Private Foundation

JAMES L & NELLIE WESTLAKE SFUND-UMA

JAMES L & NELLIE WESTLAKE SFUND-UMA is a Private Foundation headquartered in MILWAUKEE, WI. Financial data from the 2025 filing: $1.2M revenue, $1.1M expenses, $19.5M total assets. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $5.2M.

EIN: 436248269 MILWAUKEE, WI Latest filing: 2025

Total Revenue$1.2M

Total Expenses$1.1M

Total Assets$19.5M

Grants Given7

Grant Total$5.2M

Filing Years2020–2025

Sample Grants Given

SCHOLARSHIP AMERICA INC

DETROIT, MI · 2024

SCHOLARSHIP

$833,373

AMERICA INC

RESTON, VA · 2023

SCHOLARSHIP

$933,360

SCHOLARSHIP AMERICA INC

MINNEAPOLIS, MN · 2023

GENERAL OPERATING

$3,240

SCHOLARSHIP AMERICA

ST PETER, MN · 2020

GENERAL OPERATING

$999,472

SCHOLARSHIP AMERICA

ST PETER, MN · 2019

GENERAL OPERATING

$1,043,421

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

AWARDS COMMITTEE Anne Golterman

AWARDS COMMITTEE Craig Hannick

AWARDS COMMITTEE Don Hugo

TRUSTEE Us Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$3,465,169 5 grants

SCHOLARSHIP

$1,766,733 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$1.2M	$1.1M	$19.5M
2024	$1.3M	$1.2M	$19.4M
2023	$-63K	$944K	$19.3M
2021	$2.1M	$1.2M	$20.6M
2020	$1.9M	$1.2M	$19.7M

Between 2020 and 2025, reported annual revenue declined from $1.9M to $1.2M (-39%), with total assets most recently reported at $19.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MI, MN, VA.

MIMNVA

Full geographic grant map with state-by-state breakdown available with membership.

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports