WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION (EIN 20-2589546)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-08-15
- IRS object ID
- 201712279349100831
- Schema version
- 2016v3.0
- 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
- Dissolution Stmt
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-15T13:45:55-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | 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 | 2016-04-01 | 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 | 2017-08-08 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-08 | IPDt |
| IP Tm | 12:53:51 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 323A36C1F3E14DB183311D70007967D72326C67B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $923,502 | 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 | $19,823 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,853 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,853 | 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 | $6,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,489,306 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,489,306 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,498,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,498,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,475,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,853 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,399,055 | CashBOYAmt |
| Cash EOY | $923,502 | CashEOYAmt |
| Cash EOYFMV | $923,502 | CashEOYFMVAmt |
| Total Assets BOY | $2,399,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $923,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $923,502 | 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 | $2,399,055 | RetainedEarningBOYAmt |
| Retained Earning EOY | $923,502 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,399,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $923,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,399,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $923,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,399,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,475,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $923,502 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $923,502 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $932,228 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,018,263 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.308862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $839,682 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,806,220 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.220608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,202,161 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,857,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.247498 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $883,526 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,753,750 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.153557 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $537,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,298,183 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.414222 | DistributionYr5Rt |
| Total Distribution | 1.344747 | TotalDistributionRt |
| Average Distribution | 0.268949 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,871,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $503,434 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $503,463 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,498,136 | 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 | $29 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $29 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRUCE D ALBERTS | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | CFO | 1.00 | $0 | $0 | $0 |
| Paul White resigned May 2016 | ||||||||
