Winthrop Improvement & Historical Association

WINTHROP, MA EIN: 04-6054758

Winthrop Improvement & Historical Association is a private foundation, based in WINTHROP, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it made $47K in qualifying distributions. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

+4.0% YoY

Revenue

$59K

-4.0% YoY

Qualifying Distributions

$47K

-10.6% YoY

Expenses

$57K

+8.7% YoY

About Winthrop Improvement & Historical Association

Based on IRS filings

Winthrop Improvement & Historical Association is a private foundation, based in WINTHROP, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it made $47K in qualifying distributions. Net investment income was $32K.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$36K$53K$71K20202021202220232024
Metric202420232022
Total Assets$1,465,942$1,410,099$1,369,024
Revenue$59,330$61,823$44,455
Expenses$56,915$52,342$50,894
Qualifying Distributions$46,791$52,342$50,894
Net Investment Income$32,041$14,206$16,256
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$0.25$0.5$0.75$10 grants20200 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MICHAEL HERBERTPresident5
KATHLEEN VORSEVice Presidient5
CHRISTINE REILLYRecording Secretary5
DEBRA RIDEOUTTreasurer5
DAVID BARNASCurator5
ELLEN MACNEILDirector5
CAROLE BROWNDirector5
KATHRYN MORGANDirector5
LAWRENCE BAILEYDirector1
STEPHANIE HONANDirector1
SANDRA JONECK-SCHIFFPast-President1

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

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