WESTERMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTERMAN FOUNDATION (EIN 75-2897679)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202333149349100318
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T08:36:09-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752897679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 S 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDSEY | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | TINA HENTON | PreparerPersonNm |
| PTIN | P00630282 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2023-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,208,228 | 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 | $3,708 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,708 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $396,608 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$737,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,890,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89,813 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $123,715 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$247,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $590,015 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $116,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,339 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,170 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,170 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $131,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $423 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,817 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87,275 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,817 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $435,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $302,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,197,366 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,197,366 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,632,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $302,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,285,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,879,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,279 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,521 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $749,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $466,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $466,013 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,298,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,509,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,509,158 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,630,278 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,520,835 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,520,835 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,617,113 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,712,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,712,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,328,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,208,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,208,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $32,328,144 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,208,228 | 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 | $32,328,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,208,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,328,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,208,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,328,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,879,804 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,743,813 | OtherIncreasesAmt |
| Subtotal | $34,192,153 | SubtotalAmt |
| Other Decreases | $1,983,925 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,208,228 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,890,441 | $7,627,745 | -$737,304 | -$737,304 | |
| CAPITAL GAINS FOR PARTNERSHIP ACTIVITY | $225,778 | $225,778 | $225,778 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$511,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,993 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,280 | 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 | $65,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $70 | EsPenaltyAmt |
| Overpayment | $61,217 | OverpaymentAmt |
| Applied To ES Tax | $61,217 | 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 | Yes (1) | 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 |
| Individual With Books | HIRTLE CALLAGHAN CO | IndividualWithBooksNm |
| 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 (7 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 | $73,750 | $0 | $0 |
| LINDSEY THOMPSON | ||||||||
| 6501 TWIN OAKS DR | PLANO | TX | 75024 | PRESIDENT | 10.00 | $17,500 | $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 |
| SANDRA ZITA PRATT | ||||||||
| 42 CROWN PLACE | RICHARDSON | TX | 75080 | SECRETARY | 1.00 | $5,000 | $0 | $0 |
| JAMES LEWIS III | ||||||||
| 14657 SW 17RD ST | ROSE HILL | KS | 67133 | DIRECTOR | 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 | $140,346 | 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 | $24,933,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $667,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,712,223 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,313,410 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,313,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $529,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,783,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,739,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,739,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,993 | TotalTaxAmt |
| Distributable Before Adj | $1,735,192 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,735,192 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,735,192 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,285,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,285,878 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,735,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,068,230 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,285,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,068,230 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $217,648 | 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 | $1,517,544 | 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 LISTS WHAT NEEDS TO BE SUBMITTED. | 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BATTERED WOMEN'S FOUNDATION | ||||||
| 4166 WILLMAN AVE | NORTH RICHLAND HILLS | TX | 76180 | PC | EMERGENCY CARE PROGRAM FOR BATTERED WOMEN AND THEIR CHILDREN | $10,000 |
| BENEDICTINE COLLEGE | ||||||
| 1020 NORTH SECOND STREET | ATCHISON | KS | 66002 | PC | CENTER FOR FAMILY LIFE: FAMILY WEEK | $5,000 |
| BISHOP WARD HIGH SCHOOL | ||||||
| 708 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | PC | FORWARD READY | $35,000 |
| CATHOLIC CHARITIES COMMUNITY SERVICES ODESSA INC | ||||||
