WESTERMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTERMAN FOUNDATION (EIN 75-2897679)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349100227
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T08:58:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752897679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTERMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8132579477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3225 W MACDILL AVE 129 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33629 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSEY THOMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8132579477 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,116,770 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,006 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $736,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $745,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$185,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,077,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $561,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $782,350 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $118,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,674 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,337 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,337 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $185,028 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $174,468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,560 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,917 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,917 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $341,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $230,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $155,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,611,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,611,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,952,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $230,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,766,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,390,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $552,110 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $466,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,711 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,509,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,509,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,509,157 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,520,835 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,139,408 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,139,408 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,712,222 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,283,494 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,283,494 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,208,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,116,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,116,770 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $32,208,228 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,116,770 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,208,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,116,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,208,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,116,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,208,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,390,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,299,320 | OtherIncreasesAmt |
| Subtotal | $34,116,770 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,116,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF INVESTMENTS | $7,077,456 | $7,262,714 | -$185,258 | -$185,258 | |
| PARTNERSHIP INVESTMENTS | $81,079 | $81,079 | $81,079 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$104,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,217 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,217 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,543 | OverpaymentAmt |
| Applied To ES Tax | $53,543 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEWESTERMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRTLE CALLIAGHAN & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9522344500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 UTICA AVE S SUITE 210 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VALERIE H GODDARD | ||||||||
| 3225 S MACDILL BLVD SUITE 129 | TAMPA | FL | 33629 | EXECUTIVE DIRECTOR | 20.00 | $78,750 | $0 | $0 |
| LINDSEY THOMPSON | ||||||||
| 6501 TWIN OAKS DR | PLANO | TX | 75024 | PRESIDENT | 10.00 | $25,000 | $0 | $0 |
| JOHN SETTICH | ||||||||
| 8664 DEER CREEK RD | ATCHISON | KS | 66002 | VICE PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| DAN CAREY | ||||||||
| 15412 W BLUE VERDE DR | SUN CITY WEST | AZ | 85375 | TREASURER | 1.00 | $5,000 | $0 | $0 |
| JULIE WESTERMAN | ||||||||
| 6213 BOXCAR RUN | AUSTIN | TX | 78745 | DIRECTOR | 1.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRTLE CALLAGHAN & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BARR HARBOR DRIVE 5TH FLOOR | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $166,471 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,425,938 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,719,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,719,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,213,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,660,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,660,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,674 | TotalTaxAmt |
| Distributable Before Adj | $1,653,011 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,653,011 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,653,011 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,766,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,766,964 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,653,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,517,544 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,766,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,517,544 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,403,591 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE WESTERMAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3225 MACDILL AVE SUITE 129 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8132578477 | RecipientPhoneNum |
| Recipient Email Address | INFO@THEWESTERMANFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION FORM IS FOUND ON THE WEBSITE AND INCLUDES INFORMATION ON WHAT IS REQUIRED TO BE INCLUDED IN THE GRANT SUBMISSIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE SUBMISSION DEADLINE IS AUGUST 1ST, ANNUALLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GIVEN TO US ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF CHICAGO DOMESTIC VIOLENCE OUTREACH | |||||||
