WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION (EIN 20-2589546)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-30
- IRS object ID
- 202412439349100501
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-30T02:34:00-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 2023-04-01 | 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 | 2024-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $195,655 | 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 | $3,791 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $448 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $448 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $448 | 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 |
| Accounting Fees Rev And Expnss | $8,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,085 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $38 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,110 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,406 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,406 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $412,700 | CashBOYAmt |
| Cash EOY | $195,655 | CashEOYAmt |
| Cash EOYFMV | $195,655 | CashEOYFMVAmt |
| Total Assets BOY | $412,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $195,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $195,655 | 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 | $412,700 | RetainedEarningBOYAmt |
| Retained Earning EOY | $195,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $195,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $412,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $195,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $199,410 | SubtotalAmt |
| Other Decreases | $3,755 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $195,655 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6 | 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 | $6 | 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 (4 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 |
| STEVEN R PERZYNA | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | CFO/DIRECTOR (ENDED 10/2/23) | 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 | $278,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $278,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $278,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6 | TotalTaxAmt |
| Distributable Before Adj | $13,710 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,710 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,710 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $217,516 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,710 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $840,400 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $421,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $228,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $251,929 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,812,860 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,516 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,710 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $203,806 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,016,666 | 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 | $840,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,176,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,565 | ExcessFromYear4Amt |
| Excess From Year3 | $421,966 | ExcessFromYear3Amt |
| Excess From Year2 | $228,000 | ExcessFromYear2Amt |
| Excess From Year1 | $251,929 | ExcessFromYear1Amt |
| Excess From Current Year | $203,806 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 132 WEST 32ND STREET | NEW YORK | NY | 100013225 | NONE | PC | EDUCATION | $106 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 100173288 | NONE | PC | HUMANITARIAN | $1,000 | |
| ANDREW MCDONOUGH B POSITIVE FOUNDATION | ||||||||
| 101 ROCKLAND CIRCLE | WILMINGTON | DE | 19803 | NONE | PC | EDUCATION | $200 | |
| ANIMAL GUARDIAN NETWORK INC | ||||||||
