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.
Key facts about Horace Wells Trust Fund
- EIN
- 06-6037032
- Latest 990 filing
- Form 990-PF, 2022
- Annual giving (2022)
- $19,000
- Grants made (2022)
- 13
- Average grant
- $1,462
- Median grant
- $1,000
- Total assets
- $186,842
- Primary geography
- Connecticut (53% of itemized 2022 grant dollars)
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Horace Wells Trust Fund funds
By grant dollars, the top recipient states for Horace Wells Trust Fund's 13 itemized 2022 grants were Connecticut (53%), Massachusetts (26%) and Pennsylvania (16%). The most frequent recipient cities were Philadelphia, PA (3 grants), Farmington, CT (2 grants), West Hartford, CT (2 grants) and Boston, MA (2 grants). None of its 13 grants with a stated purpose were described as general or operating support. Recurring purposes include "Scholarship" (12 grants).
How Horace Wells Trust Fund gives
- In 2022 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Horace Wells Trust Fund
- How to evaluate Horace Wells Trust Fund as a funder
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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
Share of all 13 itemized 2022 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
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 recipients include Bushnell Park Foundation ($5,000), Taylor Bradshaw ($3,000), Brian Legato ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BUSHNELL PARK FOUNDATION Hartford, CT | SCHOLARSHIP | $5,000 |
| TAYLOR BRADSHAW Roxbury, MA | SCHOLARSHIP | $3,000 |
| BRIAN LEGATO Farmington, CT | SCHOLARSHIP | $1,000 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2022 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.