Wells Family Foundation Inc

Winter Park, FL
Tax-exempt since Jan. 2007
EIN: 20-4003386

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$372k (2024)

Expenses

$281k (2024)

Total Assets

$5.32M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$371,982

Expenses

$280,540

Net Income

$91,442

Net Assets

$5,319,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$77,288	20.8%
Interest Revenue	$173	0.0%
Dividends	$167,219	45.0%
Sales of Assets	$127,302	34.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,330	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,319,172
Total Liabilities	$0
Net Assets	$5,319,172

Compensation

Key Employees and Officers	Compensation	Other
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0
Stephanie W Shackelford (Director)	$0	$0

990-PF

Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$70,248

Expenses

$331,558

Net Income

-$261,310

Net Assets

$5,227,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,172	> 100%
Interest Revenue	$1,339	1.9%
Dividends	$148,469	> 100%
Sales of Assets	-$154,732
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$307,242	92.7%
Compensation of Officers*	$1,500	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,227,730
Total Liabilities	$0
Net Assets	$5,227,730

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$1,500	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$378,967

Expenses

$312,755

Net Income

$66,212

Net Assets

$5,489,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$81,686	21.6%
Interest Revenue	$54	0.0%
Dividends	$111,270	29.4%
Sales of Assets	$185,957	49.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$289,380	92.5%
Compensation of Officers*	$4,500	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,489,040
Total Liabilities	$0
Net Assets	$5,489,040

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$4,500	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on May 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$448,098

Expenses

$270,572

Net Income

$177,526

Net Assets

$5,422,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97,296	21.7%
Interest Revenue	$37	0.0%
Dividends	$114,935	25.6%
Sales of Assets	$235,830	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$250,327	92.5%
Compensation of Officers*	$6,000	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,422,828
Total Liabilities	$1
Net Assets	$5,422,827

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$6,000	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on Dec. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$245,202

Expenses

$288,150

Net Income

-$42,948

Net Assets

$5,251,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,175	40.9%
Interest Revenue	$623	0.3%
Dividends	$111,316	45.4%
Sales of Assets	$33,088	13.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$274,025	95.1%
Compensation of Officers*	$9,000	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,251,185
Total Liabilities	$1
Net Assets	$5,251,184

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$9,000	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on May 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$303,711

Expenses

$321,734

Net Income

-$18,023

Net Assets

$5,294,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$110,542	36.4%
Interest Revenue	$1,189	0.4%
Dividends	$121,699	40.1%
Sales of Assets	$70,281	23.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$290,374	90.3%
Compensation of Officers*	$4,500	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,294,133
Total Liabilities	$0
Net Assets	$5,294,133

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$4,500	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on Dec. 17, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$748,037

Expenses

$287,795

Net Income

$460,242

Net Assets

$5,312,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,361	12.2%
Interest Revenue	$386	0.1%
Dividends	$123,961	16.6%
Sales of Assets	$532,329	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$266,660	92.7%
Compensation of Officers*	$6,000	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,312,156
Total Liabilities	$0
Net Assets	$5,312,156

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$6,000	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on Oct. 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$371,437

Expenses

$258,872

Net Income

$112,565

Net Assets

$4,851,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,514	24.6%
Interest Revenue	$35	0.0%
Dividends	$115,885	31.2%
Sales of Assets	$164,003	44.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,663	94.5%
Compensation of Officers*	$4,500	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,851,914
Total Liabilities	$0
Net Assets	$4,851,914

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$4,500	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on Feb. 20, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$346,820

Expenses

$273,734

Net Income

$73,086

Net Assets

$4,739,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$91,574	26.4%
Interest Revenue	$262	0.1%
Dividends	$102,945	29.7%
Sales of Assets	$152,039	43.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$257,248	94.0%
Compensation of Officers*	$7,500	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,739,349
Total Liabilities	$0
Net Assets	$4,739,349

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$7,500	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on Nov. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$372,859

Expenses

$263,670

Net Income

$109,189

Net Assets

$4,666,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,615	27.0%
Interest Revenue	$501	0.1%
Dividends	$90,873	24.4%
Sales of Assets	$180,870	48.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$238,893	90.6%
Compensation of Officers*	$7,500	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,666,263
Total Liabilities	$0
Net Assets	$4,666,263

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$7,500	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on Nov. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$440,549

Expenses

$230,171

Net Income

$210,378

Net Assets

$4,557,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$147,056	33.4%
Interest Revenue	$292	0.1%
Dividends	$151,443	34.4%
Sales of Assets	$139,045	31.6%
Other Income	$2,713	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,020	96.0%
Compensation of Officers*	$4,500	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,557,074
Total Liabilities	$0
Net Assets	$4,557,074

Compensation

Key Employees and Officers	Compensation	Other
Stephanie W Shackelford (Director)	$4,500	$0
Stephen Wells (Director)	$0	$0
Kristi Wells (Director)	$0	$0

990-PF

Filed on Jan. 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

-$7,899

Expenses

$210,939

Net Income

-$218,838

Net Assets

$4,346,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$102,415
Interest Revenue	$30
Dividends	$148,529
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,430	90.8%
Compensation of Officers*	$4,500	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,346,696
Total Liabilities	$1
Net Assets	$4,346,695

990-PF

Filed on Dec. 12, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$518,923

Expenses

$236,576

Net Income

$282,347

Net Assets

$4,565,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	14.5%
Interest Revenue	$148	0.0%
Dividends	$114,350	22.0%
Sales of Assets	$329,425	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,086	87.5%
Compensation of Officers*	$7,500	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,565,534
Total Liabilities	$0
Net Assets	$4,565,534

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$310,530

Expenses

$215,112

Net Income

$95,418

Net Assets

$4,283,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82	0.0%
Dividends	$120,067	38.7%
Sales of Assets	$190,381	61.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,474	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,283,187
Total Liabilities	$0
Net Assets	$4,283,187

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Updated June 30, 2025

Wells Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $372k (2024)

Expenses $281k (2024)

Total Assets $5.32M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$372k (2024)

Expenses

$281k (2024)

Total Assets

$5.32M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006