Funder DirectoryTHE WELLINGTON FUND
Back to directory

Private foundation (trust)EIN 866673760Est. 2021-07

THE WELLINGTON FUND

JOHNSTOWN, PA 15904

Total Assets

$5.6M

FY 2023

Annual Giving

$307K

FY 2023

Grants Made

18

FY 2023

Avg Grant

$17K

FY 2023

Grant Range

$500–$111K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$251K

Total Expenses

$358K

Qualifying Distributions

$307K

Distributable Amount

$275K

Min. Investment Return

$279K

Undistributed Income

$247K

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

18 grants

Grant sizes from minimum $500 through median $10K to maximum $111K, 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

2 years

Giving over time from 2022 to 2023. Peak $307K in 2023. Hover bars for details.

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

Top Recipients

20 grants

COMMUNITY FOUDATION FOR THE ALLEGHE
$116K
2 grants
THE LEARNING LAMP
$50K
3 grants
JOHNSTOWN CHRISTIAN SCHOOL
$26K
2 grants
BISHOP MCCORT HS
$20K
1 grant
SERRA CATHOLIC HC
$20K
1 grant
VCI
$20K
1 grant
COMMUNITY ARTS CENTER OF CC
$11K
2 grants
CATHOLIC CHARITIES
$10K
1 grant

Grant Size Distribution

20 grants

<$10K
14
grants
$10–50K
5
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Pennsylvania
$319K
100% of total

Ready to work on a proposal for THE WELLINGTON FUND?

Open a draft with this funder pre-selected. Add guidelines when you have them.

Draft an application for THE WELLINGTON FUND
Funder alerts

Track THE WELLINGTON FUND

Get an email when Grantivo has new data for THE WELLINGTON FUND, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.

Free. Unsubscribe anytime. Or create an account to draft an application.

THE WELLINGTON FUND — Grants, Financials & Contact | Grantivo