| 1914 S ASHLAND | CHICAGO | IL | 60608 | N/A | PC | GENERAL PURPOSES | $20,000 |
| BATTERED WOMEN'S FOUNDATION | |||||||
| 4166 WILLMAN AVE | NORTH RICHLAND HILLS | TX | 76180 | N/A | PC | GENERAL PURPOSES | $10,000 |
| BENEDICTINE COLLEGE ATCHISON | |||||||
| 1020 NORTH SECOND STREET | ATCHISON | KS | 66002 | N/A | PC | GENERAL PURPOSES | $30,000 |
| BENEDICTINE FATHERS OF SACRED HEART MISSION DBA SAINT GREGORY'S ABBEY | |||||||
| 1900 WEST MAC ARTHUR STREET | SHAWNEE | OK | 74804 | N/A | PC | GENERAL PURPOSES | $11,100 |
| BISHOP GORMAN CATHOLIC SCHOOL | |||||||
| 1405 E SE LOOP 323 | TYLER | TX | 75701 | N/A | PC | GENERAL PURPOSES | $4,900 |
| BISHOP MCGUINNESS CATHOLIC HIGH SCHOOL | |||||||
| 801 NW 50TH ST | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL PURPOSES | $5,000 |
| BISHOP WARD HIGH SCHOOL | |||||||
| 708 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | N/A | PC | GENERAL PURPOSES | $50,000 |
| CATHOLIC CHARITIES COMMUNITY SERVICES ODESSA INC | |||||||
| 2500 ANDREWS HWY | ODESSA | TX | 79761 | N/A | PC | GENERAL PURPOSES | $20,000 |
| CATHOLIC CHARITIES DIOCESE OF TYLER | |||||||
| 202 W FRONT STREET | TYLER | TX | 75702 | N/A | PC | GENERAL PURPOSES | $40,000 |
| CATHOLIC CHARITIES FORT WORTH | |||||||
| 249 THORNHILL DRIVE | FORT WORTH | TX | 76115 | N/A | PC | GENERAL PURPOSES | $35,000 |
| CATHOLIC CHARITIES GALLUP INC | |||||||
| 503 W HWY 66 STE C | GALLUP | NM | 87301 | N/A | PC | GENERAL PURPOSES | $5,000 |
| CATHOLIC CHARITIES OF CENTRAL TEXAS | |||||||
| 1625 RUTHERFORD LANE | AUSTIN | TX | 78754 | N/A | PC | GENERAL PURPOSES | $25,000 |
| CATHOLIC CHARITIES OF DALLAS INC | |||||||
| 1421 WEST MOCKINGBIRD LANE | DALLAS | TX | 75247 | N/A | PC | GENERAL PURPOSES | $5,000 |
| CATHOLIC CHARITIES OF EASTERN OKLAHOMA | |||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | N/A | PC | GENERAL PURPOSES | $25,000 |
| CATHOLIC CHARITIES OF NORTH LOUISIANA | |||||||
| 902 OLIVE STREET | SHREVEPORT | LA | 71104 | N/A | PC | GENERAL PURPOSES | $10,000 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | |||||||
| 9720 WEST 87TH STREET | OVERLAND PARK | KS | 66212 | N/A | PC | GENERAL PURPOSES | $25,000 |
| CATHOLIC CHARITIES OF NORTHERN KANSAS | |||||||
| 1500 S 9TH ST | SALINA | KS | 67401 | N/A | PC | GENERAL PURPOSES | $30,000 |
| CATHOLIC CHARITIES OF SOUTHWEST LOUISIANA IN THE ROMAN CATHOLIC DIOCESE OF | |||||||
| 1225 2ND STREET | LAKE CHARLES | LA | 70601 | N/A | PC | GENERAL PURPOSES | $20,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | |||||||
| 1232 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL PURPOSES | $5,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE INC | |||||||
| 1900 S ACADIAN THRUWAY | BATON ROUGE | LA | 70808 | N/A | PC | GENERAL PURPOSES | $11,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF LAREDO | |||||||
| 1919 CEDAR AVE | LAREDO | TX | 78040 | N/A | PC | GENERAL PURPOSES | $50,000 |
| CATHOLIC CHARITIES OF THE RIO GRANDE VALLEY | |||||||
| 700 N VIRGEN DE SAN JUAN BLVD | SAN JUAN | TX | 78589 | N/A | PC | GENERAL PURPOSES | $50,000 |
| CATHOLIC CHARITIES OF THE TEXAS PANHANDLE | |||||||
| 2004 N SPRING ST | AMARILLO | TX | 79107 | N/A | PC | GENERAL PURPOSES | $50,000 |
| CATHOLIC CHARITIES OF WICHITA | |||||||
| 437 NORTH TOPEKA STREET | WICHITA | KS | 67202 | N/A | PC | GENERAL PURPOSES | $30,000 |
| CRISTO REY KANSAS CITY | |||||||
| 211 WEST LINWOOD BOULEVARD | KANSAS CITY | MO | 64111 | N/A | PC | GENERAL PURPOSES | $30,000 |
| CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL DEL CITY | |||||||
