Wells Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $156K in total assets. In 2024, it awarded 31 grants totaling $97K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$156K
-2.0% YoY
Annual Giving
$97K
-29.7% YoY
Grant Count
31
+3.3% YoY
Avg Grant Size
$3K
-31.9% YoY
Under IRS private-foundation payout rules, Wells Family Foundation reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.
About Wells Family Foundation
Based on IRS filings
Wells Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $156K in total assets. In 2024, it awarded 31 grants totaling $97K.
Focus Areas
Ready to take the next step with Wells Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $155,604 | $158,844 | $210,600 |
| Revenue | $101,601 | $86,586 | $97,028 |
| Expenses | $104,841 | $138,342 | $90,466 |
| Qualifying Distributions | $97,056 | $138,000 | $90,000 |
| Net Investment Income | — | $3,199 | $1,528 |
| Distributable Amount | $6,661 | $5,111 | $6,516 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
129 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Als Association or and Sw Wa ($15,000), Library Foundation ($10,000), Greater Flint Health Coalition ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADOPT ONE BLOCK PORTLAND, OR | EXEMPT PURPOSE | $5,000 |
| LUCILE PACKARD FOUNDATION PALO ALTO, CA | EXEMPT PURPOSE | $2,000 |
| EASTERN MICHIGAN UNIVERSITY YPSILANTI, MI | EXEMPT PURPOSE | $2,000 |
| EVANS SCHOLARS FOUNDATION GLENVIEW, IL | EXEMPT PURPOSE | $2,500 |
| ST MARY'S ACADEMY PORTLAND, OR | EXEMPT PURPOSE | $5,000 |
| ST ANDREW NATIVITY SCHOOL PORTLAND, OR | EXEMPT PURPOSE | $2,500 |
| LIBRARY FOUNDATION PORTLAND, OR | EXEMPT PURPOSE | $10,000 |
| PORTLAND STATE UNIV FOUNDATION PORTLAND, OR | EXEMPT PURPOSE | $5,000 |
| ST JOHN FISCHER PORTLAND, OR | EXEMPT PURPOSE | $2,500 |
| GENESEE COUNTY HABITAT FOR HUMANITY FLINT, MI | EXEMPT PURPOSE | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT W WELLS | VICE PRESIDE | — | — |
| DAVID B WELLS | VICE PRESIDE | — | — |
| JAMES B WELLS | VP & SECRETA | — | — |
| GEORGE M WELLS | PRESIDENT | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wells Family Foundation?
Wells Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAKE OSWEGO, OR. It holds $156K in total assets as of 2024.
How large is Wells Family Foundation?
As of 2024, Wells Family Foundation holds $156K in total assets with $102K in annual revenue. It awarded 31 grants totaling $97K in 2024.
Where does Wells Family Foundation operate?
Wells Family Foundation has awarded grants in California, Connecticut, District of Columbia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, North Carolina, New Jersey, Ohio, Oregon, Texas, Virginia.
What size grants does Wells Family Foundation award?
In 2024, Wells Family Foundation awarded 31 grants totaling $97K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Wells Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wells Family Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wells Family Foundation's EIN?
Wells Family Foundation's EIN (Employer Identification Number) is 20-8584460. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wells Family Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Greater Bend Rotary Club Foundation
BEND, OR
Assets
$773K
Grants
1
Total Given
$12K
The Vibrant Village Foundation
BEAVERTON, OR
Assets
$100.3M
Grants
42
Total Given
$3.1M
Wagner Family Foundation
LAKE OSWEGO, OR
Assets
$215K
Grants
4
Total Given
$215K
City Fund
BEAVERTON, OR
Assets
$118.7M
Grants
119
Total Given
$78.0M
Portland Rotary Charitable Trust
PORTLAND, OR
Assets
$4.6M
Grants
8
Total Given
$86K
Carrico Family Foundation
MEDFORD, OR
Assets
—
Grants
70
Total Given
$2.9M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Wells Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Wells Family Foundation to a real strategy.