Julia De Laveaga Welch Trust
Julia De Laveaga Welch Trust is a private foundation focused on Education, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $125K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $4K.
Julia De Laveaga Welch Trust at a glance
In short: Julia De Laveaga Welch Trust gave $8K across 1 grant in 2025 (avg $8K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,500
- +87.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,500
- +87.5% vs 2024
- Median grant
- $7,500
- Total assets
- $124,502
- -3.9% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Julia De Laveaga Welch Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of San Francisco ($8K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Julia De Laveaga Welch Trust gives
- Giving grew 50% from 2022 to 2025. Method
- In 2025 it paid out 116% of its IRS minimum distribution (the 5% rule). 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 2019 to 2025, annual grant giving ranged from $4K (2024) to $8K (2025). In 2025 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of San Francisco San Francisco, CA | General Operating | $7,500 |
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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 | $124,502 | $6,715 | $11,654 | $7,500 | 1 | $9,057 | $4,183 | $7,814 |
| 2024 | $129,507 | $6,253 | $8,112 | $4,000 | 1 | $5,589 | $3,796 | $7,279 |
| 2023 | $131,205 | $5,863 | $10,332 | $6,500 | 1 | $7,736 | $3,038 | $7,031 |
| 2022 | $135,856 | $1,601 | $8,866 | $5,000 | 1 | $6,159 | $1,399 | $7,837 |
| 2021 | $143,054 | $21,711 | $10,272 | $6,000 | 1 | — | $19,184 | $7,928 |
| 2020 | $131,587 | $18,481 | $9,624 | $6,000 | 1 | — | $15,898 | $6,928 |
| 2019 | $122,810 | $6,875 | $11,501 | $7,500 | 1 | — | $4,599 | $7,240 |
Under IRS private-foundation payout rules, Julia De Laveaga Welch Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Julia De Laveaga Welch Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $2K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $2K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Julia De Laveaga Welch Trust
How much does Julia De Laveaga Welch Trust give each year?
Julia De Laveaga Welch Trust gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.
How large is Julia De Laveaga Welch Trust?
Julia De Laveaga Welch Trust reported $125K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
What is Julia De Laveaga Welch Trust?
Julia De Laveaga Welch Trust is a private foundation focused on Education, based in Saint Louis, MO. It holds $125K in total assets as of 2025.
Where does Julia De Laveaga Welch Trust operate?
Julia De Laveaga Welch Trust has awarded grants in California.
What is Julia De Laveaga Welch Trust's EIN?
Julia De Laveaga Welch Trust's EIN (Employer Identification Number) is 94-6058683. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 2, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Julia De Laveaga Welch Trust funds
Education Open opportunities, soonest deadline first.
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