TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

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 If exemption application is pending, check here right arrow

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

D 1. Foreign organizations, check here............. right arrow

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

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

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

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

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

$4,363,013J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	3,258		3,258
4	Dividends and interest from securities...	38,235		38,235
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		583,177
b	Gross sales price for all assets on line 6a 1,634,831
7	Capital gain net income (from Part IV, line 2)...			583,177
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).......	List of Attached Documents: // Content	153	153
12	Total. Add lines 1 through 11........	624,823		624,823
13	Compensation of officers, directors, trustees, etc.	95,686		0	95,686
14	Other employee salaries and wages......	130,721		0	130,721
15	Pension plans, employee benefits.......	34,265		0	34,265
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	11,109	11,109	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	22,880	0	17,320
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	167	0
20	Occupancy..............	45,349		0	45,349
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	104,347	51,822	52,525
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	444,524		62,931	375,866
25	Contributions, gifts, grants paid.......	262,500			262,500
26	Total expenses and disbursements. Add lines 24 and 25	707,024		62,931	638,366
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-82,201
b	Net investment income (if negative, enter -0-)			561,892
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	154,627	386,597	386,597
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....	300,287
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,490,651	List of Attached Documents: // Content 2,459,558	3,974,911
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 65,458
		Less: accumulated depreciation (attach schedule) 63,953	0	List of Attached Documents: // Content 1,505	1,505
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,945,565	2,847,660	4,363,013
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	400,000	400,000
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	3,470,985	3,470,985
	28	Retained earnings, accumulated income, endowment, or other funds	-925,420	-1,023,325
	29	Total net assets or fund balances (see instructions).....	2,945,565	2,847,660
	30	Total liabilities and net assets/fund balances (see instructions).	2,945,565	2,847,660

Part III

Analysis of Changes in Net Assets or Fund Balances

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

2,945,565

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

-82,201

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

290

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

2,863,654

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

15,994

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

2,847,660

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	WELLS FARGO #1934	P	2023-06-21	2024-12-31
b	WELLS FARGO #1934	P	2013-11-22	2024-12-31
c	WELLS FARGO #5584	P	2023-06-21	2024-12-31
d	WELLS FARGO #5584	P	2013-11-22	2024-12-31
e	WELLS FARGO #6343	P	2023-06-21	2024-12-31
	WELLS FARGO #6343	P	2013-11-22	2024-12-31
	WELLS FARGO #6873	P	2023-06-21	2024-12-31
	WELLS FARGO #6873	P	2013-11-22	2024-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	155,893	147,778	8,115
b	245,243	155,387	89,856
c	1,083	936	147
d	212,540	98,386	114,154
e	355,793	263,124	92,669
	491,925	304,511	187,414
	6,277	6,092	185
	166,077	75,440	90,637

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			8,115
b			89,856
c			147
d			114,154
e			92,669
			187,414
			185
			90,637

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	583,177
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	7,810
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	7,810
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	7,810
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	5,560
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	10,300
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	15,860
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	24
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	8,026
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax8,026	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

and Part XIV..................................

Yes

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

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

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

Yes

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

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

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

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

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

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

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

DANI ROTH Telephone no. right arrow

(317) 972-0204

Located at right arrow

111 MONUMENT CIRCLE STE 220INDIANAPOLISIN ZIP+4 right arrow

46204

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(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)

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

1a(4)

(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)

(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)

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 ..........

Yes

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

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 2024? .............

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

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

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

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

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

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(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)

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

5a(3)

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

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

5a(4)

(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)

