Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 04-01-2015 , and ending 03-31-2016
Name of foundation
WESTERN ASSET MANAGEMENT COMPANY
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)385 E COLORADO BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PASADENA, CA91101
A Employer identification number

20-2589546
B Telephone number (see instructions)

(626) 844-9400
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,399,055J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 11,842
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 4,634 4,634  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 16,476 4,634 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,920 0 0 5,920
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 228 0 0 35
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,750 0 0 2,750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,898 0 0 8,705
25 Contributions, gifts, grants paid....... 923,523 923,523
26 Total expenses and disbursements. Add lines 24 and 25 932,421 0 0 932,228
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -915,945
b Net investment income (if negative, enter -0-) 4,634
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,315,000 2,399,055 2,399,055
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,315,000 2,399,055 2,399,055
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 3,315,000 2,399,055
30 Total net assets or fund balances (see instructions)..... 3,315,000 2,399,055
31 Total liabilities and net assets/fund balances (see instructions). 3,315,000 2,399,055
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,315,000
2
Enter amount from Part I, line 27a .....................
2
-915,945
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,399,055
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,399,055
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 839,682 3,806,220 0.220608
2013 1,202,161 4,857,247 0.247498
2012 883,526 5,753,750 0.153557
2011 537,736 1,298,183 0.414222
2010 633,866 39,196 16.171701
2
Total of line 1, column (d) .....................
217.207586
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
3.441517
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,018,263
5
Multiply line 4 by line 3......................
5
10,387,403
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
46
7
Add lines 5 and 6........................
7
10,387,449
8
Enter qualifying distributions from Part XII, line 4.............
8
932,228
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 93
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 93
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 93
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 93
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 93
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (626) 844-9400

    Located atbullet385 E COLORADO BLVDPASADENACA ZIP+4bullet91101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES W HIRSCHMANN PRESIDENT
    1.00     		0 0 0
    385 E COLORADO BLVD
    PASADENA,CA91101
    TRACY A HUTSON DIRECTOR
    1.00     		0 0 0
    385 E COLORADO BLVD
    PASADENA,CA91101
    BRUCE D ALBERTS CFO
    1.00     		0 0 0
    385 E COLORADO BLVD
    PASADENA,CA91101
    PAUL WHITE DIRECTOR
    1.00     		0 0 0
    385 E COLORADO BLVD
    PASADENA,CA91101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    3,064,226
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,064,226
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,064,226
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    45,963
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,018,263
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    150,913
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    150,913
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    93
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    93
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    150,820
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    150,820
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    150,820
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    932,228
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    932,228
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    932,228
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 150,820
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 631,906
    b From 2011...... 472,827
    c From 2012...... 595,996
    d From 2013...... 959,451
    e From 2014...... 649,500
    fTotal of lines 3a through e........ 3,309,680
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 932,228
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 150,820
    e Remaining amount distributed out of corpus 781,408
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,091,088
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		631,906
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		3,459,182
    10 Analysis of line 9:
    a Excess from 2011.... 472,827
    b Excess from 2012.... 595,996
    c Excess from 2013.... 959,451
    d Excess from 2014.... 649,500
    e Excess from 2015.... 781,408
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Alhambra True Light Presbyterian Chu
    20 W Commonwealth Avenue
    Alhambra,CA91801     		NONE PC religious 1,000
    American Cancer Society Inc
    PO Box 22478
    Oklahoma City,OK73123     		NONE PC humanitarian 500
    American Society for the Prevention
    P O Box 96929
    Washington,DC20090     		NONE PC Humanitarian 100
    Anaheim Amateur Figure Skating
    300 W Lincoln Avenue
    Anaheim,CA92805     		NONE PC Humanitarian 1,000
    Animal Crackers Pet Rescue
    24310 Moulton PARKWAY
    Laguna Hills,CA92637     		NONE PC Humanitarian 1,000
    Arthritis Foundation
    35 Cold Spring Road Suite 411
    Rocky Hill,CT06067     		NONE PC Health Services 250
    Autism Speaks
    6330 San Vicente Boulevard Suite
    401
    Los Angeles,CA90048     		NONE PC Health Services 3,050
    Aveson Charter School
    1919 E Pinecrest Drive
    Altadena,CA91001     		NONE PC Education 263
    Avons Breast Cancer
    1 Avon Plaza
    Rye,NY10580     		NONE PC Health Services 1,000
    Beagles and Buddies
    PO Box 330
    Torrance,CA90507     		NONE PC Humanitarian 300
    Buddhist Association of the US
    2020 Route 301
    Carmel,NY10512     		NONE PC religious 940
    Caltech Career Development Center
    1200 E California Boulevard
    Pasadena,CA91125     		NONE PC Education 1,000
    Camp Unalayee
    3921 East Bayshore Road
    Palo Alto,CA94303     		NONE PC Humanitarian 1,000
    Chandler School
    1005 Armada Drive
    Pasadena,CA91103     		NONE PC Education 750
    Chaparral Middle School Community Cl
    1405 Spruce Tree Drive
    Diamond Bar,CA91765     		NONE PC Education 100
    Child Educational Center
    140 Foothill Boulevard
    La Canada,CA91101     		NONE PC Education 450
    Corpus Christi
    890 Toyopa Drive
    Pacific Palisades,CA90272     		NONE PC Education 1,000
    Dartmouth College
    6066 Development Office
    Hanover,NH03755     		NONE PC Education 1,000
    DGA Foundation
    8436 W Third Street Suite 900
    Los Angeles,CA90048     		NONE PC Cultural 500
    Dr Ralph E Hawes Elementary PTA
    9682 Yellowstone Drive
    Huntington Beach,CA92646     		NONE PC Education 250
    Epic Long Island
    1500 Hempstead Turnpike
    East Meadow,NY11554     		NONE PC Health Services 200
    Foothill Family Service
    2500 E Foothill Boulevard Suite 300
    Pasadena,CA91107     		NONE PC Humanitarian 1,500
    Free Wheelchair Mission
    15279 Alton Parkway Suite 300
    Irvine,CA92618     		NONE PC Humanitarian 155
    Global Mission Baptist Church
    5802 Santa Catalina Avenue
    Garden GrovE,CA92845     		NONE PC religious 1,000
    Harriet Buhai Center for Family Law
    3250 Wilshire Boulevard Suite 710
    Los Angeles,CA90010     		NONE PC Humanitarian 100
    Hastings Ranch Nursery School
    3740 E Sierra Madre Boulevard
    Pasadena,CA91107     		NONE PC Education 1,000
    Hathaway-Sycamores
    210 South De Lacey Avenue 110
    Pasadena,CA91105     		NONE PC Humanitarian 2,750
    Henry E Huntington Library
    1151 Oxford Road
    San Marino,CA91108     		NONE PC Humanitarian 200
    Hillsborough Schools Foundation
    300 El Cerrito Avenue
