Skip to main content

Nonprofit · EIN 59-6253476

CO TUA WELSH CHARITABLE TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$139K$86K2024
Revenue Expenses · by fiscal year end
Financials of CO TUA WELSH CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$139,487$85,699$53,788$1,277,043$0$1,277,043
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$34,823
Net gain from sales of assets
$104,664

Expenses

Grants and similar amounts paid
$61,000
Compensation of officers, directors and key employees
$20,961
Disbursements for charitable purposes
$69,884
Excise tax on investment income
$1,710

Balance sheet and other

Total assets, start of year
$1,233,553
Total assets, end of year
$1,277,043
Total liabilities, end of year
$0
Net assets, end of year
$1,277,043
Fair market value of assets
$1,591,295
Qualifying distributions
$69,884
Net investment income
$138,243

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 40200M FL9-300-01-16, JACKSONVILLE, FL 322030200
CO-TRUSTEE1$20,961
DANIEL HUNTER PA
PO BOX 40200M FL9-300-01-16, JACKSONVILLE, FL 322030200
CO-TRUSTEE20$0
DANIEL HUNTER III
PO BOX 40200M FL9-300-01-16, JACKSONVILLE, FL 322030200
CO-TRUSTEE20$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file
2022October 31, 2023March 15, 2024990-PF on file

IRS record

EIN
59-6253476
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,277,043
Income (IRS master file)
$292,957

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025–––IRS
990-PFOctober 2024–––IRS
990-PFOctober 2023-$15,233$84,007$1,220,362IRS
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about CO TUA WELSH CHARITABLE TRUST

What is the EIN of CO TUA WELSH CHARITABLE TRUST?
The employer identification number (EIN) of CO TUA WELSH CHARITABLE TRUST is 59-6253476.
Is CO TUA WELSH CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does CO TUA WELSH CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CO TUA WELSH CHARITABLE TRUST due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CO TUA WELSH CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of CO TUA WELSH CHARITABLE TRUST?
The 990-PF for the year ended October 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $20,961 (BANK OF AMERICA N A, CO-TRUSTEE).
How much revenue does CO TUA WELSH CHARITABLE TRUST have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $139,487, expenses of $85,699 and total assets of $1,277,043 at year end.

Other nonprofits in DALLAS

All nonprofits in DALLAS · Texas