Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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, FL33629
A Employer identification number

75-2897679
B Telephone number (see instructions)

(813) 257-9477
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$35,109,374J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,287 5,287  
4 Dividends and interest from securities... 541,114 541,114  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,308,428
b Gross sales price for all assets on line 6a 24,274,759
7 Capital gain net income (from Part IV, line 2)... 2,308,428
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)....... Click to see attachment 61,324 61,324  
12 Total. Add lines 1 through 11........ 2,916,153 2,916,153  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,417 47,709   47,708
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,833 917   916
c Other professional fees (attach schedule).... Click to see attachment 28,746 25,146   3,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,665 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 89,976 84,176   5,800
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 222,637 157,948   58,024
25 Contributions, gifts, grants paid....... 1,602,500 1,602,500
26 Total expenses and disbursements. Add lines 24 and 25 1,825,137 157,948   1,660,524
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,091,016
b Net investment income (if negative, enter -0-) 2,758,205
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing.............   11,176 11,176
2 Savings and temporary cash investments......... 1,203,194 682,327 682,327
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment1,463,059 1,510,898
b Investments—corporate stock (attach schedule)....... 406,194 Click to see attachment2,175,803 2,271,881
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,060,331 Click to see attachment26,309,703 30,633,092
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,669,719 30,642,068 35,109,374
Liabilities 17 Accounts payable and accrued expenses..........   70
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 70
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 26,669,719 30,641,998
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)..... 26,669,719 30,641,998
30 Total liabilities and net assets/fund balances (see instructions). 26,669,719 30,642,068
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
26,669,719
2
Enter amount from Part I, line 27a .....................
2
1,091,016
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,881,263
4
Add lines 1, 2, and 3 ..........................
4
30,641,998
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,641,998
Form 990-PF (2020)
Form 990-PF (2020)
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 P    
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 24,259,531   21,966,331 2,293,200
b 15,228     15,228
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       2,293,200
b       15,228
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,308,428
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 38,339
c All other domestic foundations enter 1.39% 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 38,339
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 38,339
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,925
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 12,925
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.......Bullet 9 25,414
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletTX, FL
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletTHEWESTERMANFOUNDATION.ORG
    14
    The books are in care ofbulletABBOTT DOWNING Telephone no.bullet (713) 324-3808

    Located atbullet1000 LOUISIANA ST SUITE 1401HOUSTONTX ZIP+4bullet77002
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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     		75,417 0 0
    3225 S MACDILL BLVD SUITE 129
    TAMPA,FL33629
    LINDSEY THOMPSON PRESIDENT
    10.00     		8,000 0 0
    6501 TWIN OAKS DR
    PLANO,TX75024
    JOHN SETTICH VICE PRESIDENT
    1.00     		3,000 0 0
    8664 DEER CREEK RD
    ATCHISON,KS66002
    DAN CAREY TREASURER
    1.00     		3,000 0 0
    15412 W BLUE VERDE DR
    SUN CITY WEST,AZ85375
    SANDRA ZITA PRATT SECRETARY
    1.00     		3,000 0 0
    42 CROWN PLACE
    RICHARDSON,TX75080
    JAMES LEWIS III DIRECTOR
    1.00     		0 0 0
    14657 SW 17RD ST
    ROSE HILL,KS67133
    JULIE WESTERMAN DIRECTOR
    1.00     		3,000 0 0
    6213 BOXCAR RUN
    AUSTIN,TX78745
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    29,797,528
    b
    Average of monthly cash balances.......................
    1b
    2,118,454
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,915,982
    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
    31,915,982
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    478,740
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    31,437,242
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,571,862
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,571,862
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    38,339
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38,339
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,533,523
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,533,523
    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
    1,533,523
    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
    1,660,524
    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
    1,660,524
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,660,524
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,533,523
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,168,523
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,660,524
    a Applied to 2019, but not more than line 2a 1,168,523
    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 2020 distributable amount..... 492,001
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,041,522
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe 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,FL33629
    (813) 257-8477
    INFO@THEWESTERMANFOUNDATION.ORG
    bThe 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.
    cAny submission deadlines:
    THE SUBMISSION DEADLINE IS AUGUST 1ST, ANNUALLY
    dAny 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 (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    ALL SAINTS CATHOLIC SCHOOL - TULSA
    299 S 9TH ST
    BROKEN ARROW,OK74012     		NONE PC GENERAL SUPPORT 15,000
    ARCHDIOCESE OF OKLAHOMA CITY
    7501 NW EXPRESSWAY
    OKLAHOMA CITY,OK73132     		NONE PC GENERAL SUPPORT 20,000
    BATTERED WOMEN'S FOUNDATION
    4166 WILLMAN AVE
    N RICHLAND HILLS,TX76180     		NONE PC GENERAL SUPPORT 5,000
    BENEDICTINE COLLEGE
    1020 N SECOND ST
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 10,000
    BISHOP MCGUINESS CATHOLIC HIGH SCHOOL
    801 NW 50TH ST
    OKLAHOMA CITY,OK73118     		NONE PC GENERAL SUPPORT 4,000
    BISHOP WARD HIGH SCHOOL
    780 NORTH 18TH STREET
    KANSAS CITY,KS66102     		NONE PC GENERAL SUPPORT 9,500
    CARDINAL RITTER COLLEGE PREP HIGH SCHOOL
    701 N SPRING AVENUE
    ST LOUIS,MO63108     		NONE PC GENERAL SUPPORT 15,000
    CATHOLIC CHARITIES DIOCESE OF LA CROSSE INC
    710 EAST AVENUE SOUTH
    LA CROSSE,WI54601     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES DIOCESE OF WILMINGTON
    2601 WEST 4TH STREET
    WILMINGTON,DE19805     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF THE DIOCESE OF LAS CRUCES
    125 WEST MOUNTAIN AVENUE NEW
    LAS CRUCES,NM88005     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF CENTRAL TEXAS
    1625 RUTHERFORD LANE
    AUSTIN,TX78754     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF DALLAS INC
    1421 W MOCKINGBIRD LANE
    DALLAS,TX75247     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF DENVER INC
    6240 SMITH RD
    DENVER,CO80216     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF GALVESTON - HOUSTON
    2900 LOUISIANA STREET
    HOUSTON,TX77006     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF NORTH LOUISIANA
    331 E 71ST ST
    SHREVEPORT,LA71106     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
    9720 W 87TH ST
    OVERLAND PARK,KS66212     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF SOUTHERN MISSOURI INC
    424 E MONASTERY STREET
    SPRINGFIELD,MO65807     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF THE DIOCESE OF GARY
    940 BROADWAY
    GARY,IN46402     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF THE DIOCESE OF TULSA
    2450 N HARVARD AVE
    TULSA,OK74115     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES OF THE RIO GRAND VALLEY
    700 N VIRGEN DE SAN JUAN BLVD
    SAN JUAN,TX78589     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC CHARITIES-DIOCESE OF TYLER
    PO BOX 2016
    TYLER,TX75710     		NONE PC GENERAL SUPPORT 20,000
    CATHOLIC URBAN PROGRAMS
    7 VIEUX CARRE DR
    EAST ST LOUIS,IL62203     		NONE PC GENERAL SUPPORT 50,000
    CHWC
    2 S 14TH ST
    KANSAS CITY,KS66102     		NONE PC GENERAL SUPPORT 15,000
    DE LA SALLE INC
    1106 N JEFFERSON AVE
    ST LOUIS,MO63106     		NONE PC GENERAL SUPPORT 15,000
    DIOCESE OF WICHITA
    424 N BROADWAY
    WICHITA,KS67202     		NONE PC GENERAL SUPPORT 2,500
    DOMINICAN LITERACY CENTER AURORA
    260 VERMONT STREET
    AURORA,IL60505     		NONE PC GENERAL SUPPORT 15,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		NONE PC GENERAL SUPPORT 4,000
    EAST LAKE ACADEMY
    13911 W LAUREL DRIVE
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 15,000
    EDGEWOOD COLLEGE
    1000 EDGEWOOD COLLEGE DRIVE
    MADISON,WI53711     		NONE PC GENERAL SUPPORT 4,000
    GOOD SHEPHERD CATHOLIC SCHOOL
    214 S GARLAND AVE
    GARLAND,TX75040     		NONE PC GENERAL SUPPORT 15,000