    Hillsborough,CA94010     		NONE PC Education 250
    Hillsides
    13502 Hamburger Lane
    Baldwin Park,CA91706     		NONE PC Humanitarian 2,120
    Homework House Inc
    54 North Summer Street
    Holyoke,MA01040     		NONE PC Education 100
    Horace Mann School
    231 W 246th Street
    Bronx,NY10471     		NONE PC Education 750
    Hudson Valley Cerebral Palsy Association
    40 Jon Barrett Road
    Patterson,NY12563     		NONE PC Health Services 200
    Iraq and Afghanistan Veterans of America
    292 Madison Avenue 10th Floor
    New York,NY10017     		NONE PC Humanitarian 250
    Jesuit International Missions
    2050 N Clark Street
    Chicago,IL60614     		NONE PC Religous 100
    LA Canada Flintridge Edfound
    4490 Cornishon Avenue Room 211
    La Canada Flintridge,CA91011     		NONE PC Education 1,000
    Legacy Connections
    505 E Colorado Boulevard Suite 201
    E
    Pasadena,CA91101     		NONE PC Humanitarian 701,000
    Leukemia & Lymphoma Society
    6033 W Century Boulevard Suite 300
    Los Angeles,CA90045     		NONE PC Health Services 1,000
    Lincoln Elementary PTA
    3101 Pacific View Drive
    Corona del Mar,CA92625     		NONE PC Education 1,000
    Lincoln High School Student Body
    3501 N Broadway
    Los Angeles,CA90031     		NONE PC Education 990
    Los Angeles Hindu Society Inc
    46 N Lotus Avenue
    Pasadena,CA91107     		NONE PC Religious 1,375
    Make-A-Wish Foundation
    4742 N 24th Street Suite 400
    Phoenix,AZ85016     		NONE PC Humanitarian 50
    Manhattan Beach Educational Fo
    PO Box 1110
    Manhattan Beach,CA90267     		NONE PC Education 1,000
    Maranatha High School
    169 S Saint John Avenue
    Pasadena,CA91105     		NONE PC Education 250
    Masjid Al-Taqwa
    PO Box 6211
    Altadena,CA91003     		NONE PC Religious 550
    Movember
    PO Box 1595
    Culver City,CA90232     		NONE PC Health Services 277
    National Outdoor Leadership School
    284 Lincoln Street
    Lander,WY82520     		NONE PC Education 500
    Network for Good
    1140 Connecticut Avenue NW Suite
    700
    Washington,DC20036     		NONE PC Humanitarian 100
    New York University
    726 Broadway 2nd Floor
    New York,NY10003     		NONE PC Education 1,000
    Norton Simon Museum of Art
    411 West Colorado Boulevard
    Pasadena,CA91105     		NONE PC Humanitarian 125
    Oakwood School
    11600 Magnolia Boulevard
    North Hollywood,CA91601     		NONE PC Education 150
    Our Lady of Perpetual Help School
    10441 South Downey Avenue
    Downey,CA90241     		NONE PC Education 200
    Pacific Crossroads Church
    6330 San Vicente Boulevard Suite
    102
    Los Angeles,CA90048     		NONE PC Religious 1,000
    Pasadena Educational Foundation
    351 S Hudson Avenue
    Pasadena,CA91109     		NONE PC Education 2,500
    Pasadena Ronald McDonald House
    763 S Pasadena Avenue
    Pasadena,CA91105     		NONE PC Humanitarian 400
    Project Renewal Inc
    200 Varick Street 9th Floor
    New York,NY10014     		NONE PC Humanitarian 1,600
    River City Community Services
    1322 27th Street PO Box 160204
    Sacramento,CA95816     		NONE PC Humanitarian 500
    Saint Philip the Apostle School
    1363 Cordova Street
    Pasadena,CA91107     		NONE PC Education 1,000
    San Marino Schools Foundation
    1665 West Drive
    San Marino,CA91108     		NONE PC Education 3,000
    St Bede Catholic School
    4524 Crown Avenue
    La Canada,CA91011     		NONE PC Education 1,000
    St Elizabeth School
    1840 N Lake Avenue
    Altadena,CA91001     		NONE PC Education 1,000
    St Luke Catholic Church
    5605 Cloverly Avenue
    Temple City,CA91780     		NONE PC Religious 1,446
    St Rita School
    322 N Baldwin Avenue
    Sierra Madre,CA91024     		NONE PC Education 250
    Strengthen Orlando Inc
    400 S Orange Avenue
    Orlando,FL32801     		NONE PC Civic 500
    Telesis Math and Science Academy
    2800 E Hollingworth Street
    West Covina,CA91792     		NONE PC Education 1,000
    The Brooke Jackman Foundation Inc
    PO Box 354
    Mill Neck,NY11765     		NONE PC Cultural 250
    The Garden Cooperative Nursery School
    3602 Eagle Rock Boulevard
