George Wells Foundation Ui is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 15 grants totaling $218K. Net investment income was $424K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
+3.7% YoY
Annual Giving
$218K
+6.1% YoY
Grant Count
15
+7.1% YoY
Avg Grant Size
$15K
-1.0% YoY
Under IRS private-foundation payout rules, George Wells Foundation Ui reported a distributable amount of $259K for 2024 — the minimum it must pay out in qualifying distributions.
About George Wells Foundation Ui
Based on IRS filings
George Wells Foundation Ui is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.5M in total assets. In 2024, it awarded 15 grants totaling $218K. Net investment income was $424K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,542,386 | $4,379,049 | $4,504,849 |
| Revenue | $476,072 | $149,379 | $-118,252 |
| Expenses | $307,974 | $283,531 | $337,747 |
| Qualifying Distributions | $258,589 | $241,584 | $272,337 |
| Net Investment Income | $423,924 | $93,160 | $52,590 |
| Distributable Amount | $259,491 | $251,833 | $248,390 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
67 grants across all recorded years
Open Grants
1 open opportunity from George Wells Foundation Ui
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Massachusetts Audubon Society Inc ($25,000), Second Chance Animal Services ($25,000), Tri-valley Inc ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ASCENSION CAREER TRAINING BRIDGEWATER, MA | UNRESTRICTED GENERAL | $15,000 |
| COMMUNITY LEGAL AID INC CAMBRIDGE, MA | UNRESTRICTED GENERAL | $15,000 |
| CENTER OF HOPE FOUNDATION SOUTHBRIDGE, MA | UNRESTRICTED GENERAL | $18,000 |
| TRI-VALLEY INC DUDLEY, MA | UNRESTRICTED GENERAL | $20,000 |
| LITERACY VOLUNTEERS OF THE TRI-COMMUNITY SOUTHBRIDGE, MA | UNRESTRICTED GENERAL | $10,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC LINCOLN, MA | UNRESTRICTED GENERAL | $25,000 |
| OLD STURBRIDGE VILLAGE STURBRIDGE, MA | UNRESTRICTED GENERAL | $10,000 |
| GIRLS INC OF WORCESTER WORCESTER, MA | UNRESTRICTED GENERAL | $10,000 |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE NEWTON, MA | UNRESTRICTED GENERAL | $10,000 |
| OPEN SKY COMMUNITY SERVICES WORCESTER, MA | UNRESTRICTED GENERAL | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $65,785 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is George Wells Foundation Ui?
George Wells Foundation Ui is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $4.5M in total assets as of 2024.
How large is George Wells Foundation Ui?
As of 2024, George Wells Foundation Ui holds $4.5M in total assets with $476K in annual revenue. It awarded 15 grants totaling $218K in 2024.
Where does George Wells Foundation Ui operate?
George Wells Foundation Ui has awarded grants in Massachusetts, Vermont.
What size grants does George Wells Foundation Ui award?
In 2024, George Wells Foundation Ui awarded 15 grants totaling $218K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is George Wells Foundation Ui required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George Wells Foundation Ui reported a distributable amount of $259K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is George Wells Foundation Ui's EIN?
George Wells Foundation Ui's EIN (Employer Identification Number) is 04-6038039. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in George Wells Foundation Ui's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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