WASSERMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WASSERMAN FOUNDATION (EIN 95-6038762)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349109169
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T17:46:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 W COLORADO BLVD 5TH FLOOR | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CASEY | PersonFirstNm |
| Person Last | WASSERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 6262435100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $131,085,982 | 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 | $2,736,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,272,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,505,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,346,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,640,822 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$314,426 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,241,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,599,096 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $479,269 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $110,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $369,269 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,012 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,646 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,366 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $79,296 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,648 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $39,648 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,145,412 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $990,112 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $155,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $338,422 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,760 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25,922 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,733 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,733 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $329,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $329,801 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,400,945 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,181,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $945,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,207,407 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,207,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,608,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,181,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,152,446 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,366,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,417,930 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219,142 | CashBOYAmt |
| Cash EOY | $114,466 | CashEOYAmt |
| Cash EOYFMV | $114,466 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,094,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,751,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,751,780 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $70,841,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,633,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,633,923 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,887,539 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,927,619 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,927,619 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $69,288,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,588,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,588,194 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $70,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $159,400,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,085,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $131,085,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $159,400,991 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $131,085,982 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,400,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,085,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,400,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,085,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,400,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,366,504 | ExcessRevenueOverExpensesAmt |
| Subtotal | $155,034,487 | SubtotalAmt |
| Other Decreases | $23,948,505 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,085,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,627,464 | $10,145,731 | -$518,267 | -$518,267 |
| PUBLICLY TRADED SECURITIES | P | $25,682,109 | $21,540,526 | $4,141,583 | $4,141,583 |
| PUBLICLY TRADED SECURITIES: ORDINARY INC | P | $0 | $414 | -$414 | -$414 |
| PUBLICLY TRADED SECURITIES: ORDINARY INC | P | $0 | $538 | -$538 | -$538 |
| VII INTRASTAR PARTNERS, LLC | P | $10,418 | $5,887 | $4,531 | $4,531 |
| TURNER-AGASSI CHARTER SCHOOL FACILITIES FUND, LP | P | $2,860 | $12,560 | -$9,700 | -$9,700 |
| CAPITAL GAIN DIVIDENDS | P | $153,967 | |||
| CAPITAL GAIN DIVIDENDS | P | $153,967 | |||
| CAPITAL GAIN DIVIDENDS | P | $153,967 | |||
| CAPITAL GAIN DIVIDENDS | P | $153,967 | |||
| CAPITAL GAIN DIVIDENDS | P | $153,967 | |||
| CAPITAL GAIN DIVIDENDS | P | $153,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,640,822 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89,209 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $89,209 | SubtotalAmt |
| Tax Based On Investment Income | $89,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $194,987 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $194,987 | TotalPaymentsAndCreditsAmt |
| Overpayment | $105,778 | OverpaymentAmt |
| Applied To ES Tax | $105,778 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WASSERMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104070200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 WILSHIRE BLVD SUITE 1200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CASEY WASSERMAN | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | PRESIDENT/TRUSTEE | 2.0 | $0 | $0 | $0 |
| STEVE GUISE | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | SECRETARY | 0.0 | $0 | $0 | $0 |
| RYAN BERENSON | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | CFO | 2.0 | $0 | $0 | $0 |
| MIKE WATTS | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| CHARLES PAUL | ||||||||
| 10900 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90024 | TRUSTEE | 0.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RICA RODMAN | ||||||||
| 10900 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90024 | EXECUTIVE DIRECTOR | 40.0 | $330,000 | $10,938 | $0 |
| TRACY LONG | ||||||||
| 10900 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90024 | ACCOUNTANT | 40.0 | $103,000 | $9,321 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLARD STREET PARTNERS | |||||
| 640 VIA DE LA PAZ | PACIFIC PALISADES | CA | 90272 | ACCOUNTING/ADVISORY | $300,000 |
| JP MORGAN | |||||
| 2029 CENTURY PARK EAST 3900 | LOS ANGELES | CA | 90067 | INVEST. MANAGEMENT | $165,239 |
| BDT CAPITAL | |||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | INVEST. MANAGEMENT | $650,603 |
| POINTS OF LIGHT FOUNDATION | |||||
| 600 MEANS STREET SUITE 210 | ATLANTA | GA | 30318 | PROJECT MANAGEMENT | $217,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,371,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,877,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $51,544,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,793,492 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $139,793,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,096,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,696,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,884,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,884,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89,209 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $89,209 | TotalTaxAmt |
| Distributable Before Adj | $6,795,621 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,795,621 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,795,621 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,152,446 | 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 | $13,152,446 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,795,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,842,697 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,312,075 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,544,223 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,674,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,112,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,485,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,152,446 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,795,621 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,356,825 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,842,307 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,842,697 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,999,610 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,312,075 | ExcessFromYear4Amt |
| Excess From Year3 | $7,544,223 | ExcessFromYear3Amt |
| Excess From Year2 | $4,674,379 | ExcessFromYear2Amt |
| Excess From Year1 | $5,112,108 | ExcessFromYear1Amt |
| Excess From Current Year | $6,356,825 | 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 (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 42 Analytics Educational | |||||||
| 310 Grove Street | Wellesley | MA | 02482 | N/A | PC | MIT Sloan Sports Analytics Conference | $60,000 |
| A Little Rescue | |||||||
| 29171 Grayfox St | Malibu | CA | 90265 | N/A | PC | Fundraiser | $10,000 |
| ABIS | |||||||
| 1218 Village Ave | Baldwin | NY | 11510 | N/A | PC | Champions & Legends Awards Gala | $10,000 |
| ACADEMY MUSEUM FOUNDATION | |||||||
| 8949 Wilshire Blvd | Los Angeles | CA | 90211 | N/A | SO I | GENERAL SUPPORT | $250,000 |
| Alliance for Children's Rights | |||||||
| 3333 Wilshire Blvd Suite 550 | Los Angeles | CA | 90010 | N/A | PC | 30th Anniversary Champions for Children Celebration | $10,000 |
| American Junior Golf Association | |||||||
| 1980 Sports Club Drive | Braselton | GA | 30517 | N/A | PC | Polo Jam 2022 | $10,000 |
| American Lebanese Syrian Assoc Chair Inc | |||||||
| 645 E Missouri Ave Ste 255 | Phoenix | AZ | 85012 | N/A | PC | Legends for Charity | $500 |
| ANNIKA Foundation | |||||||
| 10524 Moss Park Road Suite 204-408 | Orlando | FL | 32832 | N/A | PC | November philanthropy event | $10,000 |
| Athletes for Hope | |||||||
| 6006 Princeton Ave | Glen Echo | MD | 20812 | N/A | PC | Play for Good | $10,000 |
| Backline Care Inc | |||||||
| PO Box 13511 | Portland | OR | 97213 | N/A | PC | Bowl with Backline | $5,000 |
| BaseballGenerations Foundation | |||||||
| 5349 Chesley Avenue | Los Angeles | CA | 90043 | N/A | PC | General operating funds | $5,000 |
| Be Perfect Foundation | |||||||
| 720 Indigo Ct | Pomona | CA | 91767 | N/A | PC | Zach Gulini | $2,500 |
| Begin Again Foundation | |||||||
| 2612 Willowlawn Way | Virginia Beach | VA | 23456 | N/A | PC | Tee Party Gala and Birdies & Beers Golf Tournament | $12,500 |
| Best Buddies International Inc | |||||||
| 100 SE 2nd Street Suite 2200 | Miami | FL | 33131 | N/A | PC | Celebrating Mothers Malibu event | $10,000 |
| Bill Hillary & Chelsea Clinton Foundation | |||||||
| 1200 President Clinton Avenue | Little Rock | AR | 72201 | N/A | PC | Endowment | $500,000 |
| Boys & Girls Club of the SandillsInc | |||||||
| 160 Memorial Park Ct | Southern Pines | NC | 28387 | N/A | PC | General operating | $12,500 |
| Boys & Girls Club of Metro Los Angeles | |||||||
| 800 S Figueroa Street | Los Angeles | CA | 90017 | N/A | PC | Holiday Gift Baskets | $50,000 |
| Boys & Girls Clubs of Metropolitan Baltimore | |||||||
| 1201 S Sharp St Ste 302 | Baltimore | MD | 21230 | N/A | PC | General operating funds | $10,000 |
| Boys & Girls Clubs of The Valley | |||||||
| 4309 E Belleview Street Bldg 14 | Phoenix | AZ | 85008 | N/A | PC | Holiday Toy Drive | $3,000 |
| Brand Together Foundation | |||||||
| 2431 Aloma Ave Suite 305 | Winter Park | FL | 32792 | N/A | PC | Charity kickball game | $2,000 |
| Brentwood School | |||||||
| 100 S Barrington Place | Los Angeles | CA | 90049 | N/A | PC | Even Better Capital Campaign | $250,000 |
| CASA of Los Angeles | |||||||
| 201 Centre Plaza Drive 1100 | Monterey Park | CA | 91754 | N/A | PC | March giving | $5,000 |
| Champions of the Community Inc | |||||||
