Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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
  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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,208,252J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,777 1,777  
4 Dividends and interest from securities... 46,802 46,802  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 402,488
b Gross sales price for all assets on line 6a 2,561,882
7 Capital gain net income (from Part IV, line 2)... 402,488
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........ 451,067 451,067  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,632 0   0
14 Other employee salaries and wages...... 120,295 0   0
15 Pension plans, employee benefits....... 30,981 0   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,365 1,182   1,183
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
19,130 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 45,854 0   45,854
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
114,724 50,994   63,730
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 428,981 52,176   110,767
25 Contributions, gifts, grants paid....... 292,900 292,900
26 Total expenses and disbursements. Add lines 24 and 25 721,881 52,176   403,667
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -270,814
b Net investment income (if negative, enter -0-) 398,891
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 195,904 154,627 154,627
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 221,407 300,287 300,287
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,798,234 Click to see attachment
List of Attached Documents:
// Content
2,490,651 		3,753,338
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow63,786
Less: accumulated depreciation (attach schedule) right arrow63,786      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,215,545 2,945,565 4,208,252
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 -655,440 -925,420
29 Total net assets or fund balances (see instructions)..... 3,215,545 2,945,565
30 Total liabilities and net assets/fund balances (see instructions). 3,215,545 2,945,565
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
3,215,545
2
Enter amount from Part I, line 27a .....................
2
-270,814
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
834
4
Add lines 1, 2, and 3 ..........................
4
2,945,565
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,945,565
Form 990-PF (2023)
Form 990-PF (2023)
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 X1934 P 2023-02-10 2023-12-31
b WELLS FARGO X1934 P 2020-11-24 2023-12-31
c WELLS FARGO X5584 P 2023-02-10 2023-12-31
d WELLS FARGO X5584 P 2020-11-24 2023-12-31
e WELLS FARGO X6343 P 2023-02-10 2023-12-31
WELLS FARGO X6343 P 2020-11-24 2023-12-31
WELLS FARGO X6873 P 2023-02-10 2023-12-31
WELLS FARGO X6873 P 2020-11-24 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 349,741   342,610 7,131
b 395,306   281,127 114,179
c 4,366   4,290 76
d 301,809   148,050 153,759
e 761,859   837,632 -75,773
508,384   421,942 86,442
4,014   3,775 239
236,403   119,968 116,435
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       7,131
b       114,179
c       76
d       153,759
e       -75,773
      86,442
      239
      116,435
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 402,488
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 ................... 		Bracket 3  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,545
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 5,545
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 5,545
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,040
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 7,040
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,495
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,495 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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? ................
6
Yes
 
7
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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
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 .
8b
Yes
 
9
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
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 .............
11
 
No
12
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.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowDANI ROTH Telephone no.right arrow (317) 972-0204

Located atright arrow111 MONUMENT CIRCLE STE 220INDIANAPOLISIN ZIP+4right arrow46204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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
No
1a
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
b
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 ..........
1b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
No
2
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)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
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.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
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 ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
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? .........................
8
 
