WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION (EIN 20-2589546)
Tax period
2022-04-01 to 2023-03-31
Filed
2023-08-15
IRS object ID
202302279349101410
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-15T15:07:31-05:00ReturnTs
Tax Period End2023-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202589546EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTERN ASSET MANAGEMENT COMPANYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone6268449400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1385 E COLORADO BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN PERZYNAPersonNm
Person TitleCFOPersonTitleTxt
Phone6268449400PhoneNum
Signature2023-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastPERZYNAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH REDDENPreparerPersonNm
PTINP00898534PTIN
Phone6123974000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$412,700FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,694ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$960InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$960InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,654TotalRevAndExpnssAmt
Total Net Invst Incm$960TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,665AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,665AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$89TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$75TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,754TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,740TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$270,139ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$270,139ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$277,893TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$277,879TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$263,239ExcessRevenueOverExpensesAmt
Net Investment Income$960NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$675,939CashBOYAmt
Cash EOY$412,700CashEOYAmt
Cash EOYFMV$412,700CashEOYFMVAmt
Total Assets BOY$675,939TotalAssetsBOYAmt
Total Assets EOY$412,700TotalAssetsEOYAmt
Total Assets EOYFMV$412,700TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$675,939RetainedEarningBOYAmt
Retained Earning EOY$412,700RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$675,939TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$412,700TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$675,939TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$412,700TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$675,939TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$263,239ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$412,700SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$412,700TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$13TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone6268449400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1385 E COLORADO BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES W HIRSCHMANN
385 E COLORADO BLVDPASADENACA91101PRESIDENT1.00$0$0$0
TRACEY A HUTSON
385 E COLORADO BLVDPASADENACA91101SECRETARY1.00$0$0$0
STEVEN R PERZYNA
385 E COLORADO BLVDPASADENACA91101CFO/DIRECTOR1.00$0$0$0
ROBERT SIBBREL
385 E COLORADO BLVDPASADENACA91101ADMIN OFFICER/DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$527,161AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$527,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$527,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,907CashDeemedCharitableAmt
Net Vl Noncharitable Assets$519,254NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$13TaxBasedOnInvestmentIncomeAmt
Total Tax$13TotalTaxAmt
Distributable Before Adj$25,950DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,950DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,950DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$277,879ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$277,879QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,950DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,040,315ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$840,400ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$70,565ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$421,966ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$228,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,601,246TotalExcessDistributionCyovAmt
Qualifying Distributions$277,879QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,950AppliedToCurrentYearAmt
Remaining Distri From Corpus$251,929RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,853,175TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,040,315ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,812,860ExcessDistriCyovToNextYrAmt
Excess From Year4$840,400ExcessFromYear4Amt
Excess From Year3$70,565ExcessFromYear3Amt
Excess From Year2$421,966ExcessFromYear2Amt
Excess From Year1$228,000ExcessFromYear1Amt
Excess From Current Year$251,929ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1199SEIU HOME CARE INDUSTRY EDUCATION FUND
PO BOX 463NEW YORKNY10108NONEPCEDUCATION$5,000
ALFRED B NOBEL CHARTER MID SCH PTSA
9950 TAMPA AVENUENORTHRIDGECA91324NONEPCCULTURAL$250
ALTADENA ROTARY CHARITIES
PO BOX 414ALTADENACA91003NONEPCHUMANITARIAN$500
AMERICAN HEART ASSOCIATION
122 EAST 42ND STREET 18TH FLOORNEW YORKNY10168NONEPCHEALTH SERVICES$100
ANIMAL GUARDIAN NETWORK INC
522 W FINNIE FLAT ROADCAMP VERDEAZ86322NONEPCHUMANITARIAN$300
ASPETUCK LAND TRUST INC
PO BOX 444WESRPORTCT06881NONEPCHUMANITARIAN$100
BARUCH COLLEGE FUND
ONE BERNARD BARUCH WAY BOX A-1603NEW YORKNY10010NONEPCEDUCATION$250
BOSTON COLLEGE HIGH SCHOOL
150 MORRISSEY BOULEVARDBOSTONMA02125NONEPCEDUCATION$400
BUCKNELL UNIVERSITY
301 MARKET STREET SUITE 2LEWISBURGPA17837NONEPCEDUCATION$350
BUDDHIST ASSOCIATION OF THE US
2020 ROUTE 301CARMELNY10512NONEPCRELIGIOUS$300
CALIFORNIA HIGH SCHOOL CROSS COUNTRY AND LONG DISTANCE TRACK BOOSTERS
6528 GREENLEAF AVENUE SUITE 217WHITTIERCA90601NONEPCEDUCATION$1,000
CALIFORNIA SCHOOL OF THE ARTS SAN GABRIEL VALLEY
1401 HIGHLAND AVENUEDUARTECA91010NONEPCEDUCATION$1,500
CAMPBELL HALL EPISCOPAL
4533 LAUREL CANYON BOULEVARDVALLEY VILLAGECA91607NONEPCEDUCATION$750
CHANDLER SCHOOL
1005 ARMADA DRIVEPASADENACA91103NONEPCEDUCATION$5,000
CHILD EDUCATIONAL CENTER
140 FOOTHILL BOULEVARDLA CANADACA91011NONEPCEDUCATION$500
CHOATE ROSEMARY HALL FOUNDATION INCORPORATED
