Dorothy Wells Charitable Trust
Dorothy Wells Charitable Trust is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $745K in total assets. In 2025, it awarded 8 grants totaling $31K. Net investment income was $39K.
Dorothy Wells Charitable Trust at a glance
In short: Dorothy Wells Charitable Trust gave $31K across 8 grants in 2025 (avg $4K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,464
- +4.6% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $3,933
- +4.6% vs 2024
- Median grant
- $3,496
- Total assets
- $745,390
- -0.1% vs 2024
- Primary geography
- Virginia (56% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Dorothy Wells Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Broad Street Christian Church ($7K). Together the top 8 received $31K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Dorothy Wells Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $21K (2023) to $37K (2022). In 2025 it made 8 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Broad Street Christian Church Martinsville, VA | General Support | $6,992 |
| American Cancer Society Inc Oklahoma City, OK | General Support | $3,496 |
| American Heart Association St Petersburg, FL | General Support | $3,496 |
| American Lung Association Brookfield, WI | General Support | $3,496 |
| Easter Seals UCP North Carolina & Virginia Raleigh, NC | General Support | $3,496 |
| Family Young Mens Christian Asso DBA Martinsville-Henry Co Fam Ym Martinsville, VA | General Support | $3,496 |
| Patrick Henry Community College Foundation Martinsville, VA | General Support | $3,496 |
| Blue Ridge Regional Library Martinsville, VA | General Support | $3,496 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $745,390 | $44,754 | $45,147 | $31,464 | 8 | $38,474 | $39,084 | $40,671 |
| 2024 | $745,906 | $49,583 | $42,832 | $30,087 | 8 | $37,183 | $43,334 | $38,563 |
| 2023 | $739,146 | $-9,706 | $30,718 | $21,457 | 8 | $26,564 | $13,956 | $35,191 |
| 2022 | $779,739 | $69,767 | $49,670 | $37,198 | 8 | $42,512 | $64,224 | $37,267 |
| 2021 | $759,811 | $98,600 | $37,027 | $23,958 | 8 | $29,827 | $92,492 | $41,124 |
| 2020 | $698,240 | $64,648 | $41,322 | $26,110 | 8 | — | $58,669 | $36,754 |
Under IRS private-foundation payout rules, Dorothy Wells Charitable Trust reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dorothy Wells Charitable Trust's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
12 hrs/week
$12K (2021) → $11K (2025)
Former officers (1)
- Former: Branch Banking & Trust Company (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).
Frequently asked questions about Dorothy Wells Charitable Trust
How much does Dorothy Wells Charitable Trust give each year?
Dorothy Wells Charitable Trust gave $31K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 8 grants.
What is Dorothy Wells Charitable Trust's typical grant size?
Dorothy Wells Charitable Trust's median grant in 2025 was $3,496, and its average grant was $3,933, across 8 grants on its 2025 IRS Form 990-PF.
Where does Dorothy Wells Charitable Trust give grants?
Dorothy Wells Charitable Trust gives mostly in Virginia: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (11%) and Florida (11%). The most frequent recipient cities were Martinsville, VA (4 grants).
Does Dorothy Wells Charitable Trust give general operating support?
Yes: 100% of Dorothy Wells Charitable Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Dorothy Wells Charitable Trust's largest grantees?
Dorothy Wells Charitable Trust's largest 2025 grantees include Broad Street Christian Church ($6,992), American Cancer Society Inc ($3,496) and American Heart Association ($3,496), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is Dorothy Wells Charitable Trust?
Dorothy Wells Charitable Trust reported $745K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Dorothy Wells Charitable Trust's EIN?
Dorothy Wells Charitable Trust's EIN (Employer Identification Number) is 20-6650568. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
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