| 4200 LEONHARDT DR | DEL CITY | OK | 73115 | N/A | PC | GENERAL PURPOSES | $7,500 |
| DONNELLY COLLEGE | |||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | N/A | PC | GENERAL PURPOSES | $40,000 |
| GUADALUPE EDUCATIONAL CENTER (DBA GUADALUPE REGIONAL MIDDLE SCHOOL) | |||||||
| 1214 LINCOLN ST | BROWNSVILLE | TX | 78521 | N/A | PC | GENERAL PURPOSES | $10,000 |
| HAYDEN CATHOLIC HIGH SCHOOL | |||||||
| 401 SW GAGE BLVD | TOPEKA | KS | 66606 | N/A | PC | GENERAL PURPOSES | $10,000 |
| HOLY CROSS CATHOLIC SCHOOL | |||||||
| 8101 W 95TH STREET | OVERLAND PARK | KS | 66212 | N/A | PC | GENERAL PURPOSES | $25,000 |
| HOLY NAME CATHOLIC SCHOOL | |||||||
| 700 FULLER | WINFIELD | KS | 67156 | N/A | PC | GENERAL PURPOSES | $9,400 |
| HOLY NAME CATHOLIC SCHOOL | |||||||
| 406 WILLOW STREET | COFFEYVILLE | KS | 67337 | N/A | PC | GENERAL PURPOSES | $9,000 |
| HOLY SAVIOR CATHOLIC ACADEMY | |||||||
| 3000 E 13TH | WICHITA | KS | 67214 | N/A | PC | GENERAL PURPOSES | $19,000 |
| HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 3815 OAK LAWN AVE | DALLAS | TX | 75219 | N/A | PC | GENERAL PURPOSES | $10,000 |
| JOHN PAUL THE GREAT ACADEMY | |||||||
| 1522 CARMEL DRIVE | LAFAYETTE | LA | 70501 | N/A | PC | GENERAL PURPOSES | $10,000 |
| JOPLIN AREA CATHOLIC SCHOOLS | |||||||
| 930 S PEARL AVE | JOPLIN | MO | 64834 | N/A | PC | GENERAL PURPOSES | $10,000 |
| LITTLE FLOWER SCHOOL | |||||||
| 905 KENTUCKY AVE | SAN ANTONIO | TX | 78201 | N/A | PC | GENERAL PURPOSES | $10,000 |
| MATER DEI CATHOLIC SCHOOL | |||||||
| 934 SW CLAY STREET | TOPEKA | KS | 66606 | N/A | PC | GENERAL PURPOSES | $30,000 |
| MOST HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 10000 PHEASANT RD | EL PASO | TX | 79924 | N/A | PC | GENERAL PURPOSES | $11,500 |
| MOUNT ST SCHOLASTICA | |||||||
| 801 S 8 TH ST | ATCHISON | KS | 66002 | N/A | PC | GENERAL PURPOSES | $45,000 |
| OUR LADY'S SCHOOL | |||||||
| 1111 CYPRESS STREET | SULPHUR | LA | 70663 | N/A | PC | GENERAL PURPOSES | $35,000 |
| PRINCE OF PEACE CATHOLIC SCHOOL | |||||||
| 5100 WEST PLANO PARKWAY | PLANO | TX | 75093 | N/A | PC | GENERAL PURPOSES | $10,000 |
| RESURRECTION CATHOLIC SCHOOL | |||||||
| 425 N 15TH ST | KANSAS CITY | KS | 66102 | N/A | PC | GENERAL PURPOSES | $50,000 |
| SACRED HEART CATHOLIC SCHOOL ARKANSAS CITY | |||||||
| 555 WOODROW DR | GALLUP | NM | 87301 | N/A | PC | GENERAL PURPOSES | $5,500 |
| SACRED HEART CATHOLIC SCHOOL GALLUP | |||||||
| 312 S B STREET | ARKANSAS CITY | KS | 67005 | N/A | PC | GENERAL PURPOSES | $30,000 |
| SACRED HEART CATHOLIC SCHOOL OKLAHOMA CITY | |||||||
| 2700 S SHARTEL AVE | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL PURPOSES | $25,000 |
| SAINT BRUNO CATHOLIC SCHOOL | |||||||
| 4839 S HARDING AVE | CHICAGO | IL | 60632 | N/A | PC | GENERAL PURPOSES | $5,000 |
| SAINT CATHERINE OF ALEXANDRIA SCHOOL | |||||||
| 2515 W 46TH ST | TULSA | OK | 74107 | N/A | PC | GENERAL PURPOSES | $20,000 |
| SAINT MARGARET MARY CATHOLIC SCHOOL | |||||||
| 2635 PATTIE STREET | WICHITA | KS | 67216 | N/A | PC | GENERAL PURPOSES | $18,500 |
| SAINT MICHAEL INDIAN SCHOOL | |||||||
| 1 LUPTON RD | ST MICHAELS | AZ | 86511 | N/A | PC | GENERAL PURPOSES | $5,000 |
| SAINT PATRICK CATHOLIC SCHOOL - WICHITA | |||||||
| 2023 N ARKANSAS AVE | WICHITA | KS | 67203 | N/A | PC | GENERAL PURPOSES | $25,000 |
| SAINT PAUL CATHOLIC SCHOOL | |||||||
| 21650 W 115TH TERRACE | OLATHE | KS | 66061 | N/A | PC | GENERAL PURPOSES | $5,000 |
| ST PETER CLAVER CATHOLIC SCHOOL | |||||||
