-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
WESTERMAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
3225 S MACDILL AVE NO 129
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TAMPA
,
FL
33629
A Employer identification number
75-2897679
B
Telephone number (see instructions)
(813) 257-9477
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
34,416,019
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
966,776
966,776
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
224,131
b
Gross sales price for all assets on line 6a
8,360,107
7
Capital gain net income (from Part IV, line 2)
...
224,131
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
-5,021
718
12
Total.
Add lines 1 through 11
........
1,185,886
1,191,625
13
Compensation of officers, directors, trustees, etc.
93,000
46,500
46,500
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
214,933
192,671
22,263
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
325
163
162
21
Travel, conferences, and meetings
.......
4,246
2,123
2,123
22
Printing and publications
..........
210
105
105
23
Other expenses (attach schedule)
.......
135,011
123,918
11,093
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
447,725
365,480
82,246
25
Contributions, gifts, grants paid
.......
1,690,525
1,690,525
26
Total expenses and disbursements.
Add lines 24 and 25
2,138,250
365,480
1,772,771
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-952,364
b
Net investment income
(if negative, enter -0-)
826,145
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,080,838
1,203,194
1,203,194
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
66,501
112,843
150,548
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
28,889,680
25,353,682
33,062,277
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
30,037,019
26,669,719
34,416,019
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
30,037,019
26,669,719
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
30,037,019
26,669,719
30
Total liabilities and net assets/fund balances
(see instructions)
.
30,037,019
26,669,719
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
30,037,019
2
Enter amount from Part I, line 27a
.....................
2
-952,364
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
29,084,655
5
Decreases not included in line 2 (itemize)
5
2,414,936
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
26,669,719
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
b
PARTNERSHIP GAINS
P
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
8,307,896
8,135,976
171,920
b
52,211
52,211
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
171,920
b
52,211
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
224,131
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,703,860
33,891,298
0.050274
2017
1,623,542
31,733,992
0.051161
2016
1,590,948
31,439,491
0.050603
2015
1,259,779
32,096,049
0.039250
2014
1,169,209
30,670,133
0.038122
2
Total
of line 1, column (d)
.....................
2
0.229410
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.045882
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
33,043,828
5
Multiply line 4 by line 3
......................
5
1,516,117
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
8,261
7
Add lines 5 and 6
........................
7
1,524,378
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,772,771
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
8,261
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
8,261
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
8,261
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
21,186
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
21,186
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
12,925
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
12,925
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
THEWESTERMANFOUNDATION.ORG
14
The books are in care of
ABBOTT DOWNING
Telephone no.
(713) 324-3808
Located at
1000 LOUISIANA ST SUITE 1401
HOUSTON
TX
ZIP+4
77002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
VALERIE H GODDARD
EXECUTIVE DIRECTOR
20.00
70,000
0
0
3225 S MACDILL BLVD SUITE 129
TAMPA
,
FL
33629
LINDSEY THOMPSON
PRESIDENT
10.00
5,000
0
0
6501 TWIN OAKS DR
PLANO
,
TX
75024
JOHN SETTICH
VICE PRESIDENT
1.00
2,500
0
0
8664 DEER CREEK RD
ATCHISON
,
KS
66002
DAN CAREY
TREASURER
1.00
3,000
0
0
15412 W BLUE VERDE DR
SUN CITY WEST
,
AZ
85375
SANDRA ZITA PRATT
SECRETARY
1.00
2,500
0
0
42 CROWN PLACE
RICHARDSON
,
TX
75080
JAMES LEWIS III
DIRECTOR
1.00
2,500
0
0
14657 SW 17RD ST
ROSE HILL
,
KS
67133
JULIE WESTERMAN
DIRECTOR
1.00
2,500
0
0
6213 BOXCAR RUN
AUSTIN
,
TX
78745
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
WELLS FARGO BANK NA
AGENT
170,408
2100 S COUNTRY CLUB RD
EL RENO
,
OK
73036
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
32,556,248
b
Average of monthly cash balances
.......................
1b
990,785
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
33,547,033
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
33,547,033
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
503,205
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
33,043,828
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,652,191
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,652,191
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
8,261
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,261
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,643,930
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,643,930
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,643,930
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,772,771
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,772,771
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
8,261
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,764,510
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,643,930
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,297,364
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,772,771
a
Applied to 2018, but not more than line 2a
1,297,364
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
475,407
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,168,523
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE WESTERMAN FOUNDATION
3225 MACDILL AVE SUITE 129
TAMPA
,
FL
33629
(813) 257-8477
INFO@THEWESTERMANFOUNDATION.ORG
b
The form in which applications should be submitted and information and materials they should include:
THE APPLICATION FORM IS FOUND ON THE WEBSITE AND LISTS WHAT NEEDS TO BE SUBMITTED.
c
Any submission deadlines:
THE SUBMISSION DEADLINE IS AUGUST 1ST, ANNUALLY
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE GIVEN TO US ORGANIZATIONS
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
FATHER VINCENT CAPODANNO HIGH SCHOOL
4364 US HWY 1 NORTH
VASS
,
NC
28394
NONE
PC
GENERAL SUPPORT
38,000
FATHER WOODY'S HAVEN OF HOPE
1101 W 7TH AVE
DENVER
,
CO
80204
NONE
PC
GENERAL SUPPORT
7,500
FOSTER ADOPT CONNECT INC
18600 S 37TH TERRACE
INDEPENDENCE
,
MO
64057
NONE
PC
GENERAL SUPPORT
5,000
GIVE ME A CHANCE INC
2913 GRANT AVENUE
OGDEN
,
UT
84401
NONE
PC
GENERAL SUPPORT
5,000
GOOD SHEPHERD NATIVITY MISSION SCHOOL INC IN THE JESUIT TRADITION
1839 AGRICULTURE STREET
NEW ORLEANS
,
LA
70119
NONE
PC
GENERAL SUPPORT
15,000
GUADA LUPE EDUCATIONAL CENTER INC
1214 E LINCOLN ST
BROWNSVILLE
,
TX
78521
NONE
PC
GENERAL SUPPORT
10,000
HOLY CROSS CATHOLIC SCHOOL
8101 W 95TH STREET
OVERLAND PARK
,
KS
66212
NONE
PC
GENERAL SUPPORT
8,000
HOLY FAMILY CATHEDRAL SCHOOL
820 S BOULDER
TULSA
,
OK
74119
NONE
PC
GENERAL SUPPORT
25,000
HOLY FAMILY DAY HOME
299 DOLORES STREET
SAN FRANCISCO
,
CA
94103
NONE
PC
GENERAL SUPPORT
5,000
