Julia O Wells Memorial Education

Private foundation · Grantmaker Latham, NY EIN: 22-2921430

JULIA O WELLS MEMORIAL EDUCATION is a private foundation based in Latham, New York. It supports the advancement of the nursing profession and educational opportunities for nurses and nursing students through assistance that includes scholarships, grants, loans, and sponsorship of programs, individuals, and organizations.

Key facts about Julia O Wells Memorial Education

In short: Julia O Wells Memorial Education gave $133K across 37 grants in 2025 (avg $4K), mostly in New York. 68% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
22-2921430
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$133,000
Grants made (2025)
37
Average grant
$3,595
Median grant
$1,000
New grantees (estimate)
68% first-time grantees (25 of 37, 2025)
Total assets
$2,805,395
Primary geography
New York (98% of itemized 2025 grant dollars)
Deadline
N/A.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.8M

+4.9% YoY

Annual Giving

$133K

-1.1% YoY

Grant Count

37

-5.1% YoY

Avg Grant Size

$4K

+4.2% YoY

Under IRS private-foundation payout rules, Julia O Wells Memorial Education reported a distributable amount of $134K for 2025 — the minimum it must pay out in qualifying distributions.

Is Julia O Wells Memorial Education open to new grantees?

68%

first-time grantees, 2025

In 2025, 25 of 37 grantees (68%) were first-time recipients. First grants averaged $1K; repeat grants $8K. How we count

Medians: $1K first-time, $2K repeat.

  • 32% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+2%). Method
  • In 2025 it paid out 126% of its IRS minimum distribution (the 5% rule). 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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s stated purpose is to advance the nursing profession and educational opportunities for nurses and nursing students. It provides assistance through scholarships, grants, loans, and sponsorship of programs, individuals, and organizations.

Its 2024 college-grant recipients included Maria College, a four-year private accredited college whose degree programs are registered with New York State, according to the college’s stated mission. Pace University describes its mission as educating “thinking professionals” who positively impact society. Southern New Hampshire University’s Student Government Association describes its purpose as promoting students’ interests, protecting their rights, and giving them a voice in university policy and operations.

Grantmaking

In 2024, the foundation reported 39 grants totaling $134,500. Grants ranged from $1,000 to $38,500, with a median of $1,000. The largest awards included $38,500 to The Sage Colleges, $26,500 to SUNY Polytechnic Institute, $10,000 to Excelsior College, and $9,000 to Siena College. Each was listed as a college grant.

Review Cycle

N/A.

Your AI grants department

Ready to take the next step with Julia O Wells Memorial Education?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

In 2024, 99% of grant dollars went to recipients in New York and 1% to recipients in New Hampshire.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 37 itemized grants.

Cities

AlbanyTroySchenectadyLoudonvilleCohoesAlfredAverill ParkBallston SpaBurnt HillsClifton ParkDelhiLathamNew YorkNiskayunaPlattsburghSaratoga SpringsScotiaStony BrookCastletononhudsonDelmar

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K38 grants2019 33 grants2020 34 grants2021 36 grants2022 41 grants2023 39 grants2024 37 grants2025

From 2019 to 2025, annual grant giving ranged from $109K (2019) to $137K (2023). In 2025 it made 37 grants totaling $133K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

The Sage Colleges: $39KThe Sage Colleges$39KSUNY Polytechnic Institute: $27KSUNY Polytechnic Institute$27KExcelsior College: $10KExcelsior College$10KSiena University: $9KSiena University$9KEmpire State College: $8KEmpire State College$8KMaria College: $7KMaria College$7KSUNY Delhi: $3KSUNY Delhi$3KSouthern New Hampshire University: $2KSouthern New HampshireUniversity$2KSUNY Plattsburgh: $2KSUNY Plattsburgh$2KUtica College: $2KUtica College$2K

The largest 2025 recipient was The Sage Colleges ($39K). Together the top 10 received $106K.

