Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$733,731J 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) 2,415
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,742 1,742  
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........ 4,157 1,742 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 7,085 0 0 7,085
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 93 0 0 60
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 2,000 0 0 2,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,178 0 0 9,145
25 Contributions, gifts, grants paid....... 462,408 462,408
26 Total expenses and disbursements. Add lines 24 and 25 471,586 0 0 471,553
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -467,429
b Net investment income (if negative, enter -0-) 1,742
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 1,201,160 733,731 733,731
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) 1,201,160 733,731 733,731
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,201,160 733,731
29 Total net assets or fund balances (see instructions)..... 1,201,160 733,731
30 Total liabilities and net assets/fund balances (see instructions). 1,201,160 733,731
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,201,160
2
Enter amount from Part I, line 27a .....................
2
-467,429
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
733,731
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 29 .
6
733,731
Form 990-PF (2020)
Form 990-PF (2020)
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 24
c All other domestic foundations enter 1.39% 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 24
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 24
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 24
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 2021 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? See the 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 (2020)
    Form 990-PF (2020)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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:
    Yes
    No
    (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
     
    No
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    TRACEY A HUTSON SECRETARY
    1.00     		0 0 0
    385 E COLORADO BLVD
    PASADENA,CA91101
    STEVEN R PERZYNA AS OF 862020 CFO/DIRECTOR
    1.00     		0 0 0
    385 E COLORADO BLVD
    PASADENA,CA91101
    ROBERT SIBBREL AS OF 862020 ADMIN OFFICER/DIRECTOR
    1.00     		0 0 0
    385 E COLORADO BLVD
    PASADENA,CA91101
    BRUCE D ALBERTS THROUGH 862020 CFO
    1.00     		0 0 0
    385 E COLORADO BLVD
    PASADENA,CA91101
    REGINA JOHNSON THROUGH 862020 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2020)
    Form 990-PF (2020)
    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
    1,007,329
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,007,329
    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
    1,007,329
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,110
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    992,219
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,611
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    49,611
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    24
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    49,587
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    49,587
    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
    49,587
    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
    471,553
    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
    471,553
    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
    471,553
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 49,587
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 781,408
    b From 2016...... 1,404,572
    c From 2017...... 1,040,315
    d From 2018...... 840,400
    e From 2019...... 70,565
    fTotal of lines 3a through e........ 4,137,260
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 471,553
    a Applied to 2019, 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 2020 distributable amount..... 49,587
    e Remaining amount distributed out of corpus 421,966
    5 Excess distributions carryover applied to 2020. 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 4,559,226
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		781,408
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,777,818
    10 Analysis of line 9:
    a Excess from 2016.... 1,404,572
    b Excess from 2017.... 1,040,315
    c Excess from 2018.... 840,400
    d Excess from 2019.... 70,565
    e Excess from 2020.... 421,966
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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 (2020)
    Form 990-PF (2020)
    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
    ALI FORNEY CENTER
    224 WEST 35TH STREET SUITE 1500
    NEW YORK,NY10001     		NONE PC HUMANITARIAN 200
    ALL SAINTS CHURCH
    132 N EUCLID AVENUE
    PASADENA,CA91101     		NONE PC RELIGIOUS 2,000
    AMERICAN CANCER SOCIETY INC
    1001 MARINA VILLAGE PARKWAY SUITE
    300
    ALAMEDA,CA94501     		NONE PC HEALTH SERVICES 1,100
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    PO BOX 22478
    OKLAHOMA CITY,OK73123     		NONE PC HUMANITARIAN 2,000
    AMERICAN RED CROSS
    PO BOX 37295
    WASHINGTON,DC20013     		NONE PC HEALTH SERVICES 1,550
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    PO BOX 96929
    WASHINGTON,DC20090     		NONE PC HEALTH SERVICES 890
    ANIMAL GUARDIAN NETWORK INC
    4815 E CAREFREE HIGHWAY CAVE CREEK
    SUITE 108-504
    ARIZONA,AZ85311     		NONE PC HUMANITARIAN 1,200
    ARMENIA FUND INC
    111 NORTH JACKSON STREET SUITE 205
    GLENDALE,CA91206     		NONE PC HUMANITARIAN 54,700
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		NONE PC HUMANITARIAN 2,000
    BOARD OF THE UNIVERSITY OF ALABAMA
    PO BOX 870101
    TUSCALOOSA,AL35487     		NONE PC EDUCATION 2,000
    BOSTON COLLEGE HIGH SCHOOL
    1260 DAVERIC DRIVE
    PASADENA,CA91107     		NONE PC EDUCATION 500
    BRIDGE EDUCATION
    1260 DAVERIC DRIVE
