Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
WASSERMAN FOUNDATION
 
% WASSERMAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)10900 WILSHIRE BLVD SUITE 1200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90024
A Employer identification number

95-6038762
B Telephone number (see instructions)

(310) 407-0200
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$131,085,982J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,736,199 2,272,700  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,505,625
b Gross sales price for all assets on line 6a 37,346,478
7 Capital gain net income (from Part IV, line 2)... 5,640,822
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)....... Click to see attachment
List of Attached Documents:
// Content
24 -314,426  
12 Total. Add lines 1 through 11........ 10,241,848 7,599,096  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 479,269 110,000   369,269
15 Pension plans, employee benefits....... 21,012 3,646   17,366
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
79,296 39,648 0 39,648
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,145,412 990,112   155,300
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
338,422 37,760   25,922
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,733     7,733
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
329,801     329,801
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,400,945 1,181,166 0 945,039
25 Contributions, gifts, grants paid....... 12,207,407 12,207,407
26 Total expenses and disbursements. Add lines 24 and 25 14,608,352 1,181,166 0 13,152,446
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,366,504
b Net investment income (if negative, enter -0-) 6,417,930
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 219,142 114,466 114,466
2 Savings and temporary cash investments......... 1,094,339 1,751,780 1,751,780
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 70,841,566 Click to see attachment
List of Attached Documents:
// Content
53,633,923 		53,633,923
c Investments—corporate bonds (attach schedule)....... 17,887,539 Click to see attachment
List of Attached Documents:
// Content
16,927,619 		16,927,619
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 69,288,405 Click to see attachment
List of Attached Documents:
// Content
58,588,194 		58,588,194
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
70,000 		Click to see attachment
List of Attached Documents:
// Content
70,000 		Click to see attachment
List of Attached Documents:
// Content
70,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 159,400,991 131,085,982 131,085,982
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 159,400,991 131,085,982
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 159,400,991 131,085,982
30 Total liabilities and net assets/fund balances (see instructions). 159,400,991 131,085,982
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
159,400,991
2
Enter amount from Part I, line 27a .....................
2
-4,366,504
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
155,034,487
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
23,948,505
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
131,085,982
Form 990-PF (2022)
Form 990-PF (2022)
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.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES: ORDINARY INC P    
d PUBLICLY TRADED SECURITIES: ORDINARY INC P    
e VII INTRASTAR PARTNERS, LLC P    
TURNER-AGASSI CHARTER SCHOOL FACILITIES FUND, LP P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 9,627,464   10,145,731 -518,267
b 25,682,109   21,540,526 4,141,583
c 0   414 -414
d 0   538 -538
e 10,418   5,887 4,531
2,860   12,560 -9,700
      153,967
      153,967
      153,967
      153,967
      153,967
      153,967
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       -518,267
b       4,141,583
c       -414
d       -538
e       4,531
      -9,700
       
       
       
       
       
       
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 5,640,822
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 89,209
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 89,209
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 89,209
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 194,987
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 194,987
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 105,778
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow105,778 Refundedright arrow 11  
Part VI-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? Click to see list of attachments
List of Attached Documents:
// Content
....................
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 changesClick to see list of attachments
List of Attached Documents:
// Content
....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.Click to see list of attachments
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.WASSERMANFOUNDATION.ORG
14
The books are in care ofright arrowWASSERMAN FOUNDATION Telephone no.right arrow (310) 407-0200

