WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION (EIN 20-2589546)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-08-14
- IRS object ID
- 202002279349100400
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-14T04:44:44-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | 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 | 2019-04-01 | 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 | STEVEN PERZYNA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6268449400 | PhoneNum |
| Signature | 2020-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,201,160 | 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 | $203,020 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,670 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,670 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $204,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,670 | 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 | $7,804 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,804 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $65 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,720 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,121,440 | CashBOYAmt |
| Cash EOY | $1,201,160 | CashEOYAmt |
| Cash EOYFMV | $1,201,160 | CashEOYFMVAmt |
| Total Assets BOY | $1,121,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,201,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,201,160 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,121,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,201,160 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,121,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,201,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,121,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,201,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,121,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,720 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,201,160 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,201,160 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $926,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,719,182 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.538805 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,079,251 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $779,113 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.385230 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,498,107 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,871,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.800333 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $932,228 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,018,263 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.308862 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $839,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,806,220 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.220608 | DistributionYr5Rt |
| Total Distribution | 3.253838 | TotalDistributionRt |
| Average Distribution | 0.650768 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,087,651 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $707,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $707,825 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,915 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $33 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 6268449400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES W HIRSCHMANN | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TRACY A HUTSON | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRUCE D ALBERTS | ||||||||
| 385 E COLORADO BLVD | PASADENA | CA | 91101 | CFO | 1.00 | $0 | $0 | $0 |
