Civic Intelligence

Welton Foundation

990PF • Fiscal year 2024 • EIN 26-3843649

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 12, 2025

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

100th percentile

3417%

Higher net margin than 100% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-15%

Faster asset growth than 26% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$225,954

Down $38,406 (-15%) from 2023

Net Assets

Down

$225,954

Down $38,406 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$1,124

Up $35,844 (+97%) from 2023

Expenses

Down

$37,282

Down $36,188 (-49%) from 2023

Net Income

Up

-$38,406

Up $72,032 (+65%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $1,166,404Liabilities 2012: $0Net Assets 2012: $1,166,4042012Assets 2013: $994,511Liabilities 2013: $0Net Assets 2013: $994,5112013Assets 2016: $970,865Liabilities 2016: $0Net Assets 2016: $970,8652016Assets 2018: $542,658Liabilities 2018: $0Net Assets 2018: $542,6582018Assets 2019: $502,110Liabilities 2019: $0Net Assets 2019: $502,1102019Assets 2020: $362,061Liabilities 2020: $0Net Assets 2020: $362,0612020Assets 2021: $293,602Liabilities 2021: $0Net Assets 2021: $293,6022021Assets 2022: $374,798Liabilities 2022: $0Net Assets 2022: $374,7982022Assets 2023: $264,360Liabilities 2023: $0Net Assets 2023: $264,3602023Assets 2024: $225,954Liabilities 2024: $0Net Assets 2024: $225,9542024

Highlighted filing

2024

Assets$225,954
Liabilities$0
Net Assets$225,954
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2012: $230,4322012Revenue 2013: $65,238Expenses 2013: $237,131Net Income 2013: -$171,8932013Revenue 2016: $5,987Expenses 2016: $231,573Net Income 2016: -$225,5862016Revenue 2018: -$2,279Expenses 2018: $200,289Net Income 2018: -$202,5682018Revenue 2019: $57,485Expenses 2019: $98,033Net Income 2019: -$40,5482019Revenue 2020: -$50,085Expenses 2020: $89,964Net Income 2020: -$140,0492020Revenue 2021: $15,803Expenses 2021: $84,262Net Income 2021: -$68,4592021Revenue 2022: $118,370Expenses 2022: $37,174Net Income 2022: $81,1962022Revenue 2023: -$36,968Expenses 2023: $73,470Net Income 2023: -$110,4382023Revenue 2024: -$1,124Expenses 2024: $37,282Net Income 2024: -$38,4062024

Highlighted filing

2024

Revenue-$1,124
Expenses$37,282
Net Income-$38,406
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander Patrick WeltonDir, VP-$0--
Annette L WeltonVP, Director-$0--
Mikaela Annette WeltonDir, VP-$0--
Patrick L WeltonPres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Welton Foundation
EIN
26-3843649
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Patrick Welton
Title
President
Phone
8008391754
Signed
2025-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix316 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WELTON CAPITAL MARKETS FUND LL
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-5380
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5380
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-38406
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0225954
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010902
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010902
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt064
IRS990PF/FMVAssetsEOYAmt0225800
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0264360
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0225954
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0222197
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034693
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03333
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0187504
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010943
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0218864
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0222197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alexander Patrick Welton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Annette L Welton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mikaela Annette Welton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Patrick L Welton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Pres, Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt035949
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt035949
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Annette L Welton
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Patrick L Welton
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ProjectDNA under the care of Dr. Dan Luba
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Nursing school scholarships Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Golden Bough Restoration Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General & Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6For the Carol K Block Endowed Scholarship at the Herb Alpert School of Music Scholarship Fund
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JUVENILE DIABETES RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MONTAGE HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MONTEREY PENINSULA COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PACIFIC REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAN JOSE WIND SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE UCLA FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02354 GARDEN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1135 MAIN ST SUITE 1030
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3980 FREMONT BLVD STE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 222035
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd691109
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010902
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt057265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt066898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt069663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt069663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0235807
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt057265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt066898
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt067608
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035949
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025047
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0305470
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0280423
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp WELTON CAPITAL MARKETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010924
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010924
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc/Loss WELTON CAPITAL MARKETS FUND LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03988
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03988
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Welton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Welton Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WELT
ReturnHeader/Filer/EIN0263843649
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-10-16T18:39:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,954
Liabilities
$0
Net assets
$225,954
Revenue
-$1,124
Expenses
$37,282
Net income
-$38,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.04$0.07$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.12$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.02$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.05$0.09$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00$0.20$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.23$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.24$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.23