Wl and Sydney M Winstrom

OMAHA, NE EIN: 81-0951202

Wl and Sydney M Winstrom is a private foundation, based in OMAHA, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 4 grants totaling $223K. Net investment income was $125K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.0M

-3.6% YoY

Annual Giving

$223K

-9.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$56K

-9.0% YoY

Under IRS private-foundation payout rules, Wl and Sydney M Winstrom reported a distributable amount of $258K for 2024 — the minimum it must pay out in qualifying distributions.

About Wl and Sydney M Winstrom

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Nebraska $1.0M (99%)

Iowa $8K (1%)

States

Iowa Nebraska

Cities

BeatriceBellevueBrownvilleGrinnellOmaha

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,034,648	$3,148,656	$3,233,833
Revenue	$143,081	$186,278	$154,633
Expenses	$257,089	$271,455	$275,220
Qualifying Distributions	$223,000	$245,000	$247,500
Net Investment Income	$124,625	$171,095	$126,913
Distributable Amount	$257,859	$221,074	$226,447

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

21 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Methodist Hospital Foundation ($100,000), Morningstar Lutheran Church ($100,000), Nebraska Peo Home ($15,000).

Recipient	Purpose	Amount
METHODIST HOSPITAL FOUNDATION OMAHA, NE	ANNUAL APPEAL	$100,000
MORNINGSTAR LUTHERAN CHURCH OMAHA, NE	ANNUAL APPEAL	$100,000
NEBRASKA PEO HOME BEATRICE, NE	ANNUAL APPEAL	$15,000
GRINNELL COLLEGE GRINNELL, IA	ANNUAL APPEAL	$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BRIDGES TRUST COMPANY	TRUSTEE	—	—
SYDNEY M WINSTROM	DISTRIBUTIONS ADVISORY BD	—	—
DAVID BLAGG	DISTRIBUTIONS ADVISORY BD	0.1	—
DAVID ROE	DISTRIBUTIONS ADVISORY BD	0.1	—
ROBERT H BERGER	DISTRIBUTIONS ADVISORY BD	0.1	—

Frequently Asked Questions

How large is Wl and Sydney M Winstrom?

As of 2024, Wl and Sydney M Winstrom holds $3.0M in total assets with $143K in annual revenue. It awarded 4 grants totaling $223K in 2024.

Where does Wl and Sydney M Winstrom operate?

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

What size grants does Wl and Sydney M Winstrom award?

In 2024, Wl and Sydney M Winstrom awarded 4 grants totaling $223K — an average of about $56K 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 $258K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.