WL and Sydney M Winstrom

Foundation · Grantmaker Omaha, NE EIN: 85-6770562

WL and Sydney M Winstrom is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Omaha, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 5 grants totaling $132K. Net investment income was $558K.

Key facts about WL and Sydney M Winstrom

EIN: 85-6770562
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $132,000
Grants made (2024): 5
Average grant: $26,400
Median grant: $20,000
Total assets: $3,680,988
Primary geography: Nebraska (76% of itemized 2024 grant dollars)

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

Who WL and Sydney M Winstrom funds

By grant dollars, the top recipient states for WL and Sydney M Winstrom's 5 itemized 2024 grants were Nebraska (76%) and Arizona (23%). None of its 5 grants with a stated purpose were described as general or operating support. Recurring purposes include "Annual Contribution" (5 grants).

How WL and Sydney M Winstrom gives

Giving grew 780% from 2021 to 2024. Method
In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with WL and Sydney M Winstrom

How to evaluate WL and Sydney M Winstrom as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
Draft an LOI to WL and Sydney M Winstrom with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

+36.4% YoY

Annual Giving

$132K

+74.8% YoY

Grant Count

+25.0% YoY

Avg Grant Size

$26K

+39.9% YoY

Under IRS private-foundation payout rules, WL and Sydney M Winstrom reported a distributable amount of $148K for 2024 — the minimum it must pay out in qualifying distributions.

About WL and Sydney M Winstrom

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Your AI grants department

Ready to take the next step with WL and Sydney M Winstrom?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $100K (76%)

Arizona $30K (23%)

Iowa $2K (2%)

Share of all 5 itemized 2024 grant dollars.

States

Arizona Iowa Nebraska

Cities

BellevueOmahaBrownvilleBeatriceGrinnellPhoenix

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,680,988	$2,698,464	$2,764,053
Revenue	$1,138,974	$29,028	$1,195,443
Expenses	$156,450	$94,617	$12,552
Qualifying Distributions	$132,000	$75,500	$2,500
Net Investment Income	$557,664	$50,628	$85,391
Distributable Amount	$147,634	$131,837	$75,196

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Fontenelle Forest Association ($65,000), Salvation Army ($30,000), Brownville Conert Series ($20,000).

Recipient	Purpose	Amount
FONTENELLE FOREST ASSOCIATION Bellevue, NE	ANNUAL CONTRIBUTION	$65,000
SALVATION ARMY Phoenix, AZ	ANNUAL CONTRIBUTION	$30,000
BROWNVILLE CONERT SERIES Brownville, NE	ANNUAL CONTRIBUTION	$20,000
TABLE GRACE MINISTRIES Omaha, NE	ANNUAL CONTRIBUTION	$15,000
GRINNELL COLLEGE Grinnell, IA	ANNUAL CONTRIBUTION	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Bridges Trust Company	Trustee	—	—
Sydney M Winstrom	Distributions Advirsory BD	—	—
David Blagg	Distributions Advirsory BD	0.1	—
David Roe	Distributions Advirsory BD	0.1	—
Robert H Berger	Distributions Advirsory BD	0.1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is WL and Sydney M Winstrom?

WL and Sydney M Winstrom is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Omaha, NE. It holds $3.7M in total assets as of 2024.

How large is WL and Sydney M Winstrom?

As of 2024, WL and Sydney M Winstrom holds $3.7M in total assets with $1.1M in annual revenue. It awarded 5 grants totaling $132K in 2024.

Where does WL and Sydney M Winstrom operate?

WL and Sydney M Winstrom has awarded grants in Arizona, Iowa, Nebraska.

What size grants does WL and Sydney M Winstrom award?

In 2024, WL and Sydney M Winstrom awarded 5 grants totaling $132K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is WL and Sydney M Winstrom required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, WL and Sydney M Winstrom reported a distributable amount of $148K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.