West Charitable Trust Uad 1-10-19

990PF • Fiscal year 2024 • EIN 83-3092521

Jan 01, 2024 to Dec 31, 2024 • Filed on May 15, 2025

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

-57%

Higher net margin than 8% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

-6.6%

Faster asset growth than 13% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

247%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$6,944,983

Down $486,790 (-6.6%) from 2023

Net Assets

$6,944,983

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2023

Revenue And Expenses

Liabilities / Revenue24th percentile Net Margin8th percentile

Revenue

$853,109

Up $607,119 (+247%) from 2023

Expenses

Down

$1,339,899

Down $2,124 (-0.2%) from 2023

Net Income

-$486,790

Up $609,243 (+56%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

Highlighted filing

2024

Assets$6,944,983

Liabilities$0

Net Assets$6,944,983

Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2024

Revenue$853,109

Expenses$1,339,899

Net Income-$486,790

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 15, 2025
Return Version: 2024v5.1

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: 2025-05-15
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 Appendix306 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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AccountingFeesSchedule/AccountingFeesDetail/Amt	0	2250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	Accounting and tax preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1125
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	113566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	571780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	206882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	2365389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	1861392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	115902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	1719778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	506278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	4145976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	2132416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Vanguard Emerging Markets Index ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	Invesco QQQ Trust
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	Vanguard World - Information ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	Vanguard 500 Index ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	Fidelity Balanced Fund FBALX
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	106196
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	402085
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	1333334
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	265000
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	300
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	3860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	186024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	1335069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	1585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	1339899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	588109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	853109
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1735
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	6565
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt	0	155
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2010-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	468789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	547365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	78239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	31211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	292635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	78239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	31211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	292635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	78239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	500000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Long-term capital gain distrib
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	1877.682 sh Vanguard 500 Index Fund
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	8153
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	16402
IRS990PF/FMVAssetsEOYAmt	0	10446324
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	7431773
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	6944983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	5964524
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	8620350
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	9612732
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	1526392
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	8086340
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	144191
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	473427
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	9468541
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	9612732
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Carolyn S West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Mildred G Unfried
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	65 Kenyon Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	65 Kenyon Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Hartford
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Hartford
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CT
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	1335069
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Hartford
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Carolyn S West Trustee
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8605231039
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	0	333333
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	Cancer research
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm	0	Hartford Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 5037
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	0	Hartford
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	0	06102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	666667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	333334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	333333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Cancer research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	CollgeFdn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Conn Childrens Medical Centr Founda
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Univ of Calif San Francisco Foundat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Hartford Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	282 Washington Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	222 Montgomery Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO Box 5037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Hartford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Hartford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	06106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	94104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	06102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	333333
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1333334
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	465274
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	465274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	867439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	239786
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1977020
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	869795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	867439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	239786
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1335069
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	869795
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1977020
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1107225
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	William M West 2017 Trust 92217
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	65 Kenyon Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Hartford
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	061052506
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	265000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Computer expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	300
TaxesSchedule/TaxesDetail/Amt	0	3400
TaxesSchedule/TaxesDetail/Amt	1	460
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign taxes withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	460
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Carolyn S West
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-15
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	2025-05-15T09:47:03-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,944,983
Liabilities: $0
Net assets: $6,944,983
Revenue: $853,109
Expenses: $1,339,899
Net income: -$486,790

	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
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