Skip to content

· Private foundation

The James and Vedna Welch Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$63k
Granted FY2018
14
Grants FY2018
6
States reached
$20k
Largest

Read this first · the figures below need context

100% of The James and Vedna Welch Foundation’s FY2024 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year The James and Vedna Welch Foundation named its own grantees at scale: 11 organizations, $63k. It is dated, not current.

Organizations named directly on the return

11
’17
11
’18
4
’19
2
’20
0
’21
0
’22
0
’23
0
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$1.6MEnvironment$130kArts & Culture$53kHuman Services$51kEducation$28kHealth$10k
02FY2018 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2018

  • Under $10k12 grants · $33k
  • $10k–50k2 grants · $30k
$3,000
Median grant
6
States reached
$362k
Total assets
Largest grants
RecipientAmount
SANIBEL-CAPTIVA CONSERVATION FOUNDATION INC$20,000
BARRIER ISLAND GROUP FOR THE ARTS$10,000
MASSACHUSETTS GENERAL HOSPITAL$5,000
COLUMBIA UNIVERSITY$5,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC$5,000
PINGRY CORPORATION$4,000
THE SOCIETY OF THE FOUR ARTS$3,000
LOUISBURG COLLEGE$3,000
PLAID HOUSE INC$2,000
SANIBEL SEA SCHOOL INC$2,000
THOMAS JEFFERSON FOUNDATION INC$1,000
UNITED WAY OF MILLBURN - SHORT HILLS INC$1,000
BOCA RATON REGIONAL HOSPITAL FOUNDATION INC$1,000
CLARKE SCHOOL FOR THE DEAF$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–19, $11k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 64% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%PLAID HOUSE INC: $2k → 4%PLAID HOUSE INC: $2k → 4%FISH OF SANIBEL-CAPTIVA INC: $5k → 11%FISH OF SANIBEL-CAPTIVA INC: $2k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

84%of every dollar goes to organizations it has funded before.
$224k · 13 repeat orgs$42k to everyone else

Grantees it renews have grown median revenue +40% since the first grant, against +6% for those funded once.

13 repeat relationships: 12 still active in FY2018, 1 since wound down; 2 grantees were first funded in FY2018 (too recent to call). Read against FY2018, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

13
2

Total granted

$224k
$42k

Median revenue growth · since first grant

+40%
+6%

Still filing today

85%
50%

New vs renewed · share of each year

In FY2020, 56% of grant dollars renewed an existing relationship; $40k went to new ones.

50%100%’17’18’19’20
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20
Arts & CultureEducationHuman ServicesEnvironmentCommunity ImprovementPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SANIBEL-CAPTIVA CONSERVATION FOUNDATION
    4× · 2017–2020 · $128k · revenue +42%
  • BI
    BARRIER ISLAND GROUP FOR THE ARTS
    3× · 2017–2019 · $35k · revenue +3%
  • LC
    LINCOLN CENTER FOR THE PERFORMING ARTS INC
    2× · 2017–2018 · $10k · revenue +45%

Funded once

  • TL
    The Legacy Foundation At Shell Point Inc
    one grant, 2020 · $40k · revenue -77%
  • SS
    SANIBEL SEA SCHOOL INC
    one grant, 2018 · $2k · revenue +6%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Bard College

Bard college seeks to provide a challenging academic program and a supportive environment that fosters a collaborative interchange of ideas in the classroom as well as ambition to achieve excellence.

Education
2
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
3
The American College of Trust and Estate Counsel

Enhance the ability of actec members to provide the most efficient and highest quality services to their clients; develop qualified trust and estate counselors; improve and reform probate, trust and tax laws, procedures, and standards of…

Community Improvement
4
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
5
Governors Island Corporation

The governors island corporation, doing business as the trust for governors island, is the 501(c)(3) not-for-profit organization created by the city of new york and charged with the planning, redevelopment and ongoing operations of 150…

Animals
6
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
7
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
8
St Francis College

St. francis college is an independent, coeducational institution of higher education chartered by an act of the regents of the university of the state of new york on april 10, 1957.

Education
9
Sarah Lawrence College

At sarah lawrence college, our mission is to graduate citizens of the world who are diverse in every definition of the word, who take intellectual and creative risks, and who are able to focus exceptional intellectual discipline (continued…

Education
10
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
11
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
12
Pacific University

A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Legacy Foundation At Shell Point Inc; the most unlike its peers is Sanibel Sea School Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

15 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 15 of the 17 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
14/15
Grantees still filing
12/15
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $1,613,658 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUND+1 more: $2,000 · Community ImprovementSANIBEL-CAPTIVA CONSERVATION FOUNDATION: $128,000 · EnvironmentBARRIER ISLAND GROUP FOR THE ARTS: $35,000 · Arts & CultureLINCOLN CENTER FOR THE PERFORMING ARTS INC: $10,000 · Arts & CultureThe Society of the Four Arts Inc: $6,000 · Arts & CultureTHOMAS JEFFERSON FOUNDATION INC: $2,000 · Arts & CultureThe Legacy Foundation At Shell Point Inc: $40,000 · PhilanthropyLOUISBURG COLLEGE: $9,000 · OtherMASSACHUSETTS GENERAL HOSPITAL: $8,000 · OtherUNITED WAY OF MILLBURN - SHORT HILLS INC: $4,000 · OtherSANIBEL SEA SCHOOL INC: $2,000 · OtherTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $10,000 · EducationTHE PINGRY CORPORATION: $8,000 · EducationTHE CLARKE SCHOOL FOR THE DEAF CLARKE SCHOOLS FOR HEARING AND SPEECH: $1,000 · EducationFISH OF SANIBEL-CAPTIVA INC: $7,000 · Human ServicesPLAID HOUSE INC: $4,000 · Human Services
Community Improvement$1,615,658Environment$128,000Arts & Culture$53,000Philanthropy$40,000Other$23,000Education$19,000Human Services$11,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $1,613,658 over 4y, 0.0% of budgetSANIBEL-CAPTIVA CONSERVATION FOUNDATION: $128,000 over 4y, 1.3% of budgetThe Legacy Foundation At Shell Point Inc: $40,000 over 1y, 0.2% of budgetBARRIER ISLAND GROUP FOR THE ARTS: $35,000 over 3y, 0.4% of budgetLINCOLN CENTER FOR THE PERFORMING ARTS INC: $10,000 over 2y, 0.0% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $10,000 over 2y, 0.0% of budgetLOUISBURG COLLEGE: $9,000 over 3y, 0.0% of budgetTHE PINGRY CORPORATION: $8,000 over 2y, 0.0% of budgetFISH OF SANIBEL-CAPTIVA INC: $7,000 over 2y, 0.3% of budgetThe Society of the Four Arts Inc: $6,000 over 2y, 0.0% of budgetPLAID HOUSE INC: $4,000 over 2y, 0.1% of budgetBoca Raton Regional Hospital Foundation Inc: $2,000 over 2y, 0.0% of budgetTHOMAS JEFFERSON FOUNDATION INC: $2,000 over 2y, 0.0% of budgetSANIBEL SEA SCHOOL INC: $2,000 over 1y, 0.1% of budgetTHE CLARKE SCHOOL FOR THE DEAF CLARKE SCHOOLS FOR HEARING AND SPEECH: $1,000 over 2y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Community Foundation of New JerseyNJ13.1× affinity4 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of New Jersey · National Philanthropic Trust · Natl Christian Charitable Fdn Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The James and Vedna Welch Foundation funds: left to right is the share of its income from government, bottom to top the share from The James and Vedna Welch Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 4%
  • Plaid House Inc: 9% of income from government
  • Sanibel-Captiva Conservation Foundation: 4% of income from government
  • The Clarke School for the Deaf Clarke Schools for Hearing and Speech: 1% of income from government
no gov moneyreceives it· size = income
6get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The James and Vedna Welch Foundation?

Find your warmest path to The James and Vedna Welch Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 17 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2018, released 2018. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2018, the most recent year this funder made grants.

Source object · view filing

Play a game based on James and Vedna Welch’s filings →

More from the funding graph