Wells Family Charitable Foundation

EIN 953982216 Private Foundation

Newport Beach, CA 92660 |(949) 644-1850

Total Given 2016–2021
$2.7M
36 grants · $446K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$29K
typical mid grants · $20K–$95K
grant size
29%
balanced · 4/14 multi-year
repeat
$20.7M
Assets (2023)
14
Distinct Recipients

Focus Areas

Education Arts & Culture Community Development

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Contact Person WELLS FAMILY CHARITABLE FOUNDATION
Phone (949) 644-1850
Deadlines N/A
How to Apply N/A
Restrictions N/A
Visit funder website

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $1.3M $8.5M $55K 20
2017 $357K $8.5M $146K 1
2018 $225K $12.7M $6.4M 1
2020 $761K $17.1M $382K 9
2021 $68K $16.8M $474K 5
2023 N/A $20.7M $6.5M N/A

Grant Size Distribution

Based on 36 grants on record

Minimum
$43
25th Pctl
$20K
Median
$29K
Average
$74K
75th Pctl
$95K
Maximum
$357K

Geographic Distribution

Officers & Directors

Grants Awarded (36 total)

Purpose
See Attachment Newport Beach, CA $356,980 SEE ATTACHMENT 2017
See Attachment Newport Beach, CA $326,979 SEE ATTACHMENT 2020
See Attachment Newport Beach, CA $225,065 SEE ATTACHMENT 2018
Children's Hospital LOS Angeles LOS Angeles, CA $200,000 MEDICINE 2016
La Philharmonic Assocation LOS Angeles, CA $200,000 ARTS 2016
Greater LOS Angeles Zoo Association LOS Angeles, CA $200,000 EDUCATION/CONSERVATION 2016
La Philharmonic Assocation LOS Angeles, CA $188,867 ARTS 2020
Greater LOS Angeles Zoo Association LOS Angeles, CA $188,867 EDUCATION/CONSERVATION 2020
Pomona College Claremont, CA $105,792 EDUCATION 2016
See Attachment Newport Beach, CA $91,536 SEE ATTACHMENT 2016
Wallis Annenberg Centr PERF Arts Beverly Hills, CA $50,000 ARTS 2016
World Vision Tacoma, WA $50,000 HUMANITARIAN SERVICES 2016
Leland Stanford Junior University Stanford, CA $48,878 EDUCATION 2016
Calarts LOS Angeles, CA $40,000 ARTS EDUCATION 2021
Scripps Claremont, CA $38,848 EDUCATION 2016
Pomona College Claremont, CA $36,299 EDUCATION 2016
Pomona College Claremont, CA $32,369 EDUCATION 2016
Scripps Claremont, CA $32,046 EDUCATION 2016
Pomona College Claremont, CA $25,260 EDUCATION 2016
La Philharmonic Assocation LOS Angeles, CA $25,000 ARTS EDUCATION 2021
J Paul Getty Trust LOS Angeles, CA $24,500 ARTS/EDUCATION 2016
Scripps Claremont, CA $23,929 EDUCATION 2016
Scripps Claremont, CA $23,808 EDUCATION 2016
Children's Hospital LOS Angeles LOS Angeles, CA $22,592 MEDICINE/SCIENCE 2020
Scripps Claremont, CA $21,772 EDUCATION 2016

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