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.
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.
Ready to take the next step with Wells Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- 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)
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.
Here's the math on researching Wells Family Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Wells Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Flint Family Foundation
Tulsa, OK
The Flint Family Foundation funds 501(c)(3) nonprofits in arts, education, health, and human services, focusing on northeastern Oklahoma, especially the Tulsa area. In 2025, grants ranged from $5,000 to $1 million, with a median of $20,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$29.2M
Grants
29
Total Given
$1.9M
Grace & Franklin Bernsen Foundation
Tulsa, OK
The foundation funds charitable, educational, literary, religious, and scientific work, as well as efforts to prevent cruelty to children, with support for capital, building, and program costs; it occasionally considers operating requests. Its 2024 grants ranged from $2,212 to $150,000, with a median of $20,000, and are limited by policy to nonprofit organizations in Tulsa, Oklahoma. It accepts requests through an abstract-first process, inviting eligible applicants to submit a full proposal.
Assets
$24.9M
Grants
68
Total Given
$1.8M
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports a broad range of charitable needs, including arts and humanities, healthcare, education, scholarships, emergency assistance, and endowments. Its 2024 grants had a median of $18,560 and primarily benefited the Tulsa area and eastern Oklahoma, with grants also reaching elsewhere in the U.S.; it administers application cycles for selected funds.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
The Cole Family Foundation
Owasso, OK
The Cole Family Foundation funded Oklahoma charities in areas including senior services, food assistance, homelessness, animal welfare, and higher education, typically giving $100–$1,000 (median $250). It terminated in 2021 after distributing its remaining assets and did not accept unsolicited requests.
Assets
—
Grants
15
Total Given
$5K
Saint Francis Hospital Inc
Tulsa, OK
Saint Francis Hospital supports nonprofit programs and sponsorships addressing community health needs, including healthcare access, food insecurity, mental health, housing, transportation, and employment, primarily in eastern Oklahoma. Its 2025 grants ranged from $6,000 to $2.5 million, with a median of $20,000. It accepts requests through its Community Partnership/Donation Request process; most are reviewed annually, with April 1 suggested for the coming fiscal year.
Assets
$4.4B
Grants
47
Total Given
$7.6M
One Gas Foundation Inc
Tulsa, OK
ONE Gas Foundation supports community enrichment and assistance, education and workforce development (including STEAM and leadership), and community collaboration, with grants benefiting public services, schools, workforce programs, culture, and recreation. Its 2024 grants ranged from $50 to $366,741, with a median of $2,370; most funding went to Oklahoma, followed by Texas and Kansas. The profile does not state whether it accepts unsolicited requests.
Assets
$32.7M
Grants
212
Total Given
$2.6M
Humane World for Animals Inc
Washington, DC
Humane World for Animals funds animal welfare work, including crisis care, shelter and rescue support, veterinary and spay/neuter services, and efforts to prevent cruelty; its work spans the United States and more than 50 countries. In 2025, grants ranged from $5,000 to $17.5 million, with a median of about $77,000. The profile does not state whether it accepts unsolicited requests.
Assets
$543.2M
Grants
209
Total Given
$51.2M
Ralph and Frances McGill Foundation
Tulsa, OK
The Ralph and Frances McGill Foundation supports Oklahoma nonprofits across areas including health, human services, education, arts, and community programs. Its 2025 grants ranged from $1,000 to $50,000, with a median of $5,000. It accepts written requests describing a specific need, along with a current board list and proof of 501(c)(3) status; no deadline is stated.
Assets
$5.9M
Grants
85
Total Given
$643K
The Anne and Henry Zarrow Foundation
Tulsa, OK
The foundation supports nonprofits addressing poverty through housing and homelessness services, basic needs, and physical and mental healthcare, primarily in the Tulsa metropolitan area, with occasional grants elsewhere in Oklahoma and in Israel. Its 2024 median grant was about $24,000, though awards ranged from $200 to $2.2 million; organizations may submit a rolling inquiry, but full proposals are by invitation only.
Assets
$281.0M
Grants
476
Total Given
$37.3M
Sanford P & Irene F Burnstein Foundation
Tulsa, OK
The foundation funds 501(c)(3) organizations working in education and youth development, human services, health, arts and sciences, social justice, and community vitality, primarily in Tulsa and the surrounding area. Its 2024 grants had a median of $30,000 and ranged from $229 to $1.35 million. It is invitation-only for new or lapsed applicants; eligible organizations may request an invitation during January 1–March 15 or June 1–August 15.
Assets
$14.4M
Grants
101
Total Given
$12.1M
Chinowth & Cohen Foundation
Tulsa, OK
Assets
$851
Grants
3
Total Given
$1K
Folds of Honor Foundation
Owasso, OK
Folds of Honor funds education scholarships for spouses and children of U.S. military service members and first responders killed or disabled in service, with awards available for K–12 and higher education in the United States and its territories. Awards are up to $5,000 per academic year, based on unmet need, and are paid directly to the school. It accepts scholarship applications through an online portal during its annual application window; it does not make grants to outside applicants.
Assets
$122.3M
Grants
1,551
Total Given
$37.6M
More Funders in Oklahoma
Wells Family Charitable Trust down — hundreds of funders to go?