Health and Welfare Foundation of

WEST GROVE, PA EIN: 23-3090992

Health and Welfare Foundation of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST GROVE, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 20 grants totaling $132K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9M

+12.2% YoY

Annual Giving

$132K

-7.0% YoY

Grant Count

20

-13.0% YoY

Avg Grant Size

$7K

+6.9% YoY

Under IRS private-foundation payout rules, Health and Welfare Foundation of reported a distributable amount of $157K for 2024 — the minimum it must pay out in qualifying distributions.

About Health and Welfare Foundation of

Based on IRS filings

Health and Welfare Foundation of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST GROVE, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 20 grants totaling $132K. Net investment income was $19K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

21states
+13 more states

Cities

AstonAtlantaAvondaleBaltimoreBloomsburgBurlingtonCamdenCarlisleChapel HillClemsonCollegevilleColumbiaColumbusDoverDowningtownDurhamElizabethtownEmmitsburgEvanstonGettysburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$157K$315K$472K$630K20202021202220232024
Metric202420232022
Total Assets$3,869,168$3,449,863$3,278,051
Revenue$23,624$52,845$121,719
Expenses$156,559$162,346$175,559
Qualifying Distributions$132,000$142,000$126,805
Net Investment Income$19,082$51,466$117,277
Distributable Amount$157,356$137,906$137,519

Giving Over Time

Total grant dollars and number of grants per year

$0$37K$73K$110K$147K28 grants202019 grants202116 grants202223 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF PITTSBURGH$25KSOUTHERN CHESTER COUNTY …$18KJOHNS HOPKINS UNIVERSITY$15KTEMPLE UNIVERSITY$11KUNIVERSITY OF NORTH CARO…$11KSHENANDOAH UNIVERSITY$8KUNIVERSITY OF NOTRE DAME$8KUNIVERSITY OF PENNSYLVANIA$8KCHESTER COUNTY INTERMEDI…$3KCOMMONWEALTH UNIVERSITY …$3K

Grant Size Distribution

106 grants across all recorded years

106<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Pittsburgh ($24,500), Southern Chester County Ems ($18,000), Johns Hopkins University ($15,000).

RecipientPurposeAmount
CHESTER COUNTY INTERMEDIATE UNIT DOWNINGTOWN, PAEDUCATION$3,000
COMMONWEALTH UNIVERSITY OF BLOOMSBURG BLOOMSBURG, PAEDUCATION$2,000
COMMONWEALTH UNIVERSITY OF PENNSYLVANIA BLOOMSBURG, PAEDUCATION$3,000
ELIZABETHTOWN COLLEGE ELIZABETHTOWN, PAEDUCATION$3,000
GEORGE WASHINGTON UNIVERSITY WASHINGTON, DCEDUCATION$3,000
JAMES MADISON UNIVERSITY HARRISONBURG, VAEDUCATION$2,000
JOHNS HOPKINS UNIVERSITY BALTIMORE, MDEDUCATION$15,000
LIBERTY UNIVERSITY LYNCHBURG, VAEDUCATION$2,000
MILLERSVILLE UNIVERSITY MILLERSVILLEPA, PAEDUCATION$2,000
MURRAY STATE UNIVERSITY MURRAY, KYEDUCATION$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RICHARD E WHITEBOARD CHAIRMAN6.5
JOAN DEMING-MURPHYTREASURER6.5
MARSHA SPENCERRECORDING SECRETARY6.5
MAYRA R CASTILLODIRECTOR6.5
VILMA DAVIS PHDDIRECTOR6.5
CONNIE LOGAN EDDDIRECTOR6.5
JILLIAN MATTIONI DODIRECTOR6.5
LORENZO MERINODIRECTOR6.5
DAVID L MYERS ESQDIRECTOR6.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Health and Welfare Foundation of?

Health and Welfare Foundation of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST GROVE, PA. It holds $3.9M in total assets as of 2024.

How large is Health and Welfare Foundation of?

As of 2024, Health and Welfare Foundation of holds $3.9M in total assets with $24K in annual revenue. It awarded 20 grants totaling $132K in 2024.

Where does Health and Welfare Foundation of operate?

Health and Welfare Foundation of has awarded grants in Alabama, California, Connecticut, District of Columbia, Delaware, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, North Carolina, New Jersey, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Virginia, Vermont, West Virginia.

What size grants does Health and Welfare Foundation of award?

In 2024, Health and Welfare Foundation of awarded 20 grants totaling $132K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Health and Welfare Foundation of required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Health and Welfare Foundation of reported a distributable amount of $157K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Health and Welfare Foundation of's EIN?

Health and Welfare Foundation of's EIN (Employer Identification Number) is 23-3090992. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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