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Wells Charitable Trust at a glance

· Private foundation

Wells Charitable Trust

Its FY2018 filing reports that it accepted unsolicited grant applications.

$21k
Granted FY2018
18
Grants FY2018
1
States reached
$4k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2018.

Human Services$13kEducation$10kHousing & Shelter$6kArts & Culture$5kYouth Development$5kAnimals$4kHealth$4kCommunity Improvement$500
02FY2018 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
HELPLINE$3,500
YWCA$3,500
WW COMMUNITY COLLEGE FOUNDATION$2,500
WALLA WALLA EARLY LEARNING COALITIO$1,500
BLUE MOUNTAIN HUMANE SOCIETY$1,000
FRIENDS OF CHILDREN OF WALLA WALLA$1,000
CHRISTIAN AID CENTER$1,000
FORT WALLA WALLA MUSEUM$1,000
THE HEALTH CENTER$1,000
YMCA$1,000
BLUE MOUNTAIN COMMUNITY HOSPICE$500
SONBRIDGE COMMUNITY CENTER$500
WALLA WALLA CHAMBER MUSIC FESTIVAL$500
CARNEGIE PICTURE LAB$500
WALLA WALLA COMMUNITY HEALTH DEPT$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–18) land where the poverty rate runs at 13%, against an area that typically sits at 12%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%SONBRIDGE COMMUNITY CENTER: $1k → 13%SONBRIDGE COMMUNITY CENTER: $500 → 13%WALLA WALLA EARLY LEARNING COALITIO: $4k → 13%HELPLINE: $4k → 13%YWCA: $4k → 13%FRIENDS OF CHILDREN OF WALLA WALLA: $4k → 13%BLUE MOUNTAIN HUMANE SOCIETY: $3k → 13%YWCA: $3k → 13%WW COMMUNITY COLLEGE FOUNDATION: $3k → 13%CHRISTIAN AID CENTER: $3k → 13%HELPLINE: $2k → 13%WALLA WALLA EARLY LEARNING COALITIO: $2k → 13%WALLA WALLA SYMPHONY: $1k → 13%YMCA: $1k → 13%THE HEALTH CENTER: $1k → 13%WALLA WALLA COMMUNITY COLLEGE: $1k → 13%THE HEALTH CENTER: $1k → 13%FRIENDS OF CHILDREN OF WALLA WALLA: $1k → 13%FORT WALLA WALLA MUSEUM: $1k → 13%FORT WALLA WALLA MUSEUM: $1k → 13%BLUE MOUNTAIN HUMANE SOCIETY: $1k → 13%CHRISTIAN AID CENTER: $1k → 13%WALLA WALLA COMMUNITY COLLEGE FOUND: $500 → 13%YMCA: $500 → 13%CARNEGIE PICTURE LAB: $500 → 13%WALLA WALLA CHAMBER MUSIC FESTIVAL: $500 → 13%PROVIDENCE ST MARY MEDICAL CENTER: $500 → 13%WALLA WALLA COMMUNITY COUNCIL: $500 → 13%WALLA WALLA CHAMBER MUSIC FESTIVAL: $500 → 13%WALLA WALLA COMMUNITY HEALTH DEPT: $500 → 13%WALLA WALLA SYMPHONY: $500 → 13%BLUE MOUNTAIN COMMUNITY HOSPICE: $500 → 13%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

86%of every dollar goes to organizations it has funded before.
$39k · 12 repeat orgs$7k to everyone else

12 repeat relationships: 12 still active in FY2018, 0 since wound down; 6 grantees were first funded in FY2018 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
2

Total granted

$39k
$2k

Median revenue growth · since first grant

+19%
+209%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2018, 76% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’17’18
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18
Arts & CultureYouth DevelopmentAnimalsEducationHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BM
    BLUE MOUNTAIN HUMANE SOCIETY
    2× · 2017–2018 · $4k · revenue +14%
  • FW
    Fort Walla Walla Museum Walla Walla Valley Historical Society
    2× · 2017–2018 · $2k · revenue +41%
  • WW
    Walla Walla Symphony Society Inc
    2× · 2017–2018 · $2k · revenue +19%

Funded once

  • WW
    WALLA WALLA COMMUNITY COLLEGE
    one grant, 2017 · $1k
  • WW
    WALLA WALLA COMMUNITY COLLEGE FOUNDATIONgraduated
    one grant, 2017 · $500 · revenue +209%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Walla Walla Summer Theater Group

To transform the Fort Walla Walla Amphitheater into a nationally recognized regional theater, while enhancing the cultural identity of Walla Walla through locally produced performing arts events and accessible educational opportunities.

Arts & Culture
2
Wallowa Valley Arts Council

To promote the arts in wallowa county, oregon.

—
3
Walla Walla Alliance for the Homeless

Our mission is to provide safe/secure low-barrier shelter and food to any adult in need in the Walla Walla region. Our hope is to build upon this foundation to stabilize people's lives while helping them to become self-sufficient. We do…

Housing & Shelter
4
Washington Museum Association

The Washington Museum Association was established to represent and serve museums of all types and sizes throughout Washington State

Arts & Culture
5
Walla Walla Valley Chamber of Commerce

The walla walla valley chamber of commerce is a member-focused organization and community partner that fosters a sustainable, healthy and vibrant economic environment through business promotion, advocacy, education and services.

—
6
The Wallace Medical Concern

We partner with our community to make good health possible for all. wallace serves individuals and families who face barriers to care throughout the east multnomah county in the portland metropolitan area.

—
7
Waitsburg High School Alumni Association
Education
8
Walla Walla Senior Citizens Center

To provide services and assistance to senior citizens

Human Services
9
Childrens Museum of Walla Walla

The Children's Museum of Walla Walla's purpose is to encourage preschool through elementary age children to be open to the world around them and to foster a lifelong love of learning, and it serves the residents of Walla Walla County.

Arts & Culture
10
Walla Walla Basin Watershed Foundation

The mission of the walla walla basin watershed council is to protect the resources of the walla walla watershed, deal with issues in advance of resource degredation and enhance the overall health of the watershed, while also protecting as…

Environment
11
Kirkman House Museum

To celebrate over 150 years of Walla Walla history and the Kirkman family saga through preservation, education, events and exhibits.

—
12
Walla Walla Community Hospice

to provide compassionate care to patients in the final stages of life and support for their loved ones and caregivers.

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Fort Walla Walla Museum Walla Walla Valley Historical Society; the most unlike its peers is Providence St Mary Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 20 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

YWCA: $6,000 · OtherYWCAHelpline: $5,500 · OtherHelplineWALLA WALLA EARLY LEARNING COALITIO: $5,500 · OtherWALLA WALLA EARLY LEARNING COALITIOCHRISTIAN AID CENTER: $3,500 · OtherCHRISTIAN AID CENTERWW COMMUNITY COLLEGE FOUNDATION: $2,500 · OtherWW COMMUNITY COLLEGE FOUNDATIONFort Walla Walla Museum Walla Walla Valley Historical Society: $2,000 · OtherFort Walla Walla Museum Walla Walla Valley Historical SocietyTHE HEALTH CENTER: $2,000 · OtherTHE HEALTH CENTERSONBRIDGE COMMUNITY CENTER: $1,500 · OtherYMCA: $1,500 · Other+4 more: $2,500 · Other+4 moreFRIENDS OF CHILDREN OF WALLA WALLA: $4,500 · Youth DevelopmentFRIENDS OF …BLUE MOUNTAIN HUMANE SOCIETY: $4,000 · AnimalsBLUE MOUNT…Walla Walla Symphony Society Inc: $1,750 · Arts & CultureWalla Walla Chamber Music Festival: $1,000 · Arts & CultureCarnegie Picture Lab: $500 · Arts & CulturePROVIDENCE ST MARY FOUNDATION: $500 · HealthWALLA WALLA COMMUNITY COLLEGE FOUNDATION: $500 · Education
Other$32,500Youth Development$4,500Animals$4,000Arts & Culture$3,250Health$500Education$500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0Mgrantee revenue →↑ funder's share of their budgetHelpline: $5,500 over 2y, 0.7% of budgetFRIENDS OF CHILDREN OF WALLA WALLA: $4,500 over 2y, 2.2% of budgetBLUE MOUNTAIN HUMANE SOCIETY: $4,000 over 2y, 0.2% of budgetFort Walla Walla Museum Walla Walla Valley Historical Society: $2,000 over 2y, 0.2% of budgetWalla Walla Symphony Society Inc: $1,750 over 2y, 0.2% of budgetWalla Walla Chamber Music Festival: $1,000 over 2y, 0.2% of budgetCarnegie Picture Lab: $500 over 1y, 0.4% of budgetPROVIDENCE ST MARY FOUNDATION: $500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Mary Garner Esary Tru…Blue Mountain Communi…Estate of Joseph L St…Clara and Art Bald Tr…George T Welch Testam…Sherwood TrustThe Sunny Day Charita…United Way of the Blu…Yancey P Winans Testa…Bonnie & Clifford Bra…ArtsfundDonor Advised Charita…
Mary Garner Esary TrustWA26.4× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Mary Garner Esary Trust · Blue Mountain Community Foundation · Estate of Joseph L Stubblefield · Clara and Art Bald Trust · George T Welch Testamentary Trust · Sherwood Trust · The Sunny Day Charitable Foundation · United Way of the Blue Mountains · Yancey P Winans Testamentary Trust · Bonnie & Clifford Braden Foundation · Artsfund · Donor Advised Charitable Giving Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Wells Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Wells Charitable Trust. Bigger dots raise more.

2023
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2018, released 2018. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Wells’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home