Wells Legacy Foundation
EIN 823602316Total Given 2018–2024
$711K
13 grants · $102K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$30K
typical mid grants · $19K–$48K
grant size
75%
deep partner · 3/4 multi-year
repeat
$256K
Assets (2024)
4
Distinct Recipients
About
THE TAXPAYER HAD TROUBLE RETRIEVING THEIR SOURCE DOCUMENTS DUE TO CORONAVIRUS. THIS WAS NOT INTENTIONAL. WE ARE ASKING FOR A WAIVER OF THE LATE PAYMENT PENALTIES ASSOCIATED WITH THE ERROR.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(321) 432-8085
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $42K | $462K | $491K | 2 |
| 2019 | N/A | $467K | $20K | N/A |
| 2020 | $70K | $435K | $15K | 3 |
| 2021 | $77K | $414K | $26K | 2 |
| 2022 | $79K | $304K | $30K | 2 |
| 2023 | $116K | $227K | $14K | 2 |
| 2024 | $328K | $256K | $366K | 2 |
Grant Size Distribution
Based on 13 grants on record
Minimum
$8K
25th Pctl
$19K
Median
$30K
Average
$55K
75th Pctl
$48K
Maximum
$298K
Geographic Distribution
Officers & Directors
RW
Robert G Wells
7+ yrs
Officer/Trus
RW
Robert G Wells
7+ yrs
Officer/Trus
RW
Robert G Wells
7+ yrs
Officer/Trus
RW
Robert G Wells
7+ yrs
Officer/Trus
RW
Robert G Wells
7+ yrs
Officer/Trus
RW
Robert G Wells
7+ yrs
Officer/Trus
RW
Robert G Wells
7+ yrs
Officer/Trus
Grants Awarded (13 total)
| Purpose | ||||
|---|---|---|---|---|
| Various Stock - See Attached | See Attached, FL | $297,815 | CHARITABLE GIVING | 2024 |
| Various Stock - See Attached | See Attached, FL | $97,417 | CHARITABLE GIVING | 2023 |
| Various Stock - See Attached | See Attached, FL | $53,371 | CHARITABLE GIVING | 2022 |
| Various Stock - See Attached | See Attached, FL | $48,000 | CHARITABLE GIVING | 2020 |
| Various Stock - See Attached | See Attached, FL | $44,648 | CHARITABLE GIVING | 2021 |
| Various Cash - See Attached | Orlando, FL | $31,950 | CHARITABLE GIVING | 2021 |
| Various Cash - See Attached | Orlando, FL | $29,950 | CHARITABLE GIVING | 2024 |
| Various Cash - See Attached | Orlando, FL | $25,250 | CHARITABLE GIVING | 2022 |
| The Catholic Foundation of Central | Orlando, FL | $22,773 | CATHOLIC APPEAL AND OFFERATORY | 2018 |
| Various Cash - See Attached | See Attached, FL | $19,250 | CHARITABLE GIVING | 2018 |
| Various Cash - See Attached | Orlando, FL | $18,262 | CHARITABLE GIVING | 2023 |
| Various Cash - See Attached | See Attached, FL | $14,100 | CHARITABLE GIVING | 2020 |
| Various Cash - See Attached | Orlando, FL | $7,950 | CHARITABLE GIVING | 2020 |