Wellin Family Foundation Inc
Wellin Family Foundation Inc is a private foundation, based in Charleston, SC. IRS filing data is available for 2020. In 2020, it awarded 9 grants totaling $30K.
Key facts about Wellin Family Foundation Inc
In short: Wellin Family Foundation Inc gave $30K across 9 grants in 2020 (avg $3K), top state Washington. Source: 2020 IRS Form 990-PF.
- EIN
- 75-3087525
- Latest 990 filing
- Form 990-PF, 2020
- Annual giving (2020)
- $30,000
- Grants made (2020)
- 9
- Average grant
- $3,333
- Median grant
- $2,000
- Primary geography
- Washington (33% of itemized 2020 grant dollars)
Data from IRS Form 990-PF, 2020; updated September 2026.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2020 grant dollars across all 9 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 9 grants totaling $30K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2020
The largest 2020 recipient was Arden Theatre CO ($8K). Together the top 9 received $30K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Arden Theatre CO Philadelphia, PA | General Purpose | $8,000 |
| Virginia Mason Health System Seattle, WA | Virginia Mason Foundation | $7,000 |
| Montage Health Foundation Monterey, CA | General Purpose | $5,000 |
| Helpline House Bainbridge Island, WA | General Purpose | $3,000 |
| Careers Through Culinary Arts Program New York, NY | General Purpose | $2,000 |
| Food Bank for Monterey County Salinas, CA | General Purpose | $2,000 |
| Community Foundation for Monterey County Monterey, CA | General Purpose | $1,000 |
| Epiphany School Dorchester, MA | General Purpose | $1,000 |
| Good Shepherd Food Bank Auburn, ME | General Purpose | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Revenue | $3,560 |
| Expenses | $39,685 |
| Distributable Amount | $531 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
Leadership & Key People
Officers and directors from IRS filings
Wellin Family Foundation Inc is led by Peter J. Wellin, President on the 2020 filing; none of the 3 officers listed in 2020 report compensation.
Officers on the 2020 filing
Peter J. Wellin
President
New on the 2020 filing
1 hr/week
No compensation reported
Cynthia W. Plum
Vice President & Treasurer
New on the 2020 filing
1 hr/week
No compensation reported
Marjorie W. King
Secretary
New on the 2020 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Wellin Family Foundation Inc
How much does Wellin Family Foundation Inc give each year?
Wellin Family Foundation Inc gave $30K across 9 grants in 2020, according to its 2020 IRS Form 990-PF.
What is Wellin Family Foundation Inc's typical grant size?
Wellin Family Foundation Inc's median grant in 2020 was $2,000, and its average grant was $3,333, across 9 grants on its 2020 IRS Form 990-PF.
Where does Wellin Family Foundation Inc give grants?
Wellin Family Foundation Inc's top state is Washington, with 33% of the grant dollars itemized on its 2020 IRS Form 990-PF. The next largest states were Pennsylvania (27%) and California (27%). The most frequent recipient cities were Monterey, CA (2 grants).
Does Wellin Family Foundation Inc give general operating support?
Yes: 89% of Wellin Family Foundation Inc's 2020 grants with a stated purpose (8 of 9) were for general or operating support, per its 2020 IRS Form 990-PF.
Who are Wellin Family Foundation Inc's largest grantees?
Wellin Family Foundation Inc's largest 2020 grantees include Arden Theatre CO ($8,000), Virginia Mason Health System ($7,000) and Montage Health Foundation ($5,000), according to its 2020 IRS Form 990-PF. Together they received 67% of its itemized 2020 grant dollars.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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