The Wellington Fund
The Wellington Fund is a private foundation based in Johnstown, Pennsylvania. Its 2025 filing reports 44 grants totaling $388,905, with 99% of grant dollars going to recipients in Pennsylvania.
The Wellington Fund at a glance
In short: The Wellington Fund gave $389K across 44 grants in 2025 (avg $9K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $388,905
- +24.3% vs 2024
- Grants made (2025)
- 44
- +37.5% vs 2024
- Average grant
- $8,839
- -9.6% vs 2024
- Median grant
- $2,500
- Total assets
- $5,553,529
- +3.4% vs 2024
- Primary geography
- Pennsylvania (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to The Wellington Fund
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 109 Wellington Way, Johnstown, PA 15904
Phone: (814) 410-2285
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Wellington Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Community Foudation for the Alleghe ($141K across 6 grants). Together the top 10 received $311K.
Grant Size Distribution
96 grants across all recorded years
The most common grant size was under $50K: 93 grants of 96 (97%).
Geographic Focus
Where this funder awards grants
In 2025, 99% of grant dollars went to Pennsylvania recipients, 1% to Florida, and less than 1% to Indiana. Listed Pennsylvania recipients include organizations in Johnstown and other communities, including Pittsburgh, McKeesport, Greensburg, and Hollsopple.
Grant Distribution by State
Share of 2025 grant dollars across all 44 itemized grants.
Cities
How The Wellington Fund gives
- 56% of 2025 grantees were also funded in 2024. Method
- Giving grew 3044% from 2022 to 2025. Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $12K (2022) to $389K (2025). In 2025 it made 44 grants totaling $389K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foudation for the Alleghe Johnstown, PA | GRANT | $136,215 |
| Bishop McCort HS Johnstown, PA | GRANT | $25,000 |
| Serra Catholic HC McKeesport, PA | GRANT | $25,000 |
| The Learning Lamp Johnstown, PA | GRANT | $25,000 |
| Action Pittsburgh Inc Pittsburgh, PA | Donation | $20,000 |
| VCI Johnstown, PA | GRANT | $20,000 |
| Catholic Charities Johnstown, PA | GRANT | $10,000 |
| Christian Home of Johnstown Inc Johnstown, PA | GRANT | $10,000 |
| Highland Health Clinic Johnstown, PA | Donation | $10,000 |
| Johnstown Christian School Hollsopple, PA | GRANT | $10,000 |
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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 | $5,553,529 | $629,070 | $445,601 | $388,905 | 44 | $388,905 | $196,578 | $340,693 |
| 2024 | $5,370,060 | $278,402 | $364,432 | $312,775 | 32 | $312,775 | $226,711 | $283,943 |
| 2023 | $5,456,090 | $251,017 | $358,280 | $306,900 | 18 | $306,900 | $240,796 | $275,190 |
| 2022 | $5,563,353 | $-387,304 | $49,343 | $12,369 | 2 | $12,369 | $92,434 | $278,347 |
| 2021 | $6,000,000 | $6,000,000 | — | — | — | — | — | $12,369 |
Under IRS private-foundation payout rules, The Wellington Fund reported a distributable amount of $341K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The fund’s stated mission is to aid children’s educational success, assist at-risk children and families in need of basic necessities, and support veterans in Western and Central Pennsylvania.
Its 2025 grantees illustrate a range of supported organizations. The Learning Lamp says its mission is to engage students in the support they need to succeed; Johnstown Christian School says it provides Christian education to students in grades K–12. Other grantees include Community Action Inc, which describes its work as helping families overcome barriers and improve their economic status and quality of life, and Family House Inc, which provides temporary housing for people seeking medical care and their families.
Grantmaking
In 2025, the fund reported 44 grants totaling $388,905. Grant amounts ranged from $300 to $136,215, with a median of $2,500. Among the largest listed grants were $136,215 to Community Foundation for the Allegheny Region, $25,000 each to Bishop McCort HS, Serra Catholic HC, and The Learning Lamp, and $20,000 each to Action Pittsburgh Inc and VCI.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Joseph Fortunato, Barbara Fortunato, Thomas Fortunato, and Craig Slack Jr as trustees.
The Wellington Fund's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara Fortunato
Trustee
On filings since 2021
No compensation reported
Craig Slack Jr.
Trustee
On filings since 2021
No compensation reported
Joseph Fortunato
Trustee
On filings since 2021
No compensation reported
Thomas Fortunato
Trustee
On filings since 2021
No compensation reported
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.
Frequently asked questions about The Wellington Fund
How much does The Wellington Fund give each year?
The Wellington Fund gave $389K across 44 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $313K across 32 grants.
What is The Wellington Fund's typical grant size?
The Wellington Fund's median grant in 2025 was $2,500, and its average grant was $8,839, across 44 grants on its 2025 IRS Form 990-PF.
Where does The Wellington Fund give grants?
The Wellington Fund gives mostly in Pennsylvania: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Johnstown, PA (31 grants), Pittsburgh, PA (2 grants) and Hollsopple, PA (2 grants).
Does The Wellington Fund give general operating support?
Not in 2025: none of the 44 grants with a stated purpose on The Wellington Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Grant" (28 grants) and "Donation" (15 grants).
Who are The Wellington Fund's largest grantees?
The Wellington Fund's largest 2025 grantees include Community Foudation for the Alleghe ($141,115 across 6 grants), The Learning Lamp ($29,000 across 2 grants) and Bishop McCort HS ($25,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is The Wellington Fund?
The Wellington Fund reported $5.6M in total assets on its 2025 IRS Form 990-PF. It paid out $389K in qualifying distributions that year, against a required minimum of $341K (roughly 5% of its investment assets).
What does The Wellington Fund fund?
The fund’s stated mission is to aid children’s educational success, assist at-risk children and families in need of basic necessities, and support veterans in Western and Central Pennsylvania. See mission & focus areas ↑
How do I apply for a grant from The Wellington Fund?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2025.
Does The Wellington Fund accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2021–2024
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Cite this profile
Grantable. (2026). The Wellington Fund funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/the-wellington-fund-morg_2fba0e3d100543faaea9c4514f488b78
BibTeX
@misc{grantable_866673760_2026,
author = {{Grantable}},
title = {{The Wellington Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-wellington-fund-morg_2fba0e3d100543faaea9c4514f488b78},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Wellington Fund'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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