James L & Nellie Westlake Sfund-uma

MILWAUKEE, WI EIN: 43-6248269

James L & Nellie Westlake Sfund-uma is a nonprofit organization, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. In 2025, it awarded 1 grants totaling $833K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$833K

-11.0% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$833K

+78.0% YoY

About James L & Nellie Westlake Sfund-uma

Based on IRS filings

James L & Nellie Westlake Sfund-uma is a nonprofit organization, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. In 2025, it awarded 1 grants totaling $833K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

DETROITMINNEAPOLISRESTONST PETER

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120212022202320242025
Metric202520242023
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$260K$520K$781K$1M1 grants20211 grants20221 grants20232 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

SCHOLARSHIP AMERICA INC$833K

Grant Size Distribution

6 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K4$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Scholarship America Inc ($833,373).

RecipientPurposeAmount
SCHOLARSHIP AMERICA INC DETROIT, MISCHOLARSHIP$833,373

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

US BANK N ATRUSTEE$170KDON HUGOAWARDS COMMITTEE$4KANNE GOLTERMANAWARDS COMMITTEE$4KCRAIG HANNICKAWARDS COMMITTEE$4K

From 2025 filing

NameTitleHoursCompensation
DON HUGOAWARDS COMMITTEE1$4,000
ANNE GOLTERMANAWARDS COMMITTEE1$4,000
CRAIG HANNICKAWARDS COMMITTEE1$4,000
US BANK N ATRUSTEE1$170,191

Frequently Asked Questions

Where does James L & Nellie Westlake Sfund-uma operate?

James L & Nellie Westlake Sfund-uma has awarded grants in Michigan, Minnesota, Virginia.

What size grants does James L & Nellie Westlake Sfund-uma award?

In 2025, James L & Nellie Westlake Sfund-uma awarded 1 grants totaling $833K — an average of about $833K per grant, based on its IRS Form 990 filings.

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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