Nonprofit · EIN 47-6429734
JOSEPH W WELCH JR FOUNDATION TR
Also known as JOSEPH WELCH III TTEE
Tax-exempt · SAN BRUNO, CA 94066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $458,369 | $332,509 | $125,860 | $8,135,129 | $0 | $8,135,129 |
| December 31, 2023 | 990-PF | $402,636 | $238,749 | $163,887 | $8,010,546 | $0 | $8,010,546 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $129,503
- Interest
- $9,200
- Net rental income
- $235,404
- Net gain from sales of assets
- $80,183
- Other income
- $4,079
Expenses
- Grants and similar amounts paid
- $250,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $250,000
- Excise tax on investment income
- $5,308
Balance sheet and other
- Total assets, start of year
- $8,010,546
- Total assets, end of year
- $8,135,129
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,135,129
- Fair market value of assets
- $11,235,104
- Qualifying distributions
- $250,000
- Net investment income
- $458,369
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH W WELCH III 383 W SAN BRUNO AVE, SAN BRUNO, CA 94066 | OFFICER | 0.1 | $0 |
| GREGORY P WELCH 383 W SAN BRUNO AVE, SAN BRUNO, CA 94066 | OFFICER | 0.1 | $0 |
| BARRY F WELCH 383 W SAN BRUNO AVE, SAN BRUNO, CA 94066 | OFFICER | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH W WELCH III 383 W SAN BRUNO AVE, SAN BRUNO, CA 94066 | OFFICER | 0.1 | $0 |
| GREGORY P WELCH 383 W SAN BRUNO AVE, SAN BRUNO, CA 94066 | OFFICER | 0.1 | $0 |
| BARRY F WELCH 383 W SAN BRUNO AVE, SAN BRUNO, CA 94066 | OFFICER | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 383 SAN BRUNO AVE W, SAN BRUNO, CA 94066-3526
- Signed the 990-PF
- JOSEPH WELCH III, OFFICER
- Phone
- (415) 397-4444
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 47-6429734 or by the name JOSEPH W WELCH JR FOUNDATION TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 47-6429734
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,135,129
- Income (IRS master file)
- $812,874
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $458,369 | $332,509 | $8,135,129 | XML |
| 990-PF | December 2023 | $402,636 | $238,749 | $8,010,546 | 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 47-6429734).
Questions about JOSEPH W WELCH JR FOUNDATION TR
- What is the EIN of JOSEPH W WELCH JR FOUNDATION TR?
- The employer identification number (EIN) of JOSEPH W WELCH JR FOUNDATION TR is 47-6429734.
- Is JOSEPH W WELCH JR FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JOSEPH W WELCH JR FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH W WELCH JR FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH W WELCH JR FOUNDATION TR 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 JOSEPH W WELCH JR FOUNDATION TR 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 JOSEPH W WELCH JR FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOSEPH W WELCH JR FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $458,369, expenses of $332,509 and total assets of $8,135,129 at year end.
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