Nonprofit · EIN 85-3863516
LEE & SUSAN WEST FAMILY FOUNDATION
Tax-exempt · LAKEVILLE, MN 55044
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $37,392 | $5,195 | $32,197 | $70,608 | $0 | $70,608 |
| December 31, 2024 | 990-PF | $1,575 | $5,040 | -$3,465 | $38,411 | $0 | $38,411 |
| December 31, 2023 | 990-PF | $22,494 | $4,133 | $18,361 | $41,876 | $0 | $41,876 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $34,613
- Dividends
- $2,379
- Net gain from sales of assets
- $400
Expenses
- Grants and similar amounts paid
- $4,825
- Disbursements for charitable purposes
- $4,825
- Excise tax on investment income
- $226
Balance sheet and other
- Total assets, start of year
- $38,411
- Total assets, end of year
- $70,608
- Total liabilities, end of year
- $0
- Net assets, end of year
- $70,608
- Fair market value of assets
- $72,945
- Qualifying distributions
- $4,825
- Net investment income
- $16,463
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE D WEST PO BOX 370, LAKEVILLE, MN 55044 | Treasurer | 1 | $0 |
| SUSAN BACHMAN WEST PO BOX 370, LAKEVILLE, MN 55044 | President | 0 | $0 |
| ELISABETH AB McCUTCHEON PO BOX 370, LAKEVILLE, MN 55044 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE D WEST PO BOX 370, LAKEVILLE, MN 55044 | Treasurer | 1 | $0 |
| SUSAN BACHMAN WEST PO BOX 370, LAKEVILLE, MN 55044 | President | 0 | $0 |
| ELISABETH AB McCUTCHEON PO BOX 370, LAKEVILLE, MN 55044 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE D WEST PO BOX 370, LAKEVILLE, MN 55044 | Treasurer | 1 | $0 |
| SUSAN BACHMAN WEST PO BOX 370, LAKEVILLE, MN 55044 | President | 0 | $0 |
| ELISABETH AB McCUTCHEON PO BOX 370, LAKEVILLE, MN 55044 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 370, LAKEVILLE, MN 55044-0240
- In care of
- % LEE WEST
- Signed the 990-PF
- LEE D WEST, Treasurer
- Phone
- (612) 747-2738
- Return prepared by
- WEST ACCOUNTING SERVICES
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-3863516
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $70,608
- Income (IRS master file)
- $62,005
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $37,392 | $5,195 | $70,608 | IRS |
| 990-PF | December 2024 | $1,575 | $5,040 | $38,411 | IRS |
| 990-PF | December 2023 | $22,494 | $4,133 | $41,876 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 85-3863516).
Questions about LEE & SUSAN WEST FAMILY FOUNDATION
- What is the EIN of LEE & SUSAN WEST FAMILY FOUNDATION?
- The employer identification number (EIN) of LEE & SUSAN WEST FAMILY FOUNDATION is 85-3863516.
- Is LEE & SUSAN WEST FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to LEE & SUSAN WEST FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE & SUSAN WEST FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE & SUSAN WEST FAMILY FOUNDATION 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 LEE & SUSAN WEST FAMILY FOUNDATION 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 LEE & SUSAN WEST FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LEE & SUSAN WEST FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,392, expenses of $5,195 and total assets of $70,608 at year end.
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