Grant Size Distribution

187 grants across all recorded years

187<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 187 grants of 187 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Sage Colleges Troy, NYCollege Grant$38,500
SUNY Polytechnic Institute Albany, NYCollege Grant$26,500
Excelsior College Albany, NYCollege Grant$10,000
Siena University Loudonville, NYCollege Grant$9,000
Empire State College Saratoga Springs, NYCollege Grant$7,500
Maria College Albany, NYCollege Grant$6,500
SUNY Delhi Delhi, NYCollege Grant$2,500
Southern New Hampshire University Manchester, NHCollege Grant$2,000
SUNY Plattsburgh Plattsburgh, NYCollege Grant$1,500
Utica College Utica, NYCollege Grant$1,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $2,674,338 $191,931 $198,722 $134,500
2023 $2,617,298 $121,281 $182,713 $136,500
2022 $2,675,794 $655,470 $189,159 $130,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,805,395$2,674,338$2,617,298
Revenue$117,991$191,931$121,281
Expenses$196,326$198,722$182,713
Qualifying Distributions$168,549$169,876$170,251
Net Investment Income$91,852$161,585$109,091
Distributable Amount$133,661$128,055$128,826

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Kathleen Bagley Santarcangelo as president, Arthur F Young Jr as investment officer, Christine M Ball as vice president, and Cheryl B Fitzpatrick as treasurer. Amy Shaver is listed as secretary. Board members are Bonita Bazyk, Shannon Mills, Ronald Vero, Carol Rosney, and Heidi Neil.

Julia O Wells Memorial Education is led by Kathleen Bagley Santarcangelo, President on every filing since 2019; none of the 10 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Kathleen Bagley Santarcangelo

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Amy Shaver

    Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

  • Bonita Bazyk

    Board Member

    On filings since 2019

    1 hr/week

    No compensation reported

  • Carol Rosney

    Board Member

    On filings since 2019

    1 hr/week

    No compensation reported

  • Cheryl B. Fitzpatrick

    Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Christine M. Ball

    Vice President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Debi Condon

    Executive Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

  • Ronald Vero

    Board Member

    On filings since 2019

    1 hr/week

    No compensation reported

  • Heidi Neil

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

  • Shannon Mills

    Board Member

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: Arthur F. Young Jr. (2019–2024) — Investment Officer
  • Former: Kathleen A. Kennedy (2019–2022) — Board Member
  • Former: Linnea Jatulis (2019–2021) — Board Member
  • Former: I. Michael Flaum (2019) — Board Member

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.

Contact

Application contact: Academy Of The Holy Names
Mailing address: 1075 New Scotland Rd, Albany, NY 12208
Phone: (518) 438-7895

Frequently asked questions about Julia O Wells Memorial Education

How much does Julia O Wells Memorial Education give each year?

Julia O Wells Memorial Education gave $133K across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 39 grants.

What is Julia O Wells Memorial Education's typical grant size?

Julia O Wells Memorial Education's median grant in 2025 was $1,000, and its average grant was $3,595, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Julia O Wells Memorial Education that year got $1K on average.

Where does Julia O Wells Memorial Education give grants?

Julia O Wells Memorial Education gives mostly in New York: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Albany, NY (6 grants), Troy, NY (4 grants) and Cohoes, NY (2 grants).

Does Julia O Wells Memorial Education give general operating support?

Not in 2025: none of the 37 grants with a stated purpose on Julia O Wells Memorial Education's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "High School Award" (24 grants) and "College Grant" (13 grants).

Who are Julia O Wells Memorial Education's largest grantees?

Julia O Wells Memorial Education's largest 2025 grantees include The Sage Colleges ($38,500), SUNY Polytechnic Institute ($26,500) and Excelsior College ($10,000), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.

How large is Julia O Wells Memorial Education?

Julia O Wells Memorial Education reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $169K in qualifying distributions that year, against a required minimum of $134K (roughly 5% of its investment assets).

What does Julia O Wells Memorial Education fund?

The foundation’s stated purpose is to advance the nursing profession and educational opportunities for nurses and nursing students. It provides assistance through scholarships, grants, loans, and sponsorship of programs, individuals, and organizations. See mission & focus areas ↑

How do I apply for a grant from Julia O Wells Memorial Education?

Julia O Wells Memorial Education has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

What is Julia O Wells Memorial Education's EIN?

Julia O Wells Memorial Education's EIN (Employer Identification Number) is 22-2921430. IRS Form 990 filing data is available on this page for 2019–2025.

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

Your AI grants department

Here's the math on researching Julia O Wells Memorial Education by hand.

