Co Tua Welsh Charitable Trust
Co Tua Welsh Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 8 grants totaling $61K. Net investment income was $123K.
Co Tua Welsh Charitable Trust at a glance
In short: Co Tua Welsh Charitable Trust gave $61K across 8 grants in 2025 (avg $8K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $61,000
- +10.9% vs 2024
- Grants made (2025)
- 8
- +14.3% vs 2024
- Average grant
- $7,625
- -3.0% vs 2024
- Median grant
- $7,000
- Total assets
- $1,277,043
- +3.5% vs 2024
- Primary geography
- Florida (77% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Co Tua Welsh Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Second Harvest Food Bank of Central FL ($10K). Together the top 8 received $61K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Co Tua Welsh Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $52K (2020) to $66K (2022). In 2025 it made 8 grants totaling $61K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Second Harvest Food Bank of Central FL Orlando, FL | Unrestricted General | $10,000 |
| Seniors First Inc Orlando, FL | Unrestricted General | $9,000 |
| A Mother's Love Inc Winter Springs, FL | Unrestricted General | $7,000 |
| Lakemont Elementary PTO Winter Park, FL | Unrestricted General | $7,000 |
| Blue Ridge School Inc St George, VA | Unrestricted General | $7,000 |
| Golden Retriever Rescue of Mid-Florida Goldenrod, FL | Unrestricted General | $7,000 |
| Canine Companions for Independence Oceanside, CA | Unrestricted General | $7,000 |
| Bach Festival Society Winter Park, FL | Unrestricted General | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,277,043 | $139,487 | $85,699 | $61,000 | 8 | $69,884 | $122,992 | $72,626 |
| 2024 | $1,233,553 | $41,577 | $77,304 | $55,000 | 7 | $63,263 | $27,066 | $68,901 |
| 2023 | $1,220,362 | $-15,233 | $84,007 | $58,000 | 10 | $65,706 | $15,083 | $63,106 |
| 2022 | $1,282,210 | $224,944 | $90,155 | $66,047 | 13 | $74,512 | $209,098 | $65,933 |
| 2021 | $1,362,160 | $73,966 | $78,837 | $54,438 | 10 | — | $59,202 | $74,961 |
| 2020 | $1,206,945 | $74,084 | $72,178 | $52,434 | 11 | — | $64,920 | $61,996 |
Under IRS private-foundation payout rules, Co Tua Welsh Charitable Trust reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Co Tua Welsh Charitable Trust's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2020
1 hr/week
$18K (2020) → $21K (2025)
Daniel Hunter III
Co-Trustee
On filings since 2020
20 hrs/week
No compensation reported
Daniel Hunter Pa
Co-Trustee
On filings since 2020
20 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Bank of America N a (Co-Trustee).
Frequently asked questions about Co Tua Welsh Charitable Trust
How much does Co Tua Welsh Charitable Trust give each year?
Co Tua Welsh Charitable Trust gave $61K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 7 grants.
What is Co Tua Welsh Charitable Trust's typical grant size?
Co Tua Welsh Charitable Trust's median grant in 2025 was $7,000, and its average grant was $7,625, across 8 grants on its 2025 IRS Form 990-PF.
Where does Co Tua Welsh Charitable Trust give grants?
Co Tua Welsh Charitable Trust gives mostly in Florida: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (11%) and California (11%). The most frequent recipient cities were Orlando, FL (2 grants) and Winter Park, FL (2 grants).
Does Co Tua Welsh Charitable Trust give general operating support?
Yes: 100% of Co Tua Welsh Charitable Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Co Tua Welsh Charitable Trust's largest grantees?
Co Tua Welsh Charitable Trust's largest 2025 grantees include Second Harvest Food Bank of Central FL ($10,000), Seniors First Inc ($9,000) and A Mother's Love Inc ($7,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is Co Tua Welsh Charitable Trust?
Co Tua Welsh Charitable Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $73K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Co Tua Welsh Charitable Trust's EIN?
Co Tua Welsh Charitable Trust's EIN (Employer Identification Number) is 59-6253476. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 31, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 31, 2026)
- IRS filings on file for fiscal years 2020–2025
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