| 1401 N GOVERNOR STREET | TAMPA | FL | 33602 | N/A | PC | GENERAL PURPOSES | $10,000 |
| SAN JUAN DIEGO CATHOLIC HIGH SCHOOL | |||||||
| 2512 SOUTH 1ST STREET | AUSTIN | TX | 78704 | N/A | PC | GENERAL PURPOSES | $10,000 |
| SAN MIGUEL SCHOOL OF TULSA | |||||||
| 2444 E ADMIRAL BLVD | TULSA | OK | 74110 | N/A | PC | GENERAL PURPOSES | $20,000 |
| SISTER BJ'S PANTRY | |||||||
| 819 NW 4TH STREET | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL PURPOSES | $10,000 |
| SISTER THEA BOWMAN CATHOLIC SCHOOL | |||||||
| 8213 CHURCH LANE | EAST ST LOUIS | IL | 62203 | N/A | PC | GENERAL PURPOSES | $15,000 |
| ST PATRICK CATHOLIC SCHOOL | |||||||
| 409 S MALCOLM | CHANUTE | KS | 66720 | N/A | PC | GENERAL PURPOSES | $17,000 |
| ST AUSTIN CATHOLIC SCHOOL | |||||||
| 2026 GUADALUPE STREET | AUSTIN | TX | 78705 | N/A | PC | GENERAL PURPOSES | $15,000 |
| ST BENEDICT CATHOLIC SCHOOL | |||||||
| 201 UNITY ST | ATCHISON | KS | 66002 | N/A | PC | GENERAL PURPOSES | $10,000 |
| ST BENEDICT'S ABBEY | |||||||
| 1020 NORTH 2ND STREET | ATCHISON | KS | 66002 | N/A | PC | GENERAL PURPOSES | $25,000 |
| ST BENILDE SCHOOL | |||||||
| 1801 DIVISION ST | METAIRIE | LA | 70001 | N/A | PC | GENERAL PURPOSES | $20,000 |
| ST JAMES CATHOLIC SCHOOL | |||||||
| 1224 SW 41ST ST | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL PURPOSES | $10,000 |
| ST JOHN THE BAPTIST CATHOLIC SCHOOL | |||||||
| 323 COLLYER ST | LONGMONT | CO | 80501 | N/A | PC | GENERAL PURPOSES | $10,000 |
| ST JOSEPH CATHOLIC SCHOOL | |||||||
| 139 S MILLWOOD ST | WICHITA | KS | 67213 | N/A | PC | GENERAL PURPOSES | $5,000 |
| ST MARY'S CATHOLIC SCHOOL | |||||||
| 520 WASHBURN STREET | TAYLOR | TX | 76574 | N/A | PC | GENERAL PURPOSES | $5,000 |
| ST MARY'S CATHOLIC SCHOOL | |||||||
| 405 HOLLYBROOK DRIVE | LONGVIEW | TX | 75605 | N/A | PC | GENERAL PURPOSES | $5,000 |
| ST REGIS ACADEMY | |||||||
| 8941 JAMES A REED ROAD | KANSAS CITY | MO | 64138 | N/A | PC | GENERAL PURPOSES | $15,000 |
| STS PETER AND PAUL CATHOLIC SCHOOL | |||||||
| 1428 N 67TH EAST AVE | TULSA | OK | 74115 | N/A | PC | GENERAL PURPOSES | $25,000 |
| THE ARCHDIOCESE OF DENVER (OFFICE OF CATHOLIC SCHOOLS) | |||||||
| 1300 SOUTH STEELE STREET | DENVER | CO | 80210 | N/A | PC | GENERAL PURPOSES | $50,000 |
| THE CATHOLIC SCHOOL OF ST EUGENE | |||||||
| 2400 WEST HEFNER ROAD | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL PURPOSES | $5,000 |
| WELLSPRING CATHOLIC ACADEMY OF ST BERNADETTE | |||||||
| 1100 UPHAM ST | LAKEWOOD | CO | 80214 | N/A | PC | GENERAL PURPOSES | $10,000 |
| XAVIER CATHOLIC SCHOOL | |||||||
| 1409 2ND AVENUE | LEAVENWORTH | KS | 66048 | N/A | PC | GENERAL PURPOSES | $17,000 |
| BISHOP DUNNE CATHOLIC SCHOOL | |||||||
| 3900 RUGGED DRIVE | DALLAS | TX | 75224 | N/A | PC | GENERAL PURPOSES | $10,000 |
| GOOD SHEPHERD CATHOLIC SCHOOL | |||||||
| 214 SOUTH GARLAND AVENUE | GARLAND | TX | 75040 | N/A | PC | GENERAL PURPOSES | $10,000 |
| HOLY FAMILY CATHOLIC ACADEMY | |||||||
| 2323 CHEYENNE ST | IRVING | TX | 75062 | N/A | PC | GENERAL PURPOSES | $25,000 |
| HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 3815 OAK LAWN AVE | DALLAS | TX | 75219 | N/A | PC | GENERAL PURPOSES | $10,000 |
| MOUNT SAINT MICHAEL CATHOLIC SCHOOL | |||||||
| 4500 W DAVIS ST | DALLAS | TX | 75211 | N/A | PC | GENERAL PURPOSES | $10,000 |
| OUR LADY OF PERPETUAL HELP SCHOOL | |||||||
| 7625 CORTLAND AVE | DALLAS | TX | 75235 | N/A | PC | GENERAL PURPOSES | $10,000 |
| SAINT CECILIA CATHOLIC SCHOOL | |||||||
| 635 MARY CLIFF ROAD | DALLAS | TX | 75208 | N/A | PC | GENERAL PURPOSES | $25,000 |
