The West Endowment is a private foundation based in Houston, Texas, organized as a Texas nonprofit corporation in 1995. It serves as the legal successor to The West Foundation of Houston, established by J.M. West and Jessie Dudley West in 1938, and the J.M. West Texas Corporation, created in 1957 by J.M. West, Jr. and Alice Sneed West. The foundation makes charitable contributions to qualified organizations and does not provide grants to individuals.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.4M
+6.5% YoY
Annual Giving
$548K
-3.1% YoY
Grant Count
13
-35.0% YoY
Avg Grant Size
$42K
+49.1% YoY
Mission & Focus Areas
The West Endowment was organized for the purpose of making charitable contributions to religious, charitable, scientific, literary, and educational organizations within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986.
Primary funding areas include:
- Education
- Medical purposes
- Religious purposes
- General charitable purposes
- Eye research
- Human services
Grantmaking
The foundation has made 93 grants totaling $3 million across tracked records, with annual distributions ranging from $566,000 to $1.2 million. Grantmaking activity was highest in 2022 with $1.2 million distributed across 38 grants. The foundation has supported 59 unique organizations.
Average Grant
amount: $32,000
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Geographic Focus
Where this funder awards grants
Grantmaking is concentrated in Texas.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2024:
- Total assets: $10,386,637
- Total revenues: $1,270,341
- Total expenses: $634,758
- Number of employees: 0
Historical Asset Trends: Total assets have decreased from $19.2 million in 2011 to $10.4 million in recent years.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,386,637 | $9,751,054 | $9,753,016 |
| Revenue | $1,270,341 | $636,809 | $514,282 |
| Expenses | $634,758 | $638,771 | $697,803 |
| Qualifying Distributions | $555,243 | $569,564 | $622,953 |
| Net Investment Income | $1,207,612 | $575,603 | $445,626 |
| Distributable Amount | $585,166 | $552,649 | $569,556 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
87 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Principal Officer:
- William W. Lloyd, President and Director
The foundation is governed by 6 officers and trustees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARGENE WEST LLOYD | VP, TREASURER & ASST SEC/DIRECTOR | 2 | — |
| WILLIAM WEST LLOYD | PRESIDENT/DIRECTOR | 2 | — |
| RONALD S WEBSTER | SECRETARY/DIRECTOR | 0.39 | — |
| ROGER A SOAPE | VP/DIRECTOR | 0.2 | — |
| PETER K JAMESON | DIRECTOR | 0.08 | — |
| KAREN SCOGGINS | ASST TREASURER | 1 | — |
Contact Information
- Address: PO Box 491, Houston, TX 77001-0491
- Telephone: 713-961-9699
- EIN: 76-0481204
- IRS Ruling Year: 1995
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Harold D Miller Endowment Fund
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Amarillo Business Foundation
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Assets
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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