Nonprofit · EIN 83-3092521
WEST CHARITABLE TRUST UAD 1-10-19
Tax-exempt · HARTFORD, CT 06105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $321,490 | $1,019,347 | -$697,857 | $6,247,126 | $0 | $6,247,126 |
| December 31, 2024 | 990-PF | $853,109 | $1,339,899 | -$486,790 | $6,944,983 | $0 | $6,944,983 |
| December 31, 2023 | 990-PF | $245,990 | $1,342,023 | -$1,096,033 | $7,431,773 | $0 | $7,431,773 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $102,995
- Interest
- $71,611
- Net gain from sales of assets
- $146,884
Expenses
- Grants and similar amounts paid
- $999,999
- Disbursements for charitable purposes
- $1,001,199
- Excise tax on investment income
- $4,446
Balance sheet and other
- Total assets, start of year
- $6,944,983
- Total assets, end of year
- $6,247,126
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,247,126
- Fair market value of assets
- $10,951,016
- Qualifying distributions
- $1,001,199
- Net investment income
- $321,490
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 |
|---|---|---|---|
| Carolyn S West 65 Kenyon Street, Hartford, CT 06105 | Trustee | 5 | $0 |
| Mildred G Unfried -Dec'd 825 65 Kenyon Street, Hartford, CT 06105 | Trustee | 1 | $0 |
| Gretchen Unfried-English 925 65 Kenyon Street, Hartford, CT 06105 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carolyn S West 65 Kenyon Street, Hartford, CT 06105 | Trustee | 5 | $0 |
| Mildred G Unfried 65 Kenyon Street, Hartford, CT 06105 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carolyn S West 65 Kenyon Street, Hartford, CT 06105 | Trustee | 5 | $0 |
| Mildred G Unfried 65 Kenyon Street, Hartford, CT 06105 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 65 KENYON ST, HARTFORD, CT 06105-2506
- In care of
- % CAROLYN S WEST
- Signed the 990-PF
- Carolyn S West, Trustee
- Phone
- (860) 523-1039
- Return prepared by
- Adam P Cohen CPA 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
- 83-3092521
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $6,247,126
- Income (IRS master file)
- $932,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $321,490 | $1,019,347 | $6,247,126 | IRS |
| 990-PF | December 2024 | $853,109 | $1,339,899 | $6,944,983 | IRS |
| 990-PF | December 2023 | $245,990 | $1,342,023 | $7,431,773 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 83-3092521).
Questions about WEST CHARITABLE TRUST UAD 1-10-19
- What is the EIN of WEST CHARITABLE TRUST UAD 1-10-19?
- The employer identification number (EIN) of WEST CHARITABLE TRUST UAD 1-10-19 is 83-3092521.
- Is WEST CHARITABLE TRUST UAD 1-10-19 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to WEST CHARITABLE TRUST UAD 1-10-19 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WEST CHARITABLE TRUST UAD 1-10-19 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WEST CHARITABLE TRUST UAD 1-10-19 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 WEST CHARITABLE TRUST UAD 1-10-19 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 WEST CHARITABLE TRUST UAD 1-10-19?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WEST CHARITABLE TRUST UAD 1-10-19 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $321,490, expenses of $1,019,347 and total assets of $6,247,126 at year end.
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