Nonprofit · EIN 20-5354238
JOANN AND KENNETH WELLNER FOUNDATION INC
Tax-exempt · NEW YORK, NY 10017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $47,782 | $21,971 | $25,811 | $552,658 | $0 | $552,658 |
| December 31, 2024 | 990-PF | $35,018 | $51,454 | -$16,436 | $528,734 | $1,521 | $527,213 |
| December 31, 2023 | 990-PF | $23,780 | $2,023 | $21,757 | $543,649 | $0 | $543,649 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,709
- Net gain from sales of assets
- $29,073
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $20,071
- Excise tax on investment income
- $642
Balance sheet and other
- Total assets, start of year
- $528,734
- Total assets, end of year
- $552,658
- Total liabilities, end of year
- $0
- Net assets, end of year
- $552,658
- Fair market value of assets
- $681,468
- Qualifying distributions
- $20,071
- Net investment income
- $46,152
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANN G WELLNER 351 EAST 83RD ST, NEW YORK, NY 10024 | PRESIDENT | 0 | $0 |
| MARGARET BYRNE 119 WEST 85TH STREET APT 3R, NEW YORK, NY 10024 | TRUSTEE | 0 | $0 |
| BETTY ROBBINS 7 GRACIE SQUARE APT 14B, NEW YORK, NY 10028 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANN G WELLNER 351 EAST 83RD ST, NEW YORK, NY 10024 | PRESIDENT | 0 | $0 |
| MARGARET BYRNE 119 WEST 85TH STREET APT 3R, NEW YORK, NY 10024 | TRUSTEE | 0 | $0 |
| BETTY ROBBINS 7 GRACIE SQUARE APT 14B, NEW YORK, NY 10028 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANN G WELLNER 351 EAST 83RD ST, NEW YORK, NY 10024 | PRESIDENT | 0 | $0 |
| MARGARET BYRNE 119 WEST 85TH STREET APT 3R, NEW YORK, NY 10024 | TRUSTEE | 0 | $0 |
| BETTY ROBBINS 7 GRACIE SQUARE APT 14B, NEW YORK, NY 10028 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 870 UNITED NATIONS PLZ APT 12F, NEW YORK, NY 10017-1866
- In care of
- % JOSEPH N SALOMON
- Signed the 990-PF
- JOANN WELLNER, PRESIDENT
- Phone
- (212) 463-0900
- Return prepared by
- HOBERMAN & LESSER LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5354238
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $552,658
- Income (IRS master file)
- $90,604
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $47,782 | $21,971 | $552,658 | XML |
| 990-PF | December 2024 | $35,018 | $51,454 | $528,734 | IRS |
| 990-PF | December 2023 | $23,780 | $2,023 | $543,649 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5354238).
Questions about JOANN AND KENNETH WELLNER FOUNDATION INC
- What is the EIN of JOANN AND KENNETH WELLNER FOUNDATION INC?
- The employer identification number (EIN) of JOANN AND KENNETH WELLNER FOUNDATION INC is 20-5354238.
- Is JOANN AND KENNETH WELLNER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JOANN AND KENNETH WELLNER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOANN AND KENNETH WELLNER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOANN AND KENNETH WELLNER FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOANN AND KENNETH WELLNER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOANN AND KENNETH WELLNER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOANN AND KENNETH WELLNER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $47,782, expenses of $21,971 and total assets of $552,658 at year end.
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