| 6189 Memorial Drive | Dublin | OH | 43017 | N/A | PC | Nationwide Children's Hospital Championship | $85,000 |
| Charley Hoffman Foundation | |||||||
| 3914 Murphy Canyon Rd 170A | San Diego | CA | 92123 | N/A | PC | San Diego Celebrity Pro-Am | $26,000 |
| Children's Hospital Medical Center | |||||||
| PO Box 5202 | Cincinnati | OH | 45201 | N/A | PC | Charitable activities surrounding the Super Bowl | $23,000 |
| Christopher and Dana Reeve Foundation | |||||||
| 636 Morris Turnpike Suite 3A | Short Hills | NJ | 07078 | N/A | PC | Annual Reeve tournament | $2,500 |
| Christopher and Dana Reeve Foundation | |||||||
| 636 Morris Turnpike Suite 3A | Short Hills | NJ | 07078 | N/A | PC | Gala | $5,000 |
| City of Hope | |||||||
| 1500 East Duarte Road | Duarte | CA | 91010 | N/A | PC | Spirit of Life Gala | $25,000 |
| City Parks Foundation | |||||||
| 830 Fifth Avenue | New York | NY | 10065 | N/A | PC | Fundraiser | $25,000 |
| College Accesss Partnership Inc | |||||||
| 2755 Aqua Verde Circle | Los Angeles | CA | 90077 | N/A | PC | Laptops | $20,728 |
| College Now Greater Cleveland Inc | |||||||
| 1500 West Third Street Suite 125 | Cleveland | OH | 44113 | N/A | PC | Wasserman Scholarship Fund | $100,000 |
| College Track | |||||||
| 112 Linden Street | Oakland | CA | 94607 | N/A | PC | Watts | $50,000 |
| College Track | |||||||
| 112 Linden Street | Oakland | CA | 94607 | N/A | PC | End of year gift | $50,000 |
| Color of Change | |||||||
| 1714 Franklin St 100-136 | Oakland | CA | 94612 | N/A | PC | Change Music Roadmap | $150,000 |
| CYCLE Kids Inc | |||||||
| 104 West 70th Street PH4 | New York | NY | 10023 | N/A | PC | Wasserman Serve Day and adopt a school | $25,000 |
| Delevan Drive Elementary PTA | |||||||
| 4168 W Ave 42 | Los Angeles | CA | 90065 | N/A | PC | 6th Grade Science School | $1,000 |
| Eat Learn Play Foundation | |||||||
| 369 3rd St | Oakland | CA | 94607 | N/A | PC | Workday Charity Classic | $10,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr Suite 338 | Beverly Hills | CA | 90212 | N/A | PC | Serve Day and general account | $15,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr Suite 338 | Beverly Hills | CA | 90212 | N/A | PC | UNICEF gala | $120,000 |
| Edward Charles Foundation | |||||||
| 269 S Beverly Dr Suite 338 | Beverly Hills | CA | 90212 | N/A | PC | Wasserman Serve Day/ Golden Volunteer | $20,100 |
| Entertainment Industry Foundation | |||||||
| 10880 Wilshire Blvd Suite 1400 | Los Angeles | CA | 90024 | N/A | PC | BLACK MUSIC ACTION COALITION | $25,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | N/A | PC | General operating funds | $31,250 |
| ETM-LA Inc | |||||||
| 2501 W Burbank Blvd Suite 301 | Burbank | CA | 91505 | N/A | PC | November event | $8,000 |
| Family Reach Foundation | |||||||
| 142 Berkeley Street 3rd Floor | Boston | MA | 02116 | N/A | PC | June event | $10,000 |
| Feminist Majority Foundation | |||||||
| 433 S Beverly Drive | Beverly Hills | CA | 90212 | N/A | PC | General operating funds | $100,000 |
| First 72 | |||||||
| 2915 Perdido Street | New Orleans | LA | 70119 | N/A | PC | General operating funds | $5,000 |
| Gary Sinise Charitable Foundation | |||||||
| PO Box 680819 | Franklin | TN | 37068 | N/A | PC | In honor of Gary Sinise | $10,000 |
| GLAAD | |||||||
| 1801 W Olympic Blvd | Pasadena | CA | 91199 | N/A | PC | 33rd Annual GLAAD Media Awards | $15,000 |
| Golden Isles Leadership Foundation | |||||||
| 1508 Bay St | Brunswick | GA | 31520 | N/A | PC | Pappy Cup | $10,000 |
| Golf Fights Cancer | |||||||
| 300 Arnold Palmer Boulevard | Norton | MA | 02766 | N/A | PC | August Event | $10,000 |
| Golf Fights Cancer | |||||||
| 300 Arnold Palmer Boulevard | Norton | MA | 02766 | N/A | PC | Good Guys Collegiate Cup | $10,000 |
| Golf Fights Cancer | |||||||
| 300 Arnold Palmer Boulevard | Norton | MA | 02766 | N/A | PC | October annual golf event | $5,000 |
| Healing Housing | |||||||
| PO Box 2385 | Brentwood | TN | 37024 | N/A | PC | October fundraiser | $1,000 |
| Heart of Los Angeles Youth Inc | |||||||
| 2701 Wilshire Blvd Suite 100 | Los Angeles | CA | 90057 | N/A | PC | Fill Your Hearts with Laughter event | $20,000 |
