BETA

WEST FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WEST FAMILY FOUNDATION (EIN 23-2870271)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-11-11
IRS object ID
201613169349100201
Schema version
2015v2.1
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)
Return2016-11-11T07:08:32-06:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454793713PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FAIRMAN GROUP FAMILY OFFICE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1899 CASSATT ROAD SUITE 115AddressLine1Txt
CityBERWYNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19312ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232870271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WEST FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O WEST FAMILY OFFICEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone6106440198PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12023 WAYNESBOROUGH ROADAddressLine1Txt
CityPAOLICityNm
State AbbreviationPAStateAbbreviationCd
ZIP19301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALFRED P WEST JRPersonNm
Person TitlePRESIDENT AND DIRECTORPersonTitleTxt
Phone6106440198PhoneNum
Signature2016-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIANNE INFORZATOPreparerPersonNm
PTINP00750114PTIN
Phone6108897300PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,632,106FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$250,251DividendsRevAndExpnssAmt
Dividends Net Invst Incm$250,251DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$250,251TotalRevAndExpnssAmt
Total Net Invst Incm$250,251TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$196TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,496TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$985,938ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$985,938ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$990,434TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$985,938TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$740,183ExcessRevenueOverExpensesAmt
Net Investment Income$250,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$245,943SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$81,698SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$81,698SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$23,594,511CorporateStockBOYAmt
Corporate Stock EOY$22,550,408CorporateStockEOYAmt
Corporate Stock EOYFMV$22,550,408CorporateStockEOYFMVAmt
Total Assets BOY$23,840,454TotalAssetsBOYAmt
Total Assets EOY$22,632,106TotalAssetsEOYAmt
Total Assets EOYFMV$22,632,106TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$23,840,454CapitalStockBOYAmt
Capital Stock EOY$22,632,106CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$23,840,454TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,632,106TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,840,454TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,632,106TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,840,454TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$740,183ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$23,100,271SubtotalAmt
Other Decreases$468,165OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,632,106TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$752,283AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$19,819,255NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037957DistributionYr1Rt
Adjusted Qlfy Distri Yr2$599,733AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,213,845NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036989DistributionYr2Rt
Adjusted Qlfy Distri Yr3$399,948AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,776,356NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.031304DistributionYr3Rt
Adjusted Qlfy Distri Yr4$740,061AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,803,506NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.075489DistributionYr4Rt
Adjusted Qlfy Distri Yr5$585,023AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,144,006NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048174DistributionYr5Rt
Total Distribution0.229913TotalDistributionRt
Average Distribution0.045983AverageDistributionRt
Net Vl Noncharitable Assets$22,906,990NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,053,332AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,503NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,055,835AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$985,938QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,005InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,005SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,005TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$131EsPenaltyAmt
Tax Due$5,136TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDONNA CARTIN CO WEST FAMILY OFFICEIndividualWithBooksNm
Phone6106440198PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12023 WAYNESBOROUGH ROADAddressLine1Txt
CityPAOLICityNm
State AbbreviationPAStateAbbreviationCd
ZIP19301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALFRED P WEST JR
2023 WAYNESBOROUGH ROADPAOLIPA19301PRESIDENT AND DIRECTOR1.00$0$0$0
LORALEE WEST
2023 WAYNESBOROUGH ROADPAOLIPA19301DIRECTOR1.00$0$0$0
ANGELA PAIGE WEST
2023 WAYNESBOROUGH ROADPAOLIPA19301SEC, TREAS, DIRECTOR0.00$0$0$0
ALFRED PAUL WEST III
2023 WAYNESBOROUGH ROADPAOLIPA19301DIRECTOR0.00$0$0$0
ANDREW PALMER WEST
2023 WAYNESBOROUGH ROADPAOLIPA19301DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$23,161,822AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$94,005AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,255,827TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,255,827AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$348,837CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,906,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,145,350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,145,350MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,005TaxBasedOnInvestmentIncomeAmt
Total Tax$5,005TotalTaxAmt
Distributable Before Adj$1,140,345DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,140,345DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,140,345DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$985,938ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$985,938QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$985,938AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,140,345DistributableAsAdjustedAmt
Undistributed Income PY$966,770UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$985,938QualifyingDistributionsAmt
Applied To Year1$966,770AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,168AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,121,177UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALFRED P WEST JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTBRIDGE COMMUNITY SERVICESBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11361 ELM STREETSTE 207AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusCHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeFUND REHABILITATION/HEALTH CENTERGrantOrContributionPurposeTxt
Amt$985,938Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$985,938TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$250,251ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$250,251ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$250,251TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTHE FAIRMAN GROUPCategoryTxt
Amt$4,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock468,726 SHS. SEI INVESTMENTS - SEI TRUSTStockNm
EOY Book Value$22,550,408EOYBookValueAmt
EOYFMV$22,550,408EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescASSET VALUATIONDesc
Amt$468,165Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryBALANCE DUE WITH 2014 FEDERAL 990-PFCategoryTxt
Amt$196Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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