| REGINA JOHNSON | ||||||||
| 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 | $1,104,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,104,214 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,104,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,087,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,383 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,383 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33 | TotalTaxAmt |
| Distributable Before Adj | $54,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,915 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,915 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $649,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $781,408 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,404,572 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,040,315 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $840,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,716,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,565 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,786,760 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $649,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,137,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $781,408 | ExcessFromYear4Amt |
| Excess From Year3 | $1,404,572 | ExcessFromYear3Amt |
| Excess From Year2 | $1,040,315 | ExcessFromYear2Amt |
| Excess From Year1 | $840,400 | ExcessFromYear1Amt |
| Excess From Current Year | $70,565 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AIDS LIFECYCLE | ||||||||
| C/O LOS ANGELES LGBT CENTER DEPT | 9383 | LOS ANGELES | CA | 90084 | NONE | PC | HUMANITARIAN | $108 |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN | ||||||||
| 1310 L STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | PC | HUMANITARIAN | $100 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37295 | WASHINGTON | DC | 20013 | NONE | PC | HUMANITARIAN | $200 | |
| ARCHDIOCESE OF LOS ANGELES | ||||||||
| 3424 WILSHIRE BOULEVARD 2ND FLOOR | LOS ANGELES | CA | 90010 | NONE | PC | RELIGIOUS | $100 | |
| ARKANSAS CHILDRENS FOUNDATION | ||||||||
| 1 CHILDRENS WAY SLOT 661 | LITTLE ROCK | AR | 72202 | NONE | PC | HUMANITARIAN | $500 | |
| ARTHRITIS FOUNDATION INC | ||||||||
| 1330 W PEACHTREE STREET NW 100 | ATLANTA | GA | 30309 | NONE | PC | HEALTH SERVICES | $250 | |
| ASIAN AMERICANS ADVANCING JUSTICE | ||||||||
| 1145 WILSHIRE BOULEVARD 2ND FLOOR | LOS ANGELES | CA | 90017 | NONE | PC | CIVIC | $1,000 | |
| AYALA BAND AND COLOR GUARD BOOSTERS | ||||||||
| PO BOX 2104 | CHINO HILLS | CA | 91709 | NONE | PC | HUMANITARIAN | $300 | |
| BATES COLLEGE | ||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | NONE | PC | EDUCATION | $250 | |
| BUCKNELL UNIVERSITY | ||||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | NONE | PC | EDUCATION | $200 | |
| BUDDHIST ASSOCIATION OF THE US | ||||||||
| 2020 ROUTE 301 | CARMEL | NY | 10512 | NONE | PC | RELIGIOUS | $820 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BOULEVARD M/C | 359-86 | PASADENA | CA | 91125 | NONE | PC | EDUCATION | $11,000 |
| CALIFORNIA SCHOOL OF ARTS | ||||||||
| 1010 MAIN STREET | SANTA ANA | CA | 92701 | NONE | PC | CULTURAL | $2,000 | |
| CANCER SUPPORT COMMUNITY PASADENA | ||||||||
| 76 EAST DEL MAR BOULEVARD SUITE 215 | PASADENA | CA | 91105 | NONE | PC | HEALTH SERVICES | $500 | |
| CANTWELL SACRED HEART OF MARY HIGH SCHOOL | ||||||||
| 329 N GARFIELD AVENUE | MONTEBELLO | CA | 90640 | NONE | PC | EDUCATION | $350 | |
| CASA PACIFICA CENTERS FOR CHILDREN & FAMILIES | ||||||||
| 1722 S LEWIS ROAD | CAMARILLO | CA | 93012 | NONE | PC | HUMANITARIAN | $250 | |
| CHANDLER SCHOOL | ||||||||
