Civic Intelligence

Wells Family Charitable Foundation

EIN 95-3982216 • Newport Beach, CA

450 Newport Center Drive 450Newport Beach, CA 92660
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

87th percentile

53%

Higher net margin than 87% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

40th percentile

1.5%

Faster asset growth than 40% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,961,185

Up $309,651 (+1.5%) from 2023

Liabilities

Up

$5,846

Up $3,823 (+189%) from 2023

Net Assets

Up

$20,955,339

Up $305,828 (+1.5%) from 2023

Revenue

Down

$2,222,925

Down $4,267,014 (-66%) from 2023

Expenses

Up

$1,050,481

Up $45,306 (+4.5%) from 2023

Net Income

Down

$1,172,444

Down $4,312,320 (-79%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $3,070,465Liabilities 2011: $02011Assets 2012: $5,634,190Liabilities 2012: $02012Assets 2013: $7,983,676Liabilities 2013: $5,0002013Assets 2014: $11,572,907Liabilities 2014: $7,0002014Assets 2015: $9,441,570Liabilities 2015: $0Net Assets 2015: $9,441,5702015Assets 2016: $8,476,273Liabilities 2016: $0Net Assets 2016: $8,476,2732016Assets 2017: $8,536,631Liabilities 2017: $0Net Assets 2017: $8,536,6312017Assets 2018: $12,653,538Liabilities 2018: $0Net Assets 2018: $12,653,5382018Assets 2019: $16,023,435Liabilities 2019: $7,350Net Assets 2019: $16,016,0852019Assets 2020: $17,010,863Liabilities 2020: $0Net Assets 2020: $17,010,8632020Assets 2021: $16,659,855Liabilities 2021: $0Net Assets 2021: $16,659,8552021Assets 2022: $14,567,856Liabilities 2022: $0Net Assets 2022: $14,567,8562022Assets 2023: $20,651,534Liabilities 2023: $2,023Net Assets 2023: $20,649,5112023Assets 2024: $20,961,185Liabilities 2024: $5,846Net Assets 2024: $20,955,3392024

Highlighted filing

2024

Assets$20,961,185
Liabilities$5,846
Net Assets$20,955,339

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,110,889Expenses 2011: $1,078,748Net Income 2011: $1,032,1412011Revenue 2012: $3,372,883Expenses 2012: $956,879Net Income 2012: $2,416,0042012Revenue 2013: $3,908,219Expenses 2013: $366,701Net Income 2013: $3,541,5182013Revenue 2014: $4,361,052Expenses 2014: $987,010Net Income 2014: $3,374,0422014Revenue 2015: $366,835Expenses 2015: $2,325,704Net Income 2015: -$1,958,8692015Revenue 2016: $54,886Expenses 2016: $1,275,837Net Income 2016: -$1,220,9512016Revenue 2017: $145,625Expenses 2017: $361,927Net Income 2017: -$216,3022017Revenue 2018: $6,410,268Expenses 2018: $250,008Net Income 2018: $6,160,2602018Revenue 2019: $5,335,302Expenses 2019: $901,096Net Income 2019: $4,434,2062019Revenue 2020: $382,049Expenses 2020: $788,628Net Income 2020: -$406,5792020Revenue 2021: $474,104Expenses 2021: $89,448Net Income 2021: $384,6562021Revenue 2022: $9,447,750Expenses 2022: $8,442,976Net Income 2022: $1,004,7742022Revenue 2023: $6,489,939Expenses 2023: $1,005,175Net Income 2023: $5,484,7642023Revenue 2024: $2,222,925Expenses 2024: $1,050,481Net Income 2024: $1,172,4442024

Highlighted filing

2024

Revenue$2,222,925
Expenses$1,050,481
Net Income$1,172,444

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.0$0.01$21.0$2.22$1.05$1.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.00$20.6$6.49$1.01$5.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$9.45$8.44$1.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$0.47$0.09$0.38
2020Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.38$0.79$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.01$16.0$5.34$0.90$4.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$6.41$0.25$6.16
2017Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.15$0.36$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.48$0.00$8.48$0.05$1.28$1.22
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.44$0.00$9.44$0.37$2.33$1.96
2014Summary only. Only limited summary data is available for this year.$11.6$0.01$4.36$0.99$3.37
2013Summary only. Only limited summary data is available for this year.$7.98$0.01$3.91$0.37$3.54
2012Summary only. Only limited summary data is available for this year.$5.63$0.00$3.37$0.96$2.42
2011Summary only. Only limited summary data is available for this year.$3.07$0.00$2.11$1.08$1.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL C HEESCHENPresident-$0--
Filing and Contact Details

Filer

Filer Name
Wells Family Charitable Foundation
EIN
95-3982216
Phone
9496441850
Address
450 NEWPORT CENTER DRIVE 450, NEWPORT BEACH, CA 92660

