TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
THE WEST FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)111 MONUMENT CIR STE 220 NO 220
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN462045174

A Employer identification number

23-7416727

B Telephone number (see instructions)

(317) 972-0204

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$5,128,642J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	1,923		1,923
4	Dividends and interest from securities...	48,373		48,373
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		244,103
b	Gross sales price for all assets on line 6a 1,636,094
7	Capital gain net income (from Part IV, line 2)...			244,103
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	294,399		294,399
13	Compensation of officers, directors, trustees, etc.	94,247		0	0
14	Other employee salaries and wages......	95,997		0	0
15	Pension plans, employee benefits.......	30,722		0	0
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		2,305	1,152	1,153
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		20,232	83	0
19	Depreciation (attach schedule) and depletion...		493	0
20	Occupancy..............	41,089		0	41,089
21	Travel, conferences, and meetings.......
22	Printing and publications..........	155		0	155
23	Other expenses (attach schedule).......		109,162	55,114	54,048
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	394,402		56,349	96,445
25	Contributions, gifts, grants paid.......	122,000			122,000
26	Total expenses and disbursements. Add lines 24 and 25	516,402		56,349	218,445
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-222,003
b	Net investment income (if negative, enter -0-)			238,050
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	310,493	207,548	207,548
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....	38,882	75,782	75,782
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,014,172	2,807,860	4,845,312
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 79,659
		Less: accumulated depreciation (attach schedule) 78,921	1,231	738	0
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,364,778	3,091,928	5,128,642
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	400,000	400,000
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	3,470,985	3,470,985
	28	Retained earnings, accumulated income, endowment, or other funds	-506,207	-779,057
	29	Total net assets or fund balances (see instructions).....	3,364,778	3,091,928
	30	Total liabilities and net assets/fund balances (see instructions).	3,364,778	3,091,928

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

3,364,778

Enter amount from Part I, line 27a .....................

-222,003

Other increases not included in line 2 (itemize) bullet

814

Add lines 1, 2, and 3 ..........................

3,143,589

Decreases not included in line 2 (itemize) bullet

51,661

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,091,928

Form 990-PF (2020)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	WELLS FARGO - 1934	P	2020-04-29	2020-12-31
b	WELLS FARGO - 1934	P	2019-09-12	2020-12-31
c	WELLS FARGO - 5584	P	2020-03-27	2020-12-31
d	WELLS FARGO - 5584	P	2020-09-09	2020-12-31
e	WELLS FARGO - 6343	P	2020-02-06	2020-12-31
	WELLS FARGO - 6343	P	2019-12-12	2020-12-31
	WELLS FARGO - 1702	P	2019-07-24	2020-12-31
	WELLS FARGO - 6873	P	2020-04-08	2020-12-31
	WELLS FARGO - 6873	P	2019-12-11	2020-12-31
	RAYMOND JAMES - 5235	P	1994-05-01	2020-09-24

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	148,059	150,148	-2,089
b	180,171	113,192	66,980
c	28,601	27,256	1,345
d	339,438	208,193	131,244
e	478,051	519,728	-41,676
	259,237	212,320	46,917
	59,230	61,025	-1,795
	6,382	5,586	796
	136,885	94,544	42,341
	40		40

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-2,089
b			66,980
c			1,345
d			131,244
e			-41,676
			46,917
			-1,795
			796
			42,341
			40

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	244,103
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	3,309
c	All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	3,309
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,309
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	7,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	7,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,691
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax3,320	Refunded	11	371

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

DANI ROTH Telephone no. bullet

(317) 972-0204

Located at bullet

111 MONUMENT CIRCLE STE 220INDIANAPOLISIN ZIP+4 bullet

46204

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
EMILY WEST	EXECUTIVE DIRECTOR 40.00	94,247
332 N EAST STREET INDIANAPOLIS,IN46202	EXECUTIVE DIRECTOR 40.00	94,247
REBEKAH JONES	DIRECTOR 0.00	0
4313 E 108TH ST KANSAS CITY,MO64137	DIRECTOR 0.00	0
SUZANNA BLOOM	DIRECTOR 0.00	0
367 LAKE VIEW ROAD HAYDEN,CO81639	DIRECTOR 0.00	0
DANIELE ROTH-LARRISON	OFFICE MANAGER 40.00	50,563
266 S AUDUBON RD INDIANAPOLIS,IN46219	OFFICE MANAGER 40.00	50,563
JORDAN DAVIS	DIRECTOR 0.00	0
104 EAST KIRKWOOD AVE APT 102 BLOOMINGTON,IN48408	DIRECTOR 0.00	0
DEBRA DES VIGNES	PROGRAM AND COMMUNICATIONS OFFICER 40.00	41,269
1701 N DELAWARE ST 4 INDIANAPOLIS,IN46202	PROGRAM AND COMMUNICATIONS OFFICER 40.00	41,269

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
EMILY WEST	EXECUTIVE DIRECTOR 40.00	0	0	0
332 N EAST ST INDIANAPOLIS,IN46202	EXECUTIVE DIRECTOR 40.00	0	0	0








Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	SEE PART XV FOR LIST OF CONTRIBUTIONS	122,000
2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,308,963

Average of monthly cash balances.......................

