UW SG Welsh CHAR Trust
EIN 137095254 Private FoundationTotal Given 2020–2024
$4.5M
10 grants · $892K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$443K
typical big bets · $420K–$464K
grant size
100%
deep partner · 2/2 multi-year
repeat
$18.9M
Assets (2024)
2
Distinct Recipients
About
NEW JERSEY DOES NOT REQUIRE FILING WITH THE NJ AG IF ANNUAL SOLICITATIONS ARE LESS THAN $10,000.00.
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $16.8M | $578K | N/A |
| 2020 | $839K | $18.6M | $839K | 2 |
| 2021 | $929K | $20.7M | $3.2M | 2 |
| 2022 | $998K | $16.1M | $-475K | 2 |
| 2023 | $807K | $17.7M | $301K | 2 |
| 2024 | $887K | $18.9M | $1.5M | 2 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$404K
25th Pctl
$420K
Median
$443K
Average
$446K
75th Pctl
$464K
Maximum
$499K
Geographic Distribution
Officers & Directors
BA
Bank of America
5 yrs
Trustee
BA
Bank of America
5 yrs
Trustee
BA
Bank of America
5 yrs
Trustee
BA
Bank of America
5 yrs
Trustee
BA
Bank of America
5 yrs
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| Harvard University | Cambridge, MA | $498,926 | UNRESTRICTED GENERAL | 2022 |
| Tabor Academy | Marion, MA | $498,926 | UNRESTRICTED GENERAL | 2022 |
| Harvard University | Cambridge, MA | $464,275 | UNRESTRICTED GENERAL | 2021 |
| Tabor Academy | Marion, MA | $464,275 | UNRESTRICTED GENERAL | 2021 |
| Harvard University | Cambridge, MA | $443,284 | UNRESTRICTED GENERAL | 2024 |
| Tabor Academy | Marion, MA | $443,284 | UNRESTRICTED GENERAL | 2024 |
| Harvard University | Cambridge, MA | $419,527 | UNRESTRICTED GENERAL | 2020 |
| Tabor Academy | Marion, MA | $419,527 | UNRESTRICTED GENERAL | 2020 |
| Harvard University | Cambridge, MA | $403,660 | UNRESTRICTED GENERAL | 2023 |
| Tabor Academy | Marion, MA | $403,660 | UNRESTRICTED GENERAL | 2023 |
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