WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION (EIN 20-2589546)
Tax period
2015-04-01 to 2016-03-31
Filed
2016-11-14
IRS object ID
201633199349101978
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-14T20:54:04-06:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

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 Line1555 MISSION STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-04-01TaxPeriodBeginDt

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)
PersonBRUCE ALBERTSPersonNm
Person TitleCFOPersonTitleTxt
Phone6268449400PhoneNum
Signature2016-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer Personjoan s mcmahonPreparerPersonNm
PTINP00966494PTIN
Phone4157834000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,399,055FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,842ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,634InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,634InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,476TotalRevAndExpnssAmt
Total Net Invst Incm$4,634TotalNetInvstIncmAmt
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$5,920AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,920AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$228TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,898TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,705TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$923,523ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$923,523ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$932,421TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$932,228TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$915,945ExcessRevenueOverExpensesAmt
Net Investment Income$4,634NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,315,000CashBOYAmt
Cash EOY$2,399,055CashEOYAmt
Cash EOYFMV$2,399,055CashEOYFMVAmt
Total Assets BOY$3,315,000TotalAssetsBOYAmt
Total Assets EOY$2,399,055TotalAssetsEOYAmt
Total Assets EOYFMV$2,399,055TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,315,000RetainedEarningBOYAmt
Retained Earning EOY$2,399,055RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,315,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,399,055TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,315,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,399,055TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,315,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$915,945ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,399,055SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,399,055TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$839,682AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,806,220NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.220608DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,202,161AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,857,247NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.247498DistributionYr2Rt
Adjusted Qlfy Distri Yr3$883,526AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,753,750NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.153557DistributionYr3Rt
Adjusted Qlfy Distri Yr4$537,736AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,298,183NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.414222DistributionYr4Rt
Adjusted Qlfy Distri Yr5$633,866AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$39,196NetVlNoncharitableAssetsYr5Amt
Distribution Yr516.171701DistributionYr5Rt
Total Distribution17.207586TotalDistributionRt
Average Distribution3.441517AverageDistributionRt
