WESTERMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESTERMAN FOUNDATION (EIN 75-2897679)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349105501
- Schema version
- 2021v4.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:24:31-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 500 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-11-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,071,956 | 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 | $113,292 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113,292 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $644,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $644,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,181,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,808,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,181,651 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,658 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,658 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,955,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,955,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,540 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,270 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,270 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,418 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,209 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,209 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,374 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,565 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152,788 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148,840 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,948 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $333,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $269,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,689,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,689,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,022,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $269,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,753,427 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,932,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,685,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,176 | CashBOYAmt |
| Cash EOY | $33,521 | CashEOYAmt |
| Cash EOYFMV | $33,521 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $682,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $749,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $749,171 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,463,059 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,222,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,074,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,472,342 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,630,278 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,601,476 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,262,544 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,840,891 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,215,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,642,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,328,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,071,956 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $70 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $70 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,641,998 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,328,144 | 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 | $30,641,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,328,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,642,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,328,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,641,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,932,379 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,574,377 | SubtotalAmt |
| Other Decreases | $1,246,233 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,328,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $23,776,157 | $19,626,832 | $4,149,325 | $4,149,325 |
| PARTNERSHIP GAINS | P | $30,336 | $30,336 | $30,336 | |
| CAPITAL GAINS DIVIDENDS | P | $1,990 | $1,990 | $1,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,181,651 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $907 | EsPenaltyAmt |
| Tax Due | $66,040 | TaxDueAmt |
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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | $70,040 | $0 | $0 |
| LINDSEY THOMPSON | ||||||||
| 6501 TWIN OAKS DR | PLANO | TX | 75024 | PRESIDENT | 10.00 | $14,500 | $0 | $0 |
| JOHN SETTICH | ||||||||
| 8664 DEER CREEK RD | ATCHISON | KS | 66002 | VICE PRESIDENT | 1.00 | $3,000 | $0 | $0 |
| DAN CAREY | ||||||||
| 15412 W BLUE VERDE DR | SUN CITY WEST | AZ | 85375 | TREASURER | 1.00 | $3,000 | $0 | $0 |
| SANDRA ZITA PRATT | ||||||||
| 42 CROWN PLACE | RICHARDSON | TX | 75080 | SECRETARY | 1.00 | $3,000 | $0 | $0 |
| JAMES LEWIS III | ||||||||
| 14657 SW 17RD ST | ROSE HILL | KS | 67133 | DIRECTOR | 1.00 | $6,000 | $0 | $0 |
| JULIE WESTERMAN | ||||||||
| 6213 BOXCAR RUN | AUSTIN | TX | 78745 | DIRECTOR | 1.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $35,570,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,896,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,467,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,467,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $562,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,905,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,845,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,845,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,133 | TotalTaxAmt |
| Distributable Before Adj | $1,780,135 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,780,135 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,780,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,753,427 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,753,427 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,780,135 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,041,522 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,753,427 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,041,522 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $711,905 | 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 | $1,068,230 | 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 (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL SAINTS CATHOLIC SCHOOL - TULSA | |||||||
| 299 SOUTH 9TH STREET | BROKEN ARROW | OK | 74012 | NONE | PC | GENERAL SUPPORT | $12,000 |
| BATTERED WOMEN'S FOUNDATION | |||||||
| 4166 WILLMAN AVE | NORTH RICHLAND HILLS | TX | 76180 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BENEDICTINE COLLEGE | |||||||
| 1020 N SECOND ST | ATCHISON | KS | 66002 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BENEDICTINE COLLEGE | |||||||
| 1021 N SECOND ST | ATCHISON | KS | 66002 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BENEDICTINE COLLEGE | |||||||
| 1022 N SECOND ST | ATCHISON | KS | 66002 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BENEDICTINE COLLEGE | |||||||
| 1023 N SECOND ST | ATCHISON | KS | 66002 | NONE | PC | GENERAL SUPPORT | $3,000 |
| BISHOP MCGUINESS CATHOLIC HIGH SCHOOL | |||||||
| 801 NW50TH STREET | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL SUPPORT | $4,000 |
| BISHOP WARD HIGH SCHOOL | |||||||
| 708 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CARDINAL RITTER COLLEGE PREP HIGH SCHOOL - SAINT LOUIS | |||||||
