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Joan V Winiarski & Teresa W Merrill Revocable Trust at a glance

· Private foundation

Joan V Winiarski & Teresa W Merrill Revocable Trust

Its FY2024 filing reports that it accepted unsolicited grant applications.

$84k
Granted FY2024still arriving
37
Grants FY2024still arriving
9
States reached
$17k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2024.

International$43kRecreation & Sports$42kHealth$29kEmployment$20kYouth Development$20kReligion$20kEducation$9kHuman Services$5kOther$0
02FY2024 · 37 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k34 grants · $45k
  • $10k–50k3 grants · $39k
$500
Median grant
9
States reached
$1.2M
Total assets
Largest grants
RecipientAmount
DR MARTIN LUTHER KING JR COMMUNITY CENTER$16,500
HAITIAN HEALTH FOUNDATION$12,500
WCSU CAREER SUCCESS CENTER$10,000
NEWPORT HOSPITAL FOUNDATION$8,500
ST AUGUSTIN'S CHURCH$7,175
BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY$5,100
BUTLER HOSPITAL FOUNDATION$5,000
TRUSTEES OF TUFT COLLEGE$2,750
GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND$2,000
POTTER LEAGUE FOR ANIMALS$1,500
SISTERS OF THE HOLY FAMILY OF NAZARETH$1,300
RI ZOOLOGICAL SOCIETY$1,000
THREE ANGELS FUND$1,000
ST GEORGE'S SCHOOL$1,000
LEGACY THEATRE$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY23–24, $3k) land where the poverty rate runs at 8%, against an area that typically sits at 11%. 29% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%LIGHTBRIDGE HOSPICE COMMUNITY FOUNDATION: $500 → 11%LIGHTBRIDGE HOSPICE COMMUNITY FOUNDATION: $500 → 11%LOOKING UPWARDS: $250 → 7%NEWPORT COUNTY YMCA: $800 → 7%NEWPORT COUNTY YMCA: $700 → 7%EDWARD KING HOUSE SENIOR CENTER: $650 → 7%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

ME
VT
ID
IL
NY
MA
CT
RI
CA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

81%of every dollar goes to organizations it has funded before.
$160k · 17 repeat orgs$37k to everyone else

17 repeat relationships: 14 still active in FY2024, 3 since wound down; 23 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

17
28

Total granted

$160k
$12k

Median revenue growth · since first grant

+6%
+10%

Still filing today

59%
43%

New vs renewed · share of each year

In FY2024, 70% of grant dollars renewed an existing relationship; $26k went to new ones.

50%100%’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’22’23’24
HealthHuman ServicesArts & CultureEducationFood & NutritionInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • HH
    HAITIAN HEALTH FOUNDATION
    3× · 2022–2024 · $43k · revenue +18%
  • NH
    Newport Hospital Foundation
    2× · 2023–2024 · $19k · revenue +67%
  • Boys and Girls Clubs of Newport County Inc
    3× · 2022–2024 · $17k · revenue +6%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $1k
  • LH
    LUCY'S HEARTHgraduated
    one grant, 2022 · $1k · revenue +39%
  • SS
    ST STANISLAUS SCHOLARSHIP FUND
    one grant, 2023 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Brighton Marine Inc

Brighton marine, inc. provides military and veteran families with comprehensive campus-based quality health care, as well as affordable and supportive housing for at-risk veterans and their families.

Health
2
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
3
Bridgeport Hospital

To operate an acute care hospital in bridgeport, connecticut for the care and treatment of persons suffering from disease or other physical or mental conditions without regard to race, color, creed, sex, age or ability to pay.

Health
4
Northeast Medical Group Inc

To render medical treatment to patients without regard to ability to pay for such treatment, and to promote a high quality of medical care and other services for the benefit of all persons in the communities it serves.

—
5
Hospital Association of Rhode Island

To be a proactive advocate for the hospitals in rhode island that is capable of working for and with the hospitals to positively influence public opinion, legislative outcomes and regulatory policy. the purpose of such advocacy is to…

—
6
Bridgton Hospital

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment, and compassion ofour family of caregivers.

Health
7
MaineGeneral Health

To enhance, every day, the health of our patients, our families and our communities. We do that through a range of health care services for people of all ages, in a variety of care settings.

Health
8
Rhode Island Health Care Assoc

The mission of rhode island health care association is to enhance its members' ability to provide sustainable quality health care and quality of life to the residents of rhode island's skilled nursing facilities.as a state affiliate of the…

—
9
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
10
Lifespan Corporation

Delivering health with care.

Health
11
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
12
Rumford Hospital

To provide exceptional healthcare services in a safe and trustfulenvironment through the expertise, commitment and compassion of ourfamily of caregivers.

Health
How this is measured
The grantee most central to the portfolio’s shape is Child and Family Services of Newport County; the most unlike its peers is Three Angels Fund. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

34 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 34 of the 68 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
34/34
Grantees still filing
21/34
Grew since first funded

