Richard E & Marjorie M. West TR
EIN 456142118 Private FoundationTotal Given 2016–2024
$1.3M
24 grants · $144K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$48K
typical mid grants · $35K–$65K
grant size
100%
deep partner · 5/5 multi-year
repeat
$4.2M
Assets (2024)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $140K | $3.2M | $38K | 3 |
| 2017 | $111K | $3.7M | $309K | 3 |
| 2018 | $128K | $3.2M | $297K | 3 |
| 2020 | $224K | $4.1M | $288K | 3 |
| 2021 | $176K | $4.5M | $801K | 3 |
| 2022 | $202K | $3.5M | $-85K | 3 |
| 2023 | $134K | $3.9M | $116K | 3 |
| 2024 | $180K | $4.2M | $366K | 3 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$28K
25th Pctl
$35K
Median
$48K
Average
$54K
75th Pctl
$65K
Maximum
$112K
Geographic Distribution
Officers & Directors
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| Masonic Charity FDN of Ct Inc | Wallingford, CT | $111,825 | UNRESTRICTED GENERAL | 2020 |
| Masonic Charity FDN of Ct Inc | Wallingford, CT | $100,962 | UNRESTRICTED GENERAL | 2022 |
| Masonic Charity FDN of Ct Inc | Wallingford, CT | $90,028 | UNRESTRICTED GENERAL | 2024 |
| Masonic Charity FDN of Ct Inc | Wallingford, CT | $87,981 | UNRESTRICTED GENERAL | 2021 |
| Masonic Charity Foundation of Ct | Wallingford, CT | $69,955 | UNRESTRICTED GENERAL | 2016 |
| Masonic Charity FDN of Ct Inc | Wallingford, CT | $67,194 | UNRESTRICTED GENERAL | 2023 |
| Masonic Charity Foundation of Ct | Wallingford, CT | $64,174 | UNRESTRICTED GENERAL | 2018 |
| Massachusetts SPCA | Boston, MA | $55,914 | UNRESTRICTED GENERAL | 2020 |
| Shriners Hospitals for Children | Tampa, FL | $55,914 | UNRESTRICTED GENERAL | 2020 |
| Masonic Charity Foundation of Ct | Wallingford, CT | $55,579 | UNRESTRICTED GENERAL | 2017 |
| Massachusetts SPCA | Boston, MA | $50,484 | UNRESTRICTED GENERAL | 2022 |
| Shriners Hospitals for Children | Tampa, FL | $50,484 | UNRESTRICTED GENERAL | 2022 |
| Massachusetts SPCA | Boston, MA | $45,017 | UNRESTRICTED GENERAL | 2024 |
| Shriners Hospitals for Children | Tampa, FL | $45,017 | UNRESTRICTED GENERAL | 2024 |
| Massachusetts SPCA | Boston, MA | $43,993 | UNRESTRICTED GENERAL | 2021 |
| Shriners Hospitals for Children | Tampa, FL | $43,993 | UNRESTRICTED GENERAL | 2021 |
| Massachusetts SPCA | Boston, MA | $34,977 | UNRESTRICTED GENERAL | 2016 |
| Shriners Hospitals for Children | Tampa, FL | $34,977 | UNRESTRICTED GENERAL | 2016 |
| Massachusetts SPCA | Boston, MA | $33,599 | UNRESTRICTED GENERAL | 2023 |
| Shriners Hospitals for Children | Tampa, FL | $33,599 | UNRESTRICTED GENERAL | 2023 |
| Massachusetts SPCA | Jamaica Plain, MA | $32,087 | UNRESTRICTED GENERAL | 2018 |
| Shriners Hospitals for Children | Tampa, FL | $32,087 | UNRESTRICTED GENERAL | 2018 |
| Massachusetts SPCA | Jamaica Plain, MA | $27,790 | UNRESTRICTED GENERAL | 2017 |
| Shriners Hospitals for Children | Tampa, FL | $27,790 | UNRESTRICTED GENERAL | 2017 |
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