Nonprofit · EIN 20-6709966
WELSH FAMILY FOUNDATION
Tax-exempt · WILLIAMSBURG, VA 23185
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $88,975 | $102,341 | -$13,366 | $1,101,650 | $0 | $1,101,650 |
| December 31, 2024 | 990-PF | $142,089 | $158,021 | -$15,932 | $1,096,453 | $0 | $1,096,453 |
| December 31, 2023 | 990-PF | $105,344 | $112,827 | -$7,483 | $1,082,388 | $0 | $1,082,388 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,176
- Net gain from sales of assets
- $56,799
Expenses
- Grants and similar amounts paid
- $93,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $93,000
- Excise tax on investment income
- $1,168
Balance sheet and other
- Total assets, start of year
- $1,096,453
- Total assets, end of year
- $1,101,650
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,101,650
- Fair market value of assets
- $1,362,046
- Qualifying distributions
- $93,000
- Net investment income
- $88,975
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE P WELSH 28 WINDWARD WAY, WILLIAMSBURG, VA 23185 | GRANTOR/TRUSTEE | 3 | $0 |
| NANCY L WELSH 900 S ENGLAND CIRCLE, WILLIAMSBURG, VA 23185 | TRUSTEE | 1 | $0 |
| DAVID A WELSH 701 WAYNE DRIVE, RALEIGH, NC 27608 | TRUSTEE | 1 | $0 |
| STEVEN M WELSH 7758 NC HIGHWAY 96, OXFORD, NC 27565 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE P WELSH 265 STEWART DRIVE, MERRITT ISLAND, FL 32952 | GRANTOR/TRUSTEE | 3 | $0 |
| NANCY L WELSH 900 S ENGLAND CIRCLE, WILLIAMSBURG, VA 23185 | TRUSTEE | 1 | $0 |
| DAVID A WELSH 701 WAYNE DRIVE, RALEIGH, NC 27608 | TRUSTEE | 1 | $0 |
| STEVEN M WELSH 7758 NC HIGHWAY 96, OXFORD, NC 27565 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jacqueline P Welsh 265 Stewart Drive, Merritt Island, FL 32952 | Grantor/Trustee | 3 | $0 |
| Nancy L Welsh 2025 S Lynn Street, Arlington, VA 22202 | Trustee | 1 | $0 |
| David A Welsh 701 Wayne Drive, Raleigh, NC 27608 | Trustee | 1 | $0 |
| Steven M Welsh 7758 NC HIGHWAY 96, Oxford, NC 27565 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 28 WINDWARD WAY, WILLIAMSBURG, VA 23185-3086
- In care of
- % JACQUELINE P WALSH
- Signed the 990-PF
- JACQUELINE P WELSH, TRUSTEE
- Phone
- (321) 459-2999
- Return prepared by
- WEALTH ENHANCEMENT TAX & CONSULTING LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6709966
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,101,650
- Income (IRS master file)
- $507,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $88,975 | $102,341 | $1,101,650 | IRS |
| 990-PF | December 2024 | $142,089 | $158,021 | $1,096,453 | IRS |
| 990-PF | December 2023 | $105,344 | $112,827 | $1,082,388 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6709966).
Questions about WELSH FAMILY FOUNDATION
- What is the EIN of WELSH FAMILY FOUNDATION?
- The employer identification number (EIN) of WELSH FAMILY FOUNDATION is 20-6709966.
- Is WELSH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WELSH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WELSH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WELSH FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELSH FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WELSH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WELSH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $88,975, expenses of $102,341 and total assets of $1,101,650 at year end.
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