Nonprofit · EIN 33-0946827
TOBY WELLS FOUNDATION
Tax-exempt · POWAY, CA 92064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | -$461,403 | $644,093 | -$1,105,496 | $6,043,220 | $490,620 | $5,552,600 |
| December 31, 2024 | 990-PF | $782,008 | $964,119 | -$182,111 | $7,150,391 | $492,295 | $6,658,096 |
| December 31, 2023 | 990-PF | $966,299 | $1,143,265 | -$176,966 | $7,340,207 | $500,000 | $6,840,207 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $255,105
- Net rental income
- -$7,609
- Net gain from sales of assets
- -$716,508
Expenses
- Grants and similar amounts paid
- $8,010
- Salaries, compensation and benefits (total)
- $166,633
- Disbursements for charitable purposes
- $483,297
Balance sheet and other
- Total assets, start of year
- $7,150,391
- Total assets, end of year
- $6,043,220
- Total liabilities, end of year
- $490,620
- Net assets, end of year
- $5,552,600
- Fair market value of assets
- $6,043,220
- Qualifying distributions
- $483,297
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD H WELLS 17083 OLD COACH ROAD, POWAY, CA 920641417 | Chairman | 0 | $0 |
| LYNN D WELLS 17083 OLD COACH ROAD, POWAY, CA 920641417 | President & CEO | 0 | $0 |
| ADRIENNE WELLS HOLMES 17083 OLD COACH ROAD, POWAY, CA 92064 | Executive Direc | 0 | $0 |
| Mike Erwin 3228 CIRCA DE TIERRA, ENCINITAS, CA 92024 | Director | 0 | $0 |
| DALE J HOLMES 17083 OLD COACH ROAD, POWAY, CA 92064 | Director | 0 | $0 |
| EDWARD FUDURICH 3515 Caminito Daniella, DEL MAR, CA 92014 | Director | 0 | $0 |
| TONY PAPANIA 3679 Kalmia Street, SAN DIEGO, CA 92014 | Director | 0 | $0 |
| RYAN WEST 14390 CHEYENNE TRAIL, POWAY, CA 92064 | Director | 0 | $0 |
| APRIL R WEST 14390 Cheyenne Trail, POWAY, CA 92064 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD H WELLS 17083 OLD COACH ROAD, POWAY, CA 920641417 | Chairman | 0 | $0 |
| LYNN D WELLS 17083 OLD COACH ROAD, POWAY, CA 920641417 | President & CEO | 0 | $0 |
| ADRIENNE WELLS HOLMES 17083 OLD COACH ROAD, POWAY, CA 92064 | Executive Direc | 0 | $0 |
| Mike Erwin 1196 Abella Avenue, Carlsbad, CA 92009 | Director | 0 | $0 |
| DALE J HOLMES 17083 OLD COACH ROAD, POWAY, CA 92064 | Director | 0 | $0 |
| EDWARD FUDURICH 3515 Caminito Daniella, DEL MAR, CA 92014 | Director | 0 | $0 |
| TONY PAPANIA 3679 Kalmia Street, SAN DIEGO, CA 92014 | Director | 0 | $0 |
| RYAN WEST 14390 CHEYENNE TRAIL, POWAY, CA 92064 | Director | 0 | $0 |
| APRIL R WEST 14390 Cheyenne Trail, POWAY, CA 92064 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD H WELLS 17085 OLD COACH ROAD, POWAY, CA 920641417 | Chairman | 0 | $0 |
| LYNN D WELLS 17085 OLD COACH ROAD, POWAY, CA 920641417 | President & CEO | 0 | $0 |
| ADRIENNE WELLS HOLMES 14345 Cheri Lane, POWAY, CA 92064 | Executive Direc | 0 | $0 |
| Mike Erwin 1196 Abella Avenue, Carlsbad, CA 92009 | Director | 0 | $0 |
| DALE J HOLMES 14345 CHERI LANE, POWAY, CA 92064 | Director | 0 | $0 |
| EDWARD FUDURICH 3515 Caminito Daniella, DEL MAR, CA 92014 | Director | 0 | $0 |
| SUE HERNDON 16616 Espola Road, POWAY, CA 92064 | Director | 0 | $0 |
| TONY PAPANIA 3679 Kalmia Street, SAN DIEGO, CA 92014 | Director | 0 | $0 |
| JERRY RICHARDSON 16363 ESPOLA ROAD, POWAY, CA 92064 | Director | 0 | $0 |
| RYAN WEST 14390 CHEYENNE TRAIL, POWAY, CA 92064 | Director | 0 | $0 |
| APRIL R WEST 14390 Cheyenne Trail, POWAY, CA 92064 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 17083 OLD COACH RD, POWAY, CA 92064-1417
- In care of
- % LYNN WELLS
- Signed the 990-PF
- ADRIENNE WELLS HOLMES, Executive Director
- Phone
- (858) 391-2973
- Website
- WWW.TOBYWELLS.ORG
- Return prepared by
- Victor J Mosso CPA Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0946827 or by the name TOBY WELLS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0946827
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,043,220
- Income (IRS master file)
- $475,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | -$461,403 | $644,093 | $6,043,220 | XML |
| 990-PF | December 2024 | $782,008 | $964,119 | $7,150,391 | XML |
| 990-PF | December 2023 | $966,299 | $1,143,265 | $7,340,207 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 33-0946827).
Questions about TOBY WELLS FOUNDATION
- What is the EIN of TOBY WELLS FOUNDATION?
- The employer identification number (EIN) of TOBY WELLS FOUNDATION is 33-0946827.
- Is TOBY WELLS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to TOBY WELLS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TOBY WELLS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TOBY WELLS FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TOBY WELLS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TOBY WELLS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does TOBY WELLS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of -$461,403, expenses of $644,093 and total assets of $6,043,220 at year end.
Other nonprofits in POWAY
- GODS GIFT EIN 33-0831475 · last filed 990-PF for 2024
- BIKES FOR KIDS FOUNDATION EIN 04-3711941 · last filed 990 for 2024
- IMPACT MVMT FOUNDATION EIN 99-2426133 · last filed 990-EZ for 2024
- POWAY COMMUNITY FOUNDATION EIN 99-2859752 · last filed 990-EZ for 2025
- POWAY HIGH SCHOOL AQUATICS BOOSTER CLUB EIN 33-0487569 · last filed 990-EZ for 2025
- TRINITY PEAK FOUNDATION EIN 84-3831680 · last filed 990-PF for 2025
- HOPE HORSE RANCH OF POWAY EIN 47-1674207 · last filed 990-PF for 2025
- HUY & UYEN LITTLE FAMILY FOUNDATION EIN 93-4519001 · last filed 990-PF for 2025
All nonprofits in POWAY · California · Philanthropy, voluntarism and grantmaking foundations