Wells Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $409K in total assets. In 2024, it awarded 5 grants totaling $26K. Net investment income was $16K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$409K
-2.6% YoY
Annual Giving
$26K
-3.5% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$5K
-3.5% YoY
About Wells Family Charitable Trust
Based on IRS filings
Wells Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $409K in total assets. In 2024, it awarded 5 grants totaling $26K. Net investment income was $16K.
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 | $409,069 | $420,125 | $434,624 |
| Revenue | $15,504 | $12,820 | $6,047 |
| Expenses | $26,483 | $27,321 | $25,820 |
| Qualifying Distributions | $26,175 | $27,112 | $25,632 |
| Net Investment Income | $15,504 | $12,820 | $6,024 |
| Distributable Amount | $27,061 | $26,175 | $27,112 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA L HIMES | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Krimbill Family Foundation
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Leslie Powell Trust
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Little Oklahoma Non-profit Boat Ramp Corporation
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Assets
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Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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