| Holt Brothers Foundation | |||||||
| 421 Fayetteville St Suite 1300 | Raleigh | NC | 27601 | N/A | PC | 2022 Golf Tournament | $3,000 |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | N/A | PC | Unplugged & Uncorked Event | $10,000 |
| International Community Foundation | |||||||
| 2505 N Avenue | National City | CA | 91950 | N/A | PC | This Is About Humanity Fund | $25,000 |
| Israel Emergency Alliance | |||||||
| PO BOX 34122 | Los Angeles | CA | 90034 | N/A | PC | Ambassadors for Peace event | $25,000 |
| Juglife Foundation | |||||||
| 8717 Aviation Blvd | Inglewood | CA | 90301 | N/A | PC | Building wells in Uganda | $10,000 |
| JuJu Foundation | |||||||
| 8930 West Sunset Road Suite 240 | Las Vegas | NV | 89148 | N/A | PC | Foundation Luau | $5,000 |
| Kevin & Brittany Kisner Foundation | |||||||
| PO Box 784 | Aiken | SC | 29802 | N/A | PC | Gala | $10,000 |
| LA Sports Council Foundation | |||||||
| 1122 Kenilworth Drive Suite 201 | Towson | MD | 21204 | N/A | PC | LA Sports Awards | $5,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | LACMA MOMENTUM CAMPAIGN | $500,000 |
| 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 | Annual Dues | $100,000 |
| Leadership Music | |||||||
| PO Box 120478 | Nashville | TN | 37212 | N/A | PC | Annual corporate underwriting campaign for class of 2022-2023 | $15,000 |
| Los Angeles Center for Law and Justice | |||||||
| 5301 Whittier Blvd 4th Floor | Los Angeles | CA | 90022 | N/A | PC | 49th Anniversary Awards Gala | $15,000 |
| LACMA | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Collectors Committee Weekend | $30,000 |
| Los Angeles Fire Department Foundation | |||||||
| 1875 Century Park East Suite 200 | Los Angeles | CA | 90067 | N/A | PC | Structure Fire Gloves | $50,000 |
| Los Angeles Police Foundation | |||||||
| 633 West 5th Street Suite 1210 | Los Angeles | CA | 90071 | N/A | PC | LAPF Capital Campaign | $200,000 |
| Los Angeles Police Foundation | |||||||
| 633 West 5th Street Suite 1210 | Los Angeles | CA | 90071 | N/A | PC | Housing costs and recruitment efforts | $120,000 |
| Los Angeles Rams Foundation | |||||||
| 29899 Agoura Road Suite 210 | Agoura Hills | CA | 91301 | N/A | PC | Annual Kick Off Charity Event | $10,000 |
| Loyola High School of Los Angeles | |||||||
| 1901 Venice Blvd | Los Angeles | CA | 90006 | N/A | PC | Andrew Santana Memorial Fund | $28,000 |
| Make-A-Wish Foundation Greater Los Angeles | |||||||
| 3809 Computer Drive Suite 201 | Raleigh | NC | 27609 | N/A | PC | Wish Ball | $10,000 |
| March of Dimes | |||||||
| 515 Madison Avenue 30th Floor | New York | NY | 10022 | N/A | PC | Annual Sports Luncheon | $25,000 |
| Marcus High School Golf Boosters Club | |||||||
| 9 Victory Lane | Double Oak | TX | 75077 | N/A | PC | Golf Gabel Cup Challenge | $1,500 |
| Marine Corps Scholarship Foundation Inc | |||||||
| 909 N Washington St Suite 400 | Alexandria | VA | 22314 | N/A | PC | Steel City Dinner | $1,000 |
| MARSOC Foundation | |||||||
| PO Box 977 | Fishers | IN | 46038 | N/A | PC | Clays Classic | $6,000 |
| MATTER | |||||||
| 7005 Oxford St | St Louis Park | MN | 55426 | N/A | PC | Gorgui Dieng Project: Senegal | $5,000 |
| Mayor's Fund for Los Angeles | |||||||
| 147 Bay Street | Santa Monica | CA | 90405 | N/A | PC | Summit of the Americas | $550,000 |
| Mia Hamm Foundation | |||||||
| 5315 Highgate Dr Suite 204 | Durham | NC | 27713 | N/A | PC | The Mia Hamm Foundation Golf Classic | $5,000 |
| Morgan Pressel Foundation Inc | |||||||
| PO Box 480157 | Delray Beach | FL | 33448 | N/A | PC | Morgan & Friends Charity Golf Tournament | $10,000 |
| Motion Picture & Television Fund | |||||||
| 23388 Mulholland Drive | Woodland Hills | CA | 91364 | N/A | PC | MPTF CAMPAIGN | $800,000 |
| Museum of Broadcast Communications | |||||||
| 360 North State Street | Chicago | IL | 60654 | N/A | PC | Inductee Ceremony | $11,000 |
| Musicares Foundation Inc | |||||||
| 3030 Olympic Blvd | Santa Monica | CA | 90404 | N/A | PC | 2023 Persons of the Year | $75,000 |
| Musicians on Call Inc | |||||||
| 618 Grassmere Park SUITE 1 | Nashville | TN | 37211 | N/A | PC | 1M patient celebration | $5,000 |
