Wellin Family Foundation Inc

CHARLESTON, SC EIN: 75-3087525

Wellin Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. IRS filing data is available for 2020. In 2020, it awarded 9 grants totaling $30K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$30K

Grant Count

9

Avg Grant Size

$3K

Under IRS private-foundation payout rules, Wellin Family Foundation Inc reported a distributable amount of $531 for 2020 — the minimum it must pay out in qualifying distributions.

About Wellin Family Foundation Inc

Based on IRS filings

Wellin Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. IRS filing data is available for 2020. In 2020, it awarded 9 grants totaling $30K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AuburnBainbridge IslandDorchesterMontereyNew YorkPhiladelphiaSalinasSeattle

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$22K$33K$44K2020
Metric2020
Total Assets
Revenue$3,560
Expenses$39,685
Qualifying Distributions
Net Investment Income
Distributable Amount$531

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$15K$23K$30K9 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2020

ARDEN THEATRE CO$8KVIRGINIA MASON HEALTH SY…$7KMONTAGE HEALTH FOUNDATION$5KHELPLINE HOUSE$3KCAREERS THROUGH CULINARY…$2KFOOD BANK FOR MONTEREY C…$2KCOMMUNITY FOUNDATION FOR…$1KEPIPHANY SCHOOL$1KGOOD SHEPHERD FOOD BANK$1K

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Arden Theatre Co ($8,000), Virginia Mason Health System ($7,000), Montage Health Foundation ($5,000).

RecipientPurposeAmount
ARDEN THEATRE CO PHILADELPHIA, PAGENERAL PURPOSE$8,000
CAREERS THROUGH CULINARY ARTS PROGRAM NEW YORK, NYGENERAL PURPOSE$2,000
COMMUNITY FOUNDATION FOR MONTEREY COUNTY MONTEREY, CAGENERAL PURPOSE$1,000
EPIPHANY SCHOOL DORCHESTER, MAGENERAL PURPOSE$1,000
FOOD BANK FOR MONTEREY COUNTY SALINAS, CAGENERAL PURPOSE$2,000
GOOD SHEPHERD FOOD BANK AUBURN, MEGENERAL PURPOSE$1,000
MONTAGE HEALTH FOUNDATION MONTEREY, CAGENERAL PURPOSE$5,000
VIRGINIA MASON HEALTH SYSTEM SEATTLE, WAVIRGINIA MASON FOUNDATION$7,000
HELPLINE HOUSE BAINBRIDGE ISLAND, WAGENERAL PURPOSE$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
MARJORIE W KINGSECRETARY1
PETER J WELLINPRESIDENT1
CYNTHIA W PLUMVICE PRESIDENT AND TREASURER1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Wellin Family Foundation Inc?

Wellin Family Foundation Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLESTON, SC. It holds — in total assets as of 2020.

Where does Wellin Family Foundation Inc operate?

Wellin Family Foundation Inc has awarded grants in California, Massachusetts, Maine, New York, Pennsylvania, Washington.

What size grants does Wellin Family Foundation Inc award?

In 2020, Wellin Family Foundation Inc awarded 9 grants totaling $30K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Wellin Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Wellin Family Foundation Inc reported a distributable amount of $531 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Wellin Family Foundation Inc's EIN?

Wellin Family Foundation Inc's EIN (Employer Identification Number) is 75-3087525. IRS Form 990 filing data is available on this page for 2020.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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