Mary Dana Wells Charitable Trust

Foundation · Grantmaker Johnston, RI EIN: 22-6597671

Education HealthCommunity and economic development

Mary Dana Wells Charitable Trust is a private foundation focused on Education, 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.

Key facts about Mary Dana Wells Charitable Trust

EIN: 22-6597671
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $310,574
Grants made (2025): 5
Average grant: $62,115
Median grant: $62,115
Total assets: $4,595,957
Primary geography: Massachusetts (90% of itemized 2025 grant dollars)

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

Who Mary Dana Wells Charitable Trust funds

By grant dollars, the top recipient states for Mary Dana Wells Charitable Trust's 5 itemized 2025 grants were Massachusetts (90%) and Connecticut (10%). The most frequent recipient cities were Boston, MA (3 grants). 100% of grants with a stated purpose were for general or operating support.

How Mary Dana Wells Charitable Trust gives

Giving held roughly steady from 2022 to 2025 (−1%). Method
In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Mary Dana Wells Charitable Trust

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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

+0.0% YoY

Avg Grant Size

$62K

+12.4% YoY

Under IRS private-foundation payout rules, Mary Dana Wells Charitable Trust reported a distributable amount of $308K for 2025 — the minimum it must pay out in qualifying distributions.

About Mary Dana Wells Charitable Trust

Based on IRS filings

Focus Areas

Education HealthCommunity and economic development

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $280K (90%)

Connecticut $31K (10%)

Share of all 5 itemized 2025 grant dollars.

States

Connecticut Massachusetts

Cities

BostonCambridgeHartford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2025

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

Among its reported 2025 grants, the largest recipients include Massachusetts Eye & Ear Infirmary ($108,701), Harvard University - Medical School ($62,115), Boston University ($62,115).

Recipient	Purpose	Amount
MASSACHUSETTS EYE & EAR INFIRMARY Boston, MA	UNRESTRICTED GIFT	$108,701
HARVARD UNIVERSITY - MEDICAL SCHOOL Cambridge, MA	UNRESTRICTED GIFT	$62,115
BOSTON UNIVERSITY Boston, MA	UNRESTRICTED GIFT	$62,115
THE CHILDREN'S MEDICAL CENTER Boston, MA	UNRESTRICTED GIFT	$46,586
CONNECTICUT LANDMARKS Hartford, CT	UNRESTRICTED GIFT	$31,057

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Name	Title	Hours	Compensation
Citizens N a	Trustee	4	$46,353

Subject Areas

Focus areas based on grantmaking activity

Education HealthCommunity and economic development

Frequently Asked Questions

What is Mary Dana Wells Charitable Trust?

Mary Dana Wells Charitable Trust is a private foundation focused on Education, based in Johnston, RI. It holds $4.6M in total assets as of 2025.

How large is Mary Dana Wells Charitable Trust?

As of 2025, Mary Dana Wells Charitable Trust holds $4.6M in total assets with $378K in annual revenue. It awarded 5 grants totaling $311K in 2025.

Where does Mary Dana Wells Charitable Trust operate?

Mary Dana Wells Charitable Trust has awarded grants in Connecticut, Massachusetts.

What size grants does Mary Dana Wells Charitable Trust award?

In 2025, Mary Dana Wells Charitable Trust awarded 5 grants totaling $311K — an average of about $62K per grant, based on its IRS Form 990 filings.

How much is Mary Dana Wells Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Mary Dana Wells Charitable Trust reported a distributable amount of $308K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary Dana Wells Charitable Trust's EIN?

Mary Dana Wells Charitable Trust's EIN (Employer Identification Number) is 22-6597671. IRS Form 990 filing data is available on this page for 2020–2025.