West Charitable Trust Uad 1-10-19

990PF • Fiscal year 2023 • EIN 83-3092521

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile

65 Kenyon StreetHartford, CT 06105

(860) 523-1039

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

-446%

Higher net margin than 2% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

-13%

Faster asset growth than 7% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

0.2%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets24th percentile

Assets

Flat

$7,431,773

Flat from 2023

Net Assets

$7,431,773

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2023

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin2nd percentile

Revenue

Flat

$245,990

Flat from 2023

Expenses

Flat

$1,342,023

Flat from 2023

Net Income

Flat

-$1,096,033

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

Highlighted filing

2023

Assets$7,431,773

Liabilities$0

Net Assets$7,431,773

Open 2023 Filing

Operations Trend

Revenue Growth40th percentile

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

Highlighted filing

2023

Revenue$245,990

Expenses$1,342,023

Net Income-$1,096,033

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 13, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Carolyn S West	Trustee	PT	$0	-	-
Mildred G Unfried	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: 2024-05-13
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

Raw XML Appendix277 raw XML fields

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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	2213890
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	394080
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	Invesco QQQ Trust
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	Vanguard 500 Index ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	Fidelity Balanced Fund FBALX
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1244
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	8690
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Hartford
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	467138
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	467138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	239786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1107225
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	867439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	239786
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1334577
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	867439
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1107225
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	239786
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	5932
TaxesSchedule/TaxesDetail/Amt	1	344
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign taxes withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	344
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Carolyn S West
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-13
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/IRSResponsiblePrtyInfoCurrInd	0	true
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	2024-05-13T16:29:41-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Carolyn S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	West
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,431,773
Liabilities: $0
Net assets: $7,431,773
Revenue: $245,990
Expenses: $1,342,023
Net income: -$1,096,033

	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
2023Detailed filing. Detailed filing data is available for this year.	$7.43	$0.00	$7.43	$0.25	$1.34	$1.10
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
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