| 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 | $1,900,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,900,360 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,900,360 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,871,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,593 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29 | TotalTaxAmt |
| Distributable Before Adj | $93,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,498,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,498,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,498,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $472,827 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $595,996 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $959,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $649,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $781,408 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,459,182 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,498,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,404,572 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,863,754 | 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 | $500 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $472,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,390,927 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $595,996 | ExcessFromYear4Amt |
| Excess From Year3 | $959,451 | ExcessFromYear3Amt |
| Excess From Year2 | $649,500 | ExcessFromYear2Amt |
| Excess From Year1 | $781,408 | ExcessFromYear1Amt |
| Excess From Current Year | $1,404,572 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (181 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 | $200 | |
| Alzheimer's Association | ||||||||
| PO Box 96011 | Washington | DC | 20090 | NONE | pc | Health Services | $330 | |
| American Cancer Society Inc | ||||||||
| PO Box 22478 | Oklahoma City | OK | 73123 | NONE | pc | Health Services | $2,100 | |
| American Heart Association | ||||||||
| 816 S Figueroa Street | Los Angeles | CA | 90017 | NONE | pc | Health Services | $250 | |
| American Red Cross | ||||||||
| San Gabriel Valley Chapter 430 | Pasadena | CA | 91105 | NONE | pc | Humanitarian | $2,750 | Madeline Drive |
| American Society for the Prevention of Cruelty to Animals | ||||||||
| PO Box 96929 | Washington | DC | 20090 | NONE | pc | Humanitarian | $1,100 | |
| Animal Crackers Pet Rescue | ||||||||
| 24310 Moulton Parkway | Laguna Hills | CA | 92637 | NONE | pc | Humanitarian | $1,000 | |
| Anna's House | ||||||||
| 320 Cathedral Street | Baltimore | MD | 21201 | NONE | pc | Humanitarian | $1,000 | |
| Archdiocese Of Los Angeles | ||||||||
| 3424 Wilshire Boulevard 2nd Floor | Los Angeles | CA | 90010 | NONE | pc | Religious | $100 | |
| Autism Speaks | ||||||||
| 1060 State Road 2nd Floor | Princeton | NJ | 08540 | NONE | pc | Health Services | $1,850 | |
| Aveson Charter School | ||||||||
| 1919 E Pinecrest Drive | Altadena | CA | 91001 | NONE | pc | Education | $1,000 | |
| Bay Laurel Elementary School PFA | ||||||||
| 24740 Paseo Primario | Calabasas | CA | 91302 | NONE | pc | Education | $990 | |
| Bellevue Christian School | ||||||||
| 1601 98th Avenue NE | Bellevue | WA | 98004 | NONE | pc | Education | $200 | |
| Bob Woodruff Foundation | ||||||||
| 1350 Broadway Suite 905 | New York | NY | 10018 | NONE | pc | Humanitarian | $1,000 | |
| Boys and Girls Club of Troy | ||||||||
| 3670 John R Road | Troy | MI | 48003 | NONE | pc | Humanitarian | $250 | |
| 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 |
| Canyon Hills Music Club | ||||||||
| 2500 Madrugada Drive | Chino Hills | CA | 91709 | NONE | pc | Education | $534 | |
| Carnegie Mellon University | ||||||||
| PO Box 371525 | Pittsburg | PA | 15251 | NONE | pc | Education | $500 | |
| Carrington Charitable Foundation | ||||||||
| 25 Enterprise 5th Floor | Aliso Viejo | CA | 92656 | NONE | pc | Humanitarian | $500 | |
| Casa of Ventura County | ||||||||
| PO Box 1135 | Camarillo | CA | 93011 | NONE | pc | Humanitarian | $500 | |
| Chandler School | ||||||||
