Julia O Wells Memorial Education
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.
Julia O Wells Memorial Education at a glance
In short: Julia O Wells Memorial Education gave $133K across 37 grants in 2025 (avg $4K), mostly in New York. 76% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $133,000
- -1.1% vs 2024
- Grants made (2025)
- 37
- -5.1% vs 2024
- Average grant
- $3,595
- +4.2% vs 2024
- Median grant
- $1,000
- Total assets
- $2,805,395
- +4.9% vs 2024
- New grantees (estimate)
- 76% first-time grantees (25 of 33, 2025)
- Primary geography
- New York (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Julia O Wells Memorial Education
- Contact
Application contact: Academy Of The Holy Names
Mailing address: 1075 New Scotland Rd, Albany, NY 12208
Phone: (518) 438-7895
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Julia O Wells Memorial Education funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Sage Colleges ($39K). Together the top 10 received $103K.
Organizations only. It also paid 5 grants to individuals ($8,000), which are not listed by name.
Grant Size Distribution
187 grants across all recorded years
The most common grant size was under $50K: 187 grants of 187 (100%).
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
Share of 2025 grant dollars across all 37 itemized grants.
States
Cities
Is Julia O Wells Memorial Education open to new grantees?
76%
first-time grantees, 2025
In 2025, 25 of 33 grantees (76%) were first-time recipients. First grants averaged $1K; repeat grants $12K. How we count
Medians: $1K first-time, $8K repeat.
- 24% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $109K (2019) to $137K (2023). In 2025 it made 37 grants totaling $133K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Sage Colleges Troy, NY | College Grant | $38,500 |
| SUNY Polytechnic Institute Albany, NY | College Grant | $26,500 |
| Excelsior College Albany, NY | College Grant | $10,000 |
| Siena University Loudonville, NY | College Grant | $9,000 |
| Empire State College Saratoga Springs, NY | College Grant | $7,500 |
| Maria College Albany, NY | College Grant | $6,500 |
| 5 grants to individuals Recipients not named | — | $8,000 |
| Utica College Utica, NY | College Grant | $1,500 |
| Sarah Bova - Cohoes Kkaward Cohoes, NY | High School Award | $1,500 |
| Pace University New York, NY | College Grant | $1,000 |
Ready to take the next step with Julia O Wells Memorial Education?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,805,395 | $117,991 | $196,326 | $133,000 | 37 | $168,549 | $91,852 | $133,661 |
| 2024 | $2,674,338 | $191,931 | $198,722 | $134,500 | 39 | $169,876 | $161,585 | $128,055 |
| 2023 | $2,617,298 | $121,281 | $182,713 | $136,500 | 41 | $170,251 | $109,091 | $128,826 |
| 2022 | $2,675,794 | $655,470 | $189,159 | $130,500 | 36 | $164,233 | $620,544 | $133,620 |
| 2021 | $3,100,702 | $207,758 | $164,616 | $114,100 | 34 | $139,219 | $172,361 | $137,982 |
| 2020 | $2,599,943 | $90,516 | $155,369 | $112,600 | 33 | — | $87,161 | $128,368 |
| 2019 | $2,662,174 | $119,619 | $156,221 | $109,100 | 38 | — | $94,370 | $121,836 |
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.
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. An individual recipient 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. Its 2025 filing, the latest on this page, reports 37 grants totaling $133,000.
The foundation states that it does not restrict giving to preselected organizations. Applications should be made directly to each participating institution from which assistance is requested. The filing lists the Academy of the an individual recipient as the contact. Individual recipients are selected by each participating institution.
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.
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. It also paid 5 grants to individuals ($8,000), which are not listed by name. 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.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 16, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Julia O Wells Memorial Education funds
Education Open opportunities, soonest deadline first.
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.
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
More similar funders
More Funders in New York
Cite this profile
Grantable. (2026). Julia O Wells Memorial Education funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/julia-o-wells-memorial-education-morg_387ce6084f3f453aa405a022210df56b
BibTeX
@misc{grantable_222921430_2026,
author = {{Grantable}},
title = {{Julia O Wells Memorial Education funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/julia-o-wells-memorial-education-morg_387ce6084f3f453aa405a022210df56b},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Julia O Wells Memorial Education'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.
Julia O Wells Memorial Education down — hundreds of funders to go?