Net Vl Noncharitable Assets$3,018,263NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,387,403AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$46NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,387,449AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$932,228QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$93InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$93SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$93AppliedToEsTaxAmt
Total Payments And Credits$93TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
TRACY A HUTSON
385 E COLORADO BLVDPASADENACA91101DIRECTOR1.00$0$0$0
BRUCE D ALBERTS
385 E COLORADO BLVDPASADENACA91101CFO1.00$0$0$0
PAUL WHITE
385 E COLORADO BLVDPASADENACA91101DIRECTOR1.00$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$3,064,226AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,064,226TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,064,226AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,963CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,018,263NetVlNoncharitableAssetsAmt
Minimum Investment Return$150,913MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$150,913MinimumInvestmentReturnAmt
Tax Based On Investment Income$93TaxBasedOnInvestmentIncomeAmt
Total Tax$93TotalTaxAmt
Distributable Before Adj$150,820DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$150,820DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$150,820DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$932,228ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$932,228QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$932,228AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$150,820DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$631,906ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$472,827ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$595,996ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$959,451ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$649,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,309,680TotalExcessDistributionCyovAmt
Qualifying Distributions$932,228QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$150,820AppliedToCurrentYearAmt
Remaining Distri From Corpus$781,408RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,091,088TotalCorpusAmt
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$631,906ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,459,182ExcessDistriCyovToNextYrAmt
Excess From Year4$472,827ExcessFromYear4Amt
Excess From Year3$595,996ExcessFromYear3Amt
Excess From Year2$959,451ExcessFromYear2Amt
Excess From Year1$649,500ExcessFromYear1Amt
Excess From Current Year$781,408ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (176 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Alhambra True Light Presbyterian Chu
20 W Commonwealth AvenueAlhambraCA91801NONEPCreligious$1,000
American Cancer Society Inc
PO Box 22478Oklahoma CityOK73123NONEPChumanitarian$500
American Society for the Prevention
P O Box 96929WashingtonDC20090NONEPCHumanitarian$100
Anaheim Amateur Figure Skating
300 W Lincoln AvenueAnaheimCA92805NONEPCHumanitarian$1,000
Animal Crackers Pet Rescue
24310 Moulton PARKWAYLaguna HillsCA92637NONEPCHumanitarian$1,000
Arthritis Foundation
35 Cold Spring Road Suite 411Rocky HillCT06067NONEPCHealth Services$250
Autism Speaks
6330 San Vicente Boulevard SuiteLos AngelesCA90048NONEPCHealth Services$3,050401
Aveson Charter School
1919 E Pinecrest DriveAltadenaCA91001NONEPCEducation$263
Avons Breast Cancer
1 Avon PlazaRyeNY10580NONEPCHealth Services$1,000
Beagles and Buddies
PO Box 330TorranceCA90507NONEPCHumanitarian$300
Buddhist Association of the US
2020 Route 301CarmelNY10512NONEPCreligious$940
Caltech Career Development Center