| 1005 Armada Drive | Pasadena | CA | 91103 | NONE | pc | Education | $5,500 | |
| 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 | $850 | |
| Childrens Hospital of Los Angeles | ||||||||
| 4650 Sunset Boulevard 29 | Los Angeles | CA | 90027 | NONE | pc | Health Services | $100 | |
| Claremont McKenna College | ||||||||
| 400 N Claremont Boulevard | Claremont | CA | 91711 | NONE | pc | Education | $150 | |
| Clover Avenue Elementary School | ||||||||
| 11020 Clover Avenue | Los Angeles | CA | 90034 | NONE | pc | Education | $600 | |
| Compassion International | ||||||||
| 12290 Voyager Parkway | Colorado Springs | CO | 80921 | NONE | pc | Humanitarian | $100 | |
| Cornelia Connelly Center | ||||||||
| 220 East 4th Street | New York | NY | 10009 | NONE | pc | Education | $1,000 | |
| Covenant House California | ||||||||
| 1325 N Western Avenue | Los Angeles | CA | 90027 | NONE | pc | Humanitarian | $950 | |
| 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 | Cultural | $500 | |
| Donorschooseorg | ||||||||
| 134 West Street 11th Floor | New York | NY | 10018 | NONE | pc | Education | $300 | |
| Dutton Christian School | ||||||||
| 6729 Hanna Lake | Caledonia | MI | 49316 | NONE | pc | Education | $250 | |
| East Congregation of Jehovahs Witnesses | ||||||||
| 1022 N Glendora Avenue | Covina | CA | 91724 | NONE | pc | Religious | $850 | |
| Elevator Constructors Local 2 Organization | ||||||||
| PO Box 1087 | Frankfort | IL | 60423 | NONE | pc | Health Services | $300 | |
| Epic Long Island | ||||||||
| 1500 Hempstead Turnpike | East Meadow | NY | 11554 | NONE | pc | Health Services | $415 | |
| Escape Theater | ||||||||
| 28442 Alder Peak Avenue | Santa Clarita | CA | 91387 | NONE | pc | Cultural | $500 | |
| Feeding America | ||||||||
| PO BOX 96749 | Washington | DC | 20090 | NONE | pc | Humanitarian | $1,200 | |
| First Evangelical Church of Fullerton | ||||||||
| 2801 Brea Boulevard | Fullerton | CA | 92835 | NONE | pc | Religious | $300 | |
| Flintridge Center | ||||||||
| 236 W Mountain Street | Pasadena | CA | 91103 | NONE | pc | Humanitarian | $500 | |
| Food For The Poor Inc | ||||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | NONE | pc | Humanitarian | $400 | |
| Foothill Family Service | ||||||||
| 2500 E Foothill Boulevard Suite 300 | Pasadena | CA | 91107 | NONE | pc | Humanitarian | $500 | |
| Franklin & Marshall College | ||||||||
| PO Box 3003 | Lancaster | PA | 17604 | NONE | pc | Education | $250 | |
| Global Mission Baptist Church | ||||||||
| 5802 Santa Catalina Avenue | Garden Grove | CA | 92845 | NONE | pc | Religious | $1,000 | |
| 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 | |
| Harvard University | ||||||||
| 58 Plympton Street | Cambridge | MA | 02138 | NONE | pc | Education | $6,000 | |
| Hastings Ranch Nursery School | ||||||||
| 3740 E Sierra Madre Boulevard | Pasadena | CA | 91107 | NONE | pc | Education | $1,000 | |
| Hathaway-Sycamores | ||||||||
| 210 South De Lacey Avenue 110 | Pasadena | CA | 91105 | NONE | pc | Humanitarian | $3,900 | |
| Heifer International Foundation | ||||||||
| 1 World Avenue | Little Rock | AR | 72203 | NONE | pc | Humanitarian | $450 | |
| Henry E Huntington Library | ||||||||
| 1151 Oxford Road | San Marino | CA | 91108 | NONE | pc | Humanitarian | $249 | |
| Hillsides | ||||||||
| 13502 Hamburger Lane | Baldwin Park | CA | 91706 | NONE | pc | Humanitarian | $1,750 | |
| Hirshberg Foundation for pancreatic cancer research | ||||||||
| 21031 ventura boulevard suite 702 | woodland hills | CA | 91364 | NONE | pc | Health Services | $800 | |
| Holy Angels Church | ||||||||
| 370 Campus Drive | Arcadia | CA | 91007 | NONE | pc | Religious | $100 | |
| Holy Family School | ||||||||
| 1301 Rollin Sreet | South Pasadena | CA | 91030 | NONE | pc | Education | $650 | |
| Holy Name of Mary Parish | ||||||||
| 724 East Bonita Avenue | San Dimas | CA | 91773 | NONE | pc | Religious | $1,000 | |
| Holy Redeemer Church | ||||||||