166,623

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,475,586

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,475,586

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

67,134

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

4,408,452

Minimum investment return. Enter 5% of line 5..................

220,423

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

220,423

Tax on investment income for 2020 from Part VI, line 5......

3,309

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,309

Distributable amount before adjustments. Subtract line 2c from line 1............

217,114

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

217,114

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

217,114

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

218,445

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

218,445

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

218,445

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					217,114
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	616,165
b From 2016......	460,577
c From 2017......	459,386
d From 2018......	350,650
e From 2019......	232,257
fTotal of lines 3a through e........		2,119,035
4Qualifying distributions for 2020 from Part
XII, line 4: $ 218,445
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					217,114
e Remaining amount distributed out of corpus		1,331
5 Excess distributions carryover applied to 2020.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		2,120,366
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		616,165
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		1,504,201
10 Analysis of line 9:
a Excess from 2016....	460,577
b Excess from 2017....	459,386
c Excess from 2018....	350,650
d Excess from 2019....	232,257
e Excess from 2020....	1,331

Form 990-PF (2020)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

EMILY WEST
332 N EAST STREET
INDIANAPOLIS,IN46202
(317) 972-0204

bThe form in which applications should be submitted and information and materials they should include:

NO SPECIAL FORMAT IS REQUIRED

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NO RESTRICTIONS. TO SUPPORT THE SUSTAINABLE EFFORTS OF INTERNATIONAL DEVELOPMENT ORGANIZATIONS IN ELIMINATING ALL TYPES OF POVERTY BY FOSTERING COMMUNITY DEVELOPMENT, PARTICULARLY AT THE GRASSROOTS LEVEL.

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
COMPANION COMMUNITY DEVELOPMENT ALTERNATIVES 5055 W 15TH STREET INDIANAPOLIS,IN46224		PUBLIC CHARITY	UNRESTRICTED SOLAR POWER AND CLEAN WATER PROJECTS IN SALVADORAN AND NICARAGUAN VILLAGES	7,000
STRATEGIES FOR INTERNATIONAL DEVELOPMENT (SID) 330 PENNSYLVANIA AVENUE SE SUITE 304 WASHINGTON,DC20003		PUBLIC CHARITY	REGIONAL TRAINING STRATEGY POVERTY GRADUATION FOR FARMERS GUATEMALA	10,000
TRICKLE UP 104 WEST 27TH ST 12TH FLOOR NEW YORK,NY10001		PUBLIC CHARITY	ADAPTIVE SOCIAL PROTECTION FIVE WEST AFRICAN COUNTRIES POVERTY GRADUATION PROGRAM	13,000
ROTARY INTERNATIONAL PO BOX 141 NOBLESVILLE,IN46061		PUBLIC CHARITY	QDRAT SCHOOL AND FEMALE LITERACY AND VOCATIONAL TRAINING IN NORTHERN AFGHANISTAN	12,500
TRICKLE UP 104 WEST 27TH ST 12TH FLOOR NEW YORK,NY10001		PUBLIC CHARITY	ADAPTIVE SOCIAL PROTECTION FIVE WEST AFRICAN COUNTRIES POVERTY GRADUATION PROGRAM	7,000
COOPERATIVE FOR EDUCATION 2300 MONTANA AVENUE SUITE 301 CINCINNATI,OH45211		PUBLIC CHARITY	UNRESTRICTED OPERATING TEXTBOOK, COMPUTER, READING, AND YOUTH DEVELOPMENT PROGRAMS	10,000
SHARED INTEREST 121 WEST 27TH STREET SUITE 805 NEW YORK,NY10001		PUBLIC CHARITY	PLAN 2020, A FIVEYEAR STRATEGIC PLAN	10,000
SMILES FOREVER PO BOX 217 RENTON,WA98057		PUBLIC CHARITY	DENTAL HYGIENE IN VILLA TUNARI, BOLIVIA MOBILE CLINIC AND S.D.F. TREATMENT PROJECT	10,000
MOTHERS 2 MOTHERS 7441 WEST SUNSET BOULEVARD SUITE 205 LOS ANGELES,CA90046		PUBLIC CHARITY	UNRESTRICTED EMPOWER WOMEN TO ELIMINATE PEDIATRIC AIDS	7,500
PLANT WITH PURPOSE 4747 MORENA BOULEVARD SUITE 100 SAN DIEGO,CA92117		PUBLIC CHARITY	AGRICULTURAL TRAINING PROGRAM AND COMPANION SUMMIT	10,000
TECHNOSERVE 1777 NORTH KENT STREET SUITE 1100 ARLINGTON,VA22209		PUBLIC CHARITY	SMALLHOLDER WOMEN COCOA FARMERS IN PERU	15,000
UBUNTU PATHWAYS 32 BROADWAY STE 414 NEW YORK,NY10004		PUBLIC CHARITY	PATHWAYS PROGRAM, SOUTH AFRICA	10,000
Total ................................. 3a				122,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	1,923
4 Dividends and interest from securities....			14	48,373
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	244,103
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		294,399	0

13Total. Add line 12, columns (b), (d), and (e)..................

294,399

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
1	NOT APPLICABLE

Form 990-PF (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
SOMERSET, TAX PREPARATION	2,305	1,152		1,153

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2020 DepreciationSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
FURNITURE - LOBBY	1996-06-11	6,220	6,220	200DB	7.000000000000	0
FURNITURE - CONFERENCE	1996-04-15	8,908	8,908	200DB	7.000000000000	0
FURNITURE - WORK A	1996-03-20	1,944	1,944	200DB	7.000000000000	0
FURNITURE - PMW OFFICE	1996-05-25	3,637	3,637	200DB	7.000000000000	0
FURNITURE - SRW OFFICE	1996-06-10	11,716	11,716	200DB	7.000000000000	0
FURNITURE - EAW OFFICE	1996-04-30	11,045	11,045	200DB	7.000000000000	0
TELEPHONES	1996-03-01	2,100	2,100	200DB	5.000000000000	0
FURNITURE - OTHER	1996-09-15	2,002	2,002	200DB	7.000000000000	0
NCES	1996-10-10	1,245	1,245	200DB	5.000000000000	0
TABLETOPS	1997-05-09	859	859	200DB	7.000000000000	0
ARMOIRE	1997-05-22	1,574	1,574	200DB	7.000000000000	0
BUSINESS MACHINES	1997-06-03	6,705	6,705	200DB	5.000000000000	0
COMPUTER AND INSTALLATION	2005-01-01	13,153	13,153	SL	5.000000000000	0
REFRIGERATOR	2017-07-01	612	218	200DB	5.000000000000	35
STANDING DESK	2017-07-01	395	140	200DB	5.000000000000	23
4 COMPUTERS	2017-07-01	6,662	2,372	200DB	5.000000000000	384
PRINTER	2017-07-01	882	314	200DB	5.000000000000	51

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALBEMARLE CORP	56,311	56,648
ALPHABET INC	41,287	49,053
AMEDISYS INC	50,770	92,106
ARTHUR J GALLAGHER & CO	44,464	74,721
CADENCE DESIGN SYSTEMS INC	42,280	90,590
CARRIER GLOBAL CORP	56,226	55,298
CATALENT INC	47,055	92,518
DAVITA INC	41,172	59,757
DECKERS OURDOOR CORP	49,539	117,293
KEYSIGHT TECHS INC	49,951	75,820
KLA CORP	45,822	74,566
LAUDER ESTEE COS INC	44,101	65,749
MSCI INC	21,321	82,162
NEXTERA ENERGY INC	45,014	58,325
OLD DOMINION FREIGHT LINE INC	55,250	52,894
RELIANCE STEEL & ALUMINUM CO	48,123	47,900
RH	58,625	59,968
STERIS PLC	35,806	45,111
TARGET CORP	48,572	78,732
TREX COMPANY INC	56,541	65,804
ZEBRA TECHNOLOGIES	48,380	88,396
ACCENTURE PLC IRELAND SHARES CLASS A	7,735	16,195
ADOBE SYSTEMS INC	21,163	25,506
AIR PRODUCTS & CHEMICALS INC	17,582	17,759
ALPHABET INC NON VOTING CAP STK CL C	41,744	77,083
AMERICAN TOWER CORP	38,794	56,564
AMPHENOL CORP NEW CL A	31,633	44,723
AON PLC CLASS A	14,676	20,071
CHECK POINT SOFTWARE TECH LTD	5,610	6,646
COSTCO WHSL CORP	14,956	18,839
CROWN CASTLE INTERNATIONAL CORP	13,938	20,376
DANAHER CORP	27,635	73,306
DOLLAR GENERAL CORP	23,135	65,614
ECOLAB INC	37,227	61,230
ELECTRONIC ARTS INC	7,998	14,647
FIDELITY NATIONAL INFORMATION SVCS	26,580	31,970
FISERV INC	32,716	50,326
GARTNER INC	23,284	31,718
IDEX CORP	14,360	30,278
IHS MARKIT LTD	26,683	42,669
INTERCONTINENTAL EXCHANGE	35,063	59,144
INTUIT INC	17,764	49,001
INTUITIVE SURGICAL INC	8,004	9,817
LABORATORY CORP OF AMER HLDGS	18,520	25,444
LAUDER ESTEE COS INC CL A	10,209	31,677
LINDE PLC	26,871	43,216
LOWES COMPANIES INC	12,883	27,608
MARSH AND MC LENNAN COMPANIES INC	20,241	32,292
MASTERCARD INC CL A	15,766	58,895
MICROSOFT CORP	20,797	72,509
MONDELEZ INTL INC	12,657	17,541
MOODY'S CORP	8,517	8,707
NIKE INC CLASS B	11,326	26,879
O'REILLY AUTOMOTIVE INC	17,242	22,629
PEPSICO INCORPORATED	11,640	17,055
S&P GLOBAL INC	9,065	12,820
SCHWAB CHARLES CORP NEW	10,424	17,291
STARBUCKS CORP	16,053	30,703
TE CONNECTIVITY LTD	16,660	21,914
TEXAS INSTRUMENTS INC	8,417	17,890
THERMO FISHER SCIENTIFIC INC	27,661	74,059
TJX COS NEW	33,957	50,739
VERISK ANALYTICS INC	27,194	58,333
VISA INC CLASS A	34,693	80,711
XYLEM INC	27,059	41,530
ZOETIS INC CLASS	17,938	59,084
ADOBE SYSTEMS INC	3,537	19,505
ADVANCED MICRO DEVICES INC	12,246	12,381
ALIBABA GRP HOLDING	13,883	13,033
AMAZON COM INC	8,133	45,597
AMPHENOL CORP NEW CL A	9,154	10,069
ANSYS INC	7,662	9,823
APPLE INC	7,557	18,046
ASML HOLDING	4,443	5,853
BLACKSTONE GROUP INC	18,828	20,415
CHIPOTLE MEXICAN GRILL	8,227	9,707
CINTAS CORP	13,807	20,147
COSTAR GROUP INC	11,869	25,880
DANAHER CORP	10,365	16,883
ECOLAB INC	4,856	6,924
EDWARDS LIFESCIENCE CORP	5,119	17,516
EPAM SYSTEMS INC	7,511	12,542
EURONET WORLDWIDE INC	12,698	14,057
FASTENAL CO	8,786	9,473
FLEETCOR TECHNOLOGIES	5,063	5,184
GOLDMAN SACHS GROUP INC	11,723	13,713
HDFC BANK LTD	4,942	5,130
IDEXX LABORATORIES INC	5,273	23,494
IHS MARKIT LTD	4,169	7,276
INTERCONTINENTAL EXCHANGE	5,881	8,647
INTUIT INC	2,762	5,318
INTUITIVE SURGICAL INC COM NEW	7,883	18,816
LULULEMON ATHLETICA INC	8,282	12,877
MARTIN MARIETTA MATERIALS INC	13,095	15,618
MASTERCARD INC CL A	7,745	31,411
MICROSOFT CORP	6,493	13,123
MONOLITHIC POWER SYSTEMS INC	12,305	22,340
NVIDIA CORP	7,731	14,622
PAYPAL HOLDINGS INC	9,653	18,970
ROPER TECHNOLOGIES INC	8,080	11,639
S&P GLOBAL INC	5,444	19,395
SBA COMMUNICATIONS CORP	5,706	5,925
SHERWIN WILLIAMS CO	8,203	20,577
TELEFLEX INCORPORATED	4,536	5,350
TENCENT HOLDINGS LTD	11,944	18,188
THERMO FISHER SCIENTIFIC INC	2,889	6,987
TREX COMPANY INC	12,460	18,167
TWILIO INC	7,454	10,155
TYLER TECHNOLOGIES INC	5,382	11,350
UNITED RENTALS INC	11,691	15,074
UNITEDHEALTH GROUP INC	2,818	4,559
ZOETIS INC CLASS	9,928	16,385
3M CO	9,086	13,459
ABBOTT LABORATORIES	11,908	28,686
AFLAC INC	12,585	17,566
AIR PRODUCTS & CHEMICALS INC	7,206	21,311
AMERICAN TOWER CORP	16,514	15,039
AMGEN INC	13,915	19,773
ANALOG DEVICES INC	8,842	27,035
APPLE INC	15,102	44,584
AT & T INC	10,152	8,369
AUTOMATIC DATA PROCESSING	8,297	23,082
BECTON DICKINSON & CO	8,877	21,519
BLACKROCK INC	9,840	20,203
CHEVRON CORPORATION	12,300	8,614
CHUBB CORP	12,557	17,547
CISCO SYSTEMS INC	13,320	18,303
CLOROX COMPANY	7,423	16,154
COLGATEPALMOLIVE CO	8,846	12,741
COMCAST CORP NEW CL A	17,983	22,375
EATON VANCE CORP NON VTG	5,408	8,967
EMERSON ELECTRIC CO	11,446	14,708
EVERSOURCE ENERGY	8,827	17,475
FACTSET RESEARCH SYSTEMS INC	6,118	18,288
GENL DYNAMICS CORP COM	8,428	15,031
ILLINOIS TOOL WORKS INC	9,144	25,893
JOHNSON & JOHNSON	20,898	30,060
JPMORGAN CHASE & CO	18,701	22,746
LINDE PLC	13,076	21,081
LOWES COMPANIES INC	10,946	37,559
L3HARRIS TECHNOLOGIES INC	6,292	21,359
MCDONALDS CORP	7,348	16,308
MEDTRONIC PLC	16,133	24,951
MICROSOFT CORP	11,978	74,511
NEXTERA ENERGY INC	10,245	35,720
NIKE INC CLASS B	7,944	18,533
NORFOLK SOUTHERN CORP	8,605	26,137
NOVARTIS AG SPON ADR	7,724	11,143
PAYCHEX INC	8,741	20,406
PEPSICO INCORPORATED	12,980	20,169
PHILLIPS 66	19,080	18,184
PROCTER & GAMBLE CO	12,834	20,454
RAYTHEON TECHNOLOGIES CORP	6,420	8,081
TARGET CORP	8,943	21,890
UNITEDHEALTH GROUP INC	16,252	21,391
US BANCORP NEW	12,170	10,855
V F CORPORATION	9,548	17,765
WALMART STORES INC	12,021	21,767
WEC ENERGY GROUP INC	12,586	18,406
ACCENTURE PRC IRELAND	13,375	24,554

