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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
INDIANAPOLIS
State or province
IN
Country  
ZIP or foreign postal code
462045174
A Employer identification number

23-7416727
B Telephone number (see instructions)

3179720204
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,071,912J 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 .................
3 Interest on savings and temporary cash investments 2,553 2,553  
4 Dividends and interest from securities... 37,617 37,617  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 529,022
b Gross sales price for all assets on line 6a 1,881,041
7 Capital gain net income (from Part IV, line 2)... 529,022
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 569,192 569,192  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,686 0   95,686
14 Other employee salaries and wages...... 133,991 0   133,991
15 Pension plans, employee benefits....... 36,931 0   36,931
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,905 3,905   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
28,406 0   18,106
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
334 0  
20 Occupancy.............. 48,115 0   48,115
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
121,610 51,469   70,141
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 468,978 55,374   402,970
25 Contributions, gifts, grants paid....... 290,678 290,678
26 Total expenses and disbursements. Add lines 24 and 25 ................ 759,656 55,374   693,648
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -190,464
b Net investment income (if negative, enter -0-) 513,818
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 386,597 199,737 199,737
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).....      
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)....... 2,459,558 Click to see attachment
List of Attached Documents:
// Content
2,473,436 		3,871,004
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) 64,287 1,505 Click to see attachment
List of Attached Documents:
// Content
1,171 		1,171
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,847,660 2,674,344 4,071,912
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances 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 -1,023,325 -1,196,641
29 Total net assets or fund balances (see instructions)..... 2,847,660 2,674,344
30 Total liabilities and net assets/fund balances (see instructions). 2,847,660 2,674,344
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
2,847,660
2
Enter amount from Part I, line 27a .....................
2
-190,464
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
17,148
4
Add lines 1, 2, and 3 ..........................
4
2,674,344
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,674,344
Form 990-PF (2025)
Form 990-PF (2025)
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 2025-09-24 2025-12-31
b WELLS FARGO #1934 P 2025-09-24 2025-12-31
c WELLS FARGO #5584 P 2025-12-19 2025-12-31
d WELLS FARGO #5584 P 2025-12-19 2025-12-31
e WELLS FARGO #6343 P 2025-07-24 2025-12-31
WELLS FARGO #6343 P 2025-07-24 2025-12-31
WELLS FARGO #6873 P 2025-06-24 2025-12-31
WELLS FARGO #6873 P 2025-06-24 2025-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 99,918   108,008 -8,090
b 328,758   208,573 120,185
c 3,302   3,686 -384
d 394,037   168,559 225,478
e 440,837   490,733 -49,896
466,210   275,659 190,551
6,403   7,270 -867
141,576   89,531 52,045
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       -8,090
b       120,185
c       -384
d       225,478
e       -49,896
      190,551
      -867
      52,045
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 2 529,022
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 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 7,142
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 7,142
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 7,142
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 8,026
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,026
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 884
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax884 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IN
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 2025 or the taxable year beginning in 2025? 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 addressTHEWESTFOUNDATION.ORG
14
The books are in care ofDANI ROTH Telephone no. (317) 972-0204

Located at111 MONUMENT CIRCLE STE 220INDIANAPOLISIN ZIP+446204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EMILY WEST EXECUTIVE DIRECTOR
40.00 		95,686 0 0
332 N EAST STREET
INDIANAPOLIS,IN46202
REBEKAH JONES DIRECTOR
0.00 		0 0 0
3602 IRON GATE DRIVE
VALPARAISO,IN46385
SUZANNA BLOOM DIRECTOR
0.00 		0 0 0
367 LAKE VIEW ROAD
HAYDEN,CO81639
DANIELE ROTH-LARRISON OFFICE MANAGER
40.00 		58,745 0 0
266 S AUDUBON RD
INDIANAPOLIS,IN46219
JORDAN DAVIS DIRECTOR
0.00 		0 0 0
512 WEST SKYLINE DRIVE
BLOOMINGTON,IN47404
EMILY RICE PROGRAM AND COMMUNICATIONS OFFICER
40.00 		75,246 0 0
9802 CAREFREE DRIVE
INDIANAPOLIS,IN46256
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
EMILY WEST EXECUTIVE DIRECTOR
40.00 		95,686 0 0
332 N EAST ST
INDIANAPOLIS,IN46202
EMILY RICE PROGRAM AND COMMUNIC
40.00 		75,246 0 0
9802 CAREFREE DRIVE
INDIANAPOLIS,IN46256
DANIELE ROTH-LARRISON OFFICE MANAGER
40.00 		58,745 0 0
266 S AUDUBON RD
INDIANAPOLIS,IN46219
DEBRA DES VIGNES PROGRAM AND COMMUNIC
40.00 		0 0 0
1701 N DELAWARE ST 4
INDIANAPOLIS,IN46202
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 SEE PART XV FOR LIST OF CONTRIBUTIONS 290,678
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,936,951
b
Average of monthly cash balances.......................
1b
265,153
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,202,104
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
4,202,104
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,032
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,139,072
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
206,954
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
206,954
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,142
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,142
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
199,812
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
199,812
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
199,812
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, line 26, column (d) ..........
1a
693,648
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
693,648
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 199,812
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 1,331
b From 2021...... 43,427
c From 2022...... 134,894
d From 2023...... 214,904
e From 2024...... 439,361
f Total of lines 3a through e ........ 833,917
4Qualifying distributions for 2025 from Part
XI, line 4: $ 693,648
a Applied to 2024, 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 2025 distributable amount..... 199,812
e Remaining amount distributed out of corpus 493,836
5 Excess distributions carryover applied to 2025. 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 1,327,753
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		1,331
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,326,422
10 Analysis of line 9:
a Excess from 2021 .... 43,427
b Excess from 2022 .... 134,894
c Excess from 2023 .... 214,904
d Excess from 2024 .... 439,361
e Excess from 2025 .... 493,836
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

AFRICAN WILDLIFE FOUNDATION

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

BUILDING TOMORROW

615 N ALABAMA ST SUITE 430
INDIANAPOLIS,IN46204 		NO RELATION   UNRESTRICTED - EDUCATIONAL PROGRAMS IN UGANDA 10,000

COMPANION COMMUNITY DEVELOPMENT ALTERNATIVES

5055 W 15TH STREET
INDIANAPOLIS,IN46224 		NO RELATION   UNRESTRICTED SOLAR POWER AND CLEAN WATER PROJECTS IN SALVADORAN AND NICARAGUAN VILLAGES 13,178

COOPERATIVE FOR ASSISTANCE & RELIEF EVERYWHERE INC

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

COOPERATIVE FOR EDUCATION

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

EDUCATE

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

GOODWEAVE INTERNATIONAL

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

H2O FOR LIFE

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

HESPERIAN HEALTH GUIDES

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

MALI HEALTH

PO BOX 51632
DURHAM,NC27717 		NO RELATION   MATERNAL AND CHILD HEALTH PROGRAMS IN BAMAKO 10,000

MOTHERS 2 MOTHERS

7441 WEST SUNSET BOULEVARD SUITE
205
LOS ANGELES,CA90046 		NO RELATION   UNRESTRICTED EMPOWER WOMEN TO ELIMINATE PEDIATRIC AIDS 17,500

NUTURING MINDS INC

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

OPPORTUNITY INTERNATIONAL

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

PLANT WITH PURPOSE

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

PROLITERACY

308 MALTBIE STREET 100
SYRACUSE,NY13204 		NO RELATION   AFRICAN WOMEN'S HEALTH LITERACY PROJECT 10,000

READ GLOBAL

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

SHARED INTEREST

121 WEST 27TH STREET SUITE 805
NEW YORK,NY10001 		NO RELATION   UPDATE 5 YEAR STRATEGIC PLAN TO REFLECT COVID IMPACT AND LEADERSHIP TRANSISTION. 10,000

SMILES FOREVER

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

STRATEGIES FOR INTERNATIONAL DEVELOPMENT (SID)

