Weller Investment Company
Weller Investment Company is a private foundation, based in DENVER, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $759K in total assets. In 2024, it awarded 2 grants totaling $48K. Net investment income was $23K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$759K
-4.1% YoY
Annual Giving
$48K
-6.7% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$24K
+39.9% YoY
Under IRS private-foundation payout rules, Weller Investment Company reported a distributable amount of $52K for 2024 — the minimum it must pay out in qualifying distributions.
About Weller Investment Company
Based on IRS filings
Weller Investment Company is a private foundation, based in DENVER, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $759K in total assets. In 2024, it awarded 2 grants totaling $48K. Net investment income was $23K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $759,329 | $791,944 | $832,505 |
| Revenue | $30,068 | $63,127 | $-4,748 |
| Expenses | $57,481 | $58,682 | $61,354 |
| Qualifying Distributions | $50,503 | $51,476 | $51,283 |
| Net Investment Income | $22,510 | $7,588 | $6,461 |
| Distributable Amount | $51,710 | $50,503 | $51,476 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Democracy Now ($30,000), See Attached Schedule ($18,003).
| Recipient | Purpose | Amount |
|---|---|---|
| DEMOCRACY NOW NEWYORK, NY | CHARITY | $30,000 |
| SEE ATTACHED SCHEDULE DENVER, CO | SEE ATTACHED | $18,003 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JILL WELLER NELSON | PRESIDENT | — | — |
Frequently Asked Questions
How large is Weller Investment Company?
As of 2024, Weller Investment Company holds $759K in total assets with $30K in annual revenue. It awarded 2 grants totaling $48K in 2024.
Where does Weller Investment Company operate?
Weller Investment Company has awarded grants in Colorado, New York.
What size grants does Weller Investment Company award?
In 2024, Weller Investment Company awarded 2 grants totaling $48K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Weller Investment Company required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Weller Investment Company reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Weller Investment Company's EIN?
Weller Investment Company's EIN (Employer Identification Number) is 84-6027894. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Weller Investment Company's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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