No
Part VII
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-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EMILY WEST EXECUTIVE DIRECTOR
40.00 		95,633 0 0
332 N EAST STREET
INDIANAPOLIS,IN46202
REBEKAH JONES DIRECTOR
0.00 		0 0 0
9439 W 11TH ST
OVERLAND PARK,KS66210
SUZANNA BLOOM DIRECTOR
0.00 		0 0 0
367 LAKE VIEW ROAD
HAYDEN,CO81639
DANIELE ROTH-LARRISON OFFICE MANAGER
40.00 		54,045 0 0
266 S AUDUBON RD
INDIANAPOLIS,IN46219
JORDAN DAVIS DIRECTOR
0.00 		0 0 0
512 WEST SKYLINE DRIVE
BLOOMINGTON,IN47404
EMILY RICE PROGRAM AND COMMUNICATIONS OFFICER
40.00 		66,250 0 0
9802 CAREFREE DRIVE
INDIANAPOLIS,IN46256
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 		95,633 0 0
332 N EAST ST
INDIANAPOLIS,IN46202
EMILY RICE PROGRAM AND COMMUNIC
40.00 		66,250 0 0
9802 CAREFREE DRIVE
INDIANAPOLIS,IN46256
DANIELE ROTH-LARRISON OFFICE MANAGER
40.00 		54,045 0 0
266 S AUDUBON RD
INDIANAPOLIS,IN46219
DEBRA DES VIGNES PROGRAM AND COMMUNIC
40.00 		0 0 0
1701 N DELAWARE ST 4
INDIANAPOLIS,IN46202
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 292,900
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,759,154
b
Average of monthly cash balances.......................
1b
186,179
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,945,333
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,945,333
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,180
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,886,153
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
194,308
Part X
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.)
1
Minimum investment return from Part IX, line 6..................
1
194,308
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,545
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,545
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
188,763
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
188,763
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
188,763
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
403,667
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
403,667
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 188,763
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 350,650
b From 2019...... 232,257
c From 2020...... 1,331
d From 2021...... 43,427
e From 2022...... 134,894
f Total of lines 3a through e ........ 762,559
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 403,667
a Applied to 2022, 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 2023 distributable amount..... 188,763
e Remaining amount distributed out of corpus 214,904
5 Excess distributions carryover applied to 2023. 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 5 977,463
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		350,650
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		626,813
10 Analysis of line 9:
a Excess from 2019.... 232,257
b Excess from 2020.... 1,331
c Excess from 2021.... 43,427
d Excess from 2022.... 134,894
e Excess from 2023.... 214,904
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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)
aPaid during the year

BOYS HOPE GIRLS HOPE

101 W ARGONNE DRIVE 62
ST LOUIS,MO63122 		NO RELATION PUBLIC CHARITY EDUCATIONAL PROGRAMS IN GUATEMALA 10,000

COMPANION COMMUNITY DEVELOPMENT ALTERNATIVES

5055 W 15TH STREET
INDIANAPOLIS,IN46224 		NO RELATION PUBLIC CHARITY UNRESTRICTED SOLAR POWER AND CLEAN WATER PROJECTS IN SALVADORAN AND NICARAGUAN VILLAGES 10,000

COOPERATIVE FOR EDUCATION

2300 MONTANA AVENUE SUITE 301
CINCINNATI,OH45211 		NO RELATION PUBLIC CHARITY UNRESTRICTED - EDUCATIONAL PROGRAMS IN GUATEMALA 10,000

HESPERIAN HEALTH GUIDES

1919 ADDISON STREET SUITE 304
BERKELEY,CA94704 		NO RELATION PUBLIC CHARITY CONTENT DEVELOPMENT FOR GRASSROOTS HEALTHCARE LITERATURE SERIES 15,000

LIFEWATER

PO BOX 3131
SAN LUIS OBISPO,CA93403 		NO RELATION PUBLIC CHARITY UNRESTRICTED - SAFE WATER, SANITATION, AND HYGIENE IN EAST AFRICA AND CAMBODIA 10,000

MOTHERS 2 MOTHERS

7441 WEST SUNSET BOULEVARD SUITE
205
LOS ANGELES,CA90046 		NO RELATION PUBLIC CHARITY UNRESTRICTED EMPOWER WOMEN TO ELIMINATE PEDIATRIC AIDS 7,500

OPPORTUNITY INTERNATIONAL

550 W VAN BUREN ST SUITE 200
CHICAGO,IL60607 		NO RELATION PUBLIC CHARITY COVID RESPONSE FUND - SUPPORTING THOSE LIVING IN EXTREME POVERTY 10,000

PLANT WITH PURPOSE

4747 MORENA BOULEVARD SUITE 100
SAN DIEGO,CA92117 		NO RELATION PUBLIC CHARITY AGRICULTURAL TRAINING 10,000

SMILES FOREVER

PO BOX 217
RENTON,WA98057 		NO RELATION PUBLIC CHARITY DENTAL HYGIENE IN VILLA TUNARI, BOLIVIA 10,000

STRATEGIES FOR INTERNATIONAL DEVELOPMENT (SID)

