Yancey P Winans Testamentary Trust

WALLA WALLA, WA EIN: 91-6306164

Yancey P Winans Testamentary Trust is a private foundation, based in WALLA WALLA, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $806K in total assets. In 2024, it awarded 18 grants totaling $75K. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$806K

-10.0% YoY

Annual Giving

$75K

+0.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+0.8% YoY

Under IRS private-foundation payout rules, Yancey P Winans Testamentary Trust reported a distributable amount of $45K for 2024 — the minimum it must pay out in qualifying distributions.

About Yancey P Winans Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $373K (94%)

Oregon $22K (6%)

States

Oregon Washington

Cities

Milton FreewaterMiltonfreewaterPendletonSeattleTietonTouchetWaitsburgWalla Walla

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$805,998	$895,963	$1,004,753
Revenue	$59,955	$-20,797	$106,485
Expenses	$89,418	$87,993	$95,771
Qualifying Distributions	$78,435	$77,554	$80,842
Net Investment Income	$48,122	$15,950	$84,589
Distributable Amount	$45,334	$43,455	$45,512

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

100 grants across all recorded years

Open Grants

1 open opportunity from Yancey P Winans Testamentary Trust

Foundation

Yancey P. Winans Community Grant

YANCEY P WINANS TESTAMENTARY TRUST

Amount

Up to US $5,000

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Blue Mountain Therapeutic Riding ($5,000), Christian Aid Center ($5,000), Fort Walla Walla Museum ($5,000).

Recipient	Purpose	Amount
BLUE MOUNTAIN THERAPEUTIC RIDING WALLA WALLA, WA	WWV SUMMER RIDING CAMP	$5,000
CHILDREN'S HOME SOCIETY OF WASHINGTON WALLA WALLA, WA	SUMMER PROGRAM AND HOMEWORK CLUB	$4,000
CHRISTIAN AID CENTER WALLA WALLA, WA	COATS FOR KIDS	$5,000
FORT WALLA WALLA MUSEUM WALLA WALLA, WA	HANDS ON HISTORY	$5,000
WALLA WALLA SYMPHONY SOCIETY WALLA WALLA, WA	SUMMER ROCK CAMP FOR KIDS.	$4,500
WELLER PUBLIC LIBRARY WAITSBURG, WA	SUMMER PROGRAM	$3,500
YMCA OF WALLA WALLA WALLA WALLA, WA	SUMMER FUN FACTORY.	$3,000
BLUE MOUNTAIN COMMUNITY FOUNDATION WALLA WALLA, WA	SCHOLARSHIP FUND	$5,000
CARNEGIE PICTURE LAB WALLA WALLA, WA	AFTER SCHOOL ART PROGRAM	$5,000
GESA POWER HOUSE THEATRE WALLA WALLA, WA	FUNDING FOR PLAYS, MUSICALS, AND CONCERTS	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BAKER BOYER BANK WEALTH MANAGEMENT	TRUSTEE	1	$11,726

Frequently Asked Questions

How large is Yancey P Winans Testamentary Trust?

As of 2024, Yancey P Winans Testamentary Trust holds $806K in total assets with $60K in annual revenue. It awarded 18 grants totaling $75K in 2024.

Where does Yancey P Winans Testamentary Trust operate?

Yancey P Winans Testamentary Trust has awarded grants in Oregon, Washington.

What size grants does Yancey P Winans Testamentary Trust award?

In 2024, Yancey P Winans Testamentary Trust awarded 18 grants totaling $75K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Yancey P Winans Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Yancey P Winans Testamentary Trust reported a distributable amount of $45K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Yancey P Winans Testamentary Trust's EIN?

Yancey P Winans Testamentary Trust's EIN (Employer Identification Number) is 91-6306164. IRS Form 990 filing data is available on this page for 2020–2024.