| 1005 ARMADA DRIVE | PASADENA | CA | 91103 | NONE | PC | EDUCATION | $2,000 | |
| CHAPARRAL MIDDLE SCHOOL COMMUNITY CLUB | ||||||||
| 1405 SPRUCE TREE DRIVE | DIAMOND BAR | CA | 91765 | NONE | PC | EDUCATION | $100 | |
| CHILD EDUCATIONAL CENTER | ||||||||
| 140 FOOTHILL BOULEVARD | LA CANADA | CA | 91011 | NONE | PC | EDUCATION | $500 | |
| CHILDRENS HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD 29 | LOS ANGELES | CA | 90027 | NONE | PC | HEALTH SERVICES | $100 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | HUMANITARIAN | $103 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVENUE | LOS ANGELES | CA | 90027 | NONE | PC | HUMANITARIAN | $2,350 | |
| DANA-FORBES CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PL WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PC | HUMANITARIAN | $1,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PC | EDUCATION | $1,000 | |
| DGA FOUNDATION | ||||||||
| 8436 W THIRD STREET SUITE 900 | LOS ANGELES | CA | 90048 | NONE | PC | HUMANITARIAN | $500 | |
| DUMELA FOUNDATION | ||||||||
| 4270 OAKWOOD AVENUE | LA CANADA | CA | 91011 | NONE | PC | HUMANITARIAN | $4,350 | |
| EAGLE ROCK ELEMENTARY PTA | ||||||||
| 2057 FAIR PARK AVENUE | EAGLE ROCK | CA | 90041 | NONE | PC | EDUCATION | $100 | |
| EMPOWER VOLLEYBALL OF EASTVALE | ||||||||
| 7523 SOARING BIRD COURT | EASTVALE | CA | 92880 | NONE | PC | HUMANITARIAN | $1,000 | |
| EPIC LONG ISLAND | ||||||||
| 506 STEWART AVENUE | GARDEN CITY | NY | 11530 | NONE | PC | HUMANITARIAN | $545 | |
| FOOTHILL FAMILY SERVICE | ||||||||
| 2500 E FOOTHILL BOULEVARD SUITE 300 | PASADENA | CA | 91107 | NONE | PC | HUMANITARIAN | $1,500 | |
| FORMAN SCHOOL | ||||||||
| PO BOX 80 | LITCHFIELD | CT | 06759 | NONE | PC | EDUCATION | $1,000 | |
| FREE LIBRARY OF PHILADELPHIA FOUNDATION | ||||||||
| 1901 VINE STREET | PHILADELPHIA | PA | 19103 | NONE | PC | OTHER | $500 | |
| FRIENDS OF JOHN PAUL II FOUNDATION | ||||||||
| 3424 WEST ADAMS BOULEVARD | LOS ANGELES | CA | 90018 | NONE | PC | RELIGIOUS | $1,000 | |
| FRIENDS OF WONDERLAND | ||||||||
| 8510 WONDERLAND AVENUE | LOS ANGELES | CA | 90046 | NONE | PC | HUMANITARIAN | $1,000 | |
| GRACE EPISCOPAL CHURCH | ||||||||
| 555 E MOUNTAIN VIEW AVENUE | GLENDORA | CA | 91741 | NONE | PC | RELIGIOUS | $1,000 | |
| HATHAWAY-SYCAMORES | ||||||||
| 100 W WALNUT STREET SUITE 375 | PASADENA | CA | 91124 | NONE | PC | HUMANITARIAN | $1,000 | |
| HILLSIDES HOME FOR CHILDREN | ||||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | NONE | PC | HUMANITARIAN | $500 | |
| HOLY REDEEMER CHURCH | ||||||||
| 915 VINE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | RELIGIOUS | $250 | |
| HOPE FOR PAWS | ||||||||
| 26022 DONEGAL LANE | LAKE FOREST | CA | 92630 | NONE | PC | HUMANITARIAN | $100 | |
| IMMANUEL BIBLE CHURCH | ||||||||
| 1254 19TH STREET | SANTA MONICA | CA | 90404 | NONE | PC | RELIGIOUS | $1,000 | |
| INDIAN SCHOOLS ALUMNI AND FRIENDS | ||||||||
| 137 SEAGATE DRIVE | SAN MATEO | CA | 94403 | NONE | PC | EDUCATION | $1,000 | |
| JACKSON CENTER FOR CONDUCTIVE EDUCATION | ||||||||
| 802 N SAMUEL MOORE PARKWAY | MOORESVILLE | IN | 46158 | NONE | PC | EDUCATION | $1,000 | |
| JEFFERSON BOOSTER ASSOCIATION | ||||||||
| 1900 N SIXTH STREET | BURBANK | CA | 91504 | NONE | PC | EDUCATION | $700 | |
| LA CANADA FLINTRIDGE EDUCATIONAL FOUNDATION | ||||||||
| 4490 CORNISHON AVENUE ROOM 211 | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PC | EDUCATION | $1,900 | |
| LITHUANIAN SCOUTS ASSOCIATION | ||||||||
| 8601 114TH STREET | RICHMOND HILL | NY | 11418 | NONE | PC | HUMANITARIAN | $100 | |
| LOS ANGELES HINDU SOCIETY INC | ||||||||
| 46 N LOTUS AVENUE | PASADENA | CA | 91107 | NONE | PC | RELIGIOUS | $1,515 | |
