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JAMES L & NELLIE WESTLAKE SFUND-UMA
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JAMES L & NELLIE WESTLAKE SFUND-UMA
Milwaukee, WI, US
•
501(c)3
•
EIN
43-6248269
•
Open for Solicitation
Private Foundation
Regional Funder
JAMES L & NELLIE WESTLAKE SFUND-UMA
Sign up to claim this org
Milwaukee, WI, US
•
501(c)3
•
EIN
43-6248269
•
Open for Solicitation
Private Foundation
Regional Funder
Overview
Programs
990s
Income Statement
Balance Sheet
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Grants Received
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Balance Sheet
Fiscal Year Start:
Jul 1
Data visualization unavailable
Assets in
2025
(Year End)
$19,521,695
Investments
97%
Cash & Equivalents
3%
Receivables (Non-Related)
0%
Related-Party Receivables
0%
Inventories
0%
Prepaid Expenses
0%
Property, Plant, & Equipment (net)
0%
Other Assets
0%
Liabilities in
2025
(Year End)
$0
Payables & Accruals
N/A
Grants Payable
N/A
Deferred Revenue
N/A
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Notes Payable / Debt (Non-Related)
N/A
Related-Party Payables
N/A
Other Liabilities
N/A
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2024
2025
Change
Cash & Equivalents
$655,481
$679,736
+4%
Receivables (Non-Related)
$0
$0
-
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
-
-
-
Investments
$18,750,004
$18,841,959
+0%
Property, Plant, & Equipment (net)
-
-
-
Other Assets
-
-
-
Total Assets
$19,405,485
$19,521,695
+1%
Liabilities
2024
2025
Change
Payables & Accruals
-
-
-
Grants Payable
-
-
-
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
-
-
Other Liabilities
-
-
-
Total Liabilities
$0
$0
-
Net assets
2024
2025
Change
Restricted Net Assets
N/A
N/A
N/A
Unrestricted Net Assets
N/A
N/A
N/A
Net assets
2024
2025
Change
Net assets
+$19,405,485
+$19,521,695
+1%
Balance Sheet