333 CHRISTIAN STREETWALLINGFORDCT06492NONEPCHUMANITARIAN$1,000
CLAREMONT MCKENNA COLLEGE
400 N CLAREMONT BOULEVARDCLAREMONTCA91711NONEPCEDUCATION$150
CLOVER AVENUE ELEMENTARY SCHOOL BOOSTER CLUB INC
11020 CLOVER AVENUELOS ANGELESCA90034NONEPCEDUCATION$900
COMMUNITY EDUCATION NETWORK
535 E 44TH STREETCHICAGOIL60653NONEPCEDUCATION$300
COMPASSION INTERNATIONAL INCORPORATED
122290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONEPCHUMANITARIAN$1,000
CONNECTICUT HUMANE SOCIETY
701 RUSSELL ROADNEWINGTONCT06111NONEPCHUMANITARIAN$100
CONVOY OF HOPE
PO BOX 1125SPRINGFIELDMO65801NONEPCHUMANITARIAN$4,829
COVENANT HOUSE CALIFORNIA
1325 N WESTERN AVENUELOS ANGELESCA90027NONEPCHUMANITARIAN$850
CRISTO REY NEW YORK HIGH SCHOOL
112 EAST 106TH STREETNEW YORKNY10029NONEPCEDUCATION$5,000
DANA MUSIC CLUB
1401 S FIRST AVENUEARCADIACA91006NONEPCCULTURAL$100
DARBY AVENUE ELEMENTARY PTA
10818 DARBY AVENUEPORTER RANCHCA91326NONEPCEDUCATION$300
DENISON UNIVERSITY
100 W COLLEGE STREETGRANVILLEOH43023NONEPCEDUCATION$2,000
DGA FOUNDATION
7920 W SUNSET BOULEVARDLOS ANGELESCA90046NONEPCHUMANITARIAN$500
DUMELA FOUNDATION
4270 OAKWOOD AVENUELA CANADACA91011NONEPCHUMANITARIAN$1,000
EPIC LONG ISLAND
1500 HEMPSTEAD TURNPIKEEAST MEADOWNY11554NONEPCHEALTH SERVICES$600
ESCAPE THEATRE
26639 VALLEY CENTER DRIVE SUITE 109SANTA CLARITACA91351NONEPCCULTURAL$750
EVERLASTING EDUCATION INC
2232 ECHO PARK AVENUELOS ANGELESCA90026NONEPCEDUCATION$1,000
FELLOWSHIP OF CHRISTIAN ATHLETES
6 DRUMMOND PLACERED BANKNJ07701NONEPCCIVIC$1,000
FILIPINO INTERNATIONAL FELLOWSHIP
18901 CHATSWORTH STREET NORTHRIDGEPORTER RANCHCA91326NONEPCRELIGIOUS$1,000
FLINTRIDGE PREPARATORY SCHOOL
4543 CROWN AVENUELA CANADA FLINTRIDGECA91011NONEPCEDUCATION$1,000
FLINTRIDGE SACRED HEART ACADEMY
440 SAINT KATHERINE DRIVELA CANADACA91011NONEPCHEALTH SERVICES$1,000
FOOTHILL CHURCH OF GLENDORA FCS
301 E RTE 66GLENDORACA91740NONEPCRELIGIOUS$500
FOOTHILL FAMILY SERVICE
2500 E FOOTHILL BOULEVARD STREETPASADENACA91107NONEPCHEALTH SERVICES$1,000300
FORDHAM UNIVERSITY
OFFICE OF CAREER SERVICES 441 EBRONXNY10458NONEPCEDUCATION$300FORDHAM ROAD MCGINLEY 224
FRIENDS OF MANDARIN IMMERSION PROGRAM
25302 RANCHO NIGUEL ROADLAGUNA NIGUELCA92677NONEPCEDUCATION$1,000
FRIENDS OF THE ARCADIA PUBLIC LIBRARY INC
20 W DUARTE ROADARCADIACA91006NONEPCEDUCATION$100
NECA GOLF TOURNAMENT
712 W 36TH AVENUEANCHORAGEAK99503NONEPCHUMANITARIAN$300
HARBOR VIEW PFO
900 GOLDENROD AVENUECORONA DEL MARCA92625NONEPCHEALTH SERVICES$1,000
HATHAWAY-SYCAMORES
840 N AVENUE 66LOS ANGELESCA90042NONEPCHUMANITARIAN$15,250
HILLSIDES
940 AVENUE 64PASADENACA91105NONEPCHUMANITARIAN$6,000
HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH
2990 S SEPULVEDA BOULEVARD 300CLOS ANGELESCA90064NONEPCHEALTH SERVICES$125
HOLY ANGELS CHURCH
370 CAMPUS DRIVEARCADIACA91007NONEPCRELIGIOUS$400
HOSPITAL FOR SPECIAL SURGERY FUND INC
535 EAST 70TH STREETNEW YORKNY10021NONEPCHEALTH SERVICES$400
IMMANUEL BIBLE CHURCH
15204 PLUMMER STREETNORTH HILLSCA91343NONEPCRELIGIOUS$1,000
ISLAMIC CENTER OF NORTH VALLEY
42554 4TH STREET ELANCASTERCA93535NONEPCRELIGIOUS$500
JACKSON CENTER FOR CONDUCTIVE EDUCATION
802 N SAMUEL MOORE PARKWAYMOORESVILLEIN46158NONEPCEDUCATION$2,000
JUNIOR LEAGUE OF LOS ANGELES INC
630 N LARCHMONT BOULEVARDLOS ANGELESCA90004NONEPCCIVIC$526
