Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE

Private foundation · Grantmaker Sewickley, PA EIN: 25-6706258

Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE is a private foundation, based in Sewickley, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $51K in total assets. In 2025, it awarded 4 grants totaling $11K. Net investment income was $12K.

Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE at a glance

In short: Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE gave $11K across 4 grants in 2025 (avg $3K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$11,000
+10.0% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$2,750
+10.0% vs 2024
Median grant
$2,625
Total assets
$51,008
+2.7% vs 2024
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

Who Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Martina Spiritual Renewal Center: $5KMartina Spiritual RenewalCenter$5KSaint Gregory Catholic School: $4KSaint Gregory Catholic School$4KDivine Redeemer Parish: $2KDivine Redeemer Parish$2KSisters of the Holy Spirit: $1KSisters of the Holy Spirit$1K

The largest 2025 recipient was Martina Spiritual Renewal Center ($5K). Together the top 4 received $11K.

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 19 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

PittsburghSewickleyZelienople

How Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 88% 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$5K$10K$15K3 grants2020 3 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $8K (2020) to $11K (2025). In 2025 it made 4 grants totaling $11K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Martina Spiritual Renewal Center Pittsburgh, PAGeneral$4,750
Saint Gregory Catholic School Zelienople, PAGeneral$3,500
Divine Redeemer Parish Sewickley, PAGeneral$1,750
Sisters of the Holy Spirit Pittsburgh, PAGeneral$1,000
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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$51,008$14,903$13,563$11,0004$11,000$12,421$12,506
2024$49,668$8,859$12,345$10,0004$10,000$6,613$11,269
2023$53,154$10,048$11,844$10,0004$10,000$8,104$9,200
2022$54,950$1,764$13,024$11,0004$11,000$1,106$9,626
2021$66,210$3,066$10,878$8,4003$8,400$743$10,964
2020$74,022$12,910$9,664$8,0003—$11,260$8,384

Under IRS private-foundation payout rules, Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE's only listed officer is Aligned Partners Trust Company, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Aligned Partners Trust Company

    Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $2K (2025)

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.

Compensation Overview

From 2025 IRS filing

Aligned Partners Trust Company — Trustee: $2KAligned Partners Trust…Trustee$2K

The highest reported compensation on the 2025 filing was $2K, to Aligned Partners Trust Company (Trustee).

Frequently asked questions about Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE

How much does Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE give each year?

Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE gave $11K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 4 grants.

What is Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE's typical grant size?

Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE's median grant in 2025 was $2,625, and its average grant was $2,750, across 4 grants on its 2025 IRS Form 990-PF.

Where does Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE give grants?

Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pittsburgh, PA (2 grants).

Does Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE give general operating support?

Yes: 100% of Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE?

Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE reported $51K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $13K (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 is Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE's EIN?

Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE's EIN (Employer Identification Number) is 25-6706258. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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 May 5, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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

Figures come from Leona S Wellinger Charitable Tr Aligned Partners Trust Company TTEE'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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