| 2500 ANDREWS HWY | ODESSA | TX | 79761 | PC | EMERGENCY SERVICES | $25,000 |
| CATHOLIC CHARITIES DIOCESE OF TYLER | ||||||
| 202 W FRONT STREET | TYLER | TX | 75702 | PC | EDUCATION IS THE KEY TO RESILIENCY | $15,000 |
| CATHOLIC CHARITIES GALLUP INC | ||||||
| 503 W HWY 66 STE C | GALLUP | NM | 87301 | PC | CATHOLIC CHARITIES OF GALLUP: PROMOTING FAMILY RESILIENCE | $50,000 |
| CATHOLIC CHARITIES OF NORTH LOUISIANA | ||||||
| 902 OLIVE STREET | SHREVEPORT | LA | 71104 | PC | FAMILY STRENGTHENING | $20,000 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | ||||||
| 9720 WEST 87TH STREET | OVERLAND PARK | KS | 66212 | PC | FOOD IN FOCUS, FY23 | $22,500 |
| CATHOLIC CHARITIES OF NORTHERN KANSAS | ||||||
| 1500 S 9TH ST | SALINA | KS | 67401 | PC | EMERGENCY ASSISTANCE FOR NORTH CENTRAL KANSAS | $30,000 |
| CATHOLIC CHARITIES OF SOUTHEAST TEXAS | ||||||
| 2780 EASTEX FREEWAY | BEAUMONT | TX | 77703 | PC | MARKET TO HOPE - FOOD ASSISTANCE | $25,000 |
| CATHOLIC CHARITIES OF SOUTHERN MISSOURI INC | ||||||
| 424 MONASTERY RD | SPRINGFIELD | MO | 65807 | PC | EXPANDING HEALTHY MOMS HEALTHY BABIES PROGRAM | $5,000 |
| CATHOLIC CHARITIES OF SOUTHWEST LOUISIANA IN THE ROMAN CATHOLIC DIOCESE OF | ||||||
| 1225 2ND STREET | LAKE CHARLES | LA | 70601 | PC | RENT & UTILITY ASSISTANCE | $50,000 |
| CATHOLIC CHARITIES OF ST LOUIS | ||||||
| 4445 LINDELL BLVD | ST LOUIS | MO | 63108 | PC | PATHWAYS TO PROGRESS (P2P) | $5,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | ||||||
| 1232 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | PC | CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY (CATHOLIC CHARITIES) FAMILY SUPPORT SERVICES (FSS) | $15,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE INC | ||||||
| 1900 S ACADIAN THRUWAY | BATON ROUGE | LA | 70808 | PC | PARENTS AND CHILDREN TOGETHER (PACT) | $10,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF LAS CRUCES DBA CATHOLIC CHARITIES OF S | ||||||
| 125 WEST MOUNTAIN AVENUE | LAS CRUCES | NM | 88005 | PC | THE CATHOLIC CHARITIES PHOENIX FUND | $30,000 |
| CATHOLIC CHARITIES OF THE RIO GRANDE VALLEY | ||||||
| 700 N VIRGEN DE SAN JUAN BLVD | SAN JUAN | TX | 78589 | PC | HOMELESS PREVENTION | $35,000 |
| CATHOLIC CHARITIES OF WICHITA | ||||||
| 437 NORTH TOPEKA STREET | WICHITA | KS | 67202 | PC | CATHOLIC CHARITIES, INC. (DIOCESE OF WICHITA, KS) | $50,000 |
| CENTER FOR ACTION AND CONTEMPLATION | ||||||
| PO BOX 12464 | ALBUQUERQUE | NM | 87195 | PC | TO SUPPORT THE MISSION OF BRINGING ABOUT CONTEMPLATIVE WISDOM AND PRACTICES THAT SUPPORT TRANSFORMATION AND INSPIRE LOVING ACTION. | $5,000 |
| DOMINICAN LITERACY CENTER AURORA | ||||||
| 260 VERMONT STREET | AURORA | IL | 60505 | PC | HELPING IMMIGRANT WOMEN AND FAMILIES THROUGH LITERACY AND CITIZENSHIP | $15,000 |
| DONNELLY COLLEGE | ||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | PC | EMERGENCY ASSISTANCE TO SUPPORT STUDENT RESILIENCY | $45,000 |
| EAST LAKE ACADEMY | ||||||
| 13911 W LAUREL DRIVE | LAKE FOREST | IL | 60045 | PC | EAST LAKE TECHNOLOGY | $10,000 |
| GOOD SHEPHERD | ||||||
| 208 N 8TH | MARIETTA | OK | 73448 | PC | FAITH FORMATION ELEMENTARY GRADES 1-5 | $1,000 |
| GOOD SHEPHERD CATHOLIC SCHOOL | ||||||
| 214 SOUTH GARLAND AVENUE | GARLAND | TX | 75040 | PC | GOOD SHEPHERD TECHNOLOGY UPGRADE | $22,000 |
| HOLY NAME CATHOLIC SCHOOL | ||||||
| 406 WILLOW STREET | COFFEYVILLE | KS | 67337 | PC | IMPROVE READING AND LANGUAGE ARTS COMPREHENSION WITH NEW CURRICULUM AND ADAPTIVE LEARNING TOOLS | $23,500 |
| HOLY NAME CATHOLIC SCHOOL | ||||||