Located atright arrow10900 WILSHIRE BLVD SUITE 1200LOS ANGELESCA ZIP+4right arrow90024
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
CASEY WASSERMAN PRESIDENT/TRUSTEE
2.0 		0 0 0
10900 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024
STEVE GUISE SECRETARY
0.0 		0 0 0
10900 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024
RYAN BERENSON CFO
2.0 		0 0 0
10900 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024
MIKE WATTS TRUSTEE
0.0 		0 0 0
10900 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024
CHARLES PAUL TRUSTEE
0.0 		0 0 0
10900 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024
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
RICA RODMAN EXECUTIVE DIRECTOR
40.0 		330,000 10,938 0
10900 WILSHIRE BLVD STE 1200
LOS ANGELES,CA90024
TRACY LONG ACCOUNTANT
40.0 		103,000 9,321 0
10900 WILSHIRE BLVD STE 1200
LOS ANGELES,CA90024
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
WILLARD STREET PARTNERS ACCOUNTING/ADVISORY 300,000
640 VIA DE LA PAZ
PACIFIC PALISADES,CA90272
JP MORGAN INVEST. MANAGEMENT 165,239
2029 CENTURY PARK EAST 3900
LOS ANGELES,CA90067
BDT CAPITAL INVEST. MANAGEMENT 650,603
401 N MICHIGAN AVENUE SUITE 3100
CHICAGO,IL60611
POINTS OF LIGHT FOUNDATION PROJECT MANAGEMENT 217,617
600 MEANS STREET SUITE 210
ATLANTA,GA30318
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
85,371,613
b
Average of monthly cash balances.......................
1b
2,877,401
c
Fair market value of all other assets (see instructions)................
1c
51,544,478
d
Total (add lines 1a, b, and c).........................
1d
139,793,492
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
139,793,492
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,096,902
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
137,696,590
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,884,830
Part X
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 IX, line 6..................
1
6,884,830
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
89,209
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
89,209
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,795,621
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,795,621
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,795,621
Part XI
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
13,152,446
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
13,152,446
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 6,795,621
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:2020, 2019, 2018 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 7,842,697
b From 2018...... 6,312,075
c From 2019...... 7,544,223
d From 2020...... 4,674,379
e From 2021...... 5,112,108
f Total of lines 3a through e ........ 31,485,482
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 13,152,446
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2022 distributable amount..... 6,795,621
e Remaining amount distributed out of corpus 6,356,825
5 Excess distributions carryover applied to 2022.    
(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 37,842,307
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		7,842,697
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		29,999,610
10 Analysis of line 9:
a Excess from 2018.... 6,312,075
b Excess from 2019.... 7,544,223
c Excess from 2020.... 4,674,379
d Excess from 2021.... 5,112,108
e Excess from 2022.... 6,356,825
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

42 Analytics Educational

310 Grove Street
Wellesley,MA02482 		N/A PC MIT Sloan Sports Analytics Conference 60,000

A Little Rescue

29171 Grayfox St
Malibu,CA90265 		N/A PC Fundraiser 10,000

ABIS

1218 Village Ave
Baldwin,NY11510 		N/A PC Champions & Legends Awards Gala 10,000

ACADEMY MUSEUM FOUNDATION

8949 Wilshire Blvd
Los Angeles,CA90211 		N/A SO I GENERAL SUPPORT 250,000

Alliance for Children's Rights

3333 Wilshire Blvd Suite 550
Los Angeles,CA90010 		N/A PC 30th Anniversary Champions for Children Celebration 10,000

American Junior Golf Association

1980 Sports Club Drive
Braselton,GA30517 		N/A PC Polo Jam 2022 10,000

American Lebanese Syrian Assoc Chair Inc

645 E Missouri Ave Ste 255
Phoenix,AZ85012 		N/A PC Legends for Charity 500

ANNIKA Foundation

10524 Moss Park Road Suite 204-408
Orlando,FL32832 		N/A PC November philanthropy event 10,000

Athletes for Hope

6006 Princeton Ave
Glen Echo,MD20812 		N/A PC Play for Good 10,000

Backline Care Inc

PO Box 13511
Portland,OR97213 		N/A PC Bowl with Backline 5,000

BaseballGenerations Foundation

5349 Chesley Avenue
Los Angeles,CA90043 		N/A PC General operating funds 5,000

Be Perfect Foundation

720 Indigo Ct
Pomona,CA91767 		N/A PC Zach Gulini 2,500

Begin Again Foundation

2612 Willowlawn Way
Virginia Beach,VA23456 		N/A PC Tee Party Gala and Birdies & Beers Golf Tournament 12,500

Best Buddies International Inc

100 SE 2nd Street Suite 2200
Miami,FL33131 		N/A PC Celebrating Mothers Malibu event 10,000

Bill Hillary & Chelsea Clinton Foundation

1200 President Clinton Avenue
Little Rock,AR72201 		N/A PC Endowment 500,000

Boys & Girls Club of the SandillsInc

160 Memorial Park Ct
Southern Pines,NC28387 		N/A PC General operating 12,500

Boys & Girls Club of Metro Los Angeles

800 S Figueroa Street
Los Angeles,CA90017 		N/A PC Holiday Gift Baskets 50,000

Boys & Girls Clubs of Metropolitan Baltimore

1201 S Sharp St Ste 302
Baltimore,MD21230 		N/A PC General operating funds 10,000

Boys & Girls Clubs of The Valley

4309 E Belleview Street Bldg 14
Phoenix,AZ85008 		N/A PC Holiday Toy Drive 3,000

Brand Together Foundation

2431 Aloma Ave Suite 305
Winter Park,FL32792 		N/A PC Charity kickball game 2,000

Brentwood School

100 S Barrington Place
Los Angeles,CA90049 		N/A PC Even Better Capital Campaign 250,000

CASA of Los Angeles

201 Centre Plaza Drive 1100
Monterey Park,CA91754 		N/A PC March giving 5,000

Champions of the Community Inc

6189 Memorial Drive
Dublin,OH43017 		N/A PC Nationwide Children's Hospital Championship 85,000

Charley Hoffman Foundation

3914 Murphy Canyon Rd 170A
San Diego,CA92123 		N/A PC San Diego Celebrity Pro-Am 26,000

Children's Hospital Medical Center

PO Box 5202
Cincinnati,OH45201 		N/A PC Charitable activities surrounding the Super Bowl 23,000

Christopher and Dana Reeve Foundation

636 Morris Turnpike Suite 3A
Short Hills,NJ07078 		N/A PC Annual Reeve tournament 2,500

Christopher and Dana Reeve Foundation

636 Morris Turnpike Suite 3A
Short Hills,NJ07078 		N/A PC Gala 5,000

City of Hope

1500 East Duarte Road
Duarte,CA91010 		N/A PC Spirit of Life Gala 25,000

City Parks Foundation

830 Fifth Avenue
New York,NY10065 		N/A PC Fundraiser 25,000

College Accesss Partnership Inc

2755 Aqua Verde Circle
Los Angeles,CA90077 		N/A PC Laptops 20,728

College Now Greater Cleveland Inc

1500 West Third Street Suite 125
Cleveland,OH44113 		N/A PC Wasserman Scholarship Fund 100,000

College Track

112 Linden Street
Oakland,CA94607 		N/A PC Watts 50,000

College Track

112 Linden Street
Oakland,CA94607 		N/A PC End of year gift 50,000

Color of Change

1714 Franklin St 100-136
Oakland,CA94612 		N/A PC Change Music Roadmap 150,000

CYCLE Kids Inc

104 West 70th Street PH4
New York,NY10023 		N/A PC Wasserman Serve Day and adopt a school 25,000

Delevan Drive Elementary PTA

4168 W Ave 42
Los Angeles,CA90065 		N/A PC 6th Grade Science School 1,000

Eat Learn Play Foundation

369 3rd St
Oakland,CA94607 		N/A PC Workday Charity Classic 10,000

Edward Charles Foundation

269 S Beverly Dr Suite 338
Beverly Hills,CA90212 		N/A PC Serve Day and general account 15,000

Edward Charles Foundation

269 S Beverly Dr Suite 338
Beverly Hills,CA90212 		N/A PC UNICEF gala 120,000

Edward Charles Foundation

269 S Beverly Dr Suite 338
Beverly Hills,CA90212 		N/A PC Wasserman Serve Day/ Golden Volunteer 20,100

Entertainment Industry Foundation

10880 Wilshire Blvd Suite 1400
Los Angeles,CA90024 		N/A PC BLACK MUSIC ACTION COALITION 25,000

Equal Justice Initiative

122 Commerce Street
Montgomery,AL36104 		N/A PC General operating funds 31,250

ETM-LA Inc

2501 W Burbank Blvd Suite 301
Burbank,CA91505 		N/A PC November event 8,000

Family Reach Foundation

142 Berkeley Street 3rd Floor
Boston,MA02116 		N/A PC June event 10,000

Feminist Majority Foundation

433 S Beverly Drive
Beverly Hills,CA90212 		N/A PC General operating funds 100,000

First 72

2915 Perdido Street
New Orleans,LA70119 		N/A PC General operating funds 5,000

Gary Sinise Charitable Foundation

PO Box 680819
Franklin,TN37068 		N/A PC In honor of Gary Sinise 10,000

GLAAD

1801 W Olympic Blvd
Pasadena,CA91199 		N/A PC 33rd Annual GLAAD Media Awards 15,000

Golden Isles Leadership Foundation

1508 Bay St
Brunswick,GA31520 		N/A PC Pappy Cup 10,000

Golf Fights Cancer

300 Arnold Palmer Boulevard
Norton,MA02766 		N/A PC August Event 10,000

Golf Fights Cancer

300 Arnold Palmer Boulevard
Norton,MA02766 		N/A PC Good Guys Collegiate Cup 10,000

Golf Fights Cancer

300 Arnold Palmer Boulevard
Norton,MA02766 		N/A PC October annual golf event 5,000

Healing Housing

PO Box 2385
Brentwood,TN37024 		N/A PC October fundraiser 1,000

Heart of Los Angeles Youth Inc

2701 Wilshire Blvd Suite 100
Los Angeles,CA90057 		N/A PC Fill Your Hearts with Laughter event 20,000

Holt Brothers Foundation

421 Fayetteville St Suite 1300
Raleigh,NC27601 		N/A PC 2022 Golf Tournament 3,000

Icahn School of Medicine at Mount Sinai

One Gustave L Levy Place Box 1049
New York,NY10029 		N/A PC Unplugged & Uncorked Event 10,000

International Community Foundation

2505 N Avenue
National City,CA91950 		N/A PC This Is About Humanity Fund 25,000

Israel Emergency Alliance

PO BOX 34122
Los Angeles,CA90034 		N/A PC Ambassadors for Peace event 25,000

Juglife Foundation

8717 Aviation Blvd
Inglewood,CA90301 		N/A PC Building wells in Uganda 10,000

JuJu Foundation

8930 West Sunset Road Suite 240
Las Vegas,NV89148 		N/A PC Foundation Luau 5,000

Kevin & Brittany Kisner Foundation

PO Box 784
Aiken,SC29802 		N/A PC Gala 10,000

LA Sports Council Foundation

1122 Kenilworth Drive Suite 201
Towson,MD21204 		N/A PC LA Sports Awards 5,000

LACMA

5905 Wilshire Blvd
Los Angeles,CA90036 		N/A PC LACMA MOMENTUM CAMPAIGN 500,000

LACMA

5905 Wilshire Blvd
Los Angeles,CA90036 		N/A PC Building LACMA Campaign 500,000

LACMA

5905 Wilshire Blvd
Los Angeles,CA90036 		N/A PC Annual Dues 100,000

Leadership Music

PO Box 120478
Nashville,TN37212 		N/A PC Annual corporate underwriting campaign for class of 2022-2023 15,000

Los Angeles Center for Law and Justice

5301 Whittier Blvd 4th Floor
Los Angeles,CA90022 		N/A PC 49th Anniversary Awards Gala 15,000

LACMA

5905 Wilshire Blvd
Los Angeles,CA90036 		N/A PC Collectors Committee Weekend 30,000

Los Angeles Fire Department Foundation

1875 Century Park East Suite 200
Los Angeles,CA90067 		N/A PC Structure Fire Gloves 50,000

Los Angeles Police Foundation

633 West 5th Street Suite 1210
Los Angeles,CA90071 		N/A PC LAPF Capital Campaign 200,000

Los Angeles Police Foundation

633 West 5th Street Suite 1210
Los Angeles,CA90071 		N/A PC Housing costs and recruitment efforts 120,000

Los Angeles Rams Foundation

29899 Agoura Road Suite 210
Agoura Hills,CA91301 		N/A PC Annual Kick Off Charity Event 10,000

Loyola High School of Los Angeles

1901 Venice Blvd
Los Angeles,CA90006 		N/A PC Andrew Santana Memorial Fund 28,000

Make-A-Wish Foundation Greater Los Angeles

3809 Computer Drive Suite 201
Raleigh,NC27609 		N/A PC Wish Ball 10,000

March of Dimes

515 Madison Avenue 30th Floor
New York,NY10022 		N/A PC Annual Sports Luncheon 25,000

Marcus High School Golf Boosters Club

9 Victory Lane
Double Oak,TX75077 		N/A PC Golf Gabel Cup Challenge 1,500

Marine Corps Scholarship Foundation Inc

909 N Washington St Suite 400
Alexandria,VA22314 		N/A PC Steel City Dinner 1,000

MARSOC Foundation

PO Box 977
Fishers,IN46038 		N/A PC Clays Classic 6,000

MATTER

7005 Oxford St
St Louis Park,MN55426 		N/A PC Gorgui Dieng Project: Senegal 5,000

Mayor's Fund for Los Angeles

147 Bay Street
Santa Monica,CA90405 		N/A PC Summit of the Americas 550,000

Mia Hamm Foundation

5315 Highgate Dr Suite 204
Durham,NC27713 		N/A PC The Mia Hamm Foundation Golf Classic 5,000

Morgan Pressel Foundation Inc

PO Box 480157
Delray Beach,FL33448 		N/A PC Morgan & Friends Charity Golf Tournament 10,000

Motion Picture & Television Fund

23388 Mulholland Drive
Woodland Hills,CA91364 		N/A PC MPTF CAMPAIGN 800,000

Museum of Broadcast Communications

360 North State Street
Chicago,IL60654 		N/A PC Inductee Ceremony 11,000

Musicares Foundation Inc

3030 Olympic Blvd
Santa Monica,CA90404 		N/A PC 2023 Persons of the Year 75,000

Musicians on Call Inc

618 Grassmere Park SUITE 1
Nashville,TN37211 		N/A PC 1M patient celebration 5,000

NAACP Legal Defense & Education Fund

40 Rector Street 5th Floor
New York,NY10006 		N/A PC General operating funds 31,250

National Brain Tumor Society Inc

55 Chapel Street Suite 200
Newton,MA02458 		N/A PC In honor of April Mazzeo 2,500

National Kidney Foundation

20929 VENTURA BLVD STE 47-216
Woodland Hills,CA91364 		N/A PC General Support 25,000

National Multiple Sclerosis Society

2610 Wycliff Road Suite 101
Raleigh,NC27607 		N/A PC Stream to End MS 2,500

Nationwide Children's Hospital Foundation

PO Box 16810
Columbus,OH43216 		N/A PC Legends Luncheon 8,000

NCGA Foundation

30 Ragsdale Drive Suite 201
Monterey,CA93940 		N/A PC Youth on Course - Barry Hyde 2,500

Oklahoma State University Foundation

1800 South Memorial Dr
Stillwater,OK74074 		N/A PC Men's Golf 10,000

On The Right Path

839 Dunleigh Meadows Lane
Houston,TX77055 		N/A PC General operating expenses 2,000

Pacific Hills Church

24481 Moulton Parkway
Aliso Viejo,CA92637 		N/A PC Molly Bentz Memorial Fund 1,500

Partnership for Los Angeles Schools

1055 Wilshire Blvd Suite 1850
Los Angeles,CA90017 		N/A PC Weigand Privacy Screen 14,729

PGA Tour First Tee Foundation Inc

PO Box 3055
Ponte Vedra Beach,FL32004 		N/A PC General operating funds 250,000

Players Philanthropy Fund

2431 Aloma Ave Suite 305
Winter Park,FL32792 		N/A PC Pick 'Em Charity Challenge 10,000

Puppies & Golf Inc

841 E Fort Avenue 155
Baltimore,MD21230 		N/A PC Alvin 2,500

Qualia The School for Deeper Learning

269 S Beverly Drive Suite 338
Beverly Hills,CA90212 		N/A PC General operating funds 300,000

Rally Foundation

5775 Glenridge Drive Bldg B Suite
Atlanta,GA30328 		N/A PC Benefit Bash 50,000

ReClif Community Inc

3200 Pointe Parkway Suite 200
Peachtree Corners,GA30092 		N/A PC Casino Night 5,000

Renewing Life Center

3243 E Warm Springs Rd
Las Vegas,NV89120 		N/A PC General operating funds 5,000

Renewing Life Ministries

3243 E Warm Springs Rd
Las Vegas,NV89120 		N/A PC Barbara Ann Hingston Women's and Children's Program 2,000

Ronald McDonald House Charities of Southern CA

4560 Fountain Avenue
Los Angeles,CA90029 		N/A PC Walk for Kids 2,500

School on Wheels

PO BOX 23371
Ventura,CA93002 		N/A PC Fall Drive 25,000

Scott and Kim Verplank Foundation

2401 Tee Circle 109
Norman,OK73069 		N/A PC Annual Foundation Invitational 12,000

SDS Foundation

3045 S Archibald Ave H506
Ontario,CA91761 		N/A PC Fundraiser 5,000

Shooting Touch Inc

65 Sprague Street East Bldg 2nd F
Hyde Park,MA02136 		N/A PC General operating funds 5,000

SOS Community Services

101 S Huron St
Ypsilanti,MI48197 		N/A PC Ann Arbor Fundraiser 5,000

Southern Poverty Law Center

400 Washington Avenue
Montgomery,AL36104 		N/A PC General operating funds 31,250

St Johns University New York

1325 Sixth Avenue 27th Floor
New York,NY10019 		N/A PC Insurance Leader of the Year 25,000

Stern Grove Festival Association

832 Folsom Street Suite 1000
San Francisco,CA94107 		N/A PC Stern Grove Festival 10,000

Sumbandila

123 Franklin Ave
Yonkers,NY10705 		N/A PC Cash & Rocket Tour 10,000

Support and Feed

235 Park Ave South Floor 9
New York,NY10003 		N/A PC Overheated concert event 50,000

SVG Sports Broadcasting Fund

19 West 21st St Suite 301
New York,NY10010 		N/A PC Sports Broadcasting HOF 1,500

The Foundation of First Health Inc

150 Applecross Road
Pinehurst,NC28374 		N/A PC General operating 12,500

The JMU Foundation

1031 Harrison Street MSC 8501
Harrisonburg,VA22807 		N/A PC Women for Sport, Recreation and Equality Scholarship 1,000

The Joe Torre Safe at Home Foundation

55 West 39th Street Suite 600
New York,NY10018 		N/A PC 20th Anniversary Gala 25,000

The Mission Continues

1141 S 7th Street
St Louis,MO63104 		N/A PC LA service platoon 50,000

The Ohio State University Foundation

PO Box 710811
Columbus,OH43271 		N/A PC Brighter Days Foundation 13,500

The Playing Field Inc

3910 Mineral Point Road
Madison,WI53705 		N/A PC New facility fundraising 5,000

The Shaquille O'Neal Foundation

10845 Griffith Peak Dr Suite 520
Las Vegas,NV89135 		N/A PC The Event Fundraiser 25,000

The Shed

423 West 55th Street 7th Floor
New York,NY10019 		N/A PC The Shed Capital Campaign 200,000

The Tom Coughlin Jay Fund Foundation Inc

PO Box 50798
Jacksonville Beach,FL32240 		N/A PC Champions for Children Gala 15,000

THMA Philanthropy

1207 Langhorne-Newtown Road
Langhorne,PA19047 		N/A PC For Nazareth Hospital - In honor of Perl Plottel Pincus 5,000

US Olympic & Paralympic Foundation

1 Olympic Plaza
Colorado Springs,CO80909 		N/A PC General operating funds 75,000

UCLA Foundation

2224 Murphey Hall Box 951404
Los Angeles,CA90095 		N/A PC UCLA CARES 1,500,000

UCLA Foundation

2224 Murphey Hall Box 951404
Los Angeles,CA90095 		N/A PC PAULEY PAVILION & ATHLETICS CAPITAL CAMPAIGN 3,000,000

UCLA Foundation

2224 Murphey Hall Box 951404
Los Angeles,CA90095 		N/A PC Wasserman Endowed Dean 600,000

UCLA Foundation

2224 Murphey Hall Box 951404
Los Angeles,CA90095 		N/A PC UCLA Wasserman Term Chair of Innovation in Head & Neck Surgery 200,000

UJA - Federation of New York

PO Box 4227
New York,NY10261 		N/A PC Music Visionary 10,000

UJA - Federation of New York

PO Box 4227
New York,NY10261 		N/A PC Sports for Youth Annual Luncheon 10,000

Understand the Grind Foundation

11251 Rancho Carmel Drive 503231
San Diego,NY92150 		N/A PC Initial funding 5,000

United States Equestrian Team Foundation Inc

1040 Pottersville Road
Gladstone,NJ07934 		N/A PC General operating funds 60,000

United Way of San Antonio and Bexar County

700 S Alamo Street
San Antonio,TX78205 		N/A PC Valero Texas Open 10,000

USA Swimming Foundation

1 Olympic Plaza
Colorado Springs,CO80909 		N/A PC Golden Goggles Event 15,000

Utah Sports Commission Fundation

201 South Main St Suite 2125
Salt Lake City,UT84111 		N/A PC Utah Championship 20,000

WISE Greater Raleigh

110 Talisman Way Unit 2-311
Raleigh,NC27615 		N/A PC General operating funds 5,000

Women in Sports and Events Inc

244 Fifth Ave Suite 2087
New York,NY10001 		N/A PC Wise LA 1,600

Women's Sports Foundation

247 West 30th Street 5th Floor
New York,NY10001 		N/A PC ANNUAL SALUTE TO WOMEN IN SPORTS 20,000
Total .................................right arrow 3a 12,207,407
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 2,736,199  
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 ............ 		    18 7,505,625  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRS REFUND 		    01 24  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   10,241,848  
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,241,848
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 79,296 39,648   39,648

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TY 2022 DepreciationSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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TY 2022 ExpenditureResponsibilityStmt
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
FOUNDATION TO COMBAT ANTI-SEMITISM
  		ONE PATRIOT PLACE
FOXBOROUGH,MA02035 		2011-08-11 80,000 TO IMPACT YOUTH THROUGH EDUCATIONAL SOCIAL MEDIA CAMPAIGNS AND EMPOWER COMMUNITY ORGANIZATIONS 80,000 NO 08/17/2022 2022-08-17 VERIFICATION CONFIRMED THAT $80,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
FOE FOUNDATION INC
  		17846 CADENA DRIVE
BOCA RATON,FL33496 		2021-10-27 7,500 TO HELP IN THEIR EFFORTS TO PROVIDE ASSISTANCE TO MEMBERS OF UNDESERVED COMMUNITIES 7,500 NO 08/05/2022, 09/29/2022 2022-09-29 VERIFICATION CONFIRMED THAT $7,500 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.

TY 2022 GeneralExplanationAttachment
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Identifier Return Reference Explanation
ELECTION TO AMORTIZE BOND PREMIUM FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C) THE WASSERMAN FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A).

TY 2022 InvestmentsCorpBondsSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Name of Bond End of Year Book Value End of Year Fair Market Value
DOUBLELINE TOTAL RET BD-I 1,389,477 1,389,477
PIMCO TOTAL RETURN FD-INST 965,499 965,499
J.P. MORGAN - SEE STATEMENT 2,545,967 2,545,967
DODGE & COX INCOME FD 1,855,408 1,855,408
BLCKRCK HI YLD BND PORT-K 1,538,457 1,538,457
VANGUARD TOTAL BOND MARKET IND 6,205,227 6,205,227
SCHWAB U.S. TIPS ETF 1,712,902 1,712,902
ORIX CORP 0 0
ROYAL BK OF CANADA 18,063 18,063
JPM MANAGED INCOME FD-USD-L 0 0
VANGUARD SHORT-TERM TIPS 0 0
BK OF NOVA SCO 17,732 17,732
TORONTO-DOMINION BK 22,817 22,817
WESTPAC BNKG CORP 13,991 13,991
ISHARES 7-10 YEAR TREASURY B 637,512 637,512
BK OF MONTREAL 4,567 4,567

