West Charitable Trust
West Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Hartford, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.9M in total assets. In 2024, it awarded 3 grants totaling $1.3M. Net investment income was $587K.
Key facts about West Charitable Trust
- EIN
- 83-3092521
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,333,334
- Grants made (2024)
- 3
- Average grant
- $444,445
- Median grant
- $333,334
- Total assets
- $6,944,983
- Primary geography
- Connecticut (75% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who West Charitable Trust funds
By grant dollars, the top recipient states for West Charitable Trust's 3 itemized 2024 grants were Connecticut (75%) and California (25%). The most frequent recipient cities were Hartford, CT (2 grants). None of its 3 grants with a stated purpose were described as general or operating support. Recurring purposes include "Cancer research" (3 grants).
How West Charitable Trust gives
- Giving grew 100% from 2021 to 2024. Method
- In 2024 it paid out 287% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with West Charitable Trust
- How to evaluate West Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.9M
-6.6% YoY
Annual Giving
$1.3M
+0.0% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$444K
+0.0% YoY
Under IRS private-foundation payout rules, West Charitable Trust reported a distributable amount of $465K for 2024 — the minimum it must pay out in qualifying distributions.
About West Charitable Trust
Based on IRS filings
West Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Hartford, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.9M in total assets. In 2024, it awarded 3 grants totaling $1.3M. Net investment income was $587K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,944,983 | $7,431,773 | $8,527,806 |
| Revenue | $853,109 | $245,990 | $245,487 |
| Expenses | $1,339,899 | $1,342,023 | $1,003,011 |
| Qualifying Distributions | $1,335,069 | $1,334,577 | $1,001,350 |
| Net Investment Income | $586,524 | $244,476 | $244,587 |
| Distributable Amount | $465,274 | $467,138 | $497,210 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Conn Childrens Medical Centr Founda ($666,667), Univ of Calif San Francisco Foundat ($333,334), Hartford Hospital Foundation ($333,333).
| Recipient | Purpose | Amount |
|---|---|---|
| Conn Childrens Medical Centr Founda Hartford, CT | Cancer research | $666,667 |
| Univ of Calif San Francisco Foundat San Francisco, CA | Cancer Research | $333,334 |
| Hartford Hospital Foundation Hartford, CT | Cancer Research | $333,333 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Carolyn S West | Trustee | 5 | — |
| Mildred G Unfried | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is West Charitable Trust?
West Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Hartford, CT. It holds $6.9M in total assets as of 2024.
How large is West Charitable Trust?
As of 2024, West Charitable Trust holds $6.9M in total assets with $853K in annual revenue. It awarded 3 grants totaling $1.3M in 2024.
Where does West Charitable Trust operate?
West Charitable Trust has awarded grants in California, Connecticut.
What size grants does West Charitable Trust award?
In 2024, West Charitable Trust awarded 3 grants totaling $1.3M — an average of about $444K per grant, based on its IRS Form 990 filings.
How much is West Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, West Charitable Trust reported a distributable amount of $465K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.