330 PENNSYLVANIA AVENUE SE SUITE
304
WASHINGTON DC,DC20003 		NO RELATION PUBLIC CHARITY UNRESTRICTED - POVERTY GRADUATION FOR FARMERS IN GUATEMALA 10,000

TECHNOSERVE

1777 NORTH KENT STREET SUITE 1100
ARLINGTON,VA22209 		NO RELATION PUBLIC CHARITY SMALLHOLDER WOMEN COCOA FARMERS IN PERU 15,000

TRICKLE UP

104 WEST 27TH ST 12TH FLOOR
NEW YORK,NY10001 		NO RELATION PUBLIC CHARITY UNRESTRICTED - POVERTY ELIMINATION 20,000

VILLAGE ENTERPRISE

751 LAUREL STREET PMB 222
SAN CARLOS,CA94070 		NO RELATION PUBLIC CHARITY POVERTY ELIMINATION IN RURAL EAST AFRICA 10,000

VISIONSPRING

505 8TH AVENUE SUITE 12A-07
NEW YORK,NY10018 		NO RELATION PUBLIC CHARITY DEVELOPMENT OF INTERNSHIP FOR WOMEN OF COLOR IN LOGISTICS 15,000

COOPERATIVE FOR ASSISTANCE & RELIEF EVERYWHERE INC

151 ELLIS STREET NE
ATLANTA,GA30303 		NO RELATION PC IMPACT FUND - GLOBAL RELIEF EFFORTS 10,000

UBUNTU PATHWAYS INC

32 BROADWAY
NEW YORK,NY10004 		NO RELATION PC EDUCATION IN SOUTH AFRICA - COVID RESPONSE 20,000

NUTURING MINDS INC

PO BOX 600617
NEWTONVILLE,MA02460 		NO RELATION PC SEGA GIRL'S SCHOOL IN TANZANIA 10,000

GOODWEAVE INTERNATIONAL

1111 14TH STREET NW 820
WASHINGTON DC,DC20005 		NO RELATION PC ERADICATING CHILD LABOR IN THE GLOBAL SUPPLY CHAIN 10,000

KARIMU INTERNATIONAL HELP FOUNDATION

PO BOX 38
IDYLLWILD,CA92549 		NO RELATION PC ENTREPRENURIAL TRAINING PROGRAM - RURAL VILLAGES IN TANZANIA 5,650

PROLITERACY

308 MALTBIE STREET 100
SYRACUSE,NY13204 		NO RELATION PC AFRICAN WOMEN'S HEALTH LITERACY PROJECT 12,000

WATER FOR GOOD

9511 ANGOLA COURT SUITE 257
INDIANAPOLIS,IN46268 		NO RELATION PC ELIMINATE WATER POVERTY IN THE CENTRAL AFRICAN REPUBLIC 10,000

EDUCATE

PO BOX 12302
DENVER,CO80212 		NO RELATION PC YOUTH EMPLOYMENT PROGRAMS IN EAST AFRICA 10,000

READ GLOBAL

2585 NEWMARKET DR
  NORTH VANCOUVER B  
CA 		NO RELATION PC COMMUNITY-LED LIBRARY AND RESOURCE CENTERS ASIA 10,000

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SUITE 207
WASHINGTON DC,DC20003 		NO RELATION PC YOUTH LEADERSHIP PROGRAM AFRICAN BIODIVERSITY 10,000

H2O FOR LIFE

4756 BANNING AVE SUITE 207
WHITE BEAR LAKE,MN55110 		NO RELATION PC PARTNER WITH US SCHOOLS TO EDUCATE ABOUT THE GLOBAL WATER CRISIS 10,000