HOLY GUARDIAN ANGELS REGIONAL SCHOOL
3125 KUTZTOWN ROAD
READING
,
PA
19605
NONE
PC
GENERAL SUPPORT
10,000
HOLY NAME CATHOLIC SCHOOL
406 WILLOW
COFFEYVILLE
,
KS
67337
NONE
PC
GENERAL SUPPORT
13,300
HOLY REDEEMER SCHOOL
501 S WHITNEY STREET
MARSHALL
,
MN
56258
NONE
PC
GENERAL SUPPORT
12,500
HOLY SAVIOR CATHOLIC ACADEMY
3000 E 13TH ST N
WICHITA
,
KS
67214
NONE
PC
GENERAL SUPPORT
15,000
HOLY SPIRIT LIFE LEARNING CENTER
2020 W MORSE AVE
CHICAGO
,
IL
60645
NONE
PC
GENERAL SUPPORT
8,000
HOLY TRINITY CATHOLIC SCHOOL
3815 OAK LAWN AVE
DALLAS
,
TX
75219
NONE
PC
GENERAL SUPPORT
25,000
HOPE PARTNERSHIP FOR EDUCATION
2601N 11TH STREET
PHILADELPHIA
,
PA
19133
NONE
PC
GENERAL SUPPORT
5,000
HOPE SUPPLY CO
10480 SHADY TRAIL SU ITE 104
DALLAS
,
TX
75220
NONE
PC
GENERAL SUPPORT
5,000
HOUSING CRISIS CENTER
4210 JUNIUS STREET
DALLAS
,
TX
72546
NONE
PC
GENERAL SUPPORT
5,000
INCLUSION CONNECTIONS
2073 E SANTA FE
OLATHE
,
KS
66062
NONE
PC
GENERAL SUPPORT
5,000
JOHN PAUL THE GREAT ACADEMY
1522 CARME L DR
LAFAYETTE
,
LA
70501
NONE
PC
GENERAL SUPPORT
10,000
JOPLIN AREA CATHOLIC SCHOOL SYSTEM
930 S PEARL AVE
JOPLIN
,
MO
64801
NONE
PC
GENERAL SUPPORT
5,000
KAPAUN MT CARMEL CATHOLIC HIGH SCHOOL
8506 E CENTRAL AVE
WICHITA
,
KS
67206
NONE
PC
GENERAL SUPPORT
6,800
LEAVENWORTH REGIONA L CATHOLIC SCHOO L SYSTE
541 MUNCIE ROAD
LEAVENWORTH
,
KS
66048
NONE
PC
GENERAL SUPPORT
21,800
LILLIAN VALLELY SCHOOL
350 SOUTH 700 WEST PO BOX 790
BLACKFOOT
,
ID
83221
NONE
PC
GENERAL SUPPORT
10,000
LITERACY ACTION OF CENTRAL ARKANSAS INC
100 ROCK STREET SUITE 530
LITTLE ROCK
,
AR
72201
NONE
PC
GENERAL SUPPORT
5,000
LITTLE FLOWER CATHOLIC SCHOOL
824 KENTUCKY AVE
SAN ANTONIO
,
TX
78201
NONE
PC
GENERAL SUPPORT
5,000
LORETTO ACADEMY
1300 HARDAWAY ST
EL PASO
,
TX
79903
NONE
PC
GENERAL SUPPORT
7,500
MATER FILIUS OF DALLAS INC
5061BRIDGE CREEK DRIVE
PLANO
,
TX
75093
NONE
PC
GENERAL SUPPORT
27,400
MERCY COLLEGE OF HEALTH SCIENCES
928 6TH AVENUE
DES MOINES
,
IA
50309
NONE
PC
GENERAL SUPPORT
5,000
MOST HOLY TRIN ITY CATHOLIC SCHOOL EL PASO TX
10000 PHEASANT RD B
EL PASO
,
TX
79924
NONE
PC
GENERAL SUPPORT
6,900
MOUNT ST MARY HIGH SCHOOL
2801S SHAR T EL AVE
OKLAHOMA CITY
,
OK
73109
NONE
PC
GENERAL SUPPORT
5,000
MOUNT ST SCHOLASTICA
801 S 8 STREET
ATCHISON
,
KS
66002
NONE
PC
GENERAL SUPPORT
20,000
NEWMAN UNIVERSITY
3100 MCCORMICK
WICHITA
,
KS
67213
NONE
PC
GENERAL SUPPORT
5,000
NORTHWEST ARKANSAS CATHOLIC ACADEMY
192 E HENRI DE TONTI BLVD
SPRINGDALE
,
AR
72762
NONE
PC
GENERAL SUPPORT
20,000
NOTRE DAME OF DALLAS SCHOOLS INC
2018 ALLEN ST
DALLAS
,
TX
75204
NONE
PC
GENERAL SUPPORT
11,000
OUR LADY OF MT CARMEL & ST THERESE PARISH
824 KENTUCKY AVE
SAN ANTONIO
,
TX
78201
NONE
PC
GENERAL SUPPORT
5,000
OUR LADY OF PERPETUAL HELP SCHOOL
7625 CORTLAND AVENUE
DALLAS
,
TX
75235
NONE
PC
GENERAL SUPPORT
20,000
OUR LADY OF SORROWS SCH OOL
1100 GUM WOOD AVE
MCALLEN
,
TX
78501
NONE
PC
GENERAL SUPPORT
14,700
OUR LADY'S SCHOOL
1111CYPRESS
SULPHUR
,
LA
70663
NONE
PC
GENERAL SUPPORT
5,000
PEPPERS RANCH
3220 PEPPERS RANCH DRIVE
GUTHRIE
,
OK
73044
NONE
PC
GENERAL SUPPORT
5,000
PROMISE HOUSE INC
224 W PAGE AVENUE
DALLAS
,
TX
75056
NONE
PC
GENERAL SUPPORT
5,000
REACH FOR EXCELLENCE
3790 ASHFORD DUNWOODY RD NE
ATLANTA
,
GA
30327
NONE
PC
GENERAL SUPPORT
5,000
RECONCILIATI ON OUTREACH MINISTIRIES
1421N PEAK ST
DALLAS
,
TX
75204
NONE
PC
GENERAL SUPPORT
5,000
RESTORED HOPE MINISTRIES
PO BOX 710127
DALLAS
,
TX
75371
NONE
PC
GENERAL SUPPORT
12,500
RESURRECTION CATHOLIC SCHOOL AT THE CATHEDRAL
425 N 15TH STREET
KANSAS CITY
,
KS
66102
NONE
PC
GENERAL SUPPORT
32,300
SACRED HEART CATHOLIC SCHOOL
312 SOUTH ACEBAFILLTREET
ARKANSAS CITY
,
KS
67005
NONE
PC
GENERAL SUPPORT
7,600
SACRED HEART CATHOLIC SCHOOL
404 N ALLEN AVE
FARMINGTON
,
NM
87401
NONE
PC
GENERAL SUPPORT
6,000
SACRED HEART CATHOLIC SCHOOL
515 PARK AVENUE
GALLUP
,
NM
87301
NONE
PC
GENERAL SUPPORT
20,000
SACRED HEART CATHOLIC SCHOOL
2700 S SHARTEL AVE
OKLAHOMA CITY
,
OK
73109
NONE
PC
GENERAL SUPPORT
6,000
SACRED HEART CENTER
1301N MAIN PO BOX 100
CHAMBERLAIN
,
SD
57325
NONE
PC
GENERAL SUPPORT
8,000
SACRED HEART PARISH OF EL PASO
602 SOUTH OREGON STREET
EL PASO
,
TX
79901
NONE
PC
GENERAL SUPPORT
9,100
SACRED HEART SCHOOL
510 SSCHOOL
NESS CITY
,
KS
67560
NONE
PC
GENERAL SUPPORT
4,200
SAINT'S PLACE A MINISTRY OF ST LOUIS CHURCH
46 SOUTH MAIN STREET
PITTSFORD
,
NY
14534
NONE
PC
GENERAL SUPPORT
8,000
AMERICAN INDIAN CATHOLIC SCHOOLS NETWORK
107 CAROLE-SANDNER HALL
NOTRE DAME
,
IN
46556
NONE
PC
GENERAL SUPPORT
7,000
ANNUNCIATION MATERNITY HOME INC
3610 SHELL ROAD
GEORGETOWN
,
TX
78628
NONE
PC
GENERAL SUPPORT
5,000
ARCHDIOCESE OF OKLAHOMA CITY
7501NW EXPRESSWAY
OKLAHOMA CITY
,
OK
73132
NONE
PC
GENERAL SUPPORT
25,000
BATTERED WOMEN'S FOUNDATION
4166 WILLMAN AVE
N RICHLAND HILLS
,
TX
76180
NONE
PC
GENERAL SUPPORT
10,000
BENEDICTINE COLLEGE
1020 N SECOND ST
ATCHISON
,
KS
66002
NONE
PC
GENERAL SUPPORT
50,000
BISHOP LUERS HIGH SCHOOL
333 EAST PAULDING ROAD
FORT WAYNE
,
IN
46816
NONE
PC
GENERAL SUPPORT
9,400
BISHOP WARD HIGH SCHOOL
780 NORTH 18TH STREET
KANSAS CITY
,
KS
66102
NONE
PC
GENERAL SUPPORT
6,000
BOYS HOPE GIRLS HOPE OF KANSAS CITY
12307 STATE LINE ROAD
KANSAS CITY
,
MO
64145
NONE
PC
GENERAL SUPPORT
5,000
BRIGHT FUTURES FUND
20 WEST 9TH STREET SUITE 200
KANSAS CITY
,
MO
64105
NONE
PC
GENERAL SUPPORT
5,000
BRIGHTER TOMORROWS
928 BLUEBIRD DR
IRVING
,
TX
75061
NONE
PC
GENERAL SUPPORT
3,000
BROOKLYN JESUIT PREP
560 STERLING PLACE
BROOKLYN
,
NY
11238
NONE
PC
GENERAL SUPPORT
10,000
CARDINAL RITTER COLLEGE PREP HIGH SCHOOL
701 N SPRING AVENUE
ST LOUIS
,
MO
63108
NONE
PC
GENERAL SUPPORT
10,000
CARMELITE SISTERS OF THE DIVINE HEART OF JESUS
1230 KAVANAUGH PLACE
WAUWATOSA
,
WI
53213
NONE
PC
GENERAL SUPPORT
5,000
CATHOLIC CHARITIES OF CENTRAL TEXAS
1625 RUTHERFORD LANE
AUSTIN
,
TX
78754
NONE
PC
GENERAL SUPPORT
5,000
CATHOLIC CHARITIES OF DALLAS INC
1421W MOCKINGBIRD LANE
DALLAS
,
TX
75247
NONE
PC
GENERAL SUPPORT
7,500
CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
9720 W 87TH ST
OVERLAND PARK
,
KS
66212
NONE
PC
GENERAL SUPPORT
5,000
CATHOLIC CHARITIES OF SOUTHERN MISSOURI INC
424 E MONASTERY STREET
SPRINGFIELD
,
MO
65807
NONE
PC
GENERAL SUPPORT
8,400
CATHOLIC CHARITIES OF THE DIOCESE OF LAS CRUCES
125 WEST MOUNTAIN AVENUE NEW
LAS CRUCES
,
NM
88005
NONE
PC
GENERAL SUPPORT
10,000
CATHOLIC CHARITIES INC
2601 W 4TH STREET
WILMINGTON
,
DE
19805
NONE
PC
GENERAL SUPPORT
5,000
CATHOLIC CHARITIES-DIOCESE OF TYLER
PO BOX 2016
TYLER
,
TX
75710
NONE
PC
GENERAL SUPPORT
5,400
CATHOLIC SOCIAL SERVICES
529 KANSAS CITY ST
RAPID CITY
,
SD
57701
NONE
PC
GENERAL SUPPORT
10,000
CATHOLIC URBAN PROGRAMS
7 VIEUX CARRE DR
EAST ST LOUIS
,
IL
62203
NONE
PC
GENERAL SUPPORT
15,000
CENTER OF FAMILY LOVE
PO BOX245
OKARCHE
,
OK
73762
NONE
PC
GENERAL SUPPORT
5,000
CHILD BRIDGE
PO BOX 310
BIGFORK
,
MT
59911
NONE
PC
GENERAL SUPPORT
5,000
CHILD PROTECTIVE SERVICES COMMUNITY PARTNERS DBA COMMUNITY PARTNERS OF DALL
7950 ELMBROOK DR
DALLAS
,
TX
75247
NONE
PC
GENERAL SUPPORT
20,000
CHILDREN FIRST CEO KANSAS INC
PO BOX 2385
WICHITA
,
KS
67201
NONE
PC
GENERAL SUPPORT
5,000
CHILTON AREA CATHOLIC SCHOOL
60 E WASHINGTON ST
CHILTON
,
WI
53014
NONE
PC
GENERAL SUPPORT
6,000
CHRIS THEKING CATHOLIC SCHOOL
16800 TRINITY
DETROIT
,
MI
48219
NONE
PC
GENERAL SUPPORT
4,800
CHRIST IAN URBAN EDUCATION SERVICES
2207WIRT
OMAHA
,
NE
68110
NONE
PC
GENERAL SUPPORT
20,000
CHRISTIANWORKS FOR CHILDREN
5440 HARVEST HILL ROAD SUIT E 140
DALLAS
,
TX
75230
NONE
PC
GENERAL SUPPORT
5,000
COMMUNITY SOUP BOWL INC
171123RD AVENUE
TUSCALOOSA
,
AL
35401
NONE
PC
GENERAL SUPPORT
1,000
CORNERSTONE ASSISTANEE NETWORK
3500 NOBLE AVENUE
FORT WORTH
,
TX
76111
NONE
PC
GENERAL SUPPORT
5,000
CORPUS CHRISTI HOPE HOUSE INC
3226 REID DRIVE
CORPUS CHRISTI
,
TX
78404
NONE
PC
GENERAL SUPPORT
5,000
CORPUS CHRISTI SCHOOL
135 S REGENT STREET
PORT CHESTER
,
NY
10573
NONE
PC
GENERAL SUPPORT
6,000
COVENANT HOUSE TEXAS
1111LOVETT BOULEVARD
HOUSTON
,
TX
77006
NONE
PC
GENERAL SUPPORT
10,000
CRISTO REY BATON ROUGE FRANCISCAN HIGH SCHOOL
4000 ST GERARD AVE
BATON ROUGE
,
LA
70805
NONE
PC
GENERAL SUPPORT
8,000
CRISTO REY KANSAS CITY
211 W LINWOOD
KANSAS CITY
,
MO
64111
NONE
PC
GENERAL SUPPORT
10,000
CROSSROADS SAFEHOUSE INC
PO BOX 933
FORT COLLINS
,
CO
80522
NONE
PC
GENERAL SUPPORT
5,000
DALLAS MISSION FOR LIFE INC (DBA DALLAS LIFE)
1100 CADIZ STREET
DALLAS
,
TX
75215
NONE
PC
GENERAL SUPPORT
7,500
DAUGHTERS OF STMARY OF PROVIDENCE DELEGATIONSPAR
207 CHAPEL DRIVE
SYRACUSE
,
NY
13219
NONE
PC
GENERAL SUPPORT
4,000