| 701 N SPRING AVENUE | ST LOUIS | MO | 63108 | NONE | PC | GENERAL SUPPORT | $4,000 |
| CATHOLIC CHARITIES ARCHDIOCESE OF NEW ORLEANS | |||||||
| 1000 HOWARD AVE SUITE 200 | NEW ORLEANS | LA | 70113 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES COMMUNITY SERVICES ODESSA | |||||||
| 2500 ANDREWS HWY | ODESSA | TX | 79761 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES DIOCESE OF LAREDO | |||||||
| 1919 CEDAR AVE | LAREDO | TX | 78040 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF ACADIANA | |||||||
| 405 ST JOHN ST | LAFAYETTE | LA | 70502 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF CORPUS CHRISTI | |||||||
| 615 OLIVER CT | CORPUS CHRISTI | TX | 78408 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF GALLUP | |||||||
| 503 US RTE 66 | GALLUP | NM | 87301 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF NORTH LOUISIANA | |||||||
| 331 E 71ST STREET | SHREVEPORT | LA | 71106 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS INC | |||||||
| 9720 W 87TH ST | OVERLAND PARK | KS | 66212 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF NORTHERN KANSAS | |||||||
| 1500 S 9TH ST STE 1 | SALINA | KS | 67402 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF SOUTHEAST TEXAS | |||||||
| 2780 EASTEX FWY | BEAUMONT | TX | 77703 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF SOUTHWEST KANSAS | |||||||
| 906 CENTRAL AVENUE | DODGE CITY | KS | 67801 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | |||||||
| 1232 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE | |||||||
| 1900 S ACADIAN THRUWAY | BATON ROUGE | LA | 70808 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF LAS CRUCES | |||||||
| 125 W MOUNTAIN AVE | LAS CRUCES | NM | 88005 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF THE RIO GRAND VALLEY | |||||||
| 955 WEST PRICE ROAD | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF SOUTHWEST LOUISIANA DIOCESE OF LAKE CHARLES | |||||||
| 1225 2ND ST LAKE CHARLES | LAKE CHARLES | LA | 70601 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF SOUTHWEST LOUISIANA DIOCESE OF LAKE CHARLES | |||||||
| 1226 2ND ST LAKE CHARLES | LAKE CHARLES | LA | 70602 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CATHOLIC CHARITIES OF THE TEXAS PANHANDLE | |||||||
| PO BOX 15127 | AMARILLO | TX | 79105 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF WICHITA | |||||||
| 437 TOPEKA ST | WICHITA | KS | 67202 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES-DIOCESE OF TYLER | |||||||
| PO BOX 2016 | TYLER | TX | 75710 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC URBAN PROGRAMS | |||||||
| 7 VIEUX CARRE DR | EAST ST LOUIS | IL | 62203 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CHWC | |||||||
| 2 S 14TH ST | KANSAS CITY | KS | 66102 | NONE | PC | GENERAL SUPPORT | $12,000 |
| DE LA SALLE INC | |||||||
| 1106 N JEFFERSON AVE | ST LOUIS | MO | 63106 | NONE | PC | GENERAL SUPPORT | $12,000 |
| DOMINICAN LITERACY CENTER AURORA | |||||||
| 260 VERMONT STREET | AURORA | IL | 60505 | NONE | PC | GENERAL SUPPORT | $12,000 |
| DONNELLY COLLEGE | |||||||
| 608 N 18TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | GENERAL SUPPORT | $25,000 |
| EAST LAKE ACADEMY | |||||||
| 13911 W LAUREL DRIVE | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $12,000 |
| EMMAUS HOUSE | |||||||
| 802 N 5TH ST | GARDEN CITY | KS | 67846 | NONE | PC | GENERAL SUPPORT | $7,000 |
| GOOD SHEPHERD CATHOLIC SCHOOL - GARLAND | |||||||
| 214 S GARLAND AVE | GARLAND | TX | 75040 | NONE | PC | GENERAL SUPPORT | $12,000 |
| HOLY CROSS CATHOLIC CHURCH | |||||||
| 14 WEST FRANCIS STREET | MADILL | OK | 73446 | NONE | PC | GENERAL SUPPORT | $12,000 |
| HOLY FAMILY CATHEDRAL SCHOOL | |||||||
| 820 S BOULDER | TULSA | OK | 74119 | NONE | PC | GENERAL SUPPORT | $12,000 |
| HOLY NAME CATHOLIC SCHOOL - COFFEYVILLE | |||||||
