Winchester Mount Vernon House
EIN 042104317Total Given 2016–2024
$928K
55 grants · $103K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$9K
typical small grants · $4K–$19K
grant size
54%
supporter · 14/26 multi-year
repeat
$43.3M
Assets (2024)
26
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(781) 729-0497
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $315K | $28.8M | $1.3M | 5 |
| 2017 | $96K | $31.2M | $1.2M | 7 |
| 2018 | $82K | $30.3M | $1.3M | 6 |
| 2020 | $69K | $35.4M | $775K | 5 |
| 2021 | $66K | $41.9M | $1.4M | 9 |
| 2022 | $100K | $39.1M | $1.1M | 8 |
| 2023 | $82K | $42.4M | $2.9M | 6 |
| 2024 | $118K | $43.3M | $1.4M | 9 |
Grant Size Distribution
Based on 55 grants on record
Minimum
$100
25th Pctl
$4K
Median
$9K
Average
$17K
75th Pctl
$19K
Maximum
$250K
Geographic Distribution
Officers & Directors
SP
Susan Powers
8+ yrs
President
Leadership
JW
Jane E Ward
6 yrs
Executive Director
Leadership
MW
Michael Walsh
8+ yrs
Assistant Treasurer
Leadership
MM
Michael Manzo
8+ yrs
Treasurer
Leadership
GC
Geoffrey a Curtis
8+ yrs
Secretary
Leadership
NG
Nancy Gibson
3 yrs
Director
CG
Craig Gibson
3 yrs
Director
CC
Carole Pierce Connolly
3 yrs
Director
CD
Constance Demakes
5 yrs
Director
DS
David Stirling
8+ yrs
Director
JM
Justin Magee
8+ yrs
Director
CC
Christine a Creelman
8+ yrs
Director
CC
Claire Constantine
8+ yrs
Director
CB
Carl Boerner
8+ yrs
Director
SA
Stephen Anderson
8+ yrs
Director
PD
Paul Donahue
3 yrs
Director
SK
Susan Keats
8+ yrs
Director
EH
Eric Harstad
Director
JC
John Carroll
3 yrs
Investment Trustee
JW
James Willing
8+ yrs
Investment Trustee
EL
Edward Lamson
8+ yrs
Investment Trustee
RK
Raymond Kenney Jr
7 yrs
President
Leadership
SP
Susan Powers
8+ yrs
President
Leadership
JW
Jane E Ward
6 yrs
Executive Director
Leadership
MW
Michael Walsh
8+ yrs
Assistant Treasurer
Leadership
MM
Michael Manzo
8+ yrs
Treasurer
Leadership
GC
Geoffrey a Curtis
8+ yrs
Secretary
Leadership
NG
Nancy Gibson
3 yrs
Director
CG
Craig Gibson
3 yrs
Director
PD
Paul Donahue
3 yrs
Director
CC
Carole Pierce Connolly
3 yrs
Director
CD
Constance Demakes
5 yrs
Director
DS
David Stirling
8+ yrs
Director
JM
Justin Magee
8+ yrs
Director
SK
Susan Keats
8+ yrs
Director
CC
Christine a Creelman
8+ yrs
Director
CC
Claire Constantine
8+ yrs
Director
CB
Carl Boerner
8+ yrs
Director
SA
Stephen Anderson
8+ yrs
Director
JC
John Carroll
3 yrs
Director Investment Trustee
PS
Peter Segerstrom
7 yrs
Investment Trustee
JW
James Willing
8+ yrs
Investment Trustee
EL
Edward Lamson
8+ yrs
Investment Trustee
RK
Raymond Kenney Jr
7 yrs
President
Leadership
SP
Susan Powers
8+ yrs
First Vice President
Leadership
JW
Jane E Ward
6 yrs
Executive Director
Leadership
MM
Michael Manzo
8+ yrs
Treasurer
Leadership
MW
Michael Walsh
8+ yrs
Assistant Treasurer
Leadership
GC
Geoffrey a Curtis
8+ yrs
Secretary
Leadership
PD
Paul Donahue
3 yrs
Director
SA
Stephen Anderson
8+ yrs
Director
CB
Carl Boerner
8+ yrs
Director
CC
Claire Constantine
8+ yrs
Director
CC
Christine a Creelman
8+ yrs
Director
SK
Susan Keats
8+ yrs
Director
JM
Justin Magee
8+ yrs
Director
DS
David Stirling
8+ yrs
Director
CD
Constance Demakes
5 yrs
Director
JC
John Carroll
3 yrs
Director
CC
Carole Pierce Connolly
3 yrs
Director
CG
Craig Gibson
3 yrs
Director
NG
Nancy Gibson
3 yrs
Director
EL
Edward Lamson
8+ yrs
Investment Trustee
JW
James Willing
8+ yrs
Investment Trustee
PS
Peter Segerstrom
7 yrs
Investment Trustee
RK
Raymond Kenney Jr
7 yrs
President
Leadership
SP
Susan Powers
8+ yrs
First Vice President
Leadership
JW
Jane E Ward
6 yrs
Executive Director
Leadership
MW
Michael Walsh
8+ yrs
Assistant Treasurer
Leadership
MM
Michael Manzo
8+ yrs
Treasurer
Leadership
GC
Geoffrey a Curtis
8+ yrs
Secretary
Leadership
SA
Stephen Anderson
8+ yrs
Director
CB
Carl Boerner
8+ yrs
Director
CC
Claire Constantine
8+ yrs
Director
CC
Christine a Creelman
8+ yrs
Director
SK
Susan Keats
8+ yrs
Director
JM
Justin Magee
8+ yrs
Director
DS
David Stirling
8+ yrs
Director
CD
Constance Demakes
5 yrs
Director
EL
Edward Lamson
8+ yrs
Investment Trustee
JW
James Willing
8+ yrs
Investment Trustee
PS
Peter Segerstrom
7 yrs
Investment Trustee
RK
Raymond Kenney Jr
7 yrs
President
Leadership
SP
Susan Powers
8+ yrs
First Vice President
Leadership
JW
Jane E Ward
6 yrs
Executive Director
Leadership
MW
Michael Walsh
8+ yrs
Assistant Treasurer
Leadership
MM
Michael Manzo
8+ yrs
Treasurer
Leadership
GC
Geoffrey a Curtis
8+ yrs
Secretary
Leadership
SA
Stephen Anderson
8+ yrs
Director
GB
Gordon Bennett Jr
4 yrs
Director
CB
Carl Boerner
8+ yrs
Director
PB
Pamela Boerner
4 yrs
Director
CC
Claire Constantine
8+ yrs
Director
CC
Christine a Creelman
8+ yrs
Director
SK
Susan Keats
8+ yrs
Director
JM
Justin Magee
8+ yrs
Director
DS
David Stirling
8+ yrs
Director
CD
Constance Demakes
5 yrs
Director
EL
Edward Lamson
8+ yrs
Investment Trustee
JW
James Willing
8+ yrs
Investment Trustee
PS
Peter Segerstrom
7 yrs
Investment Trustee
RK
Raymond Kenney Jr
7 yrs
Second Vice President
Leadership
SP
Susan Powers
8+ yrs
First Vice President
Leadership
PE
Patrick Hall Esq
3 yrs
President
Leadership
JW
Jane E Ward
6 yrs
Executive Director
Leadership
CJ
Catherine a Jackson
3 yrs
Executive Director
Leadership
MW
Michael Walsh
8+ yrs
Assistant Treasurer
Leadership
MM
Michael Manzo
8+ yrs
Treasurer
Leadership
GC
Geoffrey a Curtis
8+ yrs
Secretary
Leadership
DS
David Stirling
8+ yrs
Director
JM
Justin Magee
8+ yrs
Director
SK
Susan Keats
8+ yrs
Director
CC
Christine a Creelman
8+ yrs
Director
CC
Claire Constantine
8+ yrs
Director
PB
Pamela Boerner
4 yrs
Director
CB
Carl Boerner
8+ yrs
Director
GB
Gordon Bennett Jr
4 yrs
Director
SA
Stephen Anderson
8+ yrs
Director
PS
Peter Segerstrom
7 yrs
Investment Trustee
JW
James Willing
8+ yrs
Investment Trustee
EL
Edward Lamson
8+ yrs
Investment Trustee
SP
Susan Powers
8+ yrs
First Vice President
Leadership
PE
Patrick Hall Esq
3 yrs
President
Leadership
RK
Raymond Kenney Jr
7 yrs
Second Vice President
Leadership
CJ
Catherine a Jackson
3 yrs
Executive Director
Leadership
MW
Michael Walsh
8+ yrs
Assistant Treasurer
Leadership
MM
Michael Manzo
8+ yrs
Treasurer
Leadership
GC
Geoffrey a Curtis
8+ yrs
Secretary
Leadership
DS
David Stirling
8+ yrs
Director
CC
Christine a Creelman
8+ yrs
Director
CC
Claire Constantine
8+ yrs
Director
JM
Justin Magee
8+ yrs
Director
CB
Carl Boerner
8+ yrs
Director
PB
Pamela Boerner
4 yrs
Director
SA
Stephen Anderson
8+ yrs
Director
GB