    Los Angeles,CA90065     		NONE PC Education 1,000
    The Gooden School
    192 No Baldwin Avenue
    Sierra Madre,CA91024     		NONE PC Education 1,000
    The Hotchkiss School
    11 Interlaken Road
    Lakeville,CT06039     		NONE PC Education 250
    The Music Center
    PO Box 849743
    Los Angeles,CA90084     		NONE PC Cultural 1,000
    The Prem Rawat Foundation
    PO Box 24-1498
    Los Angeles,CA90024     		NONE PC Humanitarian 140
    The UCLA Foundation
    10920 Wilshire Boulevard
    Los Angeles,CA90024     		NONE PC Education 35,250
    Tony Hawk Foundation
    1203 Activity Drive
    Vista,CA92081     		NONE PC Humanitarian 250
    Transition House
    425 E Cota Street
    Santa Barbara,CA93101     		NONE PC Humanitarian 1,000
    UCI Irvine Gift Administration
    University Advancement
    Irvine,CA92617     		NONE PC Education 250
    Union Sportsmen's Alliance
    3340 Perimeter Hill Drive
    Nashville,TN37211     		NONE PC Humanitarian 250
    USC
    3501 Watt Way Heritage Hall 203B
    Los Angeles,CA90089     		NONE PC Education 61,100
    Valley School Alumni Fund
    15700 Sherman Way
    Van Nuys,CA91406     		NONE PC Education 1,000
    Westwood Involvement Supports Education
    PO Box 642360
    Los Angeles,CA90064     		NONE PC Education 500
    Whittier Pony Baseball
    PO Box 6186
    Whittier,CA90609     		NONE PC Humanitarian 1,000
    Words of Peace International
    4607 Lakeview Canyon Road 570
    Westlake Village,CA91361     		NONE PC Humanitarian 760
    World Vision
    P O Box 9716
    Federal Way,WA98063     		NONE PC Humanitarian 620
    Aids Walk NY
    446 W 33rd Street Floor 6
    new York,NY10001     		NONE PC Health Services 100
    American Armenian Rose Float
    Association Inc
    pasadena,CA91116     		NONE PC Civic 200
    American Lung Association in California
    333 Hegen Berger Road Suite 450
    Oakland,CA94621     		NONE PC health 100
    Arcadia Educational Foundation
    PO BOX 660009
    Arcadia,CA91066     		NONE pc EDUCATION 500
    Brandeis University
    PO Box 549110 MS126
    Waltham,MA02454     		NONE PC EDUCATION 1,000
    Bridges Academy
    3921 Laurel Canyon Boulevard
    Studio City,CA91604     		NONE PC EDUCATION 1,000
    Bucknell University
    301 Market Street Suite 2
    Lewisburg,PA17837     		NONE PC EDUCATION 150
    Best Friends Animal Society
    5001 Angel Canyon Road
    Kanab,UT84741     		NONE PC Humanitarian 100
    Blinknow Foundation
    PO Box 453
    Mendham,NJ07945     		none pc humanitarian 125
    Champlain College
    PO Box 670
    Burlington,VT05402     		none pc education 100
    Childrens Hospital of Los Angeles
    4650 Sunset Boulevard 29
    Los Angeles,CA90027     		none pc health 100
    Christian Assembly
    2424 Colorado Boulevard
    Los Angeles,CA90041     		nONE pc education 1,000
    Church of Saint Philip The Apostle
    151 South Hill Avenue
    Pasadena,CA91106     		nONE pc education 1,000
    City of Hope
    1055 Wilshire Boulevard
    Los Angeles,CA90017     		NONE pc health 500
    Claremont McKenna College
    400 N Claremont Boulevard
    Claremont,CA91711     		NONE PC EDUCATION 150
    Catholic Bishop of Northern Alaska
    1312 Peger Road
    Fairbanks,AK99709     		NONE PC RELIGIOus 100
    Children International
    2000 East Red Bridge Road
    Kansas City,MO64131     		NONE PC HUMANITARIAN 1,000
    Cornelia Connelly Center
    220 East 4th Street
    New York,NY10009     		NONE PC religious 1,000
    Descanso Gardens Guild Inc
    1418 Descanso Drive
    LA CANADA,CA91011     		NONE PC cultural 100
    Doctors Without Borders
    333 Seventh Avenue 2nd Floor
    New York,NY10001     		NONE PC HEALTH 150
    Eagle Rock Elementary PTA
    2057 Fair Park Avenue
    Eagle Rock,CA90041     		NONE PC education 157
    Escape Theater
    28442 Alder Peak Avenue
    Santa Clarita,CA91387     		NONE PC cultural 500
    Florida Agricultural and Mechanical
    625 East Tennessee
    Tallahassee,FL32308     		NONE PC education 800
    Flintridge Center
    236 W Mountain Street
    Pasadena,CA91103     		NONE PC HUMANITARIAN 375
    Friends of Bogardus Garden Inc
    90 West Broadway
    New York,NY10007     		NONE PC cultural 250
    Friends of Math Academy
    PO Box 56747
    Sherman Oaks,CA91413     		none pc education 700
    GLOBALGIVING
    1110 Vermont Ave NW suite 550
    Washington,DC20005     		NONE PC HUMANITARIAN 4,400
    Golden Oak School PTA
    25201 Via Princessa
    Santa Clarita,CA91387     		NONE PC EDUCATION 250
    Fullerton Rangers Soccer Club
    369 S Acacia Avenue
    Fullerton,CA92831     		NONE PC HUMANITARIAN 150
    Harvard Varsity Club Inc
    65 N Harvard Street
    Boston,MA02163     		NONE PC EDUCATION 1,000
    Holy Redeemer Church
    915 Vine Street
    Philadelphia,PA19107     		NONE PC education 500
    Holy Angels Church
    370 Campus Drive
    Arcadia,CA91007     		NONE PC RELIGION 100
    Holy Trinity Episcopal Church
    PO Box 4195
    Covina,CA91723     		NONE PC RELIGIOus 1,000
    International Rett Syndrome Foundation
    4600 Devitt Drive
    Cincinnati,OH45246     		NONE PC HEALTH 250
    Jackson Center for Conductive Education
    802 N Samuel Moore Parkway
    Mooresville,IN46158     		NONE PC EDUCATION 1,000
    Imagine Los Angeles Inc
    5455 Wilshire Boulevard Suite 1001
    Los Angeles,CA90036     		NONE PC HUMANITARIAN 100
    Immanuel Bible Church
    1254 19th Street
    Santa Monica,CA90404     		NONE PC RELIGIOus 1,000
    International Crisis Aid
    5427 Telegraph Road
    St Louis MO,MO63129     		NONE PC HUMANITARIAN 105
    International Rescue Committee Inc
    122 E 42nd Street
    New York,NY10168     		NONE PC HUMANITARIAN 100
    Islamic Center of Southern California
    434 S Vermont Avenue
    Los Angeles,CA90020     		NONE PC RELIGIOus 450
    Islamic Relief USA
    3655 Wheeler Avenue
    Alexandria,VA22304     		NONE PC humanitarian 300
    Jefferson Booster Association
    1900 N Sixth Street
    Burbank,CA91504     		NONE PC education 150
    LACA Music Foundation
    5622 Rosemead Boulevard
    Temple City,CA91780     		NONE PC education 100
    Legacy of Learning
    1301 Rollin Street
    South Pasadena,CA91030     		NONE PC EDUCATION 250
    Lundeberg Maryland Seamanship School
    5201 Auth Way
    Camp SpringS,MD20746     		NONE PC EDUCATION 250
    La Canada Spartan Booster Club
    9107 Wilshire Boulevard Suite 260
    Beverly Hills,CA90210     		NONE PC HUMANITARIAN 350
    MPP Foundation
    2370 Champlain Street NW Suite 12
    Washington,DC20009     		NONE PC health 100
    Memorial Sloan- Kettering Cancer Centre
    Kettering Cancer Center
    NY,NY10065     		NONE PC HEALTH 388
    Mercy for Animals
    8033 Sunset Boulevard Suite 864
    Los Angeles,CA90046     		NONE PC HUMANITARIAN 362
    My Refuge House
    255 E Santa Clara Street 100
    Arcadia,CA91006     		NONE PC HUMANITARIAN 800
    New Horizon School Pasadena
    651 North Orange Grove Boulevard
    Pasadena,CA91103     		NONE PC EDUCATION 500
    Operation Smile
    3641 Faculty Boulevard
    Virginia Beach,CA23453     		NONE PC health 120
    Pajama Program Inc
    114 E 39th Street
    New York,NY10016     		NONE PC education 500
    Palos Verdes Peninsula Education Foundation
    PO Box 2632
    Palos Verdes Peninsula,CA90274     		NONE PC EDUCATION 1,000
    Parent Teacher Association of PS 59
    233 East 56th Street
    New York,NY10022     		NONE PC EDUCATION 700
    Polytechnic School
    1030 E California Boulevard
    Pasadena,CA91106     		NONE PC EDUCATION 750
    PTA of the Neighborhood School
    121 East 3rd Street Office Room 305
    New York,NY10009     		NONE PC EDUCATION 300
    Quail Summit Community Club
    23330 Quail Summit Drive
    Diamond Bar,CA91765     		NONE PC education 701
    Redondo Beach Educational Foundation
    409 N Pacific Coast Hwy Suite 310
    Redondo Beach,CA90277     		NONE PC EDUCATION 800
    Robinson PTSA
    80 Morningside Drive
    Manhattan Beach,CA90266     		NONE PC education 1,000
    Robin Hood Foundation
    826 Broadway 9th Floor
    New York,NY10003     		NONE PC HUMANITARIAN 104
    Saint Joseph High School
    409 N Pacific Coast Hwy Suite 310
    Redondo Beach,CA90277     		NONE PC EDUCATION 1,400
    Saint Marks School
    1050 East Altadena Drive
