WASSERMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WASSERMAN FOUNDATION (EIN 95-6038762)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349106679
- Schema version
- 2020v4.1
- 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
- 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 | 2021-11-15T14:20:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-15 | 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 | 2020 | 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 | $147,525,911 | 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 | $1,570,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,581,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,573,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,357,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,421,210 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $71,010 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,144,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,073,521 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $402,762 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $103,333 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $299,429 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,780 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,336 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,444 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,066 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,066 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,112 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,111 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,373,952 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,194,902 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $179,050 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,236 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,052 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,236 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,265 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,265 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177,451 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $177,451 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,109,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,373,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $727,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,862,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,862,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,971,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,373,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,589,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,827,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,699,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $726,140 | CashBOYAmt |
| Cash EOY | $838,961 | CashEOYAmt |
| Cash EOYFMV | $838,961 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,138,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,282,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,282,776 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $71,424,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,667,814 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,667,814 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,518,435 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,008,636 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,008,636 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $46,973,533 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,657,724 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,657,724 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $142,881,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,525,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,525,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $142,881,526 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $147,525,911 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,881,526 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,525,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,881,526 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,525,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,881,526 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,827,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,471,818 | OtherIncreasesAmt |
| Subtotal | $147,525,911 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $147,525,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF ARTWORK - ROSSON CROW | P | 2009-07-01 | 2020-02-15 | $6,000 | $30,000 | -$24,000 | -$24,000 |
| PUBLICLY TRADED SECURITIES | P | $12,782,944 | $12,399,193 | $383,751 | $383,751 | ||
| PUBLICLY TRADED SECURITIES | P | $24,294,291 | $22,502,601 | $1,791,690 | $1,791,690 | ||
| PUBLICLY TRADED SECURITIES: ORDINARY INC | P | $0 | $4,160 | -$4,160 | -$4,160 | ||
| BLACKSTONE COMMERCIAL REAL ESTATE DEBT | P | 2020-12-29 | $637 | $0 | $637 | $637 | |
| CAPITAL GAIN DIVIDENDS | P | $263,507 | |||||
| CAPITAL GAIN DIVIDENDS | P | $263,507 | |||||
| CAPITAL GAIN DIVIDENDS | P | $263,507 | |||||
| CAPITAL GAIN DIVIDENDS | P | $263,507 | |||||
| CAPITAL GAIN DIVIDENDS | P | $263,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,421,210 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,227 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $79,227 | SubtotalAmt |
| Tax Based On Investment Income | $79,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,941 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $138,941 | TotalPaymentsAndCreditsAmt |
| Overpayment | $59,714 | OverpaymentAmt |
| Applied To ES Tax | $59,714 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | LOS ANGELES | CA | 90024 | EXECUTIVE DIRECTOR | 40.0 | $310,000 | $10,009 | $0 |
| CASSIDY CARROLL | ||||||||
| 10900 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | COORDINATOR | 40.0 | $52,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $350,000 |
| JP MORGAN | |||||
| 2029 CENTURY PARK EAST 39TH FLOOR | LOS ANGELES | CA | 90067 | INVEST. MANAGEMENT | $237,029 |
| BDT CAPITAL | |||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | INVEST. MANAGEMENT | $742,474 |
| 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 | $96,851,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,129,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,265,970 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,246,141 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,246,141 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,133,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,112,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,005,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,005,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,227 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,710 | IncomeTaxAmt |
| Total Tax | $90,937 | TotalTaxAmt |
| Distributable Before Adj | $6,914,685 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,914,685 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,914,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,589,064 | 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 | $11,589,064 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,589,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,914,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,843,984 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,190,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,842,697 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,312,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,544,223 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,733,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,589,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,914,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,674,379 | RemainingDistriFromCorpusAmt |
| Total Corpus | $49,407,967 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,843,984 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,563,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,190,609 | ExcessFromYear4Amt |
| Excess From Year3 | $7,842,697 | ExcessFromYear3Amt |
| Excess From Year2 | $6,312,075 | ExcessFromYear2Amt |
| Excess From Year1 | $7,544,223 | ExcessFromYear1Amt |
| Excess From Current Year | $4,674,379 | 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 (106 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 |
| A Legends Lyfe Foundation | |||||||
| 817B Sebastian Bend | Pflugerville | TX | 78660 | N/A | PC | 2020 Back-to-school Giveaway | $4,000 |
| Academy Foundation | |||||||
| 8949 Wilshire Boulevard | Beverly Hills | CA | 90211 | N/A | PC | Academy Museum of Motion Pictures | $250,000 |
| Alliance for Children's Rights | |||||||
| 10536 Culver Blvd | Culver City | CA | 90232 | N/A | PC | Annual Awards Dinner | $10,000 |
| ANNIKA Foundation | |||||||
| 10524 Moss Park Road Suite 204-408 | Orlando | FL | 32832 | N/A | PC | Philanthropy Outing | $10,000 |
| Border Angels | |||||||
| 2258 Island Avenue | San Diego | CA | 92102 | N/A | PC | General Support | $2,500 |
| Boys & Girls Clubs of Metro Los Angeles | |||||||
| 800 S Figueroa St Suite 950 | Los Angeles | CA | 90017 | N/A | PC | 2020 Holiday Gift Baskets | $25,000 |
| Brentwood School | |||||||
| 100 S Barrington Place | Los Angeles | CA | 90049 | N/A | PC | Brentwood, 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 | 2020 Quarantunes Fundraiser | $25,000 |
| Cameron Champ Foundation | |||||||
| 7000 Verner Avenue | Citrus Heights | CA | 95621 | N/A | PC | Cameron Champ Foundation Golf Classic | $10,000 |
| Campbell Hall | |||||||
| 4533 Laurel Canyon Blvd | Studio City | CA | 91607 | N/A | PC | Endowment Campaign | $200,000 |
| Cedars-Sinai | |||||||
| 8700 Beverly Blvd Suite 2416 | Los Angeles | CA | 90048 | N/A | PC | Covid-19 - Quarantunes Fund | $25,000 |
| Champions of the Community Inc | |||||||
| 6189 Memorial Drive | Dublin | OH | 43017 | N/A | PC | Nationwide Children's Hospital Champions of the Community | $85,000 |
| Charley Hoffman Foundation | |||||||
| 3914 Murphey Canyon Road Suite 170 | San Diego | CA | 92123 | N/A | PC | San Diego Pro-Am | $12,000 |
| Chris Long Foundation | |||||||
| 100 S Brentwood Blvd Suite 500 | St Louis | MO | 63105 | N/A | PC | Hoops2o | $10,000 |
| Clinton Foundation | |||||||
| 1633 Broadway 5th Floor | New York | NY | 10019 | N/A | PC | Annual Fund | $500,000 |
| College Track | |||||||
| 2130 E 1st Street | Los Angeles | CA | 90033 | N/A | PC | Watts | $50,000 |
| Communities in Schools of Los Angeles | |||||||
| 2000 Avenue of the Stars | Los Angeles | CA | 90067 | N/A | PC | CIS Watts | $40,000 |
| Delevan Drive Elementary PTA | |||||||
| 4431 Sunnycrest Drive | Los Angeles | CA | 90065 | N/A | PC | 2020 Koala Giving Tree Fundraiser | $1,000 |
| Echoes of Hope | |||||||
| 555 N Nash Street | El Segundo | CA | 90245 | N/A | PC | 2020 Cirque du Soleil & Echoes of Hope Premiere Night | $5,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | N/A | PC | General Support | $31,250 |
| Fellowship of Christian Athletes | |||||||
| 7735 139th Court | Apple Valley | MN | 55124 | N/A | PC | SXMX Ministry | $20,000 |
| Foundation Fighting Blindness | |||||||
| 7168 Columbia Gateway Drive Suite | Columbia | MD | 21046 | N/A | PC | The Campaign to End Blindness | $20,000 |
| Fundacion CAP | |||||||
| PO Box 10807 | San Juan | PR | 00922 | N/A | PC | The Makina Strikeout Challenge | $10,000 |
| Geffen Playhouse Inc | |||||||
| 10886 Le Conte Avenue | Los Angeles | CA | 90024 | N/A | PC | General Donation | $5,000 |
| Giant Steps Therapeutic Equestrian Center | |||||||
| 1320 Commerce Street Suite A | Petaluma | CA | 94954 | N/A | PC | Giant Steps Charity Classic | $15,000 |
| 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 | General donation | $10,000 |
| Greater Los Angeles Zoo Association | |||||||
| 5333 Zoo Drive | Los Angeles | CA | 90027 | N/A | PC | Safari Society | $30,000 |
| Harvard-Westlake School | |||||||
| 700 North Faring Road | Los Angeles | CA | 90077 | N/A | PC | Annual Giving | $50,000 |
| Heart of Los Angeles | |||||||
| 2701 Wilshire Blvd Suite 100 | Los Angeles | CA | 90057 | N/A | PC | Capital Campaign | $25,000 |
| Holt Brothers Foundation | |||||||
| 421 Fayetteville Street Suite 1300 | Raleigh | NC | 27601 | N/A | PC | 2020 Game On Virtual Fundraiser | $1,000 |
| In the Family Way | |||||||
| PO Box 8401 | Santa Fe | NM | 87504 | N/A | PC | Support and Feed Covid-19 Crisis Response | $25,000 |
| International Community Foundation | |||||||
| 2505 N Avenue | National City | CA | 91950 | N/A | PC | Covid-19 Response in Tijuana | $5,000 |
| Jazz at Lincoln Center | |||||||
| 3 Columbus Circle Suite 1200 | New York | NY | 10019 | N/A | PC | In Honor of David Stern | $25,000 |
| JDRF | |||||||
| 811 Wilshire Blvd Suite 1600 | Los Angeles | CA | 90017 | N/A | PC | Imagine Gala | $7,500 |
| Kids Progress Inc | |||||||
| 2600 Wilshire Blvd | Los Angeles | CA | 90057 | N/A | PC | 2020 Holiday Giftcard Giveaway | $5,000 |
| King Baudouin Foundation United States | |||||||
| 10 Rockefeller Plaza 16th Floor | New York | NY | 10020 | N/A | PC | Wasserman Serve Day Belgium benefitting Fund Live 2020 | $3,000 |
| LA Family Housing | |||||||
| 360 N Pacific Coast Highway Suite | El Segundo | CA | 90245 | N/A | PC | 2020 LAFH AWARDS | $25,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Momentum Campaign | $500,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Annual Dues | $100,000 |
| Lyndon Baines Johnson Foundation | |||||||
| 2313 Red River Street | Austin | TX | 78705 | N/A | PC | LBJ School 50th Anniversary | $50,000 |
| Leadville Trail 100 Legacy Foundation | |||||||
| PO Box 1 | Leadville | CO | 80461 | N/A | PC | Eric Grubman's Fundraising Effort | $2,500 |
| Los Angeles Center for Law and Justice | |||||||
| 5301 Whittier Blvd 4th Floor | Los Angeles | CA | 90022 | N/A | PC | 47th Annual Anniversary Awards Gala | $10,000 |
| Los Angeles Fire Department Foundation | |||||||
| 1875 Century Park E Suite 200 | Los Angeles | CA | 90067 | N/A | PC | Fire Season Matching Grant | $100,000 |
| Los Angeles Free Clinic | |||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | N/A | PC | Covid-19 Response | $25,000 |
| Los Angeles Philharmonic Association | |||||||
| 151 S Grand Avenue | Los Angeles | CA | 90012 | N/A | PC | YOLA | $25,000 |
| Los Angeles Police Foundation | |||||||
| 633 W 5th Street Suite 960 | Los Angeles | CA | 90071 | N/A | PC | LAPF Capital Campaign | $200,000 |
| Los Angeles Regional Food Bank | |||||||
| 1734 E 41st Street | Vernon | CA | 90058 | N/A | PC | Covid-19 Response | $25,000 |
| Los Angeles Sports Council Foundation | |||||||
| 145 Bay Street Unit 10 | Santa Monica | CA | 90405 | N/A | PC | 15th Annual LA Sports Awards | $10,000 |
| Make-A-Wish Eastern North Carolina | |||||||
| 3809 Computer Drive Suite 201 | Raleigh | NC | 27609 | N/A | PC | Wish Ball | $10,000 |
| March of Dimes | |||||||
| 515 Madison Avenue 20th Floor | New York | NY | 10022 | N/A | PC | 14th Annual Golf Classic | $12,000 |
| March of Dimes | |||||||
| 515 Madison Avenue 20th Floor | New York | NY | 10022 | N/A | PC | Annual Sports Luncheon | $25,000 |
| Marcus High School Golf Boosters Club | |||||||
| 4218 Liberty Court | Flower Mound | TX | 75028 | N/A | PC | 2020 Golf Challenge | $1,500 |
| MATTER | |||||||
| 7005 Oxford Street | St Louis Park | MN | 55426 | N/A | PC | Gorgui Dieng Project: Senegal | $10,000 |
| Mayor's Fund for Los Angeles | |||||||
| 200 N Spring Street Room 305B | Los Angeles | CA | 90012 | N/A | PC | Coronavirus Support | $500,000 |
| Mayor's Fund for Los Angeles | |||||||
| 200 N Spring Street Room 305B | Los Angeles | CA | 90012 | N/A | PC | Support for Mask Giveaway Initiative | $50,000 |
| Motion Picture & Television Fund | |||||||
| 23388 Mulholland Drive | Woodland Hills | CA | 91364 | N/A | PC | MPTF Campaign | $700,000 |
| NAACP Legal Defense & Education Fund | |||||||
| 40 Rector Street 5th Floor | New York | NY | 10006 | N/A | PC | General Support | $31,250 |
| National Kidney Foundation | |||||||
| 15490 Ventura Blvd Suite 205 | Sherman Oaks | CA | 91403 | N/A | PC | General Support | $25,000 |
| Nationwide Children's Hospital Foundation | |||||||
| 5760 Memorial Drive | Dublin | OH | 43017 | N/A | PC | 2020 Virtual Legends Luncheon | $8,000 |
| NY Cares Inc | |||||||
| 65 Broadway 19th Floor | New York | NY | 10006 | N/A | PC | Wasserman Serve Day 2020 | $36,345 |
| Ohio State University Foundation | |||||||
| 1480 West Lane Avenue | Columbus | OH | 43221 | N/A | PC | OSU James Hospital Cancer Center | $13,500 |
| Overtown Youth Center | |||||||
| 100 S Biscayne Blvd 8th Floor | Miami | FL | 33131 | N/A | PC | Thanksgiving Turkey Drive | $2,500 |
| Partnership for Los Angeles Schools | |||||||
| 1055 Wilshire Blvd Suite 1850 | Los Angeles | CA | 90017 | N/A | PC | Covid-19 Watts Response Fund | $50,000 |
| Partnership for Los Angeles Schools | |||||||
| 1055 Wilshire Blvd Suite 1850 | Los Angeles | CA | 90017 | N/A | PC | Partnership Watts Schools | $750,000 |
| Pepperdine University | |||||||
| 24255 Pacific Coast Highway | Malibu | CA | 90263 | N/A | PC | Pepperdine Associates Dinner | $5,000 |
| Players Philanthropy Fund | |||||||
| 1122 Kenilworth Drive Suite 502 | Towson | MD | 21204 | N/A | PC | PAF Charity Challenge | $10,000 |
| Professional Baseball Scouts Foundation | |||||||
| 3914 Corte Cancion | Thousand Oaks | CA | 91360 | N/A | PC | Annual Spirit of the Game Dinner | $7,500 |
| Project Isaiah | |||||||
| 2121 George Halas Drive NW | Canton | OH | 44708 | N/A | PC | Project Isaiah Wondalunch Program | $15,000 |
| Project Scientist | |||||||
| PO Box 515 | Laguna Beach | CA | 92652 | N/A | PC | Scholarships for 99th Street Elementary & Idtech Camp | $65,000 |
| Russell Westbrook Why Not Foundation | |||||||
| 10960 Wilshire Blvd 5th Floor | Los Angeles | CA | 90024 | N/A | PC | 2020 Why Not? Bowl | $10,000 |
| Safe Place for Youth | |||||||
| 578 Washington Blvd Suite 398 | Marina del Rey | CA | 90292 | N/A | PC | CityPak Project | $2,500 |
| So Cal Rising STARS | |||||||
| 1500 S Anaheim Blvd Suite 160 | Anaheim | CA | 92805 | N/A | PC | General Support | $5,000 |
| Social Impact Fund | |||||||
| 256 S Robertson Blvd Suite 212 | Beverly Hills | CA | 90211 | N/A | PC | Show Me Campaign / Quarantunes Fundraiser for FreeAmerica | $25,000 |
| Southern California Equestrian Sports | |||||||
| 1902 Orangetree Lane Suite 130 | Redlands | CA | 92374 | N/A | PC | GENERAL SUPPORT | $20,000 |
| Southern Poverty Law Center | |||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | PC | GENERAL SUPPORT | $31,250 |
| St Jude Children's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | N/A | PC | Rich Eisen's #RunRichRun fundraising campaign | $2,500 |
| St Monica Catholic High School | |||||||
| 1030 Lincoln Blvd | Santa Monica | CA | 90403 | N/A | PC | Training Equipment for Athletic Department | $10,000 |
| The Bennett Foundation | |||||||
| 10608 NE 13th Street | Bellevue | WA | 98004 | N/A | PC | Champions for Change Launch | $5,000 |
| The Clark Family Dreams Do Come True Foundation | |||||||
| 1122 Kenilworth Drive Suite 201 | Towson | MD | 21204 | N/A | PC | 2020 Toy and Blanket Giveaway | $3,000 |
| The Devon Horse Show & Country Fair Foundation | |||||||
| PO Box 865 | Devon | PA | 19333 | N/A | SO II | Devon Horse Show | $10,000 |
| THE FIRST TEE OF PIKES PEAK | |||||||
| 66510-A South Academy Blvd Suite | Colorado Springs | CO | 80906 | N/A | PC | GENERAL SUPPORT | $250,000 |
| The Mission Continues | |||||||
| PO Box 776792 | Chicago | IL | 60677 | N/A | PC | LA Service Platoon/Watts Work | $75,000 |
| The Naval Academy Foundation | |||||||
| 274 Wood Road | Annapolis | MD | 21402 | N/A | PC | Eric Grubman's Fundraising Effort | $2,500 |
| The Painted Turtle | |||||||
| 10536 Culver Blvd | Culver City | CA | 90232 | N/A | PC | BINGO AT THE ROXY EVENT | $10,000 |
| The Shed | |||||||
| 423 West 55th Street 7th Floor | New York | NY | 10019 | N/A | PC | The Shed Capital Campaign | $400,000 |
| Tides Foundation | |||||||
| PO Box 399389 | San Francisco | CA | 94139 | N/A | PC | Florida Rights Restoration Coalition Education Fund | $2,500 |
| Tony Blair Foundation | |||||||
| 237 West 35th Street Suite 1101 | New York | NY | 10001 | N/A | PC | General Support | $166,667 |
| UCLA Foundation | |||||||
| 10889 Wilshire Blvd Suite 1100 | Los Angeles | CA | 90024 | N/A | PC | Wasserman Endowed Dean | $600,000 |
| UCLA Foundation | |||||||
| PO Box 7145 | Pasadena | CA | 91109 | N/A | PC | UCLA Wasserman Term Chair of Innovation in Head & Neck Surgery | $200,000 |
| UCLA Foundation | |||||||
| PO Box 7145 | Pasadena | CA | 91109 | N/A | PC | Pauley Pavilion | $1,500,000 |
| UCLA Foundation | |||||||
| PO Box 7145 | Pasadena | CA | 91109 | N/A | PC | Athletics Capital Project | $1,500,000 |
| UCLA Foundation | |||||||
| PO Box 7145 | Pasadena | CA | 91109 | N/A | PC | UCLA Center for Childhood Anxiety Prevention and Treatment | $500,000 |
| UJA Federation of New York | |||||||
| 130 East 59th Street Suite 967 | New York | NY | 10022 | N/A | PC | The Wall Street Dinner | $10,000 |
| United States Olympic & Paralympic Foundation | |||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | N/A | PC | General Support | $75,000 |
| United Way of Greater San Antonio | |||||||
| PO Box 898 | San Antonio | TX | 78293 | N/A | PC | General Support | $10,000 |
| 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 S Main Street Suite 2125 | Salt Lake City | UT | 84111 | N/A | PC | Utah Championship benefiting the Tony Finau Foundation | $20,000 |
| Valero Energy Foundation | |||||||
| 1 Valero Way Suite C2-113E | San Antonio | TX | 78249 | N/A | PC | 2020 Champions Fore Charity | $20,000 |
| Vera Institute of Justice | |||||||
| 34 35th Street Suite 4-2A | Brooklyn | NY | 11232 | N/A | PC | General Support | $31,250 |
| VoteAmerica | |||||||
| 14 Hudson Avenue Suite 403 | Glen Falls | NY | 12801 | N/A | PC | General Support | $2,500 |
| Voto Latino Foundation | |||||||
| 1300 L Street NW Suite 975 | Washington | DC | 20005 | N/A | PC | General Support | $2,500 |
| Wallis Annenberg Center for Performing Arts | |||||||
| 9390 N Santa Monica Blvd | Beverly Hills | CA | 90210 | N/A | PC | School Partners Program | $100,000 |
| Washington International Horse Show | |||||||
| 915 Blue Ridge Drive | Annapolis | MD | 21409 | N/A | PC | Washington International Horse Show Finals and Championships | $5,000 |
| William J Brennan Jr Center for Justice | |||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | N/A | PC | General Support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,862,012 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,570,958 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,573,356 | 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 | $4,144,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,144,314 | 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 | $62,223 | Amt |
| Net Investment Income | $31,112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,111 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mahan Foundation | |||||||||||
| 6060 Parkland Blvd Suite 100 | Cleveland | OH | 44124 | 2019-04-24 | $10,000 | To be used for the Match Play Event | $10,000 | NO | 07/10/2020 | 2020-07-10 | VERIFICATION CONFIRMED THAT $10,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| Flamboyan Foundation | |||||||||||
| 1730 Massachusetts Ave NW | Washington | DC | 20036 | 2019-01-29 | $25,000 | Flamboyan Arts Fund | $25,000 | NO | 10/12/2020 | 2020-10-12 | VERIFICATION CONFIRMED THAT $25,000 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 (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RET BD-I | $1,787,957 | $1,787,957 |
| WESTPAC BNKG CORP | $21,474 | $21,474 |
| PIMCO TOTAL RETURN FD-INST | $2,920,195 | $2,920,195 |
| J.P. MORGAN - SEE STATEMENT | $3,893,028 | $3,893,028 |
| DODGE & COX INCOME FD | $2,764,494 | $2,764,494 |
| BLCKRCK HI YLD BND PORT-K | $4,635,675 | $4,635,675 |
| VANGUARD TOTAL BOND MARKET IND | $1,397,659 | $1,397,659 |
| SCHWAB U.S. TIPS ETF | $948,893 | $948,893 |
| ORIX CORP | $25,910 | $25,910 |
| PIMCO INV GRD CRD BND-INST | $2,613,351 | $2,613,351 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J.P. MORGAN - SEE STATEMENT | $59,723,651 | $59,723,651 |
| J.P. MORGAN - SEE STATEMENT | $1,939,815 | $1,939,815 |
| VINTAGE III | $62,954 | $62,954 |
| WHITEHALL STREET INTERNATIONAL | $17,590 | $17,590 |
| BLACKSTONE COMMERCIAL REAL EST | $0 | $0 |
| HIGHBRIDGE MEZZANINE PARTNERS | $306,735 | $306,735 |
| HPS MEZZANINE PRIVATE INVESTOR | $988,701 | $988,701 |
| PEG CHINA PRIVATE INVESTOR | $173,851 | $173,851 |
| HPS CORE SENIOR LENDING OFFSHO | $50,441 | $50,441 |
| J.P. MORGAN - SEE STATEMENT | $4,860,940 | $4,860,940 |
| CRP VIII (CARLYLE) PRIVATE | $1,118,358 | $1,118,358 |
| HPS MEZZANINE PRIVATE INVESTOR | $2,601,090 | $2,601,090 |
| APOLLO EPF III PRIVATE INVEST | $945,660 | $945,660 |
| HPS MEZZANINE PRIVATE INVESTOR | $1,103,808 | $1,103,808 |
| ORBIMED ROYALTIES III PRIVATE | $774,220 | $774,220 |
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 | $179,755 | $179,755 |
| TURNER-AGASSI CHARTER SCHOOL | FMV | $39,671 | $39,671 |
| GRE II PRIVATE INVESTORS, LLC | FMV | $2,679,935 | $2,679,935 |
| TURNER HEALTHCARE FACILITIES | FMV | $733,118 | $733,118 |
| VII INTRASTAR PARTNERS, LLC | FMV | $6,343 | $6,343 |
| BDT CAPITAL PARTNERS FUND 3 (T | FMV | $5,499,450 | $5,499,450 |
| CENTERVIEW CAPITAL, L.P. | FMV | $1,907,143 | $1,907,143 |
| BDT CAPITAL PARTNERS FUND I-A, | FMV | $20,888,079 | $20,888,079 |
| FUND II-A SPIRITS, LP | FMV | $232,270 | $232,270 |
| ISHARES GOLD TRUST | FMV | $2,785,548 | $2,785,548 |
| BDT CAPITAL PARTNERS FUND II | FMV | $12,503,771 | $12,503,771 |
| ART AGENCY PARTNERS ASSOCIATES | FMV | $139,185 | $139,185 |
| THE KITCHEN CAFE, LLC | FMV | $67,186 | $67,186 |
| PIMCO COMMODITYPL STRAT-INS | FMV | $996,270 | $996,270 |
| TORTOISE MLP & PIPELINE INST | FMV | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,066 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,066 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $100,000 | 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 | $24,907 | $24,907 |
| OFFICE EXPENSE | $544 | $544 |
| BANK FEES | $1,040 | $1,040 |
| SERVICE DAY EXPENSES | $150,960 | $150,960 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| PARTNERSHIP INCOME | $45,463 |
| ORDINARY INCOME FROM SALES OF SECURITIES | $4,160 |
| OTHER INVESTMENT INCOME | $21,387 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $13,471,818 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,019,902 | $1,019,902 | |
| ADVISORY FEES | $350,000 | $175,000 | $175,000 |
| CONSULTING FEES | $4,050 | $4,050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $41,052 | ||
| PAYROLL TAXES | $24,076 | $24,076 | |
| FILING FEES | $150 | $150 | |
| STATE TAXES | $10 | $10 | |
| FEDERAL TAXES | $50,000 |