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Nonprofit · EIN 43-6248269

JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER

Tax-exempt · MILWAUKEE, WI 53201

Financials

$1.3M$1.2M2023$1.2M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,168,386$1,052,202$116,184$19,521,695$0$19,521,695
June 30, 2024990-PF$1,259,649$1,152,514$107,135$19,405,485$0$19,405,485
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$730,291
Net gain from sales of assets
$437,396
Other income
$699

Expenses

Grants and similar amounts paid
$833,373
Compensation of officers, directors and key employees
$182,191
Disbursements for charitable purposes
$941,448
Excise tax on investment income
$14,886

Balance sheet and other

Total assets, start of year
$19,405,485
Total assets, end of year
$19,521,695
Total liabilities, end of year
$0
Net assets, end of year
$19,521,695
Fair market value of assets
$23,410,584
Qualifying distributions
$941,448
Net investment income
$1,167,744

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$170,191
DON HUGO
2 RIVER TRAIL DRIVE, ST CHARLES, MO 63303
AWARDS COMMITTEE1$4,000
ANNE GOLTERMAN
10619 FOREST LAWN COURT, ST LOUIS, MO 63128
AWARDS COMMITTEE1$4,000
CRAIG HANNICK
30 JOY AVENUE, WEBSTER GROVES, MO 63119
AWARDS COMMITTEE1$4,000
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$171,759
DON HUGO
2 RIVER TRAIL DRIVE, ST CHARLES, MO 63303
AWARDS COMMITTEE1$0
ANNE GOLTERMAN
10619 FOREST LAWN COURT, ST LOUIS, MO 63128
AWARDS COMMITTEE1$0
CRAIG HANNICK
30 JOY AVENUE, WEBSTER GROVES, MO 63119
AWARDS COMMITTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% FIRSTAR BANK TRUST TAX 18-8
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(314) 418-2643
Return prepared by
PWC US TAX LLP

What it must file and when

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
43-6248269
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
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$19,521,695
Income (IRS master file)
$5,244,745

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,168,386$1,052,202$19,521,695IRS
990-PFJune 2024$1,259,649$1,152,514$19,405,485XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 43-6248269).

Questions about JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER

What is the EIN of JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER?
The employer identification number (EIN) of JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER is 43-6248269.
Is JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Are donations to JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER?
The 990-PF for the year ended June 30, 2025 lists 4 people; 4 received compensation from the organization, the highest $170,191 (US BANK N A, TRUSTEE).
How much revenue does JAMES L & NELLIE M WESTLAKE SCHOLARSHIP FOUNDATION 160940K MER have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,168,386, expenses of $1,052,202 and total assets of $19,521,695 at year end.

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