Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-6673760

WELLINGTON FUND

Also known as JOSEPH FORTUNATO TTEE

Tax-exempt · JOHNSTOWN, PA 15904

Financials

$251K$358K2023$278K$364K2024$629K$446K2025
Revenue Expenses · by fiscal year end
Financials of WELLINGTON FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$629,070$445,601$183,469$5,553,529$0$5,553,529
December 31, 2024990-PF$278,402$364,432-$86,030$5,370,060$0$5,370,060
December 31, 2023990-PF$251,017$358,280-$107,263$5,456,090$0$5,456,090
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$124,515
Interest
$70,257
Net gain from sales of assets
$434,298

Expenses

Grants and similar amounts paid
$388,905
Disbursements for charitable purposes
$388,905
Excise tax on investment income
$2,732

Balance sheet and other

Total assets, start of year
$5,370,060
Total assets, end of year
$5,553,529
Total liabilities, end of year
$0
Net assets, end of year
$5,553,529
Fair market value of assets
$7,490,590
Qualifying distributions
$388,905
Net investment income
$196,578

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.

NameTitleHours / weekCompensation
JOSEPH FORTUNATO
109 WELLINGTON WAY, JOHNSTOWN, PA 15904
TRUSTEE0$0
BARBARA FORTUNATO
109 WELLINGTON WAY, JOHNSTOWN, PA 15904
TRUSTEE0$0
THOMAS FORTUNATO
295 PINE RIDGE ROAD, VENETIA, PA 15367
TRUSTEE0$0
CRAIG SLACK JR
3045 FREYSVILLE ROAD, RED LION, PA 17356
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JOSEPH FORTUNATO
109 WELLINGTON WAY, JOHNSTOWN, PA 15904
TRUSTEE0$0
BARBARA FORTUNATO
109 WELLINGTON WAY, JOHNSTOWN, PA 15904
TRUSTEE0$0
THOMAS FORTUNATO
295 PINE RIDGE ROAD, VENETIA, PA 15367
TRUSTEE0$0
CRAIG SLACK JR
3045 FREYSVILLE ROAD, RED LION, PA 17356
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JOSEPH FORTUNATO
109 WELLINGTON WAY, JOHNSTOWN, PA 15904
TRUSTEE0$0
BARBARA FORTUNATO
109 WELLINGTON WAY, JOHNSTOWN, PA 15904
TRUSTEE0$0
THOMAS FORTUNATO
295 PINE RIDGE ROAD, VENETIA, PA 15367
TRUSTEE0$0
CRAIG SLACK JR
3045 FREYSVILLE ROAD, RED LION, PA 17356
TRUSTEE0$0

Address and contacts

Address (IRS master file)
109 WELLINGTON WAY, JOHNSTOWN, PA 15904-2275
In care of
% JOSEPH FORTUNATO
Signed the 990-PF
JOSEPH FORTUNATO, TRUSTEE
Phone
(814) 410-2285
Return prepared by
CATANESE GROUP PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-6673760
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,553,529
Income (IRS master file)
$1,680,006

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$629,070$445,601$5,553,529IRS
990-PFDecember 2024$278,402$364,432$5,370,060IRS
990-PFDecember 2023$251,017$358,280$5,456,090XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 86-6673760).

Questions about WELLINGTON FUND

What is the EIN of WELLINGTON FUND?
The employer identification number (EIN) of WELLINGTON FUND is 86-6673760.
Is WELLINGTON FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to WELLINGTON FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WELLINGTON FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of WELLINGTON FUND 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 WELLINGTON FUND 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 WELLINGTON FUND?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WELLINGTON FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $629,070, expenses of $445,601 and total assets of $5,553,529 at year end.

Other nonprofits in JOHNSTOWN

All nonprofits in JOHNSTOWN · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations