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
Under IRS private-foundation payout rules, Welltower Charitable Foundation reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fidelity Investments Charitable Gift Fund ($189,200), Greater Toledo Community Foundation ($100,000), Greater Toledo Community Foundation ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WORLD FOOD PROGRAM USA WASHINGTON, DC | SUPPORT | $52 |
| INTERNATIONAL MEDICAL CORPS LOS ANGELES, CA | SUPPORT | $52 |
| INTERNATIONAL JUSTICE MISSION WASHINGTON, DC | SUPPORT | $98 |
| TOLEDO AREA HUMANE SOCIETY MAUMEE, OH | SUPPORT | $26 |
| FLEECE & THANK YOU FARMINGTON, MI | SUPPORT | $3,190 |
| GREATER TOLEDO COMMUNITY FOUNDATION TOLEDO, OH | SUPPORT | $100,000 |
| GREATER TOLEDO COMMUNITY FOUNDATION TOLEDO, OH | SUPPORT | $100,000 |
| CHORALE ACADIENNE LAFAYETTE, LA | SUPPORT | $10,000 |
| UNITED WAY OF GREATER TOLEDO TOLEDO, OH | SUPPORT | $15,000 |
| THE SALVATION ARMY - EMERGENCY DISASTER SERVICES ATLANTA, GA | SUPPORT | $78 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHERYL O'CONNOR | SECRETARY/ DIRECTOR | 0.5 | — |
| JOSE V MURO | DIRECTOR | 0.5 | — |
| MELANIE CROZIER | DIRECTOR | 0.5 | — |
| PAM BYRNE | PRESIDENT/ DIRECTOR | 0.5 | — |
| TIM MCHUGH | DIRECTOR | 0.5 | — |
| MARY STENGER | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Welltower Charitable Foundation?
Welltower Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TOLEDO, OH. It holds $303K in total assets as of 2024.
How large is Welltower Charitable Foundation?
As of 2024, Welltower Charitable Foundation holds $303K in total assets with $103K in annual revenue. It awarded 31 grants totaling $472K in 2024.
Where does Welltower Charitable Foundation operate?
Welltower Charitable Foundation has awarded grants in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas.
What size grants does Welltower Charitable Foundation award?
In 2024, Welltower Charitable Foundation awarded 31 grants totaling $472K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Welltower Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Welltower Charitable Foundation reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Welltower Charitable Foundation's EIN?
Welltower Charitable Foundation's EIN (Employer Identification Number) is 81-0981987. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Welltower Charitable Foundation'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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