Private Foundation

THE WELLINGTON FUND

THE WELLINGTON FUND is a Private Foundation headquartered in JOHNSTOWN, PA. Financial data from the 2024 filing: $278K revenue, $364K expenses, $5.4M total assets. IRS filings disclose 52 grants awarded by this foundation, totaling roughly $632K.

EIN: 866673760 JOHNSTOWN, PA Latest filing: 2024

Total Revenue$278K

Total Expenses$364K

Total Assets$5.4M

Grants Given52

Grant Total$632K

Filing Years2021–2024

Sample Grants Given

COMMUNITY FOUDATION FOR THE ALLEGHE

JOHNSTOWN, PA · 2024

GRANT

$100,900

BACKPACK PROJECT

JOHNSTOWN, PA · 2024

DONATION

$25,000

HIGHLAND HEALTH CLINIC

JOHNSTOWN, PA · 2024

DONATION

$25,000

BISHOP MCCORT HS

JOHNSTOWN, PA · 2024

GRANT

$20,000

VCI

JOHNSTOWN, PA · 2024

GRANT

$20,000

Showing up to 5 of 52 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

$475,300 25 grants

DONATION

$112,375 22 grants

SCHOLARSHIPS

$32,369 3 grants

GRANTS

$12,000 2 grants

Financial Trends

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

Between 2021 and 2024, reported annual revenue declined from $6.0M to $278K (-95%), with total assets most recently reported at $5.4M.

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

Grant Geography

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

MIPA

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

See the full picture for THE WELLINGTON FUND

Complete financials, all 52 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports