WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION (EIN 20-2589546)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-08-14
- IRS object ID
- 201812269349100231
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T15:55:23-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202589546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN ASSET MANAGEMENT COMPANY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 6268449400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE ALBERTS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6268449400 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,037,535 | 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 | $2,192,320 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,003 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,003 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,193,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,003 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,225 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $89 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,070,976 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,070,976 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,079,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,079,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,114,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $923,502 | CashBOYAmt |
| Cash EOY | $2,037,535 | CashEOYAmt |
| Cash EOYFMV | $2,037,535 | CashEOYFMVAmt |
| Total Assets BOY | $923,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,037,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,037,535 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $923,502 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,037,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $923,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,037,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $923,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,037,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $923,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,114,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,037,535 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,037,535 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,498,107 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,871,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.800333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $932,228 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,018,263 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.308862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $839,682 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,806,220 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.220608 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,202,161 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,857,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.247498 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $883,526 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,753,750 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.153557 | DistributionYr5Rt |
| Total Distribution | 1.730858 | TotalDistributionRt |
| Average Distribution | 0.346172 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $779,113 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $269,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $269,717 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,079,261 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 6268449400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W HIRSCHMANN | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TRACY A HUTSON | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRUCE D ALBERTS | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | CFO | 1.00 | $0 | $0 | $0 |
| REGINA JOHNSON AS OF 10117 | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $790,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $790,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $790,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $779,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10 | TotalTaxAmt |
| Distributable Before Adj | $38,946 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,946 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,946 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,079,261 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,079,261 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,079,251 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $595,996 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $959,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $649,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $781,408 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,404,572 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,390,927 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,079,261 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,040,315 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,431,242 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $595,996 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,835,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $959,451 | ExcessFromYear4Amt |
| Excess From Year3 | $649,500 | ExcessFromYear3Amt |
| Excess From Year2 | $781,408 | ExcessFromYear2Amt |
| Excess From Year1 | $1,404,572 | ExcessFromYear1Amt |
| Excess From Current Year | $1,040,315 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (169 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIDS SERVICE CENTER OF LOWER MANHATTAN | ||||||||
| 64 WEST 35TH STREET 3RD FLOOR | NEW YORK | NY | 10001 | NONE | PC | HEALTH SERVICES | $50 | |
| ALS ASSOCIATION GREATER SACRAMENTO | ||||||||
| 2717 COTTAGE WAY SUITE 17 | SACRAMENTO | CA | 95825 | NONE | PC | HEALTH SERVICES | $1,000 | |
| ALVERNO HIGH SCHOOL | ||||||||
| 200 N MICHILLINDA AVENUE | SIERRA MADRE | CA | 91024 | NONE | PC | EDUCATION | $900 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 1001 MARINA VILLAGE PARKWAY SUITE | ALAMEDA | CA | 94501 | NONE | PC | HEALTH SERVICES | $1,300 | 300 |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37295 | WASHINGTON | DC | 20013 | NONE | PC | HUMANITARIAN | $2,200 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | NONE | PC | HUMANITARIAN | $650 | |
| AUTISM SPEAKS | ||||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | PC | HEALTH SERVICES | $2,500 | |
| AVENSON CHARTER SCHOOL | ||||||||
| 1919 E PINECREST DRIVE | ALTADENA | CA | 91001 | NONE | PC | EDUCATION | $1,000 | |
| BALDWIN STOCKER ELEM SCHOOL PTA | ||||||||
| 422 W LEMON AVENUE | ARCADIA | CA | 91007 | NONE | PC | EDUCATION | $200 | |
| BAY LAUREL ELEMENTARY SCHOOL PFA | ||||||||
| 24740 PASEO PRIMARIO | CALABASAS | CA | 91302 | NONE | PC | EDUCATION | $1,000 | |
| BEAGLE RESCUE INC | ||||||||
| 23430 HIGHWAY 18 | APPLE VALLEY | CA | 92307 | NONE | PC | HUMANITARIAN | $200 | |
| BRIDGES ACADEMY | ||||||||
| 3921 LAUREL CANYON BOULEVARD | STUDIO CITY | CA | 91604 | NONE | PC | EDUCATION | $500 | |
| BUCKNELL UNIVERSITY | ||||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | NONE | PC | EDUCATION | $150 | |
| BUDDHIST ASSOCIATION OF THE US | ||||||||
| 2020 ROUTE 301 | CARMEL | NY | 10512 | NONE | PC | RELIGIOUS | $1,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BOULEVARD M/C | PASADENA | CA | 91125 | NONE | PC | EDUCATION | $1,000 | 359-86 |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY | ||||||||
| ADVANCEMENT SERVICES | SAN LUIS OBISPO | CA | 93407 | NONE | PC | EDUCATION | $100 | |
| CASA OF VENTURA COUNTY | ||||||||
| PO BOX 1135 | CAMARILLO | CA | 93011 | NONE | PC | HUMANITARIAN | $500 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTONHOUSTON | ||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | RELIGIOUS | $250 | |
| CENY CENTRO EDUCATIVO INC | ||||||||
| 44 E 2ND STREET | NEW YORK | NY | 10003 | NONE | PC | CULTURAL | $1,945 | |
| CHANDLER SCHOOL | ||||||||
| 1005 ARMADA DRIVE | PASADENA | CA | 91103 | NONE | PC | EDUCATION | $4,900 | |
| CHAPARRAL MIDDLE SCHOOL COMMUNITY CL | ||||||||
| 1405 SPRUCE TREE DRIVE | DIAMOND BAR | CA | 91765 | NONE | PC | EDUCATION | $100 | |
| CHILD EDUCATIONAL CENTER | ||||||||
| 140 FOOTHILL BOULEVARD | LA CANADA | CA | 91011 | NONE | PC | EDUCATION | $500 | |
| CHILDRENS HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD 29 | LOS ANGELES | CA | 90027 | NONE | PC | HEALTH SERVICES | $100 | |
| CITY OF HOPEMIDWEST INSURANCE COUNCIL | ||||||||
| 1055 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | NONE | PC | HEALTH SERVICES | $2,700 | |
| CLOVER AVENUE ELEMENTARY SCHOOL | ||||||||
| 11020 CLOVER AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | EDUCATION | $1,000 | |
| CONSORTIUM FOR GRADUATE STUDY IN MANHATTAN | ||||||||
| 229 CHESTERFIELD BUSINESS PARKWAY | CHESTERFIELD | MO | 63005 | NONE | PC | EDUCATION | $1,000 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVENUE | LOS ANGELES | CA | 90027 | NONE | PC | HUMANITARIAN | $725 | |
| COVENANT HOUSE | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PC | HUMANITARIAN | $100 | |
| DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PC | EDUCATION | $1,000 | |
| DGA FOUNDATION | ||||||||
| 8436 W THIRD STREET SUITE 900 | LOS ANGELES | CA | 90048 | NONE | PC | HUMANITARIAN | $500 | |
| DIRECT RELIEF | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | HUMANITARIAN | $200 | |
| ED BLOCK COURAGE AWARD FOUNDATION | ||||||||
| 9727 GREENSIDE DRIVE SUITE 201 | COCKEYSVILLE | MD | 21030 | NONE | PC | HUMANITARIAN | $250 | |
| ESCAPE THEATER | ||||||||
| 28442 ALDER PEAK AVENUE | SANTA CLARITA | CA | 91387 | NONE | PC | CULTURAL | $500 | |
| FARRAGUT SCHOOL BOOSTER CLUB | ||||||||
| 10820 FARRAGUT DRIVE | CULVER CITY | CA | 90230 | NONE | PC | EDUCATION | $500 | |
| FCS EDUCATIONAL FOUNDATION | ||||||||
| 242 W BASELINE ROAD | GLENDORA | CA | 91740 | NONE | PC | EDUCATION | $500 | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | NONE | PC | HUMANITARIAN | $500 | |
| FIRST BOOK | ||||||||
| 1319 F STREET NW SUITE 1000 | WASHINGTON | DC | 20004 | NONE | PC | EDUCATION | $100 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 500 EAST COLORADO BOULEVARD | PASADENA | CA | 91101 | NONE | PC | RELIGIOUS | $100 | |
| FLINTRIDGE CENTER | ||||||||
| 236 W MOUNTAIN STREET | PASADENA | CA | 91103 | NONE | PC | HUMANITARIAN | $500 | |
| FLINTRIDGE PREPARATORY SCHOOL | ||||||||
| 4543 CROWN AVENUE | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | EDUCATION | $500 | |
| FOOTHILL FAMILY SERVICE | ||||||||
| 2500 E FOOTHILL BOULEVARD SUITE 300 | PASADENA | CA | 91107 | NONE | PC | HUMANITARIAN | $500 | |
| FOUNDATION FOR THE GLOBAL COMPACT | ||||||||
| 685 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | HUMANITARIAN | $765 | |
| FRANKLIN AND MARSHALL COLLEGE | ||||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | NONE | PC | EDUCATION | $500 | |
| FRIENDS OF WONDERLAND | ||||||||
| 8510 WONDERLAND AVENUE | LOS ANGELES | CA | 90046 | NONE | PC | EDUCATION | $1,000 | |
| GIRL SCOUTS OF ORANGE COUNTY | ||||||||
| 9500 TOLEDO WAY | IRVINE | CA | 92618 | NONE | PC | HUMANITARIAN | $260 | |
| GLOBALGIVING | ||||||||
| 1110 VERMONT AVENUE NW SUITE 550 | WASHINGTON | DC | 20005 | NONE | PC | HUMANITARIAN | $100 | |
| GOLDEN OAK SCHOOL PTA | ||||||||
| 25201 VIA PRINCESSA | SANTA CLARITA | CA | 91387 | NONE | PC | EDUCATION | $250 | |
| GRACE EPISCOPAL CHURCH | ||||||||
| 555 E MOUNTAIN VIEW AVENUE | GLENDORA | CA | 91741 | NONE | PC | RELIGIOUS | $1,000 | |
| HARAMBEE MINISTRIES | ||||||||
| 1609 NAVARRO AVENUE | PASADENA | CA | 91103 | NONE | PC | RELIGIOUS | $1,000 | |
| HARRIET BUHAI CENTER FOR FAMILY LAW | ||||||||
| 3250 WILSHIRE BOULEVARD SUITE 710 | LOS ANGELES | CA | 90010 | NONE | PC | HUMANITARIAN | $101 | |
| HARVARD VARSITY CLUB INC | ||||||||
| 65 N HARVARD STREET | BOSTON | MA | 02163 | NONE | SO III FI | EDUCATION | $1,000 | |
| HASTINGS RANCH NURSERY SCHOOL | ||||||||
| 3740 E SIERRA MADRE BOULEVARD | PASADENA | CA | 91107 | NONE | PC | EDUCATION | $1,000 | |
| HATHAWAY-SYCAMORES | ||||||||
| 100 W WALNUT STREET SUITE 375 | PASADENA | CA | 91124 | NONE | PC | HUMANITARIAN | $5,000 | |
| HENRY E HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NONE | PC | CULTURAL | $249 | |
| HILLSBOROUGH SCHOOLS FOUNDATION | ||||||||
| 300 EL CERRITO AVENUE | HILLSBOROUGH | CA | 94010 | NONE | PC | EDUCATION | $250 | |
| HILLSIDE HOME FOR CHILDREN | ||||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | NONE | PC | HUMANITARIAN | $500 | |
| HILLSIDES | ||||||||
| 13502 HAMBURGER LANE | BALDWIN PARK | CA | 91706 | NONE | PC | HUMANITARIAN | $2,720 | |
| HOLY ANGELS CHURCH | ||||||||
| 370 CAMPUS DRIVE | ARCADIA | CA | 91007 | NONE | PC | RELIGIOUS | $500 | |
| HOLY FAMILY SCHOOL | ||||||||
| 1301 ROLLIN STREET | SOUTH PASADENA | CA | 91030 | NONE | PC | EDUCATION | $500 | |
| HOLY NAME OF MARY PARISH | ||||||||
| 724 EAST BONITA AVENUE | SAN DIMAS | CA | 91773 | NONE | PC | RELIGIOUS | $1,000 | |
| HOPE FOR NEW YORK | ||||||||
| 1166 AVENUE OF THE AMERICAS 1610 | NEW YORK | NY | 10036 | NONE | PC | HUMANITARIAN | $100 | |
| HORACE MANN SCHOOL | ||||||||
| 231 W 246TH STREET | BRONX | NY | 10471 | NONE | PC | EDUCATION | $1,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PC | HUMANITARIAN | $200 | |
| HUNTINGTON HOSPITAL | ||||||||
| 100 W CALIFORNIA BOULEVARD | PASADENA | CA | 91105 | NONE | PC | HEALTH SERVICES | $2,650 | |
| IMMANUEL BIBLE CHURCH | ||||||||
| 1254 19TH STREET | SANTA MONICA | CA | 90404 | NONE | PC | RELIGIOUS | $1,000 | |
| INDIAN SCHOOLS ALUMNI AND FRIENDS | ||||||||
| 137 SEAGATE DRIVE | SAN MATEO | CA | 94403 | NONE | PC | EDUCATION | $1,000 | |
| INTERNATIONAL CRISIS AID | ||||||||
| 5427 TELEGRAPH ROAD | ST LOUIS | MO | 63129 | NONE | PC | HUMANITARIAN | $210 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | HUMANITARIAN | $210 | |
| IRAQ AND AFGHANISTAN VETERANS OF AMERICA | ||||||||
| 633 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | HUMANITARIAN | $500 | |
| ISLAMIC FOUNDATION OF SHEIKH IBN TAI | ||||||||
| 10980 WASHINGTON BOULEVARD | CULVER CITY | CA | 90232 | NONE | PC | RELIGIOUS | $1,000 | |
| JACKSON CENTER FOR CONDUCTIVE EDUCATION | ||||||||
| 802 N SAMUEL MOORE PARKWAY | MOORESVILLE | IN | 46158 | NONE | PC | EDUCATION | $1,000 | |
| JUNIOR LEAGUE OF LOS ANGELES INC | ||||||||
| 630 N LARCHMONT BOULEVARD | LOS ANGELES | CA | 90004 | NONE | PC | HUMANITARIAN | $125 | |
| KIDS KLUB CHILDRENS CHARITIES INC | ||||||||
| 380 S RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | HUMANITARIAN | $250 | |
| LA CANADA FLINTRIDGE EDUCATIONAL FOUNDATION | ||||||||
| 4490 CORNISHON AVENUE ROOM 211 | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | EDUCATION | $2,100 | |
| LA CANADA SPARTAN BOOSTER CLUB | ||||||||
| PO BOX 154 | LA CANADA | CA | 91012 | NONE | PC | EDUCATION | $1,425 | |
| LA COUNTY ANIMAL CARE FOUNDATION | ||||||||
| 5898 CHERRY AVENUE | LONG BEACH | CA | 90805 | NONE | PC | HUMANITARIAN | $100 | |
| LEADERSHIP EDUCATION & ATHLETIC PARK | ||||||||
| 31 JEFFERSON STREET | HEW HAVEN | CT | 06511 | NONE | PC | EDUCATION | $5,000 | |
| LEGACY CONNECTIONS | ||||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | NONE | PC | HUMANITARIAN | $866,500 | |
| LINCOLN HIGH SCHOOL STUDENT BODY | ||||||||
| 3501 N BROADWAY | LOS ANGELES | CA | 90031 | NONE | PC | EDUCATION | $1,000 | |
| LITHUANIAN SCOUTS ASSOCIATION | ||||||||
| 86-01 114TH STREET | RICHMOND HILL | NY | 11418 | NONE | PC | HUMANITARIAN | $100 | |
| LOS ANGELES CHAMBER ORCHESTRA | ||||||||
| 350 S FIGUEROA STREET SUITE 183 | LOS ANGELES | CA | 90071 | NONE | PC | CULTURAL | $650 | |
| LOS ANGELES CHILDRENS CHORUS | ||||||||
| 585 E COLORADO BOULEVARD | PASADENA | CA | 91101 | NONE | PC | HUMANITARIAN | $500 | |
| LOS ANGELES COUNTY POLICE CANINE ASSOCIATION | ||||||||
| 1223 WILSHIRE BOULEVARD 435 | SANTA MONICA | CA | 90403 | NONE | PC | CIVIC | $2,500 | |
| LOS ANGELES HINDU SOCIETY INC | ||||||||
| 46 N LOTUS AVENUE | PASADENA | CA | 91107 | NONE | PC | RELIGIOUS | $1,500 | |
| LOS ANGELES INTERNATIONAL CHURCH | ||||||||
| 2716 OCEAN PARK BOULEVARD SUITE 206 | SANTA MONICA | CA | 90405 | NONE | PC | RELIGIOUS | $1,000 | |
| LOVE 146 INC | ||||||||
| PO BOX 8266 | NEW HAVEN | CT | 06530 | NONE | PC | HUMANITARIAN | $100 | |
| LOYOLA HIGH SCHOOL | ||||||||
| 1901 VENICE BOULEVARD | LOS ANGELES | CA | 90006 | NONE | PC | EDUCATION | $1,000 | |
| LUNDEBERG MARYLAND SEAMANSHIP SCHOOL | ||||||||
| 5201 AUTH WAY | CAMP SPRINGS | MD | 20746 | NONE | PC | EDUCATION | $250 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 11390 W OLYMPIC BOULEVARD SUITE 300 | LOS ANGELES | CA | 90064 | NONE | PC | HUMANITARIAN | $100 | |
| MANHATTAN BEACH EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 1110 | MANHATTAN BEACH | CA | 90267 | NONE | PC | EDUCATION | $1,000 | |
| MAP INTERNATIONAL | ||||||||
| 4700 GLYNCO PARKWAY | BRUNSWICK | GA | 31525 | NONE | PC | HEALTH SERVICES | $205 | |
| MARYMOUNT SCHOOL OF NEW YORK | ||||||||
| 1026 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PC | EDUCATION | $1,000 | |
| MAYFIELD JUNIOR SCHOOL | ||||||||
| 405 S EUCLID AVENUE | PASADENA | CA | 91101 | NONE | PC | EDUCATION | $1,000 | |
| MBX FOUNDATION | ||||||||
| 1097 AVIATION BOULEVARD | HERMOSA BEACH | CA | 90254 | NONE | PC | EDUCATION | $500 | |
| MEMORIAL SLOAN- KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | HEALTH SERVICES | $100 | |
| MORNINGSTAR CHRISTIAN CHAPEL | ||||||||
| 16241 LEFFINGWELL ROAD | WHITTIER | CA | 90603 | NONE | PC | RELIGIOUS | $1,000 | |
| MOVEMBER | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | PC | HEALTH SERVICES | $200 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PC | HEALTH SERVICES | $100 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | NONE | PC | HUMANITARIAN | $100 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PC | HEALTH SERVICES | $350 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PC | EDUCATION | $500 | |
| NEW YORK PRESBYTERIAN FUND INC | ||||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | NONE | PC | HEALTH SERVICES | $1,000 | |
| NEW YORK UNIVERSITY | ||||||||
| PO BOX 6706 | HAGERSTOWN | MD | 21741 | NONE | PC | EDUCATION | $100 | |
| NORTON SIMON MUSEUM OF ART | ||||||||
| 411 WEST COLORADO BOULEVARD | PASADENA | CA | 91105 | NONE | PC | CULTURAL | $125 | |
| OAK KNOLL SCHOOL | ||||||||
| 44 BLACKBURN ROAD | SUMMIT | NJ | 07901 | NONE | PC | EDUCATION | $250 | |
| OAKWOOD SCHOOL | ||||||||
| 11600 MAGNOLIA BOULEVARD | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | EDUCATION | $250 | |
| OBLATE MISSIONARY SOCIETY INC | ||||||||
| 9480 N DE MAZENOD DRIVE | BELLEVILLE | IN | 62223 | NONE | PC | RELIGIOUS | $100 | |
| PACIFIC CROSSROADS CHURCH | ||||||||
| 6330 SAN VICENTE BOULEVARD SUITE | LOS ANGELES | CA | 90048 | NONE | PC | RELIGIOUS | $1,000 | 102 |
| PAN MASSACHUSETTS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | HUMANITARIAN | $100 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | HUMANITARIAN | $100 | |
| PARENT TEACHER ASSOCIATION OF PS 59 | ||||||||
| 233 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $500 | |
| PARENT-FACULTY CLUB OF CHAPARRAL SCHOOL INC | ||||||||
| 22601 LIBERTY BELL ROAD | CALABASAS | CA | 91302 | NONE | PC | EDUCATION | $1,000 | |
| PASADENA COMMUNITY FOUNDATION | ||||||||
| 301 E COLORADO BOULEVARD SUITE 810 | PASADENA | CA | 91101 | NONE | PC | CIVIC | $25,000 | |
| PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 351 S HUDSON AVENUE | PASADENA | CA | 91109 | NONE | PC | EDUCATION | $3,500 | |
| PASADENA HUMANE SOCIETY | ||||||||
| 361 S RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | HUMANITARIAN | $4,150 | |
| PERUVIAN HEARTS | ||||||||
| 24918 GENESEE TRAIL ROAD | GOLDEN | CO | 80401 | NONE | PC | HUMANITARIAN | $1,000 | |
| PHILADELPHIA SUNS INC | ||||||||
| 1018 WINTER STREET | PHILADELPHIA | PA | 19107 | NONE | PC | HUMANITARIAN | $250 | |
| PLANNED PARENTHOOD OF PASADENA | ||||||||
| 2333 LAKE AVENUE 2ND FLOOR | ALTADENA | CA | 91001 | NONE | PC | HUMANITARIAN | $400 | |
| PLUMBERS LOCAL 200 SCHOLARSHIP FUND | ||||||||
| 2123 5TH AVENUE | RONKONKOMA | NY | 11779 | NONE | PC | EDUCATION | $300 | |
| PTA NEW YORK CONGRESS MS104 | ||||||||
| 330 E 21ST STREET | NEW YORK | NY | 10010 | NONE | PC | EDUCATION | $250 | |
| RAMONA CONVENT SECONDARY SCHOOL | ||||||||
| 1701 WEST RAMONA ROAD | ALHAMBRA | CA | 91803 | NONE | PC | EDUCATION | $400 | |
| REDONDO BEACH EDUCATIONAL FOUNDATION | ||||||||
| 409 N PACIFIC COAST HIGHWAY SUITE | REDONDO BEACH | CA | 90277 | NONE | PC | EDUCATION | $500 | 310 |
| REIGNITE HOPE | ||||||||
| 2074 STONEWOOD COURT | SAN PEDRO | CA | 90732 | NONE | PC | HUMANITARIAN | $1,000 | |
| ROSE CITY CRYSTALS | ||||||||
| 27114 CHERRY WILLOW DRIVE | CANYON COUNTRY | CA | 91387 | NONE | PC | HUMANITARIAN | $116 | |
| SACRED HEART SCHOOLS ATHERTON | ||||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | NONE | PC | EDUCATION | $500 | |
| SAINT MARKS SCHOOL | ||||||||
| 1050 EAST ALTADENA DRIVE | ALTADENA | CA | 91001 | NONE | PC | EDUCATION | $450 | |
| SAINT PHILIP THE APOSTLE SCHOOL | ||||||||
| 1363 CORDOVA STREET | PASADENA | CA | 91106 | NONE | PC | EDUCATION | $1,500 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | HUMANITARIAN | $200 | |
| SAN MARINO SCHOOLS FOUNDATION | ||||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | NONE | PC | EDUCATION | $3,500 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HIGHWAY E 400 | FAIRFIELD | CT | 06825 | NONE | PC | HUMANITARIAN | $150 | |
| SCHOOL ON WHEELS INC | ||||||||
| PO BOX 23371 | VENTURA | CA | 93002 | NONE | PC | EDUCATION | $1,000 | |
| SIERRA MADRE SEARCH AND RESCUE TEAM | ||||||||
| 1901 STONEHOUSE ROAD | SIERRA MADRE | CA | 91024 | NONE | PC | HUMANITARIAN | $100 | |
| SOUTH PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 1020 EL CENTRO STREET ROOM 3 | SOUTH PASADENA | CA | 91030 | NONE | PC | EDUCATION | $500 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||||
| 474 S RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | CIVIC | $10,000 | |
| SPCA OF TEXAS | ||||||||
| 2400 LONE STAR DRIVE | DALLAS | TX | 75212 | NONE | PC | HUMANITARIAN | $100 | |
| ST DOMINIC SCHOOL | ||||||||
| 2005 MERTON AVENUE | LOS ANGLES | CA | 90041 | NONE | PC | EDUCATION | $338 | |
| ST EDMUNDS NURSERY SCHOOL | ||||||||
| PO BOX 80038 1175 SAN GABRIEL | SAN MARINO | CA | 91108 | NONE | PC | EDUCATION | $250 | BOULEVARD |
| ST FRANCIS HIGH SCHOOL | ||||||||
| 200 FOOTHILL BOULEVARD | LA CANADA | CA | 91011 | NONE | PC | HEALTH SERVICES | $1,000 | |
| ST LUKE CATHOLIC CHURCH | ||||||||
| 5605 CLOVERLY AVENUE | TEMPLE CITY | CA | 91780 | NONE | PC | RELIGIOUS | $1,484 | |
| ST MARYS ARMENIAN APOSTOLIC CHURCH | ||||||||
| 1200 CARLTON DRIVE | GLENDALE | CA | 91205 | NONE | PC | EDUCATION | $250 | |
| ST PHILIP THE APOSTLE CHURCH | ||||||||
| 151 S HILL AVENUE | PASADENA | CA | 91106 | NONE | PC | RELIGIOUS | $1,380 | |
| ST RITA CHURCHSCHOOL | ||||||||
| 318 N BALDWIN AVENUE | SIERRA MADRE | CA | 91024 | NONE | PC | EDUCATION | $375 | |
| STJUDE HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | HEALTH SERVICES | $100 | |
| STALLIONS BASEBALL CLUB | ||||||||
| 10437 KING COE LANE | STRONGSVILLE | OH | 44149 | NONE | PC | HUMANITARIAN | $200 | |
| STRENGTHEN ORLANDO INC | ||||||||
| ONEORLANDO PO BOX 4990 | ORLANDO | FL | 32802 | NONE | PC | HUMANITARIAN | $500 | |
| SUSAN G KOMEN FOR THE CURE | ||||||||
| 1500 SW 1ST AVENUE SUITE 270 | PORTLAND | OR | 97201 | NONE | PC | HEALTH SERVICES | $200 | |
| TAZZY ANIMAL RESCUE FUND INC | ||||||||
| 2833 N FREDERIC STREET | BURBANK | CA | 91504 | NONE | PC | HUMANITARIAN | $350 | |
| TEXAS DIAPER BANK | ||||||||
| 5415 BANDERA ROAD SUITE 504 | SAN ANTONIO | TX | 78238 | NONE | PC | HUMANITARIAN | $103 | |
| THE BROOKE JACKMAN FOUNDATION INC | ||||||||
| PO BOX 354 | MILL NECK | NY | 11765 | NONE | PC | HUMANITARIAN | $250 | |
| THE GARDEN COOPERATIVE NURSERY SCHOOL | ||||||||
| 3602 EAGLE ROCK BOULEVARD | LOS ANGELES | CA | 90065 | NONE | PC | EDUCATION | $1,000 | |
| THE MUSIC CENTER | ||||||||
| PO BOX 849743 | LOS ANGELES | CA | 90084 | NONE | PC | CULTURAL | $1,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | EDUCATION | $33,600 | |
| TOY BOX CONNECTION | ||||||||
| PO BOX 1146 | ORLAND PARK | IL | 60462 | NONE | PC | HUMANITARIAN | $500 | |
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | HUMANITARIAN | $1,600 | |
| UNION SPORTSMEN'S ALLIANCE | ||||||||
| 235 NOAH DRIVE SUITE 200 | FRANKLIN | TN | 37064 | NONE | PC | HUMANITARIAN | $500 | |
| UNION STATION HOMELESS SERVICES | ||||||||
| 825 E ORANGE GROVE BOULEVARD | PASADENA | CA | 91104 | NONE | PC | HUMANITARIAN | $1,950 | |
| UNITED SKATES SYNCHRONIZED TEAM ASSOCATION | ||||||||
| 3039 E 1ST | LONG BEACH | CA | 90803 | NONE | PC | HUMANITARIAN | $1,000 | |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||||
| GIFTS ADMINISTRATION | SANTA BARBARA | CA | 98106 | NONE | PC | EDUCATION | $900 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | NONE | PC | EDUCATION | $1,000 | |
| UNIVERSITY OF FLORIDA FOUNDATION | ||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | PC | EDUCATION | $1,000 | |
| USC | ||||||||
| UNIVERSITY PARK CAMPUS ADMN 160 | LOS ANGELES | CA | 90084 | NONE | PC | EDUCATION | $1,110 | MC4017 |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PC | EDUCATION | $500 | |
| WEST CREEK ACADEMY PTA | ||||||||
| 28767 WEST HILLS DRIVE | SANTA CLARITA | CA | 91354 | NONE | PC | EDUCATION | $500 | |
| WESTRIDGE SCHOOL | ||||||||
| 324 MADELINE DRIVE | PASADENA | CA | 91105 | NONE | PC | EDUCATION | $550 | |
| WILSON MIDDLE SCHOOL PTSA | ||||||||
| 1221 MONTEREY ROAD | GLENDALE | CA | 91206 | NONE | PC | EDUCATION | $250 | |
| WOMEN IN INSTITUTIONAL INVESTMENTS NETWORK | ||||||||
| 11041 SANTA MONICA BOULEVARD 625 | LOS ANGELES | CA | 90025 | NONE | PC | EDUCATION | $5,000 | |
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | HUMANITARIAN | $605 | |
| WORLD WILDLIFE FUND INC | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | HUMANITARIAN | $1,700 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | EDUCATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,070,976 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,003 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,003 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN ASSET MANAGEMENT COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,162,110 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,225 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,225 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(3): | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE YEAR ENDED MARCH 31, 2018 THE FOUNDATION ACCEPTED ADMINISTRATIVE SERVICES AND USE OF OFFICE FACILITIES FROM A "DISQUALIFIED PERSON". SUCH SERVICES AND FACILITIES WERE PROVIDED WITHOUT CHARGE TO THE FOUNDATION AND WERE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3), WHICH SATISFIES AN EXCEPTION PROVIDED UNDER REGULATION SECTION 53.4941(D)-3 AND IRC SECTION 4941(D)(2)(C). | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $29 | $0 | $0 | $0 |
| FILING FEE | $60 | $0 | $0 | $60 |