Mary Dana Wells Charitable Trust
Mary Dana Wells Charitable Trust is a private foundation focused on Education, based in Johnston, RI. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $4.8M in total assets. In 2026, it awarded 5 grants totaling $318K. Net investment income was $559K.
Mary Dana Wells Charitable Trust at a glance
In short: Mary Dana Wells Charitable Trust gave $318K across 5 grants in 2026 (avg $64K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $317,520
- +2.2% vs 2025
- Grants made (2026)
- 5
- +0.0% vs 2025
- Average grant
- $63,504
- +2.2% vs 2025
- Median grant
- $63,504
- Total assets
- $4,809,717
- +4.7% vs 2025
- Primary geography
- Massachusetts (90% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Mary Dana Wells Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was Massachusetts Eye & Ear Infirmary ($111K). Together the top 5 received $318K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was in the $50–100K range: 11 grants of 25 (44%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
States
Cities
How Mary Dana Wells Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (+1%). Method
- In 2026 it paid out 106% of its IRS minimum distribution (the 5% rule). 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
From 2020 to 2026, annual grant giving ranged from $245K (2021) to $336K (2020). In 2026 it made 5 grants totaling $318K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Massachusetts Eye & Ear Infirmary Boston, MA | Unrestricted Gift | $111,132 |
| Harvard University - Medical School Cambridge, MA | Unrestricted Gift | $63,504 |
| Boston University Boston, MA | Unrestricted Gift | $63,504 |
| The Children's Medical Center Boston, MA | Unrestricted Gift | $47,628 |
| Connecticut Landmarks Hartford, CT | Unrestricted Gift | $31,752 |
Ready to take the next step with Mary Dana Wells Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,809,717 | $606,558 | $396,682 | $317,520 | 5 | $342,394 | $558,910 | $322,120 |
| 2025 | $4,595,957 | $378,468 | $380,143 | $310,574 | 5 | $334,546 | $331,522 | $308,209 |
| 2024 | $4,594,411 | $226,502 | $343,914 | $276,287 | 5 | $298,204 | $185,245 | $280,795 |
| 2023 | $4,702,828 | $508,200 | $389,386 | $315,181 | 5 | $336,901 | $467,435 | $266,885 |
| 2022 | $4,510,134 | $661,883 | $393,067 | $312,205 | 5 | $336,828 | $614,707 | $315,167 |
| 2021 | $4,314,547 | $428,189 | $308,905 | $245,226 | 5 | — | $386,146 | $282,889 |
| 2020 | $4,207,721 | $205,288 | $396,608 | $335,696 | 5 | — | $167,201 | $264,444 |
Under IRS private-foundation payout rules, Mary Dana Wells Charitable Trust reported a distributable amount of $322K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mary Dana Wells Charitable Trust's only listed officer is Citizens N A, Trustee on every filing since 2020 (compensated).
Officers on the 2026 filing
Citizens N A
Trustee
On filings since 2020
4 hrs/week
$47K (2020) → $48K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $48K, to Citizens N a (Trustee).
Frequently asked questions about Mary Dana Wells Charitable Trust
How much does Mary Dana Wells Charitable Trust give each year?
Mary Dana Wells Charitable Trust gave $318K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $311K across 5 grants.
What is Mary Dana Wells Charitable Trust's typical grant size?
Mary Dana Wells Charitable Trust's median grant in 2026 was $63,504, and its average grant was $63,504, across 5 grants on its 2026 IRS Form 990-PF.
Where does Mary Dana Wells Charitable Trust give grants?
Mary Dana Wells Charitable Trust gives mostly in Massachusetts: 90% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (10%). The most frequent recipient cities were Boston, MA (3 grants).
Does Mary Dana Wells Charitable Trust give general operating support?
Yes: 100% of Mary Dana Wells Charitable Trust's 2026 grants with a stated purpose (5 of 5) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Mary Dana Wells Charitable Trust's largest grantees?
Mary Dana Wells Charitable Trust's largest 2026 grantees include Massachusetts Eye & Ear Infirmary ($111,132), Harvard University - Medical School ($63,504) and Boston University ($63,504), according to its 2026 IRS Form 990-PF. Together they received 75% of its itemized 2026 grant dollars.
How large is Mary Dana Wells Charitable Trust?
Mary Dana Wells Charitable Trust reported $4.8M in total assets on its 2026 IRS Form 990-PF. It paid out $342K in qualifying distributions that year, against a required minimum of $322K (roughly 5% of its investment assets).
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 $4.8M in total assets as of 2026.
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 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 12, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Mary Dana Wells Charitable Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Mary Dana Wells Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Frank B Randall Tua
Dallas, TX
Assets
—
Grants
1
Total Given
$116K
Felicia M Delorenzo Scholarship
Boston, MA
The Felicia M. DeLorenzo Scholarship Foundation supports post-secondary education for high school graduates who live in Arlington, Massachusetts, with scholarships recognizing academic achievement, strong work ethic, and community commitment. In 2024, grants ranged from $1,500 to $63,125, with a median of $4,500; the Foundation does not accept unsolicited funding requests.
Assets
$4.6M
Grants
61
Total Given
$367K
Cystic Fibrosis Foundation
Bethesda, MD
The Cystic Fibrosis Foundation funds cystic fibrosis research, drug development, specialized care, and related training and clinical programs. In 2024, its grants had a median of about $150,000, with awards ranging from $2,800 to nearly $12.9 million; it supports work nationwide. Applications are submitted through specific funding opportunities, but the profile does not state whether unsolicited requests are accepted.
Assets
$5.0B
Grants
624
Total Given
$189.6M
The Katherine U & Ronald W Takvorian
Boston, MA
The Katherine U & Ronald W Takvorian funds program support for a varied range of charitable organizations, with grants typically around $2,000 (2024 median; awards ranged from $104 to $25,000). Its giving is concentrated in Massachusetts, with additional grants in North Carolina, Virginia, Washington, D.C., and New York. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$1.8M
Grants
20
Total Given
$90K
The Sudbury Foundation
Sudbury, MA
The Sudbury Foundation funds youth and family services, local food and sustainable agriculture, community needs, equity and inclusion, and projects benefiting Sudbury residents and nearby communities. In 2024, grants ranged from $1,083 to $100,000, with a median of $6,000. Application rules vary by program: Community grants are by invitation only, and the profile does not state a general policy on unsolicited requests.
Assets
$36.9M
Grants
137
Total Given
$1.9M
Drexel University
Philadelphia, PA
Drexel University’s reported grants primarily support research at universities, research organizations, and other institutions. In 2025, grants ranged from $5,125 to $2.21 million, with a median of about $63,000; recipients were concentrated in Pennsylvania, followed by California, Texas, Maryland, and New Jersey, with no stated geographic restriction. Its funding materials describe support for Drexel faculty and staff proposals, and do not state whether it accepts unsolicited requests.
Assets
$2.9B
Grants
120
Total Given
$16.9M
More similar funders
More Funders in Rhode Island
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Mary Dana Wells Charitable Trust'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.
Mary Dana Wells Charitable Trust down — hundreds of funders to go?