Welltower Charitable Foundation

TOLEDO, OH EIN: 81-0981987

Welltower Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOLEDO, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $303K in total assets. In 2024, it awarded 31 grants totaling $472K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$303K

-59.1% YoY

Annual Giving

$472K

+8.4% YoY

Grant Count

31

-11.4% YoY

Avg Grant Size

$15K

+22.4% YoY

About Welltower Charitable Foundation

Based on IRS filings

Welltower Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOLEDO, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $303K in total assets. In 2024, it awarded 31 grants totaling $472K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

19states
+11 more states

Cities

ArvadaAtlantaBeachwoodBeverly HillsBonita SpringsBostonChicagoCincinnatiColumbusDallasDeerfieldEdgefieldFarmingtonHagerstownJacksonvilleLafayetteLapeerLos AngelesLouisvilleMaumee

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$312K$624K$936K$1M20202021202220232024
Metric202420232022
Total Assets$302,939$741,257$17,300
Revenue$102,635$1,135,000$200,000
Expenses$476,042$457,790$448,443
Qualifying Distributions$471,842$437,790$448,443
Net Investment Income
Distributable Amount$26,259$4,487$6,006

Giving Over Time

Total grant dollars and number of grants per year

$0$118K$236K$354K$472K4 grants20208 grants202114 grants202235 grants202331 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIDELITY INVESTMENTS CHA…$189KGREATER TOLEDO COMMUNITY…$100KGREATER TOLEDO COMMUNITY…$100KCOLUMBIA UNIVERSITY IN T…$25KGREATER TOLEDO COMMUNITY…$19KUNITED WAY OF GREATER TO…$15KCHORALE ACADIENNE$10KGREATER TOLEDO COMMUNITY…$5KFLEECE & THANK YOU$3KLOVE FOR OUR ELDERS$2K

Grant Size Distribution

92 grants across all recorded years

81<$50K4$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CHERYL O'CONNORSECRETARY/ DIRECTOR0.5
JOSE V MURODIRECTOR0.5
MELANIE CROZIERDIRECTOR0.5
PAM BYRNEPRESIDENT/ DIRECTOR0.5
TIM MCHUGHDIRECTOR0.5
MARY STENGERDIRECTOR0.5

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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