Public nonprofit record
JULIEN & VERA WELLES FOUNDATION
EIN 95-4287544 · Private Grantmaking Foundations (T20)
What they do
JULIEN & VERA WELLES FOUNDATION .
Money
Tax year 2025Financial picture
Revenue$188,451
Expenses$223,842
Assets$1,456,419
Income$354,460
Grants given$995,000
Average grant$99,500
Executive compensation$24,000
Stocks and bonds$1,387,036
Accounting fees$2,505
Investing fees$8,973
About this charity
- Recognized since
- January 1991
- Location
- 2961 WINDING LANE, WEST LAKE VILLAGE, CA 91361
- County
- Ventura
- In care of
- ALLAN WAGMAN
- Primary officer
- ALLAN WAGMAN, EXECUTIVE DIRECTOR
How to reach them
Filing and classification
- Latest tax year
- 2025
- Tax period began
- January 1, 2025
- Return type
- 990PF
- Tax preparer
- CASCADE CPA
- NTEE classification
- Private Grantmaking Foundations (T20)
- IRS tax category
- Private Grantmaking Foundations
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 04
- Activity
- 602000000
- Organization
- 1
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