| SAINT PAUL CATHOLIC CLASSICAL SCHOOL (FORMERLY SAINT PAUL THE APOSTLE CATHO | |||||||
| 720 S FLOYD ROAD | RICHARDSON | TX | 75080 | N/A | PC | GENERAL PURPOSES | $15,000 |
| SAINT PHILIP AND SAINT AUGUSTINE CATHOLIC ACADEMY | |||||||
| 8151 MILITARY PARKWAY | DALLAS | TX | 75227 | N/A | PC | GENERAL PURPOSES | $15,000 |
| SANTA CLARA OF ASSISI CATHOLIC ACADEMY | |||||||
| 4550 W DAVIS STREET | DALLAS | TX | 75211 | N/A | PC | GENERAL PURPOSES | $40,000 |
| ST MARY OF CARMEL CATHOLIC SCHOOL | |||||||
| 1716 SINGLETON BLVD | DALLAS | TX | 75212 | N/A | PC | GENERAL PURPOSES | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,611,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,019 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $736,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$185,258 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $561,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $561,991 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,674 | Amt |
| Net Investment Income | $11,337 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,337 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL US CORP F I HCS - HCXSX 167,029.152SH | $1,483,219 | $1,483,219 |
| HC CAPITAL UC GOVT F I STRA - HCUSX 624,078.368SH | $5,379,556 | $5,379,556 |
| HC CAPITAL US MORT AST HCS - HCASX 152,707.312SH | $1,276,633 | $1,276,633 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL INSTL INTL EQ HCS - HCINX 397,443.368SH | $4,093,667 | $4,093,667 |
| HC CAPITAL TR EMERG MKTS HCS - HCEMX 111,031.893SH | $1,924,183 | $1,924,183 |
| HC THE INSTL US EQUITY PORTFOLIO - HCIGX 273,163.689SH | $4,326,913 | $4,326,913 |
| VANGUARD S P 500 ETF - VOO ETF 16,402SH | $7,164,394 | $7,164,394 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2 | FMV | $112,521 | $112,521 |
| ARES ENERGY INFRASTRUCTURE V ASP CLASS AE-U | FMV | $283,035 | $283,035 |
| ARROWNARK GLOBAL OPPORTUNITY FUND | FMV | $693,029 | $693,029 |
| CARLYLE REALTY PARTNERS VII ASP | FMV | $250,341 | $250,341 |
| DBL PARTNERS IV LP | FMV | $185,899 | $185,899 |
| FRANCISCO PARTNERS VI-B LP | FMV | $253,567 | $253,567 |
| GWL US PROPERTY ASP FUND CL A SER U | FMV | $1,700,101 | $1,700,101 |
| HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP | FMV | $557,851 | $557,851 |
| HIRTLE CALLAGHAN PE FUND 2020 LTD. | FMV | $1,134,486 | $1,134,486 |
| HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2022 (A) | FMV | $184,214 | $184,214 |
| INST VENTURE PRTNRS XVII | FMV | $796,788 | $796,788 |
| KKR SPECIAL SITUATIONS II ASP FUND | FMV | $183,041 | $183,041 |
| NEWFOUNDLAND TERRANOVA OFFSHORE FUND | FMV | $66,978 | $66,978 |
| ORBIMED ASIA PARTNERS TV LP | FMV | $232,486 | $232,486 |
| PORT ADV SECONDARY FD TV (OFFSHORE) | FMV | $825,899 | $825,899 |
| RIVERSIDE CAPITAL APPRECIATION VII ASP FD CLASS A INITIAL | FMV | $426,826 | $426,826 |
| SPF SECURITIZED PRODUCTS FUND LTD | FMV | $6,303 | $6,303 |
| STERLING INVESTMENT PARTNERS IV LP | FMV | $105,248 | $105,248 |
| HIRTLE CALLAGHAN ALTERNATIVE CREDIT | FMV | $284,881 | $284,881 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $0 | $44,435 | $0 |
| CREDIT CARD FEES | $387 | $0 | $387 |
| SOFTWARE FEES: WIZEHIVE | $11,748 | $0 | $11,748 |
| TELECOMMUNICATIONS | $788 | $0 | $788 |
| MISCELLANEOUS EXPENSES | $1,994 | $0 | $1,994 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $3,299,320 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $174,468 | $174,468 | $0 |
| GRANT CONTRACTOR | $10,560 | $0 | $10,560 |
Comments