| NAACP Legal Defense & Education Fund | |||||||
| 40 Rector Street 5th Floor | New York | NY | 10006 | N/A | PC | General operating funds | $31,250 |
| National Brain Tumor Society Inc | |||||||
| 55 Chapel Street Suite 200 | Newton | MA | 02458 | N/A | PC | In honor of April Mazzeo | $2,500 |
| National Kidney Foundation | |||||||
| 20929 VENTURA BLVD STE 47-216 | Woodland Hills | CA | 91364 | N/A | PC | General Support | $25,000 |
| National Multiple Sclerosis Society | |||||||
| 2610 Wycliff Road Suite 101 | Raleigh | NC | 27607 | N/A | PC | Stream to End MS | $2,500 |
| Nationwide Children's Hospital Foundation | |||||||
| PO Box 16810 | Columbus | OH | 43216 | N/A | PC | Legends Luncheon | $8,000 |
| NCGA Foundation | |||||||
| 30 Ragsdale Drive Suite 201 | Monterey | CA | 93940 | N/A | PC | Youth on Course - Barry Hyde | $2,500 |
| Oklahoma State University Foundation | |||||||
| 1800 South Memorial Dr | Stillwater | OK | 74074 | N/A | PC | Men's Golf | $10,000 |
| On The Right Path | |||||||
| 839 Dunleigh Meadows Lane | Houston | TX | 77055 | N/A | PC | General operating expenses | $2,000 |
| Pacific Hills Church | |||||||
| 24481 Moulton Parkway | Aliso Viejo | CA | 92637 | N/A | PC | Molly Bentz Memorial Fund | $1,500 |
| Partnership for Los Angeles Schools | |||||||
| 1055 Wilshire Blvd Suite 1850 | Los Angeles | CA | 90017 | N/A | PC | Weigand Privacy Screen | $14,729 |
| PGA Tour First Tee Foundation Inc | |||||||
| PO Box 3055 | Ponte Vedra Beach | FL | 32004 | N/A | PC | General operating funds | $250,000 |
| Players Philanthropy Fund | |||||||
| 2431 Aloma Ave Suite 305 | Winter Park | FL | 32792 | N/A | PC | Pick 'Em Charity Challenge | $10,000 |
| Puppies & Golf Inc | |||||||
| 841 E Fort Avenue 155 | Baltimore | MD | 21230 | N/A | PC | Alvin | $2,500 |
| Qualia The School for Deeper Learning | |||||||
| 269 S Beverly Drive Suite 338 | Beverly Hills | CA | 90212 | N/A | PC | General operating funds | $300,000 |
| Rally Foundation | |||||||
| 5775 Glenridge Drive Bldg B Suite | Atlanta | GA | 30328 | N/A | PC | Benefit Bash | $50,000 |
| ReClif Community Inc | |||||||
| 3200 Pointe Parkway Suite 200 | Peachtree Corners | GA | 30092 | N/A | PC | Casino Night | $5,000 |
| Renewing Life Center | |||||||
| 3243 E Warm Springs Rd | Las Vegas | NV | 89120 | N/A | PC | General operating funds | $5,000 |
| Renewing Life Ministries | |||||||
| 3243 E Warm Springs Rd | Las Vegas | NV | 89120 | N/A | PC | Barbara Ann Hingston Women's and Children's Program | $2,000 |
| Ronald McDonald House Charities of Southern CA | |||||||
| 4560 Fountain Avenue | Los Angeles | CA | 90029 | N/A | PC | Walk for Kids | $2,500 |
| School on Wheels | |||||||
| PO BOX 23371 | Ventura | CA | 93002 | N/A | PC | Fall Drive | $25,000 |
| Scott and Kim Verplank Foundation | |||||||
| 2401 Tee Circle 109 | Norman | OK | 73069 | N/A | PC | Annual Foundation Invitational | $12,000 |
| SDS Foundation | |||||||
| 3045 S Archibald Ave H506 | Ontario | CA | 91761 | N/A | PC | Fundraiser | $5,000 |
| Shooting Touch Inc | |||||||
| 65 Sprague Street East Bldg 2nd F | Hyde Park | MA | 02136 | N/A | PC | General operating funds | $5,000 |
| SOS Community Services | |||||||
| 101 S Huron St | Ypsilanti | MI | 48197 | N/A | PC | Ann Arbor Fundraiser | $5,000 |
| Southern Poverty Law Center | |||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | PC | General operating funds | $31,250 |
| St Johns University New York | |||||||
| 1325 Sixth Avenue 27th Floor | New York | NY | 10019 | N/A | PC | Insurance Leader of the Year | $25,000 |
| Stern Grove Festival Association | |||||||
| 832 Folsom Street Suite 1000 | San Francisco | CA | 94107 | N/A | PC | Stern Grove Festival | $10,000 |
| Sumbandila | |||||||
| 123 Franklin Ave | Yonkers | NY | 10705 | N/A | PC | Cash & Rocket Tour | $10,000 |
| Support and Feed | |||||||
| 235 Park Ave South Floor 9 | New York | NY | 10003 | N/A | PC | Overheated concert event | $50,000 |
| SVG Sports Broadcasting Fund | |||||||
| 19 West 21st St Suite 301 | New York | NY | 10010 | N/A | PC | Sports Broadcasting HOF | $1,500 |
| The Foundation of First Health Inc | |||||||
