WASSERMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WASSERMAN FOUNDATION (EIN 95-6038762)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349106897
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T22:03:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W COLORADO BLVD 5TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956038762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WASSERMAN FOUNDATION | InCareOfNm |
| Business Name Control | WASS | BusinessNameControlTxt |
| Phone | 3104070200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 WILSHIRE BLVD SUITE 1200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASEY WASSERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104070200 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CASEY | PersonFirstNm |
| Person Last | WASSERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 6262435100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,400,991 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,543,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,484,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,149,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,208,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,578,904 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $549,744 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,692,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,613,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $449,986 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $103,333 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $346,653 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,627 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,421 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,206 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,059 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,059 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,349 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,174 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,332,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,176,740 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $155,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $281,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,576 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,699 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,472 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,472 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $314,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $314,035 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,464,217 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,345,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $893,598 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,102,595 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,102,595 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,566,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,345,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,996,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,125,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,268,133 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $838,961 | CashBOYAmt |
| Cash EOY | $219,142 | CashEOYAmt |
| Cash EOYFMV | $219,142 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,282,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,094,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,094,339 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $74,667,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,841,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,841,566 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,008,636 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,887,539 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,887,539 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $48,657,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,288,405 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,288,405 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $70,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $147,525,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,400,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,400,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $147,525,911 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $159,400,991 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,525,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,400,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,525,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,400,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,525,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,125,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,749,103 | OtherIncreasesAmt |
| Subtotal | $159,400,991 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $159,400,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $16,626,596 | $15,929,666 | $696,930 | $696,930 | |
| PUBLICLY TRADED SECURITIES | P | $24,194,732 | $17,169,546 | $7,025,186 | $7,025,186 | |
| PUBLICLY TRADED SECURITIES: ORDINARY INC | P | $0 | $757 | -$757 | -$757 | |
| VII/D2 MAMMOTH HOLDINGS, LLC | P | $0 | $535 | -$535 | -$535 | |
| 5,273.917 SHS COATUE OFFSHORE FUND, LTD. | P | $1,940,000 | $543,176 | $1,396,824 | $1,396,824 | 2021-05-04 |
| 33,173.280 SHS BW PRIVATE INVESTORS OFFSHORE, LTD. | P | $3,344,046 | $2,316,045 | $1,028,001 | $1,028,001 | 2021-05-13 |
| 3.921 SHS GOLDENTREE OFFSHORE FUND, LTD. | P | $2,046 | $442 | $1,604 | $1,604 | 2021-05-21 |
| 60,000 SHS COATUE OFFSHORE FUND, LTD. | P | $60,000 | $16,295 | $43,705 | $43,705 | 2021-11-19 |
| 45.916 SHS GOLDENTREE OFFSHORE FUND, LTD. | P | $238,548 | $28,183 | $210,365 | $210,365 | 2021-11-29 |
| 622.400 SHS THE WINTON FUND LIMITED TRANCHE B | P | $566,364 | $625,000 | -$58,636 | -$58,636 | 2021-04-16 |
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 | ||||
| CAPITAL GAIN DIVIDENDS | P | $386,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,578,904 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $212,227 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $212,227 | SubtotalAmt |
| Tax Based On Investment Income | $212,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $227,214 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $160,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $387,214 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $174,987 | OverpaymentAmt |
| Applied To ES Tax | $174,987 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WASSERMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104070200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 WILSHIRE BLVD SUITE 1200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| CASEY WASSERMAN | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | PRESIDENT/TRUSTEE | 2.0 | $0 | $0 | $0 |
| STEVE GUISE | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | SECRETARY | 0.0 | $0 | $0 | $0 |
| RYAN BERENSON | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | CFO | 2.0 | $0 | $0 | $0 |
| MIKE WATTS | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| CHARLES PAUL | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | TRUSTEE | 0.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RICA RODMAN | ||||||||
| 10900 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90024 | EXECUTIVE DIRECTOR | 40.0 | $310,000 | $10,264 | $0 |
| TRACY LONG | ||||||||
| 10900 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90024 | ACCOUNTANT | 40.0 | $82,000 | $8,811 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLARD STREET PARTNERS | |||||
| 640 VIA DE LA PAZ | PACIFIC PALISADES | CA | 90272 | ACCOUNTING/ADVISORY | $300,000 |
| JP MORGAN | |||||
| 2029 CENTURY PARK EAST 39TH FLOOR | LOS ANGELES | CA | 90067 | INVEST. MANAGEMENT | $214,884 |
| BDT CAPITAL | |||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | INVEST. MANAGEMENT | $505,820 |
| CENTERVIEW CAPITAL | |||||
| 31 WEST 52ND STREET 22ND FLOOR | NEW YORK | NY | 10019 | INVEST. MANAGEMENT | $77,776 |
| TURNER IMPACT CAPITAL | |||||
| 3000 OLYMPIC BLVD STE 2120 | SANTA MONICA | CA | 90404 | INVEST. MANAGEMENT | $58,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,911,753 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,285,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,926,990 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,123,809 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,123,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,476,857 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,646,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,132,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,132,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $212,227 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $36,036 | IncomeTaxAmt |
| Total Tax | $248,263 | TotalTaxAmt |
| Distributable Before Adj | $7,884,085 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,884,085 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,884,085 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,996,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,996,193 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,884,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,190,609 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,842,697 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,312,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,544,223 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,674,379 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,563,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,996,193 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $7,884,085 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,112,108 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,676,091 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,190,609 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,485,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,842,697 | ExcessFromYear4Amt |
| Excess From Year3 | $6,312,075 | ExcessFromYear3Amt |
| Excess From Year2 | $7,544,223 | ExcessFromYear2Amt |
| Excess From Year1 | $4,674,379 | ExcessFromYear1Amt |
| Excess From Current Year | $5,112,108 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 42 Analytics Educational | |||||||
| 310 Grove Street | Wellesley | MA | 02482 | N/A | PC | MIT Sloan Sports Analytics Conference | $35,000 |
| Academy Museum Foundation | |||||||
| 6067 Wilshire Boulevard | Los Angeles | CA | 90036 | N/A | SO I | Academy Museum Opening Gala | $250,000 |
| Alliance for Children's Rights | |||||||
| 10536 Culver Blvd | Culver City | CA | 90232 | N/A | PC | Quarantunes Fundraiser | $10,000 |
| American Junior Golf Association | |||||||
| 1980 Sports Club Drive | Braselton | GA | 30517 | N/A | PC | 2021 Three Little Birds Memorial AJGA Open | $5,000 |
| ANNIKA Foundation | |||||||
| 10524 Moss Park Road Suite 204-408 | Orlando | FL | 32832 | N/A | PC | Philanthropy Outing | $10,000 |
| Arete Scholarship Fund | |||||||
| 11500 Olympic Blvd Suite 318 | Los Angeles | CA | 90064 | N/A | PC | Scholarship Fund | $25,000 |
| Athletes for Life | |||||||
| 5662 Calle Real Suite 170 | Goleta | CA | 93117 | N/A | PC | Marcus Williams Football Camp | $5,000 |
| Baby2Baby Foundation | |||||||
| 5830 W Jefferson Boulevard | Los Angeles | CA | 90016 | N/A | PC | 10TH ANNUAL BABY2BABY GALA | $10,000 |
| BaseballGenerations Foundation | |||||||
| 8924 Towne Avenue | Los Angeles | CA | 90003 | N/A | PC | General Support | $5,000 |
| Begin Again Foundation | |||||||
| 2059 George Mason Drive PO Box | Virginia Beach | VA | 23456 | N/A | PC | Birdies & Beer Event | $12,500 |
