Co Tua Welsh Charitable Trust

DALLAS, TX EIN: 59-6253476

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

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

3states

Cities

EutisGoldenrodMaitlandOceansideOrlandoSt GeorgeWinter ParkWinter Springs

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$62K$124K$186K$247K20202021202220232024
Metric202420232022
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

$0$17K$33K$50K$66K11 grants202010 grants202113 grants202210 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

GOLDEN RETRIEVER RESCUE …$10KSECOND HARVEST FOOD BANK…$10KLAKEMONT ELEMENTARY PTO$7KA MOTHER'S LOVE INC$7KBLUE RIDGE SCHOOL INC$7KCANINE COMPANIONS FOR IN…$7KBACH FESTIVAL SOCIETY$7K

Grant Size Distribution

51 grants across all recorded years

51<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ACO-TRUSTEE$19K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ACO-TRUSTEE1$19,407
DANIEL HUNTER PACO-TRUSTEE20
DANIEL HUNTER IIICO-TRUSTEE20

Related Funders

Similar funders by location and focus area

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

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