Joann & Kenneth Wellner Foundation Inc

Private foundation · Grantmaker New York, NY EIN: 20-5354238

Joann & Kenneth Wellner Foundation Inc is a private foundation based in New York, New York. Its 2024 filing reports 10 grants totaling $50,000, all described as educational or educational and job-readiness support. Its 2025 filing, the latest on this page, reports 2 grants totaling $20,000.

Joann & Kenneth Wellner Foundation Inc at a glance

In short: Joann & Kenneth Wellner Foundation Inc gave $20K across 2 grants in 2025 (avg $10K), mostly in Kansas. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$20,000
-60.0% vs 2024
Grants made (2025)
2
-80.0% vs 2024
Average grant
$10,000
+100.0% vs 2024
Median grant
$10,000
Total assets
$552,658
+4.5% vs 2024
Primary geography
Kansas (50% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated November 2026.

How to apply to Joann & Kenneth Wellner Foundation Inc

How to Apply

Submit a written request with full background information. The filing states that the foundation does not restrict giving to preselected organizations and that awards have no restrictions.

Contact

Application contact: Joann Wellner
Mailing address: 351 East 83Rd Street, New York, NY 10024
Phone: (212) 628-0560

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Joann & Kenneth Wellner Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Eisenhower Foundation: $10KEisenhower Foundation$10KPalm Springs International Piano: $10KPalm Springs InternationalPiano$10K

The largest 2025 recipient was Eisenhower Foundation ($10K). Together the top 2 received $20K.

Grant Size Distribution

14 grants across all recorded years

13<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 14 (93%).

Geographic Focus

Where this funder awards grants

The 2024 grant dollars went to recipients in California (45%), Kansas (30%), Massachusetts (20%), New York (4%), and Connecticut (1%).

Grant Distribution by State

5states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

Palm SpringsNew YorkAbilenePalm DesertBostonCathedral CitySherman

How Joann & Kenneth Wellner Foundation Inc gives

  • Giving fell 71% from 2022 to 2025. Method
  • In 2025 it paid out 64% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K0 grants2020 1 grant2021 1 grant2022 0 grants2023 10 grants2024 2 grants2025

From 2021 to 2025, annual grant giving ranged from $20K (2025) to $70K (2022). In 2025 it made 2 grants totaling $20K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Eisenhower Foundation Abilene, KSEducational$10,000
Palm Springs International Piano Palm Springs, CAEducational$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$552,658$47,782$21,971$20,0002$20,071$46,152$31,264
2024$528,734$35,018$51,454$50,00010$50,054$35,018$28,340
2023$543,649$23,780$2,023——$51$23,780$27,061
2022$521,892$23,647$70,834$70,0001$70,834$23,647$29,799
2021$569,079$47,662$36,748$35,0001$36,747$47,662$33,576
2020$558,165$29,534$2,659———$28,659$28,602

Under IRS private-foundation payout rules, Joann & Kenneth Wellner Foundation Inc reported a distributable amount of $31K 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

No mission statement for the foundation is provided. Its 2024 grants supported organizations in education, arts and culture, libraries, and job readiness, based on the purposes listed for those grants.

Among the grantees, Palm Springs International Piano describes its mission as engaging and educating the community through classical piano performances, competitions, and education outreach for all ages. The Lotos Foundation describes its purpose as promoting and developing fields including literature, art, music, drama, science, and the learned professions.

Grantmaking

In 2024, the foundation gave $50,000 through 10 grants. Grant amounts ranged from $500 to $15,000, with a median of $1,500. The largest grants were $15,000 to the Eisenhower Foundation, $14,000 to Palm Springs International Piano, and $10,000 to Tufts University School of Medicine. Other listed grants included $5,000 to CV Rep Theater, $2,000 to Palm Springs Friends of Library, and $1,000 each to the Foundation for Palm Spring UDS, the Lotos Foundation, and Covenant House. Its 2025 filing, the latest on this page, reports 2 grants totaling $20,000.

The 2024 filing says to apply in writing with full background information. It names Joann Wellner as the contact for applications and states that awards have no restrictions.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Joann G. Wellner as president and Margaret Byrne and Betty Robbins as trustees.

Joann & Kenneth Wellner Foundation Inc is led by Joann G. Wellner, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Joann G. Wellner

    President

    On filings since 2020

    No compensation reported

  • Betty Robbins

    Trustee

    On filings since 2020

    No compensation reported

  • Margaret Byrne

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Joann & Kenneth Wellner Foundation Inc

How much does Joann & Kenneth Wellner Foundation Inc give each year?

Joann & Kenneth Wellner Foundation Inc gave $20K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 10 grants.

How large is Joann & Kenneth Wellner Foundation Inc?

Joann & Kenneth Wellner Foundation Inc reported $553K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $31K (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 Joann & Kenneth Wellner Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants supported organizations in education, arts and culture, libraries, and job readiness, based on the purposes listed for those grants. See mission & focus areas ↑

How do I apply for a grant from Joann & Kenneth Wellner Foundation Inc?

Submit a written request with full background information. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Joann & Kenneth Wellner Foundation Inc make grants?

The 2024 grant dollars went to recipients in California (45%), Kansas (30%), Massachusetts (20%), New York (4%), and Connecticut (1%).

What is Joann & Kenneth Wellner Foundation Inc's EIN?

Joann & Kenneth Wellner Foundation Inc's EIN (Employer Identification Number) is 20-5354238. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS September 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Live grants for the work Joann & Kenneth Wellner Foundation Inc funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Joann & Kenneth Wellner Foundation Inc'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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