Horace Wells Trust Fund
Horace Wells Trust Fund is a private foundation, based in WEST HARTFORD, CT. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $187K in total assets. In 2022, it awarded 13 grants totaling $19K. Net investment income was $8K.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
$187K
-5.3% YoY
Annual Giving
$19K
+35.7% YoY
Grant Count
13
+85.7% YoY
Avg Grant Size
$1K
-26.9% YoY
Under IRS private-foundation payout rules, Horace Wells Trust Fund reported a distributable amount of $22K for 2022 — the minimum it must pay out in qualifying distributions.
About Horace Wells Trust Fund
Based on IRS filings
Horace Wells Trust Fund is a private foundation, based in WEST HARTFORD, CT. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $187K in total assets. In 2022, it awarded 13 grants totaling $19K. Net investment income was $8K.
Ready to take the next step with Horace Wells Trust Fund?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | $186,842 | $197,338 | $206,771 |
| Revenue | $15,004 | $11,639 | $7,201 |
| Expenses | $25,500 | $21,072 | $19,158 |
| Qualifying Distributions | $23,227 | — | — |
| Net Investment Income | $8,217 | $7,203 | $7,225 |
| Distributable Amount | $21,752 | $20,556 | $16,465 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2022
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Bushnell Park Foundation ($5,000), Taylor Bradshaw ($3,000), Brian Legato ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BRIAN LEGATO FARMINGTON, CT | SCHOLARSHIP | $1,000 |
| BUSHNELL PARK FOUNDATION HARTFORD, CT | SCHOLARSHIP | $5,000 |
| CAITLYN DALY PORTLAND, ME | SCHOLARSHIP | $1,000 |
| CARLOS CARDENAS WATERBURY, CT | SCHOLARSHIP | $1,000 |
| EMILY EVERLITH PHILADELPHIA, PA | SCHOLARSHIP | $1,000 |
| JULIE BERENBLUM PHILADELPHIA, PA | SCHOLARSHIP | $1,000 |
| MATTHEW WIKMAN WEST HARTFORD, CT | SCHOLARSHIP | $1,000 |
| MAX EINBINDER FARMINGTON, CT | SCHOLARSHIP | $1,000 |
| MISHIL NANA WEST HARTFORD, CT | SCHOLARSHIP | $1,000 |
| SARA TAVAKOLI BOSTON, MA | SCHOLARSHIP | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JENNIFER LOWNEY | PRESIDENT | 1 | — |
| BRUCE NGHIEM DDS | DIRECTOR | 1 | — |
| CHRISTINE NIEKRASH DDS | DIRECTOR | 1 | — |
| JAMES NAYLOR DDS | DIRECTOR | 1 | — |
Frequently Asked Questions
How large is Horace Wells Trust Fund?
As of 2022, Horace Wells Trust Fund holds $187K in total assets with $15K in annual revenue. It awarded 13 grants totaling $19K in 2022.
Where does Horace Wells Trust Fund operate?
Horace Wells Trust Fund has awarded grants in Connecticut, District of Columbia, Massachusetts, Maine, Pennsylvania, Utah.
What size grants does Horace Wells Trust Fund award?
In 2022, Horace Wells Trust Fund awarded 13 grants totaling $19K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Horace Wells Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Horace Wells Trust Fund reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Horace Wells Trust Fund's EIN?
Horace Wells Trust Fund's EIN (Employer Identification Number) is 06-6037032. IRS Form 990 filing data is available on this page for 2020–2022.
Explore Open Grants
Browse active grant opportunities in Horace Wells Trust Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The James Mcmanus Fund of the Htfd Dental Society Inc
WEST HARTFORD, CT
Assets
$1.3M
Grants
5
Total Given
$76K
Ge Aerospace Foundation
NORWALK, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
American Savings Foundation Inc
NEW BRITAIN, CT
Assets
$98.1M
Grants
636
Total Given
$3.2M
Hartford Foundation for Public Giving
HARTFORD, CT
Assets
$1.2B
Grants
613
Total Given
$51.5M
Eversource Energy Foundation Inc
HARTFORD, CT
Assets
$12.5M
Grants
606
Total Given
$6.2M
The Community Foundation for Greater New
NEW HAVEN, CT
Assets
$627.4M
Grants
505
Total Given
$23.4M
Women's Business Development Council
STAMFORD, CT
Assets
$12.5M
Grants
470
Total Given
$8.6M
Fairfield County's Community Foundation
NORWALK, CT
Assets
$282.0M
Grants
445
Total Given
$23.5M
Viking Global Foundation Inc
STAMFORD, CT
Assets
$7.1M
Grants
423
Total Given
$3.6M
Ion Bank Foundation Inc
NAUGATUCK, CT
Assets
$14.8M
Grants
408
Total Given
$991K
Synchrony Foundation
STAMFORD, CT
Assets
$72.3M
Grants
394
Total Given
$20.5M
Knights of Columbus Charitable Fund Inc
NEW HAVEN, CT
Assets
$127.1M
Grants
358
Total Given
$77.1M
More Funders in Connecticut
Data last updated April 2026. Sourced from IRS Form 990-PF filings.