Funder DirectoryFREDERICK B WELLS JR TRUST FUND
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Private foundation (trust)EIN 416015486Est. 1946-07

FREDERICK B WELLS JR TRUST FUND

MILWAUKEE, WI 532010634

Total Assets

$22.2M

FY 2023

Annual Giving

$856K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$856K

FY 2023

Grant Range

$856K–$856K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$713K

Total Expenses

$1.0M

Qualifying Distributions

$874K

Distributable Amount

$1.0M

Min. Investment Return

$1.0M

Undistributed Income

$350K

Payout rate 86%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.86%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $951K in 2018. Hover bars for details.

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

Top Recipients

5 grants

UNIVERSITY OF MINNESOTA FOUNDATION
$4.4M
5 grants

Grant Size Distribution

5 grants

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

Geographic Focus

1 states

Minnesota
$4.4M
100% of total

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