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Welltower Charitable Foundation at a glance

· Private foundation

Welltower Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$435k
Granted FY2023
35
Grants FY2023
12
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

93% of Welltower Charitable Foundation’s FY2024 grant dollars went to Toledo Community Foundation Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 15 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Welltower Charitable Foundation named its own grantees at scale: 17 organizations, $435k. It is dated, not current.

Organizations named directly on the return

3
’20
5
’21
6
’22
17
’23
15
’24

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

01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$1.1MArts & Culture$71kHealth$58kEducation$55kPublic Safety & Disaster$51kCivil Rights$15kHuman Services$12kAnimals$10kOther$0
02FY2023 · 35 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k27 grants · $15k
  • $10k–50k4 grants · $70k
  • $50k–250k4 grants · $350k
$250
Median grant
12
States reached
$303k
Total assets
Largest grants
RecipientAmount
WELLTOWER CHARITABLE DAF OF THE GREATER TOLEDO COMMUNITY FOUNDATION$100,000
WELLTOWER CHARITABLE DAF OF THE GREATER TOLEDO COMMUNITY FOUNDATION$100,000
WELLTOWER CHARITABLE DAF OF THE GREATER TOLEDO COMMUNITY FOUNDATION$100,000
TOLEDO MUSEUM OF ART$50,000
CHAI LIFELINE INC$25,000
ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC$20,450
UNITED WAY OF GREATER TOLEDO$15,000
MASSACHUSETTS GENERAL HOSPITAL$10,000
FAMILY SCHOLAR HOUSE$5,000
THE BOWERY MISSION$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL$1,750
CANCER RESEARCH INSTITUTE$950
ALZHEIMER'S ASSOCIATION$950
GIVE LIVELY FOUNDATION$926
DOCTORS WITHOUT BORDERS USA$800
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 (FY21–24, $7k) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%WOUNDED WARRIOR PROJECT: $5k → 14%LOVE FOR OUR ELDERS: $2k → 17%WORLD FOOD PROGRAM USA: $52 → 14%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.

Which US states its grants reach

IL
MI
NY
MA
OH
PA
CA
CO
KY
MD
AZ
KS
TN
SC
DC
LA
GA
TX
FL
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 16% of Welltower Charitable Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Welltower Charitable Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

22%of every dollar goes to organizations it has funded before.
$159k · 6 repeat orgs$548k to everyone else

Grantees it renews have grown median revenue +16% since the first grant, against +4% for those funded once.

6 repeat relationships: 5 still active in FY2023, 1 since wound down; 31 grantees were first funded in FY2023 (too recent to call). Read against FY2023, 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

6
18

Total granted

$159k
$163k

Median revenue growth · since first grant

+16%
+4%

Still filing today

67%
67%

New vs renewed · share of each year

In FY2024, 49% of grant dollars renewed an existing relationship; $17k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

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

’20’21’22’23’24
HealthInternationalPhilanthropyArts & CultureHuman ServicesCivil RightsOther
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

  • TT
    THE TOLEDO MUSEUM OF ART
    2× · 2021–2023 · $60k · revenue +103%
  • UW
    UNITED WAY
    2× · 2020–2021 · $50k
  • UW
    UNITED WAY OF GREATER TOLEDO
    3× · 2022–2024 · $45k · revenue -33%

Funded once

  • NF
    NAREIT FOUNDATION
    one grant, 2022 · $50k
  • PD
    PROJECT DESTINED INC
    one grant, 2022 · $25k · revenue -57%
  • DS
    DISCOVERY SENIOR LIVING LLC
    one grant, 2022 · $15k
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
International Aids Vaccine Initiative Inc

A nonprofit scientific research organization that develops vaccines and antibodies for hiv, tuberculosis, and emerging infectious diseases.

International
2
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
3
Association of American Medical Colleges

Aamc leads & serves the academic medicine community to improve the health of people everywhere.

Education
4
Fajr Scientific

To provide multi-specialty surgical care, humanitarian aid and educational support to people in low- and middle-income countries.

