Funder DirectoryTHE WELCH GROUP FOUNDATION
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Private foundation (trust)EIN 460818266Est. 2015-02

THE WELCH GROUP FOUNDATION

BIRMINGHAM, AL 35213

Total Assets

$965K

FY 2023

Annual Giving

$223K

FY 2023

Grants Made

30

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$500–$35K

Typical

Deadlines

Applications

Programs & Activities

Program 1

To establish, maintain and operate programs which support entrepreneurship and to support and make donations/contributions to or on behalf of other organizations recognized as section 501(c)(3) organizations.

Focus Areas

Community Improvement & Capacity Building

Financial Snapshot

2023 filing

Total Revenue

$313K

Total Expenses

$229K

Qualifying Distributions

$229K

Distributable Amount

$44K

Min. Investment Return

$45K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

30 grants

Grant sizes from minimum $500 through median $3K to maximum $35K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $234K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

80 grants

CREATE BIRMINGHAM
$95K
3 grants
FRIENDS OF JEMISON PARK
$75K
2 grants
YMCA OF GREATER BIRMINGHAM
$65K
3 grants
LOCAL RESTAURANT COVID RELIEF
$60K
1 grant
ROOTED MINISTRIES
$50K
2 grants
BUILD UP
$40K
1 grant
MOUNTAIN BROOK MERCHANT EMERGENCY
$40K
1 grant
GRACE KLEIN COMMUNITY
$35K
1 grant

Grant Size Distribution

80 grants

<$10K
65
grants
$10–50K
14
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Alabama
$613K
95% of total
Illinois
$20K
3% of total
Texas
$10K
2% of total
Michigan
$3K
0% of total

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