WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION (EIN 20-2589546)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-07-03
- IRS object ID
- 202611849349100301
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-03T09:00:17-05:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202589546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN ASSET MANAGEMENT COMPANY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 6268449400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACEY HUTSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6268449400 | PhoneNum |
| Signature | 2026-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,732 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,247 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $214 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $214 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,461 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,199 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,943 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,943 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,167 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,438 | CashBOYAmt |
| Cash EOY | $9,732 | CashEOYAmt |
| Cash EOYFMV | $9,732 | CashEOYFMVAmt |
| Total Assets BOY | $41,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $41,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,732 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,706 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,732 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,732 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 6268449400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W HIRSCHMANN | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TRACEY A HUTSON | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBERT SIBBREL | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | ADMIN OFFICER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $1,417 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,167 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,167 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $421,966 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $228,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $251,929 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $203,806 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,302 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,263,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,167 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,417 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,750 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,318,753 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $421,966 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $896,787 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $228,000 | ExcessFromYear4Amt |
| Excess From Year3 | $251,929 | ExcessFromYear3Amt |
| Excess From Year2 | $203,806 | ExcessFromYear2Amt |
| Excess From Year1 | $157,302 | ExcessFromYear1Amt |
| Excess From Current Year | $55,750 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGA KHAN FOUNDATION USA | ||||||||
| 1825 K STREET NW SUITE 901 | WASHINGTON | DC | 200061214 | NONE | PC | HUMANITARIAN | $500 | |
| ARCADIA EDUCATIONAL FOUNDATION | ||||||||
| 150 S 3RD AVENUE | ARCADIA | CA | 91006 | NONE | PC | EDUCATION | $100 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 717 W TEMPLE STREET | LOS ANGELES | CA | 900122665 | NONE | PC | HUMANITARIAN | $6,772 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BOULEVARD | PASADENA | CA | 911250001 | NONE | PC | EDUCATION | $1,000 | MC234-6 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BOULEVARD | PASADENA | CA | 911250001 | NONE | PC | EDUCATION | $1,000 | MC234-6 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BOULEVARD | PASADENA | CA | 911250001 | NONE | PC | EDUCATION | $1,000 | MC234-6 |
| CALIFORNIA SCHOOL OF THE ARTS SAN GABRIEL VALLEY | ||||||||
| 1401 HIGHLAND AVENUE | DUARTE | CA | 91010 | NONE | PC | EDUCATION | $500 | |
| CALIFORNIA SCHOOL OF THE ARTS SAN GABRIEL VALLEY | ||||||||
| 1401 HIGHLAND AVENUE | DUARTE | CA | 91010 | NONE | PC | EDUCATION | $1,000 | |
| CAMINO HEALTH CENTER | ||||||||
| 31351 RANCHO VIEJO ROAD SUITE 201 | SAN JUAN CAPISTRANO | CA | 926751858 | NONE | PC | HEALTH | $150 | |
| CAMP KESEM NATIONAL | ||||||||
| 440 N BARRANCA AVENUE SUITE 2273 | COVINA | CA | 91723 | NONE | PC | HUMANITARIAN | $209 | |
| CHILD EDUCATIONAL CENTER | ||||||||
| 140 FOOTHILL BOULEVARD | LA CANADA | CA | 91011 | NONE | PC | EDUCATION | $500 | |
| COLBURN SCHOOL | ||||||||
| 200 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATION | $100 | |
| DANA FARBER CANCER INSTITUTE INC | ||||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | PC | HEALTH | $150 | |
| EPILEPSY FOUNDATION OF LONG ISLAND | ||||||||
| 1500 HEMPSTEAD TURNPIKE | EAST MEDOW | NY | 115541551 | NONE | PC | HEALTH | $500 | |
| EPILEPSY FOUNDATION OF LONG ISLAND | ||||||||
| 1500 HEMPSTEAD TURNPIKE | EAST MEDOW | NY | 115541551 | NONE | PC | HEALTH | $100 | |
| EPILEPSY FOUNDATION OF LONG ISLAND | ||||||||
| 1500 HEMPSTEAD TURNPIKE | EAST MEDOW | NY | 115541551 | NONE | PC | HEALTH | $100 | |
| EPILEPSY FOUNDATION OF LONG ISLAND | ||||||||
| 1500 HEMPSTEAD TURNPIKE | EAST MEDOW | NY | 115541551 | NONE | PC | HEALTH | $100 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | HUMANITARIAN | $500 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 6 DRUMMOND PLACE RED BANK | NEW JERSEY | NJ | 07701 | NONE | PC | RELIGIOUS | $1,000 | |
| FILIPINO INTERNATIONAL FELLOWSHIP | ||||||||
| PO BOX 2110 | WINNETKA | CA | 91326 | NONE | PC | RELIGIOUS | $1,000 | |
| FIRST CHURCH OF THE NAZARENE | ||||||||
| 3700 E SIERRA MADRE BOULEVARD | PASADENA | CA | 91107 | NONE | PC | RELIGIOUS | $400 | |
| FIRST CHURCH OF THE NAZARENE | ||||||||
| 3701 E SIERRA MADRE BOULEVARD | PASADENA | CA | 91107 | NONE | PC | RELIGIOUS | $1,000 | |
| FLINTRIDGE PREPARATORY SCHOOL | ||||||||
| 4543 CROWN AVENUE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | EDUCATION | $1,000 | |
| FORDHAM PREPARATORY SCHOOL | ||||||||
| 441 E FORDHAM ROAD | BRONX | NY | 10458 | NONE | PC | EDUCATION | $1,000 | |
| HARBOR VIEW PFO | ||||||||
| 900 GOLDENROD AVENUE | CORONA DEL MAR | CA | 92625 | NONE | PC | EDUCATION | $1,000 | |
| HIGH POINT ACADEMY | ||||||||
| 1720 KINNELOA CANYON ROAD | PASADENA | CA | 911071099 | NONE | PC | EDUCATION | $1,000 | |
| HOLY ANGELS CHURCH | ||||||||
| 370 CAMPUS DRIVE | ARCADIA | CA | 91007 | NONE | PC | RELIGIOUS | $950 | |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | HEALTH | $250 | |
| JUNIOR LEAGUE OF LOS ANGELES INC | ||||||||
| 630 N LARCHMONT BOULEVARD | LOS ANGELES | CA | 90004 | NONE | PC | EDUCATION | $1,000 | |
| JUNIOR LEAGUE OF LOS ANGELES INC | ||||||||
| 630 N LARCHMONT BOULEVARD | LOS ANGELES | CA | 90004 | NONE | PC | EDUCATION | $150 | |
| JUNIOR LEAGUE OF LOS ANGELES INC | ||||||||
| 630 N LARCHMONT BOULEVARD | LOS ANGELES | CA | 90004 | NONE | PC | EDUCATION | $250 | |
| JUNIOR LEAGUE OF LOS ANGELES INC | ||||||||
| 630 N LARCHMONT BOULEVARD | LOS ANGELES | CA | 90004 | NONE | PC | EDUCATION | $300 | |
| LA CANADA FLINTRIDGE EDUCATIONAL FOUNDATION | ||||||||
| 4490 CORNISHON AVE ROOM 211 | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | EDUCATION | $1,000 | |
| LA MIRADA HIGH SCHOOL BASEBALL BOOSTER CLUB INC | ||||||||
| 13520 ADELFA DRIVE | LA MIRADA | CA | 906383103 | NONE | PC | EDUCATION | $1,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY USA | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 105737501 | NONE | PC | HEALTH | $1,000 | |
| LOS ALTOS GIRLS SOCCER BOOSTERS | ||||||||
| 2926 ADELITA DRIVE | HACIENDA HEIGHTS | CA | 917456017 | NONE | PC | EDUCATION | $1,000 | |
| LOS ANGELES HINDU SOCIETY INC | ||||||||
| 46 N LOTUS AVENUE | PASADENA | CA | 91107 | NONE | PC | RELIGIOUS | $1,000 | |
| LOS ANGELES YOUTH ORCHESTRA | ||||||||
| 4924 BALBOA BOULEVARD 409 | ENCINO | CA | 913163402 | NONE | PC | HUMANITARIAN | $150 | |
| MAYFIELD JUNIOR SCHOOL | ||||||||
| 405 S EUCLID AVENUE | PASADENA | CA | 91101 | NONE | PC | EDUCATION | $1,000 | |
| MONTEREY HILLS ELEMENTARY SCHOOL PTA | ||||||||
| 1624 VIA DEL REYS | PASADENA | CA | 91030 | NONE | PC | EDUCATION | $100 | |
| MOUNT ALVERNO HIGH SCHOOL | ||||||||
| 200 N MICHILLINDA AVENUE | SIERRA MADRE | CA | 910241616 | NONE | PC | EDUCATION | $850 | |
| NEFESH LA | ||||||||
| 840 ECHO PARK AVENUE | LOS ANGELES | CA | 900264209 | NONE | PC | HUMANITARIAN | $1,000 | |
| OAK KNOLL SCHOOL OF THE HOLY CHILD | ||||||||
| 44 BLACKBURN ROAD | SUMMIT | NJ | 07901 | NONE | PC | EDUCATION | $500 | |
| PACIFIC HOUSE INC | ||||||||
| 137 HENRY STREET STREET 205 | STAMFORD | CT | 06902 | NONE | PC | HUMANITARIAN | $1,000 | |
| PARA LOS NINOS | ||||||||
| 5000 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 900276104 | NONE | PC | HUMANITARIAN | $1,000 | |
| PASADENA CITY COLLEGE FOUNDATION INC | ||||||||
| 1570 E COLORADO BOULEVARD CEC 204 | PASADENA | CA | 91106 | NONE | PC | EDUCATION | $1,432 | |
| PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 351 S HUDSON AVENUE ROOM 153 | PASADENA | CA | 91101 | NONE | PC | EDUCATION | $1,000 | |
| PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 351 S HUDSON AVENUE ROOM 153 | PASADENA | CA | 91101 | NONE | PC | EDUCATION | $3,720 | |
| POLYTECHNIC SCHOOL | ||||||||
| 1030 EAST CALIFORNIA BOULEVARD | PASADENA | CA | 911064042 | NONE | PC | EDUCATION | $1,000 | |
| RECTOR WARDENS AND VESTRYMEN OF ST MATTHEWS PARISH | ||||||||
| 2000 STONER AVENUE | LOS ANGELES | CA | 900256109 | NONE | PC | RELIGIOUS | $1,000 | |
| SAINT MARKS SCHOOL | ||||||||
| 1050 EAST ALTADENA DRIVE | ALTADENA | CA | 91001 | NONE | PC | EDUCATION | $1,000 | |
| SAN CLEMENTE EDUCATIONAL FOUNDATION | ||||||||
| 700 AVENIDA PICO | SAN CLEMENTE | CA | 926735681 | NONE | PC | EDUCATION | $250 | |
| SAN MARINO SCHOOLS FOUNDATION | ||||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | NONE | PC | EDUCATION | $1,000 | |
| SAN MARINO SCHOOLS FOUNDATION | ||||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | NONE | PC | EDUCATION | $1,000 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||||
| PO BOX 89367 | TAMPA | FL | 336890406 | NONE | PC | HUMANITARIAN | $1,000 | |
| ST BEDE'S CATHOLIC SCHOOL | ||||||||
| 4524 CROWN AVENUE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | EDUCATION | $500 | |
| ST PIUS X PARISH SCHOOL | ||||||||
| 10855 PIONEER BOULEVARD | SANTA FE SPRINGS | CA | 906704296 | NONE | PC | EDUCATION | $900 | |
| TEATOWN LAKE RESERVATION INC | ||||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 105621643 | NONE | PC | HUMANITARIAN | $1,000 | |
| THE BROOKE JACKMAN FOUNDATION | ||||||||
| 1000 ROYAL COURT SUITE 1302 | NORTH HILLS | NY | 11040 | NONE | PC | EDUCATION | $1,000 | |
| THE BROOKE JACKMAN FOUNDATION | ||||||||
| 1000 ROYAL COURT SUITE 1302 | NORTH HILLS | NY | 11040 | NONE | PC | EDUCATION | $200 | |
| THE CHURCH IN IRVINE CORPORATION | ||||||||
| 4252 IRVINE CENTER DRIVE | IRVINE | CA | 92604 | NONE | PC | RELIGIOUS | $200 | |
| THE CHURCH IN IRVINE CORPORATION | ||||||||
| 4252 IRVINE CENTER DRIVE | IRVINE | CA | 92604 | NONE | PC | RELIGIOUS | $800 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | EDUCATION | $800 | |
| TIBETAN MASTIFF RESCUE INC | ||||||||
| 185 RIVERWOOD | BOERNE | TX | 780065788 | NONE | PC | HEALTH | $1,000 | |
| WATCHUNG COOPERATIVE NURSERY SCHOOL | ||||||||
| 24 N FULLERTON AVENUE | MONTCLAIR | NJ | 07042 | NONE | PC | EDUCATION | $375 | |
| WORLD VISION | ||||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 98001 | NONE | PC | HUMANITARIAN | $585 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,943 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN TEMPLETON COMPANIES LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FRANKLIN PARKWAY | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 944031906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI-B, LINE 1A(3): | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE YEAR ENDED MARCH 31, 2026 THE FOUNDATION ACCEPTED ADMINISTRATIVE SERVICES AND USE OF OFFICE FACILITIES FROM A "DISQUALIFIED PERSON". SUCH SERVICES AND FACILITIES WERE PROVIDED WITHOUT CHARGE TO THE FOUNDATION AND WERE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3), WHICH SATISFIES AN EXCEPTION PROVIDED UNDER REGULATION SECTION 53.4941(D)-3 AND IRC SECTION 4941(D)(2)(C). | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $2,199 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,199 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEE | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |