Fred W Wells Trust
Fred W Wells Trust is a private foundation, based in GREENFIELD, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 1 grants totaling $346K. Net investment income was $634K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.7M
+5.6% YoY
Annual Giving
$346K
+25.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$346K
+25.8% YoY
Under IRS private-foundation payout rules, Fred W Wells Trust reported a distributable amount of $286K for 2025 — the minimum it must pay out in qualifying distributions.
About Fred W Wells Trust
Based on IRS filings
Fred W Wells Trust is a private foundation, based in GREENFIELD, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 1 grants totaling $346K. Net investment income was $634K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,658,370 | $4,413,273 | $4,667,670 |
| Revenue | $638,985 | $86,299 | $774,948 |
| Expenses | $399,268 | $336,648 | $275,967 |
| Qualifying Distributions | $390,844 | $307,753 | $264,019 |
| Net Investment Income | $634,321 | $139,265 | $773,098 |
| Distributable Amount | $285,633 | $271,963 | $231,046 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Greenfield Savings Bank- Grants and ($345,794).
| Recipient | Purpose | Amount |
|---|---|---|
| GREENFIELD SAVINGS BANK- GRANTS AND GREENFIELD, MA | INDIVIDUAL EDUCATION SCHOLARSHIPS AND GRANTS | $345,794 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GREENFIELD SAVINGS BANK | AGENT FOR FIDUCIARY | 1 | $34,129 |
| DOT LYMAN | TRUSTEE | — | — |
| SUZANNE BISHOP | TRUSTEE | — | — |
| FRANK J CUTTING | TRUSTEE | — | — |
| ROY EMERSON | TRUSTEE | — | — |
| LOIS FELDMAN | TRUSTEE | — | — |
| KATE FRENCH | TRUSTEE | — | — |
| REBECCA FROST | TRUSTEE | — | — |
| DIANNE GRINNELL | TRUSTEE | — | — |
| CAROL LETSON | TRUSTEE | — | — |
| MARSHA PRATT | TRUSTEE | — | — |
| SUSAN SHAUGER | TRUSTEE | — | — |
| RONALD SICARD JR | TRUSTEE | — | — |
| SUZANNE TAYLOR | TRUSTEE | — | — |
| DANIEL F GRAVES ESQ | TRUSTEE | — | — |
| GRETCHEN LAW | TRUSTEE | — | — |
Frequently Asked Questions
How large is Fred W Wells Trust?
As of 2025, Fred W Wells Trust holds $4.7M in total assets with $639K in annual revenue. It awarded 1 grants totaling $346K in 2025.
Where does Fred W Wells Trust operate?
Fred W Wells Trust has awarded grants in Massachusetts.
What size grants does Fred W Wells Trust award?
In 2025, Fred W Wells Trust awarded 1 grants totaling $346K — an average of about $346K per grant, based on its IRS Form 990 filings.
How much is Fred W Wells Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Fred W Wells Trust reported a distributable amount of $286K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Fred W Wells Trust's EIN?
Fred W Wells Trust's EIN (Employer Identification Number) is 04-6412350. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Fred W Wells Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.