| 700 FULLER | WINFIELD | KS | 67156 | PC | PURCHASE HANDS ON CURRICULUM WITH THE GOAL OF HELPING STUDENTS IMPROVE ACADEMICS WHILE STARTING THEIR JOURNEY OF BEING EXPOSED TO A VARIETY OF CAREER CHOICES. | $13,000 |
| HOLY SAVIOR CATHOLIC ACADEMY | ||||||
| 3000 E 13TH | WICHITA | KS | 67214 | PC | PROVIDING OUR FAMILIES WITH RESOURCES TO BE BETTER PARENTS AND EDUCATORS OF THEIR CHILDREN | $15,000 |
| JOHN PAUL THE GREAT ACADEMY | ||||||
| 1522 CARMEL DRIVE | LAFAYETTE | LA | 70501 | PC | LEADING THROUGH LITERACY | $18,000 |
| JOPLIN AREA CATHOLIC SCHOOLS | ||||||
| 930 S PEARL AVE | JOPLIN | MO | 64834 | PC | TECHNOLOGY UPDATE-SMARTBOARD INTERACTIVE PANELS | $20,000 |
| KING'S KIDS CHRISTIAN ACADEMY OF TAMPA INC | ||||||
| 3000 N 34TH STREET | N TH STREET TAM | FL | 33605 | PC | THE BRIDGE | $5,000 |
| MARIAN MIDDLE SCHOOL | ||||||
| 4130 WYOMING STREET | ST LOUIS | MO | 63116 | PC | GRADUATE SUPPORT PROGRAM (GSP) | $20,000 |
| MATER DEI CATHOLIC SCHOOL | ||||||
| 934 SW CLAY STREET | TOPEKA | KS | 66606 | PC | AFTER SCHOOL STUDY HALL ASSISTANCE | $5,000 |
| MOST HOLY TRINITY CATHOLIC SCHOOL | ||||||
| 10000 PHEASANT RD | EL PASO | TX | 79924 | PC | APPLE IPAD LAB FOR SCHOOLWIDE USE | $8,000 |
| MOUNT SAINT MARY CATHOLIC HIGH SCHOOL | ||||||
| 2801 S SHARTEL AVE | OKLAHOMA CITY | OK | 73109 | PC | MAKING LEARNING ACCESSIBLE TO ALL | $5,000 |
| MOUNT ST SCHOLASTICA | ||||||
| 801 S 8 TH ST | ATCHISON | KS | 66002 | PC | KEELER WOMEN'S CENTER | $35,000 |
| OUR LADY OF PERPETUAL HELP SCHOOL | ||||||
| 7625 CORTLAND AVE | DALLAS | TX | 75235 | PC | TECH RESOURCES TO CLOSE LEARNING GAPS IN CHALLENGED COMMUNITIES | $18,000 |
| OUR LADY OF SORROWS SCHOOL | ||||||
| 1100 GUMWOOD AVE | MCALLEN | TX | 78501 | PC | BUILDING BRIDGES THROUGH STREAM LEARNING | $3,000 |
| OUR LADY OF UNITY CATHOLIC SCHOOL | ||||||
| 2646 S 34TH ST | KANSAS CITY | KS | 66106 | PC | OLU STUDENT SCHOLARSHIPS TO KEEP UP WITH THE EXPECTED INCREASE IN STUDENT ENROLLMENT, COUPLED WITH THE SPIKE IN THE NATIONAL INFLATION RATE AND ITS ADVERSE ECONOMIC IMPACT ON PARENTS | $5,000 |
| OUR LADY'S SCHOOL | ||||||
| 1111 CYPRESS STREET | SULPHUR | LA | 70663 | PC | TEACHING WITH TECH | $25,000 |
| PRINCE OF PEACE CATHOLIC SCHOOL | ||||||
| 5100 W PLANO PARKWAY | PLANO | TX | 75093 | PC | SUPPORT THE STUDENTS OF PRINCE OF PEACE CATHOLIC SCHOOL | $10,000 |
| SACRED HEART CATHOLIC SCHOOL | ||||||
| 312 S B STREET | ARKANSAS CITY | KS | 67005 | PC | NEW READING CURRICULUM FOR SACRED HEART CATHOLIC SCHOOL | $5,000 |
| SACRED HEART CATHOLIC SCHOOL | ||||||
| 2700 S SHARTEL AVE | OKLAHOMA CITY | OK | 73109 | PC | LOVE OF LITERACY | $22,366 |
| SAINT ANN SCHOOL | ||||||
| 2211 WEST 18TH PLACE | CHICAGO | IL | 60608 | PC | INCLUSIVE EDUCATION FUNDING | $5,000 |
| SAINT ANNE CATHOLIC SCHOOL | ||||||
| 1121 W REGAL ST | WICHITA | KS | 67217 | PC | CONVERTING THE AUDITORIUM INTO A FAMILY FOCUSED AREA TO STRENGTHEN FAMILIES BY TEACHING MINDFULNESS, SELF-CARE, ALONG WITH POSITIVE RELATIONSHIPS AND PURPOSE | $2,500 |
| SAINT BRUNO CATHOLIC SCHOOL | ||||||
| 4839 S HARDING AVE | CHICAGO | IL | 60632 | PC | DIGITAL CITIZENSHIP AND SOCIAL EMOTIONAL LEARNING: STUDENT AND FAMILY SUPPORT | $20,000 |
| SAINT CECILIA CATHOLIC SCHOOL | ||||||
| 635 MARY CLIFF ROAD | DALLAS | TX | 75208 | PC | LEARNING ENHANCEMENT INITIATIVE | $25,000 |
| SAINT EUGENE CATHOLIC SCHOOL | ||||||
| 2400 W HEFNER ROAD | OKLAHOMA CITY | OK | 73120 | PC | SUPPORT THE STUDENTS OF SAINT EUGENE CATHOLIC SCHOOL | $5,000 |
| SAINT MARGARET MARY CATHOLIC SCHOOL | ||||||
