Norton H R for Wellesley College-Tr
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 grant totaling $15K. Net investment income was $10K.
Norton H R for Wellesley College-Tr at a glance
In short: Norton H R for Wellesley College-Tr gave $15K across 1 grant in 2025 (avg $15K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $14,800
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $14,800
- +0.0% vs 2024
- Median grant
- $14,800
- Total assets
- $255,890
- -2.6% vs 2024
- Primary geography
- Massachusetts (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 Norton H R for Wellesley College-Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Wellesley College ($15K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Norton H R for Wellesley College-Tr gives
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 124% 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 2021 to 2025, annual grant giving ranged from $7K (2021) to $15K (2025). In 2025 it made 1 grant totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wellesley College Wellesley, MA | General Operating | $14,800 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $255,890 | $12,781 | $19,649 | $14,800 | 1 | $16,714 | $9,582 | $13,454 |
| 2024 | $262,740 | $6,622 | $19,374 | $14,800 | 1 | $16,631 | $3,655 | $12,997 |
| 2023 | $275,536 | $-3,332 | $20,770 | $14,800 | 1 | $16,634 | $4,295 | $12,855 |
| 2022 | $299,727 | $57,366 | $18,531 | $12,900 | 1 | $15,064 | $53,848 | $14,512 |
| 2021 | $260,902 | $18,848 | $12,385 | $7,200 | 1 | — | $15,606 | $14,293 |
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.
Leadership & Key People
Officers and directors from IRS filings
Norton H R for Wellesley College-Tr's only listed officer is BNY Mellon N A, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2022
1 hr/week
$5K (2022) → $5K (2025)
Former officers (1)
- Former: BNY Mellon NA (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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
The highest reported compensation on the 2025 filing was $5K, to BNY Mellon N a (Trustee).
Frequently asked questions about Norton H R for Wellesley College-Tr
How much does Norton H R for Wellesley College-Tr give each year?
Norton H R for Wellesley College-Tr gave $15K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 1 grant.
How large is Norton H R for Wellesley College-Tr?
Norton H R for Wellesley College-Tr reported $256K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
Where does Norton H R for Wellesley College-Tr operate?
Norton H R for Wellesley College-Tr has awarded grants in Massachusetts.
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 12, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 11, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 8, 2024)
- IRS filings on file for fiscal years 2021–2025
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Figures come from Norton H R for Wellesley College-Tr'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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