| Big Brothers Big Sisters of Greater Los Angeles | |||||||
| 11755 Wilshire Blvd Suite 1670 | Los Angeles | CA | 90025 | N/A | PC | Edie Wasserman Scholarship | $17,547 |
| Big Brothers Big Sisters of Greater Los Angeles | |||||||
| 11755 Wilshire Blvd Suite 1670 | Los Angeles | CA | 90025 | N/A | PC | WIE Mentorship Program | $13,510 |
| Bill Hillary & Chelsea Clinton Foundation | |||||||
| 1200 President Clinton Avenue | Little Rock | AR | 72201 | N/A | PC | General Support | $725,000 |
| Black Economic Alliance Foundation | |||||||
| 700 13th St NW Ste 600 | Washington | DC | 20005 | N/A | PC | Voting Rights Ad | $35,571 |
| Boys & Girls Club of Metro Los Angeles | |||||||
| 800 S Figueroa Street | Los Angeles | CA | 90017 | N/A | PC | Holiday Gift Baskets | $30,000 |
| Brentwood School | |||||||
| 100 S Barrington Place | Los Angeles | CA | 90049 | N/A | PC | Even Better Capital Campaign | $250,000 |
| Broadway Cares Equity Fights Aids Inc | |||||||
| 165 W 46th St Suite 1300 | New York | NY | 10036 | N/A | PC | 2021 Quarantunes Fundraiser | $25,000 |
| Campbell Hall | |||||||
| 4533 Laurel Canyon Blvd | North Hollywood | CA | 91607 | N/A | PC | Endowment Campaign | $200,000 |
| Champions of the Community Inc | |||||||
| 6189 Memorial Drive | Dublin | OH | 43017 | N/A | PC | Nationwide Children's Hospital Championship Golf Tournament | $85,000 |
| Children's Medical Center Foundation | |||||||
| PO Box 847253 | Dallas | TX | 75284 | N/A | PC | Donation in Honor of Patty Hatchell | $2,500 |
| College Now Greater Cleveland Inc | |||||||
| 1500 West Third Street Suite 125 | Cleveland | OH | 44113 | N/A | PC | Wasserman Scholarship Fund | $100,000 |
| College Track | |||||||
| 112 Linden Street | Oakland | CA | 94607 | N/A | PC | Watts | $50,000 |
| Color of Change | |||||||
| 1714 Franklin St 100-136 | Oakland | CA | 94612 | N/A | PC | Change Music Roadmap | $150,000 |
| Eat Learn Play Foundation | |||||||
| 985 3rd Street No C | Oakland | CA | 94607 | N/A | PC | Workday Charity Classic | $10,000 |
| Education and Employment Ministry Inc | |||||||
| 1501 N Classen Blvd | OKC | OK | 73106 | N/A | PC | Shai Gilgeous-Alexander Virtual Toy Drive | $5,000 |
| Edward Charles Foundation | |||||||
| 4168 W Avenue 42 | Los Angeles | CA | 90065 | N/A | PC | Delevan PTA Sponsorship | $7,500 |
| American Junior Golf Association | |||||||
| 1980 Sports Club Drive | Braselton | GA | 30517 | N/A | PC | 2021 Polo Golf Junior Classic | $2,500 |
| Encircle Family and Youth Resource Center | |||||||
| 331 S 600 East | Salt Lake City | UT | 84102 | N/A | PC | Encircle Together Dinner | $10,000 |
| Entertainment Industry Foundation | |||||||
| 10880 Wilshire Blvd Suite 1400 | Los Angeles | CA | 90024 | N/A | PC | Black Music Action Coalition | $30,000 |
| Entertainment Industry Foundation | |||||||
| 10880 Wilshire Blvd Suite 1400 | Los Angeles | CA | 90024 | N/A | PC | SHE IS THE MUSIC | $25,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | N/A | PC | General operating funds | $31,250 |
| Fellowship of Christian Athletes | |||||||
| 7735 139th Ct | Apple Valley | MN | 55124 | N/A | PC | Support for the SXMX Ministry | $10,000 |
| FOE Foundation Inc | |||||||
| 17846 Cadena Drive | Boca Raton | FL | 33496 | N/A | PF | TO HELP IN THEIR EFFORTS TO PROVIDE ASSISTANCE TO MEMBERS OF UNDERSERVED COMMUNITIES, specifically, members of single-parent households and children in the Philadelphia, PA; Washington, D.C.; and Los Angeles, CA and other areas | $7,500 |
| Foundation to Combat Anti-Semitism | |||||||
| One Patriot Place | Foxborough | MA | 02035 | N/A | POF | TO IMPACT YOUTH THROUGH EDUCATIONAL SOCIAL MEDIA CAMPAIGNS AND EMPOWER COMMUNITY ORGANIZATIONS IN THEIR FIGHT AGAINST ANTISEMITISM | $80,000 |
| Giant Steps Therapeutic Equestrian Center | |||||||
| 1390 N McDowell Blvd Suite G 33 | Petaluma | CA | 94954 | N/A | PC | Grand Prix Sponsorship | $15,000 |
