Wine & Spirit Education Trust America

WEST HARTFORD, CT EIN: 81-3635792

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$1.5M

+53.3% YoY

Annual Giving

Grant Count

0

Avg Grant Size

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$829K$2M$2M$3M20212022202320242025
Metric202520242023
Total Assets$1,512,703$986,915$1,039,736
Revenue$2,889,665$2,353,379$2,655,276
Expenses$2,501,083$2,638,617$2,755,520
Qualifying Distributions$762,680$870,312$576,980
Net Investment Income
Distributable Amount$24,628$25,051$25,323

Giving Over Time

Total grant dollars and number of grants per year

$0$0.25$0.5$0.75$10 grants20210 grants20220 grants20230 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

0 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Wine & Spirit Education Trust America fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

DAVID RUDMANPRESIDENT & VICE PRESIDENT (…$272KANNE LEONETREASURER AND SECRETARY$96K

From 2025 filing

NameTitleHoursCompensation
DAVID RUDMANPRESIDENT & VICE PRESIDENT (UNTIL 04/240$272,355
ANNE LEONETREASURER AND SECRETARY40$95,953
SIMON MCMURTRIECHAIRMAN1
DANIEL ALEXANDER JAGODIRECTOR1
MICHELLE BRAMPTONPRESIDENT & VICE PRES. (AS OF 03/25)1

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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