WILD4LIFE

FIDELITY CHARITABLE PO BOX 770001
CINCINNATI,OH45211 		NO RELATION PC GENERAL FUND 7,750

SHARED ACTION AFRICA THROUGH ONE WORLD CHILDRENS FUND

PO BOX 849129
LOS ANGELES,CA90084 		NO RELATION PC EMPOWER WOMEN IN UGANDA 5,000
Total .................................right arrow 3a 292,900
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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
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 1,777  
4 Dividends and interest from securities ....     14 46,802  
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 ............ 		    18 402,488  
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) .. 0 451,067 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
451,067
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
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
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
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
2a
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? ...........
b
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 2,365 1,182   1,183

TY 2023 GeneralExplanationAttachment
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Identifier Return Reference Explanation
DETAILS AND EXPLANATIONS FOR RECEIVABLES FROM A DISQUALIFIED PERSON FORM 990PF PAGE 2 PART II LINE 6 FORM 990-PF, PART II BALANCE SHEETS, LINE 6 RECEIVABLES DUE FROM OFFICERS, DIRECTORS, TRUSTEES, AND OTHER DISQUALIFIED PERSONS 2019 1-1-2019 TO 12-31-2019 WITH FMV END OF YEAR BALANCE FOR 2019 AT $38,882.2020 1-1-2020 TO 12-31-2020 WITH FMV END OF YEAR BALANCE FOR 2020 AT $75,782.2021 1-1-2021 TO 12-31-2021 WITH FMV END OF YEAR BALANCE FOR 2021 AT $129,364.2022 1-1-2022 TO 12-31-2022 WITH FMV END OF YEAR BALANCE FOR 2022 AT $221,407.2023 1-1-2023 TO 12-31-2023 WITH THE FMV END OF YEAR BALANCE FOR 2023 AT $300,287.LOANS ABOVE RELATE TO THE PAYMENT OF SALARIES TO EMPLOYEES WHO HAVE PERFORMED SOME SERVICES NOT RELATED TO THE FOUNDATION AND HAVE BEEN TREATED AS A RECEIVABLE OWED TO THE FOUNDATION FROM A DISQUALIFIED PERSON. THE FOUNDATION IS WORKING WITH THE DISQUALIFIED INDIVIDUAL TO ARRANGE PAYMENT PLUS INTEREST AS SOON AS POSSIBLE. THE FOUNDATION AND THE DISQUALIFIED PERSON ARE FILING THE APPROPRIATE FORMS 4720 AND 4720-A AND PAYING THE ACCESSED EXCISE TAX AND RELATED PENALTIES AND INTEREST. THESE RELATE TO IRC 4941.THE BOARD IS WORKING TO ADD ADDITIONAL INTERNAL CONTROLS TO PREVENT THIS TYPE OF AN ISSUE IN THE FUTURE.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 7,727 19,592
ACCENTURE PLC IRELAND SHARES CLASS A 7,186 14,738
ACCENTURE PRC IRELAND 17,653 31,933
ADOBE SYSTEMS INC 11,437 14,318
ADOBE SYSTEMS INC 18,203 23,267
ADVANCED MICRO DEVICES INC 19,922 30,956
AFLAC 29,380 39,930
AFLAC INC 8,670 21,780