    PASADENA,CA91107     		NONE PC EDUCATION 500
    BUCKNELL UNIVERSITY
    301 MARKET STREET SUITE 2
    LEWISBURG,PA17837     		NONE PC EDUCATION 600
    BUDDHIST ASSOCIATION OF THE US
    2020 ROUTE 301
    CARMEL,NY10512     		NONE PC RELIGIOUS 1,100
    CALIFORNIA SCHOOL OF THE ARTS SAN GABRIEL VALLEY
    1401 HIGHLAND AVENUE
    DUARTE,CA91010     		NONE PC EDUCATION 6,000
    CANCER SUPPORT COMMUNITY PASADENA
    76 EAST DEL MAR BOULEVARD SUITE 215
    PASADENA,CA91105     		NONE PC HUMANITARIAN 2,000
    CHANDLER SCHOOL
    1005 ARMADA DRIVE
    PASADENA,CA91103     		NONE PC EDUCATION 4,400
    CHAPARRAL COMMUNITY CHURCH
    1551 HUNTINGTON DRIVE
    DUARTE,CA91010     		NONE PC RELIGIOUS 2,000
    CHETANA GLOBAL FOUNDATION
    5544 NW 126TH TERRACE
    PORTLAND,OR97229     		NONE PC HUMANITARIAN 1,000
    CHILD EDUCATIONAL CENTER
    140 FOOTHILL BOULEVARD
    LA CANADA,CA91011     		NONE PC EDUCATION 1,000
    CHILDRENS HOSPITAL INC
    200 HENRY CLAY AVENUE
    NEW ORLEANS,LA70118     		NONE PC HEALTH SERVICES 250
    CHRISTS CENTER
    530 W 7TH STREET
    JUNCTION CITY,OR97448     		NONE PC RELIGIOUS 800
    CHUA QUAN AM SAN DIEGO
    5590 RAINBOW CREEK ROAD
    FALLBROOK,CA92028     		NONE PC RELIGIOUS 1,000
    CITY OF HOPEMIDWEST INSURANCE COUNCIL
    1055 WILSHIRE BOULEVARD
    LOS ANGELES,CA90017     		NONE PC HUMANITARIAN 200
    CLAREMONT EDUCATIONAL FOUNDATION
    112 HARVARD AVENUE 191
    CLAREMONT,CA91711     		NONE PC EDUCATION 515
    CLOVER AVENUE ELEMENTARY SCHOOL BOOSTER CLUB INC
    11020 CLOVER AVENUE
    LOS ANGELES,CA90034     		NONE PC EDUCATION 2,000
    CLUTCH UP INC
    13748 IROQUOIS PLACE UNIT A
    CHINO,CA91710     		NONE PC EDUCATION 200
    CONSORTIUM FOR GRADUATE STUDY IN MANAGEMENT
    229 CHESTERFIELD BUSINESS PARKWAY
    CHESTERFIELD,MO63005     		NONE PC EDUCATION 2,250
    COVENANT HOUSE CALIFORNIA
    1325 N WESTERN AVENUE
    LOS ANGELES,CA90027     		NONE PC HUMANITARIAN 1,000
    CREST EDUCATION CENTER INC
    23705 VIADEL RIO
    YORBA LINDA,CA92887     		NONE PC EDUCATION 1,000
    DARBY AVENUE ELEMENTARY PTA
    10818 DARBY AVENUE
    PORTER RANCH,CA91326     		NONE PC EDUCATION 500
    DAVIDSON COLLEGE
    BOX 7170
    DAVIDSON,NC28035     		NONE PC EDUCATION 2,000
    DUMELA FOUNDATION
    4270 OAKWOOD AVENUE
    LA CANADA,CA91011     		NONE PC HUMANITARIAN 6,100
    EPIC LONG ISLAND
    506 STEWART AVENUE
    GARDEN CITY,NY11530     		NONE PC HUMANITARIAN 1,878
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE PC HUMANITARIAN 2,000
    ESCAPE THEATER
    28442 ALDER PEAK AVENUE
    SANTA CLARITA,CA91387     		NONE PC CULTURAL 1,500
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20090     		NONE PC HEALTH SERVICES 2,700
    FIDELITY INVESTMENTS CHARITABLE GIFT FUND
    PO BOX 770001
    CINCINNATI,OH45277     		NONE PC HUMANITARIAN 2,000
    FIRE FAMILY FOUNDATION
    815 COLORADO BOULEVARD
    LOS ANGELES,CA90041     		NONE PC CIVIC 2,000
    FIRST LOOK MEDIA WORKS INC
    PO BOX 27442
    WASHINGTON,DC20038     		NONE PC HUMANITARIAN 200
