2025-04-21T14:26:25-05:00 2024-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990PF 2024-01-01 760481204 THE WEST ENDOWMENT WEST 7139619699 PO BOX 491 HOUSTON TX 770010491 WILLIAM WEST LLOYD PRESIDENT 7139619699 2025-04-18 1 1 JULIE BOYER P01278549 2187275025 2025-04-18 2024 2025-03-06 01:10:19Z X 12510943 X 0 X 119533 119533 336601 336601 685103 3099928 685103 129104 129104 1270341 1270341 0 0 0 363 181 182 7928 3964 3964 50402 50402 0 24867 8081 0 3198 101 3097 86758 62729 7243 548000 548000 634758 62729 555243 635583 1207612 2226285 931128 931128 1845 1254 1254 3874552 4402826 4434158 2089248 2196290 4014935 1305855 2587895 2601993 251680 252153 252673 1589 15091 274802 9751054 10386637 12510943 0 0 X 8335924 9021027 0 0 1415130 1365610 9751054 10386637 9751054 10386637 9751054 635583 0 10386637 0 10386637 PUBLICLY TRADED SECURITIES 3098835 2414825 684010 684010 CAPITAL GAINS DIVIDENDS P 1093 1093 1093 685103 16786 0 16786 0 16786 18040 0 0 0 18040 0 1254 1254 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A THE WEST ENDOWMENT 7139619699 1600 WEST LOOP SOUTH SUITE 2620 HOUSTON TX 77027 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGENE WEST LLOYD PO BOX 491 HOUSTON TX 77001 VP, TREASURER & ASST SEC/DIRECTOR 2.00 0 0 0 WILLIAM WEST LLOYD PO BOX 491 HOUSTON TX 77001 PRESIDENT/DIRECTOR 2.00 0 0 0 RONALD S WEBSTER PO BOX 491 HOUSTON TX 77001 SECRETARY/DIRECTOR 0.39 0 0 0 ROGER A SOAPE PO BOX 491 HOUSTON TX 77001 VP/DIRECTOR 0.20 0 0 0 PETER K JAMESON PO BOX 491 HOUSTON TX 77001 DIRECTOR 0.08 0 0 0 KAREN SCOGGINS PO BOX 491 HOUSTON TX 77001 ASST TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 9175049 2777811 269520 12222380 0 0 12222380 183336 12039044 601952 601952 16786 16786 585166 0 585166 0 585166 555243 0 555243 585166 548700 0 0 555243 548700 0 0 6543 0 0 0 0 0 0 0 0 578623 0 0 0 MARGENE WEST LLOYD COORDINATOR OF GRANTS PO BOX 491 HOUSTON TX 77001 7139619699 LETTER FORM SPECIFYING PURPOSE OF APPLICATION AND AMOUNT OF CONTRIBUTION REQUESTED. NONE THE WEST ENDOWMENT WAS ORGANIZED FOR THE PURPOSE OF MAKING CHARITABLE CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND/OR EDUCATIONAL ORGANIZATIONS WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE WEST ENDOWMENT DOES NOT MAKE GRANTS TO INDIVIDUALS. IN CONSIDERING REQUESTS FOR GRANTS, THE ENDOWMENT PLACES PRIORITY ON ORGANIZATIONS AND PROGRAMS SERVING HARRIS COUNTY AND THE STATE OF TEXAS. ANNUNCIATION ORTHODOX SCHOOL 3600 YOAKUM BOULEVARD HOUSTON TX 770064240 N/A PC LIGHT THE WAY CAPITAL CAMPAIGN 100000 BROOKWOOD COMMUNITY 1752 FM 1489 BROOKSHIRE TX 77423 N/A PC PHASE IX TYPE B GROUP HOMES 85000 MEMORIAL PARK CONSERVANCY INC 7575 NORTH PICINC LANE HOUSTON TX 77007 N/A PC PRESERVE AND MAINTAIN THE PARK FOR PUBLIC USE, ENJOYMENT AND EDUCATION. 50000 NEURO ASSISTANCE FOUNDATION 2320 BRIDGEWOOD DRIVE KELLER TX 76262 N/A PC PROGRAMS AND SERVICES SUPPORTING MOBILITY AND INDEPENDENCE FOR THOSE WITH SPINAL CORD INJURIES AND DISABILITIES. 