Wells Family Foundation Inc

Private foundation · Grantmaker Winter Park, FL EIN: 20-4003386

Wells Family Foundation Inc is a private foundation, based in Winter Park, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.7M in total assets. In 2025, it awarded 7 grants totaling $294K. Net investment income was $153K.

Key facts about Wells Family Foundation Inc

In short: Wells Family Foundation Inc gave $294K across 7 grants in 2025 (avg $42K), mostly in Georgia. Source: 2025 IRS Form 990-PF.

EIN
20-4003386
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$293,600
Grants made (2025)
7
Average grant
$41,943
Median grant
$40,000
Total assets
$6,663,024
Primary geography
Georgia (56% 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

$6.7M

+25.3% YoY

Annual Giving

$294K

+15.3% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$42K

+15.3% YoY

Under IRS private-foundation payout rules, Wells Family Foundation Inc reported a distributable amount of $321K for 2025 — the minimum it must pay out in qualifying distributions.

How Wells Family Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (+3%). Method
  • In 2025 it paid out 94% 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.

Your AI grants department

Ready to take the next step with Wells Family Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

OrlandoLakelandMaitlandFlowery BranchAtlantaBufordDaculaNew YorkNorth Fort MyersSanfordAltamonte SpringsLutzTravelers RestWinter Park

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K13 grants2020 9 grants2021 10 grants2022 9 grants2023 7 grants2024 7 grants2025

From 2020 to 2025, annual grant giving ranged from $242K (2021) to $302K (2023). In 2025 it made 7 grants totaling $294K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Eagle Ranch: $75KEagle Ranch$75KHamilton Mill Church: $50KHamilton Mill Church$50KElevate Orlando: $40KElevate Orlando$40KOak Hill Classical School: $40KOak Hill Classical School$40KOne More Child: $38KOne More Child$38KCross Town Ministries: $31KCross Town Ministries$31KNew City Orlando: $20KNew City Orlando$20K

The largest 2025 recipient was Eagle Ranch ($75K). Together the top 7 received $294K.

Grant Size Distribution

42 grants across all recorded years

26<$50K15$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 26 grants of 42 (62%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Eagle Ranch Flowery Branch, GAChildrens Assistance$75,000
Hamilton Mill Church Buford, GAMinistry Services$50,000
Elevate Orlando Maitland, FLChildrens Assistance$40,000
Oak Hill Classical School Dacula, GAChildrens Assistance$40,000
One More Child Lakeland, FLChildrens Assistance$38,100
Cross Town Ministries Orlando, FLMinistry Services$30,500
New City Orlando Orlando, FLMinistry Services$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$6,663,024$5,319,172$5,227,730
Revenue$256,226$371,982$70,248
Expenses$332,141$280,540$331,558
Qualifying Distributions$301,153$258,330$307,242
Net Investment Income$153,390$272,484$128,637
Distributable Amount$320,972$287,328$277,366

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 May 28, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS December 2, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Wells Family Foundation Inc's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Stephanie W. Shackelford

    Director

    On filings since 2020

    1 hr/week

    $9K (2020) → $0 (2025)

  • Kristi Wells

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Stephen Wells

    Director

    On filings since 2020

    1 hr/week

    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.

Compensation Overview

From 2023 IRS filing

Stephanie W Shackelford — Director: $2KStephanie W ShackelfordDirector$2K

The highest reported compensation on the 2023 filing was $2K, to Stephanie W Shackelford (Director).

Frequently asked questions about Wells Family Foundation Inc

How much does Wells Family Foundation Inc give each year?

Wells Family Foundation Inc gave $294K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $255K across 7 grants.

What is Wells Family Foundation Inc's typical grant size?

Wells Family Foundation Inc's median grant in 2025 was $40,000, and its average grant was $41,943, across 7 grants on its 2025 IRS Form 990-PF.

Where does Wells Family Foundation Inc give grants?

Wells Family Foundation Inc gives mostly in Georgia: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (44%). The most frequent recipient cities were Orlando, FL (2 grants).

