Nonprofit · EIN 88-2870347
ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION
Tax-exempt · TROY, NY 12180
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,618 | $12,944 | -$8,326 | $168,193 | $0 | $168,193 |
| December 31, 2023 | 990-PF | $4,135 | $17,752 | -$13,617 | $176,519 | $0 | $176,519 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $4,618
Expenses
- Grants and similar amounts paid
- $12,000
- Disbursements for charitable purposes
- $12,000
- Excise tax on investment income
- $51
Balance sheet and other
- Total assets, start of year
- $176,519
- Total assets, end of year
- $168,193
- Total liabilities, end of year
- $0
- Net assets, end of year
- $168,193
- Fair market value of assets
- $168,193
- Qualifying distributions
- $12,000
- Net investment income
- $4,618
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 |
|---|---|---|---|
| DONNA L WELCH 19 MURIEL DRIVE, TROY, NY 12180 | PRESIDENT | 1 | $0 |
| ROBERT E WELCH 19 MURIEL DRIVE, TROY, NY 12180 | TREASURER | 1 | $0 |
| CHRISTOPHER R WELCH 3549 NY 2, CROPSEYVILLE, NY 12052 | TRUSTEE | 0 | $0 |
| MATTHEW R WELCH 364 PINEWOODS AVE, TROY, NY 12180 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONNA L WELCH 19 MURIEL DRIVE, TROY, NY 12180 | PRESIDENT | 1 | $0 |
| ROBERT E WELCH 19 MURIEL DRIVE, TROY, NY 12180 | TREASURER | 1 | $0 |
| CHRISTOPHER R WELCH 3549 NY 2, CROPSEYVILLE, NY 12052 | TRUSTEE | 0 | $0 |
| MATTHEW R WELCH 364 PINEWOODS AVE, TROY, NY 12180 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 19 MURIEL DR, TROY, NY 12180-6964
- In care of
- % ROBERT E WELCH
- Signed the 990-PF
- ROBERT E WELCH, TREASURER
- Phone
- (518) 275-2775
- Return prepared by
- SHALLO GALLUSCIO & BIANCHI CPAS 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 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
- 88-2870347
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $168,193
- Income (IRS master file)
- $4,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,618 | $12,944 | $168,193 | IRS |
| 990-PF | December 2023 | $4,135 | $17,752 | $176,519 | XML |
| 990-PF | December 2022 | – | – | – | 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 88-2870347).
Questions about ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION
- What is the EIN of ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION is 88-2870347.
- Is ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT E AND DONNA L WELCH CHARITABLE 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 ROBERT E AND DONNA L WELCH CHARITABLE 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 ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROBERT E AND DONNA L WELCH CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,618, expenses of $12,944 and total assets of $168,193 at year end.
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