| MAKE KEPPEL SPECIAL FOUNDATION | ||||||||
| 730 GLENWOOD ROAD | GLENDALE | CA | 91202 | NONE | PC | EDUCATION | $500 | |
| MANHATTAN BEACH EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 1110 | MANHATTAN BEACH | CA | 90267 | NONE | PC | EDUCATION | $1,000 | |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | ||||||||
| 415 CROSSWAY PARK DRIVE SUITE D | WOODBURY | NY | 11797 | NONE | PC | HEALTH SERVICES | $250 | |
| MARYMOUNT SCHOOL OF NEW YORK | ||||||||
| 1026 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PC | EDUCATION | $1,000 | |
| MAYFIELD JUNIOR SCHOOL | ||||||||
| 405 S EUCLID AVENUE | PASADENA | CA | 91101 | NONE | PC | EDUCATION | $1,000 | |
| MOCHA GIRLS READ | ||||||||
| 2702 VOORHEES AVENUE SUITE A | REDONDO BEACH | CA | 90278 | NONE | PC | HUMANITARIAN | $500 | |
| MOVEMBER | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | PC | EDUCATION | $100 | |
| MUSICAL THEATRE ORANGE COUNTY | ||||||||
| 1961 E MIRALOMA AVENUE UNIT D | PLACENTIA | CA | 92870 | NONE | PC | CIVIC | $1,000 | |
| MUSTARD SEED COMMUNITIES | ||||||||
| 29 JANES AVENUE | MEDFIELD | MA | 02052 | NONE | PC | HUMANITARIAN | $500 | |
| NEW LIFE CHRISTIAN CENTER | ||||||||
| 1518 BROOKHOLLOW DRIVE | SANTA ANA | CA | 92705 | NONE | PC | RELIGIOUS | $1,000 | |
| NEW YORK UNIVERSITY | ||||||||
| PO BOX 6706 | HAGERSTOWN | MD | 21741 | NONE | PC | EDUCATION | $250 | |
| NYU LANGONE HEALTH | ||||||||
| 1 PARK AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | HEALTH SERVICES | $100 | |
| OAK KNOLL SCHOOL | ||||||||
| 44 BLACKBURN ROAD | SUMMIT | NJ | 07901 | NONE | PC | EDUCATION | $250 | |
| PARENT TEACHER ASSOCIATION OF PS 59 | ||||||||
| 233 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $750 | |
| PASADENA CITY COLLEGE FOUNDATION | ||||||||
| 1570 E COLORADO BOULEVARD | PASADENA | CA | 91106 | NONE | PC | EDUCATION | $1,000 | |
| PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 351 S HUDSON AVENUE | PASADENA | CA | 91109 | NONE | PC | EDUCATION | $3,000 | |
| PAULIST FATHERS BUSTED HALO | ||||||||
| 405 W 59TH STREET | NEW YORK | NY | 10019 | NONE | PC | RELIGIOUS | $100 | |
| PHILADELPHIA SUNS INC | ||||||||
| 1018 WINTER STREET | PHILADELPHIA | PA | 19107 | NONE | PC | HUMANITARIAN | $250 | |
| PTA NEW YORK CONGRESS MS104 | ||||||||
| 330 E 21ST STREET | NEW YORK | NY | 10010 | NONE | PC | EDUCATION | $250 | |
| R & R BOXER RESCUE | ||||||||
| PO BOX 10173 | COSTA MESA | CA | 92627 | NONE | PC | HUMANITARIAN | $550 | |
| RELEVANT RADIO | ||||||||
| 1496 BELLEVUE STREET | GREEN BAY | WI | 54311 | NONE | PC | RELIGIOUS | $100 | |
| ROSE BOWL AQUATICS BOOSTER CLUB | ||||||||
| 360 N ARROYO BOULEVARD | PASADENA | CA | 91103 | NONE | PC | HUMANITARIAN | $500 | |
| SAINT MARKS SCHOOL | ||||||||
| 1050 EAST ALTADENA DRIVE | ALTADENA | CA | 91001 | NONE | PC | EDUCATION | $3,000 | |
| SAN MARINO SCHOOLS FOUNDATION | ||||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | NONE | PC | EDUCATION | $1,000 | |
| ST DOMINIC SCHOOL | ||||||||
| 2005 MERTON AVENUE | LOS ANGLES | CA | 90041 | NONE | PC | EDUCATION | $525 | |
| ST JOHN BOSCO HIGH SCHOOL | ||||||||
| 13640 BELLFLOWER BOULEVARD | BELLFLOWER | CA | 90706 | NONE | PC | EDUCATION | $300 | |
| ST JOHN'S UNIVERSITY | ||||||||
| 8000 UTOPIA PARKWAY | QUEENS | NY | 11439 | NONE | PC | EDUCATION | $500 | |
| ST MATTHEW UNITED METHODIST CHURCH | ||||||||
| 1360 S WENDY DRIVE | NEWBURY PARK | CA | 91320 | NONE | PC | RELIGIOUS | $500 | |
| ST PAUL ACADEMY AND SUMMIT SCHOOL | ||||||||
| 1712 RANDOLPH AVENUE | SAINT PAUL | MN | 55105 | NONE | PC | EDUCATION | $250 | |
| ST PETER & PAUL ROMAN CATHOLIC CHURCH | ||||||||
| 250 E JERSEY STREET | ELIZABETH | NJ | 07206 | NONE | PC | RELIGIOUS | $100 | |
