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Nonprofit · EIN 38-2927749

JAMES AND JANE WELCH FOUNDATION

Also known as THOMAS R WINQUIST

Tax-exempt · ADA, MI 49301

Financials

$242K$439K2022$81K$30K2023$335K$485K2024
Revenue Expenses · by fiscal year end
Financials of JAMES AND JANE WELCH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$334,850$485,033-$150,183$5,804,232$0$5,804,232
December 31, 2023990-PF$80,705$29,605$51,100$5,954,415$0$5,954,415
September 30, 2023990-PF$241,648$439,093-$197,445$5,903,315$0$5,903,315
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$89,115
Net gain from sales of assets
$236,091
Other income
$9,644

Expenses

Grants and similar amounts paid
$425,000
Disbursements for charitable purposes
$431,820
Excise tax on investment income
$3,965

Balance sheet and other

Total assets, start of year
$5,954,415
Total assets, end of year
$5,804,232
Total liabilities, end of year
$0
Net assets, end of year
$5,804,232
Fair market value of assets
$8,168,162
Qualifying distributions
$431,820
Net investment income
$334,850

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
JANE N WELCH
732 ST GEORGES CT, NAPLES, FL 34110
PRESIDENT0$0
CHARLES B WELCH
7125 HEADLEY STREET STE 213, ADA, MI 49301
TREASURER0$0
THOMAS B WELCH
2050 STEKETEE WOODS LN SE, GRAND RAPIDS, MI 49546
VICE PRESIDE0$0
ELIZABETH M WELCH
6331 LAMPOST CIRCLE SE, GRAND RAPIDS, MI 49546
SECRETARY0$0
JOHN B WELCH
5454 QUAIL HOLLOW STREET, PALM CITY, FL 34990
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JANE N WELCH
732 ST GEORGES CT, NAPLES, FL 34110
PRESIDENT1$0
CHARLES B WELCH
7125 HEADLEY STREET STE 213, ADA, MI 49301
TREASURER1$0
THOMAS B WELCH
2050 STEKETEE WOODS LN SE, GRAND RAPIDS, MI 49546
VICE PRESIDE1$0
ELIZABETH M WELCH
6331 LAMPOST CIRCLE SE, GRAND RAPIDS, MI 49546
SECRETARY1$0
JOHN B WELCH
5454 QUAIL HOLLOW STREET, PALM CITY, FL 34990
TRUSTEE1$0
990-PF for the year ended September 30, 2023: 5 people
NameTitleHours / weekCompensation
JANE N WELCH
732 ST GEORGES CT, NAPLES, FL 34110
PRESIDENT0$0
CHARLES B WELCH
7125 HEADLEY STREET STE 213, ADA, MI 49301
TREASURER0$0
THOMAS B WELCH
7379 THORNAPPLE PINES DR SE, GRAND RAPIDS, MI 49546
VICE PRESIDE0$0
ELIZABETH M WELCH
2515 INDIAN TRAIL SE, GRAND RAPIDS, MI 49506
SECRETARY0$0
JOHN B WELCH
5454 QUAIL HOLLOW STREET, PALM CITY, FL 34990
TRUSTEE0$0

Address and contacts

Address (IRS master file)
7125 HEADLEY ST SE UNIT 213, ADA, MI 49301-4507
In care of
% FIFTH THIRD BANK
Signed the 990-PF
JANE N WELCH, PRESIDENT
Phone
(616) 450-0490
Return prepared by
ECHELBARGER HIMEBAUGH TAMM & CO PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-2927749
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,804,232
Income (IRS master file)
$736,203

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$334,850$485,033$5,804,232IRS
990-PFDecember 2023$80,705$29,605$5,954,415XML
990-PFSeptember 2023$241,648$439,093$5,903,315XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 38-2927749).

Questions about JAMES AND JANE WELCH FOUNDATION

What is the EIN of JAMES AND JANE WELCH FOUNDATION?
The employer identification number (EIN) of JAMES AND JANE WELCH FOUNDATION is 38-2927749.
Is JAMES AND JANE WELCH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to JAMES AND JANE WELCH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES AND JANE WELCH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES AND JANE WELCH FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES AND JANE WELCH FOUNDATION 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 JAMES AND JANE WELCH FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does JAMES AND JANE WELCH FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $334,850, expenses of $485,033 and total assets of $5,804,232 at year end.

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