1200 E California BoulevardPasadenaCA91125NONEPCEducation$1,000
Camp Unalayee
3921 East Bayshore RoadPalo AltoCA94303NONEPCHumanitarian$1,000
Chandler School
1005 Armada DrivePasadenaCA91103NONEPCEducation$750
Chaparral Middle School Community Cl
1405 Spruce Tree DriveDiamond BarCA91765NONEPCEducation$100
Child Educational Center
140 Foothill BoulevardLa CanadaCA91101NONEPCEducation$450
Corpus Christi
890 Toyopa DrivePacific PalisadesCA90272NONEPCEducation$1,000
Dartmouth College
6066 Development OfficeHanoverNH03755NONEPCEducation$1,000
DGA Foundation
8436 W Third Street Suite 900Los AngelesCA90048NONEPCCultural$500
Dr Ralph E Hawes Elementary PTA
9682 Yellowstone DriveHuntington BeachCA92646NONEPCEducation$250
Epic Long Island
1500 Hempstead TurnpikeEast MeadowNY11554NONEPCHealth Services$200
Foothill Family Service
2500 E Foothill Boulevard Suite 300PasadenaCA91107NONEPCHumanitarian$1,500
Free Wheelchair Mission
15279 Alton Parkway Suite 300IrvineCA92618NONEPCHumanitarian$155
Global Mission Baptist Church
5802 Santa Catalina AvenueGarden GrovECA92845NONEPCreligious$1,000
Harriet Buhai Center for Family Law
3250 Wilshire Boulevard Suite 710Los AngelesCA90010NONEPCHumanitarian$100
Hastings Ranch Nursery School
3740 E Sierra Madre BoulevardPasadenaCA91107NONEPCEducation$1,000
Hathaway-Sycamores
210 South De Lacey Avenue 110PasadenaCA91105NONEPCHumanitarian$2,750
Henry E Huntington Library
1151 Oxford RoadSan MarinoCA91108NONEPCHumanitarian$200
Hillsborough Schools Foundation
300 El Cerrito AvenueHillsboroughCA94010NONEPCEducation$250
Hillsides
13502 Hamburger LaneBaldwin ParkCA91706NONEPCHumanitarian$2,120
Homework House Inc
54 North Summer StreetHolyokeMA01040NONEPCEducation$100
Horace Mann School
231 W 246th StreetBronxNY10471NONEPCEducation$750
Hudson Valley Cerebral Palsy Association
40 Jon Barrett RoadPattersonNY12563NONEPCHealth Services$200
Iraq and Afghanistan Veterans of America
292 Madison Avenue 10th FloorNew YorkNY10017NONEPCHumanitarian$250
Jesuit International Missions
2050 N Clark StreetChicagoIL60614NONEPCReligous$100
LA Canada Flintridge Edfound
4490 Cornishon Avenue Room 211La Canada FlintridgeCA91011NONEPCEducation$1,000
Legacy Connections
505 E Colorado Boulevard Suite 201PasadenaCA91101NONEPCHumanitarian$701,000E
Leukemia & Lymphoma Society
6033 W Century Boulevard Suite 300Los AngelesCA90045NONEPCHealth Services$1,000
Lincoln Elementary PTA
3101 Pacific View DriveCorona del MarCA92625NONEPCEducation$1,000
Lincoln High School Student Body
3501 N BroadwayLos AngelesCA90031NONEPCEducation$990
Los Angeles Hindu Society Inc
46 N Lotus AvenuePasadenaCA91107NONEPCReligious$1,375
Make-A-Wish Foundation
4742 N 24th Street Suite 400PhoenixAZ85016NONEPCHumanitarian$50
Manhattan Beach Educational Fo
PO Box 1110Manhattan BeachCA90267NONEPCEducation$1,000
Maranatha High School
169 S Saint John AvenuePasadenaCA91105NONEPCEducation$250
Masjid Al-Taqwa
PO Box 6211AltadenaCA91003NONEPCReligious$550
Movember
PO Box 1595Culver CityCA90232NONEPCHealth Services$277
National Outdoor Leadership School
284 Lincoln StreetLanderWY82520NONEPCEducation$500
Network for Good
1140 Connecticut Avenue NW SuiteWashingtonDC20036NONEPCHumanitarian$100700
New York University
726 Broadway 2nd FloorNew YorkNY10003NONEPCEducation$1,000
Norton Simon Museum of Art
411 West Colorado BoulevardPasadenaCA91105NONEPCHumanitarian$125
Oakwood School
11600 Magnolia BoulevardNorth HollywoodCA91601NONEPCEducation$150
Our Lady of Perpetual Help School
10441 South Downey AvenueDowneyCA90241NONEPCEducation$200
Pacific Crossroads Church
6330 San Vicente Boulevard SuiteLos AngelesCA90048NONEPCReligious$1,000102
