James L & Nellie Westlake Sfund-uma
EIN 436248269 Private FoundationTotal Given 2019–2024
$3.4M
5 grants · $559K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$755K
typical big bets · $664K–$933K
grant size
67%
deep partner · 2/3 multi-year
repeat
$22.0M
Assets (2024)
3
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SCHOLARSHIP MANAGEMENT SERVICES
Phone
(314) 418-2643
Deadlines
CONTACT THE ABOVE
How to Apply
CONTACT THE ABOVE
Restrictions
CONTACT THE ABOVE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $664K | $21.1M | $571K | 1 |
| 2020 | N/A | $20.6M | $1.9M | N/A |
| 2021 | $999K | $24.5M | $2.1M | 1 |
| 2023 | $755K | $20.8M | $-63K | 1 |
| 2024 | $937K | $22.0M | $1.3M | 2 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$3K
25th Pctl
$664K
Median
$755K
Average
$671K
75th Pctl
$933K
Maximum
$999K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
2 yrs
Trustee
AG
Anne Golterman
5+ yrs
Awards Committee
DH
Don HUGO
5+ yrs
Awards Committee
CH
Craig Hannick
5+ yrs
Awards Committee
UA
Us Bank N a
2 yrs
Trustee
DH
Don HUGO
5+ yrs
Awards Committee
AG
Anne Golterman
5+ yrs
Awards Committee
CH
Craig Hannick
5+ yrs
Awards Committee
UN
Us Bank NA
3 yrs
Trustee
CH
Craig Hannick
5+ yrs
Awards Committee
AG
Anne Golterman
5+ yrs
Awards Committee
DH
Don HUGO
5+ yrs
Awards Committee
UN
Us Bank NA
3 yrs
Trustee
AG
Anne Golterman
5+ yrs
Awards Committee
DH
Don HUGO
5+ yrs
Awards Committee
CH
Craig Hannick
5+ yrs
Awards Committee
UN
Us Bank NA
3 yrs
Trustee
CH
Craig Hannick
5+ yrs
Awards Committee
AG
Anne Golterman
5+ yrs
Awards Committee
DH
Don HUGO
5+ yrs
Awards Committee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Scholarship America | St Peter, MN | $999,472 | GENERAL OPERATING | 2021 |
| America Inc | Reston, VA | $933,360 | SCHOLARSHIP | 2024 |
| Scholarship America Inc | Minneapolis, MN | $755,385 | GENERAL OPERATING | 2023 |
| Scholarship America | St Peter, MN | $663,651 | GENERAL OPERATING | 2019 |
| Scholarship America Inc | Minneapolis, MN | $3,240 | GENERAL OPERATING | 2024 |
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