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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$36,071,956J 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 113,292 113,292  
4 Dividends and interest from securities... 644,463 644,463  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,181,651
b Gross sales price for all assets on line 6a 23,808,483
7 Capital gain net income (from Part IV, line 2)... 4,181,651
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 15,658 15,658  
12 Total. Add lines 1 through 11........ 4,955,064 4,955,064  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 102,540 51,270   51,270
14 Other employee salaries and wages...... 12,000 6,000   6,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,418 3,209   3,209
c Other professional fees (attach schedule).... Click to see attachment 56,374 56,374   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,565 3,565   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 152,788 148,840   3,948
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 333,685 269,258   64,427
25 Contributions, gifts, grants paid....... 1,689,000 1,689,000
26 Total expenses and disbursements. Add lines 24 and 25 2,022,685 269,258   1,753,427
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,932,379
b Net investment income (if negative, enter -0-) 4,685,806
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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 33,521 33,521
2 Savings and temporary cash investments......... 682,327 749,171 749,171
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) 1,463,059 0 0
b Investments—corporate stock (attach schedule)....... 5,222,962 Click to see attachment22,074,283 25,472,342
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment3,630,278 3,601,476
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 23,262,544 Click to see attachment5,840,891 6,215,446
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) 30,642,068 32,328,144 36,071,956
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)......... 70 0
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........ 30,641,998 32,328,144
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)..... 30,641,998 32,328,144
30 Total liabilities and net assets/fund balances (see instructions). 30,642,068 32,328,144
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
30,641,998
2
Enter amount from Part I, line 27a .....................
2
2,932,379
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
33,574,377
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,246,233
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,328,144
Form 990-PF (2021)
Form 990-PF (2021)
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 CAPITAL GAINS DIVIDENDS P    
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 23,776,157   19,626,832 4,149,325
b 30,336     30,336
c 1,990     1,990
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       4,149,325
b       30,336
c       1,990
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 4,181,651
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 65,133
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 65,133
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 907
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 66,040
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletHIRTLE CALLAGHAN CO Telephone no.bullet (952) 234-4500

    Located atbullet1601 UTICA AVE S SUITE 210MINNEAPOLISMN ZIP+4bullet55416
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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     		70,040 0 0
    3225 S MACDILL BLVD SUITE 129
    TAMPA,FL33629
    LINDSEY THOMPSON PRESIDENT
    10.00     		14,500 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     		6,000 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    35,570,798
    b
    Average of monthly cash balances.......................
    1b
    1,896,581
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    37,467,379
    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
    37,467,379
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    562,011
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    36,905,368
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,845,268
    Part X
    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 IX, line 6..................
    1
    1,845,268
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    65,133
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    65,133
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,780,135
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,780,135
    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 XII, line 1 ...
    7
    1,780,135
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,780,135
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,041,522
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,753,427
    a Applied to 2020, but not more than line 2a 1,041,522
    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 2021 distributable amount..... 711,905
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,068,230
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 SOUTH 9TH STREET
    BROKEN ARROW,OK74012     		NONE PC GENERAL SUPPORT 12,000
    BATTERED WOMEN'S FOUNDATION
    4166 WILLMAN AVE
    NORTH RICHLAND HILLS,TX76180     		NONE PC GENERAL SUPPORT 5,000
    BENEDICTINE COLLEGE
    1020 N SECOND ST
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 25,000
    BENEDICTINE COLLEGE
    1021 N SECOND ST
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 1,000
    BENEDICTINE COLLEGE
    1022 N SECOND ST
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 1,000
    BENEDICTINE COLLEGE
    1023 N SECOND ST
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 3,000
    BISHOP MCGUINESS CATHOLIC HIGH SCHOOL
    801 NW50TH STREET
    OKLAHOMA CITY,OK73118     		NONE PC GENERAL SUPPORT 4,000
    BISHOP WARD HIGH SCHOOL
    708 NORTH 18TH STREET
    KANSAS CITY,KS66102     		NONE PC GENERAL SUPPORT 25,000
    CARDINAL RITTER COLLEGE PREP HIGH SCHOOL - SAINT LOUIS
    701 N SPRING AVENUE
    ST LOUIS,MO63108     		NONE PC GENERAL SUPPORT 4,000
    CATHOLIC CHARITIES ARCHDIOCESE OF NEW ORLEANS
    1000 HOWARD AVE SUITE 200
    NEW ORLEANS,LA70113     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES COMMUNITY SERVICES ODESSA
    2500 ANDREWS HWY
    ODESSA,TX79761     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES DIOCESE OF LAREDO
    1919 CEDAR AVE
    LAREDO,TX78040     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF ACADIANA
    405 ST JOHN ST
    LAFAYETTE,LA70502     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF CORPUS CHRISTI
    615 OLIVER CT
    CORPUS CHRISTI,TX78408     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF GALLUP
    503 US RTE 66
    GALLUP,NM87301     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF NORTH LOUISIANA
    331 E 71ST STREET
    SHREVEPORT,LA71106     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF NORTHEAST KANSAS INC
    9720 W 87TH ST
    OVERLAND PARK,KS66212     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF NORTHERN KANSAS
    1500 S 9TH ST STE 1
    SALINA,KS67402     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF SOUTHEAST TEXAS
    2780 EASTEX FWY
    BEAUMONT,TX77703     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF SOUTHWEST KANSAS
    906 CENTRAL AVENUE
    DODGE CITY,KS67801     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC
    1232 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE
    1900 S ACADIAN THRUWAY
    BATON ROUGE,LA70808     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF THE DIOCESE OF LAS CRUCES
    125 W MOUNTAIN AVE
    LAS CRUCES,NM88005     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF THE RIO GRAND VALLEY
    955 WEST PRICE ROAD
    BROWNSVILLE,TX78520     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF SOUTHWEST LOUISIANA DIOCESE OF LAKE CHARLES
    1225 2ND ST LAKE CHARLES
    LAKE CHARLES,LA70601     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF SOUTHWEST LOUISIANA DIOCESE OF LAKE CHARLES
    1226 2ND ST LAKE CHARLES
    LAKE CHARLES,LA70602     		NONE PC GENERAL SUPPORT 5,000
    CATHOLIC CHARITIES OF THE TEXAS PANHANDLE
    PO BOX 15127
    AMARILLO,TX79105     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF WICHITA
    437 TOPEKA ST
    WICHITA,KS67202     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES-DIOCESE OF TYLER
    PO BOX 2016
    TYLER,TX75710     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC URBAN PROGRAMS
    7 VIEUX CARRE DR
    EAST ST LOUIS,IL62203     		NONE PC GENERAL SUPPORT 30,000
    CHWC
    2 S 14TH ST
    KANSAS CITY,KS66102     		NONE PC GENERAL SUPPORT 12,000
    DE LA SALLE INC
    1106 N JEFFERSON AVE
    ST LOUIS,MO63106     		NONE PC GENERAL SUPPORT 12,000
    DOMINICAN LITERACY CENTER AURORA
    260 VERMONT STREET
    AURORA,IL60505     		NONE PC GENERAL SUPPORT 12,000
    DONNELLY COLLEGE
    608 N 18TH STREET
    KANSAS CITY,KS66102     		NONE PC GENERAL SUPPORT 25,000
    EAST LAKE ACADEMY
    13911 W LAUREL DRIVE
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 12,000
    EMMAUS HOUSE
    802 N 5TH ST
    GARDEN CITY,KS67846     		NONE PC GENERAL SUPPORT 7,000
    GOOD SHEPHERD CATHOLIC SCHOOL - GARLAND
    214 S GARLAND AVE
    GARLAND,TX75040     		NONE PC GENERAL SUPPORT 12,000
    HOLY CROSS CATHOLIC CHURCH
    14 WEST FRANCIS STREET
    MADILL,OK73446     		NONE PC GENERAL SUPPORT 12,000
    HOLY FAMILY CATHEDRAL SCHOOL
    820 S BOULDER
    TULSA,OK74119     		NONE PC GENERAL SUPPORT 12,000
    HOLY NAME CATHOLIC SCHOOL - COFFEYVILLE
    406 WILLOW
    COFFEYVILLE,KS67337     		NONE PC GENERAL SUPPORT 12,000
    HOLY NAME CATHOLIC SCHOOL - WINFIELD
    700 FULLER
    WINFIELD,KS67156     		NONE PC GENERAL SUPPORT 12,000
    HOLY NAME OF JESUS CATHOLIC SCHOOL
    1007 SOUTHWEST BLVD
    KANSAS CITY,KS66103     		NONE PC GENERAL SUPPORT 12,000
    HOLY SAVIOR CATHOLIC ACADEMY
    3000 E 13TH ST N
    WICHITA,KS67214     		NONE PC GENERAL SUPPORT 12,000
    HOLY TRINITY CATHOLIC SCHOOL - DALLAS
    3815 OAK LAWN AVE
    DALLAS,TX75219     		NONE PC GENERAL SUPPORT 12,000
    HOLY TRINITY CATHOLIC SCHOOL - OKARCHE
    211 W MISSOURI
    OKARCHE,OK73762     		NONE PC GENERAL SUPPORT 12,000
    JOHN PAUL THE GREAT ACADEMY
    1522 CARMEL DR
    LAFAYETTE,LA70501     		NONE PC GENERAL SUPPORT 12,000
    JOPLIN AREA CATHOLIC SCHOOL SYSTEM
    930 S PEARL AVE
    JOPLIN,MO64801     		NONE PC GENERAL SUPPORT 30,000
    LEAVENWORTH REGIONAL CATHOLIC SCHOOL SYSTEM
    1409 2ND AVENUE
    LEAVENWORTH,KS66048     		NONE PC GENERAL SUPPORT 30,000
    LITTLE FLOWER CATHOLIC SCHOOL
    905 KENTUCKY AVE
    SAN ANTONIO,TX78201     		NONE PC GENERAL SUPPORT 12,000
    MARIAN MIDDLE SCHOOL
    4130 WYOMING STREET
    ST LOUIS,MO63116     		NONE PC GENERAL SUPPORT 12,000
    MATER DEI CATHOLIC SCHOOL - TOPEKA
    934 SW CLAY STREET
    TOPEKA,KS66606     		NONE PC GENERAL SUPPORT 12,000
    MOST HOLY TRINITY CATHOLIC SCHOOL - EL PASO
    10000 PHEASANT RD B
    EL PASO,TX79924     		NONE PC GENERAL SUPPORT 12,000
    MOUNT SAINT MARY CATHOLIC HIGH SCHOOL - OKLAHOMA CITY
    2801 S SHARTEL AVE
    OKLAHOMA CITY,OK73109     		NONE PC GENERAL SUPPORT 12,000
    MOUNT SAINT MICHAEL CATHOLIC SCHOOL
    PO BOX 225159
    DALLAS,TX75222     		NONE PC GENERAL SUPPORT 12,000
    MOUNT SAINT SCHOLASTICA
    801 S 8 STREET
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 28,000
    OUR LADY OF PERPETUAL HELP CATHOLIC SCHOOL - DALLAS
    7625 CORTLAND AVENUE
    DALLAS,TX75235     		NONE PC GENERAL SUPPORT 12,000
    OUR LADY OF SORROWS SCHOOL
    1100 GUMWOOD AVE
    MCALLEN,TX78501     		NONE PC GENERAL SUPPORT 12,000
    OUR LADY OF UNITY CATHOLIC SCHOOL
    2646 S 34TH STREET
    KANSAS CITY,KS66106     		NONE PC GENERAL SUPPORT 12,000
    OUR LADY'S CATHOLIC SCHOOL
    1111 CYPRESS ST
    SULPHUR,LA70663     		NONE PC GENERAL SUPPORT 12,000
    OUR LADY'S MONTESSORI SCHOOL
    3020 S 7TH ST
    KANSAS CITY,KS66103     		NONE PC GENERAL SUPPORT 12,000
    RESURRECTION CATHOLIC SCHOOL AT THE CATHEDRAL
    425 N 15TH STREET
    KANSAS CITY,KS66102     		NONE PC GENERAL SUPPORT 12,000
    SACRED HEART CATHOLIC SCHOOL - ARKANSAS CITY
    312 SOUTH B STREET
    ARKANSAS CITY,KS67005     		NONE PC GENERAL SUPPORT 12,000
    SACRED HEART CATHOLIC SCHOOL - EL RENO
    210 SOUTH EVANS
    EL RENO,OK73036     		NONE PC GENERAL SUPPORT 12,000
    SACRED HEART CATHOLIC SCHOOL - OKLAHOMA CITY
    2700 S SHARTEL AVE
    OKLAHOMA CITY,OK73109     		NONE PC GENERAL SUPPORT 12,000
    SACRED HEART SCHOOL - NESS CITY
    510 SSCHOOL
    NESS CITY,KS67560     		NONE PC GENERAL SUPPORT 12,000
    SAINT AGNES CATHOLIC SCHOOL - ROELAND PARK
    5130 MISSION RD
    ROELAND PARK,KS66205     		NONE PC GENERAL SUPPORT 12,000
    SAINT AGNES OF BOHEMIA CATHOLIC SCHOOL
    2643 S CENTRAL PARK
    CHICAGO,IL60623     		NONE PC GENERAL SUPPORT 12,000
    SAINT ANN SCHOOL
    2211 W LEAVITT ST
    CHICAGO,IL60608     		NONE PC GENERAL SUPPORT 12,000
    SAINT ANNE CATHOLIC SCHOOL - WICHITA
    1121 REGAL
    WICHITA,KS67217     		NONE PC GENERAL SUPPORT 12,000
    SAINT AUSTIN CATHOLIC SCHOOL
    1911 SAN ANTONIO STREET
    AUSTIN,TX78705     		NONE PC GENERAL SUPPORT 12,000
    SAINT BENEDICT CATHOLIC SCHOOL
    201 DIVISION STREET
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 12,000
    SAINT BENEDICT'S ABBEY
    1020 NORTH 2ND ST
    ATCHISON,KS66002     		NONE PC GENERAL SUPPORT 25,000
    SAINT BENILDE SCHOOL
    1801 DIVISION STREET
    METAIRIE,LA70001     		NONE PC GENERAL SUPPORT 12,000
    SAINT BRUNO CATHOLIC SCHOOL
    4839 S HARDING AVE
    CHICAGO,IL60632     		NONE PC GENERAL SUPPORT 12,000
    SAINT CECILIA CATHOLIC SCHOOL - DALLAS
    635 MARY CLIFF ROAD
    DALLAS,TX75208     		NONE PC GENERAL SUPPORT 12,000
    SAINT CECILIA CATHOLIC SCHOOL - HAYSVILLE
    1912 W GRAND AVE
    HAYSVILLE,KS67060     		NONE PC GENERAL SUPPORT 12,000
    SAINT CHARLES BORROMEO CATHOLIC SCHOOL - OKLAHOMA CITY
    5000 N GREOVE
    WARR ACRES,OK73122     		NONE PC GENERAL SUPPORT 12,000
    SAINT EUGENE CATHOLIC CHURCH
    2400 W HEFNER ROAD
    OKLAHOMA CITY,OK73120     		NONE PC GENERAL SUPPORT 4,000
    SAINT JAMES THE GREATER CATHOLIC SCHOOL - OKLAHOMA CITY
    1224 SW 41ST ST
    OKLAHOMA CITY,OK73109     		NONE PC GENERAL SUPPORT 12,000
    SAINT JOSEPH CATHOLIC SCHOOL - WICHITA
    139 S MILLWOOD
    WICHITA,KS67213     		NONE PC GENERAL SUPPORT 12,000
    SAINT LAWRENCE CATHOLIC SCHOOL
    5223 N HIMES AVE
    TAMPA,FL33614     		NONE PC GENERAL SUPPORT 12,000
    SAINT MARGARET MARY CATHOLIC SCHOOL
    2635 S PATTIE
    WICHITA,KS67216     		NONE PC GENERAL SUPPORT 12,000
    SAINT MARY CATHOLIC SCHOOL - FORT SCOTT
    702 S EDDY
    FORT SCOTT,KS66701     		NONE PC GENERAL SUPPORT 12,000
    SAINT MARY CATHOLIC SCHOOL - NEWTON
    101 E 9TH
    NEWTON,KS67114     		NONE PC GENERAL SUPPORT 12,000
    SAINT MARY OF CAMEL CATHOLIC SCHOOL
    1716 SINGLETON BLVD
    DALLAS,TX75229     		NONE PC GENERAL SUPPORT 12,000
    SAINT MARY'S CATHOLIC SCHOOL - LONGVIEW
    2108 RIDGEWOOD DR
    LONGVIEW,TX75605     		NONE PC GENERAL SUPPORT 12,000
    SAINT MARY'S OF THE ASSUMPTION CATHOLIC CHURCH AND SCHOOL
    520 WASHBURN STREET
    TAYLOR,TX76574     		NONE PC GENERAL SUPPORT 12,000
    SAINT PATRICK CATHOLIC SCHOOL - CHANUTE
    409 S MALCOLM
    CHANUTE,KS66720     		NONE PC GENERAL SUPPORT 12,000
    SAINT PATRICK CATHOLIC SCHOOL - PARSONS
    1831 STEVENS
    PARSONS,KS67357     		NONE PC GENERAL SUPPORT 12,000
    SAINT PATRICK CATHOLIC SCHOOL - WICHITA
    2023 ARKANSAS
    WICHITA,KS67203     		NONE PC GENERAL SUPPORT 12,000
    SAINT PAUL CATHOLIC SCHOOL - OLATHE
    900 S HONEYSUCKLE DRIVE
    OLATHE,KS66061     		NONE PC GENERAL SUPPORT 12,000
    SAINT PAUL THE APOSTLE CATHOLIC SCHOOL
    720 S FLOYD ROAD
    RICHARDSON,TX75080     		NONE PC GENERAL SUPPORT 17,000
    SAINT PETER CLAVER CATHOLIC SCHOOL
    1401 N GOVERNOR STREET
    TAMPA,FL33602     		NONE PC GENERAL SUPPORT 5,000
    SAINT PHILIP & SAINT AUGUSTINE CATHOLIC ACADEMY
    8151 MILITARY PARKWAY
    DALLAS,TX75227     		NONE PC GENERAL SUPPORT 12,000
    SAINT PHILIP NERI CATHOLIC SCHOOL
    1121 FELIX PLACE
    MIDWEST CITY,OK73110     		NONE PC GENERAL SUPPORT 12,000
    SAINT PHILIP THE APOSTLE SCHOOL
    1233 W HOLTZ AVE
    ADDISON,IL60101     		NONE PC GENERAL SUPPORT 12,000
    SAINT SYMPHOROSA SCHOOL
    6125 S AUSTIN
    CHICAGO,IL60638     		NONE PC GENERAL SUPPORT 12,000
    SAINTS PETER AND PAUL CATHOLIC CHURCH AND SCHOOL - TULSA
    1428 N 67TH E AVE
    TULSA,OK74115     		NONE PC GENERAL SUPPORT 12,000
    SAN MIGUEL MIDDLE SCHOOL OF TULSA
    2444 E ADMIRAL BLVD
    TULSA,OK74110     		NONE PC GENERAL SUPPORT 12,000
    SCHOOL OF SAINT MARY
    1365 E 49TH PLACE
    TULSA,OK74105     		NONE PC GENERAL SUPPORT 12,000
    SISTER BJ'S PANTRY
    819 NW 4TH ST
    OKLAHOMA CITY,OK73106     		NONE PC GENERAL SUPPORT 5,000
    SISTER THEA BOWMAN CATHOLIC SCHOOL
    8213 CHURCH LANE
    EAST ST LOUIS,IL62203     		NONE PC GENERAL SUPPORT 12,000
    THE GUADALUPE EDUCATIONAL CENTER INC DBA GUADALUPE REGIONAL MIDDLE SCHOOL
    1214 E LINCOLN ST
    BROWNSVILLE,TX78521     		NONE PC GENERAL SUPPORT 12,000
    VINCENT GRAY ACADEMY
    1048 STATE STREET PO BOX 428
    EAST ST LOUIS,IL62201     		NONE PC GENERAL SUPPORT 12,000
    CATHOLIC CHARITIES OF SOUTHERN MISSOURI INC
    424 E MONASTERY ST
    SPRINGFIELD,MO65807     		NONE PC GENERAL SUPPORT 30,000
    CATHOLIC CHARITIES OF ST LOUIS
    4445 LINDELL BLVD
    ST LOUIS,MO63108     		NONE PC GENERAL SUPPORT 30,000
    Total .................................bullet 3a 1,689,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 113,292  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 4,181,651  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		    01 15,658  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 4,955,064 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,955,064
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,418 3,209   3,209

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Name of Bond End of Year Book Value End of Year Fair Market Value
    HC CAPITAL UC GOVT F I STRA - HCUSX 684,981 680,079
    HC CAPITAL US CORP F I HCS - HCXSX 755,962 735,124
    HC CAPITAL US MORT AST HCS - HCASX 581,870 580,022
    ISHARES TRUST ISHARES 1 5 YEAR - IGSB INVESTMENT GRADE CORPORATE BOND ETF 535,890 535,783
    SPDR PORTFOLIO SHORT TERM CORPORATE - SPSB BOND 535,804 535,533
    VANGUARD SHORT TERM CORPORATE BOND - VCSH 535,771 534,935

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADYEN N.V. 15,371 53,219
    AIA GROUP LTD-SP 26,179 42,018
    AIR LIQUIDE-ADR 8,278 14,018
    ALCON, INC 17,248 23,784
    ALFA LAVAL AB 14,394 23,109
    ALIBABA GROUP HOLDING LTD. 22,054 11,879
    ALLIANZ SE 47,585 45,756
    AMBEV SA 17,303 13,790
    ARROWMARK GLOBAL OPPORTUNITY FUND 776,222 776,222
    ATLAS COPCO AB 34,313 60,438
    B H P BILLITON LIMITED A D R - BHP REPSTG 2 ORD SHS 46,517 35,788
    BANCO BILBAO VIZCAYA ARGENT - ADR 16,942 19,970
    CANADIAN NATL RR CO COM 7,782 15,726
    CHECK POINT SOFTWARE TECH COM 33,707 33,686
    CSPC PHARMACEUTICAL GROUP LTD A D R - CSPCY 21,850 19,247
    DASSAULT SYSTEMS SA-ADR 34,595 57,890
    DBS GROUP HOLDINGS LIMITED-ADR 20,925 45,370
    DIAGEO PLC SPONSORED A D R - DEO REPSTG 4 ORD SHS 9,979 19,152
    ENN ENERGY HOLDINGS LTD A D R - XNGSY REPSTG 4 ORD SHS 13,206 15,597
    EPIROC AKTIEBOLAG 14,056 28,762
    FANUC CORPORATION 10,812 11,859
    FOMENTO ECONOMICO MEXICANO SAB DE 23,557 21,526
    FUCHS PETROLUB SE 6,166 6,227
    HC CAPITAL INSTL INTL EQ HCS - HCINX 4,081,620 3,803,241
    HC CAPITAL TR EMERG MKTS HCS - HCEMX 2,597,152 2,512,571
    HC THE INSTL US EQUITY PORTFOLIO - HCIGX 7,386,461 6,113,562
    INFINEON TECHNOLOGIES AG-ADR 20,856 51,796