    GUADA LUPE EDUCATIONAL CENTER INC
    1214 E LINCOLN ST
    BROWNSVILLE,TX78521     		NONE PC GENERAL SUPPORT 15,000
    HOLY CROSS CATHOLIC SCHOOL
    8101 W 95TH STREET
    OVERLAND PARK,KS66212     		NONE PC GENERAL SUPPORT 15,000
    HOLY FAMILY CATHEDRAL SCHOOL
    820 S BOULDER
    TULSA,OK74119     		NONE PC GENERAL SUPPORT 15,000
    HOLY FAMILY DAY HOME
    299 DOLORES STREET
    SAN FRANCISCO,CA94103     		NONE PC GENERAL SUPPORT 30,000
    HOLY NAME OF JESUS CATHOLIC SCHOOL
    1007 SOUTHWEST BLVD
    KANSAS CITY,KS66103     		NONE PC GENERAL SUPPORT 15,000
    HOLY SAVIOR CATHOLIC ACADEMY
    3000 E 13TH ST N
    WICHITA,KS67214     		NONE PC GENERAL SUPPORT 15,000
    HOLY TRINITY CATHOLIC SCHOOL - DALLAS
    3815 OAK LAWN AVE
    DALLAS,TX75219     		NONE PC GENERAL SUPPORT 15,000
    HOLY TRINITY CATHOLIC SCHOOL - OKARCHE
    211 W MISSOURI
    OKARCHE,OK73762     		NONE PC GENERAL SUPPORT 15,000
    JOHN PAUL THE GREAT ACADEMY
    1522 CARME L DR
    LAFAYETTE,LA70501     		NONE PC GENERAL SUPPORT 15,000
    JOPLIN AREA CATHOLIC SCHOOL SYSTEM
    930 S PEARL AVE
    JOPLIN,MO64801     		NONE PC GENERAL SUPPORT 50,000
    LEAVENWORTH REGIONAL CATHOLIC SCHOOL SYSTEM
    541 MUNCIE ROAD
    LEAVENWORTH,KS66048     		NONE PC GENERAL SUPPORT 50,000
    LITTLE FLOWER CATHOLIC SCHOOL
    824 KENTUCKY AVE
    SAN ANTONIO,TX78201     		NONE PC GENERAL SUPPORT 15,000
    MARIAN MIDDLE SCHOOL
    4130 WYOMING ST
    ST LOUIS,MO63116     		NONE PC GENERAL SUPPORT 15,000
    MATER DEI CATHOLIC SCHOOL
    934 SW CLAY STREET
    TOPEKA,KS66606     		NONE PC GENERAL SUPPORT 15,000
    MERCY COLLEGE OF HEALTH SCIENCES
    928 6TH AVENUE
    DES MOINES,IA50309     		NONE PC GENERAL SUPPORT 2,500
    MOST HOLY TRINITY CATHOLIC SCHOOL
    10000 PHEASANT RD B
    EL PASO,TX79924     		NONE PC GENERAL SUPPORT 15,000
    MOUNT SAINT MICHAEL CATHOLIC SCHOOL
    PO BOX 225159
    DALLAS,TX75222     		NONE PC GENERAL SUPPORT 15,000
    MOUNT ST MARY HIGH SCHOOL
    2801S SHARTEL AVE
    OKLAHOMA CITY,OK73109     		NONE PC GENERAL SUPPORT 15,000
    MOUNT ST SCHOLASTICA
    801 S 8 STREET
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 9,000
    OUR LADY OF PERPETUAL HELP SCHOOL
    7625 CORTLAND AVENUE
    DALLAS,TX75235     		NONE PC GENERAL SUPPORT 15,000
    OUR LADY OF SORROWS SCHOOL
    1100 GUMWOOD AVE
    MCALLEN,TX78501     		NONE PC GENERAL SUPPORT 15,000
    OUR LADY OF UNITY CATHOLIC SCHOOL
    2646 S 34TH ST
    KANSAS CITY,KS66106     		NONE PC GENERAL SUPPORT 15,000
    OUR LADY'S SCHOOL
    1111 CYPRESS
    SULPHUR,LA70663     		NONE PC GENERAL SUPPORT 51,500
    RESURRECTION CATHOLIC SCHOOL AT THE CATHEDRAL
    425 N 15TH STREET
    KANSAS CITY,KS66102     		NONE PC GENERAL SUPPORT 15,000
    SACRED HEART CATHOLIC SCHOOL
    312 SOUTH B STREET
    ARKANSAS CITY,KS67005     		NONE PC GENERAL SUPPORT 15,000
    SACRED HEART CATHOLIC SCHOOL - EL RENO
    210 SOUTH EVANS
    EL RENO,OK73036     		NONE PC GENERAL SUPPORT 15,000
    SACRED HEART CATHOLIC SCHOOL - OKLAHOMA CITY
    2700 S SHARTEL AVE
    OKLAHOMA CITY,OK73109     		NONE PC GENERAL SUPPORT 15,000
    SACRED HEART SCHOOL - NESS CITY
    510 SSCHOOL
    NESS CITY,KS67560     		NONE PC GENERAL SUPPORT 15,000
    SAINT ANN SCHOOL
    2211 W LEAVITT ST
    CHICAGO,IL60608     		NONE PC GENERAL SUPPORT 15,000
    SAINT CECILIA CATHOLIC SCHOOL - DALLAS
    635 MARY CLIFF ROAD
    DALLAS,TX75208     		NONE PC GENERAL SUPPORT 15,000
    SAINT CECILIA CATHOLIC SCHOOL - HAYSVILLE
    1912 W GRAND AVE
    HAYSVILLE,KS67060     		NONE PC GENERAL SUPPORT 15,000
    SAINT CHARLES BORROMEO CATHOLIC SCH
