Welter Foundation Inc

BRISTOL, IN EIN: 35-2023590

Welter Foundation Inc is a private foundation established in 1997 and based in Bristol, Indiana. The foundation operates as a family foundation supported by Jack and Angie Welter, with Edward P Welter serving as President and Director.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.1M

+99.1% YoY

Annual Giving

$691K

+22.7% YoY

Grant Count

38

+0.0% YoY

Avg Grant Size

$18K

+22.7% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking priorities include:

  • Education (with emphasis on higher education and university education)
  • Health (particularly diabetes and endocrine/nutritional and metabolic diseases)
  • Philanthropy and voluntarism
  • Human services
  • Public safety and disaster management (including child abuse prevention)
  • Religion (with emphasis on Christianity)

Grantmaking

The foundation does not accept unsolicited applications and operates on an invite-only basis.

Grant Range

$5,000

Average Grant

amount: approximately $60,000

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Geographic Focus

Where this funder awards grants

The foundation funds projects primarily in:

  • Indiana
  • Michigan
  • Florida
  • Additional funding in Arizona, Colorado, Illinois, Minnesota, and New York

Geographic focus areas include South Bend, Indianapolis, and New York.

Grant Distribution by State

7states

Cities

AvonBeaver IslandBristolBurnsvilleCharlevoixColorado SpringsEast JordanEdwardsburgElkhartGoshenIndianapolisMiddleburyMishawakaMuncieNaplesNew YorkNilesNotre DamePhoenixPonte Vedra Beach

Financial History

Multi-year comparison from IRS filings

Assets & Giving (2023):

  • Total assets: $7,095,057
  • Total revenues: $468,127
  • Total expenses: $662,254
  • Total giving: $562,479
  • Giving rate: 7.9% of assets

Revenue Composition (2023):

  • Investment income and dividends: $137,678
  • Net gain from sale of non-inventory assets: $330,449

Employees: 0

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$7M$10M$14M20202021202220232024
Metric202420232022
Total Assets$14,125,928$7,095,057$7,288,784
Revenue$12,612,494$468,127$409,452
Expenses$824,908$662,254$562,037
Qualifying Distributions$691,631$563,779$456,690
Net Investment Income$6,063,876$337,825$293,100
Distributable Amount$782,184$583,808$564,590

Giving Over Time

Total grant dollars and number of grants per year

$0$173K$346K$519K$691K24 grants202033 grants202135 grants202238 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Wellfield Botanical Gard…$175KCharlevoix County Commun…$100KBashor Children's Home$61KCommunity Foundation of …$50KChild and Parent Service…$48KSt John's Episcopal Church$40KPremier Arts Inc$33KUnited Way of Elkhart Co…$25KTumaini Fund USA$20KMichiana Public Broadcas…$15K

Grant Size Distribution

168 grants across all recorded years

148<$50K13$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

Leadership team and compensation from IRS filings

  • Edward P Welter - President and Director
  • Jack and Angie Welter - Foundation supporters
  • Board of directors serve without compensation

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Edward P WelterPresident & Director0.01
Cynthia S GillardSecretary & Director0.01
Jill R SigsbeeDirector0.01
Jack WelterDirector0.01
Wilhelmina J WelterDirector0.01

Contact Information

Address: 21027 Riverbrook Ln, Bristol, IN 46507-9417

Telephone: 574-596-2543

EIN: 35-2023590

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. Research dossier generated April 2026.

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