Winterer 2020 Family Foundation

TOLEDO, OH EIN: 85-6675859

Winterer 2020 Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOLEDO, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 30 grants totaling $127K. Net investment income was $140K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.0M

+17.2% YoY

Annual Giving

$127K

+21.2% YoY

Grant Count

30

+7.1% YoY

Avg Grant Size

$4K

+13.1% YoY

Under IRS private-foundation payout rules, Winterer 2020 Family Foundation reported a distributable amount of $136K for 2024 — the minimum it must pay out in qualifying distributions.

About Winterer 2020 Family Foundation

Based on IRS filings

Winterer 2020 Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOLEDO, OH. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 30 grants totaling $127K. Net investment income was $140K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

ArlingtonBostonBozemanCambridgeChelseaChestnut HillGillLexingtonMissoulaNashvilleNew HavenNew YorkPortsmouthTacomaWest MissoulaWilliamstownWinchester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$109K$218K$327K$436K2021202220232024
Metric202420232022
Total Assets$2,955,824$2,521,054$2,072,936
Revenue$144,552$396,725$228,568
Expenses$144,420$122,952$140,400
Qualifying Distributions$131,998$108,943$124,025
Net Investment Income$139,804$392,782$224,543
Distributable Amount$136,484$109,230$112,043

Giving Over Time

Total grant dollars and number of grants per year

$0$32K$64K$95K$127K13 grants202123 grants202228 grants202330 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

WILLIAMS COLLEGE$13KPARTNERS IN HEALTH$11KEARTH JUSTICE$10KPINE STREET INN$8KMISSOULA ECONOMIC PARTNE…$8KCATHOLIC SCHOOLS FOUNDAT…$5KWRIGHT LOCKE FARM$5KPORTSMOUTH ABBEY SCHOOL$5KCATHOLIC CHARITIES$5KBOYS GIRLS CLUB OF BOSTON$5K

Grant Size Distribution

94 grants across all recorded years

94<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Williams College ($12,500), Partners in Health ($10,750), Earth Justice ($10,000).

RecipientPurposeAmount
CATHOLIC SCHOOLS FOUNDATION BOSTON, MATO SUPPORT SCHOOL EDUCATIONAL PROGRAMS$5,000
GARDEN CITY HARVEST MISSOULA, MTTO HELP SUPPORT THE ORGANIZATION'S OPERATIONS$3,000
EARTH JUSTICE NEW YORK, NYTO HELP SUPPORT THE ORGANIZATION'S OPERATIONS$10,000
PINE STREET INN BOSTON, MATO HELP SUPPORT THE ORGANIZATION'S OPERATIONS$8,250
WRIGHT LOCKE FARM WINCHESTER, MATO HELP SUPPORT THE ORGANIZATION'S OPERATIONS$5,000
OWEN GRADUATE SCHOOL OF MANAGEMENT NASHVILLE, TNTO SUPPORT SCHOOL EDUCATIONAL PROGRAMS$1,000
NORTHFIELD MOUNT HERMON GILL, MATO HELP SUPPORT THE ORGANIZATION'S OPERATIONS$1,000
CAPE DECISION LIGHTHOUSE SOCIETY TACOMA, WATO HELP SUPPORT THE ORGANIZATION'S OPERATIONS$1,000
PORTSMOUTH ABBEY SCHOOL PORTSMOUTH, RITO HELP SUPPORT THE ORGANIZATION'S OPERATIONS.$5,000
CATHOLIC CHARITIES NEW HAVEN, CTTO HELP SUPPORT THE ORGANIZATION'S OPERATIONS.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

KEYBANK NATIONAL ASS…Trustee$9K

From 2024 filing

NameTitleHoursCompensation
KEYBANK NATIONAL ASSOCIATIONTrustee1$9,496

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Winterer 2020 Family Foundation?

Winterer 2020 Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOLEDO, OH. It holds $3.0M in total assets as of 2024.

How large is Winterer 2020 Family Foundation?

As of 2024, Winterer 2020 Family Foundation holds $3.0M in total assets with $145K in annual revenue. It awarded 30 grants totaling $127K in 2024.

Where does Winterer 2020 Family Foundation operate?

Winterer 2020 Family Foundation has awarded grants in Connecticut, Massachusetts, Montana, New York, Rhode Island, Tennessee, Washington.

What size grants does Winterer 2020 Family Foundation award?

In 2024, Winterer 2020 Family Foundation awarded 30 grants totaling $127K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Winterer 2020 Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Winterer 2020 Family Foundation reported a distributable amount of $136K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Winterer 2020 Family Foundation's EIN?

Winterer 2020 Family Foundation's EIN (Employer Identification Number) is 85-6675859. IRS Form 990 filing data is available on this page for 2021–2024.

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Related Funders

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

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