    5000 N GREOVE
    WARR ACRES,OK73122     		NONE PC GENERAL SUPPORT 15,000
    SAINT EUGENE CATHOLIC CHURCH
    2400 W HEFNER ROAD
    OKLAHOMA CITY,OK73120     		NONE PC GENERAL SUPPORT 19,000
    SAINT LAWRENCE CATHOLIC
    5223 N HIMES AVE
    TAMPA,FL33614     		NONE PC GENERAL SUPPORT 15,000
    SAINT MARY CATHOLIC SCH FORT SCOTT
    702 S EDDY
    FORT SCOTT,KS66701     		NONE PC GENERAL SUPPORT 15,000
    SAINT MARY'S CATHOLIC SCHOOL
    611 SW A AVE
    LAWTON,OK73501     		NONE PC GENERAL SUPPORT 15,000
    SAINT PATRICK CATHOLIC SCHOOL - CHANUTE
    409 S MALCOLM
    CHANUTE,KS66720     		NONE PC GENERAL SUPPORT 15,000
    SAINT PATRICK CATHOLIC SCHOOL - PARSONS
    1831 STEVENS
    PARSONS,KS67357     		NONE PC GENERAL SUPPORT 15,000
    SAINT PATRICK CATHOLIC SCHOOL - WICHITA
    2023 ARKANSAS
    WICHITA,KS67203     		NONE PC GENERAL SUPPORT 15,000
    SAINT PAUL THE APOSTLE CATHOLIC SCH
    720 S FLOYD ROAD
    RICHARDSON,TX75080     		NONE PC GENERAL SUPPORT 20,000
    SAN BERNANDINO & RIVERSIDE
    385 N ARROWHEAD AVE
    SAN BERNANDINO,CA92415     		NONE PC GENERAL SUPPORT 20,000
    SAN MIGUEL MIDDLE SCHOOL OF TULSA
    2444 E ADMIRAL BLVD
    TULSA,OK74110     		NONE PC GENERAL SUPPORT 15,000
    SCHOOL OF SAINT MARY
    1365 E 49TH PLACE
    TULSA,OK74105     		NONE PC GENERAL SUPPORT 15,000
    SISTER THEA BOWMAN CATHOLIC SCHOOL
    8213 CHURCH LANE
    EAST ST LOUIS,IL62203     		NONE PC GENERAL SUPPORT 15,000
    SOCIETY OF ST VINCENT DEPAUL SOUTH
    1750 17TH ST
    SARASOTA,FL34234     		NONE PC GENERAL SUPPORT 5,000
    ST AGNES CATHOLIC SCHOOL
    5130 MISSION RD
    ROELAND PARK,KS66205     		NONE PC GENERAL SUPPORT 15,000
    ST AGNES OF BOHEMIA SCHOOL
    2643 S CENTRAL PARK
    CHICAGO,IL60623     		NONE PC GENERAL SUPPORT 15,000
    ST ANNE CATHOLIC SCHOOL
    1131 NE 10 ST
    GRANT PASS,OR97526     		NONE PC GENERAL SUPPORT 15,000
    ST AUSTIN CATHOLIC SCHOOL
    1911 SAN ANTONIO STREET
    AUSTIN,TX78705     		NONE PC GENERAL SUPPORT 15,000
    ST BENEDICT CATHOLIC SCHOOL
    201 DIVISION STREET
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 15,000
    ST BENEDICT'S ABBEY
    1020 NORTH 2ND ST
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 4,000
    ST BENILDE SCHOOL
    1801 DIVISION STREET
    METAIRIE,LA70001     		NONE PC GENERAL SUPPORT 15,000
    ST BRUNO CATHOLIC SCHOOL
    4839 S HARDING AVE
    CHICAGO,IL60632     		NONE PC GENERAL SUPPORT 15,000
    ST JAMES CATHOLIC SCHOOL
    1224 S W 4LSTST
    OKLAHOMA CITY,OK73109     		NONE PC GENERAL SUPPORT 15,000
    ST JOSEPH CATHEDRAL SCHOOL
    2303 WEST MAIN STREET
    JEFFERSON CITY,MO65109     		NONE PC GENERAL SUPPORT 15,000
    ST MARGARET MARY CATHOLIC SCHOOL
    2635 S PATTIE
    WICHITA,KS67216     		NONE PC GENERAL SUPPORT 15,000
    ST MARY OF CARMEL CATHOLIC SCHOOL INC
    1716 SINGLETON BLVD
    DALLAS,TX75229     		NONE PC GENERAL SUPPORT 15,000
    ST MARY'S CATHOLIC SCHOOL
    2108 RIDGEWOOD DR
    LONGVIEW,TX75605     		NONE PC GENERAL SUPPORT 15,000
    ST MARY'S OF ASUMPTION CATH CHURCH
    520 WASHBURN STREET
    TAYLOR,TX76574     		NONE PC GENERAL SUPPORT 15,000
    ST PAUL SCHOOL AN ENTITY OF ST PAUL CHURCH
    461 ALLING STREET
    KENSINGTON,CT06037     		NONE PC GENERAL SUPPORT 15,000
    ST PETER AND PAUL CATHOLIC CHURCH & SCHOOL
    1428 N 67TH E AVE
    TULSA,OK74115     		NONE PC GENERAL SUPPORT 15,000
    ST PETER'S CATHOLIC SCHOOL
    1266 FLORIDA STREET
    SAN FRANCISCO,CA94110     		NONE PC GENERAL SUPPORT 5,000
    ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY
    8151 MILITARY PARKWAY
    DALLAS,TX75227     		NONE PC GENERAL SUPPORT 15,000
