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 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 7 grants totaling $55K. Net investment income was $27K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+1.1% YoY
Annual Giving
$55K
-5.2% YoY
Grant Count
7
-30.0% YoY
Avg Grant Size
$8K
+35.5% YoY
Under IRS private-foundation payout rules, Co Tua Welsh Charitable Trust reported a distributable amount of $69K for 2024 — the minimum it must pay out in qualifying distributions.
About Co Tua Welsh Charitable Trust
Based on IRS filings
Co Tua Welsh Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 7 grants totaling $55K. Net investment income was $27K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,233,553 | $1,220,362 | $1,282,210 |
| Revenue | $41,577 | $-15,233 | $224,944 |
| Expenses | $77,304 | $84,007 | $90,155 |
| Qualifying Distributions | $63,263 | $65,706 | $74,512 |
| Net Investment Income | $27,066 | $15,083 | $209,098 |
| Distributable Amount | $68,901 | $63,106 | $65,933 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Golden Retriever Rescue of Mid-florida ($10,000), Second Harvest Food Bank of Central Fl ($10,000), Lakemont Elementary Pto ($7,000).
| Recipient | Purpose | Amount |
|---|---|---|
| GOLDEN RETRIEVER RESCUE OF MID-FLORIDA GOLDENROD, FL | UNRESTRICTED GENERAL | $10,000 |
| SECOND HARVEST FOOD BANK OF CENTRAL FL ORLANDO, FL | UNRESTRICTED GENERAL | $10,000 |
| LAKEMONT ELEMENTARY PTO WINTER PARK, FL | UNRESTRICTED GENERAL | $7,000 |
| A MOTHER'S LOVE INC WINTER SPRINGS, FL | UNRESTRICTED GENERAL | $7,000 |
| BLUE RIDGE SCHOOL INC ST GEORGE, VA | EDUCATION | $7,000 |
| CANINE COMPANIONS FOR INDEPENDENCE OCEANSIDE, CA | UNRESTRICTED GENERAL | $7,000 |
| BACH FESTIVAL SOCIETY WINTER PARK, FL | UNRESTRICTED GENERAL | $7,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | 1 | $19,407 |
| DANIEL HUNTER PA | CO-TRUSTEE | 20 | — |
| DANIEL HUNTER III | CO-TRUSTEE | 20 | — |
Frequently Asked Questions
How large is Co Tua Welsh Charitable Trust?
As of 2024, Co Tua Welsh Charitable Trust holds $1.2M in total assets with $42K in annual revenue. It awarded 7 grants totaling $55K in 2024.
Where does Co Tua Welsh Charitable Trust operate?
Co Tua Welsh Charitable Trust has awarded grants in California, Florida, Virginia.
What size grants does Co Tua Welsh Charitable Trust award?
In 2024, Co Tua Welsh Charitable Trust awarded 7 grants totaling $55K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Co Tua Welsh Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Co Tua Welsh Charitable Trust reported a distributable amount of $69K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Co Tua Welsh Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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