Richard E & Marjorie M West Tr
Richard E & Marjorie M West Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 3 grants totaling $146K. Net investment income was $365K.
Key facts about Richard E & Marjorie M West Tr
In short: Richard E & Marjorie M West Tr gave $146K across 3 grants in 2025 (avg $49K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- EIN
- 45-6142118
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $146,155
- Grants made (2025)
- 3
- Average grant
- $48,718
- Median grant
- $36,540
- Total assets
- $3,659,430
- Primary geography
- Connecticut (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.7M
+5.7% YoY
Annual Giving
$146K
-18.8% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$49K
-18.8% YoY
Under IRS private-foundation payout rules, Richard E & Marjorie M West Tr reported a distributable amount of $211K for 2025 — the minimum it must pay out in qualifying distributions.
How Richard E & Marjorie M West Tr gives
- Giving fell 28% from 2022 to 2025. Method
- In 2025 it paid out 77% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $134K (2023) to $224K (2020). In 2025 it made 3 grants totaling $146K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Masonic Charity Fdn of CT Inc ($73K). Together the top 3 received $146K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 8 grants of 15 (53%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Masonic Charity Fdn of CT Inc Wallingford, CT | Unrestricted General | $73,075 |
| Massachusetts Spca Boston, MA | Unrestricted General | $36,540 |
| Shriners Hospitals for Children Tampa, FL | Unrestricted General | $36,540 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,659,430 | $3,462,833 | $3,327,814 |
| Revenue | $396,910 | $366,206 | $116,015 |
| Expenses | $201,487 | $227,463 | $174,829 |
| Qualifying Distributions | $163,243 | $196,136 | $148,728 |
| Net Investment Income | $365,268 | $332,904 | $79,115 |
| Distributable Amount | $211,355 | $197,930 | $179,963 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Richard E & Marjorie M West Tr's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$33K (2019) → $41K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $41K, to Bank of America (Trustee).
Frequently asked questions about Richard E & Marjorie M West Tr
How much does Richard E & Marjorie M West Tr give each year?
Richard E & Marjorie M West Tr gave $146K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $180K across 3 grants.
What is Richard E & Marjorie M West Tr's typical grant size?
Richard E & Marjorie M West Tr's median grant in 2025 was $36,540, and its average grant was $48,718, across 3 grants on its 2025 IRS Form 990-PF.
Where does Richard E & Marjorie M West Tr give grants?
Richard E & Marjorie M West Tr gives mostly in Connecticut: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (25%) and Florida (25%).
Does Richard E & Marjorie M West Tr give general operating support?
Yes: 100% of Richard E & Marjorie M West Tr's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Richard E & Marjorie M West Tr?
Richard E & Marjorie M West Tr reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $163K in qualifying distributions that year, against a required minimum of $211K (roughly 5% of its investment assets).
What is Richard E & Marjorie M West Tr's EIN?
Richard E & Marjorie M West Tr's EIN (Employer Identification Number) is 45-6142118. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Richard E & Marjorie M West Tr by hand.
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