Herman O West Foundation
Herman O West Foundation is a private foundation, based in Exton, PA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $9.2M in total assets. In 2024, it awarded 4 grants totaling $1.6M. Net investment income was $304K.
Key facts about Herman O West Foundation
In short: Herman O West Foundation gave $1.6M across 4 grants in 2024 (avg $392K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- EIN
- 38-3674460
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,566,895
- Grants made (2024)
- 4
- Average grant
- $391,724
- Median grant
- $393,508
- Total assets
- $9,152,484
- Primary geography
- Pennsylvania (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.2M
-12.9% YoY
Annual Giving
$1.6M
+50.5% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$392K
+12.9% YoY
Under IRS private-foundation payout rules, Herman O West Foundation reported a distributable amount of $458K for 2024 — the minimum it must pay out in qualifying distributions.
How Herman O West Foundation gives
- In 2024 it paid out 389% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $1.0M (2023) to $1.6M (2024). In 2024 it made 4 grants totaling $1.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Campaign Matches ($637K). Together the top 3 received $1.2M.
Organizations only. It also paid 1 grant to individuals ($370,000), which are not listed by name.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 7 (43%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Campaign Matches Exton, PA | Campaign Matches | $636,561 |
| Scholarships Exton, PA | Academic Scholarships | $417,015 |
| 1 grant to individuals Recipients not named | — | $370,000 |
| Matching Gifts Exton, PA | Matching Gifts | $143,319 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $9,152,484 | $10,505,196 |
| Revenue | $427,446 | $1,988,290 |
| Expenses | $1,780,159 | $1,125,774 |
| Qualifying Distributions | $1,780,159 | $1,125,774 |
| Net Investment Income | $304,486 | $498,601 |
| Distributable Amount | $457,655 | $506,432 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2023–2024
Leadership & Key People
Officers and directors from IRS filings
Herman O West Foundation is led by Annette Favorite, President on every filing since 2023; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Annette Favorite
President
On filings since 2023
No compensation reported
Jim Faust
Vice President
Trustee → Vice President, 2024
On filings since 2023
No compensation reported
Charles Witherspoon
Treasurer
New on the 2024 filing
No compensation reported
Former officers (1)
- Former: Paula A Johnson (2023) — Vice President
Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Herman O West Foundation
How much does Herman O West Foundation give each year?
Herman O West Foundation gave $1.6M across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.0M across 3 grants.
What is Herman O West Foundation's typical grant size?
Herman O West Foundation's median grant in 2024 was $393,508, and its average grant was $391,724, across 4 grants on its 2024 IRS Form 990-PF.
Where does Herman O West Foundation give grants?
Herman O West Foundation gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Exton, PA (3 grants).
Does Herman O West Foundation give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Herman O West Foundation's 2024 IRS Form 990-PF were described as general or operating support.
How large is Herman O West Foundation?
Herman O West Foundation reported $9.2M in total assets on its 2024 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $458K (roughly 5% of its investment assets).
What is Herman O West Foundation's EIN?
Herman O West Foundation's EIN (Employer Identification Number) is 38-3674460. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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