| 406 WILLOW | COFFEYVILLE | KS | 67337 | NONE | PC | GENERAL SUPPORT | $12,000 |
| HOLY NAME CATHOLIC SCHOOL - WINFIELD | |||||||
| 700 FULLER | WINFIELD | KS | 67156 | NONE | PC | GENERAL SUPPORT | $12,000 |
| HOLY NAME OF JESUS CATHOLIC SCHOOL | |||||||
| 1007 SOUTHWEST BLVD | KANSAS CITY | KS | 66103 | NONE | PC | GENERAL SUPPORT | $12,000 |
| HOLY SAVIOR CATHOLIC ACADEMY | |||||||
| 3000 E 13TH ST N | WICHITA | KS | 67214 | NONE | PC | GENERAL SUPPORT | $12,000 |
| HOLY TRINITY CATHOLIC SCHOOL - DALLAS | |||||||
| 3815 OAK LAWN AVE | DALLAS | TX | 75219 | NONE | PC | GENERAL SUPPORT | $12,000 |
| HOLY TRINITY CATHOLIC SCHOOL - OKARCHE | |||||||
| 211 W MISSOURI | OKARCHE | OK | 73762 | NONE | PC | GENERAL SUPPORT | $12,000 |
| JOHN PAUL THE GREAT ACADEMY | |||||||
| 1522 CARMEL DR | LAFAYETTE | LA | 70501 | NONE | PC | GENERAL SUPPORT | $12,000 |
| JOPLIN AREA CATHOLIC SCHOOL SYSTEM | |||||||
| 930 S PEARL AVE | JOPLIN | MO | 64801 | NONE | PC | GENERAL SUPPORT | $30,000 |
| LEAVENWORTH REGIONAL CATHOLIC SCHOOL SYSTEM | |||||||
| 1409 2ND AVENUE | LEAVENWORTH | KS | 66048 | NONE | PC | GENERAL SUPPORT | $30,000 |
| LITTLE FLOWER CATHOLIC SCHOOL | |||||||
| 905 KENTUCKY AVE | SAN ANTONIO | TX | 78201 | NONE | PC | GENERAL SUPPORT | $12,000 |
| MARIAN MIDDLE SCHOOL | |||||||
| 4130 WYOMING STREET | ST LOUIS | MO | 63116 | NONE | PC | GENERAL SUPPORT | $12,000 |
| MATER DEI CATHOLIC SCHOOL - TOPEKA | |||||||
| 934 SW CLAY STREET | TOPEKA | KS | 66606 | NONE | PC | GENERAL SUPPORT | $12,000 |
| MOST HOLY TRINITY CATHOLIC SCHOOL - EL PASO | |||||||
| 10000 PHEASANT RD B | EL PASO | TX | 79924 | NONE | PC | GENERAL SUPPORT | $12,000 |
| MOUNT SAINT MARY CATHOLIC HIGH SCHOOL - OKLAHOMA CITY | |||||||
| 2801 S SHARTEL AVE | OKLAHOMA CITY | OK | 73109 | NONE | PC | GENERAL SUPPORT | $12,000 |
| MOUNT SAINT MICHAEL CATHOLIC SCHOOL | |||||||
| PO BOX 225159 | DALLAS | TX | 75222 | NONE | PC | GENERAL SUPPORT | $12,000 |
| MOUNT SAINT SCHOLASTICA | |||||||
| 801 S 8 STREET | ATCHISON | KS | 66002 | NONE | PC | GENERAL SUPPORT | $28,000 |
| OUR LADY OF PERPETUAL HELP CATHOLIC SCHOOL - DALLAS | |||||||
| 7625 CORTLAND AVENUE | DALLAS | TX | 75235 | NONE | PC | GENERAL SUPPORT | $12,000 |
| OUR LADY OF SORROWS SCHOOL | |||||||
| 1100 GUMWOOD AVE | MCALLEN | TX | 78501 | NONE | PC | GENERAL SUPPORT | $12,000 |
| OUR LADY OF UNITY CATHOLIC SCHOOL | |||||||
| 2646 S 34TH STREET | KANSAS CITY | KS | 66106 | NONE | PC | GENERAL SUPPORT | $12,000 |
| OUR LADY'S CATHOLIC SCHOOL | |||||||
| 1111 CYPRESS ST | SULPHUR | LA | 70663 | NONE | PC | GENERAL SUPPORT | $12,000 |
| OUR LADY'S MONTESSORI SCHOOL | |||||||
| 3020 S 7TH ST | KANSAS CITY | KS | 66103 | NONE | PC | GENERAL SUPPORT | $12,000 |
| RESURRECTION CATHOLIC SCHOOL AT THE CATHEDRAL | |||||||
| 425 N 15TH STREET | KANSAS CITY | KS | 66102 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SACRED HEART CATHOLIC SCHOOL - ARKANSAS CITY | |||||||
| 312 SOUTH B STREET | ARKANSAS CITY | KS | 67005 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SACRED HEART CATHOLIC SCHOOL - EL RENO | |||||||
| 210 SOUTH EVANS | EL RENO | OK | 73036 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SACRED HEART CATHOLIC SCHOOL - OKLAHOMA CITY | |||||||
| 2700 S SHARTEL AVE | OKLAHOMA CITY | OK | 73109 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SACRED HEART SCHOOL - NESS CITY | |||||||
| 510 SSCHOOL | NESS CITY | KS | 67560 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT AGNES CATHOLIC SCHOOL - ROELAND PARK | |||||||
| 5130 MISSION RD | ROELAND PARK | KS | 66205 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT AGNES OF BOHEMIA CATHOLIC SCHOOL | |||||||
| 2643 S CENTRAL PARK | CHICAGO | IL | 60623 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT ANN SCHOOL | |||||||
| 2211 W LEAVITT ST | CHICAGO | IL | 60608 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT ANNE CATHOLIC SCHOOL - WICHITA | |||||||
| 1121 REGAL | WICHITA | KS | 67217 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT AUSTIN CATHOLIC SCHOOL | |||||||
| 1911 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT BENEDICT CATHOLIC SCHOOL | |||||||
| 201 DIVISION STREET | ATCHISON | KS | 66002 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT BENEDICT'S ABBEY | |||||||
| 1020 NORTH 2ND ST | ATCHISON | KS | 66002 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SAINT BENILDE SCHOOL | |||||||
| 1801 DIVISION STREET | METAIRIE | LA | 70001 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT BRUNO CATHOLIC SCHOOL | |||||||
| 4839 S HARDING AVE | CHICAGO | IL | 60632 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT CECILIA CATHOLIC SCHOOL - DALLAS | |||||||
| 635 MARY CLIFF ROAD | DALLAS | TX | 75208 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT CECILIA CATHOLIC SCHOOL - HAYSVILLE | |||||||
| 1912 W GRAND AVE | HAYSVILLE | KS | 67060 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT CHARLES BORROMEO CATHOLIC SCHOOL - OKLAHOMA CITY | |||||||
| 5000 N GREOVE | WARR ACRES | OK | 73122 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT EUGENE CATHOLIC CHURCH | |||||||
| 2400 W HEFNER ROAD | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL SUPPORT | $4,000 |
| SAINT JAMES THE GREATER CATHOLIC SCHOOL - OKLAHOMA CITY | |||||||
| 1224 SW 41ST ST | OKLAHOMA CITY | OK | 73109 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT JOSEPH CATHOLIC SCHOOL - WICHITA | |||||||
| 139 S MILLWOOD | WICHITA | KS | 67213 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT LAWRENCE CATHOLIC SCHOOL | |||||||
| 5223 N HIMES AVE | TAMPA | FL | 33614 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT MARGARET MARY CATHOLIC SCHOOL | |||||||
| 2635 S PATTIE | WICHITA | KS | 67216 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT MARY CATHOLIC SCHOOL - FORT SCOTT | |||||||
| 702 S EDDY | FORT SCOTT | KS | 66701 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT MARY CATHOLIC SCHOOL - NEWTON | |||||||
| 101 E 9TH | NEWTON | KS | 67114 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT MARY OF CAMEL CATHOLIC SCHOOL | |||||||
| 1716 SINGLETON BLVD | DALLAS | TX | 75229 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT MARY'S CATHOLIC SCHOOL - LONGVIEW | |||||||
| 2108 RIDGEWOOD DR | LONGVIEW | TX | 75605 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT MARY'S OF THE ASSUMPTION CATHOLIC CHURCH AND SCHOOL | |||||||
| 520 WASHBURN STREET | TAYLOR | TX | 76574 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT PATRICK CATHOLIC SCHOOL - CHANUTE | |||||||
| 409 S MALCOLM | CHANUTE | KS | 66720 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT PATRICK CATHOLIC SCHOOL - PARSONS | |||||||
| 1831 STEVENS | PARSONS | KS | 67357 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT PATRICK CATHOLIC SCHOOL - WICHITA | |||||||
| 2023 ARKANSAS | WICHITA | KS | 67203 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT PAUL CATHOLIC SCHOOL - OLATHE | |||||||
| 900 S HONEYSUCKLE DRIVE | OLATHE | KS | 66061 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT PAUL THE APOSTLE CATHOLIC SCHOOL | |||||||
| 720 S FLOYD ROAD | RICHARDSON | TX | 75080 | NONE | PC | GENERAL SUPPORT | $17,000 |
| SAINT PETER CLAVER CATHOLIC SCHOOL | |||||||
| 1401 N GOVERNOR STREET | TAMPA | FL | 33602 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SAINT PHILIP & SAINT AUGUSTINE CATHOLIC ACADEMY | |||||||
| 8151 MILITARY PARKWAY | DALLAS | TX | 75227 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT PHILIP NERI CATHOLIC SCHOOL | |||||||
| 1121 FELIX PLACE | MIDWEST CITY | OK | 73110 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT PHILIP THE APOSTLE SCHOOL | |||||||
