BETA

WEST FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WEST FAMILY FOUNDATION (EIN 23-2870271)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-09-15
IRS object ID
201512609349100606
Schema version
2014v5.0
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)
Return2015-09-15T17:45:31-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232870271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WEST FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone6106440198PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 GREENBRIAR LANEAddressLine1Txt
CityPAOLICityNm
State AbbreviationPAStateAbbreviationCd
ZIP19301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALFRED P WEST JRPersonNm
Person TitlePRESIDENT AND DIRECTORPersonTitleTxt
Phone6106440198PhoneNum
Signature2015-09-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIANNE INFORZATOPreparerPersonNm
PTINP00750114PTIN
Phone6108897300PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,840,454FMVAssetsEOYAmt
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$231,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$231,000DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$231,000TotalRevAndExpnssAmt
Total Net Invst Incm$231,000TotalNetInvstIncmAmt
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$3,300TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,600TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$752,283ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$752,283ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$759,883TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$752,283TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$528,883ExcessRevenueOverExpensesAmt
Net Investment Income$231,000NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$242,544SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$245,943SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$245,943SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,295,407CorporateStockBOYAmt
Corporate Stock EOY$23,594,511CorporateStockEOYAmt
Corporate Stock EOYFMV$23,594,511CorporateStockEOYFMVAmt
Total Assets BOY$16,537,951TotalAssetsBOYAmt
Total Assets EOY$23,840,454TotalAssetsEOYAmt
Total Assets EOYFMV$23,840,454TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$16,537,951CapitalStockBOYAmt
Capital Stock EOY$23,840,454CapitalStockEOYAmt
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$16,537,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,840,454TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,537,951TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,840,454TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,537,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$528,883ExcessRevenueOverExpensesAmt
Other Increases$7,831,386OtherIncreasesAmt
Subtotal$23,840,454SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,840,454TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$599,733AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,213,845NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036989DistributionYr1Rt
Adjusted Qlfy Distri Yr2$399,948AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,776,356NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031304DistributionYr2Rt
Adjusted Qlfy Distri Yr3$740,061AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,803,506NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.075489DistributionYr3Rt
Adjusted Qlfy Distri Yr4$585,023AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,144,006NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048174DistributionYr4Rt
Adjusted Qlfy Distri Yr5$535,015AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,247,586NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047567DistributionYr5Rt
Total Distribution0.239523TotalDistributionRt
Average Distribution0.047905AverageDistributionRt
Net Vl Noncharitable Assets$19,819,255NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$949,441AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,310NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$951,751AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$752,283QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,620InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,620SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,620TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,424EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,424TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$196TaxDueAmt

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 CARTINIndividualWithBooksNm
Phone6106440198PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 GREENBRIAR LANEAddressLine1Txt
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
12 GREENBRIAR LANEPAOLIPA19301PRESIDENT AND DIRECTOR1.00$0$0$0
LORALEE WEST
12 GREENBRIAR LANEPAOLIPA19301DIRECTOR1.00$0$0$0
ANGELA PAIGE WEST
12 GREENBRIAR LANEPAOLIPA19301SEC, TREAS, DIRECTOR0.00$0$0$0
ALFRED PAUL WEST III
12 GREENBRIAR LANEPAOLIPA19301DIRECTOR0.00$0$0$0
ANDREW PALMER WEST
12 GREENBRIAR LANEPAOLIPA19301DIRECTOR0.00$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$20,006,216AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$114,855AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,121,071TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,121,071AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$301,816CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,819,255NetVlNoncharitableAssetsAmt
Minimum Investment Return$990,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$990,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,620TaxBasedOnInvestmentIncomeAmt
Total Tax$4,620TotalTaxAmt
Distributable Before Adj$986,343DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$986,343DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$986,343DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$752,283ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$752,283QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$752,283AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$986,343DistributableAsAdjustedAmt
Undistributed Income PY$732,710UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$752,283QualifyingDistributionsAmt
Applied To Year1$732,710AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,573AppliedToCurrentYearAmt
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$966,770UndistributedIncomeCYAmt
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$752,283Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$752,283TotalGrantOrContriPdDurYrAmt
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$231,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$231,000ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$231,000TotalIncomeProducingActyAmt

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)
Stock481,226 SHS. SEI INVESTMENTS - SEI TRUSTStockNm
EOY Book Value$23,594,511EOYBookValueAmt
EOYFMV$23,594,511EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescASSET VALUATIONDesc
Amt$7,831,386Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2014 FEDERAL ESTIMATED TAX PAYMENTCategoryTxt
Amt$3,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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