| 150 Applecross Road | Pinehurst | NC | 28374 | N/A | PC | General operating | $12,500 |
| The JMU Foundation | |||||||
| 1031 Harrison Street MSC 8501 | Harrisonburg | VA | 22807 | N/A | PC | Women for Sport, Recreation and Equality Scholarship | $1,000 |
| The Joe Torre Safe at Home Foundation | |||||||
| 55 West 39th Street Suite 600 | New York | NY | 10018 | N/A | PC | 20th Anniversary Gala | $25,000 |
| The Mission Continues | |||||||
| 1141 S 7th Street | St Louis | MO | 63104 | N/A | PC | LA service platoon | $50,000 |
| The Ohio State University Foundation | |||||||
| PO Box 710811 | Columbus | OH | 43271 | N/A | PC | Brighter Days Foundation | $13,500 |
| The Playing Field Inc | |||||||
| 3910 Mineral Point Road | Madison | WI | 53705 | N/A | PC | New facility fundraising | $5,000 |
| The Shaquille O'Neal Foundation | |||||||
| 10845 Griffith Peak Dr Suite 520 | Las Vegas | NV | 89135 | N/A | PC | The Event Fundraiser | $25,000 |
| The Shed | |||||||
| 423 West 55th Street 7th Floor | New York | NY | 10019 | N/A | PC | The Shed Capital Campaign | $200,000 |
| The Tom Coughlin Jay Fund Foundation Inc | |||||||
| PO Box 50798 | Jacksonville Beach | FL | 32240 | N/A | PC | Champions for Children Gala | $15,000 |
| THMA Philanthropy | |||||||
| 1207 Langhorne-Newtown Road | Langhorne | PA | 19047 | N/A | PC | For Nazareth Hospital - In honor of Perl Plottel Pincus | $5,000 |
| US Olympic & Paralympic Foundation | |||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | N/A | PC | General operating funds | $75,000 |
| UCLA Foundation | |||||||
| 2224 Murphey Hall Box 951404 | Los Angeles | CA | 90095 | N/A | PC | UCLA CARES | $1,500,000 |
| UCLA Foundation | |||||||
| 2224 Murphey Hall Box 951404 | Los Angeles | CA | 90095 | N/A | PC | PAULEY PAVILION & ATHLETICS CAPITAL CAMPAIGN | $3,000,000 |
| UCLA Foundation | |||||||
| 2224 Murphey Hall Box 951404 | Los Angeles | CA | 90095 | N/A | PC | Wasserman Endowed Dean | $600,000 |
| UCLA Foundation | |||||||
| 2224 Murphey Hall Box 951404 | Los Angeles | CA | 90095 | N/A | PC | UCLA Wasserman Term Chair of Innovation in Head & Neck Surgery | $200,000 |
| UJA - Federation of New York | |||||||
| PO Box 4227 | New York | NY | 10261 | N/A | PC | Music Visionary | $10,000 |
| UJA - Federation of New York | |||||||
| PO Box 4227 | New York | NY | 10261 | N/A | PC | Sports for Youth Annual Luncheon | $10,000 |
| Understand the Grind Foundation | |||||||
| 11251 Rancho Carmel Drive 503231 | San Diego | NY | 92150 | N/A | PC | Initial funding | $5,000 |
| United States Equestrian Team Foundation Inc | |||||||
| 1040 Pottersville Road | Gladstone | NJ | 07934 | N/A | PC | General operating funds | $60,000 |
| United Way of San Antonio and Bexar County | |||||||
| 700 S Alamo Street | San Antonio | TX | 78205 | N/A | PC | Valero Texas Open | $10,000 |
| USA Swimming Foundation | |||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | N/A | PC | Golden Goggles Event | $15,000 |
| Utah Sports Commission Fundation | |||||||
| 201 South Main St Suite 2125 | Salt Lake City | UT | 84111 | N/A | PC | Utah Championship | $20,000 |
| WISE Greater Raleigh | |||||||
| 110 Talisman Way Unit 2-311 | Raleigh | NC | 27615 | N/A | PC | General operating funds | $5,000 |
| Women in Sports and Events Inc | |||||||
| 244 Fifth Ave Suite 2087 | New York | NY | 10001 | N/A | PC | Wise LA | $1,600 |
| Women's Sports Foundation | |||||||
| 247 West 30th Street 5th Floor | New York | NY | 10001 | N/A | PC | ANNUAL SALUTE TO WOMEN IN SPORTS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,207,407 | 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 | $2,736,199 | 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 | $7,505,625 | 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 | $24 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,241,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,241,848 | 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 | $79,296 | Amt |
| Net Investment Income | $39,648 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,648 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION TO COMBAT ANTI-SEMITISM | |||||||||||
