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Wisconsin · Private foundation

James L & Nellie Westlake Sfund-Uma

Its FY2025 filing reports that it accepted unsolicited grant applications.

$833k
Granted FY2025(still arriving)
1
Grants FY2025
2
Organizations funded FY2024
50%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$833,373
Largest grant, FY2025
$833,373
Organizations funded a year
1 to 2
FY2019 to FY2024
States reached, FY2025
1
Total assets, FY2025
$20M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 50% of the organizations James L & Nellie Westlake Sfund-Uma funded were first-time grantees, receiving 100% of its grant dollars.

New vs renewed · share of each year

In FY2024, 0% of grant dollars renewed an existing relationship; $933k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving1$833k100%
FY20242$937k50%
FY20231$755k0%
FY20221$1.0M0%
FY20211$999k0%
FY20201$1.0M0%
FY20191$664kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Education$5.3MPublic Benefit$933k

Top grantees

Largest recipients by total granted, FY2019 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
America Inc$933,3601n/a
Scholarship America Inc$833,3731n/a

Plus 1 recipient with no EIN on record ($4.5M), not named here.

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About James L & Nellie Westlake Sfund-Uma

How much does James L & Nellie Westlake Sfund-Uma give?
James L & Nellie Westlake Sfund-Uma reported 1 grants totaling $833,373 in its FY2025 IRS filing. It funded between 1 and 2 organizations a year over FY2019 to FY2024.
What does James L & Nellie Westlake Sfund-Uma fund?
By grant dollars over FY2019 to FY2025, its largest causes are Education (85%), Public Benefit (15%).
Who are James L & Nellie Westlake Sfund-Uma's largest grantees?
By total granted over FY2019 to FY2025: America Inc ($933k), Scholarship America Inc ($833k).
Does James L & Nellie Westlake Sfund-Uma fund new organizations?
In FY2024, 50% of the organizations it funded were first-time grantees.
Does James L & Nellie Westlake Sfund-Uma accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Where is James L & Nellie Westlake Sfund-Uma based?
James L & Nellie Westlake Sfund-Uma is based in WI.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 3 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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