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
Under IRS private-foundation payout rules, The West Endowment reported a distributable amount of $585K for 2024 — the minimum it must pay out in qualifying distributions.
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
Ready to take the next step with The West Endowment?
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
Among its reported 2024 grants, the largest include Annunciation Orthodox School ($100,000), Trinity School of Midland Texas ($90,000), Brookwood Community ($85,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ANNUNCIATION ORTHODOX SCHOOL HOUSTON, TX | LIGHT THE WAY CAPITAL CAMPAIGN | $100,000 |
| BROOKWOOD COMMUNITY BROOKSHIRE, TX | PHASE IX TYPE B GROUP HOMES | $85,000 |
| MEMORIAL PARK CONSERVANCY INC HOUSTON, TX | PRESERVE AND MAINTAIN THE PARK FOR PUBLIC USE, ENJOYMENT AND EDUCATION. | $50,000 |
| NEURO ASSISTANCE FOUNDATION KELLER, TX | PROGRAMS AND SERVICES SUPPORTING MOBILITY AND INDEPENDENCE FOR THOSE WITH SPINAL CORD INJURIES AND DISABILITIES. | $10,000 |
| ST ANDREWS CHURCH AND SCHOOL INC SAN ANTONIO, TX | TO ENHANCE THE FACILITIES AND LEARNING ENVIRONMENT FOR THE STUDENT BODY. | $25,000 |
| CINCO CHARITIES INC KATY, TX | TO PROVIDE FREE TEMPORARY HOUSING AND HOSPITALITY TO VISITING HOSPITAL PATIENTS AND THEIR FAMILIES. | $8,000 |
| COMMUNITIES IN SCHOOLS OF HOUSTON INC HOUSTON, TX | TO PROVIDE DENTAL EDUCATION AND CARE TO TITLE 1 ELEMENTARY STUDENTS. | $15,000 |
| EPILEPSY FOUNDATION OF TEXAS HOUSTON, TX | IMPROVING THE LIVES OF PEOPLE AFFECTED BY EPILEPSY THROUGH EDUCATION, ADVOCACY, RESEARCH, AND CONNECTION. | $15,000 |
| HOUSTON HOSPICE HOUSTON, TX | DIGNIFIED, COMPASSIONATE CARE FOR TERMINALLY ILL PATIENTS AND COMFORT AND GUIDANCE FOR THEIR FAMILIES. | $25,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION HOUSTON, TX | HOUSTON METHODIST WILLOWBROOK MEDICAL TRAINING AND EDUCATION FUND. | $45,000 |
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
Frequently Asked Questions
What does The West Endowment fund?
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
How do I apply for a grant from The West Endowment?
**Grant Activity & Amounts:** • Total giving in 2024: $548,000 • Typical award range: $5,600–$100,000 • Historical median grant: $25,000 • Average grant amount: $32,000 • Individual grants have ranged from $6,000 to $150,000 **Recent Grants (2024):** • Annunciation Orthodox School (Light the Way Capital Campaign): $100,000 • Trinity School of Midland (Light the Way Capital Campaign): $90,000 • The Brookwood Community (Phase IX Type B Group Homes): $85,000 **Historical Grantmaking:** The foundat…
Where does The West Endowment make grants?
Grantmaking is concentrated in Texas.
What size grants does The West Endowment award?
In 2024, The West Endowment awarded 13 grants totaling $548K — an average of about $42K per grant, based on its IRS Form 990 filings.
How much is The West Endowment required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The West Endowment reported a distributable amount of $585K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The West Endowment's EIN?
The West Endowment's EIN (Employer Identification Number) is 76-0481204. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The West Endowment's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Crystelle Waggoner Charitable Trust
DALLAS, TX
Assets
$13.5M
Grants
41
Total Given
$3.9M
Nelson & Debbie Fox Charitable Fdtn
LUBBOCK, TX
Assets
$329K
Grants
9
Total Given
$90K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The West Endowment on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The West Endowment to a real strategy.