Wellness Farms Inc

Private foundation · Grantmaker Katy, TX EIN: 27-4240771

Wellness Farms Inc is a private foundation, based in Katy, TX. IRS filing data is available from 2018 through 2024. As of 2024, the organization holds $565K in total assets. In 2024, it made $268K in qualifying distributions.

Key facts about Wellness Farms Inc

EIN
27-4240771
Latest 990 filing
Form 990-PF, 2024
Total assets
$564,604

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$565K

-17.6% YoY

Revenue

$340K

-43.9% YoY

Qualifying Distributions

$268K

+84.5% YoY

Expenses

$473K

-24.0% YoY

How Wellness Farms Inc gives

  • Giving grew 28% from 2020 to 2023. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Brookshire

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K0 grants2018 1 grant2020 1 grant2021 1 grant2022 1 grant2023 0 grants2024

From 2020 to 2023, annual grant giving ranged from $23K (2021) to $40K (2023). In 2023 it made 1 grant totaling $40K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
$0$200K$400K$600K$800K2018 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$564,604$685,041$700,631
Revenue$340,013$606,550$383,330
Expenses$472,893$622,140$492,786
Qualifying Distributions$267,955$145,222$276,969

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2018–2024

Leadership & Key People

Officers and directors from IRS filings

Wellness Farms Inc is led by Jon A. Marshall, President & Director on every filing since 2018; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Jon A. Marshall

    President & Director

    On filings since 2018

    10 hrs/week

    No compensation reported

  • Roxann L. Marshall

    Secretary & Director

    On filings since 2018

    1 hr/week

    No compensation reported

  • Lindsey Cardone

    Assistant Secretary & Director

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Lindsey R. Marshall (2018) — Assistant Secretary & Director

Data from IRS Form 990 filings, 2018–2024. "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 Wellness Farms Inc

How large is Wellness Farms Inc?

Wellness Farms Inc reported $565K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $340K.

Where does Wellness Farms Inc operate?

Wellness Farms Inc has awarded grants in Texas.

What is Wellness Farms Inc's EIN?

Wellness Farms Inc's EIN (Employer Identification Number) is 27-4240771. IRS Form 990 filing data is available on this page for 2018–2024.

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

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