| 2635 PATTIE STREET | WICHITA | KS | 67216 | PC | PROVIDING TEACHER AND PARENT WORKSHOPS TO HELP STUDENTS RECEIVE THE SKILLS THEY NEED TO LEARN AT SCHOOL | $29,000 |
| SAINT MARY OF CARMEL CATHOLIC SCHOOL INC | ||||||
| 1716 SINGLETON BLVD | DALLAS | TX | 75212 | PC | ACADEMIC ACCELERATION SUPPORT | $45,000 |
| SAINT EUGENE CATHOLIC SCHOOL | ||||||
| PO BOX 650 1 LUPTON RD | ST MICHAELS | AZ | 86511 | PC | SUPPORT THE STUDENTS OF SAINT EUGENE CATHOLIC SCHOOL | $5,000 |
| SAINT PATRICK CATHOLIC SCHOOL - WICHITA | ||||||
| 2023 N ARKANSAS AVE | WICHITA | KS | 67203 | PC | PROVIDE ADDITIONAL MATH CURRICULUM AND ENHANCEMENTS TO HELP DIVERSE LEARNERS IMPROVE THEIR MATH SKILLS | $12,500 |
| SAINT PAUL THE APOSTLE CATHOLIC SCHOOL | ||||||
| 720 S FLOYD ROAD | RICHARDSON | TX | 75080 | PC | SUPPORT THE STUDENTS OF SAINT PAUL THE APOSTLE CATHOLIC SCHOOL | $5,000 |
| SAINT PHILIP AND SAINT AUGUSTINE CATHOLIC ACADEMY | ||||||
| 8151 MILITARY PARKWAY | DALLAS | TX | 75227 | PC | INSTRUCTIONAL COACHING PROGRAM | $35,900 |
| SAN MIGUEL SCHOOL OF TULSA | ||||||
| 2444 E ADMIRAL BLVD | TULSA | OK | 74110 | PC | SUPPORTING THE ELL STUDENT | $15,000 |
| SISTER BJ'S PANTRY | ||||||
| 819 NW 4TH STREET | OKLAHOMA CITY | OK | 73106 | PC | PROVIDE SUPPORT TO SISTER BJ'S PANTRY | $5,000 |
| SISTER THEA BOWMAN CATHOLIC SCHOOL | ||||||
| 8213 CHURCH LANE | EAST ST LOUIS | IL | 62203 | PC | ACADEMIC SUCCESS - CLOSING THE LEARNING GAPS | $5,000 |
| ST MARY'S CATHOLIC SCHOOL | ||||||
| 702 S EDDY ST | FORT SCOTT | KS | 66701 | PC | READING PHONICS PROGRAM | $16,000 |
| ST PATRICK CATHOLIC SCHOOL | ||||||
| 409 S MALCOLM | CHANUTE | KS | 66720 | PC | ST. PATRICK CATHOLIC SCHOOL EDUCATIONAL SUPPORT | $13,000 |
| ST AUSTIN CATHOLIC SCHOOL | ||||||
| 800 HERNDON LANE | AUSTIN | TX | 78704 | PC | ENHANCING THE LEARNING ENVIRONMENT FOR STUDENTS WITH DIVERSE LEARNING STYLES AND DIAGNOSED LEARNING DIFFERENCES | $25,000 |
| ST BENEDICT CATHOLIC SCHOOL | ||||||
| 201 UNITY ST | ATCHISON | KS | 66002 | PC | MEETING THE DIVERSE NEEDS OF EACH INDIVIDUAL CHILD | $20,000 |
| ST BENEDICT'S ABBEY | ||||||
| 1020 NORTH 2ND STREET | ATCHISON | KS | 66002 | PC | ST. BENEDICT'S VOCATIONS VILLAGE | $35,000 |
| ST BENILDE SCHOOL | ||||||
| 1801 DIVISION ST | METAIRIE | LA | 70001 | PC | ST. BENILDE SCHOOL: CURRICULUM DEVELOPMENT & ENHANCEMENT | $10,000 |
| ST JAMES CATHOLIC SCHOOL | ||||||
| 1224 SW 41ST ST | OKLAHOMA CITY | OK | 73109 | PC | SPECIALIZED STAFF TO HELP EMPOWER TEACHERS TO BUILD SUCCESS IN READING AND MATH POST COVID. | $10,000 |
| ST JOSEPH CATHOLIC SCHOOL | ||||||
| 139 S MILLWOOD ST | WICHITA | KS | 67213 | PC | PROVIDE ADAPTIVE CURRICULUM TO HELP OUR STUDENTS WITH MATH AND SCIENCE. | $9,100 |
| ST MARY'S CATHOLIC SCHOOL | ||||||
| 405 HOLLYBROOK DRIVE | LONGVIEW | TX | 75605 | PC | ST. MARY'S CATHOLIC SCHOOL GRANT APPLICATION - THE WESTERMAN FOUNDATION. POST COVID-19 EMERGENCY ASSISTANCE. | $5,000 |
| ST MARY'S CATHOLIC SCHOOL | ||||||
| 520 WASHBURN STREET | TAYLOR | TX | 76574 | PC | TEACHING SCIENCE THROUGH HANDS-ON EXPERIMENTS | $12,000 |
| ST PAUL CATHOLIC SCHOOL | ||||||
| 21650 W 115TH TERRACE | OLATHE | KS | 66061 | PC | FACULTY TRAINING AND RESOURCES | $10,000 |
| ST PETER CLAVER CATHOLIC SCHOOL | ||||||
| 1401 N GOVERNOR STREET | TAMPA | FL | 34637 | PC | PURPOSEFUL PRACTICES | $10,000 |
| STS PETER AND PAUL CATHOLIC SCHOOL | ||||||
| 1428 N 67TH EAST AVE | TULSA | OK | 74115 | PC | STS PETER AND PAUL CATHOLIC IDENTITY PROJECT | $6,000 |
| VINCENT GRAY ACADEMY | ||||||
| 1048 STATE STREET | EAST SAINT LOUIS | IL | 62201 | PC | DIPLOMA PROGRAM | $5,000 |
| XAVIER CATHOLIC SCHOOL | ||||||
