353,379 | $2,655,276 |
| Expenses | $2,501,083 | $2,638,617 | $2,755,520 |
| Qualifying Distributions | $762,680 | $870,312 | $576,980 |
| Net Investment Income | — | — | — |
| Distributable Amount | $24,628 | $25,051 | $25,323 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David Rudman | President & Vice President (Until 04/2 | 40 | $272,355 |
| Anne Leone | Treasurer and Secretary | 40 | $95,953 |
| Simon McMurtrie | Chairman | 1 | — |
| Daniel Alexander Jago | Director | 1 | — |
| Michelle Brampton | President & Vice Pres. (As of 03/25) | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wine & Spirit Education Trust America?
Wine & Spirit Education Trust America is a private foundation focused on Education, based in West Hartford, CT. It holds $1.5M in total assets as of 2025.
How large is Wine & Spirit Education Trust America?
As of 2025, Wine & Spirit Education Trust America holds $1.5M in total assets with $2.9M in annual revenue.
How much is Wine & Spirit Education Trust America required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Wine & Spirit Education Trust America reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wine & Spirit Education Trust America's EIN?
Wine & Spirit Education Trust America's EIN (Employer Identification Number) is 81-3635792. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.