Private Foundation

THE WELLINGTON FUND

THE WELLINGTON FUND is a Private Foundation headquartered in JOHNSTOWN, PA. Financial data from the 2025 filing: $629K revenue, $446K expenses, $5.6M total assets. IRS filings disclose 96 grants awarded by this foundation, totaling roughly $1.0M.

EIN: 866673760 JOHNSTOWN, PA Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$629K
Total Expenses$446K
Total Assets$5.6M
Grants Given96
Grant Total$1.0M
Filing Years2021–2025

Sample Grants Given

COMMUNITY FOUDATION FOR THE ALLEGHE
JOHNSTOWN, PA · 2025
GRANT
$136,215
THE LEARNING LAMP
JOHNSTOWN, PA · 2025
GRANT
$25,000
SERRA CATHOLIC HC
MCKEESPORT, PA · 2025
GRANT
$25,000
BISHOP MCCORT HS
JOHNSTOWN, PA · 2025
GRANT
$25,000
ACTION PITTSBURGH INC
PITTSBURGH, PA · 2025
DONATION
$20,000

Showing up to 5 of 96 total records — full history available with membership.

Officers & Directors

TRUSTEE Barbara Fortunato
TRUSTEE Craig Slack Jr
TRUSTEE Joseph Fortunato
TRUSTEE Thomas Fortunato

Officer compensation and complete director data available with membership.

Top Grant Purposes

GRANT
$792,355 53 grants
DONATION
$179,225 37 grants
SCHOLARSHIPS
$32,369 3 grants
GRANTS
$17,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2025 $629K $446K $5.6M
2024 $278K $364K $5.4M
2023 $251K $358K $5.5M
2022 $-387K $49K $5.6M
2021 $6.0M — $6.0M

Between 2021 and 2025, reported annual revenue declined from $6.0M to $629K (-90%), with total assets most recently reported at $5.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL, IN, MI, PA.

FLINMIPA

Full geographic grant map with state-by-state breakdown available with membership.

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