AGILENT TECH INC 19,147 20,855
AIR PRODUCTS & CHEMICALS INC 4,954 14,238
AIR PRODUCTS & CHEMICALS INC 14,772 15,607
ALPHABET INC NON VOTING CAP STK CL C 28,047 54,117
AMAZON COM INC 40,338 59,864
AMERICAN TOWER CORP 26,692 34,541
AMERICAN TOWER CORP 11,198 9,715
AMGEN INC 13,144 21,313
AMPHENOL CORP NEW CL A 16,838 34,993
ANALOG DEVICES INC 6,074 24,621
AON PLC CLASS A 6,435 11,059
APPLE INC 33,852 35,426
APPLE INC 31,743 65,845
ASTRAZENECA PLC 10,018 9,766
AUTOMATIC DATA PROCESSING 5,815 20,734
BALL CORP 13,551 9,146
BECTON DICKINSON & CO 6,002 14,142
BERKSHIRE HATHAWAY INC 33,797 38,163
BLACKROCK INC 9,206 17,860
CHEVRON CORPORATION 21,078 21,330
CHUBB CORP 8,469 17,402
CISCO SYSTEMS INC 11,150 16,166
CMS ENERGY CORP 11,394 9,407
COLGATEPALMOLIVE CO 6,064 7,971
COMCAST CORP NEW CL A 14,243 14,821
CONSTELLATION ENERGY CORP 10,052 22,326
COSTCO WHSL CORP 12,966 16,502
COSTCO WHSL CORP 5,683 12,542
COSTCO WHSL CORP 11,446 15,842
CROWN CASTLE INTERNATIONAL CORP 11,691 12,671
CURTISS-WRIGHT CORP 27,211 33,864
DANAHER CORP 30,823 54,134
DOLLAR GENERAL CORP 18,774 25,559
ECOLAB INC 26,281 35,505
ELECTRONIC ARTS INC 10,292 12,450
ELI LILLY & CO 32,770 57,709
ELI LILLY & CO 12,565 27,980
EMERSON ELECTRIC CO 7,827 11,972
EVERSOURCE ENERGY 5,860 8,209
FACTSET RESEARCH SYSTEMS INC 4,140 17,651
FIDELITY NATIONAL INFORMATION SVCS 17,235 8,590
FISERV INC 15,507 23,911
GARTNER INC 12,215 40,149
GENL DYNAMICS CORP COM 5,866 17,658
GOLDMAN SACHS GROUP INC 5,960 6,558
GRAINGER W W INC 8,064 14,088
IDEX CORP 10,970 19,323
IDEXX LABORATORIES INC 8,979 13,321
ILLINOIS TOOL WORKS INC 6,247 22,265
INTERCONTINENTAL EXCHANGE 14,431 25,301
INTUIT INC 18,778 43,752
INTUITIVE SURGICAL INC 4,669 7,085
INTUITIVE SURGICAL INC COM NEW 5,680 10,121
JOHNSON & JOHNSON 15,130 20,219
JPMORGAN CHASE & CO 19,340 26,876
KINSALE CAPITAL GRP INC 29,954 46,887
L3HARRIS TECHNOLOGIES INC 4,294 15,797
LAUDER ESTEE COS INC CL A 12,575 16,673
LINDE PLC 8,990 22,589
LINDE PLC 14,286 35,732
LOWES COMPANIES INC 4,797 15,133
LOWES COMPANIES INC 7,477 34,940
MARSH AND MC LENNAN COMPANIES INC 8,943 18,568
MASTERCARD INC CL A 13,939 22,605
MASTERCARD INC CL A 32,923 57,579
MCDONALDS CORP 4,961 15,122
MCKESSON CORPORATION 35,484 62,965
MEDTRONIC PLC 10,911 11,863
MICROSOFT CORP 17,200 54,526
MICROSOFT CORP 49,886 64,303
MICROSOFT CORP 7,891 76,336
MOODY'S CORP 10,856 14,060
NEXTERA ENERGY INC 4,441 11,055
NIKE INC CLASS B 10,511 16,177
NIKE INC CLASS B 12,057 15,634
NORFOLK SOUTHERN CORP 5,856 17,256
O'REILLY AUTOMOTIVE INC 4,670 10,451
PALO ALTO NETWORKS 2,662 2,654
PAYCHEX INC 6,146 17,747
PAYPAL HOLDINGS INC 17,564 13,879
PEPSICO INCORPORATED 9,157 15,455
PHILLIPS 66 13,374 23,300
PPG INDUSTRIES INC 8,128 8,076
PROCTER & GAMBLE CO 8,817 14,214
S&P GLOBAL INC 23,245 40,528
