Private Foundation

JULIEN & VERA WELLES FOUNDATION

JULIEN & VERA WELLES FOUNDATION is a Private Foundation headquartered in WEST LAKE VILLAGE, CA. Financial data from the 2024 filing: $101K revenue, $169K expenses, $1.5M total assets. IRS filings disclose 10 grants awarded by this foundation, totaling roughly $877K.

EIN: 954287544 WEST LAKE VILLAGE, CA Latest filing: 2024

Total Revenue$101K

Total Expenses$169K

Total Assets$1.5M

Grants Given10

Grant Total$877K

Filing Years2020–2024

Sample Grants Given

CANINE COMPANIONS FOR INDEPENDENCE

OCEANSIDE, CA · 2024

GENERAL

$150,000

CANINE COMPANIONS FOR INDEPENDENCE

OCEANSIDE, CA · 2023

GENERAL

$100,000

CANINE COMPANIONS FOR INDEPENDENCE

OCEANSIDE, CA · 2022

GENERAL

$90,000

CANINE COMPANIONS FOR INDEPENDENCE

OCEANSIDE, CA · 2021

GENERAL

$90,000

CANINE COMPANIONS FOR INDEPENDENCE

OCEANSIDE, CA · 2020

GENERAL

$90,000

Showing up to 5 of 10 total records — full history available with membership.

Officers & Directors

EXECUTIVE DI Allan Wagman

CFO & SECRET Brenda Brock

DIRECTOR Carolyn Wagman

PRESIDENT & Cathy Younger

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL

$877,000 10 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$101K	$169K	$1.5M
2023	$81K	$117K	$1.5M
2022	$60K	$172K	$1.5M
2021	$80K	$104K	$1.9M
2020	$38K	$135K	$1.8M

Between 2020 and 2024, reported annual revenue grew from $38K to $101K (+168%), with total assets most recently reported at $1.5M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

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

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