West Charitable Trust Uad 1-10-19

990PF • Fiscal year 2021 • EIN 83-3092521

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 14, 2022

Organization Profile

65 Kenyon StreetHartford, CT 06105

(860) 523-1039

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$9,285,330

Flat from 2021

Net Assets

$9,285,330

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2021

Revenue And Expenses

Revenue

Flat

$63,858

Flat from 2021

Expenses

Flat

$675,129

Flat from 2021

Net Income

Flat

-$611,271

Flat from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$9,285,330

Liabilities$0

Net Assets$9,285,330

Open 2021 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$63,858

Expenses$675,129

Net Income-$611,271

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Mar 14, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
Carolyn S West	Trustee	PT	$0	-	-
Mildred G Unfried fr 102521	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: West Charitable Trust
EIN: 83-3092521
Phone: 8605231039
Address: 65 Kenyon Street, Hartford, CT 06105

Signing Officer

Name: Carolyn S West
Title: Trustee
Signed: 2022-03-14
Discuss with paid preparer: Yes

Preparer

Firm: Adam P Cohen CPA LLC
Address: 81 South Main St Suite 9, West Hartford, CT 06107
Preparer: Adam P Cohen
Phone: 8605216400

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Carolyn S West
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	West Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	WEST
ReturnHeader/Filer/EIN	0	833092521
ReturnHeader/Filer/PhoneNum	0	8605231039
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	65 Kenyon Street
ReturnHeader/Filer/USAddress/CityNm	0	Hartford
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	061609121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Adam P Cohen CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	81 South Main St Suite 9
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	West Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06107
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8605216400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Adam P Cohen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-03-15T07:03:58-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Carolyn S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	West
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $9,285,330
Liabilities: $0
Net assets: $9,285,330
Revenue: $63,858
Expenses: $675,129
Net income: -$611,271

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.94	$0.00	$6.94	$0.85	$1.34	$0.49
2023Summary only. Only limited summary data is available for this year.	$7.43	$0.00		$0.25	$1.34	$1.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.53	$0.00	$8.53	$0.25	$1.00	$0.76
2021Detailed filing. Detailed filing data is available for this year.	$9.29	$0.00	$9.29	$0.06	$0.68	$0.61
2021Summary only. Only limited summary data is available for this year.	$9.29	$0.00		$0.06	$0.68	$0.61
2020Detailed filing. Detailed filing data is available for this year.	$9.90	$0.00	$9.90	$7.36	$0.05	$7.30
2019Summary only. Only limited summary data is available for this year.	$3.01	$0.00		$3.01	$0.00	$3.01