UW SG WELSH CHAR TRUST
$18.9M
Total Assets (2024)
$887K
Total Giving (2024)
6
Grants on File (2019–2024)
$443K
Avg Grant Size
About
NEW JERSEY DOES NOT REQUIRE FILING WITH THE NJ AG IF ANNUAL SOLICITATIONS ARE LESS THAN $10,000.00.
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8888663275
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 | N/A | $18.6M | $839K | N/A |
| 2021 | N/A | $20.7M | $3.2M | N/A |
| 2022 | $998K | $16.1M | $-475K | 2 |
| 2023 | $807K | $17.7M | $301K | 2 |
| 2024 | N/A | $18.9M | $1.5M | N/A |
Grant Size Distribution
Based on 6 grants on record
Minimum
$404K
25th Pctl
$404K
Median
$443K
Average
$449K
75th Pctl
$499K
Maximum
$499K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BANK OF AMERICA | TRUSTEE | $147K |
| BANK OF AMERICA N A | TRUSTEE | $117K |
Grants Awarded (6 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| HARVARD UNIVERSITY | CAMBRIDGE, MA | $498,926 | UNRESTRICTED GENERAL | 2022 |
| TABOR ACADEMY | MARION, MA | $498,926 | UNRESTRICTED GENERAL | 2022 |
| HARVARD UNIVERSITY | CAMBRIDGE, MA | $443,284 | UNRESTRICTED GENERAL | 2024 |
| TABOR ACADEMY | MARION, MA | $443,284 | UNRESTRICTED GENERAL | 2024 |
| HARVARD UNIVERSITY | CAMBRIDGE, MA | $403,660 | UNRESTRICTED GENERAL | 2023 |
| TABOR ACADEMY | MARION, MA | $403,660 | UNRESTRICTED GENERAL | 2023 |