Funder DirectoryJULIA O WELLS MEMORIAL EDUCATION
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Private foundation (trust)EIN 222921430Est. 1989-05

JULIA O WELLS MEMORIAL EDUCATION

LATHAM, NY 12110

Total Assets

$2.7M

FY 2024

Annual Giving

$135K

FY 2024

Grants Made

39

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$1K–$39K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$192K

Total Expenses

$199K

Qualifying Distributions

$170K

Distributable Amount

$128K

Min. Investment Return

$130K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

39 grants

Grant sizes from minimum $1K through median $1K to maximum $39K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $137K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

258 grants

THE SAGE COLLEGE
$130K
4 grants
THE SAGE COLLEGES
$116K
3 grants
SUNY POLY
$78K
4 grants
SUNY POLYTECHNIC INSTITUTE
$66K
3 grants
ALBANY MEMORIAL FOUNDATION
$60K
2 grants
EXCELSIOR COLLEGE
$56K
7 grants
SIENA COLLEGE
$51K
7 grants
EMPIRE STATE COLLEGE
$45K
7 grants

Grant Size Distribution

258 grants

<$10K
241
grants
$10–50K
17
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

New York
$840K
99% of total
New Hampshire
$6K
1% of total

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JULIA O WELLS MEMORIAL EDUCATION — Grants, Financials & Contact | Grantivo