    ST PHILIP NERI CATHOLIC SCHOOL
    1121 FELIX PLACE
    MIDWEST CITY,OK73110     		NONE PC GENERAL SUPPORT 15,000
    ST PHILIP THE APOSTLE SCHOOL
    1233 W HOLTZ AVE
    ADDISON,IL60101     		NONE PC GENERAL SUPPORT 15,000
    ST SYMPHOROSA SCHOOL
    6125 5 AUSTIN
    CHICAGO,IL60638     		NONE PC GENERAL SUPPORT 15,000
    VINCENT GRAY ACADEMY
    1048 STATE STREET PO BOX 428
    EAST ST LOUIS,IL62201     		NONE PC GENERAL SUPPORT 15,000
    OUR LADY'S MONTESSORI SCHOOL
    3020 S 7TH ST
    KANSAS CITY,KS66103     		NONE PC GENERAL SUPPORT 15,000
    SPALDING ACADEMY CATHOLIC SCHOOL
    PO BOX 310
    SPALDING,NE68665     		NONE PC GENERAL SUPPORT 2,500
    Total .................................bullet 3a 1,602,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 5,287  
    4 Dividends and interest from securities....     14 541,114  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 340  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,308,428  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP & PORTFOLIO INCOME     		900099   01 60,984  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,916,153 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,916,153
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,833 917   916

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Name of Stock End of Year Book Value End of Year Fair Market Value
    APPLE INC 116,238 126,340
    AT & T INC 110,059 115,727
    HOME DEPOT INC 129,854 144,215
    JPMORGAN CHASE & CO 102,587 105,134
    LOWES COS INC 79,454 88,931
    ORACLE CORPORATION 81,872 82,370
    ABBVIE INC. 110,696 111,409
    ANTHEM INC. 112,734 116,845
    BANK OF AMERICA CORP 100,647 101,322
    CAPITAL ONE FINANCIAL CO 109,005 115,240
    CATERPILLAR FINL SERVICE 101,384 106,526
    CHEVERON CORP 104,599 106,356
    CITIGROUP 131,200 130,335
    COMCAST CORP 118,903 126,239
    GOLDMAN SACHS GROUP INC. 107,539 112,275
    KROGER CO 102,216 109,230
    PEPSICO INC. 104,461 110,392
    PROLOGIS LP 109,438 113,530
    STATE STREET CORP 134,799 136,964
    VALERO ENERGY CORP 108,118 112,501

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    US Government Securities - End of Year Book Value:

    1,463,059
    US Government Securities - End of Year Fair Market Value:

    1,510,898
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABERDEEN EMERGING MARKETS AT COST 1,124,000 1,677,115
    ADIDAS-AG AT COST 19,029 22,691
    AIA GROUP LTD-SP AT COST 26,179 51,193
    ALCON, INC AT COST 17,248 18,013
    ALIBABA GROUP HOLDING LTD. AT COST 14,698 16,757
    APOLLO NATURAL RES II ASP FUND CL AE U AT COST 229,946 229,946
    ARES ENERGY INFRASTRUCTURE V ASP CLASS AE-U AT COST 404,488 404,488
    BOK FINANCIAL CORPORATION AT COST 15,059 21,229
    CIMAREX ENERGY CO AT COST 1,012 2,438
    DIAGEO PLC - ADR AT COST 14,452 20,010
    FANUC CORPORATION AT COST 10,812 13,752
    FED AGRIC MTG CORP AT COST 1,131 1,040
    FNF GROUP AT COST 16,406 23,649
    GWL US PROPERTY ASP FUND CL A SER U AT COST 1,737,799 1,684,040
    HDFC BANK LTD. - ADR AT COST 6,929 16,114
    ICICI BANK LTD. - ADR AT COST 11,052 18,099
    INGREDION INC AT COST 21,727 22,028
    ISHARES CORE MSCI EMERGING MARKETS AT COST 498,790 532,303
    JAMES RIVER GROUP HOLDINGS LTD. AT COST 1,462 2,163
    KOMATSU LIMITED - ADR AT COST 15,205 20,014
    LONZA GROUP AG AT COST 20,348 37,102
    OCCIDENTAL PETE CORP AT COST 173 238
    ONE GAS INC AT COST 6,737 6,986
    PORTLAND GEN ELEC CO AT COST 12,668 11,334
    RIVERSIDE CAPITAL APPRECIATION VII ASP FD CLASS A INITIAL AT COST 319,511 319,511
