2025-11-14T10:19:10-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990PF 2024-01-01 752897679 THE WESTERMAN FOUNDATION WEST 8132579477 6505 W PARK BLVD 306-294 PLANO TX 75093 LINDSEY THOMPSON PRESIDENT 8132579477 2025-11-08 1 1 KAREN A GRIES P00078514 6128764500 2025-11-08 2024 2025-03-06 01:10:19Z X X 35701629 X X 7830 30239 840719 864405 1499650 5896322 1499650 0 5886 2348199 2400180 118750 0 118750 31817 15908 15909 181890 166050 15840 26734 77662 26734 359191 259620 177233 1784357 1784357 2143548 259620 1961590 204651 2140560 184711 254692 254692 17509157 19311042 19311042 8139408 6921718 6921718 8283494 9214177 9214177 34116770 35701629 35701629 0 0 X 34116770 35701629 0 0 0 0 34116770 35701629 34116770 35701629 34116770 204651 1380208 35701629 0 35701629 SALES OF INVESTMENTS P 4648889 4396672 252217 252217 PARTNERSHIP INVESTMENTS P 300431 300431 300431 CAPITAL GAINS P 947002 947002 947002 1499650 29754 0 29754 0 29754 53543 0 0 0 53543 0 23789 23789 0 0 0 0 0 0 0 0 0 0 0 0 1 TX FL 1 0 0 0 0 1 THEWESTERMANFOUNDATION.ORG HIRTLE CALLIAGHAN & 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 78750 0 0 LINDSEY THOMPSON 6501 TWIN OAKS DR PLANO TX 75024 PRESIDENT 10.00 25000 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 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 160238 0 0 35561388 260143 0 35821531 0 0 35821531 537323 35284208 1764210 1764210 29754 29754 1734456 0 1734456 0 1734456 1961590 0 1961590 1734456 1403591 0 0 1961590 1403591 0 0 557999 0 0 0 0 0 0 0 0 1176457 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 INCLUDES INFORMATION ON WHAT IS REQUIRED TO BE INCLUDED IN THE GRANT SUBMISSIONS. THE SUBMISSION DEADLINE IS AUGUST 1ST, ANNUALLY. GRANTS ARE GIVEN TO US ORGANIZATIONS. BENEDICTINE COLLEGE ATCHISON 1020 NORTH SECOND STREET ATCHISON KS 66002 N/A PC GENERAL PURPOSES 5000 BISHOP WARD HIGH SCHOOL 708 NORTH 18TH STREET KANSAS CITY KS 66102 N/A PC GENERAL PURPOSES 45000 CATHOLIC CHARITIES COMMUNITY SERVICES ODESSA INC 2500 ANDREWS HWY ODESSA TX 79761 N/A PC GENERAL PURPOSES 30000 CATHOLIC CHARITIES DIOCESE OF TYLER 202 W FRONT STREET TYLER TX 75702 N/A PC GENERAL PURPOSES 28960 CATHOLIC CHARITIES FORT WORTH 249 THORNHILL DRIVE FORT WORTH TX 76115 N/A PC GENERAL PURPOSES 50000 CATHOLIC CHARITIES GALLUP INC 503 W HWY 66 STE C GALLUP NM 87301 N/A PC GENERAL PURPOSES 30000 CATHOLIC CHARITIES OF CENTRAL TEXAS 1625 RUTHERFORD LANE