KNOXVILLE MEDICAL MISSIONS FOUNDATION
1932 HISTORIC FERRY WAYKNOXVILLETN37922NONEPCHEALTH SERVICES$250
LA CANADA FLINTRIDGE EDUCATIONAL FOUNDATION
4490 CORNISHON AVENUE ROOM 211LA CANADA FLINTRIDGECA91011NONEPCEDUCATION$1,000
LEADERSHIP MANHATTAN BEACH
PO BOX 3046MANHATTAN BEACHCA90266NONEPCHUMANITARIAN$1,000
LEGACY CONNECTIONS
1001 ROSE BOWL DRIVEPASADENACA91103NONEPCHUMANITARIAN$27,500
LITTLE SISTERS OF THE POOR ST JOSEPHS HOME FOR THE ELDERLY
140 SHEPHERD LANETOTOWANJ07512NONEPCHUMANITARIAN$100
LOS ANGELES HINDU SOCIETY INC
46 N LOTUS AVENUEPASADENACA91107NONEPCRELIGIOUS$1,700
LOS ANGELES SPORTS AND ENTERTAINMENT COMMISSION
633 WEST FIFTH STREET SUITE 1800LOS ANGELESCA90071NONEPCHUMANITARIAN$57,200
LOYOLA MARYMOUNT UNIVERSITY
1 LMU DRIVE UHALL 2800LOS ANGELESCA900452659NONEPCEDUCATION$150
LOYOLA UNIVERSITY OF CHICAGO
1032 W SHERIDAN ROADCHICAGOIL606601537NONEPCEDUCATION$150
MANHATTAN BEACH EDUCATIONAL FOUNDATION
325 S PECKMANHATTAN BEACHCA90266NONEPCEDUCATION$1,000
MAYFIELD SENIOR SCHOOL OF THE HOLY CHILD JESUS
500 BELLEFONTAINE STREETPASADENACA91105NONEPCEDUCATION$1,500
MCCORMICK DIVERS BOOSTER CLUB
16088 FAME CIRCLEHUNTINGTON BEACHCA92649NONEPCHEALTH SERVICES$1,000
MERCY CORPS
45 SW ANKENY STREETPORTLANDOR97204NONEPCHUMANITARIAN$6,778
MOCHA GIRLS READ
2702 VOORHEES AVENUE SUITE AREDONDO BEACHCA90278NONEPCCULTURAL$1,000
MORNINGSTAR CHRISTIAN CHAPEL
16241 LEFFINGWELL ROADWHITTIERCA90603NONEPCRELIGIOUS$357
NATIONAL MS SOCIETY
733 THIRD AVENUENEW YORKNY100173288NONEPCHEALTH SERVICES$250
NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS CHARITY FUND
395 HUDSON STREET 9TH FLOORNEW YORKNY10014NONEPCHEALTH SERVICES$500
OAK KNOLL SCHOOL OF THE HOLY CHILD
44 BLACKBURN ROADSUMMITNJ07901NONEPCEDUCATION$1,000
ORDER OF ST BENEDICT IN PORTSMOUTH RHODE ISLAND
285 CORYS LAMEPORTSMOUTHRI02871NONEPCEDUCATION$500
PACIFIC CROSSROADS CHURCH
1590 ROSECRANS AVENUE SUITE D 419MANHATTAN BEACHCA90266NONEPCRELIGIOUS$1,000
PLATTSBURGH COLLEGE FOUNDATION INC
101 BROAD STREETPLATTSBURGHNY12901NONEPCEDUCATION$500
PREGNANCY HELP CENTER OF SAN GABRIEL VALLEY INC
902-904 EAST MAIN STREETALHAMBRACA91801NONEPCHEALTH SERVICES$1,000
PROJECT HOPE
1220 19TH STREET NW SUITE 800WASHINGTONDC20036NONEPCHUMANITARIAN$6,602
RESURRECTION SCHOOL FOUNDATION INC
910 BOSTON POST ROADRYENY10580NONEPCEDUCATION$1,000
SAINT JOSEPH HIGH SCHOOL
5825 N WOODRUFF AVENUELAKEWOODCA90713NONEPCEDUCATION$200
SAINT PHILIP THE APOSTLE SCHOOL
1363 CORDOVA STREETPASADENACA91106NONEPCEDUCATION$500
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCHUMANITARIAN$1,000
SAN MARINO SCHOOLS FOUNDATION
1665 WEST DRIVESAN MARINOCA91108NONEPCEDUCATION$4,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY E 400FAIRFIELDCT06825NONEPCHUMANITARIAN$102
ST BEDES CATHOLIC SCHOOL
4524 CROWN AVENUELA CANADA FLINTRIDGECA91011NONEPCEDUCATION$900
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 STREET JUDE PLACEMEMPHISTN38105NONEPCHEALTH SERVICES$100
ST MATTHEWS UNITED METHODIST CHURCH
1360 S WENDY DRIVENEWBURY PARKCA91320NONEPCRELIGIOUS$500
ST JOHN LUTHERAN CHURCH
109 MAPLE STREET PO BOX 98BURTIA50522NONEPCHUMANITARIAN$250
ST JOHNS UNIVERSITY
8000 UTOPIA PARKWAYQUEENSNY11439NONEPCEDUCATION$500
