Wells Family Charitable Foundation
EIN 953982216Total 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
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
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 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
PH
Paul C Heeschen
President
Leadership
PH
Paul C Heeschen
President
Leadership
LW
Luanne C Wells
President
Leadership
PH
Paul C Heeschen
Secretary
Leadership
LW
Luanne C Wells
President
Leadership
PH
Paul C Heeschen
Secretary
Leadership
LW
Luanne C Wells
President
Leadership
PH
Paul C Heeschen
Secretary
Leadership
LW
Luanne C Wells
President
Leadership
PH
Paul C Heeschen
Secretary
Leadership
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 |