Winter Memorial Trust

WELLSBORO, PA EIN: 23-6718170

Winter Memorial Trust is a private foundation, based in WELLSBORO, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $641K in total assets. In 2024, it awarded 9 grants totaling $37K. Net investment income was $63K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$641K

+3.6% YoY

Annual Giving

$37K

+0.8% YoY

Grant Count

+12.5% YoY

Avg Grant Size

$4K

-10.4% YoY

Under IRS private-foundation payout rules, Winter Memorial Trust reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About Winter Memorial Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $146K (77%)

New York $44K (23%)

States

New York Pennsylvania

Cities

ElmiraTowandaWellsboro

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$641,293	$618,881	$637,106
Revenue	$70,297	$28,590	$15,288
Expenses	$47,885	$46,815	$55,832
Qualifying Distributions	$40,795	$40,256	$47,075
Net Investment Income	$63,207	$22,031	$11,347
Distributable Amount	$39,152	$36,517	$38,074

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

42 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Great Falls Council Boy Scouts of America ($8,837), Robert Packer Hospital ($5,892), First Presbyterian Church ($5,892).

Recipient	Purpose	Amount
TOWANDA CEMETERY TOWANDA, PA	CEMETERY MAINTENANCE	$750
GREAT FALLS COUNCIL BOY SCOUTS OF AMERICA ELMIRA, NY	UNRESTRICTEDGENERAL USE	$8,837
ROBERT PACKER HOSPITAL TOWANDA, PA	UNRESTRICTEDGENERAL USE	$5,892
TOWANDA PUBLIC LIBRARY TOWANDA, PA	UNRESTRICTEDGENERAL USE	$4,419
MASONIC HALL ASSOCIATION TOWANDA, PA	UNRESTRICTEDGENERAL USE	$4,419
UNITED WAY OF BRADFORD CO TOWANDA, PA	UNRESTRICTEDGENERAL USE	$1,114
MATTHIAS LINDQUIST WELLSBORO, PA	SCHOLARSHIPSAWARDED BY SCHOOL	$500
FIRST PRESBYTERIAN CHURCH TOWANDA, PA	UNRESTRICTED GENERAL USE	$5,892
BRADFORD COUNTY HISTORICAL SOCIETY TOWANDA, PA	UNRESTRICTEDGENERAL USE	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Winter Memorial Trust?

As of 2024, Winter Memorial Trust holds $641K in total assets with $70K in annual revenue. It awarded 9 grants totaling $37K in 2024.

Where does Winter Memorial Trust operate?

Winter Memorial Trust has awarded grants in New York, Pennsylvania.

What size grants does Winter Memorial Trust award?

In 2024, Winter Memorial Trust awarded 9 grants totaling $37K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Winter Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Winter Memorial Trust reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.