Explore Open Grants

Browse active grant opportunities in Julia O Wells Memorial Education's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Capital District Physicians' Health Plan Inc

Latham, NY

Through its affiliated Foundation, Capital District Physicians’ Health supports health care access, community health and wellness, social services, education, and cultural arts, with priority given to projects addressing barriers to care. Its 2024 filing lists a $60,000 grant, but typical award amounts are not stated; support is for communities in its service area in New York. The Foundation considers funding inquiries from eligible 501(c)(3) organizations.

Assets

$530.3M

Grants

2

Total Given

$90K

The Dominic Ferraioli Foundation

Gloversville, NY

Assets

$4.1M

Grants

7

Total Given

$162K

Grant Thornton Foundation

Chicago, IL

In 2024, the Grant Thornton Foundation funded general support, educational institutions, and disaster relief, awarding 10 grants of $1,575 to $41,450 (median $19,060). It is based in Chicago, with 2024 grants concentrated in California, Arizona, and Florida. The foundation gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$224K

Grants

10

Total Given

$181K

Eleanor Dillenbeck Scholarship

Williston, VT

This foundation funds scholarships for graduates of Montgomery County, New York, high schools who study art or history. Recent awards ranged from $6,000 to $14,000, with a median of about $10,333, and most funding went to New York recipients. Students should apply through their high school guidance department; the profile does not state whether unsolicited requests are accepted.

Assets

$2.0M

Grants

11

Total Given

$103K

IBM International Foundation

Armonk, NY

The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$357.7M

Grants

16

Total Given

$11.7M

Keybank Community Trust Ta

Brooklyn, OH

KEYBANK COMMUNITY TRUST TA funds post-secondary scholarships for eligible residents of KeyBank’s current banking districts in New York, primarily through colleges and college-affiliated organizations. Its 2025 grants ranged from $1,500 to $15,000, with a median of $3,000. It has no application forms or materials; the committee determines recipients.

Assets

$2.4M

Grants

19

Total Given

$74K

The John and Kellyanne Murray

Troy, NY

The foundation supports education, health and disability services, and community-service organizations, primarily in New York. Its 2025 grants ranged from $300 to $35,200, with a median of $2,250. It accepts requests by letter with supporting attachments; the filing lists no deadlines.

Assets

$1.7M

Grants

24

Total Given

$120K

Tr Uw Rachel Fiero Clarke up 12

Brooklyn, OH

The foundation funds scholarships at colleges and universities, with applicants required to be graduates of Catskill High School. Its 2025 grants ranged from $1,500 to $7,500, typically $3,000, and mostly went to New York recipients, with awards also reaching several other states. It accepts written applications by April 15.

Assets

$1.3M

Grants

29

Total Given

$104K

Mathematical Association of America Inc

Washington, DC

MAA supports mathematics enrichment for middle and high school students, efforts to encourage girls and underrepresented students to pursue mathematics, and professional development for middle school math teachers. Its 2024 grants had a median of $6,000 and ranged from $5,325 to $33,389; its programs serve recipients across multiple states. The profile does not state whether unsolicited requests are accepted.

Assets

$37.2M

Grants

31

Total Given

$291K

Carl E Touhey Foundation

Albany, NY

The foundation supports New York organizations working in healthcare, affordable housing and homeownership, youth development, community services, and food security. In 2024, grants ranged from $5,000 to $619,000, with a median of $100,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$37.2M

Grants

44

Total Given

$5.9M

The Donald F & Edna G Bishop

Binghamton, NY

The foundation primarily supports colleges and universities through scholarship awards, with 2025 grants ranging from $688 to $68,800 and a median grant of $16,942. Most 2025 funding went to New York, with additional grants reported in Alabama, Massachusetts, and Pennsylvania. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$15.7M

Grants

48

Total Given

$1.0M

The Troy Savings Bank Charitable Fo

Troy, NY

The foundation funds community development, youth development, and arts initiatives, including operating support for eligible nonprofits. In 2025, grants ranged from $250 to $478,250, with a median of $3,264, and went to New York recipients; eligibility is limited to nonprofits in certain New York counties, which are not named. A grant application is available upon request, and no deadline is stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$11.2M

Grants

59

Total Given

$875K

More Funders in New York

Julia O Wells Memorial Education down — hundreds of funders to go?

Want AI to do this for you?