Funder DirectoryWELLNER FAMILY COMMUNITY TRUST BB TTEE
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Private foundation (trust)EIN 061468789Est. 1997-01

WELLNER FAMILY COMMUNITY TRUST BB TTEE

LENOX, MA 01240

Total Assets

$741K

FY 2023

Annual Giving

$25K

FY 2023

Grants Made

10

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$1K–$4K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$16K

Total Expenses

$44K

Qualifying Distributions

$31K

Distributable Amount

$35K

Min. Investment Return

$35K

Undistributed Income

$30K

Payout rate 90%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.90%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $1K through median $3K to maximum $4K, 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

5 years

Giving over time from 2018 to 2023. Peak $37K in 2022. Hover bars for details.

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

Top Recipients

47 grants

GREER ADULT DAY CARE
$22K
3 grants
THE CANAAN FIRE COMPANY
$21K
5 grants
NORTH CANAAN SOCIAL SERVICES
$15K
5 grants
CANAAN RAILROAD HISTORICAL SOCIETY
$14K
5 grants
THE DOUGLAS LIBRARY
$12K
5 grants
FISHES & LOAVES FOOD PANTRY
$12K
5 grants
CANAAN COMMUNITY TRUST
$11K
5 grants
CANAAN CHILD CARE CENTER
$11K
4 grants

Grant Size Distribution

47 grants

<$10K
46
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Connecticut
$134K
92% of total
Massachusetts
$12K
8% of total

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WELLNER FAMILY COMMUNITY TRUST BB TTEE — Grants, Financials & Contact | Grantivo