| ONE PATRIOT PLACE | FOXBOROUGH | MA | 02035 | 2011-08-11 | $80,000 | TO IMPACT YOUTH THROUGH EDUCATIONAL SOCIAL MEDIA CAMPAIGNS AND EMPOWER COMMUNITY ORGANIZATIONS | $80,000 | NO | 08/17/2022 | 2022-08-17 | VERIFICATION CONFIRMED THAT $80,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| FOE FOUNDATION INC | |||||||||||
| 17846 CADENA DRIVE | BOCA RATON | FL | 33496 | 2021-10-27 | $7,500 | TO HELP IN THEIR EFFORTS TO PROVIDE ASSISTANCE TO MEMBERS OF UNDESERVED COMMUNITIES | $7,500 | NO | 08/05/2022, 09/29/2022 | 2022-09-29 | VERIFICATION CONFIRMED THAT $7,500 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C) | FormAndLineReferenceDesc |
| Medium Explanation | THE WASSERMAN FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RET BD-I | $1,389,477 | $1,389,477 |
| PIMCO TOTAL RETURN FD-INST | $965,499 | $965,499 |
| J.P. MORGAN - SEE STATEMENT | $2,545,967 | $2,545,967 |
| DODGE & COX INCOME FD | $1,855,408 | $1,855,408 |
| BLCKRCK HI YLD BND PORT-K | $1,538,457 | $1,538,457 |
| VANGUARD TOTAL BOND MARKET IND | $6,205,227 | $6,205,227 |
| SCHWAB U.S. TIPS ETF | $1,712,902 | $1,712,902 |
| ORIX CORP | $0 | $0 |
| ROYAL BK OF CANADA | $18,063 | $18,063 |
| JPM MANAGED INCOME FD-USD-L | $0 | $0 |
| VANGUARD SHORT-TERM TIPS | $0 | $0 |
| BK OF NOVA SCO | $17,732 | $17,732 |
| TORONTO-DOMINION BK | $22,817 | $22,817 |
| WESTPAC BNKG CORP | $13,991 | $13,991 |
| ISHARES 7-10 YEAR TREASURY B | $637,512 | $637,512 |
| BK OF MONTREAL | $4,567 | $4,567 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J.P. MORGAN - SEE STATEMENT | $38,014,503 | $38,014,503 |
| VINTAGE III | $11,190 | $11,190 |
| WHITEHALL STREET INTERNATIONAL | $0 | $0 |
| HPS MEZZANINE PRIVATE INVESTOR | $2,630,220 | $2,630,220 |
| HIGHBRIDGE MEZZANINE PARTNERS | $4,896 | $4,896 |
| HPS MEZZANINE PRIVATE INVESTOR | $82,071 | $82,071 |
| PEG CHINA PRIVATE INVESTOR | $148,968 | $148,968 |
| HPS CORE SENIOR LENDING OFFSHO | $646,725 | $646,725 |
| J.P. MORGAN - SEE STATEMENT | $3,148,902 | $3,148,902 |
| CRP VIII (CARLYLE) PRIVATE | $1,905,234 | $1,905,234 |
| HPS MEZZANINE PRIVATE INVESTOR | $2,241,813 | $2,241,813 |
| APOLLO EPF III PRIVATE INVEST | $1,016,255 | $1,016,255 |
| ASF VIII INFRASTRUCTURE PRIVAT | $211,273 | $211,273 |
| ORBIMED ROYALTIES III PRIVATE | $1,396,758 | $1,396,758 |
| COATUE GROWTH PRIVATE INVESTOR | $1,712,833 | $1,712,833 |
| EQT INFRASTRUCTURE V PRIVATE | $462,282 | $462,282 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K-2 MEDIA LLC | FMV | $34,179 | $34,179 |
| TURNER-AGASSI CHARTER SCHOOL | FMV | $3,416 | $3,416 |
| GRE II PRIVATE INVESTORS, LLC | FMV | $3,397,513 | $3,397,513 |
| TURNER HEALTHCARE FACILITIES | FMV | $1,347,175 | $1,347,175 |
| VII INTRASTAR PARTNERS, LLC | FMV | $0 | $0 |
| BDT CAPITAL PARTNERS FUND 3 (T | FMV | $13,581,639 | $13,581,639 |
| CENTERVIEW CAPITAL, L.P. | FMV | $194,109 | $194,109 |
| BDT CAPITAL PARTNERS FUND I-A, | FMV | $17,834,188 | $17,834,188 |
| FUND II-A SPIRITS, LP | FMV | $580,196 | $580,196 |
| ISHARES GOLD TRUST | FMV | $676,269 | $676,269 |
| BDT CAPITAL PARTNERS FUND II | FMV | $12,133,534 | $12,133,534 |
| ART AGENCY PARTNERS ASSOCIATES | FMV | $5,317 | $5,317 |
| THE KITCHEN CAFE, LLC | FMV | $67,186 | $67,186 |
| PIMCO COMMODITYPL STRAT-INS | FMV | $1,772,122 | $1,772,122 |
| REDBIRD CAPITAL PARTNERS | FMV | $5,693,537 | $5,693,537 |
| COHEN & STEERS RL EST-F | FMV | $1,267,814 | $1,267,814 |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $23,948,505 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $27,499 | $27,499 |
| OFFICE EXPENSE | $775 | $775 |
| BANK FEES | $1,080 | $1,080 |
| SERVICE DAY EXPENSES | $300,447 | $300,447 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| PARTNERSHIP LOSS | -$326,964 | |
| ORDINARY INCOME FROM SALES OF SECURITIES | $952 | |
| IRS REFUND | $24 | |
| OTHER INVESTMENT INCOME | $11,586 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $840,112 | $840,112 | |
| ADVISORY FEES | $300,000 | $150,000 | $150,000 |
| CONSULTING FEES | $5,300 | $5,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $37,760 | ||
| PAYROLL TAXES | $25,122 | $25,122 | |
| FILING FEES | $800 | $800 | |
| STATE TAXES | $25,500 | ||
| FEDERAL TAXES | $287,000 |
Comments