SCHWAB CHARLES CORP NEW 6,250 12,178
STARBUCKS CORP 8,956 15,074
TARGET CORP 6,027 11,821
TE CONNECTIVITY LTD 9,205 13,207
TEXAS INSTRUMENTS INC 5,416 10,228
THERMO FISHER SCIENTIFIC INC 37,058 54,671
TJX COS NEW 6,270 7,692
TJX COS NEW 26,409 43,340
UNITEDHEALTH GROUP INC 22,004 32,115
UNUM GROUP 36,595 50,511
VERISK ANALYTICS INC 25,986 41,562
VISA INC CLASS A 30,195 57,277
WALMART STORES INC 4,248 8,198
WEC ENERGY GROUP INC 7,016 9,006
XYLEM INC 21,695 30,420
ZOETIS INC CLASS 14,096 45,000
S&P GLOBAL INC 13,668 16,299
VERALTO CORPORATION 9,483 12,504
VERISIGN INC 17,044 17,095
AXON ENTERPRISES INC. 28,453 42,883
BELLRING DISTRIBUTION 26,858 32,427
BUILDERS FIRSTSOURCE INC 34,663 41,067
CADENCE DESIGN SYSTEMS INC. 30,026 38,132
CNX RES CORP 36,780 33,660
DECKERS OURDOOR CORP 34,281 33,422
ESAB CORP 36,718 44,956
FAIR ISAAC INC 33,464 57,036
META PLATFORMS INC 25,600 32,564
NVIDIA CORP 35,242 37,142
QUALYS INC 34,888 37,489
STEEL DYNAMICS INC. 35,427 33,777
SUPER MICRO COMPUTER INC 28,155 36,954
TEREX CORPORATION 35,817 43,267
AIRBNB INC 4,945 5,309
ALPHABET INC 31,408 35,937
AMERICAN TOWER CORP 7,871 8,851
ARM HOLDINGS PLC 4,393 5,185
ASML HOLDINGS 6,305 6,812
BOEING CO 6,851 7,820
BROADCOM INC. 17,090 22,325
CADENCE DESIGN SYSTEMS INC. 8,426 9,805
CROWDSTRIKE HLDGS INC 6,088 10,213
HOME DEPOT INC. 9,222 10,397
HUBSPOT INC. 4,128 4,644
KEYSIGHT TECHS INC 3,951 3,977
LOREAL CO 7,586 8,450
LULULEMON ATHLETICA INC 11,084 14,316
LVMH MOET HENNESSY 13,912 12,346
MARRIOTT INTL INC 6,653 8,344
MERCADOLIBRE INC 11,442 14,144
META PLATFORMS INC 21,952 30,441
MOBILEYE GLOBAL INC 1,656 1,993
MONGODB INC 8,649 8,995
MOODY'S CORP 6,985 8,202
NETFLIX.COM INC 15,234 17,041
NIKE INC 5,488 5,429
NOVO NORDISK 13,531 17,380
NU HOLDINGS LTD 2,185 2,132
NVIDIA CORP 40,252 47,046
O'REILLY AUTOMOTIVE INC 7,453 7,601
SALESFORCE INC. 14,070 17,367
SERVICENOW INC. 10,567 13,423
SNOWFLAKE INC 8,868 9,950
TESLA INC 27,698 25,842
TRADE DESK INC 5,147 5,037
UBER TECHNOLOGIES INC 10,607 15,393
UNITEDHEALTH GROUP INC 12,953 13,688
VERTEX PHARMCEUTICALS INC 8,504 9,765
VISA INC CLASS A 19,858 22,911

TY 2023 OtherExpensesSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 10 10   0
BANK FEES 133 0   133
BROKER FEES 50,984 50,984   0
CONSULTING 8,379 0   8,379
DUES & SUBSCRIPTIONS 22,912 0   22,912
EQUIPMENT 111 0   111
LIABILITY INSURANCE 2,789 0   2,789
MISCELLANEOUS 413 0   413
OFFICE SUPPLIES 478 0   478
PARKING 9,960 0   9,960
PAYCHEX EXPENSE 14,851 0   14,851
POSTAGE 141 0   141
TELEPHONE & INTERNET 3,474 0   3,474
WEBSITE 89 0   89


TY 2023 OtherIncreasesSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Description Amount
NONDIVIDEND DISTRIBUTION 834


TY 2023 TaxesSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 16,518 0   0
FEDERAL 990 PF 2,612 0   0