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Nonprofit · EIN 76-0481204

WEST ENDOWMENT

Tax-exempt · HOUSTON, TX 77001

Financials

$1.3M$635K2024$1.6M$689K2025
Revenue Expenses · by fiscal year end
Financials of WEST ENDOWMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,615,040$688,698$926,342$11,312,979$0$11,312,979
December 31, 2024990-PF$1,270,341$634,758$635,583$10,386,637$0$10,386,637
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,100,000
Dividends
$331,203
Interest
$43,297
Net gain from sales of assets
$26,074
Other income
$114,466

Expenses

Grants and similar amounts paid
$578,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$582,943
Excise tax on investment income
$5,769

Balance sheet and other

Total assets, start of year
$10,386,637
Total assets, end of year
$11,312,979
Total liabilities, end of year
$0
Net assets, end of year
$11,312,979
Fair market value of assets
$14,003,810
Qualifying distributions
$582,943
Net investment income
$515,040

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARGENE WEST LLOYD
PO BOX 491, HOUSTON, TX 77001
VP, TREASURER & ASST SEC/DIRECTOR2$0
WILLIAM WEST LLOYD
PO BOX 491, HOUSTON, TX 77001
PRESIDENT/DIRECTOR2$0
RONALD S WEBSTER
PO BOX 491, HOUSTON, TX 77001
SECRETARY/DIRECTOR0.39$0
ROGER A SOAPE
PO BOX 491, HOUSTON, TX 77001
VP/DIRECTOR0.2$0
PETER K JAMESON
PO BOX 491, HOUSTON, TX 77001
DIRECTOR0.08$0
KAREN SCOGGINS
PO BOX 491, HOUSTON, TX 77001
ASST TREASURER1$0
BARTON BENTLEY
PO BOX 491, HOUSTON, TX 77001
ADVISORY DIRECTOR0.08$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
MARGENE WEST LLOYD
PO BOX 491, HOUSTON, TX 77001
VP, TREASURER & ASST SEC/DIRECTOR2$0
WILLIAM WEST LLOYD
PO BOX 491, HOUSTON, TX 77001
PRESIDENT/DIRECTOR2$0
RONALD S WEBSTER
PO BOX 491, HOUSTON, TX 77001
SECRETARY/DIRECTOR0.39$0
ROGER A SOAPE
PO BOX 491, HOUSTON, TX 77001
VP/DIRECTOR0.2$0
PETER K JAMESON
PO BOX 491, HOUSTON, TX 77001
DIRECTOR0.08$0
KAREN SCOGGINS
PO BOX 491, HOUSTON, TX 77001
ASST TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 491, HOUSTON, TX 77001-0491
In care of
% WILLIAM W LLOYD
Signed the 990-PF
WILLIAM WEST LLOYD, PRESIDENT
Phone
(713) 961-9699
Return prepared by
RSM US 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 December, so each return is due on the 15th day of the 5th month after that.

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

IRS record

EIN
76-0481204
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,312,979
Income (IRS master file)
$3,523,125

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,615,040$688,698$11,312,979IRS
990-PFDecember 2024$1,270,341$634,758$10,386,637XML
990-PFDecember 2023$636,809$638,771$9,751,054IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 76-0481204).

Questions about WEST ENDOWMENT

What is the EIN of WEST ENDOWMENT?
The employer identification number (EIN) of WEST ENDOWMENT is 76-0481204.
Is WEST ENDOWMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to WEST ENDOWMENT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WEST ENDOWMENT file?
Form 990-PF. Private foundations file every year.
When is the next return of WEST ENDOWMENT due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WEST ENDOWMENT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WEST ENDOWMENT?
The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does WEST ENDOWMENT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,615,040, expenses of $688,698 and total assets of $11,312,979 at year end.

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