Science & Tech
5
Central Indiana Corporate Partnership Inc

Central indiana corporate partnership (cicp) is an alliance of indiana's business and research university leaders coming together to foster long-term prosperity for the region. cicp's mission is to transform the economy of indiana in order…

Community Improvement
6
Association of Clinical Research Professionals

Acrp promotes excellence in clinical research. we support clinical research professionals through training and development, the exchange of ideas and expertise, and certification. we serve as the preferred source for quality tools,…

Health
7
University Hospital & Clinics Inc

The organization provides medical care to improve, maintain, and restore the health of the people in the communities we serve.

Health
8
Allosource

Inspired by the gift of donation from our communities, allosource responsibly provides innovative cellular and tissue allografts to advance patient healing.

Health
9
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
10
Actionaid Usa

Actionaid is an international network building a just, equitable, and sustainable world in solidarity with communities on the frontlines of poverty and injustice. actionaid usa is the u.s. branch of actionaid international, which works in…

Social Science
11
Commonwealth Care Alliance Inc

Commonwealth care alliance, inc.'s mission is to improve the health and well-being of people with significant needs by innovating, coordinating and providing the highest quality, individualized care.

Health
12
Acadia General Hospital Inc

The organization provides medical care to improve, maintain, and restore the health of the people in the communities we serve.

Health
How this is measured
The grantee most central to the portfolio’s shape is Colorado Gives Foundation; the most unlike its peers is Chorale Acadienne. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

45 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. 45 of the 59 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)
4
Early backer (in before they grew)
45/45
Grantees still filing
26/45
Grew since first funded

Where the money sits, by cause and then by grantee

TOLEDO COMMUNITY FOUNDATION INC: $528,918 · PhilanthropyTOLEDO COMMUNITY FOUNDATION INCUNITED WAY OF GREATER TOLEDO: $45,000 · PhilanthropyUNITED WAY OF GREATER TOLEDO+3 more: $1,439 · PhilanthropyWELLTOWER CHARITABLE DAF OF THE GREATER TOLEDO COMMUNITY FOUNDATION: $300,000 · OtherWELLTOWER CHARITABLE DAF OF THE GREATER…UNITED WAY: $50,000 · OtherUNITED WAYNAREIT FOUNDATION: $50,000 · OtherNAREIT FOUNDATION+31 more: $104,925 · Other+31 moreFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $189,200 · Community ImprovementFIDELITY INVES…THE TOLEDO MUSEUM OF ART: $60,000 · Arts & CultureCHORALE ACADIENNE: $10,000 · Arts & Culture+1 more: $500 · Arts & CultureTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $25,000 · EducationPROJECT DESTINED INC: $25,000 · EducationThurgood Marshall College Fund: $5,000 · EducationCHAI LIFELINE INC: $25,000 · HealthAmerican Heart Association Inc: $2,101 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $1,750 · Health+9 more: $5,649 · HealthISRAAID US GLOBAL HUMANITARIAN ASSISTANCE INC: $20,450 · Public Safety & Disaster
Philanthropy$575,357Other$504,925Community Improvement$189,200Arts & Culture$70,500Education$55,000Health$34,500Public Safety & Disaster$20,450