Pasadena Educational Foundation
351 S Hudson AvenuePasadenaCA91109NONEPCEducation$2,500
Pasadena Ronald McDonald House
763 S Pasadena AvenuePasadenaCA91105NONEPCHumanitarian$400
Project Renewal Inc
200 Varick Street 9th FloorNew YorkNY10014NONEPCHumanitarian$1,600
River City Community Services
1322 27th Street PO Box 160204SacramentoCA95816NONEPCHumanitarian$500
Saint Philip the Apostle School
1363 Cordova StreetPasadenaCA91107NONEPCEducation$1,000
San Marino Schools Foundation
1665 West DriveSan MarinoCA91108NONEPCEducation$3,000
St Bede Catholic School
4524 Crown AvenueLa CanadaCA91011NONEPCEducation$1,000
St Elizabeth School
1840 N Lake AvenueAltadenaCA91001NONEPCEducation$1,000
St Luke Catholic Church
5605 Cloverly AvenueTemple CityCA91780NONEPCReligious$1,446
St Rita School
322 N Baldwin AvenueSierra MadreCA91024NONEPCEducation$250
Strengthen Orlando Inc
400 S Orange AvenueOrlandoFL32801NONEPCCivic$500
Telesis Math and Science Academy
2800 E Hollingworth StreetWest CovinaCA91792NONEPCEducation$1,000
The Brooke Jackman Foundation Inc
PO Box 354Mill NeckNY11765NONEPCCultural$250
The Garden Cooperative Nursery School
3602 Eagle Rock BoulevardLos AngelesCA90065NONEPCEducation$1,000
The Gooden School
192 No Baldwin AvenueSierra MadreCA91024NONEPCEducation$1,000
The Hotchkiss School
11 Interlaken RoadLakevilleCT06039NONEPCEducation$250
The Music Center
PO Box 849743Los AngelesCA90084NONEPCCultural$1,000
The Prem Rawat Foundation
PO Box 24-1498Los AngelesCA90024NONEPCHumanitarian$140
The UCLA Foundation
10920 Wilshire BoulevardLos AngelesCA90024NONEPCEducation$35,250
Tony Hawk Foundation
1203 Activity DriveVistaCA92081NONEPCHumanitarian$250
Transition House
425 E Cota StreetSanta BarbaraCA93101NONEPCHumanitarian$1,000
UCI Irvine Gift Administration
University AdvancementIrvineCA92617NONEPCEducation$250
Union Sportsmen's Alliance
3340 Perimeter Hill DriveNashvilleTN37211NONEPCHumanitarian$250
USC
3501 Watt Way Heritage Hall 203BLos AngelesCA90089NONEPCEducation$61,100
Valley School Alumni Fund
15700 Sherman WayVan NuysCA91406NONEPCEducation$1,000
Westwood Involvement Supports Education
PO Box 642360Los AngelesCA90064NONEPCEducation$500
Whittier Pony Baseball
PO Box 6186WhittierCA90609NONEPCHumanitarian$1,000
Words of Peace International
4607 Lakeview Canyon Road 570Westlake VillageCA91361NONEPCHumanitarian$760
World Vision
P O Box 9716Federal WayWA98063NONEPCHumanitarian$620
Aids Walk NY
446 W 33rd Street Floor 6new YorkNY10001NONEPCHealth Services$100
American Armenian Rose Float
Association IncpasadenaCA91116NONEPCCivic$200
American Lung Association in California
333 Hegen Berger Road Suite 450OaklandCA94621NONEPChealth$100
Arcadia Educational Foundation
PO BOX 660009ArcadiaCA91066NONEpcEDUCATION$500
Brandeis University
PO Box 549110 MS126WalthamMA02454NONEPCEDUCATION$1,000
Bridges Academy
3921 Laurel Canyon BoulevardStudio CityCA91604NONEPCEDUCATION$1,000
Bucknell University
301 Market Street Suite 2LewisburgPA17837NONEPCEDUCATION$150
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741NONEPCHumanitarian$100
Blinknow Foundation
PO Box 453MendhamNJ07945nonepchumanitarian$125
Champlain College
PO Box 670BurlingtonVT05402nonepceducation$100
Childrens Hospital of Los Angeles
4650 Sunset Boulevard 29Los AngelesCA90027nonepchealth$100
Christian Assembly
2424 Colorado BoulevardLos AngelesCA90041nONEpceducation$1,000
Church of Saint Philip The Apostle
151 South Hill AvenuePasadenaCA91106nONEpceducation$1,000
City of Hope
1055 Wilshire BoulevardLos AngelesCA90017NONEpchealth$500
Claremont McKenna College
400 N Claremont BoulevardClaremontCA91711NONEPCEDUCATION$150
Catholic Bishop of Northern Alaska