| 4815 E CAREFREE HIGHWAY | CAVE CREEK | AZ | 85331 | NONE | PC | HUMANITARIAN | $300 | |
| ASIAN UNIVERSITY FOR WOMEN (AUW) SUPPORT FOUNDATION | ||||||||
| PO BOX 380768 | CAMBRIDGE | MA | 02238 | NONE | PC | HUMANITARIAN | $500 | |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND INLAND EMPIRE INC | ||||||||
| 1801 E EDINGER AVENUE SUITE 101 | SANTA ANA | CA | 92705 | NONE | PC | HUMANITARIAN | $350 | |
| BON SECOURS MERCY HEALTH | ||||||||
| 7115 HOME OFFICE PO BOX 632660 | CINCINNATI | OH | 752832660 | NONE | PC | HEALTH SERVICES | $500 | |
| BOSTON COLLEGE HIGH SCHOOL | ||||||||
| 150 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | NONE | PC | EDUCATION | $600 | |
| BUCKNELL UNIVERSITY | ||||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | NONE | PC | EDUCATION | $250 | |
| CALIFORNIA HIGH SCHOOL CROSS COUNTRY AND LONG DISTANCE TRACK BOOSTERS | ||||||||
| 6528 GREENLEAF AVENUE SUITE 217 | WHITTIER | CA | 90601 | NONE | PC | EDUCATION | $1,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNA BOULEVARD | PASADENA | CA | 91125 | NONE | PC | EDUCATION | $1,000 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| BUILDING 1 RM 115 ADVANCEMENT | SAN LUIS OBISPO | CA | 93407 | NONE | PC | EDUCATION | $150 | SERVICES |
| CALIFORNIA SCHOOL OF THE ARTS SAN GABRIEL VALLEY | ||||||||
| 1401 HIGHLAND AVENUE | DUARTE | CA | 91010 | NONE | PC | EDUCATION | $1,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE WARNER HALL 6 | PITTSBURGH | PA | 15213 | NONE | PC | EDUCATION | $500 | |
| CHANDLER SCHOOL | ||||||||
| 1005 ARMADA DRIVE | PASADENA | CA | 91103 | NONE | PC | EDUCATION | $3,000 | |
| CHILD EDUCATIONAL CENTER | ||||||||
| 140 FOOTHILL BOULEVARD | LA CANADA | CA | 91011 | NONE | PC | EDUCATION | $500 | |
| CHINESE IMMERSION SCHOOL | ||||||||
| 1250 WALLER STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | EDUCATION | $1,000 | |
| CITY OF HOPE | ||||||||
| 7115 HOME OFFICE PO BOX 632660 | CINCINNATI | OH | 752832660 | NONE | PC | HEALTH SERVICES | $100 | |
| THE CLEVELAND CLINIC FOUNDATION | ||||||||
| PO BOX 931517 | CLEVELAND | OH | 441931655 | NONE | PC | EDUCATION | $1,000 | |
| CLEVELAND HUMANITIES MAGNET PARENT ASSOCIATION | ||||||||
| 9018 BALBOA BOULEVARD UNIT 604 | NORTHRIDGE | CA | 91325 | NONE | PC | EDUCATION | $250 | |
| COMBAT BASEBALL | ||||||||
| 14612 FLATBUSH AVENUE | NORWALK | CA | 90650 | NONE | PC | CIVIC | $1,000 | |
| CONNECTICUT HUMANE SOCIETY | ||||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | NONE | PC | HUMANITARIAN | $200 | |
| DARBY AVENUE ELEMENTARY PTA | ||||||||
| 10818 DARBY AVENUE | PORTER RANCH | CA | 91326 | NONE | PC | EDUCATION | $250 | |
| DGA FOUNDATION | ||||||||
| 7920 W SUNSET BOULEVARD | LOS ANGELES | CA | 90046 | NONE | PC | HUMANITARIAN | $500 | |
| DRIVING HOPE FOUNDATION | ||||||||
| 1491 E 28TH STREET | SIGNAL HILL | CA | 90755 | NONE | PC | HEALTH SERVICES | $1,000 | |
| DUMELA FOUNDATION | ||||||||
| 4270 OAKWOOD AVENUE | LA CANADA | CA | 91011 | NONE | PC | HUMANITARIAN | $1,000 | |
| EPIC LONG ISLAND | ||||||||
| 1500 HEMPSTEAD TURNPIKE | EAST MEADOW | NY | 11554 | NONE | PC | HEALTH SERVICES | $500 | |
| EVERGREEN BAPTIST CHURCH OF LOS ANGELES | ||||||||
| 1255 SAN GABRIEL BOULEVARD | ROSEMEAD | CA | 91770 | NONE | PC | RELIGIOUS | $1,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 6 DRUMMOND PLACE RED BANK | NEW JERSEY | NJ | 07701 | NONE | PC | RELIGIOUS | $1,000 | |
| FID GROUP | ||||||||
| PO BOX 41125 | PASADENA | CA | 91114 | NONE | PC | HUMANITARIAN | $1,000 | |
| FILIPINO INTERNATIONAL FELLOWSHIP | ||||||||
| 18901 CHATSWORTH STREET NORTHRIDGE | PORTER RANCH | CA | 91326 | NONE | PC | RELIGIOUS | $1,000 | |
| FLINTRIDGE PREPARATORY SCHOOL | ||||||||
| 4543 CROWN AVENUE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | EDUCATION | $1,000 | |
| FLINTRIDGE SACRED HEART ACADEMY | ||||||||
| 440 SAINT KATHERINE DRIVE | LA CANADA | CA | 91011 | NONE | PC | HEALTH SERVICES | $1,000 | |
| FOOTHILL FAMILY SERVICE | ||||||||
