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 FAMILY FOUNDATION AC073
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 2950 TAX DEPT FLOOR 5
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN ANTONIO, TX782992950
A Employer identification number

92-6063151
B Telephone number (see instructions)

(512) 473-4834
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$6,730,862J 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      
4 Dividends and interest from securities... 185,013 185,013  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,824
b Gross sales price for all assets on line 6a 2,131,410
7 Capital gain net income (from Part IV, line 2)... 2,824
8 Net short-term capital gain......... 0
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........ 187,837 187,837  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 63,478 31,739   31,739
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,150 575 0 575
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,605     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
70,461      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 136,694 32,314 0 32,314
25 Contributions, gifts, grants paid....... 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 386,694 32,314 0 282,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -198,857
b Net investment income (if negative, enter -0-) 155,523
c Adjusted net income (if negative, enter -0-)... 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......... 1,119,808 162,863 162,863
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 870,734 Click to see attachment
List of Attached Documents:
// Content
925,665 		939,691
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 669,481 Click to see attachment
List of Attached Documents:
// Content
669,481 		677,482
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).......... 3,862,331 Click to see attachment
List of Attached Documents:
// Content
4,565,488 		4,950,826
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,522,354 6,323,497 6,730,862
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
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........ 6,522,354 6,323,497
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,522,354 6,323,497
30 Total liabilities and net assets/fund balances (see instructions). 6,522,354 6,323,497
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
6,522,354
2
Enter amount from Part I, line 27a .....................
2
-198,857
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,323,497
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
6,323,497
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 56. CVS CORP COM   2022-02-09 2023-01-09
b 133. CVS CORP COM   2021-11-04 2023-01-09
c 20. UNITEDHEALTH GROUP INC   2022-04-20 2023-01-09
d 34. UNITEDHEALTH GROUP INC   2021-11-04 2023-01-09
e 5.00015 PROCTER & GAMBLE CO   2022-12-15 2023-02-15
11.99985 PROCTER & GAMBLE CO   2022-12-15 2023-02-15
7. MATCH GROUP INC   2022-04-20 2023-03-10
36. MATCH GROUP INC   2022-02-09 2023-03-10
450000. U S TREASURY BILLS 05/11/23   2022-11-14 2023-05-11
100. UNION PACIFIC CORP   2022-04-20 2023-06-08
126. WEYERHAEUSER CO REIT   2023-01-18 2023-06-08
41. DIAMONDBACK ENERGY INC   2022-04-20 2023-06-12
272. INTEL CORP   2021-11-04 2023-06-20
485. HEALTHPEAK OP LLC   2023-01-18 2023-06-26
74. SYSCO CORP   2022-12-15 2023-06-26
153. NASDAQ INC   2023-01-18 2023-07-19
450000. U S TREASURY BILLS 08/03/23   2023-05-12 2023-08-03
329. CSX CORP   2023-06-08 2023-08-07
44. ADOBE INC   2022-04-20 2023-09-27
116. ADVANCED MICRO DEVICES INC   2022-04-20 2023-09-27
40. AIRBNB INC CL A   2022-04-20 2023-09-27
340. ALPHABET INC CL C   2022-04-20 2023-09-27
340. ALPHABET INC CL A   2022-04-20 2023-09-27
600. AMAZON.COM INC   2022-04-20 2023-09-27
18. AMERICAN TOWER CORP REIT   2022-02-09 2023-09-27
23. AUTODESK INC   2022-02-09 2023-09-27
5. BOOKING HOLDINGS INC   2022-02-09 2023-09-27
202. BOSTON SCIENTIFIC CORP   2022-04-20 2023-09-27
142. CANADIAN PACIFIC KANSAS CITY   2022-04-20 2023-09-27
8. CHIPOTLE MEXICAN GRILL INC CL A   2022-04-20 2023-09-27
18. COSTCO WHOLESALE CORP NEW   2022-04-20 2023-09-27
56. DANAHER CORPORATION   2022-04-20 2023-09-27
90. EDWARDS LIFESCIENCES CORP   2022-04-20 2023-09-27
48. FLOOR & DECOR HLDGS INC CL A   2022-02-09 2023-09-27
82. FORTIVE CORP   2022-04-20 2023-09-27
364. GENERAL MILLS INC COM *   2022-04-20 2023-09-27
17. HUMANA INC   2022-04-20 2023-09-27
10. INTUIT INC   2022-06-02 2023-09-27
18. INTUITIVE SURGICAL INC   2022-09-09 2023-09-27
13. LAM RESEARCH CORPORATION   2022-04-20 2023-09-27
73. ELI LILLY & CO   2022-04-20 2023-09-27
18. LULULEMON ATHLETICA INC   2022-04-20 2023-09-27
349. MARVELL TECHNOLOGY INC   2022-04-20 2023-09-27
89. MASTERCARD INC CL A   2022-04-20 2023-09-27
33. MOODYS CORP   2022-04-20 2023-09-27
84. NIKE INC CLASS B   2022-04-20 2023-09-27
94. NVIDIA CORP   2022-02-09 2023-09-27
14. OREILLY AUTOMOTIVE INC   2022-04-20 2023-09-27
30. ROKU INC   2022-02-09 2023-09-27
17. S&P GLOBAL INC   2022-04-20 2023-09-27
52. SEAGEN INC   2022-04-20 2023-09-27
34. SERVICENOW INC   2022-02-09 2023-09-27
35. SHERWIN-WILLIAMS CO   2022-04-20 2023-09-27
24. SNOWFLAKE INC CL A   2022-04-20 2023-09-27
52. TJX COMPANIES INC   2021-11-04 2023-09-27
54. TESLA INC   2022-04-20 2023-09-27
183. TRUIST FINANCIAL CORP   2023-01-18 2023-09-27
188. TRUIST FINANCIAL CORP   2022-04-20 2023-09-27
146. UBER TECHNOLOGIES INC   2022-04-20 2023-09-27
33. WORKDAY INC CL A   2022-04-20 2023-09-27
44. ZOETIS INC   2022-04-20 2023-09-27
450000. U S TREASURY BILLS 11/02/23   2022-11-14 2023-11-02
.267 NET LEASE OFFICE PROPERTIES   1987-12-31 2023-11-09
91. C.H. ROBINSON WORLDWIDE INC   2023-09-27 2023-11-24
19. NET LEASE OFFICE PROPERTIES   1987-12-31 2023-11-24
1. AUTOZONE INC   2022-11-10 2023-12-05
37. WALMART INC   2023-09-27 2023-12-15
28. WALMART INC   2022-04-20 2023-12-15
37. CHUBB LIMITED   2023-01-18 2023-12-15
13. CHUBB LIMITED   2022-11-10 2023-12-15
31. CISCO SYSTEMS INC   2021-11-04 2023-12-19
60. CORNING INC   2021-11-04 2023-12-19
41. PROGRESSIVE CORPORATION   2022-12-15 2023-12-19
CAPITAL GAIN DIVIDENDS P    
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(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 5,127   5,881 -754
b 12,177   12,666 -489
c 9,784   10,370 -586
d 16,633   15,435 1,198
e 693   755 -62
1,663   1,889 -226
245   596 -351
1,262   5,337 -4,075
440,226   440,226  
20,100   24,233 -4,133
3,711   4,054 -343
5,305   5,758 -453
9,475   13,607 -4,132
9,623   12,383 -2,760
5,376   6,060 -684
7,745   9,801 -2,056
444,982   444,982  
10,422   10,723 -301
22,175   27,530 -5,355
11,227   14,676 -3,449
5,345   6,901 -1,556
44,171   36,879 7,292
43,865   36,746 7,119
74,978   93,651 -18,673
2,874   4,925 -2,051
4,633   6,929 -2,296
15,278   12,649 2,629
10,442   8,751 1,691
10,411   10,875 -464
14,424   13,881 543
10,046   7,144 2,902
13,716   16,815 -3,099
6,307   10,514 -4,207
4,293   6,224 -1,931
6,037   5,951 86
23,214   22,985 229
8,375   7,727 648
5,068   4,094 974
5,237   3,954 1,283
7,950   7,550 400
39,823   18,623 21,200
6,819   7,729 -910
18,010   25,015 -7,005
34,869   30,150 4,719
10,347   12,388 -2,041
7,496   13,692 -6,196
39,242   26,526 12,716
12,766   9,097 3,669
2,022   6,928 -4,906
6,144   6,768 -624
11,064   7,260 3,804
18,390   20,358 -1,968
8,734   10,682 -1,948
3,528   4,499 -971
4,569   3,615 954
12,728   18,105 -5,377
5,066   7,997 -2,931
5,205   12,077 -6,872
6,520   6,140 380
7,531   8,783 -1,252
7,667   9,236 -1,569
430,508   430,508  
3   5 -2
7,478   9,112 -1,634
292   352 -60
2,677   2,469 208
5,658   5,940 -282
4,282   4,268 14
8,059   8,033 26
2,832   2,743 89
1,546   1,772 -226
1,813   2,199 -386
6,419   5,299 1,120
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
      38,351
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       -754
b       -489
c       -586
d       1,198
e       -62
      -226
      -351
      -4,075
       
      -4,133
      -343
      -453
      -4,132
      -2,760
      -684
      -2,056
       
      -301
      -5,355
      -3,449
      -1,556
      7,292
      7,119
      -18,673
      -2,051
      -2,296
      2,629
      1,691
      -464
      543
      2,902
      -3,099
      -4,207
      -1,931
      86
      229
      648
      974
      1,283
      400
      21,200
      -910
      -7,005
      4,719
      -2,041
      -6,196
      12,716
      3,669
      -4,906
      -624
      3,804
      -1,968
      -1,948
      -971
      954
      -5,377
      -2,931
      -6,872
      380
      -1,252
      -1,569
       
      -2
      -1,634
      -60
      208
      -282
      14
      26
      89
      -226
      -386
      1,120
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,824
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 2,162
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 2,162
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 2,162
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,284
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,284
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 48
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 926
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowTX
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
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFROST WEALTH ADVISORS Telephone no.right arrow (512) 473-4834

Located atright arrow111 W HOUSTON ST FLOOR 5SAN ANTONIOTX ZIP+4right arrow78205
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)
 
No
(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
 
 
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
FROST BANK TRUSTEE TRUSTEE
40 		63,478    
111 W HOUSTON STREET
SAN ANTONIO,TX78205
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
NONE
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  
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 arrow  
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
6,268,557
b
Average of monthly cash balances.......................
1b
292,788
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,561,345
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
6,561,345
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
98,420
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,462,925
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
323,146
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
323,146
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,162
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,162
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
320,984
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
320,984
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
320,984
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
282,314
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
282,314
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 7 320,984
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 244,271
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 282,314
a Applied to 2022, but not more than line 2a 244,271
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..... 38,043
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		282,941
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

Power of Parkinsons

5555 NORTH LAMAR STE L121
Austin,TX78751 		NONE EXEMPT UNRESTRICTED GRANT 50,000

Alzheimers Texas

7000 N MOPAC EXPRESSWAY SUITE 200
Austin,TX78731 		NONE EXEMPT UNRESTRICTED GRANT 50,000

The SAFE Alliance

PO BOX 19454
Austin,TX78760 		NONE EXEMPT UNRESTRICTED GRANT 50,000

Center for Child Protection

8509 FM 969 BUILDING 2
Austin,TX78724 		NONE EXEMPT UNRESTRICTED GRANT 50,000

Abigail E Keller Foundation

307 MONTALCINO BLVD
Austin,TX78734 		NONE EXEMPT UNRESTRICTED GRANT 50,000
Total .................................right arrow 3a 250,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 185,013  
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 2,824  
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) ..   187,837  
13Total. Add line 12, columns (b), (d), and (e)..................
13
187,837
(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.)
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 FAMILY FOUNDATION AC073
EIN:
92-6063151
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 1,150 575   575

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE WEST FAMILY FOUNDATION AC073
EIN:
92-6063151
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK AMER CORP MTN 3 49,023 49,251
BRISTOL-MYERS SQUIBB CO 3 48,078 48,529
BURLINGTON NORTHERN 3 48,122 48,904
CHEVRON CORP 3 48,638 49,014
CISCO SYSTEMS INC 2 48,079 48,420
HONEYWELL INTL INC 2 46,657 47,611
JOHN DEERE CAPITAL CORP MTN 2 46,541 47,225
JPMORGAN CHASE & CO 3 47,785 48,417
MICROSOFT CORP 3 48,580 48,819
MORGAN STANLEY MTN 3 46,891 47,893
PEPSICO INC 2 47,877 48,353
SHELL INTL FIN BV 2 46,906 47,614
WALMART INC 3 48,307 48,536
WELLS FARGO & CO MTN 3 47,997 48,896

TY 2023 InvestmentsGovtObligationsSch
Name:
THE WEST FAMILY FOUNDATION AC073
EIN:
92-6063151
US Government Securities - End of Year Book Value:

925,665
US Government Securities - End of Year Fair Market Value:

939,691
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
THE WEST FAMILY FOUNDATION AC073
EIN:
92-6063151
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABBOTT LABORATORIES AT COST 26,446 23,665
ABBVIE INC AT COST 26,970 34,248
ABERDEEN PHYSICAL PRECIOUS MET AT COST 101,873 106,949
ADOBE INC      
ADVANCED MICRO DEVICES INC      
AIR PRODUCTS & CHEMICALS INC C AT COST 16,409 16,702
AIRBNB INC CL A      
ALPHABET INC CL A      
ALPHABET INC CL C      
ALTRIA GROUP INC COM AT COST 14,918 13,191
AMAZON.COM INC      
AMERICAN BEACON STEPHENS SM CA AT COST 87,014 92,034
AMERICAN ELECTRIC POWER INC AT COST 25,930 24,447
AMERICAN EXPRESS CO AT COST 10,004 12,364
AMERICAN TOWER CORP REIT      
AMGEN INC AT COST 19,258 23,618
ANALOG DEVICES INC AT COST 4,248 5,163
AON PLC AT COST 16,464 15,715
APPLE INC AT COST 219,259 285,715
APPLIED MATERIALS INC COM AT COST 6,387 9,076
ASTRAZENECA PLC SPONS ADR AT COST 7,453 7,409
AT & T INC AT COST 21,493 19,263
AUTODESK INC      
AUTOMATIC DATA PROCESSING INC AT COST 29,032 30,053
AUTOZONE INC AT COST 12,055 12,928
BANK OF AMERICA CORP AT COST 37,582 34,141
BAXTER INTERNATIONAL INC AT COST 7,339 6,534
BERKSHIRE HATHAWAY INC CL B AT COST 25,537 29,246
BEST BUY COMPANY INC AT COST 24,052 18,787
BLACKSTONE GROUP INC COM (THE) AT COST 35,457 34,563
BOOKING HOLDINGS INC      
BOSTON SCIENTIFIC CORP      
BRISTOL-MYERS SQUIBB CO AT COST 22,896 19,087
BROADCOM INC AT COST 42,454 83,719
CANADIAN PACIFIC RAILWAY LTD      
CELANESE CORP AT COST 24,628 23,306
CENTERPOINT ENERGY INC AT COST 18,614 19,656
CHEVRON CORPORATION AT COST 21,288 26,998
CHIPOTLE MEXICAN GRILL INC CL      
CHUBB LIMITED AT COST 9,707 10,396
CISCO SYSTEMS INC AT COST 21,215 18,894
CME GROUP INC AT COST 18,297 18,954
COCA COLA CO AT COST 25,685 26,224
COHEN & STEERS INSTL REALTY FD AT COST 191,146 205,620
COMCAST CORPORATION CL A AT COST 27,261 24,600
CONOCOPHILLIPS AT COST 22,734 21,705
CONSTELLATION BRANDS INC CL A AT COST 15,471 15,714
CORNING INC AT COST 28,540 23,781
COSTCO WHOLESALE CORP NEW      
CUMMINS INC AT COST 17,720 18,926
CVS HEALTH CORP AT COST 12,045 11,133
D R HORTON INC AT COST 27,314 46,354
DANAHER CORPORATION      
DIAMONDBACK ENERGY INC      
DIGITAL REALTY TRUST INC REIT AT COST 6,631 8,209
DISNEY (WALT) COMPANY HOLDING AT COST 10,503 10,474
DUPONT DE NEMOURS INC AT COST 13,949 15,232
EATON CORP PLC AT COST 24,120 34,437
EDWARDS LIFESCIENCES CORP      
ELEVANCE HEALTH INC AT COST 10,110 9,431
ELI LILLY & CO      
ENTERGY CORP AT COST 18,306 17,809
EOG RESOURCES INC AT COST 15,993 14,514
EVERGY INC AT COST 18,784 15,869
EXPEDIA GROUP INC AT COST 6,267 9,715
EXXON MOBIL CORP AT COST 13,745 27,095
FIDELITY CONSERVATIVE INC BD I AT COST 103,579 104,191
FIDELITY NATL INFO SVCS INC AT COST 7,102 6,608
FLEXSHARES GLBL UPSTREAM NAT R AT COST 203,103 194,226
FLOOR & DECOR HLDGS INC CL A      
FORTIVE CORP      
GALLAGHER ARTHUR J & CO      
GENERAL MILLS INC      
GENUINE PARTS CO AT COST 11,372 12,188
GOLDMAN SACHS EMER MKTS INSIGH AT COST 80,644 85,998
GSK PLC SPONS ADR AT COST 10,062 9,413
HARDING LOEVNER INTL EQ FD INS AT COST 76,701 83,506
HEALTHPEAK OP LLC      
HOME DEPOT INC AT COST 64,665 60,993
HONEYWELL INTERNATIONAL INC AT COST 30,292 31,457
HUMANA INC      
INTEL CORP      
INTERCONTINENTAL EXCHANGE INC AT COST 17,097 19,907
INTL BUSINESS MACHINES CORP AT COST 16,140 21,752
INTUIT INC      
INTUITIVE SURGICAL INC      
JHANCOCK DISCIPLINED VALUE MID AT COST 305,066 325,849
JOHNSON & JOHNSON COM AT COST 36,581 34,640
JPMORGAN CHASE & CO AT COST 38,680 42,865
KKR & COMPANY INC CLASS A AT COST 14,540 21,624
KLA CORPORATION AT COST 21,059 30,228
L3HARRIS TECHNOLOGIES INC AT COST 15,168 16,850
LAM RESEARCH CORPORATION      
LAZARD INTL EQTY PORT-INSTL AT COST 74,414 81,425
LENNAR CORP CL A AT COST 12,069 18,034
LOCKHEED MARTIN CORP AT COST 19,136 24,022
LOWES COS INC AT COST 11,340 12,240
LULULEMON ATHLETICA INC      
MARATHON PETROLEUM CORP AT COST 14,585 33,233
MARVELL TECHNOLOGY INC      
MASTERCARD INC CL A      
MATCH GROUP INC      
MCDONALD'S CORP AT COST 20,886 28,761
MEDTRONIC PLC AT COST 34,907 27,350
MERCK & CO INC AT COST 20,036 27,364
META PLATFORMS INC AT COST 32,835 36,458
MICROSOFT CORP AT COST 211,200 277,518
MOODYS CORP      
NASDAQ INC      
NIKE INC CLASS B      
NVIDIA CORP      
OMNICOM GROUP AT COST 22,274 27,510
ORACLE CORPORATION AT COST 40,937 45,546
O'REILLY AUTOMOTIVE INC      
OTIS WORLDWIDE CORP AT COST 11,453 13,063
PFIZER INC AT COST 19,668 12,783
PHILIP MORRIS INTL INC AT COST 31,505 31,046
PIONEER NATURAL RESOURCES CO AT COST 10,225 10,344
PROCTER & GAMBLE CO AT COST 24,414 23,446
PROGRESSIVE CORPORATION AT COST 3,746 4,619
PROLOGIS INC REIT AT COST 10,910 12,397
QUALCOMM INC AT COST 12,608 11,715
ROKU INC      
S&P GLOBAL INC      
SALESFORCE INC AT COST 24,118 28,419
SEAGEN INC      
SERVICENOW INC      
SHERWIN-WILLIAMS CO      
SNOWFLAKE INC CL A      
SONY GROUP CORP SPONSORED ADR AT COST 9,573 11,079
STARBUCKS CORP AT COST 27,086 23,906
STRYKER CORP AT COST 15,035 18,866
SYSCO CORP      
T ROWE PRICE INTL DISC FD INST AT COST 77,415 83,935
T ROWE PRICE MIDCAP GROWTH FD AT COST 296,198 321,534
TARGET CORP AT COST 34,038 22,218
TESLA INC      
TEXAS INSTRUMENTS INC AT COST 35,941 32,217
THERMO FISHER SCIENTIFIC INC AT COST 14,494 14,331
TJX COMPANIES INC      
T-MOBILE US INC AT COST 21,226 23,729
TRAVELERS COMPANIES INC COM AT COST 31,461 37,146
TRUIST FINANCIAL CORP      
UBER TECHNOLOGIES INC      
UNION PACIFIC CORP AT COST 28,221 29,474
UNITED PARCEL SERVICE CLASS B AT COST 24,489 18,239
UNITEDHEALTH GROUP INC AT COST 17,347 18,953
US BANCORP AT COST 36,365 26,487
VALERO ENERGY CORP NEW AT COST 11,336 11,050
VERIZON COMMUNICATIONS AT COST 42,971 30,160
VICTORY SMALL CO OPP FUND AT COST 105,149 105,491
VISA INC CL A AT COST 30,216 37,490
WALMART INC AT COST 14,121 14,977
WARNER MUSIC GROUP CORP CL A AT COST 7,795 10,021
WEYERHAEUSER CO REIT      
WORKDAY INC CL A      
WP CAREY INC REIT AT COST 22,734 18,730
ZOETIS INC      
ARTISAN HIGH INCOME FD INSTL AT COST 64,875 66,571
ARTHUR J GALLAGHER & CO AT COST 42,120 58,019
CARRIER GLOBAL CORP AT COST 21,426 25,163
CUBESMART REIT AT COST 5,206 5,377
FROST CREDIT FUND INSTL AT COST 62,967 64,289
HARTFORD WORLD BOND FD INSTL AT COST 127,206 125,710
HARTFORD FLOATING RATE FUND CL AT COST 62,967 63,048
HYATT HOTELS CORP CL A AT COST 6,868 7,694
LINDE PLC AT COST 2,972 3,286
MARRIOTT INTERNATIONAL INC CLA AT COST 3,075 3,608
NEWMONT CORP AT COST 3,091 3,435
NINTENDO CO LTD UNSPONS ADR AT COST 8,536 10,483
PACCAR INC AT COST 8,876 9,667
PUBLIC STORAGE INC REIT AT COST 42,878 45,445
REGENCY CENTER CORPORATION REI AT COST 9,271 10,318
HCA HEALTHCARE INC AT COST 14,223 15,429

TY 2023 OtherExpensesSchedule
Name:
THE WEST FAMILY FOUNDATION AC073
EIN:
92-6063151
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY FEES 69,861 0   0
ADMINISTRATIVE EXPENSE 600 0   0


TY 2023 TaxesSchedule
Name:
THE WEST FAMILY FOUNDATION AC073
EIN:
92-6063151
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRIOR YEAR TAX LIABILITY 1,000 0   0
2023 ESTIMATES 605 0   0