West Charitable Trust
West Charitable Trust is a private foundation, based in Hartford, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 3 grants totaling $1000K. Net investment income was $320K.
West Charitable Trust at a glance
In short: West Charitable Trust gave $1000K across 3 grants in 2025 (avg $333K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $999,999
- -25.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $333,333
- -25.0% vs 2024
- Median grant
- $333,333
- Total assets
- $6,247,126
- -10.0% vs 2024
- Primary geography
- Connecticut (67% 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 West Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Conn Childrens Medical Centr Founda ($333K). Together the top 3 received $1000K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was in the $250–500K range: 12 grants of 14 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How West Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 201% 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 2020 to 2025, annual grant giving ranged from $50K (2020) to $1.3M (2024). In 2025 it made 3 grants totaling $1000K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Conn Childrens Medical Centr Founda Hartford, CT | Cancer research | $333,333 |
| Univ of Calif San Francisco Foundat San Francisco, CA | Cancer Research | $333,333 |
| Hartford Hospital Foundation Hartford, CT | Cancer Research | $333,333 |
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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 | $6,247,126 | $321,490 | $1,019,347 | $999,999 | 3 | $1,001,199 | $319,867 | $498,870 |
| 2024 | $6,944,983 | $853,109 | $1,339,899 | $1,333,334 | 3 | $1,335,069 | $586,524 | $465,274 |
| 2023 | $7,431,773 | $245,990 | $1,342,023 | $1,333,333 | 3 | $1,334,577 | $244,476 | $467,138 |
| 2022 | $8,527,806 | $245,487 | $1,003,011 | $1,000,000 | 3 | $1,001,350 | $244,587 | $497,210 |
| 2021 | $9,285,330 | $63,858 | $675,129 | $666,668 | 2 | $671,789 | $61,970 | $556,574 |
| 2020 | $9,896,601 | $7,357,823 | $53,627 | $50,000 | 1 | — | $61,297 | $397,607 |
Under IRS private-foundation payout rules, West Charitable Trust reported a distributable amount of $499K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
West Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Carolyn S West
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Gretchen Unfried-English
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Mildred G Unfried -Dec'd
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Mildred G Unfried (2022–2024) — Trustee
- Former: Mildred G Unfried fr (2021) — Trustee
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.
Frequently asked questions about West Charitable Trust
How much does West Charitable Trust give each year?
West Charitable Trust gave $1000K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.3M across 3 grants.
What is West Charitable Trust's typical grant size?
West Charitable Trust's median grant in 2025 was $333,333, and its average grant was $333,333, across 3 grants on its 2025 IRS Form 990-PF.
Where does West Charitable Trust give grants?
West Charitable Trust gives mostly in Connecticut: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (33%). The most frequent recipient cities were Hartford, CT (2 grants).
Does West Charitable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on West Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Cancer research" (3 grants).
How large is West Charitable Trust?
West Charitable Trust reported $6.2M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $499K (roughly 5% of its investment assets).
What is West Charitable Trust's EIN?
West Charitable Trust's EIN (Employer Identification Number) is 83-3092521. 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work West Charitable Trust funds
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