| 1409 2D AVENUE | LEAVENWORTH | KS | 66048 | PC | SOCIAL-EMOTIONAL SUPPORT FOR STUDENTS AND FAMILIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,197,366 | 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 | 14 | ExclusionCd |
| Exclusion | $3,708 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $396,608 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,711 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$737,304 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$247,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$247,175 | 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 | $18,339 | Amt |
| Net Investment Income | $9,170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,170 | 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 118,929.916SH | $1,018,040 | $1,018,040 |
| HC CAPITAL UC GOVT F I STRA - HCUSX 432,009.410SH | $3,633,199 | $3,633,199 |
| HC CAPITAL US MORT AST HCS - HCASX 105,661.772SH | $869,596 | $869,596 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL INSTL INTL EQ HCS - HCINX 343,731.436SH | $3,103,895 | $3,103,895 |
| HC CAPITAL TR EMERG MKTS HCS - HCEMX 118,938.302SH | $1,932,747 | $1,932,747 |
| HC THE INSTL US EQUITY PORTFOLIO - HCIGX 305,358.143SH | $4,406,318 | $4,406,318 |
| ISHARES RUSSELL MID CAP GROWTH - IWP ETF 3,888SH | $325,037 | $325,037 |
| VANGUARD S P 500 ETF - VOO ETF 19,187SH | $6,741,161 | $6,741,161 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO NATURAL RES II ASP FUND CL AE U | FMV | $145,155 | $145,155 |
| ARES ENERGY INFRASTRUCTURE V ASP CLASS AE-U | FMV | $297,860 | $297,860 |
| ARROWMARK GLOBAL OPPORTUNITY FUND | FMV | $748,707 | $748,707 |
| CARLYLE REALTY PARTNERS VII ASP | FMV | $285,544 | $285,544 |
| DBL PARTNERS IV LP | FMV | $188,351 | $188,351 |
| FRANCISCO PARTNERS VI-B LP | FMV | $194,711 | $194,711 |
| GWL US PROPERTY ASP FUND CL A SER U | FMV | $2,372,787 | $2,372,787 |
| HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP | FMV | $493,628 | $493,628 |
| HIRTLE CALLAGHAN PE FUND 2020 LTD. | FMV | $835,267 | $835,267 |
| HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2022 (A) | FMV | $51,430 | $51,430 |
| INST VENTURE PRTNRS XVII | FMV | $639,591 | $639,591 |
| KKR SPECIAL SITUATIONS II ASP FUND | FMV | $244,054 | $244,054 |
| NEWFOUNDLAND TERRANOVA OFFSHORE FUND | FMV | $229,064 | $229,064 |
| NORTH ROCK FUND LIMITED | FMV | $532,618 | $532,618 |
| ORBIMED ASIA PARTNERS IV LP | FMV | $185,099 | $185,099 |
| PORT ADV SECONDARY FD IV (OFFSHORE) | FMV | $795,423 | $795,423 |
| RIVERSIDE CAPITAL APPRECIATION VII ASP FD CLASS A INITIAL | FMV | $516,019 | $516,019 |
| ROSE GROVE OFFSHORE FD LTD. | FMV | $400,709 | $400,709 |
| SPF SECURITIZED PRODUCTS FUND LTD | FMV | $464,400 | $464,400 |
| STERLING INVESTMENT PARTNERS IV LP | FMV | $91,805 | $91,805 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $1,983,925 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $0 | $87,275 | $0 |
| CREDIT CARD FEES | $1,527 | $0 | $1,527 |
| SOFTWARE FEES: WIZEHIVE | $5,290 | $0 | $5,290 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $89,711 | $123,715 | $89,711 |
| OTHER REVENUE | $102 | $102 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO RECORD INVESTMENTS AT FMV | Desc |
| Amt | $3,743,813 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $147,743 | $147,743 | $0 |
| GRANT CONTRACTOR | $14,400 | $0 | $14,400 |
| $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $131,320 | $0 | $0 |
| FOREIGN TAXES | $394 | $423 | $0 |
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