DE LA SALLE INC
1106 N JEFFERSON AVE
ST LOUIS
,
MO
63106
NONE
PC
GENERAL SUPPORT
8,000
DENTON COUNTY FRIENDS OF THE FAMILY
PO BOX640
DENTON
,
TX
76202
NONE
PC
GENERAL SUPPORT
5,000
DOMINICAN LITERACY CENTER AURORA
260 VERMONT STREET
AURORA
,
IL
60505
NONE
PC
GENERAL SUPPORT
20,000
DONNELLY COLLEGE
608 N 18TH STREET
KANSAS CITY
,
KS
66102
NONE
PC
GENERAL SUPPORT
50,000
DRESS FOR SUCCESS OKLAHOMA CITY LLC
1215 N WESTERN AVE
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL SUPPORT
5,000
EDGEWOOD COLLEGE
1000 EDGEWOOD COLLEGE DRIVE
MADISON
,
WI
53711
NONE
PC
GENERAL SUPPORT
5,000
EL CENTRO INC
650 MINNESOTA AVE
KANSAS CITY
,
KS
66101
NONE
PC
GENERAL SUPPORT
10,000
ERIE CATHOLIC SCHOOL SYSTEM
1531EAST GRANDVIEW BLVD SUITE 100
ERIE
,
PA
16510
NONE
PC
GENERAL SUPPORT
15,000
EXODUS MINISTRIES
4630 MUNGER AVENUE 110
DALLAS
,
TX
75204
NONE
PC
GENERAL SUPPORT
5,000
ST PETER'S CATHOLIC SCHOOL
1266 FLO RI D A STREET
SAN FRANCISCO
,
CA
94110
NONE
PC
GENERAL SUPPORT
5,000
ST PHILIP & ST AUGUSTINE CATHO LIC ACADEMY
8151MILITARYPARKWAY
DALLAS
,
TX
75227
NONE
PC
GENERAL SUPPORT
50,000
ST PHILIP NERI CATHOLIC SCHOOL
1121FELIX PLACE
MIDWEST CITY
,
OK
73110
NONE
PC
GENERAL SUPPORT
12,000
ST PHILIP THE APOSTLE SCHOO L
1233 W HOLTZ AVE
ADDISON
,
IL
60101
NONE
PC
GENERAL SUPPORT
3,500
ST SYMPHOROSA SCHOOL
6125 5 AUSTIN
CHICAGO
,
IL
60638
NONE
PC
GENERAL SUPPORT
10,000
ST TERESA OF AVILA SCHOOL
402 E HIGH ST
GRANTS
,
NM
87020
NONE
PC
GENERAL SUPPORT
26,400
ST VERONICA CATHOLIC SCHOOLS (PHILADELPHIA INDEPENDENT MISSION SCHOOLS DB
3521N 6TH ST
PHILADELPHIA
,
PA
19140
NONE
PC
GENERAL SUPPORT
10,000
STARFISH STORIES INC DBA THE FRANCISCO HOMES
PO BOX 7190
LOS ANGELES
,
CA
90007
NONE
PC
GENERAL SUPPORT
5,000
STILL WATER DOMESTIC VIOLENCE SERVICES DBA WINGS OF HOPE FAMILY CRISIS SERV
3800 N WASHINGTON ST
STILLWATER
,
OK
74075
NONE
PC
GENERAL SUPPORT
5,000
SUMMIT ACADEMY DBA ST JOHN BOSCO ACADEMY
PO BOX 427 122 SUBSTATION RD
COTTONWOOD
,
ID
83522
NONE
PC
GENERAL SUPPORT
8,700
THE ARCHDIOCESE OF GALVESTON-HOUSTON
1700 SAN JACINTO ST
HOUSTON
,
TX
77002
NONE
PC
GENERAL SUPPORT
10,000
THE DWELLING PLACE
940 44TH AVENUE NE UNIT 21307
COLUMBIA HEIGHTS
,
MN
55421
NONE
PC
GENERAL SUPPORT
5,000
THE LITTLE LIGHT HOUSE
5120 E 36TH ST
TULSA
,
OK
74135
NONE
PC
GENERAL SUPPORT
5,600
THE SET ME FREE PROJECT
11620 M CIRCLE
OMAHA
,
NE
68137
NONE
PC
GENERAL SUPPORT
5,000
THE WELL COMMUNITY VILLA MARIE HOME AND SCHOOL FOR EXCEPTIONAL
125 SUNSET AVENUE
DALLAS
,
TX
75208
NONE
PC
GENERAL SUPPORT
5,000
VILLA MARIE HOME AND SCHOOL FOR EXCEPTIONAL CHILDREN
7205 N 112TH ST
WAVERLY
,
NE
68462
NONE
PC
GENERAL SUPPORT
12,000
VINCENT GRAY ACADEMY
1048 STATE STREET PO BOX 428
EAST ST LOUIS
,
IL
62201
NONE
PC
GENERAL SUPPORT
7,000
WELLSPRINGS VILLAGE INC
PO BOX 311017
HOUSTON
,
TX
77231
NONE
PC
GENERAL SUPPORT
