West Charitable Trust

HARTFORD, CT EIN: 83-3092521

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$333K$667K$1M$1M1 grants20202 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Conn Childrens Medical C…$667KUniv of Calif San Franci…$333KHartford Hospital Founda…$333K

Grant Size Distribution

12 grants across all recorded years

<$50K1$50–100K$100–250K9$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does West Charitable Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Carolyn S WestTrustee5
Mildred G UnfriedTrustee1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

HartfordSan Francisco

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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