Wells Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINTER PARK, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 7 grants totaling $255K. Net investment income was $272K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3M
+1.7% YoY
Annual Giving
$255K
-15.8% YoY
Grant Count
7
-22.2% YoY
Avg Grant Size
$36K
+8.3% YoY
Under IRS private-foundation payout rules, Wells Family Foundation Inc reported a distributable amount of $287K for 2024 — the minimum it must pay out in qualifying distributions.
About Wells Family Foundation Inc
Based on IRS filings
Wells Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINTER PARK, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it awarded 7 grants totaling $255K. Net investment income was $272K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,319,172 | $5,227,730 | $5,489,040 |
| Revenue | $371,982 | $70,248 | $378,967 |
| Expenses | $280,540 | $331,558 | $312,755 |
| Qualifying Distributions | $258,330 | $307,242 | $289,380 |
| Net Investment Income | $272,484 | $128,637 | $277,924 |
| Distributable Amount | $287,328 | $277,366 | $308,962 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Eagle Ranch ($74,000), Elevate Orlando ($50,000), Hamilton Mill Church ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CROSS TOWN MINISTRIES ORLANDO, FL | MINISTRY SERVICES | $20,000 |
| EAGLE RANCH FLOWERY BRANCH, GA | CHILDRENS ASSISTANCE | $74,000 |
| ELEVATE ORLANDO MAITLAND, FL | CHILDRENS ASSISTANCE | $50,000 |
| HAMILTON MILL CHURCH BUFORD, GA | MINISTRY SERVICES | $50,000 |
| NEW CITY ORLANDO ORLANDO, FL | MINISTRY SERVICES | $20,000 |
| OAK HILL CLASSICAL SCHOOL DACULA, GA | CHILDRENS ASSISTANCE | $20,000 |
| ONE MORE CHILD LAKELAND, FL | CHILDRENS ASSISTANCE | $20,550 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN WELLS | DIRECTOR | 1 | — |
| KRISTI WELLS | DIRECTOR | 1 | — |
| STEPHANIE W SHACKELFORD | DIRECTOR | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wells Family Foundation Inc?
Wells Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINTER PARK, FL. It holds $5.3M in total assets as of 2024.
How large is Wells Family Foundation Inc?
As of 2024, Wells Family Foundation Inc holds $5.3M in total assets with $372K in annual revenue. It awarded 7 grants totaling $255K in 2024.
Where does Wells Family Foundation Inc operate?
Wells Family Foundation Inc has awarded grants in Florida, Georgia, New York, South Carolina.
What size grants does Wells Family Foundation Inc award?
In 2024, Wells Family Foundation Inc awarded 7 grants totaling $255K — an average of about $36K per grant, based on its IRS Form 990 filings.
How much is Wells Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wells Family Foundation Inc reported a distributable amount of $287K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wells Family Foundation Inc's EIN?
Wells Family Foundation Inc's EIN (Employer Identification Number) is 20-4003386. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wells Family Foundation Inc'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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