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 grants totaling $4K. Net investment income was $1K.

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Minnesota $14K (100%)

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

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 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

From 2024 IRS filing

From 2024 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 grants 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 grants 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.