    ROCHE HOLDINGS LTD - ADR AT COST 27,116 39,719
    ROYAL DUTCH SHELL PLC AT COST 27,035 16,066
    SAP SE AT COST 29,098 45,767
    SEER CAPITAL PARTNERS ASP FUND CLASS AE-U AT COST 1,190,557 1,027,977
    SNAP ON INC AT COST 14,505 17,114
    SONOVA HOLDING AG AT COST 9,623 19,699
    TAIWAN SEMICONDUCTOR MANUFACTU - ADR AT COST 14,032 68,150
    UNI CHARM CORPORATION AT COST 18,643 30,813
    UNILEVER PLC - ADR AT COST 15,957 21,971
    WELLINGTON HAWKES BAY ASP FUND CLASS AE-U AT COST 1,573,280 1,554,456
    ACL ALTERNATIVE FUND-USD SHARE CLASS A AT COST 550,000 544,961
    ADTALEM GLOBAL EDUCATION AT COST 8,230 7,809
    ADYEN N.V. AT COST 25,311 60,877
    AIR LIQUIDE-ADR AT COST 8,278 13,222
    ALFA LAVAL AB AT COST 14,394 15,540
    ALLIANZ SE AT COST 34,425 35,521
    ALLISON TRANSMISSION HOLDINGS AT COST 18,361 18,546
    AMBEV SA AT COST 21,232 17,797
    AMEDISYS INC. AT COST 9,047 14,960
    AMERCO AT COST 22,381 27,238
    AMERICAN CAMPUS CMNTYS INC. AT COST 11,019 14,542
    AMERICAN FINL GROUP INC. OHIO.COM AT COST 14,749 20,153
    AMKOR TECHNOLOGIES INC. COM AT COST 13,613 22,243
    AMPHASTAR PARMACEUTICALS INC. AT COST 3,267 3,258
    APPLE HOSPITALITY REIT INC. AT COST 6,772 9,592
    APPLIED INDL TECHNOLOGIES INC. COM AT COST 9,026 11,075
    ARAMARK AT COST 7,266 14,622
    ARROWMARK GLOBAL OPPORTUNITY FUND AT COST 750,000 750,000
    ATLAS COPCO AB AT COST 34,313 44,542
    AVIENT CORP AT COST 2,385 5,236
    AVISTA CORP COM AT COST 20,957 20,070
    AVNET INC. AT COST 7,669 10,112
    BAKER HUGHES COMPANY AT COST 13,287 20,642
    BANCO BILBAO VIZCAYA ARGENT - ADR AT COST 21,982 21,805
    BANCORPSOUTH BANK AT COST 8,367 8,095
    BANK HAWAII AT COST 15,714 18,389
    BLACKROCK DEVELOPED REAL ESTATE AT COST 750,000 707,655
    BLUCORA INC. AT COST 2,824 2,466
    BMC STOCK HOLDINGS INC. AT COST 17,126 35,214
    BROWN CAPITAL MANAGEMENT AT COST 775,000 889,929
    BRUKER CORPORATION AT COST 22,560 28,093
    CAMDEN PPTY TR SH BEN INT AT COST 13,977 17,486
    CANADIAN NATL RR CO COM AT COST 7,782 14,061
    CAPE ANN GLOBAL DEV MARKETS FUND AT COST 1,020,000 1,148,804
    CARLISLE COS INC. AT COST 16,752 17,961
    CARLYLE REALTY PARTNERS VII ASP AT COST 170,919 170,919
    CERNER CORP COM AT COST 14,716 15,696
    CHECK POINT SOFTWARE TECH COM AT COST 28,660 33,228
    CHEMED CORP NEW AT COST 4,267 4,793
    CHUGAI PHARMACEUTICAL CO LTD AT COST 18,844 30,962
    CITIZENS FINANCIAL GROUP INC. AT COST 24,882 23,244
    CITRIX SYS INC COM AT COST 23,217 24,069
    CITY OFFICE REIT, INC. AT COST 5,246 6,556
    CLEAN HARBORS INC. AT COST 579 913
    COGNIZANT TECH SOLUTIONS CRP COM AT COST 14,253 18,849
    COLUMBIA PROPERTY TRUST INC. AT COST 4,857 5,693
    COMFORT SYS USA INC. COM AT COST 7,690 8,952
    COMMERCIAL METALS CO AT COST 13,314 15,569
    CONCENTRIX CORP AT COST 11,822 16,680
    CORE-MARK HOLDING CO INC. AT COST 8,608 9,281
    COSTAMRE INC. AT COST 2,876 3,014
    CRA INTL INC. AT COST 1,293 1,222
    CSG SYS INTL INC. COM AT COST 16,858 15,549
    DASSAULT SYSTEMS SA-ADR AT COST 39,274 44,604
    DBL PARTNERS IV LP AT COST 41,814 41,814
    DBS GROUP HOLDINGS LIMITED-ADR AT COST 22,536 37,949
    DECKERS OUTDOOR CORP AT COST 7,686 13,192
    DELUXE CORP AT COST 8,755 6,687
    DENTSPLY SIRONIA INC. AT COST 13,337 16,232
    DISCOVERY COMMUNICATIONS INC. AT COST 15,887 15,797
    EBAY INC. AT COST 16,129 21,356
    EMCOR GROUP INC. COM AT COST 26,055 35,761
    EMERGENT BIOSOLUTIONS INC. AT COST 8,492 6,810
    ENCOMPASS HEALTH CORP AT COST 25,908 28,942
    EPIROC AKTIEBOLAG AT COST 14,056 20,725
    EVERCORE INC. AT COST 5,764 7,017
    EVERTEC INC. AT COST 17,623 20,171
    EXTENDED STAY AMERICA, INC. AT COST 3,007 6,161
    FARMERS NATIONAL BANC CORP AT COST 609 504
    FEDERATED HERMES INC. AT COST 16,698 17,536
    FIFTH THIRD BANCORP AT COST 15,439 14,888
    FINANCIAL INSTNS INC. AT COST 2,025 1,463
    FIRST COMMONWEALTH FINL CORP AT COST 873 1,050
    FIRST CTZNS BANCSHARES AT COST 12,797 14,357
    FIRST FINL CORP IND AT COST 889 1,010
    FNB CORP PA COM AT COST 16,993 15,409
    FOMENTO ECONOMICO MEXICANO SAB DE AT COST 23,557 20,988
    FORMFACTOR INC COM AT COST 2,720 4,517
    FTI CONSULTING INC AT COST 8,845 8,379
    FUCHS PETROLUB SE AT COST 6,166 7,898
    FULTON FIN CORP AT COST 7,224 5,495
    GENERAC HOLDINGS INC. AT COST 734 1,592
    GENERAL DYNAMICS CORP AT COST 18,249 19,347
    GOVERNMENT PROP INCOME TRUST AT COST 4,040 3,431
    GRAPHIC PACKAGING HLDGCO AT COST 6,736 7,183
    H&R BLOCK AT COST 19,578 18,493
    HANOVER INS GROUP AT COST 16,665 18,941
    HELEN OF TROY LIMITED AT COST 13,976 16,442
    HORIZON THERAPEUTICS PUBLIC LIMITED AT COST 317 878
    HUB GROUP INC. CL A AT COST 3,569 3,933
    HUNTINGTON INGALLS INDUSTRIES AT COST 21,381 18,753
    INDUSTRIAL LOGISTICS PROPERTIES AT COST 4,834 5,054
    INFINEON TECHNOLOGIES AG-ADR AT COST 33,844 64,841
    INSIGHT ENTERPISES INC COM AT COST 2,005 2,283
    INTEGER HOLDINGS CORP AT COST 15,760 15,588
    INTEGRA LIFESCIENCES HOLDING AT COST 4,288 5,388
    INTERPUBLIC GROUP COS INC. AT COST 26,692 29,400
    INVESCO BALANCED-RISK COMMODITY AT COST 1,297,000 1,446,880
    ISHARES RUSSEL MID-CAP GROWTH AT COST 850,730 1,104,309
    ITAU UNIBANCO HOLDING SA AT COST 23,631 23,142
    J2 GLOBAL INC. AT COST 31,623 35,266
    JABIL INC AT COST 35,349 40,404
    JOHNSON OUTDOORS, INC. AT COST 855 1,239
    KEMPER CORP AT COST 30,012 32,345
    KFORCE INC. AT COST 2,058 2,315
    KKR SPECIAL SITUATIONS II ASP FUND AT COST 296,889 296,889
    KUBOTA LIMITED-ADR AT COST 17,413 24,164
    LAKELAND BANCORP INC. AT COST 391 483
    LAKELAND FINL CORP AT COST 2,937 3,483
    LANDSTAR SYS INC. COM AT COST 15,062 18,044
    LINDE PUBLIC LIMITED COMPANY AT COST 17,022 21,871
    LKQ CORPORATION AT COST 23,173 27,135
    LOEWS CORP AT COST 23,306 21,159
    LOREAL-ADR AT COST 19,872 42,492
    LUKOIL PJSC AT COST 21,371 14,014
    LUMENTUM HOLDINGS INC. AT COST 14,391 18,012
    MANTECH INTERNATIONAL CORP CLA A AT COST 4,961 5,959
    MARCUS & MILLICHAP INC. AT COST 1,825 1,899
    MARINEMAX INC. AT COST 2,451 3,328
    MASONITE INTERNATIONAL CORP AT COST 10,082 12,293
    MASTEC INC. COM AT COST 20,213 26,999
    MDU RES GROUP INC. AT COST 16,397 18,359
    MEDPACE HOLDINGS INC. AT COST 13,472 22,411
    MERIDIAN BIOSCIENCE INC. AT COST 7,979 8,280
    MERITAGE HOMES CORPORATION AT COST 16,450 14,659
    MONMOUTH REAL ESTATE INVT CORP AT COST 697 1,039
    MURPHY USA INC. AT COST 4,852 6,151
    NESTLE SA REGISTERED SHARES-ADR AT COST 19,370 30,981
    NETGEAR INC. COM AT COST 4,622 6,054
    NIROTI HOLDINGS CO, LTD AT COST 10,173 15,504
    NORTHERN TRUST CORP AT COST 12,866 12,108
    NOVOZYMES A/S UNSPONS AT COST 10,524 11,642
    ORBIMED ASIA PARTNERS IV LP AT COST 67,691 67,691
    OTTER TAIL CORPORATION AT COST 4,726 4,730
    OUTFRONT MEDIA AT COST 2,098 1,350
    PERDOCEO EDUCATION CORP AT COST 10,061 8,146
    PERSPECTA INC AT COST 10,579 11,173
    PHOENIX AZ CIVIC AT COST 25,000 25,077
    PIEDMONT OFFICE REALTY TRUST INC. AT COST 7,510 7,563
    PING AN INSURANCE (GROUP) COMPANY AT COST 17,412 21,658
    PORTFOLIO ADVISORS SECONDARY FUND IV AT COST 69,894 69,894
    PRA HEALTH SCIENCES INC. AT COST 10,895 16,307
    PRIMERICA INC. AT COST 14,379 15,402
