Nonprofit · EIN 36-7354545
MARION G WELLS FOUNDATION
Also known as WELLS MARION G TTEE
Tax-exempt · WINDERMERE, FL 34786
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $521,179 | $517,558 | $3,621 | $2,786,825 | $1,616 | $2,785,209 |
| December 31, 2023 | 990-PF | $317,658 | $466,477 | -$148,819 | $2,781,588 | $0 | $2,781,588 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $74,571
- Interest
- $3,068
- Net gain from sales of assets
- $442,806
- Other income
- $734
Expenses
- Grants and similar amounts paid
- $450,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $452,000
- Excise tax on investment income
- $6,421
Balance sheet and other
- Total assets, start of year
- $2,781,588
- Total assets, end of year
- $2,786,825
- Total liabilities, end of year
- $1,616
- Net assets, end of year
- $2,785,209
- Fair market value of assets
- $4,133,121
- Qualifying distributions
- $452,000
- Net investment income
- $521,179
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN J FLEMM 3242 DOWNS COVE ROAD, WINDERMERE, FL 34786 | PRESIDENT & TRUSTEE | 2 | $0 |
| TED DIMIG 240 EAST 39TH STREET 11G, NEW YORK, NY 10016 | TSTEE, AS NEC. | 1 | $0 |
| DAVID RANDALL NASER 259 SHUBERT ROAD, HARTWELL, GA 30643 | TSTEE, AS NEC. | 1 | $0 |
| JAMES C SCHROER 1110 SEMINOLE DRIVE 202, FORT LAUDERDALE, FL 33304 | TSTEE, AS NEC. | 1 | $0 |
| WILLIAM T MCKINLEY 2850 ROYAL ISLE DRIVE, TALLAHASSEE, FL 32312 | TSTEE, AS NEC. | 1 | $0 |
| WILLIAM K HYATT 101 GOLDFINCH LANE, ASHEVILLE, NC 28803 | TSTEE, AS NEC. | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM K HYATT 101 GOLDFINCH LANE, ASHEVILLE, NC 28803 | TSTEE, AS NEC. | 1 | $30,000 |
| JOHN J FLEMM 3242 DOWNS COVE ALLEY, WINDERMERE, FL 34786 | PRESIDENT & TRUSTEE | 2 | $0 |
| TED DIMIG 240 EAST 39TH STREET 11G, NEW YORK, NY 10016 | TSTEE, AS NEC. | 1 | $0 |
| DAVID RANDALL NASER 259 SHUBERT ROAD, HARTWELL, GA 30643 | TSTEE, AS NEC. | 1 | $0 |
| JAMES C SCHROER 1110 SEMINOLE DRIVE 202, FORT LAUDERDALE, FL 33304 | TSTEE, AS NEC. | 1 | $0 |
| WILLIAM T MCKINLEY 2850 ROYAL ISLE DRIVE, TALLAHASSEE, FL 32312 | TSTEE, AS NEC. | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3242 DOWNS COVE RD, WINDERMERE, FL 34786-8304
- In care of
- % MARION G WELLS
- Signed the 990-PF
- JOHN J FLEMM, PRESIDENT
- Phone
- (407) 876-0002
- Return prepared by
- BAKER HYATT HOMRICH & ZOKVIC PA
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 | Not 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
- 36-7354545
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,786,825
- Income (IRS master file)
- $1,398,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $521,179 | $517,558 | $2,786,825 | XML |
| 990-PF | December 2023 | $317,658 | $466,477 | $2,781,588 | 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 36-7354545).
Questions about MARION G WELLS FOUNDATION
- What is the EIN of MARION G WELLS FOUNDATION?
- The employer identification number (EIN) of MARION G WELLS FOUNDATION is 36-7354545.
- Is MARION G WELLS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MARION G WELLS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARION G WELLS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARION G WELLS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARION G WELLS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARION G WELLS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does MARION G WELLS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $521,179, expenses of $517,558 and total assets of $2,786,825 at year end.
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