JAMES L & NELLIE WESTLAKE SFUND-UMA
https://N/ATotal 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
$24.5M
Assets · 2021
3
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SCHOLARSHIP MANAGEMENT SERVICES
Phone
3144182643
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
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| US BANK N A | TRUSTEE | $172K |
| US BANK NA | TRUSTEE | $159K |
| ANNE GOLTERMAN | AWARDS COMMITTEE | — |
| DON HUGO | AWARDS COMMITTEE | — |
| CRAIG HANNICK | 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 |