1312 Peger RoadFairbanksAK99709NONEPCRELIGIOus$100
Children International
2000 East Red Bridge RoadKansas CityMO64131NONEPCHUMANITARIAN$1,000
Cornelia Connelly Center
220 East 4th StreetNew YorkNY10009NONEPCreligious$1,000
Descanso Gardens Guild Inc
1418 Descanso DriveLA CANADACA91011NONEPCcultural$100
Doctors Without Borders
333 Seventh Avenue 2nd FloorNew YorkNY10001NONEPCHEALTH$150
Eagle Rock Elementary PTA
2057 Fair Park AvenueEagle RockCA90041NONEPCeducation$157
Escape Theater
28442 Alder Peak AvenueSanta ClaritaCA91387NONEPCcultural$500
Florida Agricultural and Mechanical
625 East TennesseeTallahasseeFL32308NONEPCeducation$800
Flintridge Center
236 W Mountain StreetPasadenaCA91103NONEPCHUMANITARIAN$375
Friends of Bogardus Garden Inc
90 West BroadwayNew YorkNY10007NONEPCcultural$250
Friends of Math Academy
PO Box 56747Sherman OaksCA91413nonepceducation$700
GLOBALGIVING
1110 Vermont Ave NW suite 550WashingtonDC20005NONEPCHUMANITARIAN$4,400
Golden Oak School PTA
25201 Via PrincessaSanta ClaritaCA91387NONEPCEDUCATION$250
Fullerton Rangers Soccer Club
369 S Acacia AvenueFullertonCA92831NONEPCHUMANITARIAN$150
Harvard Varsity Club Inc
65 N Harvard StreetBostonMA02163NONEPCEDUCATION$1,000
Holy Redeemer Church
915 Vine StreetPhiladelphiaPA19107NONEPCeducation$500
Holy Angels Church
370 Campus DriveArcadiaCA91007NONEPCRELIGION$100
Holy Trinity Episcopal Church
PO Box 4195CovinaCA91723NONEPCRELIGIOus$1,000
International Rett Syndrome Foundation
4600 Devitt DriveCincinnatiOH45246NONEPCHEALTH$250
Jackson Center for Conductive Education
802 N Samuel Moore ParkwayMooresvilleIN46158NONEPCEDUCATION$1,000
Imagine Los Angeles Inc
5455 Wilshire Boulevard Suite 1001Los AngelesCA90036NONEPCHUMANITARIAN$100
Immanuel Bible Church
1254 19th StreetSanta MonicaCA90404NONEPCRELIGIOus$1,000
International Crisis Aid
5427 Telegraph RoadSt Louis MOMO63129NONEPCHUMANITARIAN$105
International Rescue Committee Inc
122 E 42nd StreetNew YorkNY10168NONEPCHUMANITARIAN$100
Islamic Center of Southern California
434 S Vermont AvenueLos AngelesCA90020NONEPCRELIGIOus$450
Islamic Relief USA
3655 Wheeler AvenueAlexandriaVA22304NONEPChumanitarian$300
Jefferson Booster Association
1900 N Sixth StreetBurbankCA91504NONEPCeducation$150
LACA Music Foundation
5622 Rosemead BoulevardTemple CityCA91780NONEPCeducation$100
Legacy of Learning
1301 Rollin StreetSouth PasadenaCA91030NONEPCEDUCATION$250
Lundeberg Maryland Seamanship School
5201 Auth WayCamp SpringSMD20746NONEPCEDUCATION$250
La Canada Spartan Booster Club
9107 Wilshire Boulevard Suite 260Beverly HillsCA90210NONEPCHUMANITARIAN$350
MPP Foundation
2370 Champlain Street NW Suite 12WashingtonDC20009NONEPChealth$100
Memorial Sloan- Kettering Cancer Centre
Kettering Cancer CenterNYNY10065NONEPCHEALTH$388
Mercy for Animals
8033 Sunset Boulevard Suite 864Los AngelesCA90046NONEPCHUMANITARIAN$362
My Refuge House
255 E Santa Clara Street 100ArcadiaCA91006NONEPCHUMANITARIAN$800
New Horizon School Pasadena
651 North Orange Grove BoulevardPasadenaCA91103NONEPCEDUCATION$500
Operation Smile
3641 Faculty BoulevardVirginia BeachCA23453NONEPChealth$120
Pajama Program Inc
114 E 39th StreetNew YorkNY10016NONEPCeducation$500
Palos Verdes Peninsula Education Foundation
PO Box 2632Palos Verdes PeninsulaCA90274NONEPCEDUCATION$1,000
Parent Teacher Association of PS 59
233 East 56th StreetNew YorkNY10022NONEPCEDUCATION$700
Polytechnic School
1030 E California BoulevardPasadenaCA91106NONEPCEDUCATION$750
PTA of the Neighborhood School
121 East 3rd Street Office Room 305New YorkNY10009NONEPCEDUCATION$300
Quail Summit Community Club
23330 Quail Summit DriveDiamond BarCA91765NONEPCeducation$701
Redondo Beach Educational Foundation
