Joann And Kenneth Wellner Foundation Inc

New York, NY
Tax-exempt since Dec. 2006
EIN: 20-5354238

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$35k (2024)

Expenses

$51.5k (2024)

Total Assets

$529k (2024)

Total Liabilities

$1.52k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$35,018

Expenses

$51,454

Net Income

-$16,436

Net Assets

$527,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,196	46.3%
Sales of Assets	$18,822	53.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,054	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$528,734
Total Liabilities	$1,521
Net Assets	$527,213

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$23,780

Expenses

$2,023

Net Income

$21,757

Net Assets

$543,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,564	78.1%
Sales of Assets	$5,216	21.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51	2.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$543,649
Total Liabilities	$0
Net Assets	$543,649

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$23,647

Expenses

$70,834

Net Income

-$47,187

Net Assets

$521,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,356	77.6%
Sales of Assets	$5,291	22.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,834	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$521,892
Total Liabilities	$0
Net Assets	$521,892

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on July 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$47,662

Expenses

$36,748

Net Income

$10,914

Net Assets

$569,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,428	49.2%
Sales of Assets	$24,234	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,747	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,079
Total Liabilities	$0
Net Assets	$569,079

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$29,534

Expenses

$2,659

Net Income

$26,875

Net Assets

$558,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,588	69.7%
Sales of Assets	$8,946	30.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,784	67.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$558,165
Total Liabilities	$1
Net Assets	$558,164

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on May 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$75,495

Expenses

$2,667

Net Income

$72,828

Net Assets

$531,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	53.0%
Interest Revenue	$0
Dividends	$20,984	27.8%
Sales of Assets	$14,511	19.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,806	> 100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$531,290
Total Liabilities	$1
Net Assets	$531,289

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$31,915

Expenses

$42,919

Net Income

-$11,004

Net Assets

$458,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,270	60.4%
Sales of Assets	$12,645	39.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,574	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,462
Total Liabilities	$0
Net Assets	$458,462

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$25,483

Expenses

$19,705

Net Income

$5,778

Net Assets

$469,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,841	66.1%
Sales of Assets	$8,642	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,705	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$469,466
Total Liabilities	$0
Net Assets	$469,466

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$114,774

Expenses

$11,425

Net Income

$103,349

Net Assets

$463,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$94,950	82.7%
Interest Revenue	$0
Dividends	$15,522	13.5%
Sales of Assets	$4,302	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,425	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$463,688
Total Liabilities	$0
Net Assets	$463,688

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on Aug. 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$70,940

Expenses

$12,151

Net Income

$58,789

Net Assets

$360,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	70.5%
Interest Revenue	$0
Dividends	$15,685	22.1%
Sales of Assets	$5,255	7.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$360,339
Total Liabilities	$0
Net Assets	$360,339

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

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Fiscal Year Ending Dec.
2014

Revenue

$21,250

Expenses

$12,442

Net Income

$8,808

Net Assets

$301,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,495	63.5%
Sales of Assets	$7,755	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	80.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$301,550
Total Liabilities	$0
Net Assets	$301,550

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$63,380

Expenses

$11,225

Net Income

$52,155

Net Assets

$292,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	78.9%
Interest Revenue	$0
Dividends	$8,487	13.4%
Sales of Assets	$4,893	7.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$292,742
Total Liabilities	$0
Net Assets	$292,742

Compensation

Key Employees and Officers	Compensation	Other
Joann G Wellner (President)	$0	$0
Margaret Byrne (Trustee)	$0	$0
Betty Robbins (Trustee)	$0	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$50,012

Expenses

$25,000

Net Income

$25,012

Net Assets

$240,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	100.0%
Interest Revenue	$0
Dividends	$12	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,000	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$240,587
Total Liabilities	$1
Net Assets	$240,586

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$50,770

Expenses

$43,754

Net Income

$7,016

Net Assets

$215,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	98.5%
Interest Revenue	$0
Dividends	$770	1.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,300	94.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$215,575
Total Liabilities	$1
Net Assets	$215,574

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Joann And Kenneth Wellner Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $35k (2024)

Expenses $51.5k (2024)

Total Assets $529k (2024)

Total Liabilities $1.52k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$35k (2024)

Expenses

$51.5k (2024)

Total Assets

$529k (2024)

Total Liabilities

$1.52k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006