Private foundation · West Lake Village, CA

Julien & Vera Welles Foundation

View org profile →Find similar funders →Invitation only
Typical grant size
$90K – $90K – $90K
25th · median · 75th percentile
Unique recipients
1
Repeat grantees
1
funded 2+ years

Application procedures · from 2024 990-PF

Leadership · from 2024 990-PF

Cathy Younger
PRESIDENT &
Brenda Brock
CFO & SECRET
Allan Wagman
EXECUTIVE DI
Carolyn Wagman
DIRECTOR
Sarah Trump
VICE PRESIDE
$11K

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
10.1%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
10
Total grants awarded
$877K
Total amount
$88K
Average grant
$150K
Largest grant

Giving by year

2024
$150K
1 grants
2023
$100K
1 grants
2022
$90K
1 grants
2021
$90K
1 grants
2020
$90K
1 grants
2019
$91K
1 grants
2018
$90K
1 grants
2017
$86K
1 grants
2016
$91K
2 grants

Top recipients

9 grants · CA · ✓ Exact match
$877K
Dynamic Duo Dog Rescue
1 grant · CA
$500

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Canine Companions for Independence
GENERAL
CA · TY 2024
$150K
Canine Companions for Independence
GENERAL
CA · TY 2023
$100K
Canine Companions for Independence
GENERAL
CA · TY 2022
$90K
Canine Companions for Independence
GENERAL
CA · TY 2021
$90K
Canine Companions for Independence
GENERAL
CA · TY 2020
$90K
Canine Companions for Independence
GENERAL
CA · TY 2019
$91K
Canine Companions for Independence
GENERAL
CA · TY 2018
$90K
Canine Companions for Independence
GENERAL
CA · TY 2017
$86K
Canine Companions for Independence
GENERAL
CA · TY 2016
$90K
Dynamic Duo Dog Rescue
GENERAL
CA · TY 2016
$500

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.