| 2500 E FOOTHILL BOULEVARD SUITE 300 | PASADENA | CA | 91107 | NONE | PC | HUMANITARIAN | $2,000 | |
| FOOTHILL FAMILY SERVICE | ||||||||
| 2500 E FOOTHILL BOULEVARD SUITE 300 | PASADENA | CA | 91107 | NONE | PC | HEALTH SERVICES | $1,000 | |
| FORDHAM UNIVERSITY | ||||||||
| OFFICE OF CAREER SERVICES 441 E | BRONX | NY | 10458 | NONE | PC | EDUCATION | $250 | FORDHAM ROAD MCGINLEY 224 |
| HARBOR VIEW PFO | ||||||||
| 900 GOLDENROD AVENUE | CORONA DEL MAR | CA | 92625 | NONE | PC | HEALTH SERVICES | $1,000 | |
| HARVARD WESTLAKE SCHOOL | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PC | EDUCATION | $500 | |
| HILLSIDES | ||||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | NONE | PC | HUMANITARIAN | $5,000 | |
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH | ||||||||
| 2990 S SEPULVEDA BOULEVARD 300C | LOS ANGELES | CA | 90064 | NONE | PC | HEALTH SERVICES | $150 | |
| HOLY ANGELS CHURCH | ||||||||
| 370 CAMPUS DRIVE | ARCADIA | CA | 91007 | NONE | PC | RELIGIOUS | $100 | |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | HEALTH SERVICES | $250 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | PC | EDUCATION | $250 | |
| IMMANUEL BIBLE CHURCH | ||||||||
| 15204 PLUMMER STREET | NORTH HILLS | CA | 91343 | NONE | PC | RELIGIOUS | $1,000 | |
| ISLAMIC CENTER OF NORTH VALLEY | ||||||||
| 42554 4TH STREET E | LANCASTER | CA | 93535 | NONE | PC | HUMANITARIAN | $500 | |
| KNOXVILLE MEDICAL MISSIONS FOUNDATION | ||||||||
| 1932 HISTORIC FERRY WAY | KNOXVILLE | TN | 37922 | NONE | PC | HUMANITARIAN | $500 | |
| LASALLE HIGH SCHOOL OF PASADENA INC | ||||||||
| 3880 E SIERRA MADRE BOULEVARD | PASADENA | CA | 91107 | NONE | PC | EDUCATION | $500 | |
| LEUKEMIA AND LYMPHOMA SOCIETY USA | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 105737501 | NONE | PC | HEALTH SERVICES | $1,000 | |
| LOS ANGELES HINDU SOCIETY INC | ||||||||
| 46 N LOTUS AVENUE | PASADENA | CA | 91107 | NONE | PC | RELIGIOUS | $2,000 | |
| MAKE A WISH FOUNDATION OF GREATER PENNSYLVANIA AND WEST VIRGINIA INC | ||||||||
| 707 GRANT STREET 37TH FLOOR | PITTSBURGH | PA | 152191938 | NONE | PC | HUMANITARIAN | $1,250 | |
| MAUI HUMANE SOCIETY INC | ||||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | NONE | PC | HUMANITARIAN | $150 | |
| MAYFIELD JUNIOR SCHOOL | ||||||||
| 405 S EUCLID AVENUE | PASADENA | CA | 91101 | NONE | PC | EDUCATION | $1,000 | |
| MCCORMICK DIVERS BOOSTER CLUB | ||||||||
| 16088 FAME CIRCLE | HUNTINGTON BEACH | CA | 92649 | NONE | PC | HEALTH SERVICES | $1,000 | |
| MERIDIAN HEALTH FOUNDATION | ||||||||
| PO BOX 1273 | SAN MATEO | CA | 94401 | NONE | PC | HEALTH SERVICES | $1,000 | |
| MIRMAN SCHOOL FOR GIFTED CHILDREN | ||||||||
| 16180 MULHOLLAND DRIVE | LOS ANGELES | CA | 90049 | NONE | PC | EDUCATION | $1,000 | |
| MONTE VISTA ELEMENTARY PTA | ||||||||
| 2620 ORANGE AVENUE | LA CRESCENTA | CA | 91214 | NONE | PC | EDUCATION | $200 | |
| NATIONAL MS SOCIETY | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 100173288 | NONE | PC | HEALTH SERVICES | $100 | |
| NEIGHBORHOOD CHILDRENS HOUSE INC | ||||||||
| 2120 EL SERENO AVENUE | ALTADENA | CA | 91001 | NONE | PC | HUMANITARIAN | $1,000 | |
| NEW HORIZON SCHOOL PASADENA | ||||||||
| 651 N ORANGE GROVE BOULEVARD | PASADENA | CA | 91103 | NONE | PC | EDUCATION | $1,000 | |
| OAK KNOLL SCHOOL OF THE HOLY CHILD | ||||||||
| 44 BLACKBURN ROAD | SUMMIT | NJ | 07901 | NONE | PC | EDUCATION | $1,000 | |
| ORDER OF ST BENEDICT IN PORTSMOUTH RHODE ISLAND | ||||||||
| 285 CORYS LANE | PORTSMOUTH | RI | 02871 | NONE | PC | EDUCATION | $500 | |
| OUT IN TECH INC | ||||||||
| 500 7TH AVENUE C/O WEWORK 12A0104 | NEW YORK | NY | 10018 | NONE | PC | EDUCATION | $250 | |
| PACIFIC CROSSROADS CHURCH | ||||||||
| 1590 ROSECRANS AVENUE SUITE D 419 | MANHATTAN BEACH | CA | 90266 | NONE | PC | RELIGIOUS | $1,000 | |
| PALESTINE CHILDREN RELIEF FUND | ||||||||
| 1340 MORRIS ROAD PO BOX 1926 | KENT | OH | 44240 | NONE | PC | EDUCATION | $1,000 | |
| PASADENA HERITAGE | ||||||||
| 160 N OAKLAND AVENUE | PASADENA | CA | 91101 | NONE | PC | CIVIC | $2,500 | |
| PASADENA HUMANE SOCIETY AND SPCA | ||||||||
| 361 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | HUMANITARIAN | $1,100 | |
| PASADENA PLAYHOUSE STATE THEATER OF CALIFORNIA | ||||||||
| 600 PLAYHOUSE ALLEY SUITE 300 | PASADENA | CA | 91101 | NONE | PC | CIVIC | $1,000 | |
| PELOTONIA | ||||||||
| 450 W BROAD STREET | COLUMBUS | OH | 43215 | NONE | PC | HUMANITARIAN | $1,250 | |
| PLATTSBURGH COLLEGE FOUNDATION INC | ||||||||
| 101 BROAD STREET | PLATTSBURGH | NY | 12901 | NONE | PC | EDUCATION | $500 | |
| PROVIDENCE HEALTH SYSTEM SOUTHERN CALIFORNIA | ||||||||
| 511 S BUENA VISTA STREET | BURBANL | CA | 91505 | NONE | PC | HEALTH SERVICES | $250 | |
| ROJOS BASEBALL | ||||||||
| 20158 HARTLAND STREET | WINNETKA | CA | 91306 | NONE | PC | EDUCATION | $500 | |
| SAINT MARKS SCHOOL | ||||||||
| 1050 EAST ALTADENA DRIVE | ALTADENA | CA | 91001 | NONE | PC | RELIGIOUS | $1,000 | |
| SAN MARINO SCHOOLS FOUNDATION | ||||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | NONE | PC | EDUCATION | $3,000 | |
| SANTA CLARITA FOURSQUARE CHURCH | ||||||||
| 23415 CINEMA DRIVE | SANTA CLARITA | CA | 91355 | NONE | PC | RELIGIOUS | $200 | |
| SCIENCE ACADEMY FUNDRAISING INITIATIVE | ||||||||
| 13351 RIVERSIDE DRIVE STREET D 526 | SHERMAN OAKS | CA | 91423 | NONE | PC | EDUCATION | $600 | |
| ST LUCY'S PRIORY HIGH SCHOOL | ||||||||
| 655 W SIERRA MADRE AVENUE | GLENDORA | CA | 91741 | NONE | PC | EDUCATION | $1,000 | |
| THE MUSIC CENTER | ||||||||
| PO BOX 849743 | LOS ANGELES | CA | 900849741 | NONE | PC | EDUCATION | $1,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | EDUCATION | $61,000 | |
| THOMAS JEFFERSON ELEMENTARY SCHOOL | ||||||||
| 1900 N SIXTH STREET | BURBANK | CA | 91504 | NONE | PC | EDUCATION | $400 | |
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE C/O GIFT | HANOVER | NH | 03766 | NONE | PC | EDUCATION | $1,000 | RECORDING |
| U C SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE MC 0940 | LA JOLLA | CA | 920930940 | NONE | PC | EDUCATION | $500 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 100221302 | NONE | PC | HUMANITARIAN | $50,000 | |
| VERBUM DEI HIGH SCHOOL | ||||||||
| 14005 LIVE OAK AVENUE | IRWINDALE | CA | 917061300 | NONE | PC | EDUCATION | $27,500 | |
| VERMONT COMMUNITY FOUNDATION | ||||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NONE | PC | HUMANITARIAN | $1,000 | |
| WORLD VISION | ||||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 98001 | NONE | PC | RELIGIOUS | $550 | |
| YMCA OF METROPOLITAN LOS ANGELES | ||||||||
| 625 S NEW HAMPSHIRE AVENUE | LOS ANGELES | CA | 90005 | NONE | PC | HUMANITARIAN | $250 | |
| LEUKEMIA AND LYMPHOMA SOCIETY USA | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 105737501 | NONE | PC | EDUCATION | $100 | |
| LOS ANGELES HINDU SOCIETY INC | ||||||||
| 46 N LOTUS AVENUE | PASADENA | CA | 91107 | NONE | PC | HUMANITARIAN | $1,000 | |
| SAINT MARKS SCHOOL | ||||||||
| 1050 EAST ALTADENA DRIVE | ALTADENA | CA | 91001 | NONE | PC | EDUCATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,406 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN MUSEUM OF BEGINNINGS | |||||||
| 1460 E HOLT AVENUE SUITE 188 | POMONA | CA | 91767 | NONE | PC | CIVIC | $200 |
| JUNIOR LEAGUE OF LOS ANGELES INC | |||||||
| 630 N LARCHMONT BOULEVARD | LOS ANGELES | CA | 90004 | NONE | PC | CIVIC | $133 |
| THE SEQUOYAH EDUCATIONAL CENTER | |||||||
| 525 S PASADENA AVENUE | PASADENA | CA | 91105 | NONE | PC | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,333 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $448 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $448 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,085 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,085 | DisbursementsCharitablePrpsAmt |
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, 2024 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,755 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $13 | $0 | $0 | $0 |
| STATE FILING FEE | $25 | $0 | $0 | $25 |