WASSERMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WASSERMAN FOUNDATION (EIN 95-6038762)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202533199349101188
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- 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 | 2025-11-15T18:00:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | LA WILDFIRE-DR-4856-CA | DisasterReliefTxt |
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 | 2024-01-01 | 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 | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 6262435100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,748,925 | 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 | $1,811,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,547,154 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,857,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,618,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,639,175 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $188,843 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,732,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,375,172 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $560,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $118,333 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $441,667 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $102,548 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,513 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $98,035 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,959 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,959 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,014 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,507 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,507 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,057,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $832,948 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $225,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,985 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,399 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,985 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,280 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,280 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $162,012 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $162,012 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,001,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,011,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,012,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,681,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,681,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,683,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,011,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,693,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,950,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,363,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $776,236 | CashBOYAmt |
| Cash EOY | $287,560 | CashEOYAmt |
| Cash EOYFMV | $287,560 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,765,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,419,148 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,419,148 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $45,230,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,990,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,990,531 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,714,060 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,929,791 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,929,791 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $61,283,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,051,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,051,895 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $70,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $124,839,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,748,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,748,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $124,839,898 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $113,748,925 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,839,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,748,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,839,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,748,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,839,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,950,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $859,871 | OtherIncreasesAmt |
| Subtotal | $113,748,925 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $113,748,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,885,100 | $5,825,625 | $59,475 | $59,475 |
| PUBLICLY TRADED SECURITIES | P | $13,060,392 | $11,654,773 | $1,405,619 | $1,405,619 |
| CENTERVIEW CAPITAL | P | $0 | $498,596 | -$498,596 | -$498,596 |
| CAPITAL GAIN DIVIDENDS | P | $22,845 | |||
| CAPITAL GAIN DIVIDENDS | P | $22,845 | |||
| CAPITAL GAIN DIVIDENDS | P | $22,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,639,175 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,852 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,852 | SubtotalAmt |
| Tax Based On Investment Income | $32,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,345 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $53,345 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,493 | OverpaymentAmt |
| Applied To ES Tax | $20,493 | 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 (7 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 |
| EMMET WASSERMAN | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | VICE PRESIDENT | 0.0 | $0 | $0 | $0 |
| STELLA WASSERMAN | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | VICE PRESIDENT | 0.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RICA RODMAN | ||||||||
| 10900 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90024 | EXECUTIVE DIRECTOR | 40.0 | $355,000 | $13,540 | $0 |
| CHLOE SWENSON | ||||||||
| 10900 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90024 | COORDINATOR | 40.0 | $72,500 | $7,517 | $0 |
| TRACY LONG | ||||||||
| 10900 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90024 | ACCOUNTANT | 40.0 | $132,500 | $11,485 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLARD STREET PARTNERS | |||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | ACCOUNTING/ADVISORY | $390,000 |
| JP MORGAN | |||||
| 2029 CENTURY PARK EAST 3900 | LOS ANGELES | CA | 90067 | INVEST. MANAGEMENT | $106,214 |
| BDT CAPITAL | |||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | INVEST. MANAGEMENT | $494,786 |
| NEW YORK CARES | |||||
| 39 BROADWAY 27TH FLOOR | NEW YORK | NY | 10006 | PROJECT MANAGEMENT | $95,000 |
| 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 | $68,370,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,324,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,376,982 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,072,595 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,072,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,786,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $117,286,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,864,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,864,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,852 | TotalTaxAmt |
| Distributable Before Adj | $5,831,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,831,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,831,473 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,693,915 | 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 | $14,693,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,831,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,544,223 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,674,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,112,108 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,356,825 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,362,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,049,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,693,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,831,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,862,442 | RemainingDistriFromCorpusAmt |
| Total Corpus | $40,912,068 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,544,223 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,367,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,674,379 | ExcessFromYear4Amt |
| Excess From Year3 | $5,112,108 | ExcessFromYear3Amt |
| Excess From Year2 | $6,356,825 | ExcessFromYear2Amt |
| Excess From Year1 | $8,362,091 | ExcessFromYear1Amt |
| Excess From Current Year | $8,862,442 | 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 (197 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 42 Analytics Educational Inc | |||||||
| 310 Grove Street | Wellesley | MA | 02482 | N/A | PC | 2024 MIT Summit | $60,000 |
| A Place Called Home | |||||||
| 2830 S Central Ave | Los Angeles | CA | 90011 | N/A | PC | 2024 Girl Power Awards | $25,000 |
| Academy Museum Foundation | |||||||
| 8949 Wilshire Blvd | Beverly Hills | CA | 90211 | N/A | SO I | GENERAL OPERATING SUPPORT | $250,000 |
| ACLU Foundation of Southern California | |||||||
| 1313 W 8th St 200 | Los Angeles | CA | 90017 | N/A | PC | 2024 Bill of Rights Awards | $15,000 |
| Advocates for Children of New York | |||||||
| 151 West 30th Street 5th Floor | New York | NY | 10001 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Adys Army | |||||||
| 5326 Harvest Ridge Lane | Birmingham | AL | 35242 | N/A | PC | 2024 Art Auction | $25,000 |
| Alex Highsmith Family Foundation | |||||||
| 681 Grey Squirrel Dr | Wilmington | NC | 28409 | N/A | PC | 2024 Charitable Initiatives | $2,500 |
| Alliance for Childrens Rights | |||||||
| 4525 Wilshire Blvd Suite 150 | Los Angeles | CA | 90010 | N/A | PC | 2024 Champions for Children Event | $10,000 |
| American Friends of the Hebrew University Inc | |||||||
| 199 Water Street 11th Floor | New York | NY | 10038 | N/A | PC | Bel Air Affaire | $25,000 |
| American Junior Golf Association | |||||||
| 1980 Sports Club Drive | Braselton | GA | 30517 | N/A | PC | 2024 Nelly Invitational | $6,000 |
| Angel City Alliance | |||||||
| 6060 Center Drive 10th Floor 17 | Los Angeles | CA | 90045 | N/A | PC | 2024 Angel City Games | $10,000 |
| Angel City Alliance | |||||||
| 6060 Center Drive 10th Floor 17 | Los Angeles | CA | 90045 | N/A | PC | 2024 Annual Gala | $5,000 |
| Arms of Hope | |||||||
| 21300 State Hwy 16 North | Medina | TX | 78055 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Arnold and Winnie Palmer Foundation Inc | |||||||
| 9000 Bay Hill Blvd | Orlando | FL | 32819 | N/A | PC | Arnold Palmer Legacy Experience | $5,000 |
| Art Production Fund Inc | |||||||
| 954 Lexington Avenue 2076 | New York | NY | 10021 | N/A | PC | 2024 Gala | $2,080 |
| AVDA | |||||||
| 1001 Texas Ave Suite 600 | Houston | TX | 77002 | N/A | PC | 2nd Annual New Beginnings Luncheon | $2,500 |
| Backline Care Inc | |||||||
| PO Box 13511 | Portland | OR | 97213 | N/A | PC | General Operating Support | $10,000 |
| Begin Again Foundation | |||||||
| 2059 George Mason Dr | Virginia Beach | VA | 23456 | N/A | PC | 2024 Gala and Golf Tournament | $14,000 |
| Best Buddies International Inc | |||||||
| 11500 W Olympic Blvd Suite 430 | Los Angeles | CA | 90064 | N/A | PC | Brillstein Donation Match | $3,155 |
| Bill Hillary & Chelsea Clinton Foundation | |||||||
| 1200 President Clinton Avenue | Little Rock | AR | 72201 | N/A | PC | ENDOWMENT | $500,000 |
| Birthright Israel Foundation | |||||||
| PO Box 21615 | New York | NY | 10087 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Black Music Action Coalition Inc | |||||||
| 55 Music Square W 2nd Fl | Nashville | TN | 37203 | N/A | PC | 2024 Annual Gala | $50,000 |
| Black Music Action Coalition Inc | |||||||
| 55 Music Square W 2nd Fl | Nashville | TN | 37203 | N/A | PC | Music Maker Guaranteed Income and Mentorship Progr | $25,000 |
| Boys and Girls Club of Metro Los Angeles | |||||||
| 800 S Figueroa Street | Los Angeles | CA | 90017 | N/A | PC | 2024 Dream Builders Gala | $5,000 |
| Breast Cancer Research Foundation | |||||||
| 28 West 44th Street Suite 609 | New York | NY | 10036 | N/A | PC | Women's Cancer Research Fund | $10,000 |
| Brentwood School | |||||||
| 100 S Barrington Place | Los Angeles | CA | 90049 | N/A | PC | Even Better Capital Campaign | $250,000 |
| Cedars-Sinai Health System | |||||||
| 8700 Beverly Blvd | Los Angeles | CA | 90048 | N/A | PC | Sunset Soiree | $25,000 |
| Center for Early Education | |||||||
| 563 N Alfred St | West Hollywood | CA | 90048 | N/A | PC | Night Night, Midnight Soiree | $3,500 |
| Champions of the Community Inc | |||||||
| 6085 Memorial Drive | Dublin | OH | 43017 | N/A | PC | Nationwide Children?s Championship | $90,000 |
| Charley Hoffman Foundation | |||||||
| 3914 Murphy Canyon Rd 170A | San Diego | CA | 92123 | N/A | PC | 2025 January Pro-Am | $16,000 |
| Charlottesville Area Community Foundation | |||||||
| PO Box 1767 410 E Water Street | Charlottesville | VA | 22902 | N/A | PC | Soulshine Benefit Concert | $25,000 |
| Chicago Youth Programs Inc | |||||||
| 5350 S Prairie Ave | Chicago | IL | 60615 | N/A | PC | 2024 Wasserman Serve Day | $1,405 |
| Choose Chicago Foundation | |||||||
| 301 E Cermak Rd | Chicago | IL | 60616 | N/A | PC | Hospitality & Tourism Initiatives | $1,000,000 |
| City of Hope | |||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | N/A | PC | 2024 Spirit of Life Gala | $250,000 |
| City of Hope | |||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | N/A | PC | 2024 Music Trivia Bowl | $10,000 |
| City of Hope | |||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | N/A | PC | Ride with Josh 2024 - Team Shivers | $5,000 |
| College Now Greater Cleveland Inc | |||||||
| 1500 West Third Street Suite 125 | Cleveland | OH | 44113 | N/A | PC | Wasserman Scholarship Fund supporting 2 Cleveland | $100,000 |
| Community Coalition for Substance Abuse & Treatmen | |||||||
| 8101 S Vermont Avenue | Los Angeles | CA | 90044 | N/A | PC | People, Progress, Power Awards | $10,000 |
| Crohn's and Colitis Foundation | |||||||
| 120 Broadway Suite 1050A | New York | NY | 10271 | N/A | PC | NYC Take Steps | $2,500 |
| Delta Gamma Foundation | |||||||
| 639 W 28th Street | Los Angeles | CA | 90007 | N/A | PC | 2024 Anchor Bowl - Apple Diamond | $1,000 |
| Dont Ever Give Up Inc | |||||||
| 1290 North Palm Avenue Suite 107 | Sarasota | FL | 34236 | N/A | PC | 2024 Dick Vitale Gala | $12,500 |
| Downtown Works | |||||||
| 626 Wilshire Boulevard Suite 850 | Los Angeles | CA | 90017 | N/A | PC | General Operating Support | $5,000 |
| Education Reform Now Inc | |||||||
| 276 5th Avenue Suite 704 915 | New York | NY | 10001 | N/A | PC | 2024 Kenny Smith Charity Poker Tournament | $30,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr 338 | Beverly Hills | CA | 90121 | N/A | PC | pgLang Community Project | $200,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr 338 | Beverly Hills | CA | 90121 | N/A | PC | Alex Morgan Foundation December soccer camp | $61,500 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr 338 | Beverly Hills | CA | 90121 | N/A | PC | Wasatch | $50,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr 338 | Beverly Hills | CA | 90121 | N/A | PC | Holland Bloorview Kids Rehabilitation Hospital Fou | $22,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr 338 | Beverly Hills | CA | 90121 | N/A | PC | 2024 Celebration of Confidence | $10,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr 338 | Beverly Hills | CA | 90121 | N/A | PC | Proyecto Cantera | $5,500 |
| Emerald Necklace Conservancy Inc | |||||||
| 350 Jamaicaway | Boston | MA | 02130 | N/A | PC | Wasserman Serve Day 2024 | $2,000 |
| Epidermolysis Bullosa Medical Research Foundation | |||||||
| 2757 Anchor Ave | Los Angeles | CA | 90064 | N/A | PC | 2024 Rock for EB | $50,000 |
| Experience Camps | |||||||
| 136 Main St Suite 206 | Westport | CT | 06880 | N/A | PC | Lee Anderson fundraising | $5,000 |
| Faiyaz Freedom to Breathe Foundation | |||||||
| 108 Sweet Leaf Lane | Mooresville | NC | 28117 | N/A | PC | Event | $10,000 |
| Family Reach Foundation | |||||||
| 142 Berkeley Street 3rd Floor | Boston | MA | 02116 | N/A | PC | 2024 Cooking Live Boston | $12,500 |
| Feeding San Diego | |||||||
| 9477 Waples St 100 | San Diego | CA | 92121 | N/A | PC | Wasserman Serve Day 2024 | $4,000 |
| Feminist Majority Foundation | |||||||
| 433 S Beverly Dr | Beverly Hills | CA | 90212 | N/A | PC | 16th Annual Global Women's Rights Awards | $100,000 |
| Feminist Majority Foundation | |||||||
| 433 S Beverly Dr | Beverly Hills | CA | 90212 | N/A | PC | General Operating Support | $100,000 |
| Fownes Foundation | |||||||
| PO Box 162 | Oakmont | PA | 15139 | N/A | PC | Event Sponsorship - 3 years | $75,000 |
| Friends of the Los Angeles Free Clinic | |||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | N/A | PC | Saban Community Clinic 48th Annual Dinner Gala | $5,000 |
| Fundacion Jose La Makina Berrios Inc | |||||||
| PO Box 801469 | Coto Laurel | PR | 00780 | N/A | PC | General Operating Support | $50,000 |
| Garden of Dreams Foundation | |||||||
| 2 Penn Plaza 15th Floor | New York | NY | 10121 | N/A | PC | Garden of Laughs event | $12,000 |
| Georgetown Basketball Club Inc | |||||||
| 2421 Members Way | Lexington | KY | 40504 | N/A | PC | Youth Football Camp 6/28/2024 | $3,000 |
| Getty House Foundation | |||||||
| 605 S Irving Blvd | Los Angeles | CA | 90005 | N/A | PC | General Operating Support | $25,000 |
| GLSEN Inc | |||||||
| 244 Madison Ave 108 | New York | NY | 10016 | N/A | PC | 2024 Respect Awards | $5,000 |
| God's Love We Deliver Inc | |||||||
| 166 Avenue of the Americas | New York | NY | 10013 | N/A | PC | Young Hearts Friends Fest: Valentine?s Party | $10,000 |
| Golden Isles Leadership Foundation Inc | |||||||
| 1508 Bay St | Brunswick | GA | 31520 | N/A | PC | 2024 Pappy Cup | $10,000 |
| Grammy Museum Foundation Inc | |||||||
| 800 W Olympic Blvd | Los Angeles | CA | 90015 | N/A | PC | American Music Mentorship Program Event | $25,000 |
| Hampton Classic Horse Show Inc | |||||||
| PO Box 3013 | Bridgehampton | NY | 11932 | N/A | PC | Donation | $21,500 |
| Hanson House Foundation Inc | |||||||
| 380 E Paseo El Mirador | Palm Springs | CA | 92260 | N/A | PC | General Operating Support | $25,000 |
| Harlem Junior Tennis and Education Program Inc | |||||||
| 40 West 143rd St | New York | NY | 10037 | N/A | PC | 2024 Gala | $5,000 |
| Harlem School of the Arts | |||||||
| 645 St Nicholas Ave | New York | NY | 10030 | N/A | PC | The Jacqueline and Clarence Avant Scholarship Fund | $100,000 |
| Heart of Los Angeles Youth Inc | |||||||
| 2701 Wilshire Blvd Suite 100 | Los Angeles | CA | 90057 | N/A | PC | 2024 Celebration of the Heart Event | $25,000 |
| Hollyrod Foundation | |||||||
| 2934 Beverly Glen Circle 509 | Los Angeles | CA | 90077 | N/A | PC | Design Care 26th Anniversary Event | $20,000 |
| Holt Brothers Foundation Inc | |||||||
| 421 Fayetteville Street Suite 1300 | Raleigh | NC | 27601 | N/A | PC | 2024 Flag Football and Cornhole Tournament | $5,000 |
| Holt Brothers Foundation Inc | |||||||
| 421 Fayetteville Street Suite 1300 | Raleigh | NC | 27601 | N/A | PC | 2024 Fundraiser | $1,500 |
| House of Blues Music Forward Foundation | |||||||
| 9348 Civic Center Drive | Beverly Hills | CA | 90210 | N/A | PC | 2024 Femme It Forward Show Give Her Flowers Awards | $25,000 |
| Humane Society of Austin and Travis County | |||||||
| 124 W Anderson Ln | Austin | TX | 78752 | N/A | PC | Wasserman Serve Day 2024 | $500 |
| Ian Walsh Menehune Mayhem Foundation | |||||||
| PO Box 81624 | Haiku | HI | 96708 | N/A | PC | 2024 May Surf Contest | $2,500 |
| International Community Foundation | |||||||
| 2505 N Avenue | National City | CA | 91950 | N/A | PC | This Is About Humanity 6th Annual Soiree | $5,000 |
| Israel Emergency Alliance | |||||||
| PO BOX 34122 | Los Angeles | CA | 90034 | N/A | PC | Ambassadors for Peace Event on Sept. 24, 2024 | $25,000 |
| James Madison University Foundation Inc | |||||||
| 261 Bluestone Drive Room Suite 35 | Harrisonburg | VA | 22807 | N/A | PC | 21st Annual Le Gourmet | $3,000 |
| JDRF International | |||||||
| PO Box 5044 | Hagerstown | MD | 21741 | N/A | PC | GNYC Chapter - 39th Golf Classic | $10,000 |
| Jewish Community Center on the Palisades | |||||||
| 411 E Clinton Ave | Tenafly | NJ | 07670 | N/A | PC | 2024 Sport Night of Champions | $5,000 |
| Jewish Family Service of Los Angeles | |||||||
| 330 N Fairfax Avenue | Los Angeles | CA | 90036 | N/A | PC | 31st Annual Gala | $25,000 |
| John Ritter Foundation for Aortic Health | |||||||
| 11901 Santa Monica Blvd 410 | Los Angeles | CA | 90025 | N/A | PC | May 9, 2024, Event | $2,500 |
| Jonsson Cancer Center Foundation - UCLA | |||||||
| 10833 Le Conte Ave | Los Angeles | CA | 90024 | N/A | PC | In Memory of Aerin Glaser | $2,500 |
| Jorge M Perez Art Museum of Miami Dade County Inc | |||||||
| 1103 Biscayne Blvd | Miami | FL | 33132 | N/A | PC | PAMM Fund for Black Art | $50,000 |
| Joy in Childhood Foundation Inc | |||||||
| 130 Royall Street | Canton | MA | 02021 | N/A | PC | 2024 Manhattan Gala | $20,000 |
| Joy in Childhood Foundation Inc | |||||||
| 130 Royall Street | Canton | MA | 02021 | N/A | PC | Northeast Gala | $15,000 |
| Jsizzles Foundation | |||||||
| 1011 E Jefferson St | Orlando | FL | 32801 | N/A | PC | General Operating Funds | $10,000 |
| Juglife Foundation Inc | |||||||
| 8717 Aviation Blvd | Inglewood | CA | 90301 | N/A | PC | 2024 Charity Softball Game | $20,000 |
| LA Family Housing Corporation | |||||||
| 7843 Lankershim Blvd | N Hollywood | CA | 91605 | N/A | PC | 2024 LAFH Awards | $10,000 |
| LA-Aretz | |||||||
| 2 Blue Slip | Brooklyn | NY | 11222 | N/A | PC | Nova Festival Exhibition USA | $250,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Building LACMA Campaign | $500,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Momentum Campaign | $500,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | General Operating Contribution 2024 | $340,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Art + Film Gala 2024 | $125,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Annual Dues | $100,000 |
| Leadership Music | |||||||
| PO Box 120478 | Nashville | TN | 37212 | N/A | PC | Class of 2025 | $15,000 |
| Leukemia and Lymphoma Society Inc | |||||||
| PO Box 22470 | New York | NY | 10087 | N/A | PC | NYC SVOY - Story Diamond | $1,000 |
| Los Angeles Alliance for a New Economy | |||||||
| 464 Lucas Avenue Suite 202 | Los Angeles | CA | 90017 | N/A | PC | May 10, 2024, Event | $1,800 |
| Los Angeles Brotherhood Crusade - Black United Fun | |||||||
| 200 E Slauson Ave | Los Angeles | CA | 90011 | N/A | PC | 2024 African American Achievement Awards | $5,000 |
| Los Angeles Center for Law and Justice | |||||||
| 5301 Whittier Blvd 4th Floor | Los Angeles | CA | 90022 | N/A | PC | 50 Years of Service Event | $15,000 |
| Los Angeles Galaxy Foundation | |||||||
| 18400 Avalon Blvd Suite 200 | Carson | CA | 90746 | N/A | PC | 2024 Galaxy Foundation Golf Tournament Program | $4,500 |
| Los Angeles Police Foundation | |||||||
| 633 West 5th Street Suite 1210 | Los Angeles | CA | 90071 | N/A | PC | Chief Moore Farewell | $10,000 |
| Los Angeles Rams Foundation | |||||||
| 29899 Agoura Rd Ste 210 | Agoura Hills | CA | 91301 | N/A | PC | Kickoff for Charity 2024 | $10,000 |
| March of Dimes Inc | |||||||
| 515 Madison Avenue 30th Floor | New York | NY | 10022 | N/A | PC | Annual Sports Luncheon | $100,000 |
| Marked As Winners Foundation | |||||||
| 13504 Shady Knoll Dr | Eastvale | CA | 92880 | N/A | PC | Youth Football Camp | $10,000 |
| Maxx Crosby Foundation | |||||||
| 2239 Chatsworth Ct | Henderson | NV | 89074 | N/A | PC | Maxx Crosby Gala | $5,000 |
| Me2U Outreach | |||||||
| 4535 West 171st Street | Lawndale | CA | 90260 | N/A | PC | General Operating Funds | $10,000 |
| Meharry Medical College | |||||||
| 1005 Dr DB Todd Jr Blvd | Nashville | TN | 37208 | N/A | PC | In Honor of Dr. Samuel W. Williams, Class of 1964 | $1,000 |
| Mia Hamm Foundation | |||||||
| 5315 Highgate Drive Suite 204 | Durham | NC | 27713 | N/A | PC | Annual Golf Classic | $5,000 |
| Minneapolis Foundation | |||||||
| 800 IDS Center 80 S Eighth St | Minneapolis | MN | 55402 | N/A | PC | The Larry Fitzgerald Foundation ID#11584 - Fitz's | $10,000 |
| Morgan Pressel Foundation Inc | |||||||
| PO Box 480157 | Delray Beach | FL | 33448 | N/A | PC | 17th Annual Morgan and Friends Tournament | $10,000 |
| Motorsports Charities Inc | |||||||
| One Daytona Blvd | Daytona Beach | FL | 32114 | N/A | PC | Wasserman Serve Day 2024 | $5,000 |
| MS4MS | |||||||
| PO Box 511 | Arnold | MD | 21012 | N/A | PC | DunkMS | $5,000 |
| Musicians on Call Inc | |||||||
| 618 Grassmere Park Ste 1 | Nashville | TN | 37211 | N/A | PC | 25th Anniversary Event | $20,000 |
| Music's Promise Inc | |||||||
| 45 Main St Suite 712 | Brooklyn | NY | 11201 | N/A | PC | 2024 Unplugged and Uncorked | $15,000 |
| Music's Promise Inc | |||||||
| 45 Main St Suite 712 | Brooklyn | NY | 11201 | N/A | PC | 2024 Oak View Theatre Alliance Gala | $10,000 |
| National Kidney Foundation Inc | |||||||
| 220 Montgomery Suite 1041 | San Francisco | CA | 94104 | N/A | PC | Annual Donation | $12,500 |
| National Multiple Sclerosis Society | |||||||
| 2610 Wycliff Road Suite 101 | Raleigh | NC | 27607 | N/A | PC | 2024 Stream to End MS | $2,500 |
| National Pediatric Cancer Foundation Inc | |||||||
| 5550 W Executive Drive Suite 200 | Tampa | FL | 33609 | N/A | PC | 2024 Fashion Show | $10,000 |
| National Pediatric Cancer Foundation Inc | |||||||
| 5550 W Executive Drive Suite 200 | Tampa | FL | 33609 | N/A | PC | Cut and Color Event | $10,000 |
| National Sports Media Association Inc | |||||||
| PO Box 5394 | WinstonSalem | NC | 27113 | N/A | PC | 64th Annual NSMA Awards Weekend and National Conve | $800 |
| Nationwide Children's Hospital Foundation | |||||||
| PO Box 16810 | Columbus | OH | 43216 | N/A | PC | 2024 Legends Luncheon | $9,500 |
| NCGA Foundation | |||||||
| 30 Ragsdale Drive Suite 201 | Monterey | CA | 93940 | N/A | PC | 2024 Youth on Course Vantage Cup Pincus | $15,000 |
| NCGA Foundation | |||||||
| 30 Ragsdale Drive Suite 201 | Monterey | CA | 93940 | N/A | PC | Barry Hyde 100 Hole Hike | $10,000 |
| New York University | |||||||
| 547 LaGuardia Pl | New York | NY | 10012 | N/A | PC | 2024 Tisch Gala | $50,000 |
| Ohio Phenom Academy | |||||||
| 3040 Wicker St NE | Canton | OH | 44721 | N/A | PC | General Operating Funds | $10,000 |
| Ohio State University Foundation | |||||||
| 14 East 15th Ave | Columbus | OH | 43201 | N/A | PC | Brighter Days Invitational | $15,750 |
| Oklahoma State University Foundation | |||||||
| 1800 South Memorial Dr | Stillwater | OK | 74074 | N/A | PC | Men's Golf | $10,000 |
| Omega Institute for Holistic Studies Inc | |||||||
| 150 Lake Drive | Rhinebeck | NY | 12572 | N/A | PC | BIPOC Scholarships | $15,000 |
| Open Door Sports Inc | |||||||
| 9519 W Stanhope Rd | Kensington | MD | 20895 | N/A | PC | Madison J. Smith Memorial Golf Tournament | $6,200 |
| Operation Graduation | |||||||
| 15000 Trojan Street | Detroit | MI | 48235 | N/A | PC | Jalen Rose Leadership Academy Celebrity Golf Class | $5,000 |
| Pablove Foundation Inc | |||||||
| 7119 W Sunset Blvd 993 | Los Angeles | CA | 90046 | N/A | PC | Jeff Castelaz and Pablove Across America 2024 | $2,500 |
| Partnership for Los Angeles Schools | |||||||
| 1055 Wilshire Blvd Suite 1850 | Los Angeles | CA | 90017 | N/A | PC | Theodore Roosevelt High School - Serve Day 2024 | $15,000 |
| Players Philanthropy Fund | |||||||
| 1122 Kenilworth Dr Ste 307 | Towson | MD | 21204 | N/A | PC | Be Authentic Foundation | $1,000 |
| Porters Call | |||||||
| 228 2nd Ave S | Franklin | TN | 37064 | N/A | PC | 15th Annual Evening of Stories Event | $5,000 |
| Prizmah Center for Jewish Day Schools Inc | |||||||
| 254 W 54th St 11th Fl | New York | NY | 10019 | N/A | PC | Multi-Year: Partnership for Jewish Schools, Lira W | $25,000 |
| Puppies and Golf Inc | |||||||
| 841 E Fort Avenue 155 | Baltimore | MD | 21230 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| Rally Foundation Inc | |||||||
| 5775 Glenridge Dr Bldg B Suite 3 | Atlanta | GA | 30328 | N/A | PC | 2024 Benefit Bash | $10,000 |
| Renaissance Charitable Foundation Inc | |||||||
| 8910 Purdue Rd Suite 555 | Indianapolis | IN | 46268 | N/A | PC | I AM GIFTED Foundation | $3,000 |
| Renewing Life Center | |||||||
| 3243 E Warm Springs Road | Las Vegas | NV | 89120 | N/A | PC | General Operating Support | $5,000 |
| San Antonio Food Bank Inc | |||||||
| 1620 S Seguin Ave | New Braunfels | TX | 78130 | N/A | PC | New Braunfels Food Bank for General Operating Supp | $10,000 |
| Save the Music Foundation | |||||||
| 1515 Broadway Floor 26 | New York | NY | 10036 | N/A | PC | Hometown to Hometown Event | $15,000 |
| Scott and Kim Verplank Foundation | |||||||
| 2401 Tee Circle 109 | Norman | OK | 73069 | N/A | PC | Verplank Invitational | $15,000 |
| Shays Warriors | |||||||
| 42-215 Washington Street Suite A38 | Palm Desert | CA | 92211 | N/A | PC | General Operating Support | $25,000 |
| She Ready Foundation | |||||||
| 3727 W Magnolia Blvd Ste 807 | Burbank | CA | 91505 | N/A | PC | 2024 She Ready Prom | $25,000 |
| Shooting Touch Inc | |||||||
| 65 Sprague St East Building 2nd F | Hyde Park | MA | 02136 | N/A | PC | General Operating Support | $5,000 |
| Social Impact Fund | |||||||
| 750 West 7th Street PO Box 811026 | Los Angeles | CA | 90081 | N/A | PC | Scout Bassett Fund | $10,000 |
| Social Justice Learning Institute | |||||||
| 600 Centinela Ave | Inglewood | CA | 90302 | N/A | PC | Wondalunch in LA Event | $15,000 |
| Southern California Jewish Sports Hall of Fame | |||||||
| PO Box 6697 | Beverly Hills | CA | 90212 | N/A | PC | 22nd Induction Ceremony | $2,000 |
| Spokane Valley HUB | |||||||
| PO Box 604 | Greenacres | WA | 99016 | N/A | PC | 2024 Nigel Williams-Goss Basketball Skills Camp | $2,500 |
| Step Up Womens Network | |||||||
| 510 South Hewitt Street 111 | Los Angeles | CA | 90013 | N/A | PC | Chicago Inspiration Awards | $10,000 |
| Stern Grove Festival Association | |||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | N/A | PC | General Operating Support | $10,000 |
| Summer Camp Opportunities Promote Education Inc | |||||||
| 275 Madison Avenue Suite 2110 | New York | NY | 10016 | N/A | PC | General Operating Support | $25,000 |
| SVG Sports Broadcasting Fund | |||||||
| 19 West 21st St Suite 301 | New York | NY | 10010 | N/A | PC | Sports Broadcasting Hall of Fame Event | $7,500 |
| The 43 Institute | |||||||
| 1776 Park Ave 4-426 | Park City | UT | 84060 | N/A | PC | First Annual Block Party and Fundraiser | $4,300 |
| The Alex Caruso Foundation | |||||||
| 12657 Alcosta Blvd Suite 500 | San Ramon | CA | 94583 | N/A | PC | The Alex Caruso Foundation Golf Tournament | $10,000 |
| The Elizabeth Taylor Aids Foundation | |||||||
| 245 Fifth Ave | New York | NY | 10016 | N/A | PC | May 8, 2024 Event | $25,000 |
| The Joe Torre Safe at Home Foundation | |||||||
| 55 West 39th Street Suite 600 | New York | NY | 10018 | N/A | PC | 2024 Annual Gala | $25,000 |
| The Joe Torre Safe at Home Foundation | |||||||
| 55 West 39th Street Suite 600 | New York | NY | 10018 | N/A | PC | Annual Golf and Tennis Classic | $5,000 |
| The John Paul Stevens Fellowship Foundation | |||||||
| Three Embarcadero Center 7th Fl | San Francisco | CA | 94111 | N/A | PC | General Operating Support | $45,000 |
| The Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | N/A | PC | 2024 Costume Institute Benefit | $757,000 |
| The Mission Continues | |||||||
| 1141 S 7th St | St Louis | MO | 63104 | N/A | PC | LA Service Platoon | $75,000 |
| The New Festival Inc | |||||||
| 26 3rd St STE 3L | Brooklyn | NY | 11231 | N/A | PC | Programming and Operations | $5,000 |
| The Play Equity Fund | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | N/A | PC | LA84 40th Anniversary Event | $25,000 |
| The Race Foundation | |||||||
| 3363 Chapel Hills Pkwy | Fultondale | AL | 35068 | N/A | PC | Leadership and Skills Camp | $5,000 |
| The SCGA Foundation | |||||||
| 3740 Cahuenga Blvd | Studio City | CA | 91604 | N/A | PC | JM Eagle Youth Day | $15,000 |
| The Seattle Foundation | |||||||
| PO BOX 35146 | Seattle | WA | 98124 | N/A | PC | Ben's Fund | $10,000 |
| The Shed | |||||||
| 423 West 55th Street 7th Floor | New York | NY | 10019 | N/A | PC | The Shed Capital Campaign | $200,000 |
| The Strive Collective Inc | |||||||
| 1634 30th St NE Unit A | Canton | OH | 44714 | N/A | PC | Perinatal Education Center | $10,000 |
| The Tom Coughlin Jay Fund Foundation Inc | |||||||
| PO Box 50798 | Jacksonville Beach | FL | 32240 | N/A | PC | 2024 Champions for Children Gala | $25,000 |
| The University of Texas Foundation | |||||||
| PO Box 7458 | Austin | TX | 78713 | N/A | PC | UT Austin Athletics | $200,000 |
| The West Project | |||||||
| 10986 Melody Rd | Big Oak Valley | CA | 95977 | N/A | PC | 2024 Women of Impact Event | $20,000 |
| TJ Martell Foundation | |||||||
| 2817 West End Ave Ste 126 206 | Nashville | TN | 37203 | N/A | PC | 2025 LA Wine Dinner | $19,480 |
| Travelers Aid of Metropolitan Atlanta | |||||||
| 458 Ponce De Leon Ave NE Building | Atlanta | GA | 30308 | N/A | PC | September Back to School Event | $5,000 |
| Triangle Golf Foundation Inc | |||||||
| 12201 Leesville Rd | Raleigh | NC | 27613 | N/A | PC | Night Fore Champions | $7,000 |
| UCLA Foundation | |||||||
| 2224 Murphy Hall | Los Angeles | CA | 90024 | N/A | PC | UCLA CARES (childhood anxiety, reslience, educatio NECK SURGERY | $2,000,000 |
| UCLA Foundation | |||||||
| 2224 Murphy Hall | Los Angeles | CA | 90024 | N/A | PC | Pauley Pavilion | $1,500,000 |
| UCLA Foundation | |||||||
| 2224 Murphy Hall | Los Angeles | CA | 90024 | N/A | PC | Football/Basketball | $1,500,000 |
| UCLA Foundation | |||||||
| 2224 Murphy Hall | Los Angeles | CA | 90024 | N/A | PC | UCLA Wasserman Term Chair of Innovation in Head & | $200,000 |
| United Charitable | |||||||
| 44921 George Washington Blvd 230 | Ashburn | VA | 20147 | N/A | PC | Sterling Legacy Fund 2025 Women's Power Brunch | $20,000 |
| United Jewish Appeal Federation of Jewish Philanth | |||||||
| 130 East 59th Street Suite 962B | New York | NY | 10022 | N/A | PC | 2024 Sports for Youth Annual Luncheon | $25,000 |
| United Jewish Appeal Federation of Jewish Philanth | |||||||
| 130 East 59th Street Suite 962B | New York | NY | 10022 | N/A | PC | 2024 Music Visionary of the Year | $25,000 |
| United States Equestrian Team Foundation Inc | |||||||
| 1040 Pottersville Road | Gladstone | NJ | 07934 | N/A | PC | General Operating Support | $60,000 |
| United Way of San Antonio and Bexar County | |||||||
| 700 S Alamo St | San Antonio | TX | 78205 | N/A | PC | General Operating Support | $10,000 |
| University of North Carolina Chapel Hill | |||||||
| PO Box 309 | Chapel Hill | NC | 27514 | N/A | PC | 2024 UNC Sports and Entertainment Summit | $7,500 |
| USA Swimming Inc | |||||||
| 1 Olympic Plz | Colorado Springs | CO | 80909 | N/A | PC | 2024 Golden Goggles | $15,000 |
| Utah Sports Commission Foundation | |||||||
| 201 South Main STE 2125 | Salt Lake City | UT | 84111 | N/A | PC | 2024 Utah Championship | $20,000 |
| Vet Voice Foundation Inc | |||||||
| PO Box 11559 | Portland | OR | 97211 | N/A | PC | Vet Voter Turnout Work | $10,000 |
| W O Smith Nashville Community Music School | |||||||
| 1125 8th Avenue S | Nashville | TN | 37203 | N/A | PC | 2024 Smitty Corporate Band Challenge | $1,000 |
| WeFam United Inc | |||||||
| PO Box 3423 | Windermere | FL | 34786 | N/A | PC | Charity Golf Tournament | $5,000 |
| WISE Greater Raleigh | |||||||
| 12405 Pawleys Mill Cir | Raleigh | NC | 27614 | N/A | PC | General Operating Support | $5,000 |
| Womens Guild Cedars Sinai Medical Center | |||||||
| 8631 W 3rd St 240E | Los Angeles | CA | 90048 | N/A | PC | 2024 Enchanted Ball | $10,000 |
| Women's Sports Foundation | |||||||
| 247 West 30th Street 5th Floor | New York | NY | 10001 | N/A | PC | 2024 Salute to Women | $25,000 |
| Worthy of Love | |||||||
| 3722 Hughes Ave 6 | Los Angeles | CA | 90034 | N/A | PC | General Operating Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,681,470 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,811,716 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,857,656 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $63,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,732,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,732,372 | 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 | $67,014 | Amt |
| Net Investment Income | $33,507 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,507 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
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 (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN FD-INST | $1,398,930 | $1,398,930 |
| DODGE & COX INCOME FD | $2,131,916 | $2,131,916 |
| BLCKRCK HI YLD BND PORT-K | $924,783 | $924,783 |
| VANGUARD TOTAL BOND MARKET IND | $4,430,647 | $4,430,647 |
| SCHWAB U.S. TIPS ETF | $0 | $0 |
| ISHARES 7-10 YEAR TREASURY B | $2,043,515 | $2,043,515 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J.P. MORGAN - SEE STATEMENT | $32,390,195 | $32,390,195 |
| WHITEHALL STREET INTERNATIONAL | $10,215 | $10,215 |
| HPS MEZZANINE PRIVATE INVESTOR | $2,467,950 | $2,467,950 |
| HPS MEZZANINE PRIVATE INVESTOR | $39,825 | $39,825 |
| PEG CHINA PRIVATE INVESTOR | $25,799 | $25,799 |
| HPS CORE SENIOR LENDING OFFSHO | $759,624 | $759,624 |
| J.P. MORGAN - SEE STATEMENT | $2,110,070 | $2,110,070 |
| CRP VIII (CARLYLE) PRIVATE | $1,306,299 | $1,306,299 |
| HPS MEZZANINE PRIVATE INVESTOR | $1,673,463 | $1,673,463 |
| APOLLO EPF III PRIVATE INVEST | $726,488 | $726,488 |
| ASF VIII INFRASTRUCTURE PRIVAT | $924,080 | $924,080 |
| ORBIMED ROYALTIES III PRIVATE | $868,983 | $868,983 |
| COATUE GROWTH PRIVATE INVESTOR | $1,657,645 | $1,657,645 |
| EQT INFRASTRUCTURE V PRIVATE | $1,029,895 | $1,029,895 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GRE II PRIVATE INVESTORS, LLC | FMV | $3,166,543 | $3,166,543 |
| TURNER HEALTHCARE FACILITIES | FMV | $1,345,349 | $1,345,349 |
| BDT CAPITAL PARTNERS FUND 3 (T | FMV | $19,481,985 | $19,481,985 |
| CENTERVIEW CAPITAL, L.P. | FMV | $0 | $0 |
| BDT CAPITAL PARTNERS FUND I-A, | FMV | $7,837,963 | $7,837,963 |
| FUND II-A SPIRITS, LP | FMV | $0 | $0 |
| ISHARES GOLD TRUST | FMV | $799,388 | $799,388 |
| BDT CAPITAL PARTNERS FUND II | FMV | $12,034,661 | $12,034,661 |
| ART AGENCY PARTNERS ASSOCIATES | FMV | $82,059 | $82,059 |
| THE KITCHEN CAFE, LLC | FMV | $67,186 | $67,186 |
| PIMCO COMMODITYPL STRAT-INS | FMV | $778,982 | $778,982 |
| REDBIRD CAPITAL PARTNERS | FMV | $6,644,012 | $6,644,012 |
| COHEN & STEERS RL EST-F | FMV | $0 | $0 |
| PROVIDENCE EQUITY PARTNERS | FMV | $1,813,767 | $1,813,767 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,959 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,959 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $70,000 | BOYBookValueAmt |
| EOY Book Value | $70,000 | EOYBookValueAmt |
| EOYFMV | $70,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $27,029 | $27,029 |
| DUES AND SUBSCRIPTIONS | $774 | $774 |
| SERVICE DAY EXPENSES | $134,209 | $134,209 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| PARTNERSHIP GAIN | $188,843 | |
| IRS REFUND | $63,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $859,871 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $612,948 | $612,948 | |
| ADVISORY FEES | $440,000 | $220,000 | $220,000 |
| CONSULTING FEES | $5,000 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $22,399 | ||
| PAYROLL TAXES | $32,585 | $32,585 | |
| FILING FEES | $400 | $400 |