Winter Memorial Trust

Private foundation · Grantmaker 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.

Winter Memorial Trust at a glance

In short: Winter Memorial Trust gave $37K across 9 grants in 2024 (avg $4K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$36,823
+0.8% vs 2023
Grants made (2024)
9
+12.5% vs 2023
Average grant
$4,091
-10.4% vs 2023
Median grant
$4,419
Total assets
$641,293
+3.6% vs 2023
Primary geography
Pennsylvania (76% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

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

Who Winter Memorial Trust funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Great Falls Council Boy Scouts of America: $9KGreat Falls Council Boy Scoutsof America$9KRobert Packer Hospital: $6KRobert Packer Hospital$6KFirst Presbyterian Church: $6KFirst Presbyterian Church$6KBradford County Historical Society: $5KBradford County HistoricalSociety$5KTowanda Public Library: $4KTowanda Public Library$4KMasonic Hall Association: $4KMasonic Hall Association$4KUnited Way of Bradford CO: $1KUnited Way of Bradford CO$1KTowanda Cemetery: $750Towanda Cemetery$750

The largest 2024 recipient was Great Falls Council Boy Scouts of America ($9K). Together the top 8 received $36K.

Organizations only. It also paid 1 grant to individuals ($500), which are not listed by name.

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 42 grants of 42 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 9 itemized grants.

Cities

TowandaElmiraWellsboro

How Winter Memorial Trust gives

  • Giving held roughly steady from 2021 to 2024 (+1%). Method
  • In 2024 it paid out 104% of its IRS minimum distribution (the 5% rule). 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

$0$20K$40K$60K8 grants2020 8 grants2021 9 grants2022 8 grants2023 9 grants2024

From 2020 to 2024, annual grant giving ranged from $36K (2020) to $44K (2022). In 2024 it made 9 grants totaling $37K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Great Falls Council Boy Scouts of America Elmira, NYUnrestrictedgeneral Use$8,837
Robert Packer Hospital Towanda, PAUnrestrictedgeneral Use$5,892
First Presbyterian Church Towanda, PAUnrestricted General Use$5,892
Bradford County Historical Society Towanda, PAUnrestrictedgeneral Use$5,000
Towanda Public Library Towanda, PAUnrestrictedgeneral Use$4,419
Masonic Hall Association Towanda, PAUnrestrictedgeneral Use$4,419
United Way of Bradford CO Towanda, PAUnrestrictedgeneral Use$1,114
Towanda Cemetery Towanda, PACemetery Maintenance$750
1 grant to individuals Recipients not named —$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$641,293$70,297$47,885$36,8239$40,795$63,207$39,152
2023$618,881$28,590$46,815$36,5148$40,256$22,031$36,517
2022$637,106$15,288$55,832$44,1259$47,075$11,347$38,074
2021$677,650$85,961$49,213$36,5568$39,786$75,940$41,428
2020$640,902$27,165$47,814$36,2108—$19,895$36,277

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.

Leadership & Key People

Officers and directors from IRS filings

Winter Memorial Trust's only listed officer is Citizens & Northern Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2024 filing

  • Citizens & Northern Bank

    Trustee

    On filings since 2020

    5 hrs/week

    $9K (2020) → $10K (2024)

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

Citizens & Northern Bank — Trustee: $10KCitizens & Northern BankTrustee$10K

The highest reported compensation on the 2024 filing was $10K, to Citizens & Northern Bank (Trustee).

Frequently asked questions about Winter Memorial Trust

How much does Winter Memorial Trust give each year?

Winter Memorial Trust gave $37K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $37K across 8 grants.

What is Winter Memorial Trust's typical grant size?

Winter Memorial Trust's median grant in 2024 was $4,419, and its average grant was $4,091, across 9 grants on its 2024 IRS Form 990-PF.

Where does Winter Memorial Trust give grants?

Winter Memorial Trust gives mostly in Pennsylvania: 76% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (24%). The most frequent recipient cities were Towanda, PA (7 grants).

Does Winter Memorial Trust give general operating support?

Yes: 11% of Winter Memorial Trust's 2024 grants with a stated purpose (1 of 9) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Unrestrictedgeneral Use" (6 grants).

Who are Winter Memorial Trust's largest grantees?

Winter Memorial Trust's largest 2024 grantees include Great Falls Council Boy Scouts of America ($8,837), Robert Packer Hospital ($5,892) and First Presbyterian Church ($5,892), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($500), which are not listed by name. Together they received 56% of its itemized 2024 grant dollars.

How large is Winter Memorial Trust?

Winter Memorial Trust reported $641K in total assets on its 2024 IRS Form 990-PF. It paid out $41K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets).

What is Winter Memorial Trust's EIN?

Winter Memorial Trust's EIN (Employer Identification Number) is 23-6718170. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
  3. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Winter Memorial Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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