Wells Family Charitable Trust

Private foundation · Grantmaker Tulsa, OK EIN: 73-1575685

Wells Family Charitable Trust is a private foundation, based in Tulsa, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $406K in total assets. In 2025, it awarded 5 grants totaling $27K. Net investment income was $21K.

Key facts about Wells Family Charitable Trust

In short: Wells Family Charitable Trust gave $27K across 5 grants in 2025 (avg $5K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.

EIN
73-1575685
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$27,061
Grants made (2025)
5
Average grant
$5,412
Median grant
$1,561
Total assets
$405,608
Primary geography
Oklahoma (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$406K

-0.8% YoY

Annual Giving

$27K

+3.4% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$5K

+3.4% YoY

Under IRS private-foundation payout rules, Wells Family Charitable Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

How Wells Family Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+6%). Method
  • In 2024 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

Share of 2025 grant dollars across all 5 itemized grants.

States

Cities

Tulsa

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K6 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $26K (2022) to $28K (2021). In 2025 it made 5 grants totaling $27K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Nature Conservancy: $15KNature Conservancy$15KClarehouse Inc: $9KClarehouse Inc$9KTulsa SPCA: $2KTulsa SPCA$2KHumane Society of Tulsa: $1KHumane Society of Tulsa$1KOklahoma Alliance for Animals: $1KOklahoma Alliance for Animals$1K

The largest 2025 recipient was Nature Conservancy ($15K). Together the top 5 received $27K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Nature Conservancy Tulsa, OKGeneral Contribution$15,000
Clarehouse Inc Tulsa, OKGeneral Contribution$8,500
Tulsa SPCA Tulsa, OKGeneral Contribution$1,561
Humane Society of Tulsa Tulsa, OKGeneral Contribution$1,000
Oklahoma Alliance for Animals Tulsa, OKGeneral Contribution$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$405,608$409,069$420,125
Revenue$25,939$15,504$12,820
Expenses$356$26,483$27,321
Qualifying Distributions—$26,175$27,112
Net Investment Income$20,939$15,504$12,820
Distributable Amount$29,151$27,061$26,175

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 4, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 19, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 2, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)

Leadership & Key People

Officers and directors from IRS filings

Wells Family Charitable Trust is led by Patricia L. Himes, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Patricia L. Himes

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Wells Family Charitable Trust

How much does Wells Family Charitable Trust give each year?

Wells Family Charitable Trust gave $27K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 5 grants.

What is Wells Family Charitable Trust's typical grant size?

Wells Family Charitable Trust's median grant in 2025 was $1,561, and its average grant was $5,412, across 5 grants on its 2025 IRS Form 990-PF.

Where does Wells Family Charitable Trust give grants?

Wells Family Charitable Trust gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Tulsa, OK (5 grants).

Does Wells Family Charitable Trust give general operating support?

Yes: 100% of Wells Family Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Wells Family Charitable Trust's largest grantees?

Wells Family Charitable Trust's largest 2025 grantees include Nature Conservancy ($15,000), Clarehouse Inc ($8,500) and Tulsa SPCA ($1,561), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.

How large is Wells Family Charitable Trust?

Wells Family Charitable Trust reported $406K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $26K.

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 2025, Wells Family Charitable Trust reported a distributable amount of $29K 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 2020–2025.

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

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