Gordon Bennett Jr
4 yrs
Director
SK
Susan Keats
8+ yrs
Director
JW
James Willing
8+ yrs
Investment Trustee
PS
Peter Segerstrom
7 yrs
Investment Trustee
EL
Edward Lamson
8+ yrs
Investment Trustee
RK
Raymond Kenney Jr
7 yrs
Second Vice President
Leadership
PE
Patrick Hall Esq
3 yrs
President
Leadership
SP
Susan Powers
8+ yrs
First Vice President
Leadership
CJ
Catherine a Jackson
3 yrs
Executive Director
Leadership
MM
Michael Manzo
8+ yrs
Treasurer
Leadership
MW
Michael Walsh
8+ yrs
Assistant Treasurer
Leadership
GC
Geoffrey a Curtis
8+ yrs
Secretary
Leadership
SK
Susan Keats
8+ yrs
Director
GB
Gordon Bennett Jr
4 yrs
Director
SA
Stephen Anderson
8+ yrs
Director
PB
Pamela Boerner
4 yrs
Director
CB
Carl Boerner
8+ yrs
Director
JM
Justin Magee
8+ yrs
Director
CC
Claire Constantine
8+ yrs
Director
CC
Christine a Creelman
8+ yrs
Director
DS
David Stirling
8+ yrs
Director
EL
Edward Lamson
8+ yrs
Investment Trustee
PS
Peter Segerstrom
7 yrs
Investment Trustee
JW
James Willing
8+ yrs
Investment Trustee
Grants Awarded (55 total)
| Purpose | ||||
|---|---|---|---|---|
| Winchester Jenks Center | Winchester, MA | $250,000 | GIFT | 2016 |
| Center for Healthy Living | Winchester, MA | $64,584 | GIFT | 2017 |
| Community Health Institute | Winchester, MA | $55,000 | GIFT | 2018 |
| Center for Healthy Living | Winchester, MA | $50,417 | GIFT | 2016 |
| Winchester Hospital Foundation | Winchester, MA | $50,403 | GIFT | 2020 |
| Winchester Jenks Center | Winchester, MA | $30,500 | HELPING SENIOR CITIZENS | 2022 |
| Winchester Seniors Association | Winchester, MA | $26,500 | HELPING SENIOR CITIZENS | 2024 |
| En Ka Society | Winchester, MA | $26,500 | HELPING SENIOR CITIZENS | 2024 |
| En Ka Society | Winchester, MA | $21,500 | HELPING SENIOR CITIZENS | 2023 |
| En Ka Exchange Resale Shop | Winchester, MA | $21,500 | HELPING SENIOR CITIZENS | 2022 |
| Winchester Seniors Association Trust | Winchester, MA | $20,000 | HELPING SENIOR CITIZENS | 2023 |
| Winchester Seniors Association Trust | Winchester, MA | $20,000 | HELPING SENIOR CITIZENS | 2024 |
| Wright-Locke Farm | Winchester, MA | $20,000 | HELPING SENIOR CITIZENS | 2024 |
| Winchester Seniors Association Trust | Winchester, MA | $20,000 | HELPING SENIOR CITIZENS | 2022 |
| Wright-Locke Farm | Winchester, MA | $17,600 | HELPING SENIOR CITIZENS | 2023 |
| Swim Winchester | Winchester, MA | $15,000 | GIFT | 2017 |
| Winchester Hospital | Winchester, MA | $10,000 | GIFT | 2018 |
| Winchester Housing Authority | Winchester, MA | $10,000 | GIFT | 2020 |
| Winchester Hospital Foundation | Winchester, MA | $10,000 | HELPING SENIOR CITIZENS | 2021 |
| Winchester Housing Authority | Winchester, MA | $10,000 | HELPING SENIOR CITIZENS | 2021 |
| Winchester Elderly and Disabled Tax Fund | Winchester, MA | $10,000 | HELPING SENIOR CITIZENS | 2021 |
| Winchester Seniors Association Trust | Winchester, MA | $10,000 | HELPING SENIOR CITIZENS | 2021 |
| Boston College Law School Scholarship | Chestnut Hill, MA | $10,000 | HELPING SENIOR CITIZENS | 2023 |
| Winchester Seniortax Fund | Winchester, MA | $10,000 | HELPING SENIOR CITIZENS | 2023 |
| Winchester Seniortax Fund | Winchester, MA | $10,000 | HELPING SENIOR CITIZENS | 2024 |