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.
Key facts about Yancey P Winans Testamentary Trust
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.
- EIN
- 91-6306164
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $65,000
- Grants made (2025)
- 14
- Average grant
- $4,643
- Median grant
- $5,000
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2025; small sample)
- Total assets
- $770,818
- Primary geography
- Washington (92% of itemized 2025 grant dollars)
- How to apply
- The filing says to request an application from Baker Boyer Bank Wealth Management. Full details ↓
- Deadline
- March 1 each year, according to the filing.
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$771K
-4.4% YoY
Annual Giving
$65K
-13.3% YoY
Grant Count
14
-22.2% YoY
Avg Grant Size
$5K
+11.4% YoY
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.
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.
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.
Review Cycle
March 1 each year, according to the filing. The March 1, 2026 deadline has passed.
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.
Open Grants
1 open opportunity from Yancey P Winans Testamentary Trust
Ready to take the next step with Yancey P Winans Testamentary Trust?
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
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $770,818 | $32,544 | $80,159 | $65,000 |
| 2024 | $805,998 | $59,955 | $89,418 | $75,000 |
| 2023 | $895,963 | −$20,797 | $87,993 | $74,431 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $770,818 | $805,998 | $895,963 |
| Revenue | $32,544 | $59,955 | $-20,797 |
| Expenses | $80,159 | $89,418 | $87,993 |
| Qualifying Distributions | $68,475 | $78,435 | $77,554 |
| Net Investment Income | $20,860 | $48,122 | $15,950 |
| Distributable Amount | $48,466 | $45,334 | $43,455 |
Data update history
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)
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).
Contact
Application contact: Baker Boyer Bank Wealth Management
Mailing address: PO Box 1796, Walla Walla, WA 99362
Phone: (509) 525-2000
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.
Here's the math on researching Yancey P Winans Testamentary Trust by hand.
Explore Open Grants
Browse active grant opportunities in Yancey P Winans Testamentary Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Blue Mountain Community Foundation
Walla Walla, WA
Blue Mountain Community Foundation supports nonprofits and higher-education scholarships across community needs including basic needs, health, education, arts, and the environment, primarily in southeastern Washington’s Blue Mountain region and Umatilla County, Oregon. Its 2025 grants had a median of $16,285; community grant programs offer up to $20,000 in Walla Walla County and up to $10,000 in Milton-Freewater, Athena, and Weston.
Assets
$112.6M
Grants
121
Total Given
$5.5M
George T Welch Testamentary Trust
Walla Walla, WA
The trust funds scholarships for students and nonprofit projects that enrich Walla Walla County, Washington. Its 2025 grants ranged from $54 to $5,000, with a median of $1,500; community grants offer eligible nonprofits up to $4,000. It accepts unsolicited requests.
Assets
$3.2M
Grants
82
Total Given
$171K
Clara and Art Bald Trust
Walla Walla, WA
The trust’s 2024 grants supported Washington organizations working in community services, education, culture, and recreation, including endowments, school programs, literacy, scholarships, and general operations. Grants ranged from $500 to $2,629,629, with a median of $3,500. It did not limit giving to preselected organizations, and no application form was required; however, the trust terminated in 2024 after donating its remaining assets to Blue Mountain Community Foundation.
Assets
—
Grants
23
Total Given
$2.7M
Sherwood Trust
Walla Walla, WA
Sherwood Trust funds community-building, organizational capacity, and capital projects that strengthen belonging and well-being in the Walla Walla Valley, including Walla Walla and Columbia counties in Washington and Milton-Freewater, Oregon. Its 2024 grants ranged from $200 to $160,000, with a median of $5,000. It uses a competitive Core Grant process beginning with a Letter of Interest; the profile does not state whether it accepts unsolicited requests outside that process.
Assets
$39.2M
Grants
34
Total Given
$1.2M
Mary Garner Esary Trust
Walla Walla, WA
The trust supported scholarships, education, community services, literacy, arts, recovery, and recreation in Walla Walla and Eastern Washington. Its 2024 grants ranged from $500 to $3,303,881, with a median of $3,500, but the trust has since terminated after transferring its remaining assets to Blue Mountain Community Foundation. While it previously accepted requests with a letter describing the proposed use, a 501(c)(3) determination letter, and a budget, it is no longer operating.
Assets
—
Grants
22
Total Given
$3.4M
Estate of Joseph L Stubblefield
Walla Walla, WA
The foundation supported community, parks and recreation, health, education, human services, and animal welfare organizations, with all 2025 grants going to recipients in Walla Walla, Washington. Grants ranged from $500 to $2,814,784, with a median of $10,000. It does not restrict giving to preselected organizations; the filing gives no specific application form or deadline and asks applicants to include financial information and the reason for need.
Assets
$2.2M
Grants
12
Total Given
$3.1M
United Way of the Blue Mountains
Walla Walla, WA
United Way of the Blue Mountains funds local nonprofit and community programs addressing health, education, financial stability, and related family and children’s needs across parts of Washington and Oregon. Its reported giving includes mini-grants and community grants, with $43,500 and $32,000 invested in those categories, respectively, in its 2024–2025 fiscal year; it provides application processes for these grants, but the listed deadlines have passed.
Assets
$1.7M
Grants
2
Total Given
$33K
The Sunny Day Charitable Foundation
Walla Walla, WA
The Sunny Day Charitable Foundation funds nonprofit programs serving the Walla Walla Valley, including youth and arts, health and basic needs, recovery, disability services, and animal welfare. In 2025, grants ranged from $1,000 to $15,000, with a median of $5,000. It provides a letter-of-interest and application process for eligible nonprofits; the profile does not explicitly state whether unsolicited requests are accepted.
Assets
$4.6M
Grants
31
Total Given
$186K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Bonnie & Clifford Braden Foundation
Walla Walla, WA
The Bonnie & Clifford Braden Foundation supports Washington organizations in areas including libraries, arts, education, early learning, social services, and health care. Its 2026 grants ranged from $2,500 to $15,000, with a median of $5,000. It does not limit giving to preselected organizations; contact trustee James K. Hayner, and no application form or deadline is listed.
Assets
$1.2M
Grants
15
Total Given
$97K
The Oregon Community Foundation
Portland, OR
The Oregon Community Foundation funds Oregon nonprofits and community-serving projects across education, health, arts and culture, housing, economic and community vitality, and the environment. Its 2024 grants had a median of $25,000, with awards ranging from about $5,000 to nearly $8 million; applications are accepted through specific grant programs and cycles, but the profile does not state whether unsolicited requests are accepted.
Assets
$3.3B
Grants
2,149
Total Given
$171.4M
Milton-Freewater Area Foundation Baker Boyer Trust
Walla Walla, WA
The foundation funds community, educational, cultural, and historical organizations, along with scholarships for students from Milton-Freewater and nearby areas, primarily based on financial need. Its 2025 grants ranged from $500 to $35,700, with a median of $3,000. Its filing says it accepts contributions only to preselected organizations and does not accept unsolicited requests, though a separate program listing says community-grant requests are accepted year-round.
Assets
$2.5M
Grants
19
Total Given
$131K
More Funders in Washington
Yancey P Winans Testamentary Trust down — hundreds of funders to go?