Wells Legacy Foundation

MELBOURNE, FL EIN: 82-3602316

Wells Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MELBOURNE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $143K in total assets. In 2024, it awarded 2 grants totaling $328K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$143K

-37.9% YoY

Annual Giving

$328K

+183.3% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$164K

+183.3% YoY

About Wells Legacy Foundation

Based on IRS filings

Wells Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MELBOURNE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $143K in total assets. In 2024, it awarded 2 grants totaling $328K. Net investment income was $11K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

OrlandoSee Attached

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$101K$202K$302K$403K20202021202220232024
Metric202420232022
Total Assets$142,608$229,565$317,719
Revenue$366,479$14,493$29,995
Expenses$327,765$116,887$78,621
Qualifying Distributions$327,765$115,679$78,621
Net Investment Income$10,614$14,493$19,215
Distributable Amount$9,200$13,834$17,049

Giving Over Time

Total grant dollars and number of grants per year

$0$82K$164K$246K$328K3 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

VARIOUS STOCK - SEE ATTA…$298KVARIOUS CASH - SEE ATTAC…$30K

Grant Size Distribution

11 grants across all recorded years

8<$50K2$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT G WELLSOFFICER/TRUS

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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