Yancey P Winans Testamentary Trust
Yancey P Winans Testamentary Trust is a private foundation based in Walla Walla, Washington. It supports charitable organizations, with its filing describing eligibility as limited to 501(c)(3) organizations in the Walla Walla, Washington, geographical area and giving as primarily for youth programs.
Yancey P Winans Testamentary Trust at a glance
In short: Yancey P Winans Testamentary Trust gave $65K across 14 grants in 2025 (avg $5K), mostly in Washington. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,000
- -13.3% vs 2024
- Grants made (2025)
- 14
- -22.2% vs 2024
- Average grant
- $4,643
- +11.4% vs 2024
- Median grant
- $5,000
- Total assets
- $770,818
- -4.4% vs 2024
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2025; small sample)
- Primary geography
- Washington (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Yancey P Winans Testamentary Trust
- How to Apply
-
The filing says to request an application from Baker Boyer Bank Wealth Management. It states that the foundation does not restrict giving to preselected organizations. Grants are generally to be used within the calendar year awarded unless otherwise approved by the Trust Committee.
- Review Cycle
- March 1 each year, according to the filing. The March 1, 2026 deadline has passed.
- Deadline
- March 1 each year, according to the filing.
- Contact
Application contact: Baker Boyer Bank Wealth Management
Mailing address: PO Box 1796, Walla Walla, WA 99362
Phone: (509) 525-2000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Yancey P Winans Testamentary Trust
Who Yancey P Winans Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Carnegie Picture Lab ($5K). Together the top 10 received $50K.
Organizations only. It also paid 1 individual scholarship ($5,000), which are not listed by name.
Grant Size Distribution
90 grants across all recorded years
The most common grant size was under $50K: 90 grants of 90 (100%).
Geographic Focus
Where this funder awards grants
The filing restricts awards to 501(c)(3) organizations in the Walla Walla, Washington, geographical area. The program description identifies the Walla Walla Valley as the primary area for its summer-program consideration. In 2025, 92% of grant dollars went to recipients in Washington and 8% to recipients in Oregon.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Is Yancey P Winans Testamentary Trust open to new grantees?
31%
first-time grantees, 2025
In 2025, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $4K; repeat grants $5K. How we count
Medians: $4K first-time, $5K repeat.
- 69% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 141% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $65K (2025) to $85K (2020). In 2025 it made 14 grants totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carnegie Picture Lab Walla Walla, WA | After School Art Program | $5,000 |
| Christian Aid Center Walla Walla, WA | Coats for Kids | $5,000 |
| Community Council Walla Walla, WA | Identify Areas of Need in Walla Walla WA | $5,000 |
| Fort Walla Walla Museum Walla Walla, WA | Hands on History | $5,000 |
| Oregon East Symphony Pendleton, OR | Symphony Orchestra Based in E Oregon | $5,000 |
| Walla Walla Parks and Rec Department Walla Walla, WA | Parks and Rec Funding | $5,000 |
| YMCA of Walla Walla Walla Walla, WA | Summer Fun Factory. | $5,000 |
| 1 individual scholarship Recipients not named | — | $5,000 |
| Art Walla Walla Walla Walla, WA | Arts and Humanities Projects | $5,000 |
| Walla Walla Public Schools Foundation Walla Walla, WA | Funding for Public Schools | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $770,818 | $32,544 | $80,159 | $65,000 | 14 | $68,475 | $20,860 | $48,466 |
| 2024 | $805,998 | $59,955 | $89,418 | $75,000 | 18 | $78,435 | $48,122 | $45,334 |
| 2023 | $895,963 | $-20,797 | $87,993 | $74,431 | 18 | $77,554 | $15,950 | $43,455 |
| 2022 | $1,004,753 | $106,485 | $95,771 | $77,085 | 17 | $80,842 | $84,589 | $45,512 |
| 2021 | $994,039 | $215,437 | $100,367 | $83,000 | 23 | $86,729 | $54,142 | $50,470 |
| 2020 | $878,985 | $-30,860 | $103,222 | $85,000 | 24 | — | $13,081 | $46,845 |
| 2019 | $1,012,978 | $87,991 | $95,252 | $77,850 | 21 | — | $29,420 | $51,095 |
Under IRS private-foundation payout rules, Yancey P Winans Testamentary Trust reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its filing identifies youth programs as a primary area of giving. The trust’s program description names summer programs for children and young people in the Walla Walla Valley as the primary consideration and other charitable purposes as secondary considerations.