    Altadena,CA91001     		NONE PC EDUCATION 1,400
    Sequoyah Educational Center
    525 S Pasadena Avenue
    PASADENA,CA91105     		NONE PC EDUCATION 900
    Shepherds Inc
    299 Washington Avenue
    Bridgeport,CT06604     		NONE PC civic 1,000
    Smile Train Inc
    41 Madison Avenue 28th Floor
    New York,NY10010     		NONE PC health 480
    So California Public Radio
    474 S Raymond Avenue
    Pasadena,CA91105     		NONE PC humanitarian 10,120
    So Pasadena Educational Foundation
    P O Box 3342
    So Pasadena,CA91031     		NONE PC EDUCATION 850
    Southern Tier Aids Program
    22 Riverside Drive
    Binghamton,NJ13905     		NONE PC health 100
    St Edmunds Nursery School
    PO Box 80038
    San Marino,CA91108     		NONE PC EDUCATION 250
    Stallions Baseball Organization
    10437 King Coe Lane
    Strongsville,OH44149     		NONE PC humanitarian 200
    Susan G Komen for the Cure
    PO Box 9223 GPO
    New York,NY10087     		NONE PC HEALTH 200
    Sacred Heart Church
    12704 Foothill Boulevard
    Rancho Cucamonga,CA91739     		NONE PC RELIGIOus 1,000
    Saints Felicitas & Perpetua Church
    1190 Palomar Road
    San Marino,CA91108     		NONE PC RELIGIOus 1,000
    Sherman Oaks Lutheran Church
    14847 Dickens Street
    Sherman Oaks,CA94103     		NONE PC RELIGIOus 775
    Speak Up for the Poor
    87 E Green Street Suite 203
    Pasadena,CA91103     		NONE PC HUMANITARIAN 100
    St Kateri Tekakwitha Parish
    2216 Rosa Road
    Schenectady,NY12309     		NONE PC religious 100
    St Marys Armenian Apostolic Church
    1200 Carlton Drive
    Glendale,CA91205     		NONE PC RELIGIOus 250
    The Arbor Learning Community
    PO Box 702
    Atwood,CA92811     		NONE PC EDUCATION 1,000
    The Gooden School
    192 No Baldwin Avenue
    Sierra Madre,CA91024     		NONE PC EDUCATION 1,000
    Trinity College
    300 Summit Street
    Hartford,CT06106     		NONE PC EDUCATION 1,000
    The First Tee of Plainfield
    1591 Woodland Avenue
    Edison,NJ08820     		NONE PC HUMANITARIAN 1,000
    The Han Schneider International
    1101 Michelle Court
    Montebello,CA90640     		NONE PC HUMANITARIAN 1,000
    The St Francis Breadline
    135 West 31st Street
    New York,NY10001     		NONE PC religious 500
    The Wounded Warrior Project
    PO Box 75817
    Topeka,KS66675     		nONE pc humanitarian 500
    Union Station Homeless Services
    825 E Orange Grove Boulevard
    Pasadena,CA91104     		nONE pc Humanitarian 1,000
    University of Califiornia
    Gifts Administration
    Santa Barbara,CA98106     		nONE pc education 1,000
    Vassar College
    124 Raymond Avenue Box 725
    Poughkeepsie,NY12604     		none pc education 100
    Westmont College
    955 La Paz Road
    Santa Barbara,CA93108     		nONE pc education 500
    Women in Institutional Investment
    1158 26th Street
    Santa Monica,CA90403     		none pc civic 5,000
    World Wildlife Fund Inc
    1250 24th Street NW
    Washington,DC20037     		nONE pc Humanitarian 100
    World Agape Inc
    PO Box 660655
    Arcadia,CA91066     		nONE pc religious 200
    YMCA of Greater New York
    15 West 63rd Street 6th Floor
    New York,NY10023     		nONE pc health 500
    American Cancer Society Inc
    PO Box 22478
    Oklahoma City,OK73123     		NONE PC HEALTH 300
    Total .................................bullet 3a 923,523
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 4,634  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,634 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,634
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    WESTERN ASSET MANAGEMENT COMPANY
     
    CHARITABLE FOUNDATION
    EIN:
    20-2589546
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,920 0 0 5,920

    TY 2015 OtherExpensesSchedule
    Name:
    WESTERN ASSET MANAGEMENT COMPANY
     
    CHARITABLE FOUNDATION
    EIN:
    20-2589546
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT EXPENSES 2,750 0 0 2,750


    TY 2015 TaxesSchedule
    Name:
    WESTERN ASSET MANAGEMENT COMPANY
     
    CHARITABLE FOUNDATION
    EIN:
    20-2589546
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 228 0 0 35