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTOLEDO COMMUNITY FOUNDATION INC: $528,918 over 2y, 1.1% of budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $189,200 over 1y, 0.0% of budgetTHE TOLEDO MUSEUM OF ART: $60,000 over 2y, 0.1% of budgetUNITED WAY OF GREATER TOLEDO: $45,000 over 3y, 0.2% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $25,000 over 1y, 0.0% of budgetPROJECT DESTINED INC: $25,000 over 1y, 0.8% of budgetCHAI LIFELINE INC: $25,000 over 1y, 0.1% of budgetISRAAID US GLOBAL HUMANITARIAN ASSISTANCE INC: $20,450 over 1y, 0.1% of budgetCHORALE ACADIENNE: $10,000 over 1y, 12% of budgetBLACK SWAMP BIRD OBSERVATORY: $10,000 over 1y, 2.0% of budgetAMERICAN JEWISH COMMITTEE: $10,000 over 1y, 0.0% of budgetFAMILY SCHOLAR HOUSE INC: $5,000 over 1y, 0.1% of budgetThurgood Marshall College Fund: $5,000 over 1y, 0.0% of budgetNAACP LEGAL DEFENSE & EDUC FUND INC: $5,000 over 1y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC: $5,000 over 1y, 0.0% of budgetCITYMEALS-ON-WHEELS: $3,500 over 1y, 0.0% of budgetFLEECE & THANK YOU: $3,190 over 1y, 0.3% of budgetMAUMEE VALLEY HABITAT FOR HUMANITY: $2,500 over 1y, 0.0% of budgetAmerican Heart Association Inc: $2,101 over 2y, 0.0% of budgetChristian Herald Association Inc: $2,000 over 1y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $1,750 over 1y, 0.0% of budgetGIVE LIVELY FOUNDATION INC: $1,371 over 2y, 0.0% of budgetGIRLS ON THE RUN OF NORTHWEST OHIO: $1,000 over 1y, 0.7% of budgetATLANTA CANCER CARE FOUNDATION INC: $1,000 over 1y, 0.2% of budgetWATERMARK FOR KIDS INC: $1,000 over 1y, 0.7% of budgetAMERICAN CANCER SOCIETY INC: $1,000 over 1y, 0.0% of budgetCANCER RESEARCH INSTITUTE INC: $950 over 1y, 0.0% of budgetALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC: $950 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $800 over 1y, 0.0% of budgetFeeding America: $550 over 1y, 0.0% of budgetCOLUMBUS MUSEUM OF ART: $500 over 1y, 0.0% of budgetCOLORECTAL CANCER ALLIANCE: $250 over 1y, 0.0% of budgetBLOOD CANCER UNITED INC: $243 over 1y, 0.0% of budgetMOVEMBER FOUNDATION: $206 over 1y, 0.0% of budgetANTI-DEFAMATION LEAGUE: $200 over 1y, 0.0% of budgetINTERNATIONAL JUSTICE MISSION: $98 over 1y, 0.0% of budgetFRIENDS OF THE WORLD FOOD PROGRAM INC: $52 over 1y, 0.0% of budgetINTERNATIONAL MEDICAL CORPS: $52 over 1y, 0.0% of budgetPROPIONIC ACIDEMIA FOUNDATION: $50 over 1y, 0.0% of budgetCOLORADO GIVES FOUNDATION: $42 over 1y, 0.0% of budgetMuddy Paws Rescue: $26 over 1y, 0.0% of budgetInternational Rescue Committee INC: $26 over 1y, 0.0% of budgetTOLEDO HUMANE SOCIETY: $26 over 1y, 0.0% of budgetGLOBALGIVING FOUNDATION INC: $25 over 1y, 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.

Walter E Terhune Memo…Toledo Community Foun…The O-I Charities Fou…Robert C and Susan M …Hylant Family Foundat…Promedica Health Syst…John Henry Eldred Jr …Jpmorgan Chase Founda…Enterprise Holdings F…The Blackbaud Giving …Verizon FoundationCharities Aid Foundat…
Walter E Terhune Memorial FundOH17.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Walter E Terhune Memorial Fund · Toledo Community Foundation Inc · The O-I Charities Foundation · Robert C and Susan M Savage Family Foundation · Hylant Family Foundation Inc · Promedica Health System Inc · John Henry Eldred Jr Foundation · Jpmorgan Chase Foundation · Enterprise Holdings Foundation · The Blackbaud Giving Fund · Verizon Foundation · Charities Aid Foundation America

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 Welltower Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Welltower Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%4%8%15%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 0%
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
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 Welltower Charitable Foundation?

Find your warmest path to Welltower Charitable 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 59 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Welltower’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home