Julia O Wells Memorial Education is a private foundation focused on Education, based in LATHAM, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 39 grants totaling $135K. Net investment income was $162K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
+2.2% YoY
Annual Giving
$135K
-1.5% YoY
Grant Count
39
-4.9% YoY
Avg Grant Size
$3K
+3.6% YoY
Under IRS private-foundation payout rules, Julia O Wells Memorial Education reported a distributable amount of $128K for 2024 — the minimum it must pay out in qualifying distributions.
About Julia O Wells Memorial Education
Based on IRS filings
Julia O Wells Memorial Education is a private foundation focused on Education, based in LATHAM, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 39 grants totaling $135K. Net investment income was $162K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,674,338 | $2,617,298 | $2,675,794 |
| Revenue | $191,931 | $121,281 | $655,470 |
| Expenses | $198,722 | $182,713 | $189,159 |
| Qualifying Distributions | $169,876 | $170,251 | $164,233 |
| Net Investment Income | $161,585 | $109,091 | $620,544 |
| Distributable Amount | $128,055 | $128,826 | $133,620 |
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
183 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Sage Colleges ($38,500), Suny Polytechnic Institute ($26,500), Excelsior College ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EMPIRE STATE COLLEGE SARATOGA SPRINGS, NY | COLLEGE GRANT | $7,500 |
| EXCELSIOR COLLEGE ALBANY, NY | COLLEGE GRANT | $10,000 |
| MARIA COLLEGE ALBANY, NY | COLLEGE GRANT | $6,500 |
| PACE UNIVERSITY NEW YORK, NY | COLLEGE GRANT | $1,000 |
| SIENA COLLEGE LOUDONVILLE, NY | COLLEGE GRANT | $9,000 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY MANCHESTER, NH | COLLEGE GRANT | $2,000 |
| SUNY ALFRED ALFRED, NY | COLLEGE GRANT | $1,000 |
| SUNY DELHI DELHI, NY | COLLEGE GRANT | $2,500 |
| SUNY PLATTSBURGH PLATTSBURGH, NY | COLLEGE GRANT | $1,500 |
| SUNY POLYTECHNIC INSTITUTE ALBANY, NY | COLLEGE GRANT | $26,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHLEEN BAGLEY SANTARCANGELO | PRESIDENT | 1 | — |
| ARTHUR F YOUNG JR | INVESTMENT OFFICER | 1 | — |
| CHRISTINE M BALL | VICE PRESIDENT | 1 | — |
| BONITA BAZYK | BOARD MEMBER | 1 | — |
| SHANNON MILLS | BOARD MEMBER | 1 | — |
| CHERYL B FITZPATRICK | TREASURER | 1 | — |
| RONALD VERO | BOARD MEMBER | 1 | — |
| CAROL ROSNEY | BOARD MEMBER | 1 | — |
| AMY SHAVER | SECRETARY | 1 | — |
| HEIDI NEIL | BOARD MEMBER | 1 | — |
| DEBI CONDON | EXECUTIVE SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Julia O Wells Memorial Education?
Julia O Wells Memorial Education is a private foundation focused on Education, based in LATHAM, NY. It holds $2.7M in total assets as of 2024.
How large is Julia O Wells Memorial Education?
As of 2024, Julia O Wells Memorial Education holds $2.7M in total assets with $192K in annual revenue. It awarded 39 grants totaling $135K in 2024.
Where does Julia O Wells Memorial Education operate?
Julia O Wells Memorial Education has awarded grants in New Hampshire, New York.
What size grants does Julia O Wells Memorial Education award?
In 2024, Julia O Wells Memorial Education awarded 39 grants totaling $135K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Julia O Wells Memorial Education required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Julia O Wells Memorial Education reported a distributable amount of $128K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Julia O Wells Memorial Education's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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