Signing Officer

Name
Paul C Heeschen
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Kikuko Takimoto
Address
450 NEWPORT CENTER DR STE 455, NEWPORT BEACH, CA 92660
Preparer
Kikuko Takimoto
Phone
9496441850
Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt089627
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting and Professional Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt044813
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt044814
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt0Figueroa Estate Management
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt1Summit Capital Management
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0Oversees all management of Bonsall property
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt1Manages all matters for the foundation including investments, personnel and and accounting
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013381818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013381818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NT BEL AIR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0738963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1779453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AG CS HOLDINGS FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AG CS HOLDINGS FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0862953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1855867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0405162
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01681151
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt073499
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt063113
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02222925
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02222925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt044813
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt044814
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt089627
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0528413
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01681151
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0405162
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0405162
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0405162
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01172444
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02723349
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt073499
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt073499
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt073499
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02253
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02253
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01681151
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02164750
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0311943
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0311943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0329256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0329256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt063113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt063113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt063113
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt05134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0201600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05134
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0206734
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt08227
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0100041
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08227
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0108268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0541774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt013361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0992306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt058175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01050481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02222925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02222925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt013361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0992306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt058175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01050481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0706293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1335905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt086587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11582692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt086587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11582692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0792880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11918597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc022000 XXX-XX-XXXX MFO VNGD INTL EQU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc117500 XXX-XX-XXXX WALT DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01681151
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01172444
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0866616
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021821955
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt020649511
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020955339
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04690
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034780
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04690
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030090
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034780
IRS990PF/FMVAssetsEOYAmt021161589
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02023
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05846
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04563
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012549712
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013381818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013381818
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06023500
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt06023500
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06023500
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06023500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01991821
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01518416
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01718820
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt020649511
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt020955339
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt081938
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037451
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037451
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt020651534
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020961185
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021161589
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02023
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05846
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt020651534
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020961185
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt020649511
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020955339
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015172753
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt079355
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013374578
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0227591
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01718820
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0747258
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014945162
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015172753
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Figueroa Estate Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Summit Capital Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0201600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt152800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Property Management Svs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Business Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0530 E Los Angeles Ave 115-310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1450 Newport Center Drive Suite 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Moorpark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Newport Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd093021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd192660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL C HEESCHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0450 NEWPORT CENTER DR 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEWPORT BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092660
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0992306
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0992306
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0528413
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt01734610
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt0458747
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt0339680
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0407770
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0449151
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt01474419
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt0389935
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt0288728
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0346605
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02024-07-16
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0992306
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt010415090
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0938284
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt08417000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt067500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0992306
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt01930590
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0938284
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt08484500
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt08417000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt067500
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0498172
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt02352867
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0671895
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0612419
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt0570381
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0450 NEWPORT CENTER DRIVE SUITE 450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PAUL C HEESCHEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum09496441850
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Horse and Large Farm Animal Sanctuary provide a home for horses and large animals that have already been rescued and rehabilitated but are unadoptable.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Grasslands, Landscaping, Educational Program Maintain native California grasses and Sycamore and Redwood trees. The program provides landscaping and sustainable practice instruction for education of native plant species and adaptive grasses including tours of property to demonstrate relevant horticultural education and sustainable horticultural practices; production of video content which is available on the internet capturing the sustainable horticultural practices
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0205936
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0705462
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
LandEtcSchedule2/LandEtcGrp/BookValueAmt01848644
LandEtcSchedule2/LandEtcGrp/BookValueAmt14051356
LandEtcSchedule2/LandEtcGrp/BookValueAmt2123500
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01848644
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt14051356
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2123500
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01848644
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt14051356
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2123500
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02253
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02253
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0866616
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GARDENING/LANDSCAPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HORSE/ANIMAL CARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PAYROLL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6RANCH VEHICLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11WORKERS COMPENSATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt037011
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1105936
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225285
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3695
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt45159
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5227
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt68021
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt715988
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8773
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt91269
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1086329
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1142563
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1105936
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3695
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt68021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt715988
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8773
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91269
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1086329
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1142563
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt063113
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt063113
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt063113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt05134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1201600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROPERTY MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1201600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05134
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt08227
TaxesSchedule/TaxesDetail/Amt08227
TaxesSchedule/TaxesDetail/Amt133147
TaxesSchedule/TaxesDetail/Amt225444
TaxesSchedule/TaxesDetail/Amt341450
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Income/Excise taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll Taxes
TaxesSchedule/TaxesDetail/CategoryTxt3Property Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt033147
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt125444
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt241450
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08227
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL C HEESCHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLS FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0953982216
ReturnHeader/Filer/PhoneNum09496441850
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 NEWPORT CENTER DRIVE 450
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kikuko Takimoto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 NEWPORT CENTER DR STE 455
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09496441850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIKUKO TAKIMOTO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T12:53:52-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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