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

TECHNOSERVE

1777 NORTH KENT STREET SUITE 1100
ARLINGTON,VA22209 		NO RELATION   SMALLHOLDER WOMEN COCOA FARMERS IN PERU 10,000

TRICKLE UP

104 WEST 27TH ST 12TH FLOOR
NEW YORK,NY10001 		NO RELATION   UNRESTRICTED - POVERTY ELIMINATION 15,000

UBUNTU PATHWAYS INC

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

VILLAGE ENTERPRISE

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

VISIONSPRING

505 8TH AVENUE SUITE 12A-07
NEW YORK,NY10018 		NO RELATION   DEVELOPMENT OF INTERNSHIP FOR WOMEN OF COLOR IN LOGISTICS 10,000

WATER FOR GOOD

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

HOPE IGNITES

5257 SHAW AVENUE SUITE 202
ST LOUIS,MO63110 		NO RELATION   GENERAL FUND 10,000
Total ................................. 3a 290,678
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,553  
4 Dividends and interest from securities ....     14 37,617  
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 ............ 		    18 529,022  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 569,192 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
569,192
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 NOT APPLICABLE
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 3,905 3,905   0

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

TY 2025 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 Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE - LOBBY 1996-06-11 6,220 6,220 200DB 7.000000000000 0 0    
FURNITURE - CONFERENCE 1996-04-15 8,908 8,908 200DB 7.000000000000 0 0    
FURNITURE - WORK A 1996-03-20 1,944 1,944 200DB 7.000000000000 0 0    
FURNITURE - PMW OFFICE 1996-05-25 3,637 3,637 200DB 7.000000000000 0 0    
FURNITURE - SRW OFFICE 1996-06-10 11,716 11,716 200DB 7.000000000000 0 0    
FURNITURE - EAW OFFICE 1996-04-30 11,045 11,045 200DB 7.000000000000 0 0    
FURNITURE - OTHER 1996-09-15 2,002 2,002 200DB 7.000000000000 0 0    
TABLETOPS 1997-05-09 859 859 200DB 7.000000000000 0 0    
ARMOIRE 1997-05-22 1,574 1,574 200DB 7.000000000000 0 0    
REFRIGERATOR 2017-07-01 612 306 200DB 5.000000000000 0 0    
STANDING DESK 2017-07-01 395 197 200DB 5.000000000000 0 0    
4 COMPUTERS 2017-07-01 6,662 3,331 200DB 5.000000000000 0 0    
PRINTER 2017-07-01 882 441 200DB 5.000000000000 0 0    
LAPTOP 2021-11-11 2,215   200DB 5.000000000000 0 0    
LAPTOP 2021-12-16 1,016   200DB 5.000000000000 0 0    
LAPTOP 2022-02-07 1,016   200DB 5.000000000000 0 0    
DESKTOP 2022-03-09 1,161   200DB 5.000000000000 0 0    
LAPTOP 2022-03-10 1,922   200DB 5.000000000000 0 0    
LAPTOP 2024-07-01 1,020 102 SL 5.000000000000 204 0    
LAPTOP 2024-07-01 652 65 SL 5.000000000000 130 0    

TY 2025 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 6,184 18,418
ACCENTURE PRC IRELAND 15,234 19,854
ADIDAS 5,667 4,646
ADOBE SYSTEMS INC 13,120 9,800
ADVANCED MICRO DEVICES INC 13,236 15,420
AFLAC INC 4,535 14,776
AGILENT TECH INC 26,099 26,670
AIR PRODUCTS & CHEMICALS INC 11,255 10,869
ALPHABET INC 40,194 65,898
ALPHABET INC NON VOTING CAP STK CL C 18,575 49,580
AMAZON COM INC 41,411 70,631
AMERICAN TOWER CORP 25,208 25,107
AMERICAN TOWER CORP 9,989 7,023
AMGEN INC 11,177 20,293
AMPHENOL CORP NEW CL A 5,167 32,298
ANALOG DEVICES INC 5,297 29,290
AON PLC CLASS A 5,134 10,234
APPLE INC 36,890 53,556
APPLE INC 29,316 77,480
APPLOVIN CORP 11,273 16,846
AUTOMATIC DATA PROCESSING 4,799 18,778
AXON ENTERPRISES INC. 13,045 38,619
BALL CORP 11,590 7,151
BANK NEW YORK MELLON CORP 38,052 54,214
BLACKROCK INC 7,796 19,266
BOEING CO 14,442 17,152
BROADCOM INC. 17,955 50,531
BROADCOM INC. 23,905 50,877
CADENCE DESIGN SYSTEMS INC. 13,603 15,629
CARLISLE COMPANIES INC 6,780 4,798
CHEVRON CORPORATION 16,433 15,698
CHUBB CORP 5,290 14,982
CISCO SYSTEMS INC 9,473 20,644
CMS ENERGY CORP 9,915 10,140
CONSTELLATION ENERGY CORP 8,339 44,865
COSTCO WHSL CORP 8,198 12,935
COSTCO WHSL CORP 8,584 15,522
COSTCO WHSL CORP 1,795 5,174
CROWDSTRIKE HLDGS INC 8,340 13,594
CROWN CASTLE INTERNATIONAL CORP 10,441 8,176
CURTISS-WRIGHT CORP 19,990 55,127
DANAHER CORP 43,873 51,049
DATADOG INC 7,579 7,887
DISNEY WALT COMPANY 13,155 13,994
DOLLAR GENERAL CORP 15,117 18,189
DT MIDSTREAM INC 33,148 54,933
ECOLAB INC 21,020 35,178
EDWARDS LIFESCIENCE CORP 8,738 9,974
ELI LILLY & CO 19,756 40,838
EMERSON ELECTRIC CO 6,914 14,334
EQUIFAX INC 27,770 25,170
FACTSET RESEARCH SYSTEMS INC 3,700 9,576
GARTNER INC 10,186 18,164
GE AEROSPACE 8,736 16,018
GE AEROSPACE 10,501 17,250
GENL DYNAMICS CORP COM 3,681 14,140
GOLDMAN SACHS GROUP INC 4,892 9,669
GRAINGER W W INC 6,641 14,127
HILTON WORLDWIDE HOLDINGS INC 7,561 8,905
IDEX CORP 8,854 11,744
IDEXX LABORATORIES INC 15,760 25,032
ILLINOIS TOOL WORKS INC 5,245 17,487
INDUSTRIA DE DISENO TEXTILE 6,016 6,897
INTERCONTINENTAL EXCHANGE 9,593 21,217
INTUIT INC 18,457 26,497
INTUITIVE SURGICAL INC 3,113 7,929
INTUITIVE SURGICAL INC COM NEW 5,097 10,761
JOHNSON & JOHNSON 12,995 21,937
JPMORGAN CHASE & CO 16,540 42,211
L3HARRIS TECHNOLOGIES INC 3,610 18,201
LAUDER ESTEE COS INC CL A 10,579 9,530
LINDE PLC 10,363 26,863
LINDE PLC 7,355 19,188
LOWES COMPANIES INC 4,612 22,910
MARSH AND MC LENNAN COMPANIES INC 15,537 21,149
MASTERCARD INC CL A 13,255 19,981
MASTERCARD INC CL A 27,874 49,667
MCDONALDS CORP 4,090 12,836
META PLATFORMS INC 18,422 39,605
META PLATFORMS INC 19,945 37,625
MICROSOFT CORP 16,824 46,911
MICROSOFT CORP 6,134 71,576
MICROSOFT CORP 39,931 56,100
MOODY'S CORP 7,733 12,771
MSCI INC 12,187 14,343
NETFLIX.COM INC 14,779 21,096
NEXTERA ENERGY INC 3,763 12,042
NIKE INC CLASS B 8,595 7,199
NRG ENERGY INC 22,681 50,638
NVIDIA CORP 17,669 59,680
NVIDIA CORP 25,032 94,742
O'REILLY AUTOMOTIVE INC 7,493 8,665
O'REILLY AUTOMOTIVE INC 3,085 9,942
PALO ALTO NETWORKS 26,679 26,893