Where the money sits, by cause and then by grantee

WCSU CAREER SUCCESS CENTER: $20,000 · OtherWCSU CAREER SUCCESS CENTERST AUGUSTIN'S CHURCH: $7,175 · OtherST AUGUSTIN'S CHURCHST AUGUSTIN CHURCH: $3,600 · OtherST AUGUSTIN CHURCHSISTERS OF THE HOLY FAMILY OF NAZARETH: $3,050 · OtherTRUSTEES OF TUFT COLLEGE: $2,750 · OtherST MARY'S CHURCH: $2,250 · OtherTHE WILLIAMS SCHOOL: $2,250 · Other+47 more: $25,270 · Other+47 moreHAITIAN HEALTH FOUNDATION: $43,000 · InternationalHAITIAN HEALTH FOUNDATIO…MARTIN LUTHER KING COMMUNITY CENTER INCORPORATED: $41,000 · Recreation & SportsMARTIN LUTHER KING COMM…Newport Hospital Foundation: $18,750 · HealthNewport Hosp…THREE ANGELS FUND: $1,000 · HealthNewport Hospital: $1,000 · Health+3 more: $1,250 · Health+3 moreBoys and Girls Clubs of Newport County Inc: $16,700 · Youth DevelopmentBoys and …BUTLER HOSPITAL FOUNDATION: $5,000 · PhilanthropyNEWPORT COUNTY REGIONAL YMCA: $1,500 · Human ServicesLIGHTBRIDGE HOSPICE COMMUNITY FOUNDATION: $1,000 · Human ServicesEdward King House Senior Center Inc: $650 · Human ServicesLOOKING UPWARDS INC: $250 · Human Services
Other$66,345International$43,000Recreation & Sports$41,000Health$22,000Youth Development$16,700Philanthropy$5,000Human Services$3,400

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHAITIAN HEALTH FOUNDATION: $43,000 over 3y, 0.1% of budgetMARTIN LUTHER KING COMMUNITY CENTER INCORPORATED: $41,000 over 3y, 0.4% of budgetNewport Hospital Foundation: $18,750 over 2y, 0.1% of budgetBoys and Girls Clubs of Newport County Inc: $16,700 over 3y, 0.1% of budgetBUTLER HOSPITAL FOUNDATION: $5,000 over 1y, 2.9% of budgetGIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND: $2,000 over 1y, 0.0% of budgetCHILD AND FAMILY SERVICES OF NEWPORT COUNTY: $2,000 over 2y, 0.0% of budgetST GEORGE'S SCHOOL: $2,000 over 2y, 0.0% of budgetROBERT POTTER LEAGUE FOR ANIMALS INC: $1,650 over 2y, 0.0% of budgetNEWPORT COUNTY REGIONAL YMCA: $1,500 over 2y, 0.0% of budgetLUCY'S HEARTH: $1,000 over 1y, 0.1% of budgetTHREE ANGELS FUND: $1,000 over 1y, 0.4% of budgetLIGHTBRIDGE HOSPICE COMMUNITY FOUNDATION: $1,000 over 2y, 0.3% of budgetTHE LEGACY THEATRE INC: $1,000 over 1y, 0.1% of budgetNewport Hospital: $1,000 over 1y, 0.0% of budgetNEWPORT FILM INC: $700 over 1y, 0.1% of budgetEdward King House Senior Center Inc: $650 over 1y, 0.2% of budgetBETH ISRAEL DEACONESS MEDICAL CENTER INC: $500 over 1y, 0.0% of budgetNATIONAL SAILING HALL OF FAME & MUSEUM INC: $500 over 1y, 0.0% of budgetNORWICH ARTS CENTER INC: $500 over 1y, 0.4% of budgetCITY HARVEST INC: $500 over 1y, 0.0% of budgetHOPE & MAIN: $500 over 1y, 0.0% of budgetFABNEWPORT INC: $500 over 2y, 0.0% of budgetINTERNATIONAL FESTIVALS & EVENTS ASSOCIATION INC: $500 over 1y, 0.1% of budgetThe Yellow Tulip Project: $500 over 1y, 0.1% of budgetTHE FLORIDA RECREATION & PARK ASSOCIATION INC: $350 over 1y, 0.0% of budgetLOOKING UPWARDS INC: $250 over 1y, 0.0% of budgetSARAH LAWRENCE COLLEGE: $250 over 1y, 0.0% of budgetSTEW LEONARD III WATER SAFETY FD INC: $250 over 1y, 0.0% of budgetSEAMEN'S CHURCH INSTITUTE OF NEWPORT: $250 over 1y, 0.1% of budgetRHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION: $250 over 1y, 0.0% of budgetVisiting Nurse Services of Newport and Bristol Counties Inc: $250 over 1y, 0.0% of budgetAddison County Home Health Hospice Inc: $250 over 1y, 0.0% of budgetGreen Oceans: $100 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Rhode Island Comm…Van Beuren Charitable…United Way of Rhode I…Ejmp Fund for Philant…Frederick Henry Princ…The Champlin Foundati…Gruben Charitable Fou…Alletta Morris McBean…Bazarsky Family Found…The Beacon FoundationBanknewport Charitabl…Centreville Savings B…
The Rhode Island Community FoundationRI35.7× affinity16 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Rhode Island Community Foundation · Van Beuren Charitable Foundation Inc · United Way of Rhode Island Inc · Ejmp Fund for Philanthropy · Frederick Henry Prince Testamentary Trust · The Champlin Foundation · Gruben Charitable Foundation · Alletta Morris McBean Charitable Trust · Bazarsky Family Foundation · The Beacon Foundation · Banknewport Charitable Foundation Inc · Centreville Savings Bank Charitable Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Joan V Winiarski & Teresa W Merrill Revocable Trust funds: left to right is the share of its income from government, bottom to top the share from Joan V Winiarski & Teresa W Merrill Revocable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 6%
  • Norwich Arts Center Inc: 86% of income from government
  • Beth Israel Deaconess Medical Center Inc: 6% of income from government
  • Addison County Home Health Hospice Inc: 1% of income from government
  • The Legacy Theatre Inc: 1% of income from government
no gov moneyreceives it· size = income
2get no government money at all
12report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 68 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Joan V Winiarski & Teresa W Merrill Revocable’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home