Joann & Kenneth Wellner Foundation Inc
Joann & Kenneth Wellner Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $529K in total assets. In 2024, it awarded 10 grants totaling $50K. Net investment income was $35K.
Key facts about Joann & Kenneth Wellner Foundation Inc
- EIN
- 20-5354238
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $50,000
- Grants made (2024)
- 10
- Average grant
- $5,000
- Median grant
- $1,500
- Total assets
- $528,734
- Primary geography
- California (45% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Joann & Kenneth Wellner Foundation Inc funds
By grant dollars, the top recipient states for Joann & Kenneth Wellner Foundation Inc's 10 itemized 2024 grants were California (45%), Kansas (30%) and Massachusetts (20%). The most frequent recipient cities were Palm Springs, CA (3 grants) and New York, NY (2 grants). None of its 10 grants with a stated purpose were described as general or operating support. Recurring purposes include "Educational" (9 grants).
How Joann & Kenneth Wellner Foundation Inc gives
- Giving grew 43% from 2021 to 2024. Method
- In 2024 it paid out 177% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Joann & Kenneth Wellner Foundation Inc
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$529K
-2.7% YoY
Annual Giving
$50K
Grant Count
10
Avg Grant Size
$5K
Under IRS private-foundation payout rules, Joann & Kenneth Wellner Foundation Inc reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
About Joann & Kenneth Wellner Foundation Inc
Based on IRS filings
Joann & Kenneth Wellner Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $529K in total assets. In 2024, it awarded 10 grants totaling $50K. Net investment income was $35K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $528,734 | $543,649 | $521,892 |
| Revenue | $35,018 | $23,780 | $23,647 |
| Expenses | $51,454 | $2,023 | $70,834 |
| Qualifying Distributions | $50,054 | $51 | $70,834 |
| Net Investment Income | $35,018 | $23,780 | $23,647 |
| Distributable Amount | $28,340 | $27,061 | $29,799 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Eisenhower Foundation ($15,000), Palm Springs International Piano ($14,000), Tufts University School of Medicine ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EISENHOWER FOUNDATION Abilene, KS | EDUCATIONAL | $15,000 |
| PALM SPRINGS INTERNATIONAL PIANO Palm Springs, CA | EDUCATIONAL | $14,000 |
| TUFTS UNIVERSITY SCHOOL OF MEDICINE Boston, MA | EDUCATIONAL | $10,000 |
| CV REP THEATER Cathedral City, CA | EDUCATIONAL | $5,000 |
| PALM SPRINGS FRIENDS OF LIBRARY Palm Springs, CA | EDUCATIONAL | $2,000 |
| THE FOUNDATION FOR PALM SPRING UDS Palm Springs, CA | EDUCATIONAL | $1,000 |
| THE LOTOS FOUNDATION New York, NY | EDUCATIONAL | $1,000 |
| COVENANT HOUSE New York, NY | EDUCATIONAL AND JOB READINESS | $1,000 |
| FRIENDS OF THE COD LIBRARY Palm Desert, CA | EDUCATIONAL | $500 |
| THE SHERMAN CT LIBRARY Sherman, CT | EDUCATIONAL | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Joann G Wellner | President | — | — |
| Margaret Byrne | Trustee | — | — |
| Betty Robbins | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joann & Kenneth Wellner Foundation Inc?
Joann & Kenneth Wellner Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in New York, NY. It holds $529K in total assets as of 2024.
How large is Joann & Kenneth Wellner Foundation Inc?
As of 2024, Joann & Kenneth Wellner Foundation Inc holds $529K in total assets with $35K in annual revenue. It awarded 10 grants totaling $50K in 2024.
Where does Joann & Kenneth Wellner Foundation Inc operate?
Joann & Kenneth Wellner Foundation Inc has awarded grants in California, Connecticut, Kansas, Massachusetts, New York.
What size grants does Joann & Kenneth Wellner Foundation Inc award?
In 2024, Joann & Kenneth Wellner Foundation Inc awarded 10 grants totaling $50K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Joann & Kenneth Wellner Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joann & Kenneth Wellner Foundation Inc reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.