AUSTIN TX 78754 N/A PC GENERAL PURPOSES 20000 CATHOLIC CHARITIES OF DALLAS INC 1421 WEST MOCKINGBIRD LANE DALLAS TX 75247 N/A PC GENERAL PURPOSES 25000 CATHOLIC CHARITIES OF EASTERN OKLAHOMA 2450 N HARVARD AVE TULSA OK 74115 N/A PC GENERAL PURPOSES 25000 CATHOLIC CHARITIES OF NORTH LOUISIANA 902 OLIVE STREET SHREVEPORT LA 71104 N/A PC GENERAL PURPOSES 20000 CATHOLIC CHARITIES OF NORTHERN KANSAS 1500 S 9TH ST SALINA KS 67401 N/A PC GENERAL PURPOSES 30000 CATHOLIC CHARITIES OF SOUTHEAST TEXAS 2780 EASTEX FREEWAY BEAUMONT TX 77703 N/A PC GENERAL PURPOSES 30000 CATHOLIC CHARITIES OF SOUTHWEST LOUISIANA IN THE ROMAN CATHOLIC DIOCESE OF 1225 2ND STREET LAKE CHARLES LA 70601 N/A PC GENERAL PURPOSES 25000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 N/A PC GENERAL PURPOSES 10000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST LOUIS 4445 LINDELL BLV ST LOUIS MO 63108 N/A PC GENERAL PURPOSES 10000 CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE INC 1900 S ACADIAN THRUWAY BATON ROUGE LA 70808 N/A PC GENERAL PURPOSES 5000 CATHOLIC CHARITIES OF THE DIOCESE OF LAREDO 1919 CEDAR AVE LAREDO TX 78040 N/A PC GENERAL PURPOSES 50000 CATHOLIC CHARITIES OF THE DIOCESE OF LAS CRUCES DBA CATHOLIC CHARITIES OF S 125 WEST MOUTAIN AVEENUE LAS CRUCES NM 88005 N/A PC GENERAL PURPOSES 30000 COMMUNITY HOUSING OF WYANDOTTE COUNTY 2 S 14TH STREET KANSAS CITY KS 66102 N/A PC GENERAL PURPOSES 5000 CATHOLIC CHARITIES OF WICHITA 437 NORTH TOPEKA STREET WICHITA KS 67202 N/A PC GENERAL PURPOSES 25000 CRISTO REY KANSAS CITY 211 WEST LINWOOD BOULEVARD KANSAS CITY MO 64111 N/A PC GENERAL PURPOSES 13000 DOMINICAN LITERACY CENTER 260 VERMONTH AVE AURORA IL 06505 N/A PC GENERAL PURPOSES 25000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 N/A PC GENERAL PURPOSES 50000 GOOD SHEPHERD NATIVITY MISSION SCHOOL INC 1839 AGRICULTURE STREET NEW ORLEANS LA 70119 N/A PC GENERAL PURPOSES 30000 GUADALUPE EDUCATIONAL CENTER (DBA GUADALUPE REGIONAL MIDDLE SCHOOL) 1214 LINCOLN ST BROWNSVILLE TX 78521 N/A PC GENERAL PURPOSES 15000 HOLY NAME CATHOLIC SCHOOL 700 FULLER WINFIELD KS 67156 N/A PC GENERAL PURPOSES 11690 HOLY NAME CATHOLIC SCHOOL 406 WILLOW STREET COFFEYVILLE KS 67337 N/A PC GENERAL PURPOSES 18744 HOLY SAVIOR CATHOLIC ACADEMY 3000 E 13TH WICHITA KS 67214 N/A PC GENERAL PURPOSES 14896 JOPLIN AREA CATHOLIC SCHOOLS 930 S PEARL AVE JOPLIN MO 64834 N/A PC GENERAL PURPOSES 10000 MARIAN MIDDLE SCHOOL 4130 WYOMING STREET ST LOUIS MO 63116 N/A PC GENERAL PURPOSES 40000 MATER DEI CATHOLIC SCHOOL 934 SW CLAY STREET TOPEKA KS 66606 N/A PC GENERAL PURPOSES 20000 METROPOLITAN COMMUNITY COLLEGE 3200 BROADWAY KANSAS CITY MO 64111 N/A PC GENERAL PURPOSES 5000 MOFFITT CANCER CENTER FOUNDATION 12902 MAGNOLIA DRIVE TAMPA FL 33612 N/A PC GENERAL PURPOSES 7500 MOST HOLY TRINITY CATHOLIC SCHOOL 10000 PHEASANT RD EL PASO TX 79924 N/A PC GENERAL PURPOSES 2000 MOTHER TERESA SHELTER 513 SAM RANKIN CORPUS CHRISTI TX 78408 N/A PC GENERAL PURPOSES 25000 MOUNT ST SCHOLASTICA 801 S 8 TH ST ATCHISON KS 66002 N/A PC GENERAL PURPOSES 45000 OUR LADY'S SCHOOL 1111 CYPRESS STREET SULPHUR LA 70663 N/A PC GENERAL PURPOSES 22000 PRINCE OF PEACE CATHOLIC SCHOOL 5100 WEST PLANO PARKWAY PLANO TX 75093 N/A PC GENERAL PURPOSES 7500 RESTORED HOPE MINISTRIES 4301 BRYAN ST 204 DALLAS TX 74204 N/A PC GENERAL PURPOSES 10000 RESURRECTION CATHOLIC SCHOOL 425 N 15TH ST KANSAS CITY KS 66102 N/A PC GENERAL PURPOSES 25000 SACRED HEART CATHOLIC SCHOOL ARKANSAS CITY 312 S B STREET ARKANSAS CITY KS 67005 N/A PC GENERAL PURPOSES 17049 SACRED HEART CATHOLIC SCHOOL 555 WOODROW DR GALLUP NM 87301 N/A PC GENERAL PURPOSES 20000 SACRED HEART CATHOLIC SCHOOL OKLAHOMA CITY 2700 S SHARTEL AVE OKLAHOMA CITY OK 73109 N/A PC GENERAL PURPOSES 24510 SAINT ANN SCHOOL 2211 WEST 18TH PLACE CHICAGO IL 60608 N/A PC GENERAL PURPOSES 10000 SAINT CATHERINE OF ALEXANDRIA SCHOOL 2515 W 46TH ST TULSA OK 74107 N/A PC GENERAL PURPOSES 36200 SAINT MARGARET MARY CATHOLIC SCHOOL 2635 PATTIE STREET WICHITA KS 67216 N/A PC GENERAL PURPOSES 10000 SAINT MICHAEL INDIAN SCHOOL 1 LUPTON RD ST MICHAELS AZ 86511 N/A PC GENERAL PURPOSES 32000 SAINT PAUL CATHOLIC SCHOOL 21650 W 115TH TERRACE OLATHE KS 66061 N/A PC GENERAL PURPOSES 8075 SAINT PHILIP AND SAINT AUGUSTINE CATHOLIC ACADEMY 8151 MILITARY PARKWAY DALLAS TX 75227 DALLAS TX 75227 N/A PC GENERAL PURPOSES 5000 SAINT SYMPHOROSA SCHOOL 6125 SOUTH AUSTIN AVENUE CHICAGO IL 60638 CHICAGO IL 60638 N/A PC GENERAL PURPOSES 12040 SIMPLY GRACE PO BOX 515684 DALLAS TX 75251 DALLAS TX 75251 N/A PC GENERAL PURPOSES 5000 SISTER THEA BOWMAN CATHOLIC SCHOOL 8213 CHURCH LANE EAST ST LOUIS 62203 EAST ST LOUIS IL 62203 N/A PC GENERAL PURPOSES 30000 ST EUGENE CATHOLIC SCHOOL 2400 W HEFNER ROAD OKLAHOMA CITY OK 73120 OKLAHOMA CITY OK 73120 N/A PC GENERAL PURPOSES 50000 ST EUGENE CATHOLIC CHURCH 2400 W HEFNER ROAD OKLAHOMA