ST LUCY'S PRIORY HIGH SCHOOL
655 W SIERRA MADRE AVENUEGLENDORACA91741NONEPCEDUCATION$1,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306NONEPCCIVIC$100
TAM KY PROJECT INC
11551 MOEN STREETANAHEIMCA92804NONEPCHUMANITARIAN$1,000
TEAMSTERS JOINT COUNCIL 41 SCHOLARSHIP FUND
6051 CAREY DRIVE VALLEY VIEWVALLEY VIEWOH44125NONEPCHEALTH SERVICES$250
THE BROOKE JACKMAN FOUNDATION
1000 ROYAL COURTNORTH HILLSNY11040NONEPCEDUCATION$220
THE CLEVELAND CLINIC FOUNDATION
3175 SCIENCE PARKBEACHWOODOH44122NONEPCHEALTH SERVICES$1,250
THE JAMES BEARD FOUNDATION INC
167 W 12TH STREETNEW YORKNY10011NONEPCHUMANITARIAN$225
THE MUSIC CENTER
PO BOX 849743LOS ANGELESCA900849741NONEPCCULTURAL$1,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE STREET 100ARLINGTONVA22203NONEPCHUMANITARIAN$100
THE PEOPLE CONCERN
2116 ARLINGTON AVENUE STREET 100LOS ANGELESCA90018NONEPCHUMANITARIAN$100
THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
LOCKBOX 9726 PO BOX 8500PHILADELPHIAPA191789726NONEPCEDUCATION$1,000
THE UCLA FOUNDATION
10889 WILSHIRE BOULEVARD SUITE 1100LOS ANGELESCA90024NONEPCEDUCATION$51,300
THOMAS JEFFERSON ELEMENTARY SCHOOL
1900 N SIXTH STREETBURBANKCA91504NONEPCEDUCATION$1,800
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICE C/O GIFTHANOVERNH03766NONEPCEDUCATION$1,000RECORDING
U C SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC 0940LA JOLLACA920930940NONEPCEDUCATION$500
UNION SPORTSMEN'S ALLIANCE
4800 NORTHFIELD LANESPRING HILLTN37174NONEPCHEALTH SERVICES$250
VALLEY BENGALI COMMUNITY
22543 VENTURA BOULEVARD SUITE 220WOODLAND HILLSCA91364NONEPCCULTURAL$525PMB 104
VERBUM DEI HIGH SCHOOL
PO BOX 22534PASADENACA911852534NONEPCEDUCATION$12,500
VERTICAL RAISE NP INC
424 E SHERMAN AVENUE SUITE 208COEUR D ALENEID83814NONEPCHUMANITARIAN$250
VISTA DEL MAR MAKO EDUCATIONAL FOUNDATION
PO BOX 74982SAN CLEMENTECA92673NONEPCEDUCATION$250
WAH MEI SCHOOL
1400 JUDAH STREETSAN FRANCISCOCA94122NONEPCEDUCATION$1,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEY HILLSMA02481NONEPCEDUCATION$500
WIGS FOR KIDS INC
24231 CENTER RIDGE ROADWESTLAKEOH44145NONEPCHUMANITARIAN$400
DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST
3725 ALEXANDRIA PIKECOLD SPRINGKY41076NONEPCHEALTH SERVICES$200
MAKE A WISH FOUNDATION OF GREATER PENNSYLVANIA AND WEST VIRGINIA INC
707 GRANT STREET 37TH FLOORPITTSBURGHPA152191916NONEPCHUMANITARIAN$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$270,139TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$960ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$960ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$960TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTERN ASSET MANAGEMENT COMPANYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1385 E COLORADO BOULEVARDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,665Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,665DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART VII-B, LINE 1A(3):FormAndLineReferenceDesc
Medium ExplanationDURING THE YEAR ENDED MARCH 31, 2023 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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$14$0$0$0
STATE FILING FEE$75$0$0$75

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