    FIRST UNITED METHODIST CHURCH
    500 EAST COLORADO BOULEVARD
    PASADENA,CA91101     		NONE PC RELIGIOUS 400
    FLORIDA AGRICULTURE AND MECHANICAL UNIVERSITY FOUNDATION INC
    625 EAST TENNESSEE STREET SUITE 100
    FLORIDA,FL32308     		NONE PC EDUCATION 2,000
    FOOTHILL CHURCH OF GLENDORA FCS
    242 W BASELINE ROAD GLENDORA
    CALIFORNIA,CA91740     		NONE PC RELIGIOUS 250
    FOOTHILL FAMILY SERVICE
    2500 E FOOTHILL BOULEVARD SUITE 300
    PASADENA,CA91107     		NONE PC HEALTH SERVICES 2,300
    FRIENDS IN DEED
    PO BOX 41125
    PASADENA,CA91114     		NONE PC HEALTH SERVICES 18,300
    FRIENDS OF GREEN CHIMNEYS
    400 DOANSBURG ROAD BOX 719
    BREWSTER,NY10509     		NONE PC EDUCATION 1,000
    FRIENDS OF WONDERLAND
    8510 WONDERLAND AVENUE
    LOS ANGELES,CA90046     		NONE PC EDUCATION 2,000
    FULLERTON COMMUNITY NURSERY SCHOOL
    2050 YOUTH WAY BUILDING 2
    FULLERTON,CA92835     		NONE PC EDUCATION 850
    GLENDORA EDUCATION FOUNDATION
    146 N GLENDORA AVENUE SUITE 201
    GLENDORA,CA91741     		NONE PC EDUCATION 200
    GREENFAITH
    1216 BROADWAY FLOOR 2 ROOM 1005
    NEW YORK,NY10001     		NONE PC HUMANITARIAN 500
    HABITAT FOR HUMANITY INTERNATIONAL INC
    322 WEST LAMAR STREET
    AMERICUS,GA31709     		NONE PC HUMANITARIAN 400
    HARAMBEE MINISTRIES
    1609 NAVARRO AVENUE
    PASADENA,CA91103     		NONE PC RELIGIOUS 2,000
    HATHAWAY-SYCAMORES CHILD AND FAMILY SERVICES
    100 W WALNUT STREET SUITE 375
    PASADENA,CA91124     		NONE PC HEALTH SERVICES 12,250
    HILLSIDES HOME FOR CHILDREN
    13502 HAMBURGER LANE
    BALDWIN PARK,CA91706     		NONE PC HUMANITARIAN 12,867
    HOLY ANGELS CHURCH
    370 CAMPUS DRIVE
    ARCADIA,CA91007     		NONE PC RELIGIOUS 900
    HOLY FAMILY SCHOOL
    1301 ROLLIN STREET
    SOUTH PASADENA,CA91030     		NONE PC EDUCATION 1,630
    HOLY REDEEMER CHURCH
    915 VINE STREET
    PHILADELPHIA,PA19107     		NONE PC EDUCATION 1,000
    HOPE LUTHERAN CHURCH
    1041 E FOOTHILL BOULEVARD
    GLENDORA,CA91741     		NONE PC EDUCATION 2,000
    HORACE MANN SCHOOL
    231 W 246TH STREET
    BRONX,NY10471     		NONE PC EDUCATION 1,000
    HOSPITAL FOR SPECIAL SURGERY FUND INC
    535 EAST 70TH STREET
    NEW YORK,NY10021     		NONE PC HEALTH SERVICES 600
    HOUSE OF KOREA
    3773 CARMEL VIEW ROAD 4
    SAN DIEGO,CA92130     		NONE PC HUMANITARIAN 2,000
    HUNTINGTON HOSPITAL
    100 W CALIFORNIA BOULEVARD
    PASADENA,CA91105     		NONE PC HEALTH SERVICES 22,850
    IMMANUEL BIBLE CHURCH
    1254 19TH STREET
    SANTA MONICA,CA90404     		NONE PC RELIGIOUS 3,000
    IMMANUEL LUTHERAN CHURCH
    ATTN AL LUDTKE 2706 50TH AVENUE
    LONE ROCK,IA50559     		NONE PC HUMANITARIAN 300
    INTERNATIONAL SANCTUARY
    17935 SKY PARK CIRCLE SUITE F
    IRVINE,CA92614     		NONE PC CIVIC 1,000
    JULIAETTA KENDRICK HERITAGE FOUNDATION
    PO BOX 37
    KENDRICK,ID83537     		NONE PC CIVIC 200
    JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA
    301 EAST 17TH STREET SUITE 202
    COSTA MESA,CA92627     		NONE PC EDUCATION 5,000
