Funder DirectoryDOROTHY WELLS CHARITABLE TRUST
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Private foundation (trust)EIN 206650568Est. 2020-06

DOROTHY WELLS CHARITABLE TRUST

ORLANDO, FL 328919798

Total Assets

$821K

FY 2024

Annual Giving

$30K

FY 2024

Grants Made

8

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$3K–$7K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$50K

Total Expenses

$43K

Qualifying Distributions

$37K

Distributable Amount

$39K

Min. Investment Return

$39K

Undistributed Income

$31K

Payout rate 96%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.96%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $3K through median $3K to maximum $7K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $37K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

40 grants

BROAD STREET CHRISTIAN CHURCH
$31K
5 grants
AMERICAN LUNG ASSOCIATION
$15K
5 grants
EASTER SEALS UCP NORTH CAROLINA
$15K
5 grants
AMERICAN HEART ASSOCIATION
$15K
5 grants
FAMILY YOUNG MENS CHRISTIAN ASSO
$15K
5 grants
PATRICK HENRY COMMUNITY COLLEGE
$15K
5 grants
BLUE RIDGE REGIONAL LIBRARY
$15K
5 grants
AMERICAN CANCER SOCIETY INC
$15K
5 grants

Grant Size Distribution

40 grants

<$10K
40
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

Virginia
$77K
56% of total
Wisconsin
$15K
11% of total
North Carolina
$15K
11% of total
Florida
$15K
11% of total
Oklahoma
$15K
11% of total

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DOROTHY WELLS CHARITABLE TRUST — Grants, Financials & Contact | Grantivo