    ISHARES RUSSELL MID CAP GROWTH - IWP ETF 532,042 775,200
    ITAU UNIBANCO HOLDING SA 23,631 14,250
    KOMATSU LIMITED - ADR 15,205 16,897
    KUBOTA LIMITED-ADR 17,413 24,467
    LINDE PUBLIC LIMITED COMPANY 10,664 18,014
    LONZA GROUP AG 14,269 37,241
    LOREAL-ADR 25,745 59,160
    LUKOIL PJSC 28,384 26,581
    NESTLE SA REGISTERED SHARES-ADR 19,370 36,917
    NIROTI HOLDINGS CO, LTD 18,139 16,732
    NOVOZYMES A/S UNSPONS 10,524 16,956
    P T TELEKOMUNIKASI INDONESIA A D R - TLK REPSTG 40 ORD SHS 15,019 19,539
    PING AN INSURANCE (GROUP) COMPANY 17,412 12,677
    RIO TINTO PLC-ADR 18,749 25,103
    ROCHE HOLDINGS LTD - ADR 27,116 46,831
    ROYAL DUTCH SHELL PLC 27,035 20,721
    SAP SE 24,126 41,332
    SCHNEIDER ELECTRIC SE 23,223 47,326
    SGS SA 11,954 14,407
    SHIONOGI & CO, LTD 19,393 23,371
    SONOVA HOLDING AG 6,210 19,002
    SYMRISE AG 17,126 25,133
    SYSMEX CORPORATION 14,799 27,582
    TAIWAN SEMICONDUCTOR MANUFACTU - ADR 10,270 55,102
    TENCENT HOLDINGS LIMITED 37,602 44,250
    UNI CHARM CORPORATION 18,643 28,130
    UNILEVER PLC - ADR 15,957 19,580
    VANGUARD FTSE DEVELOPED MARKETS ETF 1,307,760 1,546,352
    VANGUARD S P 500 ETF - VOO ETF 4,409,538 8,523,593
    XP INC CLASS A - XP 3,582 2,500
    YANDEX NV 8,253 11,193

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    APOLLO NATURAL RES II ASP FUND CL AE U AT COST 233,591 233,591
    ARES ENERGY INFRASTRUCTURE V ASP CLASS AE-U AT COST 236,364 236,364
    CARLYLE REALTY PARTNERS VII ASP AT COST 151,743 151,743
    CHUGAI PHARMACEUTICAL CO LTD AT COST 18,844 19,043
    DBL PARTNERS IV LP AT COST 103,119 103,119
    GWL US PROPERTY ASP FUND CL A SER U AT COST 1,806,761 1,942,177
    HDFC BANK LTD A D R - HDB REPSTG 3 ORD SHS AT COST 6,929 14,511
    HIG BAYSIDE LOAN OPPORTUNITY FEEDER FUND VI LP AT COST 241,024 241,024
    ICICI BANK LTD A D R - IBN REPSTG 2 ORD SHS AT COST 13,998 27,370
    ISHARES CORE MSCI EMERGING MARKETS AT COST 498,790 513,599
    KKR SPECIAL SITUATIONS II ASP FUND AT COST 347,069 347,069
    NEWFOUNDLAND TERRANOVA OFFSHORE FUND AT COST 300,000 230,947
    ORBIMED ASIA PARTNERS IV LP AT COST 201,862 201,862
    RIVERSIDE CAPITAL APPRECIATION VII ASP FD CLASS A INITIAL AT COST 511,959 511,959
    SPF SECURITIZED PRODUCTS FUND LTD AT COST 400,000 472,875
    STERLING INVESTMENT PARTNERS IV LP AT COST 18,838 18,838
    STRATEGIC VALUE RESTRUCTURING FUND OFFSHORE AT COST 350,000 473,085
    TIG ARBITRAGE ENHANCED LTD SER 2 AT COST 400,000 476,270

    TY 2021 OtherDecreasesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Description Amount
    UNREALIZED LOSSES 1,246,233


    TY 2021 OtherExpensesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ISSUANCE FEES 39 20   19
    CREDIT CARD FEES 2,114 1,057   1,057
    WIZEHIVE FEES 5,745 2,873   2,872
    BANK FEES 108,539 108,539   0
    PARTNERSHIP EXPENSES 36,351 36,351   0


    TY 2021 OtherIncomeSchedule2
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 15,658 15,658 15,658


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 1,352 1,352   0
    OTHER PROFESSIONAL FEES 8,511 8,511   0
    MANAGEMENT FEES 46,511 46,511   0


    TY 2021 TaxesSchedule
    Name:
    WESTERMAN FOUNDATION
    EIN:
    75-2897679
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,533 3,533   0
    PARTNERSHIP FOREIGN TAXES 32 32   0