409 N Pacific Coast Hwy Suite 310Redondo BeachCA90277NONEPCEDUCATION$800
Robinson PTSA
80 Morningside DriveManhattan BeachCA90266NONEPCeducation$1,000
Robin Hood Foundation
826 Broadway 9th FloorNew YorkNY10003NONEPCHUMANITARIAN$104
Saint Joseph High School
409 N Pacific Coast Hwy Suite 310Redondo BeachCA90277NONEPCEDUCATION$1,400
Saint Marks School
1050 East Altadena DriveAltadenaCA91001NONEPCEDUCATION$1,400
Sequoyah Educational Center
525 S Pasadena AvenuePASADENACA91105NONEPCEDUCATION$900
Shepherds Inc
299 Washington AvenueBridgeportCT06604NONEPCcivic$1,000
Smile Train Inc
41 Madison Avenue 28th FloorNew YorkNY10010NONEPChealth$480
So California Public Radio
474 S Raymond AvenuePasadenaCA91105NONEPChumanitarian$10,120
So Pasadena Educational Foundation
P O Box 3342So PasadenaCA91031NONEPCEDUCATION$850
Southern Tier Aids Program
22 Riverside DriveBinghamtonNJ13905NONEPChealth$100
St Edmunds Nursery School
PO Box 80038San MarinoCA91108NONEPCEDUCATION$250
Stallions Baseball Organization
10437 King Coe LaneStrongsvilleOH44149NONEPChumanitarian$200
Susan G Komen for the Cure
PO Box 9223 GPONew YorkNY10087NONEPCHEALTH$200
Sacred Heart Church
12704 Foothill BoulevardRancho CucamongaCA91739NONEPCRELIGIOus$1,000
Saints Felicitas & Perpetua Church
1190 Palomar RoadSan MarinoCA91108NONEPCRELIGIOus$1,000
Sherman Oaks Lutheran Church
14847 Dickens StreetSherman OaksCA94103NONEPCRELIGIOus$775
Speak Up for the Poor
87 E Green Street Suite 203PasadenaCA91103NONEPCHUMANITARIAN$100
St Kateri Tekakwitha Parish
2216 Rosa RoadSchenectadyNY12309NONEPCreligious$100
St Marys Armenian Apostolic Church
1200 Carlton DriveGlendaleCA91205NONEPCRELIGIOus$250
The Arbor Learning Community
PO Box 702AtwoodCA92811NONEPCEDUCATION$1,000
The Gooden School
192 No Baldwin AvenueSierra MadreCA91024NONEPCEDUCATION$1,000
Trinity College
300 Summit StreetHartfordCT06106NONEPCEDUCATION$1,000
The First Tee of Plainfield
1591 Woodland AvenueEdisonNJ08820NONEPCHUMANITARIAN$1,000
The Han Schneider International
1101 Michelle CourtMontebelloCA90640NONEPCHUMANITARIAN$1,000
The St Francis Breadline
135 West 31st StreetNew YorkNY10001NONEPCreligious$500
The Wounded Warrior Project
PO Box 75817TopekaKS66675nONEpchumanitarian$500
Union Station Homeless Services
825 E Orange Grove BoulevardPasadenaCA91104nONEpcHumanitarian$1,000
University of Califiornia
Gifts AdministrationSanta BarbaraCA98106nONEpceducation$1,000
Vassar College
124 Raymond Avenue Box 725PoughkeepsieNY12604nonepceducation$100
Westmont College
955 La Paz RoadSanta BarbaraCA93108nONEpceducation$500
Women in Institutional Investment
1158 26th StreetSanta MonicaCA90403nonepccivic$5,000
World Wildlife Fund Inc
1250 24th Street NWWashingtonDC20037nONEpcHumanitarian$100
World Agape Inc
PO Box 660655ArcadiaCA91066nONEpcreligious$200
YMCA of Greater New York
15 West 63rd Street 6th FloorNew YorkNY10023nONEpchealth$500
American Cancer Society Inc
PO Box 22478Oklahoma CityOK73123NONEPCHEALTH$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$923,523TotalGrantOrContriPdDurYrAmt
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$4,634ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,634ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,634TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,920Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,920DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescGRANT EXPENSESDesc
Revenue And Expenses Per Books$2,750RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,750DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$228Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

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