James L & Nellie Westlake Sfund-Uma
James L & Nellie Westlake Sfund-Uma is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $19.5M in total assets. In 2025, it awarded 1 grant totaling $833K. Net investment income was $1.1M.
James L & Nellie Westlake Sfund-Uma at a glance
In short: James L & Nellie Westlake Sfund-Uma gave $833K across 1 grant in 2025 (avg $833K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $833,373
- -11.0% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $833,373
- +78.0% vs 2024
- Median grant
- $833,373
- Total assets
- $19,521,695
- +0.6% vs 2024
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who James L & Nellie Westlake Sfund-Uma funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Scholarship America Inc ($833K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $500K–1M range: 4 grants of 6 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How James L & Nellie Westlake Sfund-Uma gives
- Giving held roughly steady from 2022 to 2025 (−20%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $755K (2023) to $1.0M (2022). In 2025 it made 1 grant totaling $833K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Scholarship America Inc Detroit, MI | Scholarship | $833,373 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $19,521,695 | $1,168,386 | $1,052,202 | $833,373 | 1 | $941,448 | $1,070,934 | $1,083,908 |
| 2024 | $19,405,485 | $1,259,649 | $1,152,514 | $936,600 | 2 | $1,039,459 | $1,161,359 | $1,009,459 |
| 2023 | $19,314,038 | $-63,096 | $943,666 | $755,385 | 1 | $855,016 | $472,285 | $977,999 |
| 2022 | $20,304,984 | $957,795 | $1,266,273 | $1,040,719 | 1 | $1,147,464 | $864,446 | $1,152,521 |
| 2021 | $20,602,834 | $2,073,939 | $1,207,991 | $999,472 | 1 | — | $1,988,647 | $1,071,875 |
Under IRS private-foundation payout rules, James L & Nellie Westlake Sfund-Uma reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James L & Nellie Westlake Sfund-Uma's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$159K (2023) → $170K (2025)
Anne Golterman
Awards Committee
On filings since 2021
1 hr/week
$2K (2022) → $4K (2025)
Craig Hannick
Awards Committee
On filings since 2021
1 hr/week
$2K (2022) → $4K (2025)
Don Hugo
Awards Committee
On filings since 2021
1 hr/week
$2K (2022) → $4K (2025)
Former officers (1)
- Former: US Bank NA (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $170K, to US Bank N a (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about James L & Nellie Westlake Sfund-Uma
How much does James L & Nellie Westlake Sfund-Uma give each year?
James L & Nellie Westlake Sfund-Uma gave $833K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $937K across 2 grants.
How large is James L & Nellie Westlake Sfund-Uma?
James L & Nellie Westlake Sfund-Uma reported $19.5M in total assets on its 2025 IRS Form 990-PF. It paid out $941K in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does James L & Nellie Westlake Sfund-Uma operate?
James L & Nellie Westlake Sfund-Uma has awarded grants in Michigan, Minnesota, Virginia.
What is James L & Nellie Westlake Sfund-Uma's EIN?
James L & Nellie Westlake Sfund-Uma's EIN (Employer Identification Number) is 43-6248269. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 8, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 29, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 17, 2025)
- IRS filings on file for fiscal years 2021–2025
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