Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640
PITTSFORD, NY EIN: 30-6609372
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$5.6M
+5.1% YoY
Annual Giving
$295K
+13.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$98K
+13.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,634,770 | $5,361,734 | $5,529,202 |
| Revenue | $610,771 | $131,190 | $129,568 |
| Expenses | $337,849 | $298,873 | $357,597 |
| Qualifying Distributions | $316,510 | $281,080 | $339,424 |
| Net Investment Income | $594,236 | $167,968 | $131,074 |
| Distributable Amount | $307,676 | $294,820 | $294,144 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Wilson J Near Sr & Ruth J Near Mem Tr Xxx2640 fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CANANDAIGUA NATIONAL BANK TR CO | SUCCESSOR TTEE | 1 | $33,734 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $1.6M (100%)
States
Cities
Auburn
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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