Nonprofit · EIN 20-4003386
WELLS FAMILY FOUNDATION INC
Tax-exempt · WINTER PARK, FL 32789
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $256,226 | $332,141 | -$75,915 | $6,663,024 | $0 | $6,663,024 |
| June 30, 2024 | 990-PF | $371,982 | $280,540 | $91,442 | $5,319,172 | $0 | $5,319,172 |
| June 30, 2023 | 990-PF | $70,248 | $331,558 | -$261,310 | $5,227,730 | $0 | $5,227,730 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $268,844
- Dividends
- $179,554
- Interest
- $4,824
- Net gain from sales of assets
- -$196,996
Expenses
- Grants and similar amounts paid
- $293,600
- Disbursements for charitable purposes
- $301,153
- Excise tax on investment income
- $2,132
Balance sheet and other
- Total assets, start of year
- $5,319,172
- Total assets, end of year
- $6,663,024
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,663,024
- Fair market value of assets
- $6,663,024
- Qualifying distributions
- $301,153
- Net investment income
- $184,378
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN WELLS 680 VIA LUGANO, WINTER PARK, FL 32789 | DIRECTOR | 1 | $0 |
| KRISTI WELLS 680 VIA LUGANO, WINTER PARK, FL 32789 | DIRECTOR | 1 | $0 |
| STEPHANIE W SHACKELFORD 5500 UNION CHURCH RD, FLOWERY BRANCH, GA 30542 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN WELLS 680 VIA LUGANO, WINTER PARK, FL 32789 | DIRECTOR | 1 | $0 |
| KRISTI WELLS 680 VIA LUGANO, WINTER PARK, FL 32789 | DIRECTOR | 1 | $0 |
| STEPHANIE W SHACKELFORD 5500 UNION CHURCH RD, FLOWERY BRANCH, GA 30542 | DIRECTOR | 5 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANIE W SHACKELFORD 867 CHEROKEE AVE S E, ATLANTA, GA 30315 | DIRECTOR | 5 | $1,500 |
| STEPHEN WELLS 680 VIA LUGANO, WINTER PARK, FL 32789 | DIRECTOR | 1 | $0 |
| KRISTI WELLS 680 VIA LUGANO, WINTER PARK, FL 32789 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 680 VIA LUGANO, WINTER PARK, FL 32789-1534
- In care of
- % STEPHEN WELLS
- Signed the 990-PF
- STEPHEN WELLS, DIRECTOR
- Phone
- (407) 628-1411
- Return prepared by
- HOSKINS QUIROS PATEL & LOID CPA LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4003386
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,663,024
- Income (IRS master file)
- $1,662,786
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $256,226 | $332,141 | $6,663,024 | XML |
| 990-PF | June 2024 | $371,982 | $280,540 | $5,319,172 | IRS |
| 990-PF | June 2023 | $70,248 | $331,558 | $5,227,730 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4003386).
Questions about WELLS FAMILY FOUNDATION INC
- What is the EIN of WELLS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of WELLS FAMILY FOUNDATION INC is 20-4003386.
- Is WELLS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WELLS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WELLS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WELLS FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLS FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WELLS FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WELLS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $256,226, expenses of $332,141 and total assets of $6,663,024 at year end.
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All nonprofits in WINTER PARK · Florida · Philanthropy, voluntarism and grantmaking foundations