Wells Family Charitable Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Wells Family Charitable Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 95-3982216

Foundation Overview

Based in Newport Beach, CA, Wells Family Charitable Foundation has awarded 38 grants totaling $10,676,173 to organizations in California and Washington. Individual grants range from $43 to $7,000,000, with a median award of $32,207.5.

Latest Tax Year
2023
Total Giving (all years)
$10,676,173
Total Assets
$20,716,991
Median Grant (all grants)
$32,207.5

Latest Form 990-PF Snapshot

Total Grants
0 (No grants in 2023)
Median Grant
$0
% Median Grant Decline
-100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
California

97% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Los Angeles (41%), Claremont (32%), Newport Beach (11%).

Funding Trajectory
+532%

Strong 532% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Education + 3 others

Diversified giving across multiple program areas with primary emphasis on education (50%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Wells Family Charitable Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Mptf $1,000,000 Woodland Hills, CA, US Community Support 2022
Leland Stanford Junior University $7,000,000 Stanford, CA, US Education 2022
Calarts $40,000 Los Angeles, CA, US Arts Education 2021
Library Foundation Of Los Angeles $1,000 Los Angeles, CA, US Education/community 2021
Bhhs Alumni Association $500 Beverly Hills, CA, US Education 2021
La Philharmonic Assocation $25,000 Los Angeles, CA, US Arts Education 2021
Big Sur Fiddle Camp $1,000 Big Sur, CA, US Arts Education 2021
See Attachment $326,979 Newport Beach, CA, US See Attachment 2020
Children's Hospital Los Angeles $22,592 Los Angeles, CA, US Medicine/science 2020
La Philharmonic Assocation $188,867 Los Angeles, CA, US Arts 2020
Children's Hospital Los Angeles $87 Los Angeles, CA, US Medicine/science 2020
Greater Los Angeles Zoo Association $188,867 Los Angeles, CA, US Education/conservation 2020
Children's Hospital Los Angeles $3,068 Los Angeles, CA, US Medicine/science 2020
Children's Hospital Los Angeles $14,039 Los Angeles, CA, US Medicine/science 2020
Children's Hospital Los Angeles $43 Los Angeles, CA, US Medicine/science 2020
Children's Hospital Los Angeles $16,463 Los Angeles, CA, US Medicine/science 2020
See Attachment $225,065 Newport Beach, CA, US See Attachment 2018
See Attachment $356,980 Newport Beach, CA, US See Attachment 2017
See Attachment $91,536 Newport Beach, CA, US See Attachment 2016
Leland Stanford Junior University $48,878 Stanford, CA, US Education 2016
Children's Hospital Los Angeles $200,000 Los Angeles, CA, US Medicine 2016
La Philharmonic Assocation $200,000 Los Angeles, CA, US Arts 2016
Scripps $20,931 Claremont, CA, US Education 2016
Scripps $19,095 Claremont, CA, US Education 2016
Greater Los Angeles Zoo Association $200,000 Los Angeles, CA, US Education/conservation 2016
Pomona College $25,260 Claremont, CA, US Education 2016
Wallis Annenberg Centr Perf Arts $50,000 Beverly Hills, CA, US Arts 2016
World Vision $50,000 Tacoma, WA, US Humanitarian Services 2016
J Paul Getty Trust $24,500 Los Angeles, CA, US Arts/education 2016
Pomona College $36,299 Claremont, CA, US Education 2016
Pomona College $32,369 Claremont, CA, US Education 2016
Pomona College $105,792 Claremont, CA, US Education 2016
Scripps $20,560 Claremont, CA, US Education 2016
Scripps $32,046 Claremont, CA, US Education 2016
Scripps $38,848 Claremont, CA, US Education 2016
Scripps $23,929 Claremont, CA, US Education 2016
Scripps $21,772 Claremont, CA, US Education 2016
Scripps $23,808 Claremont, CA, US Education 2016

Foundations Similar to Wells Family Charitable Foundation

Discover 5 foundations with comparable assets ($20,611,892-$20,996,306), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 84-4820511 | 48 grants awarded
$20,716,761
(≈ Similar)
$46,000
median grant
San Diego, CA
Same state
100%
Excellent match

EIN: 95-3466851 | 141 grants awarded
$20,611,892
(≈ Similar)
$25,000
median grant
Pauma Valley, CA
Same state
100%
Excellent match

EIN: 23-7367419 | 64 grants awarded
$20,929,057
(≈ Similar)
$26,400
median grant
Woodland Hills, CA
Same state
99%
Excellent match

EIN: 84-6861419 | 58 grants awarded
$20,984,523
(≈ Similar)
$20,000
median grant
Palo Alto, CA
Same state
99%
Excellent match

EIN: 20-5150383 | 122 grants awarded
$20,996,306
(≈ Similar)
$53,452.5
median grant
San Luis Obispo, CA
Same state
99%
Excellent match

Contact Information

Official contact details for Wells Family Charitable Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 95-3982216
Website N/A
Address 450 NEWPORT CENTER DR STE 450 Newport Beach, CA 92660-7620

Key People (1)

Board members, trustees, and key staff who oversee Wells Family Charitable Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President Paul C Heeschen

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Wells Family Charitable Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.