Private Foundation

FREDERICK B WELLS JR TRUST FUND

FREDERICK B WELLS JR TRUST FUND, of MILWAUKEE, WI, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $2.1M in revenue, $1.1M in expenses, $18.8M in total assets. IRS filings disclose 8 grants awarded by this foundation, totaling roughly $7.2M.

EIN: 416015486 MILWAUKEE, WI Latest filing: 2024

Total Revenue$2.1M

Total Expenses$1.1M

Total Assets$18.8M

Grants Given8

Grant Total$7.2M

Filing Years2020–2024

Sample Grants Given

UNIVERSITY OF MINNESOTA FOUNDATION

MINNEAPOLIS, MN · 2024

GENERAL OPERATING

$828,454

UNIVERSITY OF MINNESOTA FOUNDATION

MINNEAPOLIS, MN · 2023

GENERAL OPERATING

$856,037

UNIVERSITY OF MINNESOTA FOUNDATION

MINNEAPOLIS, MN · 2022

GENERAL OPERATING

$845,881

UNIVERSITY OF MINNESOTA FOUNDATION

MINNEAPOLIS, MN · 2021

GENERAL OPERATING

$869,587

UNIVERSITY OF MINNESOTA FOUNDATION

MINNEAPOLIS, MN · 2020

GENERAL OPERATING

$926,103

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

TRUSTEE Us Bank Na

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$4,326,062 5 grants

GENERAL SUPPORT

$2,875,256 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$2.1M	$1.1M	$18.8M
2023	$713K	$1.0M	$17.8M
2022	$551K	$1.0M	$18.1M
2021	$1.8M	$1.1M	$18.6M
2020	$667K	$1.1M	$17.9M

Between 2020 and 2024, reported annual revenue grew from $667K to $2.1M (+213%), with total assets most recently reported at $18.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MN.

MN

Full geographic grant map with state-by-state breakdown available with membership.

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