| 915 Vine Street | Philadelphia | PA | 19107 | NONE | pc | Religious | $500 | |
| Horace Mann School | ||||||||
| 231 W 246th Street | Bronx | NY | 10471 | NONE | pc | Education | $1,000 | |
| Huntington Hospital | ||||||||
| 100 W California Boulevard | Pasadena | CA | 91105 | NONE | pc | Health Services | $6,350 | |
| Immanuel Bible Church | ||||||||
| 1254 19th Street | Santa Monica | CA | 90404 | NONE | pc | Religious | $1,000 | |
| International Crisis Aid | ||||||||
| 5427 Telegraph Road | St Louis | MO | 63129 | NONE | pc | Humanitarian | $210 | |
| International House | ||||||||
| 500 Riverside Drive | New York | NY | 10027 | NONE | pc | Humanitarian | $5,000 | |
| Islamic Center of Southern California | ||||||||
| 434 S Vermont Avenue | Los Angeles | CA | 90020 | NONE | pc | Religious | $735 | |
| Island Community Church Inc | ||||||||
| 83250 Overseas Highway | Islamorada | FL | 33036 | NONE | pc | Religious | $300 | |
| Jackson Center for Conductive Education | ||||||||
| 802 N Samuel Moore Parkway | Mooresville | IN | 46158 | NONE | pc | Education | $1,000 | |
| Jesuit Volunteer Corps | ||||||||
| 801 St Paul Street | Baltimore | MD | 21202 | NONE | pc | Religious | $500 | |
| Junior League of Los Angeles Inc | ||||||||
| 630 N Larchmont Boulevard | Los Angeles | CA | 90004 | NONE | pc | Humanitarian | $475 | |
| LA Canada Flintridge Educational Foundation | ||||||||
| 4490 Cornishon Avenue Room 211 | La Canada Flintridge | CA | 91011 | NONE | pc | Education | $2,300 | |
| La Salle High School | ||||||||
| 3880 E Sierra Madre Boulevard | Pasadena | CA | 91107 | NONE | pc | Education | $500 | |
| Legacy Connections | ||||||||
| 1001 Rose Bowl Drive | Pasadena | CA | 91103 | NONE | pc | Humanitarian | $701,000 | |
| Legal Aid Foundation of Los Angeles | ||||||||
| 634 S Spring Street Suite 400A | Los Angeles | CA | 90014 | NONE | pc | Humanitarian | $5,000 | |
| Leukemia & Lymphoma Society | ||||||||
| 6033 W Century Boulevard Suite 300 | Los Angeles | CA | 90045 | NONE | pc | Health Services | $1,000 | |
| Lincoln High School Student Body | ||||||||
| 3501 N Broadway | Los Angeles | CA | 90031 | NONE | pc | Education | $1,000 | |
| Little Flower Catholic High School for Girls | ||||||||
| 1000 W Lycoming Street | Philadelphia | PA | 19140 | NONE | pc | Education | $600 | |
| Los Angeles 2024 Exploratory Committee | ||||||||
| 10960 Wilshire Boulevard Suite 1050 | Los Angeles | CA | 90024 | NONE | pc | Cultural | $500,000 | |
| Los Angeles Chamber Orchestra | ||||||||
| 350 S Figueroa Street Suite 183 | Los Angeles | CA | 90071 | NONE | pc | Cultural | $900 | |
| 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 | |
| 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 | |
| Manhattan Beach Educational Foundation | ||||||||
| PO Box 1110 | Manhattan Beach | CA | 90267 | NONE | pc | Education | $1,000 | |
| Maranatha High School | ||||||||
| 169 S Saint John Avenue | Pasadena | CA | 91105 | NONE | pc | Education | $875 | |
| MPP Foundation | ||||||||
| 2370 Champlain StREET NW Suite 12 | Washington | DC | 20009 | NONE | pc | Health Services | $100 | |
| Marymount High School | ||||||||
| 10643 Sunset Boulevard | Los Angeles | CA | 90077 | NONE | pc | Education | $150 | |
| Masjid Al-Taqwa | ||||||||
| PO Box 6211 | Altadena | CA | 91003 | NONE | pc | Religious | $265 | |
| Mayfield Junior School | ||||||||
| 405 S Euclid Avenue | Pasadena | CA | 91101 | NONE | pc | Education | $1,000 | |
| Mercy for Animals | ||||||||
| 8033 Sunset Boulevard Suite 864 | Los Angeles | CA | 90046 | NONE | pc | Humanitarian | $512 | |
| Mikva Foundation | ||||||||
| 332 S Michigan Avenue Suite 400 | Chicago | IL | 60604 | NONE | pc | Education | $1,000 | |
| 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 | $100 | |
| My Refuge House | ||||||||
| 255 E Santa Clara Street 100 | Arcadia | CA | 91006 | NONE | pc | Humanitarian | $1,000 | |
| Nassau County Bar Association | ||||||||
| 15th West Street | Mineola | NY | 11501 | NONE | pc | Humanitarian | $150 | |
| National Multiple Sclerosis Society | ||||||||
| PO Box 4527 | New York | NY | 10163 | NONE | pc | Health Services | $300 | |
| National Outdoor Leadership School | ||||||||
| 284 Lincoln Street | Lander | WY | 82520 | NONE | pc | Education | $500 | |
| National Religious Retirement Office | ||||||||
| 3211 4th Street NE | Washington | DC | 20017 | NONE | pc | Religious | $100 | |
| New Century Educators | ||||||||
| 1375 E Grand Avenue 103-333 | Arroyo Grande | CA | 93420 | NONE | pc | Education | $500 | |
| New Horizon School Pasadena | ||||||||
| 651 North Orange Grove Boulevard | Pasadena | CA | 91103 | NONE | pc | Education | $250 | |
| New York Presbyterian Fund Inc | ||||||||
| 654 West 170th Street | New York | NY | 10032 | NONE | pc | Health Services | $1,650 | |
| New York University | ||||||||
| PO Box 6706 | Hagerstown | MD | 21741 | NONE | pc | Education | $250 | |
| Norton Simon Museum of Art | ||||||||
| 411 West Colorado Boulevard | Pasadena | CA | 91105 | NONE | pc | Cultural | $125 | |
| Oaks Christian School | ||||||||
| 31749 La Tienda Drive | Westlake Village | CA | 91362 | NONE | pc | Education | $100 | |
| Oakwood School | ||||||||
| 11600 Magnolia Boulevard | North Hollywood | CA | 91601 | NONE | pc | Education | $200 | |
| Our Lady of Perpetual Help School | ||||||||
| 10441 South Downey Avenue | Downey | CA | 90241 | NONE | pc | Education | $220 | |
| Pacific Crossroads Church | ||||||||
| 6330 San Vicente Boulevard Suite | Los Angeles | CA | 90048 | NONE | pc | Religious | $1,000 | 102 |
| Pancreatic Cancer Action Network | ||||||||
| 1500 Rosecrans Avenue Suite 200 | Manhattan Beach | CA | 90266 | NONE | pc | Health Services | $100 | |
| Parent Teacher Association of PS 59 | ||||||||
| 233 East 56th Street | New York | NY | 10022 | NONE | pc | Education | $1,000 | |
| 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 | $4,500 | |
| Pasadena Heritage | ||||||||
| 651 South St John Avenue | Pasadena | CA | 91105 | NONE | pc | Cultural | $1,000 | |
| Pasadena Humane Society | ||||||||
| 361 S Raymond Avenue | Pasadena | CA | 91105 | NONE | pc | Humanitarian | $7,800 | |
| Planned Parenthood Federation | ||||||||
| 123 William Street | New York | NY | 10038 | NONE | pc | Health Services | $375 | |
| Policy Unity Tour | ||||||||
| 23890 Copper Hill Drive Suite 170 | Valencia | CA | 91354 | NONE | pc | Civic | $266 | |
| Quail Summit Community Club | ||||||||
| 23330 Quail Summit Drive | Diamond Bar | CA | 91765 | NONE | pc | Education | $150 | |
| Ramona Convent Secondary School | ||||||||
| 1701 West Ramona Road | Alhambra | CA | 91803 | NONE | pc | Education | $1,000 | |
| Redondo Beach Educational Foundation | ||||||||
| 409 N Pacific Coast Highway Suite | Redondo Beach | CA | 90277 | NONE | pc | Education | $1,000 | 310 |
| Regents of the UC Davis | ||||||||
| One Shields Avenue | Davis | CA | 95616 | NONE | pc | Education | $250 | |
| River City Community Services | ||||||||
| PO Box 160204 | Sacramento | CA | 95816 | NONE | pc | Humanitarian | $500 | |
| Robin Hood Foundation | ||||||||
| 826 BRoadway 9th Floor | New York | NY | 10003 | NONE | pc | Humanitarian | $5,000 | |
| Robinson PTSA | ||||||||
| 80 Morningside Drive | Manhattan Beach | CA | 90266 | NONE | pc | Education | $1,000 | |
| Sacred Heart Church | ||||||||
| 12704 Foothill Boulevard | Rancho Cucamonga | CA | 91739 | NONE | pc | Religious | $1,000 | |
| Saint Joseph High School | ||||||||
| 5825 N Woodruff Avenue | Lakewood | CA | 90713 | NONE | pc | Education | $450 | |
| Saint Marks School | ||||||||
| 1050 East Altadena Drive | Altadena | CA | 91001 | NONE | pc | Education | $900 | |
| Saint Philip the Apostle School | ||||||||
| 1363 Cordova Street | Pasadena | CA | 91107 | NONE | pc | Education | $150 | |
| San Marino Schools Foundation | ||||||||
| 1665 West Drive | San Marino | CA | 91108 | NONE | pc | Education | $4,000 | |
| School on Wheels Inc | ||||||||
| PO Box 23371 | Ventura | CA | 93002 | NONE | pc | Education | $1,000 | |
| Simon Wiesenthal Center | ||||||||
| 11 BRoadway Suite 766 | New York | NY | 10004 | NONE | pc | Humanitarian | $10,000 | |
| Smile Train Inc | ||||||||
| 41 Madison Avenue 28th Floor | New York | NY | 10010 | NONE | pc | Health Services | $500 | |
| Southern California Public Radio | ||||||||
| 474 S Raymond Avenue | Pasadena | CA | 91105 | NONE | pc | Civic | $10,000 | |
| St Francis High School | ||||||||
| 200 Foothill Boulevard | La Canada | CA | 91011 | NONE | pc | Education | $1,000 | |
| St Paul the Apostle School Foundation | ||||||||
| PO Box 492515 | Los Angeles | CA | 90049 | NONE | pc | Education | $1,000 | |
| St Bede Catholic School | ||||||||
| 4524 Crown Avenue | La Canada | CA | 91011 | NONE | pc | Education | $900 | |
| St Edmunds Nursery School | ||||||||
| PO Box 80038 1175 San Gabriel | San Marino | CA | 91108 | NONE | pc | Humanitarian | $125 | Boulevard |
| St Francis de Sales | ||||||||
| 13368 Valleyheart Drive | Sherman Oaks | CA | 91423 | NONE | pc | Education | $1,000 | |
| St Jude Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | NONE | pc | Health Services | $1,350 | |
| St Louis Health Equipment Lending Program | ||||||||
| 1640 Andrew Drive | St Louis | MO | 63122 | NONE | pc | Health Services | $100 | |
| St Luke Catholic Church | ||||||||
| 5605 Cloverly Avenue | Temple City | CA | 91780 | NONE | pc | Religious | $1,000 | |
| St Peter's School | ||||||||
| 620 Center Street | Lewiston | NY | 14092 | NONE | pc | Education | $250 | |
| St Philip the Apostle Church | ||||||||
| 151 S Hill Avenue | Pasadena | CA | 91106 | NONE | pc | Religious | $1,445 | |
| 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 | $5,000 | |
| Susan G Komen for the Cure | ||||||||
| 1500 SW 1st Avenue Suite 270 | Portland | OR | 97201 | NONE | pc | Health Services | $200 | |
| Tam Ky Project Inc | ||||||||
| 11551 Moen Street | Anaheim | CA | 92804 | NONE | pf | Humanitarian | $500 | |
| Tazzy Animal Rescue Fund Inc | ||||||||
| 2833 N Frederic Street | Burbank | CA | 91504 | NONE | pc | Humanitarian | $250 | |
| The Administrators of the Tulane Education | ||||||||
| 1555 Poydras Street Suite 1000 | New Orleans | LA | 70112 | NONE | pc | Education | $400 | |
| The Arbor Learning Community | ||||||||
| PO Box 702 | Atwood | CA | 92811 | NONE | pc | Education | $1,000 | |
| The Brooke Jackman Foundation Inc | ||||||||
| PO Box 354 | Mill Neck | NY | 11765 | NONE | pc | Humanitarian | $325 | |
| The Climate Reality Project | ||||||||
| 750 9th Street NW Suite 520 | Washington | DC | 20001 | NONE | pc | Humanitarian | $120 | |
| The Colburn School | ||||||||
| 200 S Grand Avenue | Los Angeles | CA | 90012 | NONE | pc | Education | $250 | |
| The Garden Cooperative Nursery School | ||||||||
| 3602 Eagle Rock Boulevard | Los Angeles | CA | 90065 | NONE | pc | Education | $1,000 | |
| The Han Schneider International Children's foundation | ||||||||
| 1101 Michelle Court | Montebello | CA | 90640 | NONE | pc | Humanitarian | $300 | |
| The Hotchkiss School | ||||||||
| 11 Interlaken Road | Lakeville | CT | 06039 | NONE | pc | Education | $250 | |
| The Humane Society of the US | ||||||||
| 2100 L Street NW | Washington | DC | 20037 | NONE | pc | Humanitarian | $100 | |
| The Matthew Larson Foundation for Pediatric brain tumors | ||||||||
| PO Box 836 | Franklin Lakes | NJ | 07417 | NONE | pc | Health Services | $500 | |
| The New York Times Neediest Cases Fund | ||||||||
| 620 Eight Avenue 16th Floor | New York | NY | 10018 | NONE | pc | Humanitarian | $500 | |
| The Prem Rawat Foundation | ||||||||
| PO Box 24-1498 | Los Angeles | CA | 90024 | NONE | pc | Humanitarian | $120 | |
| The UCLA Foundation | ||||||||
| 10920 Wilshire Boulevard Suite 1400 | Los Angeles | CA | 90024 | NONE | pc | Education | $32,400 | |
| The Work Group | ||||||||
| 3720 Marlton Pike | Pennsauken | NJ | 08110 | NONE | pc | Humanitarian | $500 | |
| The Wounded Warrior Project | ||||||||
| PO Box 75817 | Topeka | KS | 66675 | NONE | pc | Humanitarian | $100 | |
| Tony Hawk Foundation | ||||||||
| 1203 Activity Drive | Vista | CA | 92081 | NONE | pc | Humanitarian | $150 | |
| 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 | $5,150 | |
| 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 | $4,000 | |
| University of Califiornia Santa Barbara | ||||||||
| Gifts Administration | Santa Barbara | CA | 98106 | NONE | pc | Education | $1,000 | |
| University of Chicago | ||||||||
| 5235 S Harper Court 4th Floor | Chicago | IL | 60615 | NONE | pc | Education | $1,250 | |
| University of Florida Foundation | ||||||||
| PO Box 14425 | Gainesville | FL | 32604 | NONE | pc | Education | $1,000 | |
| USC | ||||||||
| 1150 South Olive Street 20th Floor | Los Angeles | CA | 90015 | NONE | pc | Education | $33,300 | |
| Valley School Alumni Fund | ||||||||
| 15700 Sherman Way | Van Nuys | CA | 91406 | NONE | pc | Education | $1,000 | |
| Victorious Living Christian Center | ||||||||
| 3427 Pomona Boulevard Suite A | Pomona | CA | 91768 | NONE | pc | Religious | $1,000 | |
| Vista Del Mar Mako Educational Foundation | ||||||||
| PO Box 74982 | San Clemente | CA | 92673 | NONE | pc | Education | $250 | |
| Vistamar School | ||||||||
| 737 Hawaii Street | El Segundo | CA | 90245 | NONE | pc | Education | $1,000 | |
| Wellesley College | ||||||||
| 106 Central Street | Wellesley | MA | 02481 | NONE | pc | Education | $750 | |
| 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 | $2,850 | |
| Widener University | ||||||||
| One University Place | Chester | PA | 19013 | NONE | pc | Education | $1,000 | |
| Words of Peace International | ||||||||
| 4607 Lakeview Canyon Road 570 | Westlake Village | CA | 91361 | NONE | pc | Humanitarian | $660 | |
| World Vision | ||||||||
| PO Box 9716 | Federal Way | WA | 98063 | NONE | pc | Humanitarian | $385 | |
| World Wildlife Fund Inc | ||||||||
| 1250 24th Street NW | Washington | DC | 20037 | NONE | pc | Humanitarian | $2,900 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,489,306 | 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 | $2,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,853 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,853 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,050 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 5 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 5 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | SEE STATEMENT 5 | ShortExplanationTxt |
| Dissolution | $0 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAM KY PROJECT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11551 MOEN STREET | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-12-01 | GrantDt |
| Grant | $500 | GrantAmt |
| Purpose Of Grant | GRANT WAS PROVIDED ACCOMPLISH A CHARITABLE PURPOSE DESCRIBED IN SECTION 170(C)(2)(B). | PurposeOfGrantTxt |
| Expended By Grantee | $500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | July 7, 2017 | DatesOfReportsByGranteeTxt |
| Results Of Verification | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, NO PORTION OF THE GRANTED FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF THE GRANT AS SET FORTH ABOVE. | ResultsOfVerificationTxt |
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, 2017 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 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE DECREASE IN ASSETS DURING THE YEAR ENDED MARCH 31, 2017 WAS THE RESULT OF GRANTS DISTRIBUTED IN THE NORMAL COURSE OF BUSINESS. THERE ARE NO PLANS FOR LIQUIDATION, DISSOLUTION, OR TERMINATION. RATHER, THE DISTRIBUTIONS WERE OF AN AMOUNT THAT THE FOUNDATION DETERMINED APPROPRIATE TO MEET THE CHARITABLE NEEDS OF THE GRANT RECIPIENTS. A LIST OF GRANT RECIPIENTS AND RELATED CASH GRANTS IS DETAILED ON PART XV. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $93 | $0 | $0 | $0 |
| FILING FEE | $30 | $0 | $0 | $30 |