Lee & Susan West Family Foundation

Foundation · Grantmaker Lakeville, MN EIN: 85-3863516

Lee & Susan West Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lakeville, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $38K in total assets. In 2024, it awarded 1 grant totaling $4K. Net investment income was $1K.

Key facts about Lee & Susan West Family Foundation

EIN: 85-3863516
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $4,430
Grants made (2024): 1
Average grant: $4,430
Median grant: $4,430
Total assets: $38,411
Primary geography: Minnesota (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated April 2026.

How Lee & Susan West Family Foundation gives

Giving grew 97% from 2021 to 2024. Method
In 2024 it paid out 227% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Lee & Susan West Family Foundation

How to evaluate Lee & Susan West Family Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
Draft an LOI to Lee & Susan West Family Foundation with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$38K

-8.3% YoY

Annual Giving

$4K

+15.9% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$4K

+131.8% YoY

Under IRS private-foundation payout rules, Lee & Susan West Family Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Lee & Susan West Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Your AI grants department

Ready to take the next step with Lee & Susan West Family Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $4K (100%)

Share of all 1 itemized 2024 grant dollars.

States

Minnesota

Cities

FarmingtonFort Snelling

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$38,411	$41,876	$23,515
Revenue	$1,575	$22,494	$742
Expenses	$5,040	$4,133	$5,165
Qualifying Distributions	$4,430	$3,823	$3,911
Net Investment Income	$1,412	$20,534	$742
Distributable Amount	$1,949	$1,715	$1,177

Data update history

When this profile's IRS filing data changed on Grantable

March 3, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Farmington Lutheran Church ($4,430).

Recipient	Purpose	Amount
FARMINGTON LUTHERAN CHURCH Farmington, MN	DONATION TO A CHURCH	$4,430

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Lee D West	Treasurer	1	—
Susan Bachman West	President	—	—
ELISABETH AB McCUTCHEON	Director	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Lee & Susan West Family Foundation?

Lee & Susan West Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lakeville, MN. It holds $38K in total assets as of 2024.

How large is Lee & Susan West Family Foundation?

As of 2024, Lee & Susan West Family Foundation holds $38K in total assets with $2K in annual revenue. It awarded 1 grant totaling $4K in 2024.

Where does Lee & Susan West Family Foundation operate?

Lee & Susan West Family Foundation has awarded grants in Minnesota.

What size grants does Lee & Susan West Family Foundation award?

In 2024, Lee & Susan West Family Foundation awarded 1 grant totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Lee & Susan West Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee & Susan West Family Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lee & Susan West Family Foundation's EIN?

Lee & Susan West Family Foundation's EIN (Employer Identification Number) is 85-3863516. IRS Form 990 filing data is available on this page for 2020–2024.