PAYCHEX INC 2,848 7,292
PAYPAL HOLDINGS INC 13,879 10,625
PEPSICO INCORPORATED 8,295 11,625
PHILLIPS 66 9,681 16,259
PROCTER & GAMBLE CO 7,927 12,325
S&P GLOBAL INC 11,489 16,200
S&P GLOBAL INC 22,953 41,807
SERVICENOW INC. 9,351 10,723
SNOWFLAKE INC 13,575 14,697
SPOTIFY TECHNOLOGY 10,933 12,776
STARBUCKS CORP 13,579 12,042
STARBUCKS CORP 4,664 6,568
TE CONNECTIVITY LTD 5,248 10,920
TESLA INC 23,060 35,978
THERMO FISHER SCIENTIFIC INC 41,730 50,992
TJX COS NEW 16,756 41,014
UBER TECHNOLOGIES INC 3,266 3,677
VERALTO CORPORATION 8,410 11,475
VERISIGN INC 24,931 29,883
VERISK ANALYTICS INC 43,045 49,212
VERTEX PHARMCEUTICALS INC 10,973 10,881
VISA INC CLASS A 11,449 16,834
VISA INC CLASS A 31,216 51,554
VISTA CORP 23,600 41,462
WALMART INC 12,049 16,377
WALMART STORES INC 3,586 14,483
WEC ENERGY GROUP INC 5,776 9,280
WEST PHARMACEUTICAL SVCS INC 21,288 21,736
XYLEM INC 16,655 27,058
ZOETIS INC 14,367 9,437
ZOETIS INC CLASS 32,112 37,117
ALPHABET INC 23,114 42,255
AMERICAN EXPRESS COMPANY 17,701 19,977
CONSTELLATION ENERGY CORP 12,425 15,544
ELI LILLY & CO 17,832 23,643
META PLATFORMS INC 25,742 26,404
PROLOGIS INC 8,517 10,340
SHERWIN WILLIAMS CO 8,858 8,425
COPART INC 11,802 9,827
REVVITY INC 11,342 11,223
TYLER TECHNOLOGIES INC 5,312 4,086
AMPHENOL CORP 38,116 52,975
CARDINAL HEALTH INC 34,962 45,416
CARPENTER TECHNOLOGY CORP 35,480 40,614
EBAY INC 30,479 28,133
GOLDMAN SACHS GROUP INC 30,745 36,039
INTERNATIONAL BUSINESS MACHINE CORP 37,807 39,396
JOHNSON & JOHNSON 30,877 31,663
MEDPACE HOLDINGS INC 39,438 37,069
UNITED AIRLINES HOLDINGS INC 35,478 40,367
TENET HEALTHCARE CORP 31,591 29,609
ROIVANT SCIENCES LTD 43,161 46,547
PALANTIR TECHNOLOGIES INC 34,297 52,436
NEWMONT CORP 37,840 44,333
TOAST INC 6,071 4,865
TEXAS INSTRUMENTS INC 6,156 6,072
TAIWAN SEMICONDUCTOR MFG CO LTD 10,464 16,106
SHOPIFY INC 10,828 13,521
ORACLE CORPORATION 17,187 11,500
MERCK & CO INC 2,830 2,842
KKR & CO INC 4,624 3,569
CONSTELLATION ENERGY CORP 13,505 16,604
BOSTON SCIENTIFIC CORP 6,922 6,388
AXON ENTERPRISE INC 6,983 6,815
AMPHENOL CORP 9,668 10,271

TY 2025 LandEtcSchedule2
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market 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 1,020 306 714  
LAPTOP 652 195 457  


TY 2025 OtherExpensesSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 37 37   0
BANK FEES 740 0   740
BROKER FEES 51,432 51,432   0
CONSULTING 5,060 0   5,060
DUES & SUBSCRIPTIONS 33,370 0   33,370
EQUIPMENT 1,651 0   1,651
LIABILITY INSURANCE 2,837 0   2,837
MISCELLANEOUS 1,146 0   1,146
OFFICE SUPPLIES 341 0   341
PARKING 10,120 0   10,120
PAYCHEX EXPENSE 9,969 0   9,969
POSTAGE 295 0   295
TELEPHONE & INTERNET 3,593 0   3,593
WEBSITE 99 0   99
PROGRAM OVERSIGHT 920 0   920


TY 2025 OtherIncreasesSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Description Amount
NONDIVIDEND DISTRIBUTION 81
COST BASIS ADJUSTMENT 17,067


TY 2025 TaxesSchedule
Name:
THE WEST FOUNDATION INC
EIN:
23-7416727
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 18,106 0   18,106
FEDERAL 990 PF 10,300 0   0