The David and Heidi Welch Foundation

ATHERTON, CA EIN: 94-3332166

The David and Heidi Welch Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATHERTON, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28K in total assets. In 2024, it awarded 3 grants totaling $66K. Net investment income was $309.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$28K

-27.7% YoY

Annual Giving

$66K

-70.4% YoY

Grant Count

3

-50.0% YoY

Avg Grant Size

$22K

-40.9% YoY

Under IRS private-foundation payout rules, The David and Heidi Welch Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About The David and Heidi Welch Foundation

Based on IRS filings

The David and Heidi Welch Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATHERTON, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28K in total assets. In 2024, it awarded 3 grants totaling $66K. Net investment income was $309.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AthertonEdmondIthacaMemphisMenlo ParkNational CityNew YorkOaklandPalo AltoPasadenaSacramentoSan FranciscoSan JoseStanfordWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$104K$208K$312K$416K20202021202220232024
Metric202420232022
Total Assets$27,668$38,243$314,430
Revenue$60,486$101,174$30,791
Expenses$71,061$377,361$280,912
Qualifying Distributions$70,875$378,092$276,938
Net Investment Income$309$99,592$28,113
Distributable Amount$1,993$10,834$28,653

Giving Over Time

Total grant dollars and number of grants per year

$0$56K$112K$167K$223K8 grants20208 grants20216 grants20226 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

CALTECH$60KBOYS AND GIRLS CLUB OF T…$5KRIEKES CENTER$1K

Grant Size Distribution

31 grants across all recorded years

27<$50K3$50–100K1$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 Caltech ($60,000), Boys and Girls Club of the Peninsula ($5,000), Riekes Center ($1,000).

RecipientPurposeAmount
BOYS AND GIRLS CLUB OF THE PENINSULA MENLO PARK, CAEDUCATIONAL OPPORTUNITIES FOR CHILDREN$5,000
CALTECH PASADENA, CASUPPORT DECARBONIZATION STUDIES$60,000
RIEKES CENTER MENLO PARK, CAENHANCEMENT PROGRAMS FOR INIDVIDUAL STUDENTS$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID F WELCHDIRECTOR AND PRESIDENT2
HEIDI A WELCHDIRECTOR/VP/SECRETARY/CFO2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The David and Heidi Welch Foundation?

The David and Heidi Welch Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATHERTON, CA. It holds $28K in total assets as of 2024.

How large is The David and Heidi Welch Foundation?

As of 2024, The David and Heidi Welch Foundation holds $28K in total assets with $60K in annual revenue. It awarded 3 grants totaling $66K in 2024.

Where does The David and Heidi Welch Foundation operate?

The David and Heidi Welch Foundation has awarded grants in California, District of Columbia, New York, Oklahoma, Tennessee.

What size grants does The David and Heidi Welch Foundation award?

In 2024, The David and Heidi Welch Foundation awarded 3 grants totaling $66K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is The David and Heidi Welch Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The David and Heidi Welch Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The David and Heidi Welch Foundation's EIN?

The David and Heidi Welch Foundation's EIN (Employer Identification Number) is 94-3332166. 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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