Lillian S Wells Foundation Inc

Fort Lauderdale, FL
Tax-exempt since June 1975
EIN: 23-7433827

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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.

Donations to this organization are tax deductible.

Revenue

$3.09M (2023)

Expenses

$3.24M (2023)

Total Assets

$31.3M (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Revenue

$3,086,372

Expenses

$3,237,967

Net Income

-$151,595

Net Assets

$31,253,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$161,829	5.2%
Dividends	$584,926	19.0%
Sales of Assets	$2,331,609	75.5%
Other Income	$8,008	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,040,000	93.9%
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	$31,253,505
Total Liabilities	$0
Net Assets	$31,253,505

Compensation

Key Employees and Officers	Compensation	Other
Barbara S Wells (President, Director)	$0	$0
Ellen Mcpherson (Director, Assit Treasurer)	$0	$0
James I Ulmer (Director, Vp,)	$0	$0
Walter W Bell (Secretary)	$0	$0
Michael Weymouth (Treasurer, Director)	$0	$0

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990-PF

Filed on Feb. 4, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,862,009

Expenses

$3,415,253

Net Income

-$553,244

Net Assets

$31,405,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94,610	3.3%
Dividends	$593,647	20.7%
Sales of Assets	$2,172,043	75.9%
Other Income	$1,709	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,060,000	89.6%
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	$31,405,100
Total Liabilities	$0
Net Assets	$31,405,100

Compensation

Key Employees and Officers	Compensation	Other
Barbara S Wells (President, Director)	$0	$0
Ellen Mcpherson (Director, Assit Treasurer)	$0	$0
James I Ulmer (Director, Vp,)	$0	$0
Walter W Bell (Secretary)	$0	$0
Michael Weymouth (Treasurer, Director)	$0	$0

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990-PF

Filed on Nov. 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$4,914,869

Expenses

$3,424,943

Net Income

$1,489,926

Net Assets

$31,958,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$84,851	1.7%
Dividends	$621,706	12.6%
Sales of Assets	$4,208,312	85.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,090,000	90.2%
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	$31,958,344
Total Liabilities	$0
Net Assets	$31,958,344

Compensation

Key Employees and Officers	Compensation	Other
Barbara S Wells (President, Director)	$0	$0
Ellen Mcpherson (Director, Treasurer)	$0	$0
James I Ulmer (Director, Vp,)	$0	$0
Walter W Bell (Secretary)	$0	$0
George D Smith Iii (Director, Assist Treasurer)	$0	$0
Michael Weymouth (Treasurer, Director)	$0	$0

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990-PF

Filed on July 20, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$2,621,266

Expenses

$3,613,028

Net Income

-$991,762

Net Assets

$30,468,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$113,329	4.3%
Dividends	$601,899	23.0%
Sales of Assets	$1,906,038	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,382,500	93.6%
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	$30,468,418
Total Liabilities	$1
Net Assets	$30,468,417

Compensation

Key Employees and Officers	Compensation	Other
Barbara S Wells (President, Director)	$0	$0
Ellen Mcpherson (Director, Treasurer)	$0	$0
James I Ulmer (Director, Vp, Assist Treas)	$0	$0
Walter W Bell (Secretary)	$0	$0
George D Smith Iii (Director, Assist Treasurer)	$0	$0

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990-PF

Filed on Oct. 28, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$2,300,661

Expenses

$3,886,346

Net Income

-$1,585,685

Net Assets

$31,460,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$134,700	5.9%
Dividends	$706,339	30.7%
Sales of Assets	$1,459,622	63.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,582,500	92.2%
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	$31,460,180
Total Liabilities	$0
Net Assets	$31,460,180

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$3,068,222

Expenses

$3,674,432

Net Income

-$606,210

Net Assets

$36,405,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$165,493	5.4%
Dividends	$821,679	26.8%
Sales of Assets	$2,081,050	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,237,857	88.1%
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	$36,405,710
Total Liabilities	$0
Net Assets	$36,405,710

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$4,354,275

Expenses

$3,053,970

Net Income

$1,300,305

Net Assets

$37,011,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$157,137	3.6%
Dividends	$761,952	17.5%
Sales of Assets	$3,435,186	78.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,652,857	86.9%
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	$37,011,920
Total Liabilities	$0
Net Assets	$37,011,920

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$3,793,071

Expenses

$2,328,748

Net Income

$1,464,323

Net Assets

$35,711,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$176,097	4.6%
Dividends	$742,470	19.6%
Sales of Assets	$2,874,504	75.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,991,565	85.5%
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	$35,711,615
Total Liabilities	$0
Net Assets	$35,711,615

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$2,061,932

Expenses

$2,763,894

Net Income

-$701,962

Net Assets

$34,247,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$222,138	10.8%
Dividends	$734,951	35.6%
Sales of Assets	$1,104,225	53.6%
Other Income	$618	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,451,316	88.7%
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	$34,247,292
Total Liabilities	$0
Net Assets	$34,247,292

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,898,770

Expenses

$3,341,472

Net Income

-$442,702

Net Assets

$34,949,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$265,200	9.1%
Dividends	$647,156	22.3%
Sales of Assets	$1,986,414	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,979,534	89.2%
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	$34,949,254
Total Liabilities	$0
Net Assets	$34,949,254

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated June 30, 2025

Lillian S Wells Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.09M (2023)

Expenses $3.24M (2023)

Total Assets $31.3M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2009

Revenue

$3.09M (2023)

Expenses

$3.24M (2023)

Total Assets

$31.3M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001