George Wells Foundation Ui
George Wells Foundation Ui is a private foundation based in Dallas, Texas. Its grant program supports educational, human services, and healthcare programs for underserved populations, with particular attention to organizations serving Southbridge, Massachusetts.
George Wells Foundation Ui at a glance
In short: George Wells Foundation Ui gave $216K across 17 grants in 2025 (avg $13K), mostly in Massachusetts. 24% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $215,900
- -1.0% vs 2024
- Grants made (2025)
- 17
- +13.3% vs 2024
- Average grant
- $12,700
- -12.6% vs 2024
- Median grant
- $10,000
- Total assets
- $4,749,630
- +4.6% vs 2024
- New grantees (estimate)
- 24% first-time grantees (4 of 17, 2025; small sample)
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to George Wells Foundation Ui
- How to Apply
-
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. It accepts written or verbal applications, with no restrictions on awards. The grant program identifies IRS-qualified 501(c)(3) public charities as eligible applicants.
- Review Cycle
- None, according to the 2024 filing.
- Deadline
- None, according to the 2024 filing.
- Contact
Application contact: Chelsea Craig
Mailing address: 101 E River Dr, East Hartford, CT 06108
Phone: (860) 244-4871
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from George Wells Foundation Ui
Who George Wells Foundation Ui funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Massachusetts Audubon Society Inc ($25K). Together the top 10 received $155K.
Grant Size Distribution
72 grants across all recorded years
The most common grant size was under $50K: 72 grants of 72 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Massachusetts. The grant program particularly identifies organizations serving Southbridge, Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Is George Wells Foundation Ui open to new grantees?
24%
first-time grantees, 2025
In 2025, 4 of 17 grantees (24%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $8K; repeat grants $14K. How we count
Medians: $8K first-time, $15K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $190K (2019) to $236K (2022). In 2025 it made 17 grants totaling $216K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Massachusetts Audubon Society Inc Lincoln, MA | Unrestricted General | $25,000 |
| Center of Hope Foundation Southbridge, MA | Unrestricted General | $20,000 |
| Tri-Valley Inc Dudley, MA | Unrestricted General | $20,000 |
| Massachusetts Adoption Resource Exchange Newton, MA | Unrestricted General | $15,000 |
| Open Sky Community Services Worcester, MA | Unrestricted General | $15,000 |
| The Ellie Fund Needham, MA | Unrestricted General | $15,000 |
| Second Chance Animal Services East Brookfield, MA | Unrestricted General | $15,000 |
| Literacy Volunteers of the Tri-Community Southbridge, MA | Unrestricted General | $10,000 |
| Catholic Charities of Worcester Worcester, MA | Unrestricted General | $10,000 |
| Girls Inc of Worcester Worcester, MA | Unrestricted General | $10,000 |
Ready to take the next step with George Wells Foundation Ui?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,749,630 | $521,657 | $315,761 | $215,900 | 17 | $257,861 | $472,362 | $276,354 |
| 2024 | $4,542,386 | $476,072 | $307,974 | $218,000 | 15 | $258,589 | $423,924 | $259,491 |
| 2023 | $4,379,049 | $149,379 | $283,531 | $205,500 | 14 | $241,584 | $93,160 | $251,833 |
| 2022 | $4,504,849 | $-118,252 | $337,747 | $235,543 | 13 | $272,337 | $52,590 | $248,390 |
| 2021 | $4,960,368 | $1,049,089 | $302,067 | $210,000 | 13 | $250,862 | $997,296 | $277,576 |
| 2020 | $4,208,206 | $369,854 | $267,611 | $190,000 | 12 | — | $331,257 | $235,890 |
| 2019 | $4,106,595 | $270,651 | $262,976 | $190,000 | 11 | — | $243,679 | $227,383 |
Under IRS private-foundation payout rules, George Wells Foundation Ui reported a distributable amount of $276K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s grant program describes its focus as supporting quality education, human services, and healthcare programs for underserved populations. It encourages requests for general operating and program support; small, program-related capital expenses may be included.
Examples of grantee missions illustrate the range of organizations it supports. Massachusetts Audubon Society says it works to protect Massachusetts nature for people and wildlife through education, land conservation, advocacy, research, and habitat stewardship. Tri-Valley says it assists eligible older residents with services intended to support independent living. Center of Hope Foundation says it provides people with disabilities and their families resources, services, and opportunities to participate in their communities. Open Sky Community Services describes services for adults with developmental and psychiatric disabilities.
Grantmaking
In 2025, the foundation reported 17 grants totaling $215,900. Grants ranged from $7,500 to $25,000, with a median of $10,000. The largest awards included $25,000 to Massachusetts Audubon Society; $20,000 each to Center of Hope Foundation and Tri-Valley; and $15,000 each to Massachusetts Adoption Resource Exchange, Open Sky Community Services, The Ellie Fund, and Second Chance Animal Services. The listed purposes for these grants were unrestricted general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
George Wells Foundation Ui's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$64K (2021) → $68K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $68K, to Bank of America (Trustee).
Frequently asked questions about George Wells Foundation Ui
How much does George Wells Foundation Ui give each year?
George Wells Foundation Ui gave $216K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $218K across 15 grants.
What is George Wells Foundation Ui's typical grant size?
George Wells Foundation Ui's median grant in 2025 was $10,000, and its average grant was $12,700, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from George Wells Foundation Ui that year got $8K on average.
Where does George Wells Foundation Ui give grants?
George Wells Foundation Ui gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Worcester, MA (3 grants), Southbridge, MA (2 grants) and Rutland, MA (2 grants).
Does George Wells Foundation Ui give general operating support?
Yes: 100% of George Wells Foundation Ui's 2025 grants with a stated purpose (17 of 17) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are George Wells Foundation Ui's largest grantees?
George Wells Foundation Ui's largest 2025 grantees include Massachusetts Audubon Society Inc ($25,000), Center of Hope Foundation ($20,000) and Tri-Valley Inc ($20,000), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is George Wells Foundation Ui?
George Wells Foundation Ui reported $4.7M in total assets on its 2025 IRS Form 990-PF. It paid out $258K in qualifying distributions that year, against a required minimum of $276K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does George Wells Foundation Ui fund?
The foundation’s grant program describes its focus as supporting quality education, human services, and healthcare programs for underserved populations. It encourages requests for general operating and program support; small, program-related capital expenses may be included. See mission & focus areas ↑
How do I apply for a grant from George Wells Foundation Ui?
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is George Wells Foundation Ui's EIN?
George Wells Foundation Ui's EIN (Employer Identification Number) is 04-6038039. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). George Wells Foundation Ui funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/george-wells-foundation-ui-morg_8fd2e7f3ce7249d4af994767102241a2
BibTeX
@misc{grantable_046038039_2026,
author = {{Grantable}},
title = {{George Wells Foundation Ui funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/george-wells-foundation-ui-morg_8fd2e7f3ce7249d4af994767102241a2},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from George Wells Foundation Ui's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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