2023-11-10T08:36:09-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2022-01-01 752897679 WESTERMAN FOUNDATION WEST 8132579477 3225 S MACDILL AVE 129 TAMPA FL 33629 LINDSEY THOMPSON PRESIDENT 8132579477 2023-11-07 1 LINDSEY THOMPSON 999009999 1 TINA HENTON P00630282 4078021200 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 32208228 X X 3708 3708 396608 462592 -737304 6890441 0 89813 123715 -247175 590015 116250 58125 58125 18339 9170 9170 162143 147743 14400 131714 423 0 6817 87275 6817 435263 302736 88512 1197366 1197366 1632629 302736 1285878 -1879804 287279 33521 749171 466013 466013 21298061 16509158 16509158 3630278 5520835 5520835 6617113 9712222 9712222 32328144 32208228 32208228 0 0 X 32328144 32208228 0 0 0 0 32328144 32208228 32328144 32208228 32328144 -1879804 3743813 34192153 1983925 32208228 PUBLICLY TRADED SECURITIES 6890441 7627745 -737304 -737304 CAPITAL GAINS FOR PARTNERSHIP ACTIVITY P 225778 225778 225778 -511526 3993 0 3993 0 3993 65280 0 0 0 65280 70 61217 61217 0 0 0 0 0 0 0 0 0 0 0 1 1 TX FL 1 0 0 0 0 1 THEWESTERMANFOUNDATION.ORG HIRTLE CALLAGHAN CO 9522344500 1601 UTICA AVE S SUITE 210 MINNEAPOLIS MN 55416 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VALERIE H GODDARD 3225 S MACDILL BLVD SUITE 129 TAMPA FL 33629 EXECUTIVE DIRECTOR 20.00 73750 0 0 LINDSEY THOMPSON 6501 TWIN OAKS DR PLANO TX 75024 PRESIDENT 10.00 17500 0 0 JOHN SETTICH 8664 DEER CREEK RD ATCHISON KS 66002 VICE PRESIDENT 1.00 5000 0 0 DAN CAREY 15412 W BLUE VERDE DR SUN CITY WEST AZ 85375 TREASURER 1.00 5000 0 0 SANDRA ZITA PRATT 42 CROWN PLACE RICHARDSON TX 75080 SECRETARY 1.00 5000 0 0 JAMES LEWIS III 14657 SW 17RD ST ROSE HILL KS 67133 DIRECTOR 1.00 5000 0 0 JULIE WESTERMAN 6213 BOXCAR RUN AUSTIN TX 78745 DIRECTOR 1.00 5000 0 0 NONE 0 HIRTLE CALLAGHAN & CO 300 BARR HARBOR DRIVE 5TH FLOOR WEST CONSHOHOCKEN PA 19428 INVESTMENT MANAGEMENT 140346 0 0 24933857 667330 9712223 35313410 0 0 35313410 529701 34783709 1739185 1739185 3993 3993 1735192 0 1735192 0 1735192 1285878 0 1285878 1735192 1068230 0 0 1285878 1068230 0 0 217648 0 0 0 0 0 0 0 0 1517544 0 0 0 THE WESTERMAN FOUNDATION 3225 MACDILL AVE SUITE 129 TAMPA FL 33629 8132578477 INFO@THEWESTERMANFOUNDATION.ORG THE APPLICATION FORM IS FOUND ON THE WEBSITE AND LISTS WHAT NEEDS TO BE SUBMITTED. THE SUBMISSION DEADLINE IS AUGUST 1ST, ANNUALLY GRANTS ARE GIVEN TO US ORGANIZATIONS BATTERED WOMEN'S FOUNDATION 4166 WILLMAN AVE NORTH RICHLAND HILLS TX 76180 PC EMERGENCY CARE PROGRAM FOR BATTERED WOMEN AND THEIR CHILDREN 10000 BENEDICTINE COLLEGE 1020 NORTH SECOND STREET ATCHISON KS 66002 PC CENTER FOR FAMILY LIFE: FAMILY WEEK 5000 BISHOP WARD HIGH SCHOOL 708 NORTH 18TH STREET KANSAS CITY KS 66102 PC FORWARD READY 35000 CATHOLIC CHARITIES COMMUNITY SERVICES ODESSA INC 2500 ANDREWS HWY ODESSA TX 79761 PC EMERGENCY SERVICES 25000 CATHOLIC CHARITIES DIOCESE OF TYLER 202 W FRONT STREET TYLER TX 75702 PC EDUCATION IS THE KEY TO RESILIENCY 15000 CATHOLIC CHARITIES GALLUP INC 503 W HWY 66 STE C GALLUP NM 87301 PC CATHOLIC CHARITIES