| 1233 W HOLTZ AVE | ADDISON | IL | 60101 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINT SYMPHOROSA SCHOOL | |||||||
| 6125 S AUSTIN | CHICAGO | IL | 60638 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAINTS PETER AND PAUL CATHOLIC CHURCH AND SCHOOL - TULSA | |||||||
| 1428 N 67TH E AVE | TULSA | OK | 74115 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SAN MIGUEL MIDDLE SCHOOL OF TULSA | |||||||
| 2444 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SCHOOL OF SAINT MARY | |||||||
| 1365 E 49TH PLACE | TULSA | OK | 74105 | NONE | PC | GENERAL SUPPORT | $12,000 |
| SISTER BJ'S PANTRY | |||||||
| 819 NW 4TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SISTER THEA BOWMAN CATHOLIC SCHOOL | |||||||
| 8213 CHURCH LANE | EAST ST LOUIS | IL | 62203 | NONE | PC | GENERAL SUPPORT | $12,000 |
| THE GUADALUPE EDUCATIONAL CENTER INC DBA GUADALUPE REGIONAL MIDDLE SCHOOL | |||||||
| 1214 E LINCOLN ST | BROWNSVILLE | TX | 78521 | NONE | PC | GENERAL SUPPORT | $12,000 |
| VINCENT GRAY ACADEMY | |||||||
| 1048 STATE STREET PO BOX 428 | EAST ST LOUIS | IL | 62201 | NONE | PC | GENERAL SUPPORT | $12,000 |
| CATHOLIC CHARITIES OF SOUTHERN MISSOURI INC | |||||||
| 424 E MONASTERY ST | SPRINGFIELD | MO | 65807 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CATHOLIC CHARITIES OF ST LOUIS | |||||||
| 4445 LINDELL BLVD | ST LOUIS | MO | 63108 | NONE | PC | GENERAL SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,689,000 | 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 | $113,292 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644,463 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,181,651 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,658 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,955,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,955,064 | 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 | $6,418 | Amt |
| Net Investment Income | $3,209 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,209 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HC CAPITAL UC GOVT F I STRA - HCUSX | $684,981 | $680,079 |
| HC CAPITAL US CORP F I HCS - HCXSX | $755,962 | $735,124 |
| HC CAPITAL US MORT AST HCS - HCASX | $581,870 | $580,022 |
| ISHARES TRUST ISHARES 1 5 YEAR - IGSB INVESTMENT GRADE CORPORATE BOND ETF | $535,890 | $535,783 |
| SPDR PORTFOLIO SHORT TERM CORPORATE - SPSB BOND | $535,804 | $535,533 |
| VANGUARD SHORT TERM CORPORATE BOND - VCSH | $535,771 | $534,935 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADYEN N.V. | $15,371 | $53,219 |
| AIA GROUP LTD-SP | $26,179 | $42,018 |
| AIR LIQUIDE-ADR | $8,278 | $14,018 |
| ALCON, INC | $17,248 | $23,784 |
| ALFA LAVAL AB | $14,394 | $23,109 |
| ALIBABA GROUP HOLDING LTD. | $22,054 | $11,879 |
| ALLIANZ SE | $47,585 | $45,756 |
| AMBEV SA | $17,303 | $13,790 |
| ARROWMARK GLOBAL OPPORTUNITY FUND | $776,222 | $776,222 |
| ATLAS COPCO AB | $34,313 | $60,438 |
| B H P BILLITON LIMITED A D R - BHP REPSTG 2 ORD SHS | $46,517 | $35,788 |
| BANCO BILBAO VIZCAYA ARGENT - ADR | $16,942 | $19,970 |
| CANADIAN NATL RR CO COM | $7,782 | $15,726 |
| CHECK POINT SOFTWARE TECH COM | $33,707 | $33,686 |
| CSPC PHARMACEUTICAL GROUP LTD A D R - CSPCY | $21,850 | $19,247 |
| DASSAULT SYSTEMS SA-ADR | $34,595 | $57,890 |
| DBS GROUP HOLDINGS LIMITED-ADR | $20,925 | $45,370 |
| DIAGEO PLC SPONSORED A D R - DEO REPSTG 4 ORD SHS | $9,979 | $19,152 |
| ENN ENERGY HOLDINGS LTD A D R - XNGSY REPSTG 4 ORD SHS | $13,206 | $15,597 |
| EPIROC AKTIEBOLAG | $14,056 | $28,762 |
| FANUC CORPORATION | $10,812 | $11,859 |
| FOMENTO ECONOMICO MEXICANO SAB DE | $23,557 | $21,526 |
| FUCHS PETROLUB SE | $6,166 | $6,227 |
| HC CAPITAL INSTL INTL EQ HCS - HCINX | $4,081,620 | $3,803,241 |
| HC CAPITAL TR EMERG MKTS HCS - HCEMX | $2,597,152 | $2,512,571 |
