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Wayne And Sharon Wellman Fam Foundation

Wayne H & Sharon W Wellman Co Ttee
  • Bonita Spgs, FL
  • Tax-exempt since Aug. 2010
  • EIN: 36-7521570

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$198k (2024)

Expenses
$45.9k (2024)

Total Assets
$697k (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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$197,723
Expenses
$45,874
Net Income
$151,849
Net Assets
$696,801
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,016
1.0%
Dividends $12,935
6.5%
Sales of Assets $182,772
92.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,200
83.3%
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 $696,801
Total Liabilities $0
Net Assets $696,801
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,987
Expenses
$45,813
Net Income
$42,174
Net Assets
$647,231
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $520
0.6%
Dividends $12,604
14.3%
Sales of Assets $74,863
85.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,550
84.1%
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 $647,231
Total Liabilities $0
Net Assets $647,231
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$3,530
Expenses
$41,703
Net Income
-$45,233
Net Assets
$555,075
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
Dividends $9,599
Sales of Assets -$13,158
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,500
85.1%
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 $555,075
Total Liabilities $0
Net Assets $555,075
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 11, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,670
Expenses
$37,443
Net Income
-$18,773
Net Assets
$744,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $11,677
62.5%
Sales of Assets $6,992
37.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,700
82.0%
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 $744,269
Total Liabilities $0
Net Assets $744,269
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 29, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,242
Expenses
$38,157
Net Income
-$21,915
Net Assets
$650,237
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $11,690
72.0%
Sales of Assets $4,548
28.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,000
86.5%
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 $650,238
Total Liabilities $1
Net Assets $650,237
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 14, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,045
Expenses
$33,644
Net Income
-$20,599
Net Assets
$582,539
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100
0.8%
Interest Revenue $100
0.8%
Dividends $12,609
96.7%
Sales of Assets $236
1.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,000
83.2%
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 $582,540
Total Liabilities $1
Net Assets $582,539
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on July 14, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,741
Expenses
$33,359
Net Income
-$10,618
Net Assets
$496,732
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $128
0.6%
Dividends $13,687
60.2%
Sales of Assets $8,926
39.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,550
82.6%
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 $496,732
Total Liabilities $0
Net Assets $496,732
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 9, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,647
Expenses
$34,656
Net Income
$42,991
Net Assets
$552,008
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $59
0.1%
Dividends $13,984
18.0%
Sales of Assets $63,604
81.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,156
84.1%
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 $552,008
Total Liabilities $0
Net Assets $552,008
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,202
Expenses
$30,028
Net Income
-$15,826
Net Assets
$513,013
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $12,617
88.8%
Sales of Assets $1,581
11.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,500
84.9%
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 $513,013
Total Liabilities $0
Net Assets $513,013
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,547
Expenses
$37,292
Net Income
-$12,745
Net Assets
$503,703
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $13,467
54.9%
Sales of Assets $11,076
45.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,500
87.2%
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 $503,703
Total Liabilities $0
Net Assets $503,703
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 16, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,493
Expenses
$36,979
Net Income
$25,514
Net Assets
$535,519
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $18,353
29.4%
Sales of Assets $43,488
69.6%
Other Income $635
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,500
85.2%
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 $535,519
Total Liabilities $0
Net Assets $535,519
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,013
Expenses
$36,185
Net Income
-$14,172
Net Assets
$528,413
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3
0.0%
Dividends $18,430
83.7%
Sales of Assets $3,580
16.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,625
87.4%
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 $528,413
Total Liabilities $0
Net Assets $528,413
Compensation
Key Employees and Officers Compensation Other
Wayne H Wellman (Trustee) $0 $0
Sharon Wellman (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,557
Expenses
$31,211
Net Income
$9,346
Net Assets
$494,724
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $19,436
47.9%
Sales of Assets $21,104
52.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,500
84.9%
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 $494,724
Total Liabilities $0
Net Assets $494,724

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,422
Expenses
$28,084
Net Income
$88,338
Net Assets
$461,189
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
85.9%
Interest Revenue $26
0.0%
Dividends $11,217
9.6%
Sales of Assets $5,179
4.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,100
85.8%
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 $461,189
Total Liabilities $0
Net Assets $461,189

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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