OF GALLUP: PROMOTING FAMILY RESILIENCE 50000 CATHOLIC CHARITIES OF NORTH LOUISIANA 902 OLIVE STREET SHREVEPORT LA 71104 PC FAMILY STRENGTHENING 20000 CATHOLIC CHARITIES OF NORTHEAST KANSAS INC 9720 WEST 87TH STREET OVERLAND PARK KS 66212 PC FOOD IN FOCUS, FY23 22500 CATHOLIC CHARITIES OF NORTHERN KANSAS 1500 S 9TH ST SALINA KS 67401 PC EMERGENCY ASSISTANCE FOR NORTH CENTRAL KANSAS 30000 CATHOLIC CHARITIES OF SOUTHEAST TEXAS 2780 EASTEX FREEWAY BEAUMONT TX 77703 PC MARKET TO HOPE - FOOD ASSISTANCE 25000 CATHOLIC CHARITIES OF SOUTHERN MISSOURI INC 424 MONASTERY RD SPRINGFIELD MO 65807 PC EXPANDING HEALTHY MOMS HEALTHY BABIES PROGRAM 5000 CATHOLIC CHARITIES OF SOUTHWEST LOUISIANA IN THE ROMAN CATHOLIC DIOCESE OF 1225 2ND STREET LAKE CHARLES LA 70601 PC RENT & UTILITY ASSISTANCE 50000 CATHOLIC CHARITIES OF ST LOUIS 4445 LINDELL BLVD ST LOUIS MO 63108 PC PATHWAYS TO PROGRESS (P2P) 5000 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) 15000 CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE INC 1900 S ACADIAN THRUWAY BATON ROUGE LA 70808 PC PARENTS AND CHILDREN TOGETHER (PACT) 10000 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 30000 CATHOLIC CHARITIES OF THE RIO GRANDE VALLEY 700 N VIRGEN DE SAN JUAN BLVD SAN JUAN TX 78589 PC HOMELESS PREVENTION 35000 CATHOLIC CHARITIES OF WICHITA 437 NORTH TOPEKA STREET WICHITA KS 67202 PC CATHOLIC CHARITIES, INC. (DIOCESE OF WICHITA, KS) 50000 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. 5000 DOMINICAN LITERACY CENTER AURORA 260 VERMONT STREET AURORA IL 60505 PC HELPING IMMIGRANT WOMEN AND FAMILIES THROUGH LITERACY AND CITIZENSHIP 15000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 PC EMERGENCY ASSISTANCE TO SUPPORT STUDENT RESILIENCY 45000 EAST LAKE ACADEMY 13911 W LAUREL DRIVE LAKE FOREST IL 60045 PC EAST LAKE TECHNOLOGY 10000 GOOD SHEPHERD 208 N 8TH MARIETTA OK 73448 PC FAITH FORMATION ELEMENTARY GRADES 1-5 1000 GOOD SHEPHERD CATHOLIC SCHOOL 214 SOUTH GARLAND AVENUE GARLAND TX 75040 PC GOOD SHEPHERD TECHNOLOGY UPGRADE 22000 HOLY NAME CATHOLIC SCHOOL 406 WILLOW STREET COFFEYVILLE KS 67337 PC IMPROVE READING AND LANGUAGE ARTS COMPREHENSION WITH NEW CURRICULUM AND ADAPTIVE LEARNING TOOLS 23500 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. 13000 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 15000 JOHN PAUL THE GREAT ACADEMY 1522 CARMEL DRIVE LAFAYETTE LA 70501 PC LEADING THROUGH LITERACY 18000 JOPLIN AREA CATHOLIC SCHOOLS 930 S PEARL AVE JOPLIN MO 64834 PC TECHNOLOGY UPDATE-SMARTBOARD INTERACTIVE PANELS 20000 KING'S KIDS CHRISTIAN ACADEMY OF TAMPA INC 3000 N 34TH STREET N TH STREET TAM FL 33605 PC THE BRIDGE 5000 MARIAN MIDDLE SCHOOL 4130 WYOMING STREET ST LOUIS MO 63116 PC GRADUATE SUPPORT PROGRAM (GSP) 20000 MATER DEI CATHOLIC SCHOOL 934 SW CLAY STREET TOPEKA KS 66606 PC AFTER SCHOOL STUDY HALL ASSISTANCE 5000 MOST HOLY TRINITY CATHOLIC SCHOOL 10000 PHEASANT RD EL PASO TX 79924 PC APPLE IPAD LAB FOR SCHOOLWIDE USE 8000 MOUNT SAINT MARY CATHOLIC HIGH SCHOOL 2801 S SHARTEL AVE OKLAHOMA CITY OK 73109 PC MAKING LEARNING ACCESSIBLE TO ALL 5000 MOUNT ST SCHOLASTICA 801 S 8 TH ST ATCHISON KS 66002 PC KEELER WOMEN'S CENTER 35000 OUR LADY OF PERPETUAL HELP SCHOOL 7625 CORTLAND AVE DALLAS TX 75235 PC TECH RESOURCES TO CLOSE LEARNING GAPS IN CHALLENGED COMMUNITIES 18000 OUR LADY OF SORROWS SCHOOL 1100 GUMWOOD AVE MCALLEN TX 78501 PC BUILDING BRIDGES THROUGH STREAM LEARNING 3000 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 5000 OUR LADY'S SCHOOL 1111 CYPRESS STREET SULPHUR LA 70663 PC TEACHING WITH TECH 25000 PRINCE OF PEACE CATHOLIC SCHOOL 5100 W PLANO PARKWAY PLANO TX 75093 PC SUPPORT THE STUDENTS OF PRINCE OF PEACE CATHOLIC SCHOOL 10000 SACRED HEART CATHOLIC SCHOOL 312 S B STREET ARKANSAS CITY KS 67005 PC NEW READING CURRICULUM FOR SACRED HEART CATHOLIC SCHOOL 5000 SACRED HEART CATHOLIC SCHOOL 2700 S SHARTEL AVE OKLAHOMA CITY OK 73109 PC LOVE OF LITERACY 22366 SAINT ANN SCHOOL 2211 WEST 18TH PLACE CHICAGO IL 60608 PC INCLUSIVE EDUCATION FUNDING 5000 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 2500 SAINT BRUNO CATHOLIC SCHOOL 4839 S HARDING AVE CHICAGO IL 60632 PC DIGITAL CITIZENSHIP AND SOCIAL EMOTIONAL LEARNING: STUDENT AND FAMILY SUPPORT 20000 SAINT CECILIA CATHOLIC SCHOOL 635 MARY CLIFF ROAD DALLAS TX 75208 PC LEARNING ENHANCEMENT INITIATIVE 25000 SAINT EUGENE CATHOLIC SCHOOL 2400 W HEFNER ROAD OKLAHOMA CITY OK 73120 PC SUPPORT THE STUDENTS OF SAINT EUGENE CATHOLIC SCHOOL 5000 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 29000 SAINT MARY OF CARMEL CATHOLIC SCHOOL INC 1716 SINGLETON BLVD DALLAS TX 75212 PC ACADEMIC ACCELERATION SUPPORT 45000 SAINT EUGENE CATHOLIC SCHOOL PO BOX 650 1 LUPTON RD ST MICHAELS AZ 86511 PC SUPPORT THE STUDENTS OF SAINT EUGENE CATHOLIC SCHOOL 5000 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 12500 SAINT PAUL THE APOSTLE CATHOLIC SCHOOL 720 S FLOYD ROAD RICHARDSON TX 75080 PC SUPPORT THE STUDENTS OF SAINT PAUL THE APOSTLE CATHOLIC SCHOOL 5000 SAINT PHILIP AND SAINT AUGUSTINE CATHOLIC ACADEMY 8151 MILITARY PARKWAY DALLAS TX 75227 PC INSTRUCTIONAL COACHING PROGRAM 35900 SAN MIGUEL SCHOOL OF TULSA 2444 E ADMIRAL BLVD TULSA OK 74110 PC SUPPORTING THE ELL STUDENT 15000 SISTER BJ'S PANTRY 819 NW 4TH STREET OKLAHOMA CITY OK 73106 PC PROVIDE SUPPORT TO SISTER BJ'S PANTRY 5000 SISTER THEA BOWMAN CATHOLIC SCHOOL 8213 CHURCH LANE EAST ST LOUIS IL 62203 PC ACADEMIC SUCCESS - CLOSING THE LEARNING GAPS 5000 ST MARY'S CATHOLIC SCHOOL 702 S EDDY ST FORT SCOTT KS 66701 PC READING PHONICS PROGRAM 16000 ST PATRICK CATHOLIC SCHOOL 409 S MALCOLM CHANUTE KS 66720 PC ST. PATRICK CATHOLIC SCHOOL EDUCATIONAL SUPPORT 13000 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 25000 ST BENEDICT CATHOLIC SCHOOL 201 UNITY ST ATCHISON KS 66002 PC MEETING THE DIVERSE NEEDS OF EACH INDIVIDUAL CHILD 20000 ST BENEDICT'S ABBEY 1020 NORTH 2ND STREET ATCHISON KS 66002 PC ST. BENEDICT'S VOCATIONS VILLAGE 35000 ST BENILDE SCHOOL 1801 DIVISION ST METAIRIE LA 70001 PC ST. BENILDE SCHOOL: CURRICULUM DEVELOPMENT & ENHANCEMENT 10000 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. 