Wells Charitable Trust

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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.

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.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,772
Expenses
$28,863
Net Income
-$19,091
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $251
2.6%
Dividends $450
4.6%
Sales of Assets $9,071
92.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,000
72.8%
Compensation of Officers* $4,829
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Larry Siegel (Trustee) $4,829 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,717
Expenses
$26,561
Net Income
-$10,844
Net Assets
$19,091
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $628
4.0%
Dividends $1,316
8.4%
Sales of Assets $13,773
87.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,170
94.8%
Compensation of Officers* $2,300
8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $33,041
Total Liabilities $13,950
Net Assets $19,091
Compensation
Key Employees and Officers Compensation Other
Larry Siegel (Trustee) $2,300 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,070
Expenses
$33,068
Net Income
-$26,998
Net Assets
$29,935
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,712
28.2%
Dividends $1,944
32.0%
Sales of Assets $2,414
39.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,927
87.5%
Compensation of Officers* $4,193
12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $37,170
Total Liabilities $7,235
Net Assets $29,935
Compensation
Key Employees and Officers Compensation Other
Larry Siegel (Trustee) $4,193 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,607
Expenses
$38,881
Net Income
-$33,274
Net Assets
$56,933
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,672
65.5%
Dividends $2,165
38.6%
Sales of Assets -$230
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,608
91.6%
Compensation of Officers* $2,270
5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $82,133
Total Liabilities $25,200
Net Assets $56,933
Compensation
Key Employees and Officers Compensation Other
Larry Siegel (Trustee) $2,270 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,592
Expenses
$43,829
Net Income
-$32,237
Net Assets
$90,207
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,530
47.7%
Dividends $2,303
19.9%
Sales of Assets $3,759
32.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,284
89.6%
Compensation of Officers* $4,460
10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $97,780
Total Liabilities $7,573
Net Assets $90,207
Compensation
Key Employees and Officers Compensation Other
Larry Siegel (Trustee) $4,460 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,571
Expenses
$47,638
Net Income
-$36,067
Net Assets
$122,444
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,044
52.2%
Dividends $4,404
38.1%
Sales of Assets $1,123
9.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,550
91.4%
Compensation of Officers* $5,167
10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $123,444
Total Liabilities $1,000
Net Assets $122,444
Compensation
Key Employees and Officers Compensation Other
Larry Siegel (Trustee) $5,167 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,935
Expenses
$43,467
Net Income
-$22,532
Net Assets
$158,511
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,044
28.9%
Dividends $6,843
32.7%
Sales of Assets $8,048
38.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,642
84.3%
Compensation of Officers* $5,130
11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $173,378
Total Liabilities $14,867
Net Assets $158,511

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,602
Expenses
$48,747
Net Income
-$38,145
Net Assets
$181,182
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,007
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,125
92.6%
Compensation of Officers* $5,346
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $185,782
Total Liabilities $4,600
Net Assets $181,182

Document Links

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

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

Fiscal Year Ending Dec.
2008

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

Fiscal Year Ending Dec.
2007

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

Fiscal Year Ending Dec.
2006

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

Fiscal Year Ending Dec.
2002

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

Fiscal Year Ending Dec.
2001

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

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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