TY 2022 InvestmentsCorpStockSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Name of Stock End of Year Book Value End of Year Fair Market Value
J.P. MORGAN - SEE STATEMENT 38,014,503 38,014,503
VINTAGE III 11,190 11,190
WHITEHALL STREET INTERNATIONAL 0 0
HPS MEZZANINE PRIVATE INVESTOR 2,630,220 2,630,220
HIGHBRIDGE MEZZANINE PARTNERS 4,896 4,896
HPS MEZZANINE PRIVATE INVESTOR 82,071 82,071
PEG CHINA PRIVATE INVESTOR 148,968 148,968
HPS CORE SENIOR LENDING OFFSHO 646,725 646,725
J.P. MORGAN - SEE STATEMENT 3,148,902 3,148,902
CRP VIII (CARLYLE) PRIVATE 1,905,234 1,905,234
HPS MEZZANINE PRIVATE INVESTOR 2,241,813 2,241,813
APOLLO EPF III PRIVATE INVEST 1,016,255 1,016,255
ASF VIII INFRASTRUCTURE PRIVAT 211,273 211,273
ORBIMED ROYALTIES III PRIVATE 1,396,758 1,396,758
COATUE GROWTH PRIVATE INVESTOR 1,712,833 1,712,833
EQT INFRASTRUCTURE V PRIVATE 462,282 462,282

TY 2022 InvestmentsOtherSchedule2
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
K-2 MEDIA LLC FMV 34,179 34,179
TURNER-AGASSI CHARTER SCHOOL FMV 3,416 3,416
GRE II PRIVATE INVESTORS, LLC FMV 3,397,513 3,397,513
TURNER HEALTHCARE FACILITIES FMV 1,347,175 1,347,175
VII INTRASTAR PARTNERS, LLC FMV 0 0
BDT CAPITAL PARTNERS FUND 3 (T FMV 13,581,639 13,581,639
CENTERVIEW CAPITAL, L.P. FMV 194,109 194,109
BDT CAPITAL PARTNERS FUND I-A, FMV 17,834,188 17,834,188
FUND II-A SPIRITS, LP FMV 580,196 580,196
ISHARES GOLD TRUST FMV 676,269 676,269
BDT CAPITAL PARTNERS FUND II FMV 12,133,534 12,133,534
ART AGENCY PARTNERS ASSOCIATES FMV 5,317 5,317
THE KITCHEN CAFE, LLC FMV 67,186 67,186
PIMCO COMMODITYPL STRAT-INS FMV 1,772,122 1,772,122
REDBIRD CAPITAL PARTNERS FMV 5,693,537 5,693,537
COHEN & STEERS RL EST-F FMV 1,267,814 1,267,814

TY 2022 OtherAssetsSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORK 70,000 70,000 70,000


TY 2022 OtherDecreasesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Amount
UNREALIZED LOSS ON INVESTMENT 23,948,505


TY 2022 OtherExpensesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 27,499     27,499
OFFICE EXPENSE 775     775
BANK FEES 1,080     1,080
SERVICE DAY EXPENSES 300,447     300,447


TY 2022 OtherIncomeSchedule2
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP LOSS   -326,964  
ORDINARY INCOME FROM SALES OF SECURITIES   952  
IRS REFUND 24    
OTHER INVESTMENT INCOME   11,586  


TY 2022 OtherProfessionalFeesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 840,112 840,112    
ADVISORY FEES 300,000 150,000   150,000
CONSULTING FEES 5,300     5,300


TY 2022 TaxesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES   37,760    
PAYROLL TAXES 25,122     25,122
FILING FEES 800     800
STATE TAXES 25,500      
FEDERAL TAXES 287,000