Carrie Welch Trust

KENMORE, WA EIN: 91-6030361

Carrie Welch Trust is a private foundation, based in KENMORE, WA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 6 grants totaling $60K. Net investment income was $220K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+19.8% YoY

Annual Giving

$60K

-29.0% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$10K

-29.0% YoY

Under IRS private-foundation payout rules, Carrie Welch Trust reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.

About Carrie Welch Trust

Based on IRS filings

Carrie Welch Trust is a private foundation, based in KENMORE, WA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 6 grants totaling $60K. Net investment income was $220K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

IssaquahWalla Walla

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$113K$226K$338K$451K2021202220232024
Metric202420232022
Total Assets$1,880,315$1,569,460$1,618,286
Revenue$305,406$124,423$261,439
Expenses$321,192$272,016$189,511
Qualifying Distributions$82,802$93,268$80,243
Net Investment Income$219,516$22,524$153,707
Distributable Amount$134,656$134,713$135,400

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$42K$63K$85K3 grants20213 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

WALLA WALLA COMMUNITY CO…$25KYMCA OF WALLA WALLA$10KWHITMAN COLLEGE$10KWALLA WALLA YWCA$8KCARNEGIE PICTURE LAB$5KWALLA WALLA SYMPHONY$2K

Grant Size Distribution

18 grants across all recorded years

15<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Walla Walla Community College Foundation ($25,000), Ymca of Walla Walla ($10,000), Whitman College ($10,000).

RecipientPurposeAmount
YMCA OF WALLA WALLA WALLA WALLA, WACHARITABLE SUPPORT$10,000
WHITMAN COLLEGE WALLA WALLA, WAEDUCATION SUPPORT$10,000
WALLA WALLA COMMUNITY COLLEGE FOUNDATION WALLA WALLA, WAEDUCATION SUPPORT$25,000
WALLA WALLA YWCA WALLA WALLA, WACHARITABLE SUPPORT$8,000
CARNEGIE PICTURE LAB WALLA WALLA, WAEDUCATION SUPPORT$5,000
WALLA WALLA SYMPHONY WALLA WALLA, WAEDUCATION SUPPORT$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

GEORGE GOSETRUSTEE$18K

From 2024 filing

NameTitleHoursCompensation
GEORGE GOSETRUSTEE10$18,000

Frequently Asked Questions

How large is Carrie Welch Trust?

As of 2024, Carrie Welch Trust holds $1.9M in total assets with $305K in annual revenue. It awarded 6 grants totaling $60K in 2024.

Where does Carrie Welch Trust operate?

Carrie Welch Trust has awarded grants in Washington.

What size grants does Carrie Welch Trust award?

In 2024, Carrie Welch Trust awarded 6 grants totaling $60K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Carrie Welch Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carrie Welch Trust reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carrie Welch Trust's EIN?

Carrie Welch Trust's EIN (Employer Identification Number) is 91-6030361. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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