HERMAN O WEST FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HERMAN O WEST FOUNDATION (EIN 38-3674460)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202423189349101877
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T10:52:06-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383674460EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Herman O West FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WEST PHARMACEUTICAL SERVICESInCareOfNm
Business Name ControlHERMBusinessNameControlTxt
Phone6105942900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1530 Herman O West DriveAddressLine1Txt
CityExtonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPatrick StodelPersonNm
Person TitleVP Global TaxPersonTitleTxt
Phone6105942900PhoneNum
Signature2024-11-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,505,196FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$320,086ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,436InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,436InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$240,599DividendsRevAndExpnssAmt
Dividends Net Invst Incm$247,939DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,424,169NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,231,640GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$247,226CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,988,290TotalRevAndExpnssAmt
Total Net Invst Incm$498,601TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$7,500OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$111InterestRevAndExpnssAmt
Interest Dsbrs Chrtbl$111InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$77,123OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$77,123OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$84,734TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$84,734TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,041,040ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,041,040ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,125,774TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,125,774TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$862,516ExcessRevenueOverExpensesAmt
Net Investment Income$498,601NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$217,281CashBOYAmt
Cash EOY$311,522CashEOYAmt
Acct Rcvbl$100,594AcctRcvblAmt
Acct Rcvbl BOY$24,000AcctRcvblBOYAmt
Acct Rcvbl EOY$100,594AcctRcvblEOYAmt
Corporate Stock BOY$9,401,471CorporateStockBOYAmt
Corporate Stock EOY$10,093,080CorporateStockEOYAmt
Total Assets BOY$9,642,752TotalAssetsBOYAmt
Total Assets EOY$10,505,196TotalAssetsEOYAmt
Total Assets EOYFMV$10,505,196TotalAssetsEOYFMVAmt
Accounts Payable BOY-$36AccountsPayableBOYAmt
Accounts Payable EOY$36AccountsPayableEOYAmt
Total Liabilities BOY-$36TotalLiabilitiesBOYAmt
Total Liabilities EOY$36TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$9,642,680AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$10,505,160AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$9,642,680TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,505,160TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,642,644TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,505,196TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,642,680TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$862,516ExcessRevenueOverExpensesAmt
Subtotal$10,505,196SubtotalAmt
Other Decreases$36OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,505,160TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$247,226CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,931InvestmentIncomeExciseTaxAmt
Subtotal$6,931SubtotalAmt
Tax Based On Investment Income$6,931TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,073EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$12,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$16,073TotalPaymentsAndCreditsAmt
Overpayment$9,142OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$9,142RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WEST PHARMACEUTICAL SERVICES IBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6105942900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1530 HERMAN O WEST DRIVEAddressLine1Txt
CityExtonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Annette Favorite
530 Herman O West DriveExtonPA19341President0$0$0$0
Paula A Johnson
530 Herman O West DriveExtonPA19341Vice President0$0$0$0
Jim Faust
530 Herman O West DriveExtonPA19341Trustee0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonNONEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1530 HERMAN O WEST DRIVEAddressLine1Txt
CityEXTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd
FieldValueIRS element (for citing)
Title0TitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,902,104AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$521,517AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,423,621TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,423,621AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$156,354CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,267,267NetVlNoncharitableAssetsAmt
Minimum Investment Return$513,363MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$513,363MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,931TaxBasedOnInvestmentIncomeAmt
Total Tax$6,931TotalTaxAmt
Distributable Before Adj$506,432DistributableBeforeAdjAmt
Distributable Before Ded$506,432DistributableBeforeDedAmt
Distributable As Adjusted$506,432DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,125,774ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,125,774QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$506,432DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$524,649ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$783,466ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,308,115TotalExcessDistributionCyovAmt
Qualifying Distributions$1,125,774QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$506,432AppliedToCurrentYearAmt
Remaining Distri From Corpus$619,342RemainingDistriFromCorpusAmt
Total Corpus$1,927,457TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,927,457ExcessDistriCyovToNextYrAmt
Excess From Year2$524,649ExcessFromYear2Amt
Excess From Year1$783,466ExcessFromYear1Amt
Excess From Current Year$619,342ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHerman O West Scholarship ProgramRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1530 Herman O West DriveAddressLine1Txt
CityExtonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6105942900RecipientPhoneNum
Recipient Email Addresswestpharma.comRecipientEmailAddressTxt
Form And Info And MaterialsSample AttachedFormAndInfoAndMaterialsTxt
Submission DeadlinesFebruary 1SubmissionDeadlinesTxt
Restrictions On AwardsScholarship recipients must be dependents of West Pharmaceutical Services Inc and Subs employees.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Multi Year Grants
530 Herman O West DriveExtonPA19341Not RelatedEOFGrants$0
Scholarships
530 Herman O West DriveExtonPA19341Not RelatedAcademic scholarships$415,000
Matching Gifts
530 Herman O West DriveExtonPA19341Not RelatedEOFMatching Gifts$96,818
Campaign Matches
530 Herman O West DriveExtonPA19341Not RelatedEOFCampaign Matches$529,222
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,041,040TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescCONTRIBUTIONSDesc
Related Or Exempt Function Incm$320,086RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,436RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$240,599RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,424,169RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,988,290RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,988,290TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Depreciation Schedule DepreciationSchedule

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
VANGUARD FUNDS$829,979$961,069-$131,090
WEST STOCK$401,661$23,345$378,316

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBENEVITYCategoryTxt
Amt$7,500Amt

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