Wish You Well Foundation

Private foundation · Grantmaker Pennington, NJ EIN: 04-3671809

Wish You Well Foundation is a private foundation based in Pennington, New Jersey. Its grant-program description says it primarily supports U.S. nonprofit organizations teaching adults literacy skills, with a focus that includes adult and family literacy.

Key facts about Wish You Well Foundation

In short: Wish You Well Foundation gave $131K across 13 grants in 2025 (avg $10K), top state Florida. 100% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
04-3671809
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$130,500
Grants made (2025)
13
Average grant
$10,038
Median grant
$5,500
New grantees (estimate)
100% first-time grantees (13 of 13, 2025)
Total assets
$187,466
Primary geography
Florida (38% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The 2023 filing says the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$187K

-18.4% YoY

Annual Giving

$131K

+14.8% YoY

Grant Count

13

-27.8% YoY

Avg Grant Size

$10K

+58.9% YoY

Under IRS private-foundation payout rules, Wish You Well Foundation reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

Is Wish You Well Foundation open to new grantees?

100%

first-time grantees, 2025

In 2025, 13 of 13 grantees (100%) were first-time recipients. First grants averaged $10K. How we count

  • 0% of 2025 grantees were also funded in 2024. Method
  • Giving grew 39% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The grant-program description says the foundation primarily supports U.S. nonprofits that teach adults literacy skills and identifies adult and family literacy as priorities. Its 2025 grants also went to organizations whose own stated missions include education, literacy, and family support. For example, Valley Settlement says it works with families in early childhood and adult education, while Literacy Volunteers of Morris County says it provides free adult instruction in literacy, English fluency, and American culture.

Other 2025 grantees describe distinct missions: Casa de Amistad says it serves the underserved Hispanic community through direct service, education, and advocacy; A New Leaf says it advances social and economic stability in the Phoenix metro area; and Incline Education Fund says it promotes student achievement and skill development and supports parents and educators.

Grantmaking

In filing year 2025, the foundation reported 13 grants totaling $130,500. The grants ranged from $3,500 to $50,000, with a median of $5,500. The largest listed award was $50,000 to Women Impacting Neighborhoods in Miramar, Florida. Other listed awards included $10,000 each to Lewisburg Literary Group, Literacy Council of the Ouachitas, and Valley Settlement; $9,500 to Casa de Amistad; and $8,000 to A New Leaf. The listed grants were for unrestricted general purposes.

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Geographic Focus

Where this funder awards grants

The foundation is based in Pennington, New Jersey. Its 2025 grant dollars went to recipients in multiple states; the largest reported shares were Florida (38%), West Virginia (8%), Arkansas (8%), and Colorado (8%), followed by Georgia (7%).

Grant Distribution by State

36states

Share of 2025 grant dollars across all 13 itemized grants.

Cities

PlymouthChicagoCummingDallasNew HavenTorranceArdmoreAthensAtholAtlantaAustinBathBeavertonBowling GreenBridgeportBridgewaterBristowChristiansburgCincinnatiCoalinga

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K20 grants2021 14 grants2022 23 grants2023 18 grants2024 13 grants2025

From 2021 to 2025, annual grant giving ranged from $94K (2022) to $257K (2023). In 2025 it made 13 grants totaling $131K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Women Impacting Neighborhoods: $50KWomen Impacting Neighborhoods$50KLewisburg Literary Group Inc: $10KLewisburg Literary Group Inc$10KLiteracy Council of the Ouachitas: $10KLiteracy Council of theOuachitas$10KValley Settlement: $10KValley Settlement$10KCASA De Amistad: $10KCASA De Amistad$10KA New Leaf: $8KA New Leaf$8KIncline Education Fund: $6KIncline Education Fund$6KCommunity Center of Northern Winchester: $5KCommunity Center of NorthernWinchester$5KLiteracy Volunteers of Morris County: $5KLiteracy Volunteers of MorrisCounty$5KLiteracy Volunteers Centenary College: $5KLiteracy Volunteers CentenaryCollege$5K

The largest 2025 recipient was Women Impacting Neighborhoods ($50K). Together the top 10 received $118K.

Grant Size Distribution

88 grants across all recorded years

86<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 86 grants of 88 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Women Impacting Neighborhoods Miramar, FLUnrestricted General$50,000
Lewisburg Literary Group Inc Lewisburg, WVUnrestricted General$10,000
Literacy Council of the Ouachitas Hot Springs, ARUnrestricted General$10,000
Valley Settlement Glenwood Springs, COUnrestricted General$10,000
CASA De Amistad Athens, GAUnrestricted General$9,500
A New Leaf Mesa, AZUnrestricted General$8,000
Incline Education Fund Incline Village, NVUnrestricted General$5,500
Community Center of Northern Winchester Katonah, NYUnrestricted General$5,000
Literacy Volunteers of Morris County Morristown, NJUnrestricted General$5,000
Literacy Volunteers Centenary College Shreveport, LAUnrestricted General$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $187,466 $89,877 $132,279 $130,500 13
2024 $229,872 $97,754 $121,491 $113,700 18
2023 $253,603 $381,339 $260,961 $256,500 23
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$187,466$229,872$253,603
Revenue$89,877$97,754$381,339
Expenses$132,279$121,491$260,961
Qualifying Distributions$132,226$117,592$260,641
Net Investment Income$15,511$18,663$140,163
Distributable Amount$8,201$17,555$10,941

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 5, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 4, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 27, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS August 30, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 16, 2026)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists David G. Baldacci as president and Michelle A. Baldacci as vice president.

Wish You Well Foundation is led by David G. Baldacci, President on every filing since 2021; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David G. Baldacci

    President

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Michelle A. Baldacci

    Vice President

    On filings since 2021

    2 hrs/week

    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.

Contact

Mailing address: PO Box 1532 Aft, Pennington, NJ 08534
Phone: (888) 866-3275

Frequently asked questions about Wish You Well Foundation

How much does Wish You Well Foundation give each year?

Wish You Well Foundation gave $131K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $114K across 18 grants.

What is Wish You Well Foundation's typical grant size?

Wish You Well Foundation's median grant in 2025 was $5,500, and its average grant was $10,038, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Wish You Well Foundation that year got $10K on average.

Where does Wish You Well Foundation give grants?

Wish You Well Foundation's top state is Florida, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were West Virginia (8%) and Arkansas (8%).

Does Wish You Well Foundation give general operating support?

Yes: 100% of Wish You Well Foundation's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Wish You Well Foundation's largest grantees?

Wish You Well Foundation's largest 2025 grantees include Women Impacting Neighborhoods ($50,000), Lewisburg Literary Group Inc ($10,000) and Literacy Council of the Ouachitas ($10,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.

How large is Wish You Well Foundation?

Wish You Well Foundation reported $187K in total assets on its 2025 IRS Form 990-PF. It paid out $132K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).

What does Wish You Well Foundation fund?

The grant-program description says the foundation primarily supports U.S. nonprofits that teach adults literacy skills and identifies adult and family literacy as priorities. Its 2025 grants also went to organizations whose own stated missions include education, literacy, and family support. See mission & focus areas ↑

How do I apply for a grant from Wish You Well Foundation?

The 2023 filing says the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Wish You Well Foundation's EIN?

Wish You Well Foundation's EIN (Employer Identification Number) is 04-3671809. IRS Form 990 filing data is available on this page for 2021–2025.

Does Wish You Well Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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