- TIN:

TY 2020 LandEtcSchedule2

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
FURNITURE - LOBBY	6,220	6,220	0
FURNITURE - CONFERENCE	8,908	8,908	0
FURNITURE - WORK A	1,944	1,944	0
FURNITURE - PMW OFFICE	3,637	3,637	0
FURNITURE - SRW OFFICE	11,716	11,716	0
FURNITURE - EAW OFFICE	11,045	11,045	0
TELEPHONES	2,100	2,100	0
FURNITURE - OTHER	2,002	2,002	0
NCES	1,245	1,245	0
TABLETOPS	859	859	0
ARMOIRE	1,574	1,574	0
BUSINESS MACHINES	6,705	6,705	0
COMPUTER AND INSTALLATION	13,153	13,153	0
REFRIGERATOR	612	559	53
STANDING DESK	395	361	34
4 COMPUTERS	6,662	6,087	575
PRINTER	882	806	76

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description	Amount
ADJUSTMENT FOR DIFFERENCE IN COST BASIS	51,661

- TIN:

TY 2020 OtherExpensesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
ADR FEES	5	5	0
BANK FEES	170	0	170
BROKER FEES	55,109	55,109	0
CONSULTING	4,908	0	4,908
DUES & SUBSCRIPTIONS	22,901	0	22,901
EQUIPMENT	168	0	168
LIABILITY INSURANCE	2,467	0	2,467
MISCELLANEOUS	431	0	431
OFFICE SUPPLIES	513	0	513
PAYCHEX EXPENSE	9,172	0	9,172
POSTAGE	255	0	255
TELEPHONE & INTERNET	2,593	0	2,593
PARKING	9,720	0	9,720
SPONSORSHIPS	750	0	750

- TIN:

TY 2020 OtherIncreasesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description	Amount
NONDIVIDEND DISTRIBUTION	814

- TIN:

TY 2020 TaxesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Category	Amount	Net Investment Income
PAYROLL TAXES	17,007	0
FEDERAL 990 PF	3,142	0
FOREIGN TAX	83	83