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Nonprofit · EIN 30-6729945

WELSH FAM CRUT TUA

Tax-exempt · DALLAS, TX 75265

Financials

$11.8M$534K2023$1.2M$619K2024
Revenue Expenses · by fiscal year end
Financials of WELSH FAM CRUT TUA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,230,588$618,675$611,913$12,062,627$0$12,062,627
December 31, 2023990-PF$11,764,149$534,149$11,230,000$11,462,937$0$11,462,937
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$10,000
Dividends
$340,487
Net gain from sales of assets
$880,101

Expenses

Grants and similar amounts paid
$466,215
Compensation of officers, directors and key employees
$117,260
Disbursements for charitable purposes
$515,287
Excise tax on investment income
$15,559

Balance sheet and other

Total assets, start of year
$11,462,937
Total assets, end of year
$12,062,627
Total liabilities, end of year
$0
Net assets, end of year
$12,062,627
Fair market value of assets
$13,919,228
Qualifying distributions
$515,287
Net investment income
$1,208,771

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$117,260
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$85,330

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA N A TTEE
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6729945
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,637,049
Income (IRS master file)
$2,759,530

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,230,588$618,675$12,062,627XML
990-PFDecember 2023$11,764,149$534,149$11,462,937XML

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 30-6729945).

Questions about WELSH FAM CRUT TUA

What is the EIN of WELSH FAM CRUT TUA?
The employer identification number (EIN) of WELSH FAM CRUT TUA is 30-6729945.
Is WELSH FAM CRUT TUA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to WELSH FAM CRUT TUA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WELSH FAM CRUT TUA file?
Form 990-PF. Private foundations file every year.
When is the next return of WELSH FAM CRUT TUA 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 FAM CRUT TUA last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of WELSH FAM CRUT TUA?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $117,260 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does WELSH FAM CRUT TUA have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,230,588, expenses of $618,675 and total assets of $12,062,627 at year end.

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