CITY OK 73120 OKLAHOMA CITY OK 73120 N/A PC GENERAL PURPOSES 50000 ST PATRICK CATHOLIC SCHOOL 409 S MALCOLM CHANUTE KS 66720 CHANUTE KS 66720 N/A PC GENERAL PURPOSES 14284 ST AGNES OF BOHEMIA 2643 S CENTRAL PARK AVE CHICAGO IL 60623 CHICAGO IL 60623 N/A PC GENERAL PURPOSES 17000 ST BENEDICT CATHOLIC SCHOOL 201 UNITY ST ATCHISON KS 66002 ATCHISON KS 66002 N/A PC GENERAL PURPOSES 28621 ST BENEDICT'S ABBEY 1020 NORTH SECOND STREET ATCHISON KS 6002 ATCHISON KS 06002 N/A PC GENERAL PURPOSES 40000 ST BENILDE SCHOOL METAIRIE 1801 DIVISION ST METAIRIE LA 70001 METAIRIE LA 70001 N/A PC GENERAL PURPOSES 34000 ST JAMES CATHOLIC SCHOOL 1224 SW 41ST ST OKLAHOMA CITY OK 73109 OKLAHOMA CITY OK 73109 N/A PC GENERAL PURPOSES 10000 ST JOHN THE BAPTIST CATHOLIC SCHOOL 323 COLLYER ST LONGMONT COLRADO 80501 LONGMONT CO 80501 N/A PC GENERAL PURPOSES 5000 ST JOSEPH CATHOLIC SCHOOL 139 S MILLWOOD ST WICHITA KS 67213 WICHITA KS 67213 N/A PC GENERAL PURPOSES 8649 ST MARY'S CATHOLIC SCHOOL 405 HOLLYBROOK DRIVE LONGVIEW TX 75605 LONGVIEW TX 75605 N/A PC GENERAL PURPOSES 5000 ST MARY'S CATHOLIC SCHOOL 520 WASHBURN STREET TAYLOR TX 76574 TAYLOR TX 76574 N/A PC GENERAL PURPOSES 10000 ST PATRICK CATHOLIC SCHOOL 2023 N ARKANSAS ST WICHITA KS 67212 WICHITA KS 67212 N/A PC GENERAL PURPOSES 27000 ST REGIS ACADEMY 8941 JAMES A REED ROAD KANSAS CITY MO 64138 KANSAS CITY MO 64138 N/A PC GENERAL PURPOSES 20000 ST TERESA OF AVILA SCHOOL 402 E HIGH ST GRANTS NM 87020 GRANTS NM 87020 N/A PC GENERAL PURPOSES 31677 THE ARCHDIOCESE OF DENVER (OFFICE OF CATHOLIC SCHOOLS) 1300 SOUTH STEELE STREET DENVER CO 80210 DENVER CO 80210 N/A PC GENERAL PURPOSES 25000 XAVIER CATHOLIC SCHOOL 1409 2ND AVENUE LEAVENWORTH KS 66048 LEAVENWORTH KS 66048 N/A PC GENERAL PURPOSES 10000 BISHOP DUNNE CATHOLIC SCHOOL 3900 RUGGED DRIVE DALLAS TX 75224 N/A PC GENERAL PURPOSES 19000 GOOD SHEPHERD CATHOLIC SCHOOL 214 SOUTH GARLAND AVENUE GARLAND TX 75040 N/A PC GENERAL PURPOSES 30000 HOLY FAMILY CATHOLIC ACADEMY 2323 CHEYENNE ST IRVING TX 75062 N/A PC GENERAL PURPOSES 15000 HOLY TRINITY CATHOLIC SCHOOL 3815 OAK LAWN AVE DALLAS TX 75219 N/A PC GENERAL PURPOSES 25000 OUR LADY OF PERPETUAL HELP SCHOOL 7625 CORTLAND AVE DALLAS TX 75235 N/A PC GENERAL PURPOSES 50000 SAINT CECILIA CATHOLIC SCHOOL 635 MARY CLIFF ROAD DALLAS TX 75208 N/A PC GENERAL PURPOSES 50000 SAINT PAUL CATHOLIC CLASSICAL SCHOOL (FORMERLY SAINT PAUL THE APOSTLE CATHO 720 S