10000 ST JOSEPH CATHOLIC SCHOOL 139 S MILLWOOD ST WICHITA KS 67213 PC PROVIDE ADAPTIVE CURRICULUM TO HELP OUR STUDENTS WITH MATH AND SCIENCE. 9100 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. 5000 ST MARY'S CATHOLIC SCHOOL 520 WASHBURN STREET TAYLOR TX 76574 PC TEACHING SCIENCE THROUGH HANDS-ON EXPERIMENTS 12000 ST PAUL CATHOLIC SCHOOL 21650 W 115TH TERRACE OLATHE KS 66061 PC FACULTY TRAINING AND RESOURCES 10000 ST PETER CLAVER CATHOLIC SCHOOL 1401 N GOVERNOR STREET TAMPA FL 34637 PC PURPOSEFUL PRACTICES 10000 STS PETER AND PAUL CATHOLIC SCHOOL 1428 N 67TH EAST AVE TULSA OK 74115 PC STS PETER AND PAUL CATHOLIC IDENTITY PROJECT 6000 VINCENT GRAY ACADEMY 1048 STATE STREET EAST SAINT LOUIS IL 62201 PC DIPLOMA PROGRAM 5000 XAVIER CATHOLIC SCHOOL 1409 2D AVENUE LEAVENWORTH KS 66048 PC SOCIAL-EMOTIONAL SUPPORT FOR STUDENTS AND FAMILIES 5000 1197366 0 14 3708 14 396608 18 89711 18 -737304 OTHER REVENUE 01 102 0 -247175 0 -247175 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 18339 9170 9170 HC CAPITAL US CORP F I HCS - HCXSX 118,929.916SH 1018040 1018040 HC CAPITAL UC GOVT F I STRA - HCUSX 432,009.410SH 3633199 3633199 HC CAPITAL US MORT AST HCS - HCASX 105,661.772SH 869596 869596 HC CAPITAL INSTL INTL EQ HCS - HCINX 343,731.436SH 3103895 3103895 HC CAPITAL TR EMERG MKTS HCS - HCEMX 118,938.302SH 1932747 1932747 HC THE INSTL US EQUITY PORTFOLIO - HCIGX 305,358.143SH 4406318 4406318 ISHARES RUSSELL MID CAP GROWTH - IWP ETF 3,888SH 325037 325037 VANGUARD S P 500 ETF - VOO ETF 19,187SH 6741161 6741161 APOLLO NATURAL RES II ASP FUND CL AE U FMV 145155 145155 ARES ENERGY INFRASTRUCTURE V ASP CLASS AE-U FMV 297860 297860 ARROWMARK GLOBAL OPPORTUNITY FUND FMV 748707 748707 CARLYLE REALTY PARTNERS VII ASP FMV 285544 285544 DBL PARTNERS IV LP FMV 188351 188351 FRANCISCO PARTNERS VI-B LP FMV 194711 194711 GWL US PROPERTY ASP FUND CL A SER U FMV 2372787 2372787 HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP FMV 493628 493628 HIRTLE CALLAGHAN PE FUND 2020 LTD. FMV 835267 835267 HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2022 (A) FMV 51430 51430 INST VENTURE PRTNRS XVII FMV 639591 639591 KKR SPECIAL SITUATIONS II ASP FUND FMV 244054 244054 NEWFOUNDLAND TERRANOVA OFFSHORE FUND FMV 229064 229064 NORTH ROCK FUND LIMITED FMV 532618 532618 ORBIMED ASIA PARTNERS IV LP FMV 185099 185099 PORT ADV SECONDARY FD IV (OFFSHORE) FMV 795423 795423 RIVERSIDE CAPITAL APPRECIATION VII ASP FD CLASS A INITIAL FMV 516019 516019 ROSE GROVE OFFSHORE FD LTD. FMV 400709 400709 SPF SECURITIZED PRODUCTS FUND LTD FMV 464400 464400 STERLING INVESTMENT PARTNERS IV LP FMV 91805 91805 UNREALIZED LOSSES 1983925 PARTNERSHIP EXPENSES 0 87275 0 CREDIT CARD FEES 1527 0 1527 SOFTWARE FEES: WIZEHIVE 5290 0 5290 PARTNERSHIP INCOME 89711 123715 89711 OTHER REVENUE 102 102 ADJUSTMENT TO RECORD INVESTMENTS AT FMV 3743813 INVESTMENT MANAGEMENT FEES 147743 147743 0 GRANT CONTRACTOR 14400 0 14400 0 0 0 EXCISE TAXES 131320 0 0 FOREIGN TAXES 394 423 0