Does Wells Family Foundation Inc give general operating support?

Not in 2025: none of the 7 grants with a stated purpose on Wells Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Childrens Assistance" (4 grants) and "Ministry Services" (3 grants).

Who are Wells Family Foundation Inc's largest grantees?

Wells Family Foundation Inc's largest 2025 grantees include Eagle Ranch ($75,000), Hamilton Mill Church ($50,000) and Elevate Orlando ($40,000), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.

How large is Wells Family Foundation Inc?

Wells Family Foundation Inc reported $6.7M in total assets on its 2025 IRS Form 990-PF. It paid out $301K in qualifying distributions that year, against a required minimum of $321K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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 2020–2025.

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

Your AI grants department

Here's the math on researching Wells Family Foundation Inc by hand.

Explore Open Grants

Browse active grant opportunities in Wells Family Foundation Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Christian Community Foundation Inc

Colorado Springs, CO

WaterStone funds charitable and educational efforts, especially direct Christian ministries, through donor-recommended grants to eligible U.S. and international nonprofits whose missions align with its Statement of Faith. Its 2025 grants had a median of $20,000, though amounts varied widely; it does not state whether it accepts unsolicited requests, and grants are recommended by donors.

Philanthropy, Voluntarism & Grantmaking

Assets

$746.4M

Grants

1,651

Total Given

$161.8M

Publix Super Markets Charities Inc

Lakeland, FL

Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.

Assets

$233.8M

Grants

3,269

Total Given

$52.5M

The Community Foundation for Northeast Florida Inc

Jacksonville, FL

The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.

Philanthropy, Voluntarism & Grantmaking

Assets

$708.7M

Grants

2,470

Total Given

$78.0M

Community Foundation of Tampa Bay Inc

Tampa, FL

The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.0B

Grants

698

Total Given

$54.3M

Gulf Coast Community Foundation Inc

Venice, FL

Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.

Philanthropy, Voluntarism & Grantmaking

Assets

$533.7M

Grants

651

Total Given

$45.0M

Early Learning Coalition of Broward County Inc

Fort Lauderdale, FL

The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.

Human Services

Assets

$15.9M

Grants

636

Total Given

$152.2M

Leslie L Alexander Foundation Inc

Delray Beach, FL

The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$291.4M

Grants

622

Total Given

$28.4M

CSX Foundation Inc

Jacksonville, FL

Philanthropy, Voluntarism & Grantmaking

Assets

$9.7M

Grants

607

Total Given

$13.7M

United Way Miami Inc

Miami, FL

United Way Miami funds education, economic mobility, health and wellbeing, and resilient-community programs, with its community focus in Miami-Dade County. Its 2025 grants ranged from $5,082 to $1,693,432, with a median of $18,410; published opportunities include selected awards of up to $153,000. It publishes specific grant opportunities and application details; whether it accepts unsolicited requests is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$157.2M

Grants

562

Total Given

$32.6M

The Community Foundation of Sarasota CO Inc

Sarasota, FL

The Community Foundation of Sarasota County funds nonprofits working in areas including human services, education, arts, health, economic stability, animal welfare, and community resilience. Its typical grants are around $10,000–$25,000, with a 2025 median of $18,798, for programs serving Sarasota, Manatee, Charlotte, or DeSoto County. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$518.5M

Grants

540

Total Given

$41.2M

Wayne M Densch Charities Inc

Orlando, FL

Education

Assets

$19.2M

Grants

524

Total Given

$463K

John S and James L Knight Foundation

Miami, FL

Knight funds journalism, arts and culture, community development, and related work on information and economic mobility, primarily in 26 communities where the Knight brothers published newspapers, as well as nationally. In 2024, grants ranged from $2,500 to $5 million, with a median of $85,300. It does not accept unsolicited requests while its Letter of Inquiry process is paused; applicants can check for specific open calls.

Education

Assets

$2.5B

Grants

513

Total Given

$147.7M

More Funders in Florida

Wells Family Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?