Wells Family Foundation Inc
WINTER PARK, FL EIN: 20-4003386
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Wells Family Foundation Inc fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Florida $948K (71%)
Georgia $377K (28%)
New York $8K (1%)
South Carolina $2K (0%)
Cities
Altamonte SpringsAtlantaBufordDaculaFlowery BranchLakelandLutzMaitlandNew YorkNorth Fort MyersOrlandoSanfordTravelers RestWinter Park
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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