| GoFundMeorg | |||||||
| 500 Arguello St | Redwood City | CA | 94063 | N/A | PC | Kentucky Strong | $10,000 |
| Golden Isles Leadership Foundation | |||||||
| 3528 Darien Highway Suite 232 | Brunswick | GA | 31525 | N/A | PC | Pappy Cup | $10,000 |
| Golf Fights Cancer | |||||||
| 300 Arnold Palmer Boulevard | Norton | MA | 02766 | N/A | PC | 5th Annual Gator Good Guys Collegiate Cup | $10,000 |
| Great Public Schools Now | |||||||
| 1150 S Olive St Suite 1325 | Los Angeles | CA | 90015 | N/A | PC | LA Education Recovery Fund | $50,000 |
| Greater Los Angeles Zoo Association | |||||||
| 5333 Zoo Drive | Los Angeles | CA | 90024 | N/A | PC | Virtual Beastly Ball | $50,000 |
| HOPE Atlanta | |||||||
| 34 Peachtree Street NW 700 | Atlanta | GA | 30303 | N/A | PC | De'Andre Hunter Christmas Toy Drive | $5,000 |
| Kevin & Brittany Kisner Foundation | |||||||
| PO Box 784 | Aiken | SC | 29802 | N/A | PC | General Support | $10,000 |
| Kevin & Brittany Kisner Foundation | |||||||
| PO Box 784 | Aiken | SC | 29802 | N/A | PC | Clays, Greens & Strings | $10,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | LACMA Momentum Campaign | $500,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Annual Dues | $100,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | 10th Annual LACMA Art & Film Gala | $100,000 |
| Los Angeles Center for Law and Justice | |||||||
| 5301 Whittier Blvd 4th Floor | Los Angeles | CA | 90022 | N/A | PC | Virtual Anniversary Awards Gala | $15,000 |
| Los Angeles Fire Department Foundation | |||||||
| 1875 Century Park East Suite 200 | Los Angeles | CA | 90067 | N/A | PC | Covid Vaccine Sites + Mobile Units | $100,000 |
| Los Angeles Fire Department Foundation | |||||||
| 1875 Century Park East Suite 200 | Los Angeles | CA | 90067 | N/A | PC | Structure Fire Gloves | $50,000 |
| Los Angeles Police Foundation | |||||||
| 633 West 5th Street Suite 1210 | Los Angeles | CA | 90071 | N/A | PC | LAPF Capital Campaign | $200,000 |
| Los Angeles Sports and Entertainment Commission | |||||||
| 633 West Fifth Street Suite 1800 | Los Angeles | CA | 90071 | N/A | PC | Champion LA | $1,000,000 |
| Louisville Urban League | |||||||
| 1535 W Broadway | Louisville | KY | 40203 | N/A | PC | General Support | $10,000 |
| Make-A-Wish Foundation Greater Los Angeles | |||||||
| 11390 W Olympic Blvd Suite 300 | Los Angeles | CA | 90064 | N/A | PC | Galaxy of Wishes | $10,000 |
| March of Dimes | |||||||
| 515 Madison Avenue Floor 30 | New York | NY | 10022 | N/A | PC | Annual Sports Luncheon | $25,000 |
| Marcus High School Golf Boosters Club | |||||||
| 9 Victory Lane | Double Oak | TX | 75077 | N/A | PC | 2021 Marcus Golf Gabel Cup Challenge | $1,500 |
| Mark Messier Foundation | |||||||
| 25 Bateson Drive | Andover | MA | 01810 | N/A | PC | General Operating Support | $2,500 |
| Mia Hamm Foundation | |||||||
| 5315 Highgate Dr Suite 204 | Durham | NC | 27713 | N/A | PC | The Mia Hamm Foundation Golf Classic | $5,000 |
| Michael J Fox Foundation For Parkinsons Research | |||||||
| PO Box 4777 | New York | NY | 10163 | N/A | PC | In Honor of Paul Shulman | $10,000 |
| Motion Picture & Television Fund | |||||||
| 23388 Mulholland Drive | Woodland Hills | CA | 91364 | N/A | PC | MPTF Campaign | $700,000 |
| Musicares Foundation Inc | |||||||
| 3030 Olympic Blvd | Santa Monica | CA | 90404 | N/A | PC | 31st Annual Person of the Year Benefit Gala | $75,000 |
| NAACP Legal Defense & Education Fund | |||||||
| 40 Rector Street 5th Floor | New York | NY | 10006 | N/A | PC | General operating funds | $31,250 |
| National Kidney Foundation | |||||||
| 20929 Ventura Blvd Ste 47-216 | Woodland Hills | CA | 91364 | N/A | PC | General Support | $25,000 |
| Nationwide Children's Hospital Foundation | |||||||
| PO Box 16810 | Columbus | OH | 43216 | N/A | PC | Legends Luncheon | $8,000 |
| Oklahoma State University Foundation | |||||||
| 400 South Monroe | Stillwater | OK | 74074 | N/A | PC | 49th Annual Cowboy Pro-Am | $10,000 |
| Russell Westbrook Why Not Foundation | |||||||
| 10960 Wilshire Blvd 5th Floor | Los Angeles | CA | 90024 | N/A | PC | Russell Westbrook Why Not? Foundation Poker Night | $7,500 |
| Partnership for Los Angeles Schools | |||||||
| 1055 Wilshire Blvd Suite 1850 | Los Angeles | CA | 90017 | N/A | PC | 49th Street Elementary School supplies | $17,500 |
| Partnership for Los Angeles Schools | |||||||
| 1055 Wilshire Blvd Suite 1850 | Los Angeles | CA | 90017 | N/A | PC | Partnership Watts Schools | $750,000 |
| PGA Tour First Tee Foundation Inc | |||||||
| 425 S Legacy Trail | St Augustine | FL | 32092 | N/A | PC | General operating funds | $250,000 |
| THE Play Equity Fund | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | N/A | PC | Legacy Invitational | $10,000 |
| Project Scientist | |||||||
| PO Box 515 | Laguna Beach | CA | 92652 | N/A | PC | Scholarships for Summer STEM Lab Camp | $50,000 |
| Renewing Life Center | |||||||
| 3243 E Warm Springs Rd | Las Vegas | NV | 89178 | N/A | PC | General Support | $2,000 |
| RPH Xcelerate Youth | |||||||
| PO Box 4509 | Culver City | CA | 90230 | N/A | PC | RPH Xcelerate Youth Track Club | $1,000 |
| Saban Community Clinic | |||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | N/A | PC | 45th Annual LA Free Clinic Dinner Gala | $25,000 |
| School on Wheels | |||||||
| PO BOX 23371 | Ventura | CA | 93002 | N/A | PC | School on Wheels 'Day of Action' | $25,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr Suite 338 | Beverly Hills | CA | 90212 | N/A | PC | Fiscal Sponsorship | $10,000 |
| SEAL Future Foundation | |||||||
| 111 E 14th St Suite 393 | New York | NY | 10003 | N/A | PC | An Evening at Nobu to Support SSF | $5,000 |
| Social Justice Learning Institute | |||||||
| 600 Centinela Avenue | Inglewood | CA | 90302 | N/A | PC | Wondalunch Program in Watts | $15,000 |
| South Carolina Charities Inc | |||||||
| 104 S Main Street Suite 110 | Greenville | SC | 29601 | N/A | PC | BMW Charity Pro-Am | $10,000 |
| Southern Poverty Law Center | |||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | PC | General operating funds | $31,250 |
| Sumbandila | |||||||
| 123 Franklin Ave | Yonkers | NY | 10705 | N/A | PC | 2021 Cash & Rocket Tour | $25,000 |
| The Academy of Motion Picture Arts & Sciences | |||||||
| 8949 Wilshire Blvd | Beverly Hills | CA | 90211 | N/A | PC | Academy Museum | $250,000 |
| The Mission Continues | |||||||
| 1141 S 7th St | St Louis | MO | 63104 | N/A | PC | LA service platoon | $75,000 |
| The Ohio State University Comprehensive Cancer Cen | |||||||
| 1480 West Lane Avenue | Columbus | OH | 43221 | N/A | PC | Brighter Days Foundation Invitational | $13,500 |
| The Shaquille O'Neal Foundation | |||||||
| 10845 Griffith Peak Dr Suite 520 | Las Vegas | NV | 89135 | N/A | PC | The Event October | $10,000 |
| The Shed | |||||||
| 423 West 55th Street 7th Floor | New York | NY | 10019 | N/A | PC | The Shed Capital Campaign | $200,000 |
| The Tony Blair Foundation | |||||||
| 237 W 35th Street Suite 1101 | New York | NY | 10001 | N/A | PC | General operating funds | $166,667 |
| The UCLA Foundation | |||||||
| PO Box 7145 | Pasadena | CA | 91109 | N/A | PC | Manoukian Division of Digestive Diseases | $50,000 |
| TM23 Foundation | |||||||
| 315 Comstock Ave | Los Angeles | CA | 90024 | N/A | PC | Second TM23 Community Field | $10,000 |
| TJ Martell Foundation for Cancer Research | |||||||
| 2817 West End Ave Suite 126 206 | Nashville | TN | 37203 | N/A | PC | In Honor of Steve Strange | $10,000 |
| Tyler Robinson Foundation | |||||||
| 823 South Las Vegas Blvd Suite 22 | Las Vegas | NV | 89101 | N/A | PC | Imagine Dragons 7th Annual Rise Up Gala | $7,500 |
| US Olympic & Paralympic Foundation | |||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | N/A | PC | General operating funds | $75,000 |
| UCLA Foundation | |||||||
| 2224 Murphey Hall Box 951404 | Los Angeles | CA | 90095 | N/A | PC | UCLA CARES | $500,000 |
| UCLA Foundation | |||||||
| 2224 Murphey Hall Box 951404 | Los Angeles | CA | 90095 | N/A | PC | Wasserman Endowed Dean | $600,000 |
| UCLA Foundation | |||||||
| 2224 Murphey Hall Box 951404 | Los Angeles | CA | 90095 | N/A | PC | UCLA Wasserman Term Chair of Innovation in Head & NECK SURGERY | $200,000 |
| UCLA Foundation | |||||||
| 2224 Murphey Hall Box 951404 | Los Angeles | CA | 90095 | N/A | PC | Pauley Pavilion & Athletics Capital Campaign | $3,000,000 |
| UGA Tee Off Club Inc | |||||||
| PO Box 1472 | Athens | GA | 30603 | N/A | PC | 22nd Annual Bulldog Open | $550 |
| United Way of San Antonio and Bexar County | |||||||
| 700 S Alamo Street | San Antonio | TX | 78205 | N/A | PC | Valero Texas Open | $10,000 |
| USA Swimming Foundation | |||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | N/A | PC | Golden Goggles Event | $15,000 |
| USC Annenberg School | |||||||
| 11444 W Olympic Blvd Suite 120 | Los Angeles | CA | 90064 | N/A | PC | Annual Dues | $5,000 |
| Utah Sports Commission Foundation | |||||||
| 201 South Main St Suite 2125 | Salt Lake City | UT | 84111 | N/A | PC | Utah Championship benefitting the Tony Finau FOUNDATION | $20,000 |
| Valero Texas Open | |||||||
| PO Box 690330 | San Antonio | TX | 78269 | N/A | PC | Champions Fore Charity | $30,000 |
| Vera Institute of Justice | |||||||
| 34 35th Street 4-2A | Brooklyn | NY | 11232 | N/A | PC | General operating funds | $31,250 |
| Wallis Annenberg Center for Performing Arts | |||||||
| 9390 North Santa Monica Blvd | Beverly Hills | CA | 90201 | N/A | PC | School Partners Program | $100,000 |
| Washington International Horse Show | |||||||
| 1320 Cape St Claire Road 615 | Annapolis | MD | 21409 | N/A | PC | Washington International Horse Show | $10,000 |
| Windy Hill Foundation | |||||||
| PO Box 1593 | Middleburg | VA | 20118 | N/A | PC | In honor of John Mascatello | $10,000 |
| WISE Greater Raleigh | |||||||
| 110 Talisman Way Unit 2-311 | Raleigh | NC | 27615 | N/A | PC | General Operating Support | $5,000 |
| Women Business Collaborative | |||||||
| 2510 Virginia Ave NW 1204 N | Washington | DC | 20037 | N/A | PC | Women Business Collaborative | $2,500 |
| Women in Sports and Events Inc | |||||||
| 244 Fifth Ave Suite 2087 | New York | NY | 10001 | N/A | PC | The 26th Annual WISE Woman of the Year Luncheon | $17,500 |
| Women's Sports Foundation | |||||||
| 247 West 30th Street 5th Floor | New York | NY | 10001 | N/A | PC | Annual Salute to Women in Sports | $15,000 |
| Woodley House Inc | |||||||
| 6856 Eastern Avenue NW Suite 300 | Washington | DC | 20012 | N/A | PC | General Support | $10,000 |
| CEDARS SINAI | |||||||
| 8700 BEVERLY BOULEVARD SUITE 2416 | LOS ANGELES | CA | 90048 | N/A | PC | Board of Governors Gala x Quarantunes in support of a Healthcare Hero | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,102,595 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,543,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,149,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,692,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,692,789 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $60,349 | Amt |
| Net Investment Income | $30,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,174 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION TO COMBAT ANTI-SEMITISM | |||||||||||
| ONE PATRIOT PLACE | FOXBOROUGH | MA | 02035 | 2021-08-11 | $80,000 | TO IMPACT YOUTH THROUGH EDUCATIONAL SOCIAL MEDIA CAMPAIGNS AND EMPOWER COMMUNITY ORGANIZATIONS | $80,000 | NO | 08/17/2022 | 2022-08-17 | VERIFICATION CONFIRMED THAT $80,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| FOE FOUNDATION INC | |||||||||||
| 17846 CADENA DRIVE | BOCA RATON | FL | 33496 | 2021-10-27 | $7,500 | TO HELP IN THEIR EFFORTS TO PROVIDE ASSISTANCE TO MEMBERS OF UNDESERVED COMMUNITIES | $7,500 | NO | 08/05/2022, 9/29/2022 | 2022-09-29 | VERIFICATION CONFIRMED THAT $7,500 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C) | FormAndLineReferenceDesc |
| Medium Explanation | THE WASSERMAN FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RET BD-I | $1,564,003 | $1,564,003 |
| WESTPAC BNKG CORP | $0 | $0 |
| PIMCO TOTAL RETURN FD-INST | $1,561,413 | $1,561,413 |
| J.P. MORGAN - SEE STATEMENT | $3,400,255 | $3,400,255 |
| DODGE & COX INCOME FD | $2,336,480 | $2,336,480 |
| BLCKRCK HI YLD BND PORT-K | $2,018,302 | $2,018,302 |
| VANGUARD TOTAL BOND MARKET IND | $1,617,120 | $1,617,120 |
| SCHWAB U.S. TIPS ETF | $2,697,981 | $2,697,981 |
| ORIX CORP | $25,288 | $25,288 |
| PIMCO INV GRD CRD BND-INST | $0 | $0 |
| JPM MANAGED INCOME FD-USD-L | $1,577,835 | $1,577,835 |
| VANGUARD SHORT-TERM TIPS | $1,049,382 | $1,049,382 |
| BK OF NOVA SCO | $19,763 | $19,763 |
| TORONTO-DOMINION BK | $14,737 | $14,737 |
| WESTPAC BNKG CORP | $4,980 | $4,980 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J.P. MORGAN - SEE STATEMENT | $53,961,097 | $53,961,097 |
| J.P. MORGAN - SEE STATEMENT | $0 | $0 |
| VINTAGE III | $63,183 | $63,183 |
| WHITEHALL STREET INTERNATIONAL | $30,715 | $30,715 |
| HPS MEZZANINE PRIVATE INVESTOR | $2,688,681 | $2,688,681 |
| HIGHBRIDGE MEZZANINE PARTNERS | $353,262 | $353,262 |
| HPS MEZZANINE PRIVATE INVESTOR | $1,033,155 | $1,033,155 |
| PEG CHINA PRIVATE INVESTOR | $196,864 | $196,864 |
| HPS CORE SENIOR LENDING OFFSHO | $667,992 | $667,992 |
| J.P. MORGAN - SEE STATEMENT | $4,246,343 | $4,246,343 |
| CRP VIII (CARLYLE) PRIVATE | $1,339,740 | $1,339,740 |
| HPS MEZZANINE PRIVATE INVESTOR | $2,453,988 | $2,453,988 |
| APOLLO EPF III PRIVATE INVEST | $1,038,567 | $1,038,567 |
| HPS MEZZANINE PRIVATE INVESTOR | $0 | $0 |
| ORBIMED ROYALTIES III PRIVATE | $843,020 | $843,020 |
| COATUE GROWTH PRIVATE INVESTOR | $1,625,000 | $1,625,000 |
| EQT INFRASTRUCTURE V PRIVATE | $299,959 | $299,959 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K-2 MEDIA LLC | FMV | $34,179 | $34,179 |
| TURNER-AGASSI CHARTER SCHOOL | FMV | $1,815 | $1,815 |
| GRE II PRIVATE INVESTORS, LLC | FMV | $3,115,913 | $3,115,913 |
| TURNER HEALTHCARE FACILITIES | FMV | $1,094,306 | $1,094,306 |
| VII INTRASTAR PARTNERS, LLC | FMV | $6,343 | $6,343 |
| BDT CAPITAL PARTNERS FUND 3 (T | FMV | $11,926,632 | $11,926,632 |
| CENTERVIEW CAPITAL, L.P. | FMV | $1,908,262 | $1,908,262 |
| BDT CAPITAL PARTNERS FUND I-A, | FMV | $26,667,012 | $26,667,012 |
| FUND II-A SPIRITS, LP | FMV | $403,381 | $403,381 |
| ISHARES GOLD TRUST | FMV | $555,324 | $555,324 |
| BDT CAPITAL PARTNERS FUND II | FMV | $14,933,359 | $14,933,359 |
| ART AGENCY PARTNERS ASSOCIATES | FMV | $136,878 | $136,878 |
| THE KITCHEN CAFE, LLC | FMV | $67,186 | $67,186 |
| PIMCO COMMODITYPL STRAT-INS | FMV | $2,760,178 | $2,760,178 |
| REDBIRD CAPITAL PARTNERS | FMV | $5,677,637 | $5,677,637 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,059 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,059 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $70,000 | BOYBookValueAmt |
| EOY Book Value | $70,000 | EOYBookValueAmt |
| EOYFMV | $70,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $25,794 | $25,794 |
| OFFICE EXPENSE | $727 | $727 |
| BANK FEES | $1,040 | $1,040 |
| SERVICE DAY EXPENSES | $286,474 | $286,474 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| PARTNERSHIP INCOME | $548,987 |
| ORDINARY INCOME FROM SALES OF SECURITIES | $757 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $5,749,103 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,026,740 | $1,026,740 | |
| ADVISORY FEES | $300,000 | $150,000 | $150,000 |
| CONSULTING FEES | $5,300 | $5,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $31,576 | ||
| PAYROLL TAXES | $24,549 | $24,549 | |
| FILING FEES | $150 | $150 | |
| STATE TAXES | $12,500 | ||
| FEDERAL TAXES | $244,450 |