FLOYD ROAD RICHARDSON TX 75080 N/A PC GENERAL PURPOSES 10000 SANTA CLARA OF ASSISI CATHOLIC ACADEMY 4550 W DAVIS STREET DALLAS TX 75211 N/A PC GENERAL PURPOSES 10000 ST MARY OF CARMEL CATHOLIC SCHOOL 1716 SINGLETON BLVD DALLAS TX 75212 N/A PC GENERAL PURPOSES 21962 JAMES L COLLINS CATHOLIC SCHOOL 3000 W HWY 22 CORSICANA TX 75110 N/A PC GENERAL PURPOSES 41000 ST ELIZABETH OF HUNGARY CATHOLIC SCHOOL 4019 S HAMPTON RD DALLAS TX 75224 N/A PC GENERAL PURPOSES 20000 1784357 0 14 7830 14 840719 18 1499650 0 2348199 0 2348199 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 31817 15908 15909 HC CAPITAL US CORP F I HCS - HCXSX 167,029.152SH 1259170 1259170 HC CAPITAL UC GOVT F I STRA - HCUSX 624,078.368SH 4579852 4579852 HC CAPITAL US MORT AST HCS - HCASX 152,707.312SH 1082696 1082696 HC CAPITAL INSTL INTL EQ HCS - HCINX 397,443.368SH 4772413 4772413 HC CAPITAL TR EMERG MKTS HCS - HCEMX 111,031.893SH 1911229 1911229 HC THE INSTL US EQUITY PORTFOLIO - HCIGX 273,163.689SH 5281803 5281803 VANGUARD S P 500 ETF - VOO ETF 16,402SH 7345597 7345597 APOLLO NATURAL RESOURCES II FMV 102803 102803 ARES ENERGY INFRASTRUCTURE V ASP CLASS AE-U FMV 317631 317631 ARROWNARK GLOBAL OPPORTUNITY FUND FMV 486026 486026 CARLYLE REALTY PARTNERS VII ASP FMV 200992 200992 DBL PARTNERS IV LP FMV 262657 262657 FRANCISCO PARTNERS VI-B LP FMV 293780 293780 GWL US PROPERTY ASP FUND CL A SER U FMV 875973 875973 HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP FMV 448499 448499 HIRTLE CALLAGHAN ALTERNATIVE CREDIT OPPORTUNITIES OFFSHORE PORTFOLIO FMV 877286 877286 HIRTLE CALLAGHAN PE FUND 2020 LTD. FMV 1609542 1609542 HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2022 (A) FMV 771486 771486 HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2024 (A) FMV 126460 126460 INST VENTURE PRTNRS XVII FMV 1013756 1013756 KKR SPECIAL SITUATIONS II ASP FUND FMV 133084 133084 NEWFOUNDLAND TERRANOVA OFFSHORE FUND FMV 69890 69890 ORBIMED ASIA PARTNERS TV LP FMV 282231 282231 PORT ADV SECONDARY FD TV (OFFSHORE) FMV 836035 836035 RIVERSIDE CAPITAL APPRECIATION VII ASP FD CLASS A INITIAL FMV 298382 298382 STERLING INVESTMENT PARTNERS IV LP FMV 207664 207664 PARTNERSHIP EXPENSES 0 77662 0 SOFTWARE FEES 7968 0 7968 TELECOMMUNICATIONS 523 0 523 MISCELLANEOUS EXPENSES 18243 0 18243 OTHER PARTNERSHIP INCOME 0 5886 0 UNREALIZED GAINS 1380208 INVESTMENT MANAGEMENT FEES 166050 166050 0 GRANT CONTRACTOR 15840 0 15840