    JUNIOR LEAGUE OF LOS ANGELES INC
    630 N LARCHMONT BOULEVARD
    LOS ANGELES,CA90004     		NONE PC CIVIC 385
    LA CANADA FLINTRIDGE EDUCATIONAL FOUNDATION
    4490 CORNISHON AVENUE ROOM 211
    LA CANADA FLINTRIDGE,CA91011     		NONE PC EDUCATION 9,000
    LA CHINATOWN FIRECRACKER RUN COMMITTEE
    P O BOX 86132
    LOS ANGELES,CA90086     		NONE PC CULTURAL 1,000
    LAKE AVENUE CHURCH
    393 N LAKE AVENUE
    PASADENA,CA91101     		NONE PC RELIGIOUS 200
    LEGACY CONNECTIONS
    1001 ROSE BOWL DRIVE
    PASADENA,CA91103     		NONE PC HUMANITARIAN 55,000
    LITHUANIAN SCOUTS ASSOCIATION
    8601 114TH STREET
    RICHMOND HILL,NY11418     		NONE PC CIVIC 200
    LITTLE SISTERS OF THE POOR ST JOSEPHS HOME FOR THE ELDERLY
    140 SHEPHERD LANE
    TOTOWA,NJ07512     		NONE PC HUMANITARIAN 200
    LOS ANGELES CHAMBER ORCHESTRA
    350 S FIGUEROA STREET SUITE 183
    LOS ANGELES,CA90071     		NONE PC HEALTH SERVICES 800
    LOS ANGELES CHURCH OF CHRIST
    THE VALLEY CHURCH 10347 MASON
    AVENUE
    CHATSWORTH,CA91311     		NONE PC RELIGIOUS 2,583
    LOS ANGELES HINDU SOCIETY INC
    46 N LOTUS AVENUE
    PASADENA,CA91107     		NONE PC RELIGIOUS 3,500
    LOS ANGELES JEWISH HOME FOR THE AGING
    7150 TAMPA AVENUE
    RESEDA,CA91335     		NONE PC RELIGIOUS 200
    LOS ANGELES PHILHARMONIC ASSOCIATION
    151 S GRAND AVENUE
    LOS ANGELES,CA90012     		NONE PC HUMANITARIAN 500
    LOS ANGELES REGIONAL FOOD BANK
    1734 E 41ST STREET
    LOS ANGELES,CA90058     		NONE PC HUMANITARIAN 3,000
    LOS ANGELES SPORTS AND ENTERTAINMENT COMMISSION
    633 WEST FIFTH STREET SUITE 1800
    LOS ANGELES,CA90071     		NONE PC HEALTH SERVICES 27,200
    LOYOLA HIGH SCHOOL OF LOS ANGELES
    1901 VENICE BOULEVARD
    LOS ANGELES,CA90006     		NONE PC EDUCATION 2,000
    LOYOLA MARYMOUNT UNIVERSITY
    1 LMU DRIVE UHALL 2800
    LOS ANGELES,CA900452659     		NONE PC EDUCATION 1,600
    MANHATTAN BEACH EDUCATIONAL FOUNDATION
    PO BOX 1110
    MANHATTAN BEACH,CA90267     		NONE PC CIVIC 2,000
    MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
    415 CROSSWAY PARK DRIVE SUITE D
    WOODBURY,NY11797     		NONE PC HEALTH SERVICES 500
    MARYMOUNT SCHOOL OF NEW YORK
    1026 5TH AVENUE
    NEW YORK,NY10028     		NONE PC EDUCATION 2,000
    MAYFIELD JUNIOR SCHOOL OF THE HOLY CHILD JESUS
    405 S EUCLID AVENUE
    PASADENA,CA91101     		NONE PC EDUCATION 2,000
    MEDECINS SANS FRONTIERS USA INC
    9 W ESSEX AVENUE
    LANSDOWNE,PA19050     		NONE PC HEALTH SERVICES 500
    MELANOMA RESEARCH FOUNDATION
    PO BOX 759329
    BALTIMORE,MD212759329     		NONE PC OTHER 250
    MIDDLETOWN SOUTH DIAMOND CLUB
    13 JILLIAN COURT
    LINCROFT,NJ07738     		NONE PC CIVIC 500
    MIKVA CHALLENGE
    332 S MICHIGAN AVENUE SUITE 400
    CHICAGO,IL60604     		NONE PC EDUCATION 1,000
    MISSOURI SLOPE AREAWIDE UNITED WAY INC
    515 NORTH 4TH STREET
    BISMARK,ND58501     		NONE PC HUMANITARIAN 500
    MOCHA GIRLS READ
    2702 VOORHEES AVENUE SUITE A
    REDONDO BEACH,CA90278     		NONE PC CULTURAL 1,000
    MOUNT ALVERNO HIGH SCHOOL
    200 N MICHILLINDA AVENUE
    SIERRA MADRE,CA91024     		NONE PC EDUCATION 2,200
    MOUNT WASHINGTON ELEMENTARY PTA
    3981 SAN RAFAEL AVENUE
    LOS ANGELES,CA90065     		NONE PC EDUCATION 2,000
    MOVEMBER FOUNDATION
    PO BOX 1595
    CULVER CITY,CA90232     		NONE PC HEALTH SERVICES 2,500
    MUSCULAR DYSTROPHY ASSOCIATION
    230 PARK AVENUE
    NEW YORK,NY10169     		NONE PC HEALTH SERVICES 500
    MUSICAL THEATRE ORANGE COUNTY
    1961 E MIRALOMA AVENUE UNIT D
    PLACENTIA,CA92870     		NONE PC CULTURAL 150
    MUTT SCOUTS
    3956 DEER AVENUE
    SHERMAN OAKS,CA91423     		NONE PC HUMANITARIAN 500
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND
    40 RECTOR STREET 5TH FLOOR
    NEW YORK,NY10006     		NONE PC CIVIC 1,200
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163     		NONE PC HEALTH SERVICES 100
    NEW YORK PRESBYTERIAN FUND INC
    654 WEST 170TH STREET OFFICE OF
    DEVELOPMENT
    NEW YORK,NY10032     		NONE PC HEALTH SERVICES 1,000
    NEW YORK YACHT CLUB FOUNDATION
    37 W 44TH STREET
    NEW YORK,NY10036     		NONE PC CIVIC 350
    OAK KNOLL SCHOOL OF THE HOLY CHILD
    44 BLACKBURN ROAD
    SUMMIT,NJ07901     		NONE PC EDUCATION 1,000
    ORDER OF ST BENEDICT OF NJ DELBARTON SCHOOL
    230 MENDHAM ROAD
    MORRISTOWN,NJ07960     		NONE PC EDUCATION 250
    OUR LADY OF THE LAKE CHURCH
    22 LAKESIDE AVENUE
    VERONA,NJ07044     		NONE PC RELIGIOUS 400
    PACIFIC OAKS COLLEGE & CHILDREN'S SCHOOL
    714 W CALIFORNIA BOULEVARD
    PASADENA,CA91105     		NONE PC EDUCATION 2,000
    PARKER PERFORMING ARTS SCHOOL
    15035 COMPARK BOULEVARD
    PARKER,CO80134     		NONE PC CULTURAL 600
    PASADENA CHRISTIAN SCHOOL
    1515 N LOS ROBLES AVENUE
    PASADENA,CA91104     		NONE PC EDUCATION 1,000
    PASADENA HUMANE SOCIETY
    361 S RAYMOND AVENUE
    PASADENA,CA91105     		NONE PC HEALTH SERVICES 3,900
    PASADENA TOURNAMENT OF ROSES FOUNDATION
    391 S ORANGE GROVE BOULEVARD
    PASADENA,CA91184     		NONE PC CIVIC 2,000
    PCA REFORMED UNIVERSITY MINISTRIES
    1700 N BROWN ROAD SUITE 104
    LAWRENCEVILLE,GA30043     		NONE PC EDUCATION 2,000
    PROJECT RENEWAL INC
    200 VARICK STREET FLOOR 9
    NEW YORK,NY10014     		NONE PC HUMANITARIAN 210
    RAMONA CONVENT SECONDARY SCHOOL
    1701 WEST RAMONA ROAD
    ALHAMBRA,CA91803     		NONE PC EDUCATION 200
    READ TO A CHILD INC
    20 WILLIAM STREET G25
    WELLESLEY,MA02481     		NONE PC EDUCATION 1,700
    REDONDO BEACH EDUCATIONAL FOUNDATION
    409 N PACIFIC COAST HIGHWAY SUITE
    310
    REDONDO BEACH,CA90277     		NONE PC EDUCATION 3,000
    RIVER CHURCH OF THE SOUTH BAY
    3525 LOMITA BOULEVARD SUITE 200
    TORRANCE,CA90505     		NONE PC RELIGIOUS 2,000
    SAINT MARKS SCHOOL
    1050 EAST ALTADENA DRIVE
    ALTADENA,CA91001     		NONE PC EDUCATION 4,000
    SAINT PHILIP THE APOSTLE SCHOOL
    1363 CORDOVA STREET
    PASADENA,CA91106     		NONE PC EDUCATION 2,000
    SAINT PIUS X PARISH SCHOOL
    10855 PIONEER BOULEVARD
    SANTA FE SPRINGS,CA90670     		NONE PC EDUCATION 2,000
    SAN GABRIEL MISSION
