Funder DirectoryWELLS LEGACY FOUNDATION
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Private foundation (trust)EIN 823602316Est. 2018-07

WELLS LEGACY FOUNDATION

MELBOURNE, FL 32934

Total Assets

$256K

FY 2024

Annual Giving

$328K

FY 2024

Grants Made

2

FY 2024

Avg Grant

$164K

FY 2024

Grant Range

$30K–$298K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$366K

Total Expenses

$328K

Qualifying Distributions

$328K

Distributable Amount

$9K

Min. Investment Return

$9K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $328K in 2024. Hover bars for details.

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

Top Recipients

16 grants

VARIOUS STOCK - SEE ATTACHED
$581K
6 grants
VARIOUS CASH - SEE ATTACHED
$178K
9 grants
THE CATHOLIC FOUNDATION OF CENTRAL
$23K
1 grant

Grant Size Distribution

16 grants

<$10K
2
grants
$10–50K
11
grants
$50–250K
2
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

1 states

Florida
$782K
100% of total

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WELLS LEGACY FOUNDATION — Grants, Financials & Contact | Grantivo