Norton H R for Wellesley College-tr

PITTSBURGH, PA EIN: 04-6926918

Norton H R for Wellesley College-tr is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $256K in total assets. In 2025, it awarded 1 grants totaling $15K. Net investment income was $10K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$256K

-2.6% YoY

Annual Giving

$15K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

+0.0% YoY

Under IRS private-foundation payout rules, Norton H R for Wellesley College-tr reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.

About Norton H R for Wellesley College-tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $65K (100%)

States

Massachusetts

Cities

Wellesley

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$255,890	$262,740	$275,536
Revenue	$12,781	$6,622	$-3,332
Expenses	$19,649	$19,374	$20,770
Qualifying Distributions	$16,714	$16,631	$16,634
Net Investment Income	$9,582	$3,655	$4,295
Distributable Amount	$13,454	$12,997	$12,855

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Wellesley College ($14,800).

Recipient	Purpose	Amount
WELLESLEY COLLEGE WELLESLEY, MA	GENERAL OPERATING	$14,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BNY MELLON N A	TRUSTEE	1	$4,697

Frequently Asked Questions

How large is Norton H R for Wellesley College-tr?

As of 2025, Norton H R for Wellesley College-tr holds $256K in total assets with $13K in annual revenue. It awarded 1 grants totaling $15K in 2025.

Where does Norton H R for Wellesley College-tr operate?

Norton H R for Wellesley College-tr has awarded grants in Massachusetts.

What size grants does Norton H R for Wellesley College-tr award?

In 2025, Norton H R for Wellesley College-tr awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Norton H R for Wellesley College-tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Norton H R for Wellesley College-tr reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Norton H R for Wellesley College-tr's EIN?

Norton H R for Wellesley College-tr's EIN (Employer Identification Number) is 04-6926918. IRS Form 990 filing data is available on this page for 2021–2025.