Mary Dana Wells Charitable Trust
Mary Dana Wells Charitable Trust is a private foundation, based in JOHNSTON, RI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.6M in total assets. In 2025, it awarded 5 grants totaling $311K. Net investment income was $332K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.6M
+0.0% YoY
Annual Giving
$311K
+12.4% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$62K
+12.4% YoY
About Mary Dana Wells Charitable Trust
Based on IRS filings
Mary Dana Wells Charitable Trust is a private foundation, based in JOHNSTON, RI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.6M in total assets. In 2025, it awarded 5 grants totaling $311K. Net investment income was $332K.
Ready to take the next step with Mary Dana Wells Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,595,957 | $4,594,411 | $4,702,828 |
| Revenue | $378,468 | $226,502 | $508,200 |
| Expenses | $380,143 | $343,914 | $389,386 |
| Qualifying Distributions | $334,546 | $298,204 | $336,901 |
| Net Investment Income | $331,522 | $185,245 | $467,435 |
| Distributable Amount | $308,209 | $280,795 | $266,885 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CITIZENS N A | TRUSTEE | 4 | $46,353 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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