Winchester Mount Vernon House | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Winchester Mount Vernon House. Data shown is extracted from Form 990-PF filings.

EIN: 04-2104317

Foundation Overview

Based in Winchester, MA, Winchester Mount Vernon House has awarded 80 grants totaling $1,245,947 to organizations in Massachusetts. Individual grants range from $100 to $250,000, with a median award of $10,000.

Latest Tax Year
2024
Total Giving (all years)
$1,245,947
Total Assets
$43,348,355
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
18
Median Grant
$10,000
% Median Grant Decline
-28% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 33%

6 of 18 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Winchester (89%), Woburn (8%), Concord (3%).

Funding Trajectory
-63%

Declining funding trend with 63% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Education + 2 others

Diversified giving across multiple program areas with primary emphasis on education (33%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Winchester Mount Vernon House's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Winchester Seniors Association $26,500 Winchester, MA, US Helping Senior Citizens 2024
Winchester Seniors Association Trust $20,000 Winchester, MA, US Helping Senior Citizens 2024
Wright-locke Farm $20,000 Winchester, MA, US Helping Senior Citizens 2024
Winchester Public Library $3,000 Winchester, MA, US Helping Senior Citizens 2024
En Ka Society $26,500 Winchester, MA, US Helping Senior Citizens 2024
Winchester Hospital $2,000 Woburn, MA, US Helping Senior Citizens 2024
Winchester Seniortax Fund $10,000 Winchester, MA, US Helping Senior Citizens 2024
Winchester Meals On Wheel $5,000 Winchester, MA, US Helping Senior Citizens 2024
New England Deaconess $5,000 Concord, MA, US In Memory Of Board Member 2024
Winchester Seniors Association $26,500 Winchester, MA, US Helping Senior Citizens 2024
Winchester Seniors Association Trust $20,000 Winchester, MA, US Helping Senior Citizens 2024
Wright-locke Farm $20,000 Winchester, MA, US Helping Senior Citizens 2024
Winchester Public Library $3,000 Winchester, MA, US Helping Senior Citizens 2024
En Ka Society $26,500 Winchester, MA, US Helping Senior Citizens 2024
Winchester Hospital $2,000 Woburn, MA, US Helping Senior Citizens 2024
Winchester Seniortax Fund $10,000 Winchester, MA, US Helping Senior Citizens 2024
Winchester Meals On Wheel $5,000 Winchester, MA, US Helping Senior Citizens 2024
New England Deaconess $5,000 Concord, MA, US In Memory Of Board Member 2024
En Ka Society $21,500 Winchester, MA, US Helping Senior Citizens 2023
Boston College Law School Scholarship $10,000 Chestnut Hill, MA, US Helping Senior Citizens 2023
Wright-locke Farm $17,600 Winchester, MA, US Helping Senior Citizens 2023
Winchester Seniortax Fund $10,000 Winchester, MA, US Helping Senior Citizens 2023
Winchester Public Library $3,000 Winchester, MA, US Local Library Donation 2023
Winchester Seniors Association Trust $20,000 Winchester, MA, US Helping Senior Citizens 2023
En Ka Exchange Resale Shop $21,500 Winchester, MA, US Helping Senior Citizens 2022
Meals On Wheels $5,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Elderly And Disabled Tax Fund $10,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Public Library $3,000 Winchester, MA, US Local Library Donation 2022
Winchester Seniors Association Trust $20,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Jenks Center $30,500 Winchester, MA, US Helping Senior Citizens 2022
Lifeline $10,000 Woburn, MA, US Helping Senior Citizens 2022
First Congregational Church $100 Winchester, MA, US Helping Senior Citizens 2022
En Ka Exchange Resale Shop $21,500 Winchester, MA, US Helping Senior Citizens 2022
Meals On Wheels $5,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Elderly And Disabled Tax Fund $10,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Public Library $3,000 Winchester, MA, US Local Library Donation 2022
Winchester Seniors Association Trust $20,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Jenks Center $30,500 Winchester, MA, US Helping Senior Citizens 2022
Lifeline $10,000 Woburn, MA, US Helping Senior Citizens 2022
First Congregational Church $100 Winchester, MA, US Helping Senior Citizens 2022
En Ka Exchange Resale Shop $21,500 Winchester, MA, US Helping Senior Citizens 2022
Meals On Wheels $5,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Elderly And Disabled Tax Fund $10,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Public Library $3,000 Winchester, MA, US Local Library Donation 2022
Winchester Seniors Association Trust $20,000 Winchester, MA, US Helping Senior Citizens 2022
Winchester Jenks Center $30,500 Winchester, MA, US Helping Senior Citizens 2022
Lifeline $10,000 Woburn, MA, US Helping Senior Citizens 2022
First Congregational Church $100 Winchester, MA, US Helping Senior Citizens 2022
Meals On Wheels $5,000 Winchester, MA, US Helping Senior Citizens 2021
Winchester Hospital Foundation $10,000 Winchester, MA, US Helping Senior Citizens 2021
Winchester Housing Authority $10,000 Winchester, MA, US Helping Senior Citizens 2021
Winchester Public Library $2,500 Winchester, MA, US Local Library Donation 2021
Winchester Council On Aging $4,500 Winchester, MA, US Helping Senior Citizens 2021
Winchester Elderly And Disabled Tax Fund $10,000 Winchester, MA, US Helping Senior Citizens 2021
Winchester Seniors Association Trust $10,000 Winchester, MA, US Helping Senior Citizens 2021
Wincam $7,630 Winchester, MA, US Helping Senior Citizens 2021
En Ka Exchange Resale Shop $6,000 Winchester, MA, US Helping Senior Citizens 2021
Meals On Wheels $1,200 Winchester, MA, US Gift 2020
Winchester Public Library $2,500 Winchester, MA, US Gift 2020
Winchester Housing Authority $10,000 Winchester, MA, US Gift 2020
Center For Healthy Living $5,000 Woburn, MA, US Gift 2020
Winchester Hospital Foundation $50,403 Winchester, MA, US Gift 2020
Meals On Wheels $1,200 Winchester, MA, US Gift 2018
Winchester Council On Aging $5,310 Winchester, MA, US Gift 2018
Winchester Hospital $10,000 Winchester, MA, US Gift 2018
Winchester Public Library $2,500 Winchester, MA, US Gift 2018
Community Health Institute $55,000 Winchester, MA, US Gift 2018
Wright-locke Farm $8,000 Winchester, MA, US Gift 2018
Center For Healthy Living $64,584 Winchester, MA, US Gift 2017
Swim Winchester $15,000 Winchester, MA, US Gift 2017
Winchester Council On Aging $7,600 Winchester, MA, US Gift 2017
Winchester Hospital $5,000 Winchester, MA, US Gift 2017
Winchester Public Library $2,500 Winchester, MA, US Gift 2017
Meals On Wheels $1,200 Winchester, MA, US Gift 2017
St Mary's Parish Family $100 Winchester, MA, US Gift 2017
Winchester Jenks Center $250,000 Winchester, MA, US Gift 2016
Center For Healthy Living $50,417 Winchester, MA, US Gift 2016
Winchester Council On Aging $8,803 Winchester, MA, US Gift 2016
Winchester Hospital $5,000 Winchester, MA, US Gift 2016
Meals On Wheels $600 Winchester, MA, US Gift 2016

Foundations Similar to Winchester Mount Vernon House

Discover 5 foundations with comparable assets ($42,267,953-$46,082,469), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 22-3100750 | 236 grants awarded
$42,267,953
(≈ Similar)
$20,000
median grant
Falmouth, MA
Same state
99%
Excellent match

EIN: 04-6065605 | 1006 grants awarded
$44,500,085
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$15,000
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 04-6728351 | 836 grants awarded
$44,937,726
(≈ Similar)
$10,000
median grant
Boston, MA
Same state
98%
Excellent match

EIN: 05-6022654 | 560 grants awarded
$45,250,857
(≈ Similar)
$5,000
median grant
Sudbury, MA
Same state
98%
Excellent match

EIN: 04-3251269 | 1091 grants awarded
$46,082,469
(≈ Similar)
$5,000
median grant
Andover, MA
Same state
97%
Excellent match

Contact Information

Official contact details for Winchester Mount Vernon House as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-2104317
Website http://www.wmvh.org
Address 110 MOUNT VERNON STREET Winchester, MA 01890-2864

Key People (21)

Board members, trustees, and key staff who oversee Winchester Mount Vernon House's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Executive Director Jane E Ward
President Susan Powers
Treasurer Michael Manzo
Secretary Geoffrey A Curtis
Investment Trustee Edward Lamson

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Winchester Mount Vernon House is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.