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Nonprofit · EIN 20-4720365

WEST FAMILY FOUNDATION

Tax-exempt · JACKSONVILLE, OR 97530

Financials

$434K$526K2023$829K$584K2024$770K$587K2025
Revenue Expenses · by fiscal year end
Financials of WEST FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$770,291$586,707$183,584$7,619,867$0$7,619,867
May 31, 2025990-PF$829,476$583,876$245,600$7,436,283$0$7,436,283
May 31, 2024990-PF$433,901$526,423-$92,522$7,190,683$0$7,190,683
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$333,720
Net rental income
$10,801
Net gain from sales of assets
$425,770

Expenses

Grants and similar amounts paid
$377,267
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$65,256
Disbursements for charitable purposes
$477,182
Excise tax on investment income
$9,185

Balance sheet and other

Total assets, start of year
$7,436,283
Total assets, end of year
$7,619,867
Total liabilities, end of year
$0
Net assets, end of year
$7,619,867
Fair market value of assets
$10,511,458
Qualifying distributions
$477,182
Net investment income
$770,291

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended May 31, 2026, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
CARRIE M HANSON
680 G STREET STE B, JACKSONVILLE, OR 97530
EXECUTIVE DIRECTOR
Highest-paid employee
25$63,083$2,173
STEVEN WEST
680 G STREET SUITE B, JACKSONVILLE, OR 97530
PRESIDENT10$0$0
CAROLYN WEST
680 G STREET SUITE B, JACKSONVILLE, OR 97530
VICE-PRESIDENT10$0$0
JASON ANDERSON
PO BOX 1667, MEDFORD, OR 97501
SECRETARY/TREASURER2$0$0
990-PF for the year ended May 31, 2025: 4 people
NameTitleHours / weekCompensationOther / benefits
CARRIE M HANSON
680 G STREET STE B, JACKSONVILLE, OR 97530
EXECUTIVE DIRECTOR
Highest-paid employee
25$62,000$4,200
STEVEN WEST
680 G STREET SUITE B, JACKSONVILLE, OR 97530
PRESIDENT10$0$0
CAROLYN WEST
680 G STREET SUITE B, JACKSONVILLE, OR 97530
VICE-PRESIDENT10$0$0
JASON ANDERSON
PO BOX 1667, MEDFORD, OR 97501
SECRETARY/TREASURER2$0$0
990-PF for the year ended May 31, 2024: 4 people
NameTitleHours / weekCompensationOther / benefits
CARRIE M HANSON
680 G STREET STE B, JACKSONVILLE, OR 97530
EXECUTIVE DIRECTOR
Highest-paid employee
35$58,833$4,107
STEVEN WEST
680 G STREET SUITE B, JACKSONVILLE, OR 97530
PRESIDENT10$0$0
CAROLYN WEST
680 G STREET SUITE B, JACKSONVILLE, OR 97530
VICE-PRESIDENT10$0$0
JASON ANDERSON
PO BOX 1667, MEDFORD, OR 97501
SECRETARY/TREASURER2$0$0

Address and contacts

Address (IRS master file)
680 G ST STE B, JACKSONVILLE, OR 97530-3207
In care of
% JASON M ANDERSON
Signed the 990-PF
STEVEN WEST, PRESIDENT
Phone
(541) 899-9976
Return prepared by
DAVID P HYATT CPA PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
20-4720365
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$7,619,867
Income (IRS master file)
$3,146,984

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$770,291$586,707$7,619,867XML
990-PFMay 2025$829,476$583,876$7,436,283XML
990-PFMay 2024$433,901$526,423$7,190,683XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4720365).

Questions about WEST FAMILY FOUNDATION

What is the EIN of WEST FAMILY FOUNDATION?
The employer identification number (EIN) of WEST FAMILY FOUNDATION is 20-4720365.
Is WEST FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to WEST FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WEST FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WEST FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WEST FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of WEST FAMILY FOUNDATION?
The 990-PF for the year ended May 31, 2026 lists 4 people; 1 received compensation from the organization, the highest $63,083 (CARRIE M HANSON, EXECUTIVE DIRECTOR).
How much revenue does WEST FAMILY FOUNDATION have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $770,291, expenses of $586,707 and total assets of $7,619,867 at year end.

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