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Julia Delaveaga Welch Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$6.25k (2024)

Expenses
$8.11k (2024)

Total Assets
$130k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,253
Expenses
$8,112
Net Income
-$1,859
Net Assets
$129,507
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,362
69.8%
Sales of Assets $1,891
30.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,589
68.9%
Compensation of Officers* $2,692
33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $129,507
Total Liabilities $0
Net Assets $129,507
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,692 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,863
Expenses
$10,332
Net Income
-$4,469
Net Assets
$131,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,284
73.1%
Sales of Assets $1,350
23.0%
Other Income $229
3.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,736
74.9%
Compensation of Officers* $2,869
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,205
Total Liabilities $0
Net Assets $131,205
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,869 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,601
Expenses
$8,866
Net Income
-$7,265
Net Assets
$135,856
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,891
> 100%
Sales of Assets -$2,300
Other Income $10
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,159
69.5%
Compensation of Officers* $2,740
30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $135,856
Total Liabilities $0
Net Assets $135,856
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,740 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,711
Expenses
$10,272
Net Income
$11,439
Net Assets
$143,054
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,615
16.7%
Sales of Assets $18,096
83.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,156
69.7%
Compensation of Officers* $2,777
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $143,054
Total Liabilities $0
Net Assets $143,054
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,777 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,481
Expenses
$9,624
Net Income
$8,857
Net Assets
$131,586
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,681
19.9%
Sales of Assets $14,708
79.6%
Other Income $92
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,133
74.1%
Compensation of Officers* $2,716
28.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $131,587
Total Liabilities $1
Net Assets $131,586
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,716 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,875
Expenses
$11,501
Net Income
-$4,626
Net Assets
$122,809
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,607
52.5%
Sales of Assets $3,268
47.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,623
75.0%
Compensation of Officers* $2,788
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $122,810
Total Liabilities $1
Net Assets $122,809
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $2,788 $0

Document Links

Fiscal Year Ending Sept.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,084
Expenses
$10,488
Net Income
-$6,404
Net Assets
$130,252
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,005
98.1%
Sales of Assets $79
1.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,512
81.2%
Compensation of Officers* $2,604
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $130,252
Total Liabilities $0
Net Assets $130,252

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,066
Expenses
$9,252
Net Income
-$3,186
Net Assets
$135,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,806
62.7%
Sales of Assets $2,260
37.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,250
78.4%
Compensation of Officers* $2,633
28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $135,979
Total Liabilities $0
Net Assets $135,979

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,066
Expenses
$9,518
Net Income
$548
Net Assets
$138,873
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,230
42.0%
Sales of Assets $5,836
58.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,795
81.9%
Compensation of Officers* $2,259
23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $138,873
Total Liabilities $0
Net Assets $138,873

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,450
Expenses
$5,872
Net Income
-$2,422
Net Assets
$138,116
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,828
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,602
61.3%
Compensation of Officers* $2,132
36.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $138,116
Total Liabilities $0
Net Assets $138,116

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,886
Expenses
$11,039
Net Income
$23,847
Net Assets
$140,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,358
12.5%
Sales of Assets $30,528
87.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,461
85.7%
Compensation of Officers* $2,000
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $140,642
Total Liabilities $0
Net Assets $140,642

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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