The Wellington Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JOHNSTOWN, PA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 32 grants totaling $313K. Net investment income was $227K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
-1.6% YoY
Annual Giving
$313K
+1.9% YoY
Grant Count
32
+77.8% YoY
Avg Grant Size
$10K
-42.7% YoY
Under IRS private-foundation payout rules, The Wellington Fund reported a distributable amount of $284K for 2024 — the minimum it must pay out in qualifying distributions.
About The Wellington Fund
Based on IRS filings
The Wellington Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JOHNSTOWN, PA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.4M in total assets. In 2024, it awarded 32 grants totaling $313K. Net investment income was $227K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,370,060 | $5,456,090 | $5,563,353 |
| Revenue | $278,402 | $251,017 | $-387,304 |
| Expenses | $364,432 | $358,280 | $49,343 |
| Qualifying Distributions | $312,775 | $306,900 | $12,369 |
| Net Investment Income | $226,711 | $240,796 | $92,434 |
| Distributable Amount | $283,943 | $275,190 | $278,347 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Foudation for the Alleghe ($100,900), Backpack Project ($25,000), Highland Health Clinic ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE LEARNING LAMP JOHNSTOWN, PA | DONATION | $4,000 |
| CONEMAUGH TWP WRESTLING DAVIDSVILLE, PA | GRANT | $500 |
| COMMUNITY FOUDATION FOR THE ALLEGHE JOHNSTOWN, PA | GRANT | $1,000 |
| THE LEARNING LAMP JOHNSTOWN, PA | GRANT | $5,000 |
| CUDDLES FOR KIDS JOHNSTOWN, PA | GRANT | $5,000 |
| BISHOP MCCORT HS JOHNSTOWN, PA | GRANT | $20,000 |
| SERRA CATHOLIC HC MCKEESPORT, PA | GRANT | $20,000 |
| VCI JOHNSTOWN, PA | GRANT | $20,000 |
| CHRISTIAN HOME OF JOHNSTOWN INC JOHNSTOWN, PA | GRANT | $8,000 |
| COMMUNITY FOUDATION FOR THE ALLEGHE JOHNSTOWN, PA | GRANT | $100,900 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH FORTUNATO | TRUSTEE | — | — |
| BARBARA FORTUNATO | TRUSTEE | — | — |
| THOMAS FORTUNATO | TRUSTEE | — | — |
| CRAIG SLACK JR | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Wellington Fund?
The Wellington Fund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JOHNSTOWN, PA. It holds $5.4M in total assets as of 2024.
How large is The Wellington Fund?
As of 2024, The Wellington Fund holds $5.4M in total assets with $278K in annual revenue. It awarded 32 grants totaling $313K in 2024.
Where does The Wellington Fund operate?
The Wellington Fund has awarded grants in Michigan, Pennsylvania.
What size grants does The Wellington Fund award?
In 2024, The Wellington Fund awarded 32 grants totaling $313K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Wellington Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wellington Fund reported a distributable amount of $284K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Wellington Fund's EIN?
The Wellington Fund's EIN (Employer Identification Number) is 86-6673760. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Wellington Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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