10000 ST ANDREWS CHURCH AND SCHOOL INC 722 ROBINHOOD PLACE SAN ANTONIO TX 78209 N/A PC TO ENHANCE THE FACILITIES AND LEARNING ENVIRONMENT FOR THE STUDENT BODY. 25000 CINCO CHARITIES INC DBA THE BALLARD HOUSE 21421 CINCO PARK ROAD KATY TX 77450 N/A PC TO PROVIDE FREE TEMPORARY HOUSING AND HOSPITALITY TO VISITING HOSPITAL PATIENTS AND THEIR FAMILIES. 8000 COMMUNITIES IN SCHOOLS OF HOUSTON INC 1111 NORTH LOOP WEST SUITE 300 HOUSTON TX 77008 N/A PC TO PROVIDE DENTAL EDUCATION AND CARE TO TITLE 1 ELEMENTARY STUDENTS. 15000 EPILEPSY FOUNDATION OF TEXAS 2401 FOUNTAIN VIEW DRIVE SUITE 900 HOUSTON TX 77057 N/A PC IMPROVING THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, RESEARCH, AND CONNECTION. 15000 HOUSTON HOSPICE 1905 HOLCOMBE BOULEVARD HOUSTON TX 770304123 N/A PC DIGNIFIED, COMPASSIONATE CARE FOR TERMINALLY ILL PATIENTS AND COMFORT AND GUIDANCE FOR THEIR FAMILIES. 25000 HOUSTON METHODIST HOSPITAL FOUNDATION PO BOX 4384 HOUSTON TX 772104384 N/A PC HOUSTON METHODIST WILLOWBROOK MEDICAL TRAINING AND EDUCATION FUND. 45000 LEUKEMIA & LYMPHOMA SOCIETY INC TEXAS GULF COAST CHAPTER 5090 RICHMOND AVE 147 HOUSTON TX 77056 N/A PC INVEST IN INNOVATIVE RESEARCH AND HELP DELIVER SAFER, MORE EFFECTIVE TREATMENTS. 45000 TRINITY SCHOOL OF MIDLAND TEXAS 3500 WEST WADLEY AVENUE MIDLAND TX 79707 N/A PC LIGHT THE WAY CAPITAL CAMPAIGN 90000 OUTREACH CENTER OF WEST HOUSTON 725 BATESWOOD SUITE 270 HOUSTON TX 77079 N/A PC BUILDING FOR THE FUTURE CAMPAIGN 35000 548000 0 14 119533 14 336601 01 129104 18 685103 0 1270341 0 1270341 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7928 3964 3964 SUPPLEMENT TO PART VI-B, QUESTIONS 1A (3) MAIN FORM THE TAXPAYER RECEIVES ADMINISTRATIVE SERVICES AND THE USE OFFACILITIES FREE OF CHARGE FROM DOMINION CORPORATION, WHICHIS OWNED IN PART BY CERTAIN FOUNDATION MANAGERS. SUCH SERVICESARE IN THE FORM OF OFFICE SPACE, SUPPLIES AND OFFICEPERSONNEL TO PERFORM ADMINISTRATIVE AND ACCOUNTING DUTIES.THE USE OF THE SERVICE AND FACILITIES IS NOT SELF DEALINGACTIVITY SINCE THE TAXPAYER IS USING THESE ITEMS EXCLUSIVELYFOR TAX EXEMPT PURPOSES AND THEY ARE BEING FURNISHED WITHOUTCHARGE. (IRC SECTION 4941 AND REGULATION 53.4941(D)-3) ALLEGHENY LUDLUM CORP DEBENTURE UNSECURED 6.95% 12/15/2025 27923 30221 AMAZON.COM INC NOTE CLBL 4.55% 12/01/2027 201702 201202 BANK OF AMERICA CORP NOTE CLBL 5.40% 01/25/2028 500000 499085 BRISTOL-MYERS SQUIBB CO NOTE CLBL 3.45% 11/15/2027 53815 53463 CAPITAL ONE FINANCIAL CORP NOTE M/W CLBL 4.2% 10/29/2025 25013 24836 CARPENTER TECHNOLOGY CORP NOTE M/W CLBL 6.375% 07/15/2028 33603 35005 CORECIVIC INC NOTE M/W CLBL 4.75% 10/15/2027 32250 34149 FULLER (HB) CO NOTE M/W CLBL 4.0% 02/15/2027 32890 33674 HOWMET AEROSPACE INC NOTE M/W CLBL 3.0% 01/15/2029 44959 46406 JACKSON FINANCIAL INC NOTE M/W CLBL 5.17% 06/08/2027 50188 50215 KOHLS CORPORATION NOTE M/W CLBL 4.25% 07/17/2025 49035 49368 M/I HOMES INC NOTE CLBL 4.95% 02/01/2028 32323 33812 MAIN STREET CAPITAL CORP NOTE CLBL 6.95% 03/01/2029 303683 311889 METHANEX CORP NOTE M/W CLBL 5.125% 10/15/2027 33467 34255 NORTHERN TRUST CORP NOTE CLBL 3.65% 08/03/2028 195032 193122 PEPSICO INC NOTE CLBL 3.60% 02/18/2028 195742 194524 TEXAS INSTRUMENTS INC NOTE CLBL 4.60% 02/08/2029 201418 199458 TOLL BROS FINANCE CORP NOTE M/W CLBL 4.875% 11/15/2025 19948 19993 TOYOTA MOTOR CREDIT CORP NOTE MT CLBL 4.55% 08/09/2029 199314 197554 TRANSMONTAIGNE PARTNERS LP NOTE CLBL 6.125% 02/15/2026 30590 34792 TREEHOUSE FOODS INC NOTE CLBL 4.0% 09/01/2028 29435 31780 UNILEVER CAPITAL CORP NOTE CLBL 3.50% 03/22/2028 194784 193620 UNITEDHEALTH GROUP INC NOTE CLBL 4.70% 04/15/2029 100781 99570 ADOBE INC COM 36251 88936 ALPHABET INC CL C 125762 133308 AMAZON.COM INC COM 22290 219390 AMERICAN EXPRESS CO. 57939 59358 APOLLO GLOBAL MANAGEMENT INC COM CL A 22304 123870 APPLE INC COM 101156 287983 ARISTA NETWORKS INC 66118 99477 BANK OF AMERICA CORP 38384 58893 BROADCOM INC 130032 172721 CHART INDUSTRIES INC 21842 23855 COCA COLA CO 12618 12452 CONOCOPHILLIPS 41432 40660 CONSTELLATION BRANDS INC COM 11243 22100 DIAMONDBACK ENERGY INC. 20295 20479 EMERSON ELECTRIC CO 42000 39658 EVERGY INC COM 28472 38469 EXXON MOBIL CORP 27437 80678 FTAI AVIATION LTD 23815 21606 HOME DEPOT INC 91239 87523 HONEYWELL INTERNATIONAL INC 35010 33883 IDEXX LABORATORIES INC COM 7578 72352 INTUITIVE SURGICAL INC COM 9954 120051 JOHNSON & JOHNSON 13208 57848 JP MORGAN CHASE & CO COM 46520 119855 KRAFT HEINZ CO 17212 16890 LILLY ELI & CO 40239 38600 LINDE PLC 45569 41867 MARRIOTT INTERNATIONAL INC COM CL A 19760 55788 MARTIN MARIETTA MATLS INC 42306 36155 MASTERCARD INC COM CL A 10746 105314 MERCK & CO INC 41139 41284 MICROSOFT CORP 149330 204427 NETFLIX INC 42326 44566 NVIDIA CORP COM 7668 295438 OGE ENERGY CORP COM 83407 113437 PALO ALTO NETWORKS INC 41875 38212 PARKER HANNIFIN CORP 73685 85864 PEPSICO INC 8239 7603 PERMIAN RESOURCES CORP CL A 20495 19916 PHILLIPS 66 28303 59813 PROCTER & GAMBLE CO 8333 8382 PRUDENTIAL FINANCIAL INC 50987 65191 SALESFORCE INC 16939 133732 STARWOOD PROPERTY TRUST INC REIT 30515 33163 T-MOBILE US INC 19688 66219 TEXAS ROADHOUSE INC 32423 63151 TRANSDIGM GROUP INC 46856 44355 UNION PACIFIC CORP 41627 39907 UNITEDHEALTH GROUP INC 69487 101172 VISA INC 40333 41085 WALMART INC COM 26553 81315 WASTE CONNECTIONS INC 23414 21448 WATSCO INC 48433 42650 ZOETIS INC 35504 32586 4402826 4434158 0 0 DIVIDENDS RECEIVABLE AT COST 2153 2153 M STANLEY CD 5.25% 3/24/25 250K AT COST 250000 250520 LEGAL FEES 363 181 182 OIL AND GAS ROYALTY PROPERTIES 1589 1589 261300 ACCRUED INTEREST PURCHASED 0 11658 11658 PREPAID INS (D&O) 0 1844 1844 LIABILITY INSURANCE (D&O) 922 0 922 MEETING EXPENSES 2175 0 2175 INVESTMENT EXPENSES 101 101 0 OIL & GAS ROYALTIES 128515 128515 128515 OTHER INVESTMENT INCOME 589 589 589 AD VALOREM CONSULTANT 325 325 0 INVESTMENT ADVISOR 50077 50077 0 PRODUCTION TAXES - ROYALTIES 5818 5818 0 AD VALOREM TAXES 1929 1929 0 EXCISE & INCOME TAX 16786 0 0 FOREIGN TAX ON DIVIDENDS 334 334 0