| ST RITA CHURCHSCHOOL | ||||||||
| 318 N BALDWIN AVENUE | SIERRA MADRE | CA | 91024 | NONE | PC | EDUCATION | $950 | |
| STALLIONS BASEBALL CLUB | ||||||||
| 10437 KING COE LANE | STRONGSVILLE | OH | 44149 | NONE | PC | HUMANITARIAN | $200 | |
| SWIM TORRANCE | ||||||||
| 21515 HAWTHORNE BOULEVARD SUITE 200 | TORRANCE | CA | 90503 | NONE | PC | HUMANITARIAN | $1,000 | |
| TENDERS INC | ||||||||
| 520 EIGHT AVENUE SUITE 650 | NEW YORK | NY | 10018 | NONE | PC | HUMANITARIAN | $1,000 | |
| THE BROOKE JACKMAN FOUNDATION INC | ||||||||
| PO BOX 354 | MILL NECK | NY | 11765 | NONE | PC | HUMANITARIAN | $350 | |
| THE EDUCATION FOUNDATION FOR THE WEST ADA SCHOOL DISTRICT | ||||||||
| 1303 EAST CENTRAL DRIVE | MERIDIAN | MD | 83642 | NONE | PC | EDUCATION | $150 | |
| THE HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | PC | EDUCATION | $150 | |
| THE MUSIC CENTER | ||||||||
| PO BOX 849743 | LOS ANGELES | CA | 90084 | NONE | PC | CULTURAL | $1,000 | |
| THE REDLANDS STUDENT INVESTMENT FUND | ||||||||
| PO BOX 3080 | REDLANDS | CA | 92373 | NONE | PC | OTHER | $500 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | EDUCATION | $34,050 | |
| TUFENKIAN PRESCHOOL | ||||||||
| 1200 CARLTON DRIVE | GLENDALE | CA | 91205 | NONE | PC | EDUCATION | $1,000 | |
| UNION SPORTSMEN'S ALLIANCE | ||||||||
| 235 NOAH DRIVE SUITE 200 | FRANKLIN | TN | 37064 | NONE | PC | HUMANITARIAN | $250 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | NONE | PC | EDUCATION | $1,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 4740 WALNUT STREET | BOULDER | CO | 80301 | NONE | PC | EDUCATION | $500 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY PARK CAMPUS ADMN 160 | MC4017 | LOS ANGELES | CA | 90084 | NONE | PC | EDUCATION | $225 |
| VALLEY SCHOOL ALUMNI FUND | ||||||||
| 15700 SHERMAN WAY | VAN NUYS | CA | 91406 | NONE | PC | EDUCATION | $1,000 | |
| VISTA DEL MAR MAKO EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 74982 | SAN CLEMENTE | CA | 92673 | NONE | PC | EDUCATION | $250 | |
| VITILIGO SUPPORT INTERNATIONAL | ||||||||
| PO BOX 3565 | LYNCHBURG | VA | 24503 | NONE | PC | CULTURAL | $100 | |
| WALNUT VALLEY UNIFIED SCHOOL DISTRICT | ||||||||
| 21400 E PATHFINDER ROAD | DIAMOND BAR | CA | 91765 | NONE | PC | EDUCATION | $1,000 | |
| 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 | $250 | |
| WIDENER UNIVERSITY | ||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | NONE | PC | EDUCATION | $1,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | PC | HUMANITARIAN | $555 | |
| WILSON ELEMENTARY SCHOOL | ||||||||
| 8317 SHEFFIELD ROAD | SAN GABRIEL | CA | 91775 | NONE | PC | EDUCATION | $250 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | HUMANITARIAN | $105 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | EDUCATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,101 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,670 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN ASSET MANAGEMENT COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,804 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,804 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, LINE 1A(3): | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE YEAR ENDED MARCH 31, 2020 THE FOUNDATION ACCEPTED ADMINISTRATIVE SERVICES AND USE OF OFFICE FACILITIES FROM A "DISQUALIFIED PERSON". SUCH SERVICES AND FACILITIES WERE PROVIDED WITHOUT CHARGE TO THE FOUNDATION AND WERE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3), WHICH SATISFIES AN EXCEPTION PROVIDED UNDER REGULATION SECTION 53.4941(D)-3 AND IRC SECTION 4941(D)(2)(C). | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $55 | $0 | $0 | $0 |
| FILING FEE | $10 | $0 | $0 | $10 |
Comments