The Massachusetts State Capitol

Form 990-PFTax year 2025EIN 04-2104317

Winchester Mount Vernon House

A private foundation in Winchester, MA. Its return for tax year 2025 lists 12 grants and $145,200 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $145,200

    Grants listed
    12
    Assets, end of year
    $46,051,785
  • Tax year 2024

    $118,000

    Grants listed
    9
    Assets, end of year
    $43,348,355
  • Tax year 2023

    $82,100

    Grants listed
    6
    Assets, end of year
    $42,372,414
  • Tax year 2022

    $100,100

    Grants listed
    8
    Assets, end of year
    $39,147,293
  • Tax year 2021

    $65,630

    Grants listed
    9
    Assets, end of year
    $41,916,572
  • Tax year 2020

    $69,103

    Grants listed
    5
    Assets, end of year
    $35,428,512
  • Tax year 2019

    $73,700

    Grants listed
    5
    Assets, end of year
    $34,576,428
  • Tax year 2018

    $82,010

    Grants listed
    6
    Assets, end of year
    $30,264,792

Grants paid in 2025

12 grants, largest first

As listed on the return.

  1. Winchester Seniors AssociationWinchester, MA

    Helping senior citizens

    $32,500
  2. En Ka SocietyWinchester, MA

    Helping senior citizens

    $30,000
  3. Wright-Locke FarmWinchester, MA

    Helping senior citizens

    $24,000
  4. Winchester Seniors Association TrustWinchester, MA

    Helping senior citizens

    $20,000
  5. Winchester Seniortax FundWinchester, MA

    Helping senior citizens

    $10,000
  6. Winchester HospitalWoburn, MA

    Helping senior citizens

    $6,200
  7. Winchester Meals on WheelWinchester, MA

    Helping senior citizens

    $5,000
  8. MspcaSalem, MA

    In memory of bob willing

    $5,000
  9. Winchester Hospital at Beth Israel LaheyCharlestown, MA

    In memory of bob willing

    $5,000
  10. Winchester Council on AgingWinchester, MA

    Caregiver support program

    $4,250
  11. Winchester Public LibraryWinchester, MA

    Helping senior citizens

    $3,000
  12. Winchester Housing AuthorityWinchester, MA

    Helping senior citizens

    $250

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts12 grants $145,200

Officers, directors and trustees

23 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Jane E WardEXECUTIVE DIRECTOR Hours 40Pay $177,510
  • Susan PowersPRESIDENT Hours 4Pay $0
  • Michael ManzoTREASURER Hours 1Pay $0
  • Geoffrey A CurtisSECRETARY Hours 1Pay $0
  • Michael WalshASSISTANT TREASURER Hours 1Pay $0
  • Edward LamsonINVESTMENT TRUSTEE Hours 1Pay $0
  • John CarrollINVESTMENT TRUSTEE Hours 1Pay $0
  • James WillingINVESTMENT TRUSTEE (UNTIL 7/25) Hours 1Pay $0
  • Stephen AndersonDIRECTOR Hours 1Pay $0
  • Claire ConstantineDIRECTOR Hours 1Pay $0
  • Christine A CreelmanDIRECTOR Hours 1Pay $0
  • David StirlingDIRECTOR Hours 1Pay $0
  • Constance DemakesDIRECTOR Hours 1Pay $0
  • Carole Pierce ConnollyDIRECTOR Hours 1Pay $0
  • Craig GibsonDIRECTOR Hours 1Pay $0
  • Nancy GibsonDIRECTOR Hours 1Pay $0
  • Eric HarstadDIRECTOR Hours 1Pay $0
  • Louis BertocciDIRECTOR Hours 1Pay $0
  • Dee PedullaDIRECTOR Hours 1Pay $0
  • John SnowDIRECTOR Hours 1Pay $0
  • Carolyn VernagliaDIRECTOR Hours 1Pay $0
  • Carl BoernerDIRECTOR (UNTIL 4/25) Hours 1Pay $0
  • Justin MageeDIRECTOR (UNTIL 4/25) Hours 1Pay $0

The return

More foundations

Other foundations in Massachusetts

  1. The Dwyer FoundationBoston, MA 26 grants Preselected only $145,282 giving
  2. Association FoundationBoston, MA 21 grants Preselected only $145,000 giving
  3. Millicent C Starr Charitable TRBoston, MA 8 grants Preselected only $145,000 giving
  4. The Dr Jack and Libby Jacobs Family Foundation John F Jacobs JrBoston, MA 3 grants Preselected only $145,000 giving
  5. Melrose Cooperative Bank FoundationMelrose, MA 26 grants Accepts applications $145,000 giving