Wells Family Charitable Trust
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.
Wells Family Charitable Trust at a glance
In short: Wells Family Charitable Trust gave $27K across 5 grants in 2025 (avg $5K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,061
- +3.4% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $5,412
- +3.4% vs 2024
- Median grant
- $1,561
- Total assets
- $405,608
- -0.8% vs 2024
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Wells Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Nature Conservancy ($15K). Together the top 5 received $27K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $26K (2022) to $28K (2021). In 2025 it made 5 grants totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Nature Conservancy Tulsa, OK | General Contribution | $15,000 |
| Clarehouse Inc Tulsa, OK | General Contribution | $8,500 |
| Tulsa SPCA Tulsa, OK | General Contribution | $1,561 |
| Humane Society of Tulsa Tulsa, OK | General Contribution | $1,000 |
| Oklahoma Alliance for Animals Tulsa, OK | General Contribution | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $405,608 | $25,939 | $356 | $27,061 | 5 | — | $20,939 | $29,151 |
| 2024 | $409,069 | $15,504 | $26,483 | $26,175 | 5 | $26,175 | $15,504 | $27,061 |
| 2023 | $420,125 | $12,820 | $27,321 | $27,112 | 5 | $27,112 | $12,820 | $26,175 |
| 2022 | $434,624 | $6,047 | $25,820 | $25,632 | 5 | $25,632 | $6,024 | $27,112 |
| 2021 | $454,269 | $5,804 | $28,659 | $28,459 | 5 | $27,854 | $5,604 | $25,632 |
| 2020 | $476,788 | $6,565 | $27,932 | $27,854 | 6 | — | $6,487 | $28,459 |
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.
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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
Live grants for the work Wells Family Charitable Trust funds
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