Civic Intelligence

Herman O West Foundation

990PF • Fiscal year 2023 • EIN 38-3674460

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
530 Herman O West DriveExton, PA 19341

(610) 594-2900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

63rd percentile

8.9%

Faster asset growth than 63% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,505,196

Up $862,444 (+8.9%) from 2022

Net Assets

$10,505,160

No earlier filing loaded for comparison.

Liabilities

Up

$36

Up $72 (+200%) from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin86th percentile

Revenue

Up

$1,988,290

Up $5,452,152 (+157%) from 2022

Expenses

Down

$1,125,774

Down $188,085 (-14%) from 2022

Net Income

Up

$862,516

Up $5,640,237 (+118%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0-$5.0MAssets 2011: $2,588,354Liabilities 2011: $1,175,8702011Assets 2012: $3,447,277Liabilities 2012: $1,606,8692012Assets 2013: $4,603,935Liabilities 2013: $587,2102013Assets 2014: $5,267,972Liabilities 2014: $1,066,0662014Assets 2015: $4,993,983Liabilities 2015: $124,9852015Assets 2019: $6,592,494Liabilities 2019: $388,6662019Assets 2021: $14,420,474Liabilities 2021: -$362021Assets 2022: $9,642,752Liabilities 2022: -$362022Assets 2023: $10,505,196Liabilities 2023: $36Net Assets 2023: $10,505,1602023Assets 2024: $9,152,484Liabilities 2024: $36Net Assets 2024: $9,152,4482024

Highlighted filing

2023

Assets$10,505,196
Liabilities$36
Net Assets$10,505,160
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $624,079Expenses 2011: $695,303Net Income 2011: -$71,2242011Revenue 2012: $626,415Expenses 2012: $788,480Net Income 2012: -$162,0652012Revenue 2013: $1,030,651Expenses 2013: $755,730Net Income 2013: $274,9212013Revenue 2014: $1,677,216Expenses 2014: $1,492,035Net Income 2014: $185,1812014Revenue 2015: $1,961,641Expenses 2015: $1,294,549Net Income 2015: $667,0922015Revenue 2019: $1,776,026Expenses 2019: $415,247Net Income 2019: $1,360,7792019Revenue 2021: $5,110,042Expenses 2021: $912,068Net Income 2021: $4,197,9742021Revenue 2022: -$3,463,862Expenses 2022: $1,313,859Net Income 2022: -$4,777,7212022Revenue 2023: $1,988,290Expenses 2023: $1,125,774Net Income 2023: $862,5162023Revenue 2024: $427,446Expenses 2024: $1,780,159Net Income 2024: -$1,352,7132024

Highlighted filing

2023

Revenue$1,988,290
Expenses$1,125,774
Net Income$862,516
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Annette FavoritePresident-$0--
Paula A JohnsonVice President-$0--
Jim FaustTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herman O West Foundation
EIN
38-3674460
In Care Of
% WEST PHARMACEUTICAL SERVICES
Phone
6105942900
Address
530 Herman O West Drive, Exton, PA 19341

Signing Officer

Name
Patrick Stodel
Title
VP Global Tax
Phone
6105942900
Signed
2024-11-13
Raw XML Appendix297 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0VANGUARD FUNDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1WEST STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0961069
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt123345
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0829979
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1401661
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-131090
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1378316
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0240599
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03436
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0CONTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt0320086
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01988290
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01988290
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0247226
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01041040
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0240599
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0862516
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01988290
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt084734
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt084734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0247226
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0862516
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt036
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010505196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09642680
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010505160
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0506432
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0506432
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0506432
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0513363
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06931
IRS990PF/DistributableAmountGrp/TotalTaxAmt06931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04073
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt09142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016073
IRS990PF/FMVAssetsEOYAmt010505196
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IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt036
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt024000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0100594
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt09642680
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt010505160
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0217281
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0311522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09401471
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010093080
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09642752
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0-36
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt036
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09642644
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010423621
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0521517
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09902104
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0156354
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0513363
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010267267
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010423621
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0530 HERMAN O WEST DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0EXTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Annette Favorite
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Paula A Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jim Faust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0530 Herman O West Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1530 Herman O West Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2530 Herman O West Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Exton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Exton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Exton
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019341
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06105942900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Sample Attached
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0westpharma.com
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Herman O West Scholarship Program
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06105942900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0530 Herman O West Drive
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Exton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019341
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Scholarship recipients must be dependents of West Pharmaceutical Services Inc and Subs employees.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0February 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt296818
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3529222
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Academic scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Matching Gifts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Campaign Matches
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Multi Year Grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Matching Gifts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Campaign Matches
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Not Related
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Not Related
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Not Related
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Not Related
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0530 Herman O West Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1530 Herman O West Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2530 Herman O West Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3530 Herman O West Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Exton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Exton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Exton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Exton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319341
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01041040
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0506432
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0506432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0783466
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0524649
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01927457
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0619342
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0783466
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0524649
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01125774
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0619342
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01927457
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01308115
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BENEVITY
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Stodel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Global Tax
ReturnHeader/BusinessOfficerGrp/PhoneNum06105942900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Herman O West Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERM
ReturnHeader/Filer/EIN0383674460
ReturnHeader/Filer/InCareOfNm0% WEST PHARMACEUTICAL SERVICES
ReturnHeader/Filer/PhoneNum06105942900
ReturnHeader/Filer/USAddress/AddressLine1Txt0530 Herman O West Drive
ReturnHeader/Filer/USAddress/CityNm0Exton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019341
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-11-13T10:52:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,505,196
Liabilities
$36
Net assets
$10,505,160
Revenue
$1,988,290
Expenses
$1,125,774
Net income
$862,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.43$1.78$1.35
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$1.99$1.13$0.86
2022Summary only. Only limited summary data is available for this year.$9.64$0.00$3.46$1.31$4.78
2021Summary only. Only limited summary data is available for this year.$14.4$0.00$5.11$0.91$4.20
2019Summary only. Only limited summary data is available for this year.$6.59$0.39$1.78$0.42$1.36
2015Summary only. Only limited summary data is available for this year.$4.99$0.12$1.96$1.29$0.67
2014Summary only. Only limited summary data is available for this year.$5.27$1.07$1.68$1.49$0.19
2013Summary only. Only limited summary data is available for this year.$4.60$0.59$1.03$0.76$0.27
2012Summary only. Only limited summary data is available for this year.$3.45$1.61$0.63$0.79$0.16
2011Summary only. Only limited summary data is available for this year.$2.59$1.18$0.62$0.70$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • $10M-$25M nonprofits