    PRIMORIS SERVIES CORPORATION AT COST 8,606 11,651
    PRINCIPAL PREFERRED SECS AT COST 1,230,000 1,248,888
    PROGRESS SOFTWARE CORP AT COST 12,416 13,602
    PROGRESSIVE CORP OHIO AT COST 8,769 11,371
    QURATE RETAIL INC. AT COST 327 812
    RAVEN INDS INC. AT COST 1,265 1,324
    REGAL BELOIT CORPORATION AT COST 10,699 12,035
    RENT-A-CENTER INC. AT COST 16,074 22,132
    RIO TINTO PLC-ADR AT COST 20,681 30,840
    ROSE GROVE OFFSHORE FD 1 LTD AT COST 400,000 420,733
    SANMINA CORPORATION AT COST 17,520 19,485
    SCHNEIDER ELECTRIC SE AT COST 23,223 34,943
    SCIENCE APPLICATIONS INTERNATION AT COST 4,029 4,732
    SEI INVESTMENT COMPANY AT COST 19,909 20,689
    SELECT MEDICAL HOLDINGS CORPORATION AT COST 12,849 16,209
    SENSATA TECHNOLOGIES HOLDINGS PLC AT COST 10,770 13,712
    SGS SA AT COST 11,954 12,782
    SHIONOGI & CO, LTD AT COST 12,073 10,809
    SIGNATURE BK NEW YORK NY COM AT COST 28,996 29,764
    SKYWORKS SOLUSTIONS INC COM AT COST 5,145 10,702
    SLEEP NUMBER CORP AT COST 6,961 13,261
    SOUTHWEST GAS HOLDINGS INC. AT COST 11,198 10,449
    SPF SECURITIZED PRODUCTS FUND LTD AT COST 300,000 319,704
    SPRUCEGROVE DELAWARE TRUST INTL INV FUND AT COST 1,016,032 1,144,935
    STANDARD PLUS CORP AT COST 2,120 1,442
    STEELCASE INC. CL A AT COST 4,127 4,743
    STEPAN CO COM AT COST 2,208 2,386
    STEWART INFORMATION SVCS CORP COM AT COST 5,754 6,674
    STRATEGIC VALUE RESTRUCTURING FUND OFFSHORE AT COST 350,000 380,659
    STRIDE INC. AT COST 3,292 4,373
    SUNSTONE HOTEL INVS INC. NEW COM AT COST 2,322 3,410
    SUPERNUS PHARMACEUTICALS INC. AT COST 8,258 9,108
    SYMRISE AG AT COST 17,126 22,554
    SYNEOS HEALTH INC. AT COST 1,930 2,589
    SYNNEX CORP AT COST 9,683 13,763
    SYSMEX CORPORATION AT COST 14,799 24,481
    TENCENT HOLDINGS LIMITED AT COST 22,035 35,370
    THE RMR GROUP INC. AT COST 935 772
    THE SIMPLY GOOD FOODS CO. AT COST 2,628 3,575
    TIG ARBITRAGE ENHANCED LTD SER 2 AT COST 400,000 417,478
    TOPBUILD CORP AT COST 2,513 4,050
    TOWNEBANK/PORTSMOUTH VA AT COST 2,264 1,972
    TRISTATE CAPTIAL HOLDINGS INC. AT COST 3,600 3,010
    UGI CORP NEW COM AT COST 25,178 20,976
    UNIVERSAL HEALTH SVCS INC. CL B AT COST 22,829 22,688
    VALVOLINE INC. AT COST 4,086 5,669
    VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 1,512,658 1,651,547
    VANGUARD INDEX AT COST 4,409,538 6,710,204
    VENTAS INC COM AT COST 19,040 23,539
    VIRTUS KAR SMALL-CAP CORE FUND AT COST 255,000 280,796
    VISHAY PRECISION GROUP INC. AT COST 1,422 1,291
    VISTRA CORP AT COST 27,896 25,951
    WASHINGTON FEDERAL INC. AT COST 9,877 9,112
    WESCO INTL INC. AT COST 7,898 12,874
    WEYERHAEUSER CO AT COST 17,580 19,447
    WHITE MOUNTAINS INSURANCE GROUP INC. AT COST 23,549 23,015
    YANDEX NV AT COST 8,253 12,872
    ZIMMER BIOMET HOLDINGS INC. AT COST 8,880 15,409
    FED HOME LN MTG CORP AT COST 99,165 99,477

    TY 2020 OtherExpensesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 5,660 2,830   2,830
    MISCELLANEOUS EXPENSES 1,601 801   800
    SOFTWARE 4,341 2,171   2,170
    PARTNERSHIP EXPENSES 78,374 78,374   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME - ROYALTIES 340 340 340
    PARTNERSHIP & PORTFOLIO INCOME 60,984 60,984 60,984


    TY 2020 OtherIncreasesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Description Amount
    UNREALIZED GAINS 2,881,263


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 21,546 21,546   0
    OTHER PROFESSIONAL FEES 7,200 3,600   3,600


    TY 2020 TaxesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 709 0   0
    PARTNERSHIP FOREIGN TAXES 5,956 0   0