Among its 2025 grantees, an individual recipient describes its mission as empowering young people’s creative discovery of art through dynamic experiences and programs. Oregon East Symphony describes its mission as classical music performance and education. Walla Walla Symphony Society says it provides live orchestral performances and opportunities to learn about music. Community Council describes its mission as fostering a trusted gathering place for dialogue, inquiry, and advocacy to build a vibrant region.
Grantmaking
In 2025, the trust gave $65,000 through 14 grants. Grants ranged from $3,000 to $5,000, with a median of $5,000. Among the listed awards were $5,000 each to an individual recipient, Christian Aid Center, Community Council, Fort Walla Walla Museum, Oregon East Symphony, Walla Walla Parks and Recreation Department, YMCA of Walla Walla, Walla Walla Community College, Art Walla Walla, and Walla Walla Public Schools Foundation. Walla Walla Symphony Society received $4,500, as did Weller Public Library.
The program description says grants are available annually, up to $5,000, and that a recipient may apply for the same project in a later year, considered on the same basis as a new application. It also says applicants should not rely on the trust for ongoing funding of perpetual projects. Awards are for special charitable purposes exempt under Section 501(c)(3); the filing further specifies Walla Walla-area organizations, primarily for youth programs, with some grants specified by grantors’ wills.
Leadership & Key People
Leadership team and compensation from IRS filings
Baker Boyer Bank Wealth Management is listed as trustee on the 2025 filing.
Yancey P Winans Testamentary Trust's only listed officer is Baker Boyer Bank Wealth Management, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Baker Boyer Bank Wealth Management
Trustee
On filings since 2020
1 hr/week
$12K (2020) → $12K (2025)
Former officers (1)
- Former: Baker Boyer Trust Division (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Baker Boyer Bank Wealth Management (Trustee).
Frequently asked questions about Yancey P Winans Testamentary Trust
How much does Yancey P Winans Testamentary Trust give each year?
Yancey P Winans Testamentary Trust gave $65K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $75K across 18 grants.
What is Yancey P Winans Testamentary Trust's typical grant size?
Yancey P Winans Testamentary Trust's median grant in 2025 was $5,000, and its average grant was $4,643, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Yancey P Winans Testamentary Trust that year got $4K on average.
Where does Yancey P Winans Testamentary Trust give grants?
Yancey P Winans Testamentary Trust gives mostly in Washington: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oregon (8%). The most frequent recipient cities were Walla Walla, WA (10 grants).
Does Yancey P Winans Testamentary Trust give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on Yancey P Winans Testamentary Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Yancey P Winans Testamentary Trust's largest grantees?
Yancey P Winans Testamentary Trust's largest 2025 grantees include Carnegie Picture Lab ($5,000), Christian Aid Center ($5,000) and Community Council ($5,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($5,000), which are not listed by name. Together they received 23% of its itemized 2025 grant dollars.
How large is Yancey P Winans Testamentary Trust?
Yancey P Winans Testamentary Trust reported $771K in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets).
What does Yancey P Winans Testamentary Trust fund?
No mission statement for the trust is provided. Its filing identifies youth programs as a primary area of giving. See mission & focus areas ↑
How do I apply for a grant from Yancey P Winans Testamentary Trust?
The filing says to request an application from Baker Boyer Bank Wealth Management. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
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Cite this profile
Grantable. (2026). Yancey P Winans Testamentary Trust funder profile. GrantGraph. Retrieved October 24, 2026, from https://grantable.co/funders/yancey-p-winans-testamentary-trust-morg_99ef7761f1ad4c24ad065e518903a880
BibTeX
@misc{grantable_916306164_2026,
author = {{Grantable}},
title = {{Yancey P Winans Testamentary Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/yancey-p-winans-testamentary-trust-morg_99ef7761f1ad4c24ad065e518903a880},
note = {Accessed 2026-10-24. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Yancey P Winans Testamentary Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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