    428 S MISSION DRIVE
    SAN GABRIEL,CA91776     		NONE PC RELIGIOUS 600
    SAN MARINO SCHOOLS FOUNDATION
    1665 WEST DRIVE
    SAN MARINO,CA91108     		NONE PC EDUCATION 3,000
    SHEPHERDS PANTRY
    657 E ARROW HWY UNIT J
    GLENDORA,CA91740     		NONE PC HUMANITARIAN 2,000
    SMILE TRAIN INC
    PO BOX 96231
    WASHINGTON,DC20090     		NONE PC HUMANITARIAN 500
    SOLID ROCK COMMUNITY CHURCH
    1364 N TOWNE AVENUE
    CLAREMONT,CA91711     		NONE PC RELIGIOUS 1,500
    ST BASIL
    637 S KINGSLEY DRIVE
    LOS ANGELES,CA90005     		NONE PC RELIGIOUS 200
    ST DOMINIC SCHOOL
    2005 MERTON AVENUE
    LOS ANGLES,CA90041     		NONE PC EDUCATION 700
    ST JAMES EPISCOPAL CHURCH A CORP
    3903 WILSHIRE BOULEVARD
    LOS ANGELES,CA90010     		NONE PC RELIGIOUS 850
    ST JOHN LUTHERAN CHURCH
    109 MAPLE STREET PO BOX 98
    BURT,IA50522     		NONE PC HUMANITARIAN 300
    ST JOHN'S SEMINARY
    5012 SEMINARY ROAD
    CAMARILLO,CA93012     		NONE PC RELIGIOUS 200
    ST JOHN'S UNIVERSITY
    8000 UTOPIA PARKWAY
    QUEENS,NY11439     		NONE PC EDUCATION 500
    ST RITA CHURCHSCHOOL
    318 N BALDWIN AVENUE
    SIERRA MADRE,CA91024     		NONE PC RELIGIOUS 250
    STALLIONS ATHLETIC ORGANIZATION
    10437 KING COE LANE
    STRONGSVILLE,OH44149     		NONE PC HEALTH SERVICES 250
    TAM KY PROJECT INC
    27068 LA PAZ ROAD SUITE 204
    ALISO VIEJO,CA92656     		NONE PC HUMANITARIAN 2,000
    TEMPLE ALIYAH INC
    6025 VALLEY CIRCLE BOULEVARD
    WOODLAND HILLS,CA91367     		NONE PC RELIGIOUS 1,000
    TEXAS TECH FOUNDATION INC
    PO BOX 45025
    LUBBOCK,TX79409     		NONE PC EDUCATION 200
    THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
    PO BOX 61075
    NEW ORLEANS,LA701619986     		NONE PC EDUCATION 500
    THE ALLIANCE FOR POSITIVE CHANGE
    64 WEST 35TH STREET 3RD FLOOR
    NEW YORK,NY10001     		NONE PC HEALTH SERVICES 200
    THE BROOKE JACKMAN FOUNDATION
    1000 ROYAL COURT SUITE 1302
    NORTH HILLS,NY11040     		NONE PC EDUCATION 350
    THE GOODEN SCHOOL
    192 NORTH BALDWIN AVENUE
    SIERRA MADRE,CA91024     		NONE PC EDUCATION 1,000
    THE HOTCHKISS SCHOOL
    11 INTERLAKEN ROAD
    LAKEVILLE,CT06039     		NONE PC EDUCATION 400
    THE SEQUOYAH EDUCATIONAL CENTER
    535 S PASADENA AVENUE
    PASADENA,CA91105     		NONE PC EDUCATION 2,000
    THE SISTER STELLA FOUNDATION FOR ST PAUL THE APOSTLE SCHOOL
    PO BOX 492515
    LOS ANGELES,CA90049     		NONE PC EDUCATION 2,000
    THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    LOCKBOX 9726 PO BOX 8500
    PHILADELPHIA,PA19178     		NONE PC EDUCATION 1,000
    THE UCLA FOUNDATION
    10920 WILSHIRE BOULEVARD SUITE 900
    LOS ANGELES,CA90024     		NONE PC EDUCATION 34,800
    TRUSTEES OF DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE C/O GIFT
    RECORDING
    HANOVER,NH03766     		NONE PC EDUCATION 2,000
    TRUSTEES OF TRINITY COLLEGE
    300 SUMMIT STREET
    HARTFORD,CT06106     		NONE PC EDUCATION 600
    US FUND FOR UNICEF
    125 MAIDEN LANE 11TH FLOOR
    NEW YORK,NY10038     		NONE PC HEALTH SERVICES 1,700
    UNION RESCUE MISSION
    545 S SAN PEDRO STREET
    LOS ANGELES,CA90013     		NONE PC HUMANITARIAN 2,000
    UNION STATION HOMELESS SERVICES
    825 E ORANGE GROVE BOULEVARD
    PASADENA,CA91104     		NONE PC HEALTH SERVICES 3,550
    UNITE HERE EDUCATION AND SUPPORT FUND
    49 W 69TH STREET APARTMENT 1B
    NEW YORK,NY10023     		NONE PC EDUCATION 500
    UNIVERSITY OF LA VERNE
    1950 3RD STREET
    LA VERNE,CA91750     		NONE PC EDUCATION 1,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    UNIVERSITY PARK CAMPUS ADMN 160
    MC4017
    LOS ANGELES,CA90084     		NONE PC EDUCATION 2,000
    VALENCIA HIGH SCHOOL PARENT ADVISORY COUNCIL
    27801 NORTH DICKASON DRIVE
    VALENCIA,CA91355     		NONE PC EDUCATION 1,000
    VALLEY BENGALI COMMUNITY
    29683 QUAIL RUN DRIVE
    AGOURA HILLS,CA91301     		NONE PC RELIGIOUS 500
    VALLEY SCHOOL ALUMNI FUND
    15700 SHERMAN WAY
    VAN NUYS,CA91406     		NONE PC EDUCATION 2,000
    VERBUM DEI HIGH SCHOOL
    11100 S CENTRAL AVENUE
    LOS ANGELES,CA90059     		NONE PC EDUCATION 14,500
    VIETNAMESE BUDDHISM STUDY TEMPLE IN AMERICA
    10510 CHAMPMAN AVENUE
    GARDEN GROVE,CA92840     		NONE PC RELIGIOUS 1,000
    WAH MEI SCHOOL
    1400 JUDAH STREET
    SAN FRANCISCO,CA94122     		NONE PC EDUCATION 1,000
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PC HUMANITARIAN 800
    WORLD WILDLIFE FUND INC
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PC HEALTH SERVICES 1,800
    YMCA OF ORANGE COUNTY
    30011 IVY GLENN DRIVE SUITE 109
    LAGUNA NIGUEL,CA92677     		NONE PC CULTURAL 150
    Total .................................bullet 3a 462,408
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 1,742  
    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 1,742 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,742
    (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 (2020)
    Form 990-PF (2020)
    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) (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) (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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 7,085 0 0 7,085

    TY 2020 GeneralExplanationAttachment
    Name:
    WESTERN ASSET MANAGEMENT COMPANY
     
    CHARITABLE FOUNDATION
    EIN:
    20-2589546
    Identifier Return Reference Explanation
      PART VII-B, LINE 1A(3): DURING THE YEAR ENDED MARCH 31, 2021 THE FOUNDATION ACCEPTED ADMINISTRATIVE SERVICES AND USE OF OFFICE FACILITIES FROM A "DISQUALIFIED PERSON". SUCH SERVICES AND FACILITIES WERE PROVIDED WITHOUT CHARGE TO THE FOUNDATION AND WERE USED EXCLUSIVELY FOR PURPOSES SPECIFIED IN SECTION 501(C)(3), WHICH SATISFIES AN EXCEPTION PROVIDED UNDER REGULATION SECTION 53.4941(D)-3 AND IRC SECTION 4941(D)(2)(C).

    TY 2020 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 2,000 0 0 2,000


    TY 2020 TaxesSchedule
    Name:
    WESTERN ASSET MANAGEMENT COMPANY
     
    CHARITABLE FOUNDATION
    EIN:
    20-2589546
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 33 0 0 0
    FILING FEE 60 0 0 60