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Welton Foundation at a glance

· Private foundation

Welton 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.

$14k
Granted FY2025still arriving
4
Grants FY2025still arriving
4
States reached
$6k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Education$330kHealth$118kPublic Benefit$54kArts & Culture$13kRecreation & Sports$9kAnimals$5kHousing & Shelter$5kPhilanthropy$5kOther$0
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

$5,000
Median grant
4
States reached
$190k
Total assets
Largest grants
RecipientAmount
BREAKTHROUGH T1D$5,500
COMBAT HATE FOUNDATION$5,000
SAN JOSE WIND SYMPHONY$2,500
FRIENDS OF THE POOL INC ROB DIXON PRESIDENT$1,000
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 (FY22–22, $1k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%GATHERING FOR WOMEN - MONTEREY: $1k → 12%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.
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 68% of Welton Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Welton 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.

75%of every dollar goes to organizations it has funded before.
$198k · 9 repeat orgs$65k to everyone else

Grantees it renews have grown median revenue +67% since the first grant, against +8% for those funded once.

9 repeat relationships: 2 still active in FY2025, 7 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
8

Total granted

$198k
$55k

Median revenue growth · since first grant

+67%
+8%

Still filing today

78%
75%

New vs renewed · share of each year

In FY2025, 25% of grant dollars renewed an existing relationship; $11k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’18’19’20’21’22’23’24’25
EducationHealthArts & CultureCrime & LegalCivil RightsHuman ServicesOther
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

  • MH
    MONTAGE HEALTH
    7× · 2018–2024 · $105k · revenue +71%
  • TP
    The Panetta Institute for Public Policy
    6× · 2018–2023 · $44k · revenue +44%
  • FO
    FRIENDS OF THE POOL INC
    3× · 2021–2025 · $8k · revenue +150%

Funded once

  • UO
    UNIVERSITY OF WISCONSIN FOUNDATIONgraduated
    one grant, 2018 · $35k · revenue +43%
  • TS
    THE SILICON VALLEY & MONTEREY BAY AREA CHAPTER OF
    one grant, 2018 · $10k
  • SF
    SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS O
    one grant, 2018 · $5k
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
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
2
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
3
Foundation of California State University Monterey Bay

To further the scientific, literary, educational and charitable purposes of california state university, monterey bay, including fundraising, development, endowment management, financial assistance, public relations and other support.

Education
4
Uc Riverside Foundation

To support educational, research and public functions and programs of the riverside campus of the university of california.

Education
5
University of the Pacific

To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities.

Education
6
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
7
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
8
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
9
The University Foundation At Sacramento State

Raise private resources to advance the mission and priorities of the university and serve as ambassadors in the community. provide stewardship in the prudent investment of resources and ensure the integrity of the foundation through…

Education
10
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
11
California Institute for Immunology and Immunotherapy

To harness the power of the human immune system and advanced computing technologies to create and translate scientific discoveries into next generation vaccines and therapies for prevention, control and cure of chronic diseases, enabling…

Health
12
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
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation for Monterey County; the most unlike its peers is Breakthrough T1D. 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

19 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. 19 of the 23 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)
3
Early backer (in before they grew)
19/19
Grantees still filing
10/19
Grew since first funded

Where the money sits, by cause and then by grantee

UCLA FOUNDATION: $230,500 · EducationUCLA FOUNDATIONTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $45,000 · EducationTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITYThe Panetta Institute for Public Policy: $44,000 · EducationThe Panetta Institute for Public PolicyUNIVERSITY OF WISCONSIN FOUNDATION: $35,000 · EducationUNIVERSITY OF WISCONSIN FOUNDATIONMonterey Peninsula College Foundation: $14,000 · Education+3 more: $12,500 · EducationMONTAGE HEALTH: $105,000 · HealthMONTAGE HEALTHBREAKTHROUGH T1D: $5,500 · HealthTHE SILICON VALLEY & MONTEREY BAY AREA CHAPTER OF: $10,000 · OtherSOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS O: $5,000 · OtherJUVENILE DIABETES RESEARCH FOUNDATION - GREATER BA: $5,000 · OtherJUVENILE DIABETES RESEARCH FOUNDATION: $2,000 · OtherBIG SUR MARATHON FOUNDATION INC: $1,000 · OtherSENECA FAMILY OF AGENCIES: $1,000 · OtherPACIFIC REPERTORY THEATRE: $1,000 · OtherCOMMUNITY FOUNDATION FOR MONTEREY COUNTY: $2,500 · Other+1 more: $500 · OtherSAN JOSE WIND SYMPHONY: $11,500 · Arts & CultureGATHERING FOR WOMEN - MONTEREY: $5,000 · Human ServicesCOMBAT HATE FOUNDATION: $5,000 · Civil RightsTURKISH PHILANTHROPY FUNDS INC: $2,500 · International
Education$381,000Health$110,500Other$28,000Arts & Culture$11,500Human Services$5,000Civil Rights$5,000International$2,500

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 budgetUCLA FOUNDATION: $230,500 over 6y, 0.0% of budgetMONTAGE HEALTH: $105,000 over 7y, 0.1% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $45,000 over 2y, 0.0% of budgetThe Panetta Institute for Public Policy: $44,000 over 6y, 0.8% of budgetUNIVERSITY OF WISCONSIN FOUNDATION: $35,000 over 1y, 0.0% of budgetMonterey Peninsula College Foundation: $14,000 over 7y, 0.3% of budgetSAN JOSE WIND SYMPHONY: $11,500 over 8y, 3.6% of budgetFRIENDS OF THE POOL INC: $7,500 over 3y, 2.1% of budgetBREAKTHROUGH T1D: $5,500 over 1y, 0.0% of budgetGATHERING FOR WOMEN - MONTEREY: $5,000 over 5y, 0.1% of budgetCOMBAT HATE FOUNDATION: $5,000 over 1y, 0.0% of budgetNAVAL POSTGRADUATE SCHOOL FOUNDATION INC: $4,000 over 4y, 0.0% of budgetTURKISH PHILANTHROPY FUNDS INC: $2,500 over 1y, 0.0% of budgetCOMMUNITY FOUNDATION FOR MONTEREY COUNTY: $2,500 over 1y, 0.0% of budgetBIG SUR MARATHON FOUNDATION INC: $1,000 over 1y, 0.0% of budgetSENECA FAMILY OF AGENCIES: $1,000 over 1y, 0.0% of budgetROBERT LOUIS STEVENSON SCHOOL: $1,000 over 1y, 0.0% of budgetPACIFIC REPERTORY THEATRE: $1,000 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.

Monterey Peninsula Fo…Silicon Valley Commun…Alexander F Victor Fo…Pebble Beach Company …The Tyler FoundationNancy Eccles and Home…Nancy Buck Ransom Fou…Gs Donor Advised Phil…Morgan Stanley Global…The Bank of America C…Vanguard Charitable E…American Endowment Fo…
Monterey Peninsula FoundationCA19.8× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Monterey Peninsula Foundation · Silicon Valley Community Foundation · Alexander F Victor Foundation · Pebble Beach Company Foundation · The Tyler Foundation · Nancy Eccles and Homer M Hayward Family Foundation · Nancy Buck Ransom Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · American Endowment 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 Welton Foundation funds: left to right is the share of its income from government, bottom to top the share from Welton Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    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 Welton Foundation?

    Find your warmest path to Welton 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 23 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Welton’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