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
Under IRS private-foundation payout rules, Wells Family Charitable Trust reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Nature Conservancy ($15,000), Clarehouse Inc ($7,500), Tulsa SPCA ($1,675).
| Recipient | Purpose | Amount |
|---|---|---|
| Clarehouse Inc Tulsa, OK | General Contribution | $7,500 |
| Nature Conservancy Tulsa, OK | General Contribution | $15,000 |
| Tulsa SPCA Tulsa, OK | General Contribution | $1,675 |
| HUMANE SOCIETY OF TULSA Tulsa, OK | General Contribution | $1,000 |
| Oklahoma Alliance for Animals Tulsa, OK | General Contribution | $1,000 |
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
Frequently Asked Questions
What is Wells Family Charitable Trust?
Wells Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $409K in total assets as of 2024.
How large is Wells Family Charitable Trust?
As of 2024, Wells Family Charitable Trust holds $409K in total assets with $16K in annual revenue. It awarded 5 grants totaling $26K in 2024.
Where does Wells Family Charitable Trust operate?
Wells Family Charitable Trust has awarded grants in Oklahoma.
What size grants does Wells Family Charitable Trust award?
In 2024, Wells Family Charitable Trust awarded 5 grants totaling $26K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Wells Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wells Family Charitable Trust reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wells Family Charitable Trust's EIN?
Wells Family Charitable Trust's EIN (Employer Identification Number) is 73-1575685. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wells Family Charitable Trust'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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