| HC THE INSTL US EQUITY PORTFOLIO - HCIGX | $7,386,461 | $6,113,562 |
| INFINEON TECHNOLOGIES AG-ADR | $20,856 | $51,796 |
| ISHARES RUSSELL MID CAP GROWTH - IWP ETF | $532,042 | $775,200 |
| ITAU UNIBANCO HOLDING SA | $23,631 | $14,250 |
| KOMATSU LIMITED - ADR | $15,205 | $16,897 |
| KUBOTA LIMITED-ADR | $17,413 | $24,467 |
| LINDE PUBLIC LIMITED COMPANY | $10,664 | $18,014 |
| LONZA GROUP AG | $14,269 | $37,241 |
| LOREAL-ADR | $25,745 | $59,160 |
| LUKOIL PJSC | $28,384 | $26,581 |
| NESTLE SA REGISTERED SHARES-ADR | $19,370 | $36,917 |
| NIROTI HOLDINGS CO, LTD | $18,139 | $16,732 |
| NOVOZYMES A/S UNSPONS | $10,524 | $16,956 |
| P T TELEKOMUNIKASI INDONESIA A D R - TLK REPSTG 40 ORD SHS | $15,019 | $19,539 |
| PING AN INSURANCE (GROUP) COMPANY | $17,412 | $12,677 |
| RIO TINTO PLC-ADR | $18,749 | $25,103 |
| ROCHE HOLDINGS LTD - ADR | $27,116 | $46,831 |
| ROYAL DUTCH SHELL PLC | $27,035 | $20,721 |
| SAP SE | $24,126 | $41,332 |
| SCHNEIDER ELECTRIC SE | $23,223 | $47,326 |
| SGS SA | $11,954 | $14,407 |
| SHIONOGI & CO, LTD | $19,393 | $23,371 |
| SONOVA HOLDING AG | $6,210 | $19,002 |
| SYMRISE AG | $17,126 | $25,133 |
| SYSMEX CORPORATION | $14,799 | $27,582 |
| TAIWAN SEMICONDUCTOR MANUFACTU - ADR | $10,270 | $55,102 |
| TENCENT HOLDINGS LIMITED | $37,602 | $44,250 |
| UNI CHARM CORPORATION | $18,643 | $28,130 |
| UNILEVER PLC - ADR | $15,957 | $19,580 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $1,307,760 | $1,546,352 |
| VANGUARD S P 500 ETF - VOO ETF | $4,409,538 | $8,523,593 |
| XP INC CLASS A - XP | $3,582 | $2,500 |
| YANDEX NV | $8,253 | $11,193 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO NATURAL RES II ASP FUND CL AE U | AT COST | $233,591 | $233,591 |
| ARES ENERGY INFRASTRUCTURE V ASP CLASS AE-U | AT COST | $236,364 | $236,364 |
| CARLYLE REALTY PARTNERS VII ASP | AT COST | $151,743 | $151,743 |
| CHUGAI PHARMACEUTICAL CO LTD | AT COST | $18,844 | $19,043 |
| DBL PARTNERS IV LP | AT COST | $103,119 | $103,119 |
| GWL US PROPERTY ASP FUND CL A SER U | AT COST | $1,806,761 | $1,942,177 |
| HDFC BANK LTD A D R - HDB REPSTG 3 ORD SHS | AT COST | $6,929 | $14,511 |
| HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP | AT COST | $241,024 | $241,024 |
| ICICI BANK LTD A D R - IBN REPSTG 2 ORD SHS | AT COST | $13,998 | $27,370 |
| ISHARES CORE MSCI EMERGING MARKETS | AT COST | $498,790 | $513,599 |
| KKR SPECIAL SITUATIONS II ASP FUND | AT COST | $347,069 | $347,069 |
| NEWFOUNDLAND TERRANOVA OFFSHORE FUND | AT COST | $300,000 | $230,947 |
| ORBIMED ASIA PARTNERS IV LP | AT COST | $201,862 | $201,862 |
| RIVERSIDE CAPITAL APPRECIATION VII ASP FD CLASS A INITIAL | AT COST | $511,959 | $511,959 |
| SPF SECURITIZED PRODUCTS FUND LTD | AT COST | $400,000 | $472,875 |
| STERLING INVESTMENT PARTNERS IV LP | AT COST | $18,838 | $18,838 |
| STRATEGIC VALUE RESTRUCTURING FUND OFFSHORE | AT COST | $350,000 | $473,085 |
| TIG ARBITRAGE ENHANCED LTD SER 2 | AT COST | $400,000 | $476,270 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $1,246,233 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ISSUANCE FEES | $39 | $20 | $19 |
| CREDIT CARD FEES | $2,114 | $1,057 | $1,057 |
| WIZEHIVE FEES | $5,745 | $2,873 | $2,872 |
| BANK FEES | $108,539 | $108,539 | $0 |
| PARTNERSHIP EXPENSES | $36,351 | $36,351 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $15,658 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,658 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,658 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $1,352 | $1,352 | $0 |
| OTHER PROFESSIONAL FEES | $8,511 | $8,511 | $0 |
| MANAGEMENT FEES | $46,511 | $46,511 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,533 | $3,533 | $0 |
| PARTNERSHIP FOREIGN TAXES | $32 | $32 | $0 |
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