AUMdb

Lillian S Wells Foundation Inc

EIN 237433827 · 501(c)(3) · Private foundation · Fort Lauderdale, FL · recognized 1975

Assets
$39.8M
Revenue
$2.1M
Expenses
$3.3M
Investment income
$1.8M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Barbara S Wells President, director $0 $0
Ellen Mcpherson Director, assit treasurer $0 $0
James I Ulmer Director, vp, $0 $0
Walter W Bell Secretary $0 $0
Michael Weymouth Treasurer, director $0 $0
Heiko Dobrikow Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $39.8M $2.1M $3.3M 990 990PF · obj 202503019349100420 IRS ↗
12/31/2023 $39.3M $3.1M $3.2M 990 990PF · obj 202500359349100215 IRS ↗