Winchester Mount Vernon House
WINCHESTER, MA EIN: 04-2104317
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$43.3M
+2.3% YoY
Annual Giving
$118K
+43.7% YoY
Grant Count
9
+50.0% YoY
Avg Grant Size
$13K
-4.2% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $43,348,355 | $42,372,414 | $39,147,293 |
| Revenue | $1,420,261 | $2,889,371 | $1,056,185 |
| Expenses | $1,720,392 | $1,636,284 | $1,633,637 |
| Qualifying Distributions | $1,405,211 | $1,321,684 | $1,319,863 |
| Net Investment Income | $1,027,881 | $2,608,347 | $672,044 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Winchester Mount Vernon House fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JANE E WARD | EXECUTIVE DIRECTOR | 40 | $165,000 |
| SUSAN POWERS | PRESIDENT | 4 | — |
| MICHAEL MANZO | TREASURER | 1 | — |
| GEOFFREY A CURTIS | SECRETARY | 1 | — |
| EDWARD LAMSON | INVESTMENT TRUSTEE | 1 | — |
| JAMES WILLING | INVESTMENT TRUSTEE | 1 | — |
| MICHAEL WALSH | ASSISTANT TREASURER | 1 | — |
| JOHN CARROLL | INVESTMENT TRUSTEE | 1 | — |
| STEPHEN ANDERSON | DIRECTOR | 1 | — |
| CARL BOERNER | DIRECTOR | 1 | — |
| CLAIRE CONSTANTINE | DIRECTOR | 1 | — |
| CHRISTINE A CREELMAN | DIRECTOR | 1 | — |
| JUSTIN MAGEE | DIRECTOR | 1 | — |
| DAVID STIRLING | DIRECTOR | 1 | — |
| CONSTANCE DEMAKES | DIRECTOR | 1 | — |
| CAROLE PIERCE CONNOLLY | DIRECTOR | 1 | — |
| CRAIG GIBSON | DIRECTOR | 1 | — |
| NANCY GIBSON | DIRECTOR | 1 | — |
| ERIC HARSTAD | DIRECTOR | 1 | — |
| SUSAN KEATS | DIRECTOR (UNTIL 7/2024) | 1 | — |
| PAUL DONAHUE | DIRECTOR (UNTIL 10/2024) | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $435K (100%)
States
Cities
Chestnut HillConcordWinchesterWoburn
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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