Private Foundation

THE WESTERMAN FOUNDATION

Based in PLANO, TX, THE WESTERMAN FOUNDATION operates as a Private Foundation. The organization reported $2.3M in revenue, $2.1M in expenses, $35.7M in total assets for fiscal year 2024. Imperigo tracks 504 reported grants from this foundation totaling approximately $7.9M.

EIN: 752897679 PLANO, TX Private Independent Foundations NTEE: T22 Latest filing: 2024
Total Revenue$2.3M
Total Expenses$2.1M
Total Assets$35.7M
Grants Given504
Grant Total$7.9M
Filing Years2019–2024

Before you apply to The Westerman Foundation

Accepts applications Published application instructions on its 2024 Form 990-PF.

Sometimes funds new orgs 34% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

DONNELLY COLLEGE
KANSAS CITY, KS · 2024
GENERAL PURPOSES
$50,000
SAINT CECILIA CATHOLIC SCHOOL
DALLAS, TX · 2024
GENERAL PURPOSES
$50,000
ST EUGENE CATHOLIC SCHOOL
OKLAHOMA CITY, OK · 2024
GENERAL PURPOSES
$50,000
CATHOLIC CHARITIES FORT WORTH
FORT WORTH, TX · 2024
GENERAL PURPOSES
$50,000
ST EUGENE CATHOLIC CHURCH
OKLAHOMA CITY, OK · 2024
GENERAL PURPOSES
$50,000

Showing up to 5 of 504 total records — full history available with membership.

Officers & Directors

TREASURER Dan Carey
VICE PRESIDENT John Settich
DIRECTOR Julie Westerman
PRESIDENT Lindsey Thompson
EXECUTIVE DIRECTOR Valerie H Goddard

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$6,764,682 438 grants
Education
$450,966 30 grants
Religion & Spirituality
$152,000 6 grants
Housing & Homelessness
$85,000 2 grants
Food Assistance & Nutrition
$52,500 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $2.3M $2.1M $35.7M
2023 $562K $2.0M $34.1M
2022 $-247K $1.6M $32.2M
2020 $2.9M $1.8M $30.6M
2019 $1.2M $2.1M $26.7M

Between 2019 and 2024, reported annual revenue grew from $1.2M to $2.3M (+98%), with total assets most recently reported at $35.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, AR, AZ, CA, CO, CT, and 4 other states.

ALARAZCACOCTDEFLGAIA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE WESTERMAN FOUNDATION

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