Fred W Wells Trust

GREENFIELD, MA EIN: 04-6412350

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

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.

Ready to take the next step with Fred W Wells Trust?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Greenfield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$213K$426K$639K$852K20212022202320242025
Metric202520242023
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

$0$86K$173K$259K$346K1 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

GREENFIELD SAVINGS BANK-…$346K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K1$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

GREENFIELD SAVINGS B…AGENT FOR FIDUCIARY$34K

From 2025 filing

NameTitleHoursCompensation
GREENFIELD SAVINGS BANKAGENT FOR FIDUCIARY1$34,129
DOT LYMANTRUSTEE
SUZANNE BISHOPTRUSTEE
FRANK J CUTTINGTRUSTEE
ROY EMERSONTRUSTEE
LOIS FELDMANTRUSTEE
KATE FRENCHTRUSTEE
REBECCA FROSTTRUSTEE
DIANNE GRINNELLTRUSTEE
CAROL LETSONTRUSTEE
MARSHA PRATTTRUSTEE
SUSAN SHAUGERTRUSTEE
RONALD SICARD JRTRUSTEE
SUZANNE TAYLORTRUSTEE
DANIEL F GRAVES ESQTRUSTEE
GRETCHEN LAWTRUSTEE

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Fred W Wells Trust on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities