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Nonprofit · EIN 91-6030361

CARRIE WELCH TRUST

Tax-exempt · KENMORE, WA 98028

Financials

$124K$272K2022$305K$321K2023$320K$398K2024
Revenue Expenses · by fiscal year end
Financials of CARRIE WELCH TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$319,697$398,158-$78,461$1,765,425$0$1,765,425
October 31, 2024990-PF$305,406$321,192-$15,786$1,880,315$150,000$1,730,315
October 31, 2023990-PF$124,423$272,016-$147,593$1,569,460$0$1,569,460
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$27,624
Net rental income
$143,948
Net gain from sales of assets
$101,196
Other income
$46,929

Expenses

Grants and similar amounts paid
$264,000
Compensation of officers, directors and key employees
$18,000
Disbursements for charitable purposes
$454,188
Excise tax on investment income
$3,198

Balance sheet and other

Total assets, start of year
$1,880,315
Total assets, end of year
$1,765,425
Total liabilities, end of year
$0
Net assets, end of year
$1,765,425
Fair market value of assets
$3,946,811
Qualifying distributions
$454,188
Net investment income
$319,697

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
GEORGE GOSE
5130 NE 180TH ST, LAKE FOREST PART, WA 98155
TRUSTEE10$18,000
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
GEORGE GOSE
5130 NE 180TH ST, LAKE FOREST PART, WA 98155
TRUSTEE10$18,000
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
GEORGE GOSE
5130 NE 180TH ST, LAKE FOREST PART, WA 98155
TRUSTEE10$18,000

Address and contacts

Address (IRS master file)
PO BOX 82593, KENMORE, WA 98028-0593
In care of
% GEORGE GOSE
Signed the 990-PF
GEORGE GOSE, TRUSTEE
Phone
(425) 478-6300
Return prepared by
CLIFTONLARSONALLEN LLP

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
91-6030361
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
1947
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,765,425
Income (IRS master file)
$363,978

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$319,697$398,158$1,765,425XML
990-PFOctober 2024$305,406$321,192$1,880,315XML
990-PFOctober 2023$124,423$272,016$1,569,460XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––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 91-6030361).

Questions about CARRIE WELCH TRUST

What is the EIN of CARRIE WELCH TRUST?
The employer identification number (EIN) of CARRIE WELCH TRUST is 91-6030361.
Is CARRIE WELCH TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
Are donations to CARRIE WELCH TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARRIE WELCH TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CARRIE WELCH 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 CARRIE WELCH 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 CARRIE WELCH TRUST?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,000 (GEORGE GOSE, TRUSTEE).
How much revenue does CARRIE WELCH TRUST have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $319,697, expenses of $398,158 and total assets of $1,765,425 at year end.

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