The West Endowment
EIN 760481204 Private FoundationTotal Given 2020–2024
$2.9M
87 grants · $577K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$25K
typical mid grants · $15K–$50K
grant size
14%
transactional · 10/74 multi-year
repeat
$12.5M
Assets (2024)
74
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
COORDINATOR OF GRANTS
Phone
(713) 961-9699
Deadlines
NONE
How to Apply
LETTER FORM SPECIFYING PURPOSE OF APPLICATION AND AMOUNT OF CONTRIBUTION REQUESTED.
Restrictions
THE WEST ENDOWMENT WAS ORGANIZED FOR THE PURPOSE OF MAKING CHARITABLE CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND/OR EDUCATIONAL ORGANIZATIONS WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE WEST ENDOWMENT DOES NOT MAKE GRANTS TO INDIVIDUALS. IN CONSIDERING REQUESTS FOR GRANTS, THE ENDOWMENT PLACES PRIORITY ON ORGANIZATIONS AND PROGRAMS SERVING HARRIS COUNTY AND THE STATE OF TEXAS.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $571K | $12.6M | $496K | 14 |
| 2021 | $581K | $12.7M | $580K | 21 |
| 2022 | $619K | $11.1M | $514K | 19 |
| 2023 | $566K | $11.6M | $637K | 20 |
| 2024 | $548K | $12.5M | $1.3M | 13 |
Grant Size Distribution
Based on 87 grants on record
Minimum
$6K
25th Pctl
$15K
Median
$25K
Average
$33K
75th Pctl
$50K
Maximum
$150K
Geographic Distribution
Texas Counties Served
97.7% of US grants
· Rank #1 of 2 states
$2.8M across
85 grants
10 of 254 counties
Top 10 counties
- 1 Harris
- 2 Waller
- 3 Bexar
- 4 Dallas
- 5 Midland
- 6 Austin
- 7 Wharton
- 8 Brazoria
- 9 Fort Bend
- 10 Williamson
Officers & Directors
ML
Margene West Lloyd
5+ yrs
Vice President, Treasurer & Assistant Sec/Director
Leadership
RS
Roger A. Soape
5+ yrs
Vice President/Director
Leadership
WL
William West Lloyd
5+ yrs
President/Director
Leadership
KS
Karen Scoggins
5+ yrs
Assistant Treasurer
Leadership
RW
Ronald S. Webster
5+ yrs
Secretary/Director
Leadership
PJ
Peter K. Jameson
5+ yrs
Director
RS
Roger A. Soape
5+ yrs
Vice President/Director
Leadership
WL
William West Lloyd
5+ yrs
President/Director
Leadership
ML
Margene West Lloyd
5+ yrs
Vice President, Treasurer & Assistant Sec/Director
Leadership
KS
Karen Scoggins
5+ yrs
Assistant Treasurer
Leadership
RW
Ronald S. Webster
5+ yrs
Secretary/Director
Leadership
PJ
Peter K. Jameson
5+ yrs
Director
ML
Margene West Lloyd
5+ yrs
Vice President, Treasurer & Assistant Sec/Director
Leadership
WL
William West Lloyd
5+ yrs
President/Director
Leadership
RS
Roger A. Soape
5+ yrs
Vice President/Director
Leadership
KS
Karen Scoggins
5+ yrs
Assistant Treasurer
Leadership
RW
Ronald S. Webster
5+ yrs
Secretary/Director
Leadership
PJ
Peter K. Jameson
5+ yrs
Director
RS
Roger A. Soape
5+ yrs
Vice President/Director
Leadership
WL
William West Lloyd
5+ yrs
President/Director
Leadership
ML
Margene West Lloyd
5+ yrs
Vice President, Treasurer & Assistant Sec/Director
Leadership
KS
Karen Scoggins
5+ yrs
Assistant Treasurer
Leadership
RW
Ronald S. Webster
5+ yrs
Secretary/Director
Leadership
PJ
Peter K. Jameson
5+ yrs
Director
RS
Roger A. Soape
5+ yrs
Vice President/Director
Leadership
WL
William West Lloyd
5+ yrs
President/Director
Leadership
ML
Margene West Lloyd
5+ yrs
Vice President, Treasurer & Assistant Sec/Director
Leadership
KS
Karen Scoggins
5+ yrs
Assistant Treasurer
Leadership
RW
Ronald S. Webster
5+ yrs
Secretary / Director
Leadership
PJ
Peter K. Jameson
5+ yrs
Director
Grants Awarded (87 total)
| Purpose | ||||
|---|---|---|---|---|
| Houston Methodist Hospital Foundation | Houston, TX | $150,000 | MEDICAL PURPOSE | 2020 |
| Institute for Rehabilitation & RSCH FND | Houston, TX | $100,000 | MEDICAL PURPOSE | 2020 |
| Annunciation Orthodox School | Houston, TX | $100,000 | LIGHT THE WAY CAPITAL CAMPAIGN | 2024 |
| Houston Methodist Hospital Foundation | Houston, TX | $100,000 | MEDICAL PURPOSE | 2022 |
| Trinity School of Midland Texas | Midland, TX | $90,000 | LIGHT THE WAY CAPITAL CAMPAIGN | 2024 |
| Brookwood Community | Brookshire, TX | $85,000 | PHASE IX TYPE B GROUP HOMES | 2024 |
| Trinity University | San Antonio, TX | $75,000 | EDUCATIONAL PURPOSE | 2020 |
| Institute for Rehabilitation & RSCH FND (Tirr) | Houston, TX | $75,000 | MEDICAL PURPOSE | 2023 |
| Covenant House Texas | Houston, TX | $75,000 | GENERAL PURPOSE | 2022 |
| Joy Development School | Houston, TX | $75,000 | EDUCATIONAL PURPOSE | 2022 |
| Brookwood Community (Fka Briarwood-Brkwd) | Brookshire, TX | $60,000 | GENERAL PURPOSE | 2021 |
| Parks and Wildlife FDN of Texas Inc | Dallas, TX | $55,000 | GENERAL PURPOSE | 2023 |
| KATY Prairie Conservancy | Houston, TX | $50,000 | GENERAL PURPOSE | 2020 |
| Will Erwin Headache Research Foundation | Houston, TX | $50,000 | MEDICAL PURPOSE | 2020 |
| Lone Star Flight Museum | Houston, TX | $50,000 | GENERAL PURPOSE | 2021 |
| Manned Space Flight Education FDN Inc | Houston, TX | $50,000 | GENERAL PURPOSE | 2021 |
| Battleship Texas Foundation Inc | Houston, TX | $50,000 | GENERAL PURPOSE | 2023 |
| Leukemia & Lymphoma Society Inc | Houston, TX | $50,000 | MEDICAL PURPOSE | 2023 |
| Lone Star Flight Museum | Houston, TX | $50,000 | GENERAL PURPOSE | 2023 |
| Memorial Park Conservancy Inc | Houston, TX | $50,000 | PRESERVE AND MAINTAIN THE PARK FOR PUBLIC USE, ENJOYMENT AND EDUCATION. | 2024 |
| Institute for Rehabilitation & RSCH FND | Houston, TX | $50,000 | MEDICAL PURPOSE | 2022 |
| Trinity University | San Antonio, NY | $50,000 | EDUCATIONAL PURPOSE | 2022 |
| Houston Area Women's Center Inc | Dallas, TX | $50,000 | GENERAL PURPOSE | 2022 |
| Houston Methodist Hospital Foundation | Houston, TX | $45,000 | HOUSTON METHODIST WILLOWBROOK MEDICAL TRAINING AND EDUCATION FUND. | 2024 |
| Leukemia & Lymphoma Society Inc | Houston, TX | $45,000 | INVEST IN INNOVATIVE RESEARCH AND HELP DELIVER SAFER, MORE EFFECTIVE TREATMENTS. | 2024 |
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