Nonprofit · EIN 82-3602316
WELLS LEGACY FOUNDATION
Tax-exempt · MELBOURNE, FL 32934
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $318,745 | $418,756 | -$100,011 | $137,274 | $0 | $137,274 |
| December 31, 2024 | 990-PF | $366,479 | $327,765 | $38,714 | $142,608 | $0 | $142,608 |
| December 31, 2023 | 990-PF | $14,493 | $116,887 | -$102,394 | $229,565 | $0 | $229,565 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $307,190
- Dividends
- $8,611
- Interest
- $54
- Net gain from sales of assets
- $2,890
Expenses
- Grants and similar amounts paid
- $417,680
- Disbursements for charitable purposes
- $417,680
- Excise tax on investment income
- $146
Balance sheet and other
- Total assets, start of year
- $142,608
- Total assets, end of year
- $137,274
- Total liabilities, end of year
- $0
- Net assets, end of year
- $137,274
- Fair market value of assets
- $274,591
- Qualifying distributions
- $417,680
- Net investment income
- $11,555
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 |
|---|---|---|---|
| ROBERT G WELLS 2415 PIMLICO LANE, MELBOURNE, FL 32934 | OFFICER/TRUS | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT G WELLS 2415 PIMLICO LANE, MELBOURNE, FL 32934 | OFFICER/TRUS | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT G WELLS 2415 PIMLICO LANE, MELBOURNE, FL 32934 | OFFICER/TRUS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2415 PIMLICO LN, MELBOURNE, FL 32934-2855
- In care of
- % ROBERT G WELLS
- Signed the 990-PF
- ROBERT G WELLS, OFFICER/TRUSTEE
- Phone
- (321) 432-8085
- Return prepared by
- THE VALENTINO GROUP 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 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
- 82-3602316
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $137,274
- Income (IRS master file)
- $318,745
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $318,745 | $418,756 | $137,274 | XML |
| 990-PF | December 2024 | $366,479 | $327,765 | $142,608 | XML |
| 990-PF | December 2023 | $14,493 | $116,887 | $229,565 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 82-3602316).
Questions about WELLS LEGACY FOUNDATION
- What is the EIN of WELLS LEGACY FOUNDATION?
- The employer identification number (EIN) of WELLS LEGACY FOUNDATION is 82-3602316.
- Is WELLS LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to WELLS LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WELLS LEGACY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WELLS LEGACY 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 WELLS LEGACY 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 WELLS LEGACY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WELLS LEGACY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $318,745, expenses of $418,756 and total assets of $137,274 at year end.
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