7,500
WICHITA WOMEN'S INITIATIVE NETWORK
510 E THIRD
WICHITA
,
KS
67202
NONE
PC
GENERAL SUPPORT
3,000
WILLIAMSON COUNTY CRISIS CENTER DBA HOPE ALLIANCE
1011GATTIS SCHOOL ROAD STE 110
ROUND ROCK
,
TX
78664
NONE
PC
GENERAL SUPPORT
13,000
YOUTH WITH FACES
6333 E MOCKINGBIRD SUITE 147-872
DALLAS
,
TX
75214
NONE
PC
GENERAL SUPPORT
5,000
SACRED HEART CATHOLIC CHURCH
208 S EVANS AVE
EL RENO
,
TX
73036
NONE
PC
GENERAL SUPPORT
17,500
SAN FELIPE DE NERISCHOOL
2000 LOMA S BLVD NW
ALBUQU ERQUE
,
NM
87104
NONE
PC
GENERAL SUPPORT
21,800
SAN FRANCISCO NATIVITY ACADEMY
PO BOX36709
HOUSTON
,
TX
77236
NONE
PC
GENERAL SUPPORT
4,000
SAN MIGUEL MIDDLE SCHOOL OF TULSA
2444 E ADMIRAL BLVD
TULSA
,
OK
74110
NONE
PC
GENERAL SUPPORT
13,000
SANTA FE CATHOLIC HIGH SCHOOL
3110 HWY 92 EAST
LAKELAND
,
FL
33801
NONE
PC
GENERAL SUPPORT
10,000
SCHOOL OF SAINT MARY
1365 E 49TH PLACE
TULSA
,
OK
74105
NONE
PC
GENERAL SUPPORT
10,000
SENT ONES INC
2400 N 6TH ST
HARRISBURG
,
PA
17110
NONE
PC
GENERAL SUPPORT
1,000
SERVIAM GIRLS ACADEMY
14 HALCYON DR
NEW CASTLE
,
DE
19720
NONE
PC
GENERAL SUPPORT
5,000
SHELTER MINISTRIES OF DALLAS DBA AUSTIN STREET CENTER
PO BOX 710729
DALLAS
,
TX
75371
NONE
PC
GENERAL SUPPORT
5,000
SHENANGO VALLEY CATHOLIC SCHOOL SYSTEM
2120 SHENANGO VALLEY FREEWAY
HERMITAGE
,
PA
16148
NONE
PC
GENERAL SUPPORT
6,000
SIMPLY GRACE
PO BOX 180172
DALLAS
,
TX
75218
NONE
PC
GENERAL SUPPORT
5,000
SISTER THEA BOWMAN CATHOLIC SCHOOL
8213 CHURCH LANE
EAST ST LOUIS
,
IL
62203
NONE
PC
GENERAL SUPPORT
15,000
SISTERS ACADEMY OF BALTIMORE
139 FIRST AVENUE
BALTIMORE
,
MD
21227
NONE
PC
GENERAL SUPPORT
4,420
SISTERS OF ST JOSEPH DEAR NEIGHBOR MINISTRIES INC
1329 S BLUFFVIEW
WICHITA
,
KS
67218
NONE
PC
GENERAL SUPPORT
5,000
SISTERS PLACE INC
418 MITCHELL AVENUE
CLAIRTON
,
PA
15025
NONE
PC
GENERAL SUPPORT
8,000
SOCIETY OF ST VINCENT DE PAUL OF SNOHOMISH COUNTY SOCIETY OF ST VINCENT DE
PO BOX 2269
EVERETT
,
WA
98213
NONE
PC
GENERAL SUPPORT
5,000
SOCIETY OF ST VINCENT DE PAUL COUNCIL OF NORTHERN KENTUCKY
2655 CRESCENT SPRINGS ROAD
COVINGTON
,
KY
41017
NONE
PC
GENERAL SUPPORT
5,000
SOCIETY OF ST VINCENT DE PAUL SOUTH CENTRAL DISTRICT COUNCIL
1611ABE MARTIN DRIVE
NORMAN
,
OK
73071
NONE
PC
GENERAL SUPPORT
5,000
SOJOURNER TRUTH HOUSE INC
410 W 13TH AVENUE
GARY
,
IN
46407
NONE
PC
GENERAL SUPPORT
5,500
ST AGNES CATHOLIC SCHOOL
5130 MI SSION RD
ROELAND PARK
,
KS
66205
NONE
PC
GENERAL SUPPORT
10,000
ST AGNES OF BOHEMIA SCHOOL
2643 S CENTRAL PARK
CHICAGO
,
IL
60623
NONE
PC
GENERAL SUPPORT
20,000
ST ANNE CATHOLIC SCHOOL
1131NE 10 ST
GRANT PASS
,
OR
97526
NONE
PC
GENERAL SUPPORT
5,000
ST ANNE PARISH
2801S SENECA ST
WICHITA
,
KS
67217
NONE
PC
GENERAL SUPPORT
10,000
ST AUSTIN CATHOLIC SCHOOL
1911SAN ANTONIO STREET
AUSTIN
,
TX
78705
NONE
PC
GENERAL SUPPORT
1,875
ST BENEDICT CATHOLIC SCHOOL
201 DIVISION STREET
ATCHISON
,
KS
66002
NONE
PC
GENERAL SUPPORT
12,500
ST BENEDICT'S ABBEY
1020 NORTH 2ND ST
ATCHISON
,
KS
66002
NONE
PC
GENERAL SUPPORT
10,000
ST BENILDE SCHOOL
1801DIVISION STREET
METAIRIE
,
LA
70001
NONE
PC
GENERAL SUPPORT
10,000
ST BRUNO CATHOLIC SCHOOL
4839 S HARDING AVE
CHICAGO
,
IL
60632
NONE
PC
GENERAL SUPPORT
12,000
ST DISMAS MIN ISTRY
424 N BROADWAY AVE
WICHITA
,
KS
67202
NONE
PC
GENERAL SUPPORT
5,000
ST FRANCIS DE SALES
541 MARTIN AVE
BELGRADE
,
MN
56312
NONE
PC
GENERAL SUPPORT
5,000
ST GREGORY THE GREAT SCHOOL
85 GREAT PLAIN RD
DANBURY
,
CT
06811
NONE
PC
GENERAL SUPPORT
3,600
ST IGNATIUS SCHOOL
740 MANIDA STREET
BRONX
,
NY
10474
NONE
PC
GENERAL SUPPORT
5,000
ST JAMES CATHOLIC SCHOOL
1224 S W 4LSTST
OKLAHOMA CITY
,
OK
73109
NONE
PC
GENERAL SUPPORT
21,700
ST JOSEPH CATHEDRAL SCHOOL
2303 WEST MAIN STREET
JEFFERSON CITY
,
MO
65109
NONE
PC
GENERAL SUPPORT
10,000
ST JOSEPH CATHOLIC SCHOOL
750 PEACHTREE ST
HERNDON
,
VA
20170
NONE
PC
GENERAL SUPPORT
5,550
ST JOSEPH CATHOLIC SCHOOL
139 S MILLWOOD
WICHITA
,
KS
67213
NONE
PC
GENERAL SUPPORT
11,000
ST LABRE INDIAN SCHOOL EDUCATIONAL ASSOCIATION
1000 TONGUE RIVER ROAD
ASHLAND
,
MO
59003
NONE
PC
GENERAL SUPPORT
10,000
ST LOUIS ARCHDIOCESAN ELEMENTARY SCHOOLS
20 ARCHBISHOP MAY DRIVE
ST LOUIS
,
MO
63119
NONE
PC
GENERAL SUPPORT
15,000
ST LOUIS AREA WOMEN RELIGIOUS COLLABORATIVE MINISTRIES DBA ENGLISH TUTORIN
336 E RIPA AVENUE
ST LOUIS
,
MO
63125
NONE
PC
GENERAL SUPPORT
5,000
ST MARGARET MARY CATHOLIC SCHOOL
2635 S PATTIE
WICHITA
,
KS
67216
NONE
PC
GENERAL SUPPORT
20,000
ST MARTIN DE PORRES CATHOLIC SCHOOL
2225 HAMPTON STREET
COLUMBIA
,
SC
29204
NONE
PC
GENERAL SUPPORT
10,000
ST MARY OF CARMEL CATHOLIC SCHOOL INC
1716 SINGLETON BLVD
DALLAS
,
TX
75229
NONE
PC
GENERAL SUPPORT
5,000
ST MARY'S CATHOLIC SCHOOL
2108 RIDGEWOOD DR
LONGVIEW
,
TX
75605
NONE
PC
GENERAL SUPPORT
15,000
ST MICHAEL INDIAN SCHOOL
PO BOX650
SAINT MICHAEL S
,
AZ
86511
NONE
PC
GENERAL SUPPORT
15,000
ST PATRICK CATHOLIC SCHOOL
409 S MALCOLM
CHANUTE
,
KS
66720
NONE
PC
GENERAL SUPPORT
6,580
ST PATRICK CATHOLIC SCHOOL
2023 ARKANSAS
WICHITA
,
KS
67203
NONE
PC
GENERAL SUPPORT
10,700
ST PAUL SCHOOL AN ENTITY OF ST PAUL CHURCH
461 ALLING STREET
KENSINGTON
,
CT
06037
NONE
PC
GENERAL SUPPORT
6,000
Total
.................................
3a
1,690,525
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
966,776
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
15
718
8
Gain or (loss) from sales of assets other than
inventory
............
18
224,131
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PARTNERSHIP INCOME
900099
-6,076
01
b
PARTNERSHIP INCOME
01
337
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
-6,076
1,191,962
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,185,886
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description