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

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

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

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

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

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

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

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

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

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

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

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

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-)
EMILY WEST	EXECUTIVE DIRECTOR 40.00	95,686
332 N EAST STREET INDIANAPOLIS,IN46202	EXECUTIVE DIRECTOR 40.00	95,686
REBEKAH JONES	DIRECTOR 0.00	0
3602 IRON GATE DRIVE VALPARAISO,IN46385	DIRECTOR 0.00	0
SUZANNA BLOOM	DIRECTOR 0.00	0
367 LAKE VIEW ROAD HAYDEN,CO81639	DIRECTOR 0.00	0
DANIELE ROTH-LARRISON	OFFICE MANAGER 40.00	56,578
266 S AUDUBON RD INDIANAPOLIS,IN46219	OFFICE MANAGER 40.00	56,578
JORDAN DAVIS	DIRECTOR 0.00	0
512 WEST SKYLINE DRIVE BLOOMINGTON,IN47404	DIRECTOR 0.00	0
EMILY RICE	PROGRAM AND COMMUNICATIONS OFFICER 40.00	74,143
9802 CAREFREE DRIVE INDIANAPOLIS,IN46256	PROGRAM AND COMMUNICATIONS OFFICER 40.00	74,143

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	95,686	0	0
332 N EAST ST INDIANAPOLIS,IN46202	EXECUTIVE DIRECTOR 40.00	95,686	0	0
EMILY RICE	PROGRAM AND COMMUNIC 40.00	74,143	0	0
9802 CAREFREE DRIVE INDIANAPOLIS,IN46256	PROGRAM AND COMMUNIC 40.00	74,143	0	0
DANIELE ROTH-LARRISON	OFFICE MANAGER 40.00	56,578	0	0
266 S AUDUBON RD INDIANAPOLIS,IN46219	OFFICE MANAGER 40.00	56,578	0	0
DEBRA DES VIGNES	PROGRAM AND COMMUNIC 40.00	0	0	0
1701 N DELAWARE ST 4 INDIANAPOLIS,IN46202	PROGRAM AND COMMUNIC 40.00	0	0	0


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

Form 990-PF (2024)

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 arrow

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	262,500
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 (2024)

Page 8

Part IX

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

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

purposes:

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

3,990,355

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

208,924

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

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

4,199,279

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

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

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

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

4,199,279

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

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

62,989

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,136,290

Minimum investment return. Enter 5% (0.05) of line 5................

206,815

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.)

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

206,815

Tax on investment income for 2024 from Part V, line 5 .......

7,810

Income tax for 2024. (This does not include the tax from Part V.) ...

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

7,810

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

199,005

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

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

199,005

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

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

199,005

Part XI

Qualifying Distributions (see instructions)

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

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

638,366

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

638,366

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					199,005
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	232,257
b From 2020......	1,331
c From 2021......	43,427
d From 2022......	134,894
e From 2023......	214,904
f Total of lines 3a through e ........		626,813
4Qualifying distributions for 2024 from Part
XI, line 4: $ 638,366
a Applied to 2023, 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 2024 distributable amount.....					199,005
e Remaining amount distributed out of corpus		439,361
5 Excess distributions carryover applied to 2024.		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		1,066,174
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					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 2019 not applied on line 5 or line 7 (see instructions) ...		232,257
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		833,917
10 Analysis of line 9:
a Excess from 2020....	1,331
b Excess from 2021....	43,427
c Excess from 2022....	134,894
d Excess from 2023....	214,904
e Excess from 2024....	439,361

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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

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

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

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

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

NO SPECIAL FORMAT IS REQUIRED

cAny submission deadlines:

NONE

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

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

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AFRICAN WILDLIFE FOUNDATION 1100 NEW JERSEY AVE SUITE 207 WASHINGTON DC,DC20003	NO RELATION	PC	YOUTH LEADERSHIP PROGRAM AFRICAN BIODIVERSITY	10,000
BLUEENERGY 1595 WALNUT STREET EUGENE,OR97403	NO RELATION	PUBLIC CHARITY	UNRESTRICTED - SAFE DRINKING WATER AND INCREASED FOOD SECURITY IN NICARAGUA	10,000
BOYS HOPE GIRLS HOPE 101 W ARGONNE DRIVE 62 ST LOUIS,MO63122	NO RELATION	PUBLIC CHARITY	EDUCATIONAL PROGRAMS IN GUATEMALA	10,000
CARE 2 COMMUNITIES 24 SCHOOL STREET SECOND FLOOR BOSTON,MA02108	NO RELATION	PUBLIC CHARITY	HEALTHCARE CLINICS IN HAITI	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 ASSISTANCE & RELIEF EVERYWHERE INC 151 ELLIS STREET NE ATLANTA,GA30303	NO RELATION	PC	IMPACT FUND - GLOBAL RELIEF EFFORTS	10,000
COOPERATIVE FOR EDUCATION 2300 MONTANA AVENUE SUITE 301 CINCINNATI,OH45211	NO RELATION	PUBLIC CHARITY	UNRESTRICTED - EDUCATIONAL PROGRAMS IN GUATEMALA	10,000
DIGITAL DIVIDE DATA 266 W 37TH STREET SUITE 803 NEW YORK,NY10018	NO RELATION	PUBLIC CHARITY	UNRESTRICTED - CREATE SUSTAINABLE TECH JOBS IN KENYA	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
KICKSTART 1849 GEARY BLVD 15908 SAN FRANCISCO,CA94115	NO RELATION	PUBLIC CHARITY	INNOVATION FOR VULNERABLE AFRICAN FARMING COMMUNITIES.	10,000
LIFEWATER PO BOX 3131 SAN LUIS OBISPO,CA93403	NO RELATION	PUBLIC CHARITY	UNRESTRICTED - SAFE WATER, SANITATION, AND HYGIENE IN EAST AFRICA AND CAMBODIA	2,500
MALEMBE RISE PO BOX 2328 BLOOMINGTON,IN47402	NO RELATION	PUBLIC CHARITY	EDUCATIONAL TRAINING IN THE DEMOCRATIC REPUBLIC OF CONGO	7,500
MALI HEALTH PO BOX 51632 DURHAM,NC27717	NO RELATION	PUBLIC CHARITY	MATERNAL AND CHILD HEALTH PROGRAMS IN BAMAKO	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
OUTREACH INTERNATIONAL 112 W 18TH ST KANSAS CITY,MO64108	NO RELATION	PC	GENERAL FUND	10,000
PLANT WITH PURPOSE 4747 MORENA BOULEVARD SUITE 100 SAN DIEGO,CA92117	NO RELATION	PUBLIC CHARITY	AGRICULTURAL TRAINING	10,000
PROLITERACY 308 MALTBIE STREET 100 SYRACUSE,NY13204	NO RELATION	PC	AFRICAN WOMEN'S HEALTH LITERACY PROJECT	10,000
SHARED INTEREST 121 WEST 27TH STREET SUITE 805 NEW YORK,NY10001	NO RELATION	PUBLIC CHARITY	UPDATE 5 YEAR STRATEGIC PLAN TO REFLECT COVID IMPACT AND LEADERSHIP TRANSISTION.	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	10,000
TRICKLE UP 104 WEST 27TH ST 12TH FLOOR NEW YORK,NY10001	NO RELATION	PUBLIC CHARITY	UNRESTRICTED - POVERTY ELIMINATION	15,000
UPAYA SOCIAL VENTURES 508 YALE AVE N 214 SEATTLE,WA98109	NO RELATION	PUBLIC CHARITY	UNRESTRICTED - JOBHOLDER SUPPORT FOR THE EXTREME POOR IN BANGALORE	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
WATER FOR GOOD 9511 ANGOLA COURT SUITE 257 INDIANAPOLIS,IN46268	NO RELATION	PC	ELIMINATE WATER POVERTY IN THE CENTRAL AFRICAN REPUBLIC	10,000
Total ................................. 3a				262,500

bApproved for future payment

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

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	3,258
4 Dividends and interest from securities ....			14	38,235
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 .....	211100	153
8 Gain or (loss) from sales of assets other than inventory ............			18	583,177
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) ..		153		624,670	0

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

624,823

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part 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 (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION	2,100	2,100		0
OTHER ACCOUNTING SERVICES	9,009	9,009		0

- TIN:

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

TY 2024 DepreciationSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
FURNITURE - LOBBY	1996-06-11	6,220	6,220	200DB	7.000000000000	0
FURNITURE - CONFERENCE	1996-04-15	8,908	8,908	200DB	7.000000000000	0
FURNITURE - WORK A	1996-03-20	1,944	1,944	200DB	7.000000000000	0
FURNITURE - PMW OFFICE	1996-05-25	3,637	3,637	200DB	7.000000000000	0
FURNITURE - SRW OFFICE	1996-06-10	11,716	11,716	200DB	7.000000000000	0
FURNITURE - EAW OFFICE	1996-04-30	11,045	11,045	200DB	7.000000000000	0
FURNITURE - OTHER	1996-09-15	2,002	2,002	200DB	7.000000000000	0
TABLETOPS	1997-05-09	859	859	200DB	7.000000000000	0
ARMOIRE	1997-05-22	1,574	1,574	200DB	7.000000000000	0
REFRIGERATOR	2017-07-01	612	306	200DB	5.000000000000	0
STANDING DESK	2017-07-01	395	197	200DB	5.000000000000	0
4 COMPUTERS	2017-07-01	6,662	3,331	200DB	5.000000000000	0
PRINTER	2017-07-01	882	441	200DB	5.000000000000	0
LAPTOP	2021-11-11	2,215		200DB	5.000000000000	0
LAPTOP	2021-12-16	1,016		200DB	5.000000000000	0
LAPTOP	2022-02-07	1,016		200DB	5.000000000000	0
DESKTOP	2022-03-09	1,161		200DB	5.000000000000	0
LAPTOP	2022-03-10	1,922		200DB	5.000000000000	0
LAPTOP	2024-07-01	1,020		SL	5.000000000000	102
LAPTOP	2024-07-01	652		SL	5.000000000000	65

- TIN:

TY 2024 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	6,781	17,984
ACCENTURE PLC IRELAND SHARES CLASS A	6,819	13,720
ACCENTURE PRC IRELAND	16,800	29,902
ADIDAS	7,421	7,428
ADOBE SYSTEMS INC	16,355	15,564
ADOBE SYSTEMS INC	6,671	6,226
ADVANCED MICRO DEVICES INC	8,467	8,455
AFLAC	25,246	40,652
AFLAC INC	7,893	24,619
AGILENT TECH INC	18,001	18,942
AIR PRODUCTS & CHEMICALS INC	13,960	15,662
AIRBNB INC	10,098	9,067
ALPHABET INC	29,431	35,612
ALPHABET INC NON VOTING CAP STK CL C	25,616	57,513
AMAZON COM INC	39,494	74,812
AMERICAN TOWER CORP	28,688	30,813
AMERICAN TOWER CORP	9,989	7,336
AMGEN INC	11,996	17,463
AMPHENOL CORP NEW CL A	13,275	39,170
ANALOG DEVICES INC	4,899	4,462
ANALOG DEVICES INC	5,297	22,946
AON PLC CLASS A	5,712	11,852
APPLE INC	38,319	52,087
APPLE INC	29,766	73,874
APPLOVIN CORP	3,568	3,562
ASTRAZENECA PLC	5,490	5,504
AUTOMATIC DATA PROCESSING	5,180	23,126
AXON ENTERPRISES INC.	24,412	80,233
BALL CORP	13,551	8,766
BANK NEW YORK MELLON CORP	47,328	44,638
BELLRING DISTRIBUTION	21,808	35,787
BLACKROCK INC	8,149	19,477
BOEING CO	16,145	14,868
BROADCOM INC.	22,247	49,382
BROADCOM INC.	24,548	35,008
CADENCE DESIGN SYSTEMS INC.	12,745	14,422
CARLISLE COMPANIES INC	6,780	5,533
CHEVRON CORPORATION	19,591	18,974
CHUBB CORP	7,482	18,788
CISCO SYSTEMS INC	10,054	16,931
CMS ENERGY CORP	10,277	9,664
COLGATEPALMOLIVE CO	5,480	8,182
COMCAST CORP NEW CL A	12,853	11,447
CONSTELLATION ENERGY CORP	8,222	34,675
COSTCO WHSL CORP	10,792	18,325
COSTCO WHSL CORP	10,015	19,242
COSTCO WHSL CORP	4,188	12,828
CROWDSTRIKE HLDGS INC	6,256	11,633
CROWN CASTLE INTERNATIONAL CORP	11,581	9,348
CURTISS-WRIGHT CORP	23,571	44,004
DANAHER CORP	34,435	53,485
DATADOG INC	6,449	7,573
DECKERS OURDOOR CORP	29,321	52,194
DEXCOM INC	4,218	4,666
DISNEY WALT COMPANY	14,927	15,366
DOLLAR GENERAL CORP	18,200	13,648
DT MIDSTREAM INC	40,231	56,476
EATON CORP	7,654	7,965
ECOLAB INC	23,939	37,257
EDWARDS LIFESCIENCE CORP	4,623	4,590
ELECTRONIC ARTS INC	9,587	11,997
ELI LILLY & CO	7,977	23,160
ELI LILLY & CO	30,084	61,760
EMERSON ELECTRIC CO	6,914	13,384
EQUIFAX INC	6,293	6,371
ESAB CORP	30,720	50,495
EVERCORE INC	34,062	50,171
FACTSET RESEARCH SYSTEMS INC	3,700	15,849
FAIR ISAAC INC	21,733	49,773
FISERV INC	11,079	26,705
FLUTTER ENTERTAINMENT	2,692	2,585
GARTNER INC	11,379	39,727
GE AEROSPACE	9,576	9,507
GE AEROSPACE	8,245	8,340
GENL DYNAMICS CORP COM	5,193	15,809
GOLDMAN SACHS GROUP INC	4,463	6,299
GRAINGER W W INC	7,115	15,811
HILTON WORLDWIDE HOLDINGS INC	7,691	8,651
HOME DEPOT INC.	5,558	6,224
IDEX CORP	10,234	16,952
IDEXX LABORATORIES INC	17,916	17,778
ILLINOIS TOOL WORKS INC	5,603	19,271
INDUSTRIA DE DISENO TEXTILE	3,947	3,393
INTERCONTINENTAL EXCHANGE	13,207	26,822
INTUIT INC	21,988	40,853
INTUITIVE SURGICAL INC	4,224	9,917
INTUITIVE SURGICAL INC COM NEW	4,465	10,439
JOHNSON & JOHNSON	13,810	16,631
JONES LANG LASALLE INC	40,945	40,502
JPMORGAN CHASE & CO	17,723	34,039
L3HARRIS TECHNOLOGIES INC	3,873	14,089
LAUDER ESTEE COS INC CL A	11,574	7,723
LEIDOS HOLDINGS INC	40,050	38,896
LINDE PLC	12,978	33,075
LINDE PLC	8,009	20,515
LOUISIANA PACIFIC CORP	44,005	42,248
LOWES COMPANIES INC	6,666	34,305
MARRIOTT INTL INC	3,524	5,300
MARSH AND MC LENNAN COMPANIES INC	8,442	19,542
MASTERCARD INC CL A	13,186	22,643
MASTERCARD INC CL A	30,624	59,502
MCDONALDS CORP	4,477	13,335
MERCADOLIBRE INC	14,185	17,004
META PLATFORMS INC	22,595	43,913
META PLATFORMS INC	24,236	49,183
MICROSOFT CORP	20,393	56,060
MICROSOFT CORP	7,092	75,027
MICROSOFT CORP	48,583	62,382
MOODY'S CORP	6,316	8,994
MOODY'S CORP	9,152	14,201
MOODY'S CORP	26,580	33,609
MSCI INC	11,226	14,400
NETFLIX.COM INC	20,800	35,653
NEWS CORP	26,794	32,225
NEXTERA ENERGY INC	4,081	11,829
NIKE INC CLASS B	15,755	13,848
NIKE INC CLASS B	9,287	9,534
NOVO NORDISK	11,437	12,215
NRG ENERGY INC	29,386	37,171
NVIDIA CORP	19,850	52,642
NVIDIA CORP	27,012	82,857
ONEOK INC	30,920	33,935
O'REILLY AUTOMOTIVE INC	10,050	11,858
O'REILLY AUTOMOTIVE INC	4,670	13,044
PALO ALTO NETWORKS	5,208	5,823
PALO ALTO NETWORKS	33,257	33,117
PAYCHEX INC	5,479	18,509
PAYPAL HOLDINGS INC	16,493	18,265
PEPSICO INCORPORATED	8,295	12,317
PHILLIPS 66	12,037	17,887
PPG INDUSTRIES INC	7,375	5,853
PROCTER & GAMBLE CO	7,927	14,418
PROGRESSIVE CORP	8,810	9,584
S&P GLOBAL INC	12,216	16,435
S&P GLOBAL INC	26,536	48,309
SALESFORCE INC.	9,125	11,033
SERVICENOW INC.	8,353	15,902
SNOWFLAKE INC	7,533	6,485
SPOTIFY TECHNOLOGY	6,012	5,816
STARBUCKS CORP	13,579	13,049
STARBUCKS CORP	6,609	10,403
TARGET CORP	5,368	10,003
TE CONNECTIVITY LTD	8,192	11,867
TESLA INC	18,281	29,480
THERMO FISHER SCIENTIFIC INC	43,861	54,624
TJX COS NEW	24,146	50,136
TJX COS NEW	3,682	5,557
TRADE DESK INC	7,665	10,460
UBER TECHNOLOGIES INC	7,936	10,194
UNITEDHEALTH GROUP INC	15,427	18,211
VERALTO CORPORATION	9,106	14,157
VERISIGN INC	25,923	27,319
VERISK ANALYTICS INC	23,997	42,692
VERTEX PHARMCEUTICALS INC	12,021	12,081
VERTIV HOLDINGS LLC	6,471	6,589
VISA INC CLASS A	11,960	16,750
VISA INC CLASS A	30,946	59,416
VISTA CORP	29,477	44,256
WALMART INC	14,301	16,173
WALMART STORES INC	3,866	12,739
WEC ENERGY GROUP INC	6,364	9,122
WEST PHARMACEUTICAL SVCS INC	11,845	13,430
XYLEM INC	19,712	27,961
ZOETIS INC	15,866	13,523
ZOETIS INC CLASS	19,066	39,266

- TIN:

TY 2024 LandEtcSchedule2

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
FURNITURE - LOBBY	6,220	6,220	0
FURNITURE - CONFERENCE	8,908	8,908	0
FURNITURE - WORK A	1,944	1,944	0
FURNITURE - PMW OFFICE	3,637	3,637	0
FURNITURE - SRW OFFICE	11,716	11,716	0
FURNITURE - EAW OFFICE	11,045	11,045	0
FURNITURE - OTHER	2,002	2,002	0
TABLETOPS	859	859	0
ARMOIRE	1,574	1,574	0
REFRIGERATOR	612	612	0
STANDING DESK	395	395	0
4 COMPUTERS	6,662	6,662	0
PRINTER	882	882	0
LAPTOP	2,215	2,215	0
LAPTOP	1,016	1,016	0
LAPTOP	1,016	1,016	0
DESKTOP	1,161	1,161	0
LAPTOP	1,922	1,922	0
LAPTOP	1,020	102	918
LAPTOP	652	65	587

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description	Amount
COST BASIS ADJUSTMENT	15,994

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
ADR FEES	26	26	0
BANK FEES	153	0	153
BROKER FEES	51,796	51,796	0
CONSULTING	9,215	0	9,215
DUES & SUBSCRIPTIONS	17,854	0	17,854
EQUIPMENT	62	0	62
LIABILITY INSURANCE	2,770	0	2,770
MISCELLANEOUS	619	0	619
OFFICE SUPPLIES	919	0	919
PARKING	9,960	0	9,960
PAYCHEX EXPENSE	5,297	0	5,297
POSTAGE	111	0	111
TELEPHONE & INTERNET	3,585	0	3,585
WEBSITE	175	0	175
PRINTING	207	0	207
PROGRAM OVERSIGHT	398	0	398
SPONSORSHIPS	1,200	0	1,200

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
WELLS FARGO XX6343	153	153	153

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Description	Amount
NONDIVIDEND DISTRIBUTION	290

- TIN:

TY 2024 TaxesSchedule

Name:

THE WEST FOUNDATION INC

EIN:

23-7416727

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PAYROLL TAXES	17,320	0		17,320
FEDERAL 990 PF	5,560	0		0