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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THOMAS & DOROTHY LEAVEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10100 SANTA MONICA BLVD STE 610
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90067
A Employer identification number

95-6060162
B Telephone number (see instructions)

(310) 551-9936
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$317,952,872J 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 Check right arrow.............
3 Interest on savings and temporary cash investments 726,649 98  
4 Dividends and interest from securities... 8,281,705 6,874,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,144,249
b Gross sales price for all assets on line 6a 71,543,274
7 Capital gain net income (from Part IV, line 2)... 6,922,607
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
165 19,110  
12 Total. Add lines 1 through 11........ 15,152,768 13,816,215  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,200 3,600   3,600
14 Other employee salaries and wages...... 190,080 19,008   171,072
15 Pension plans, employee benefits....... 14,150 1,415   12,735
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
237,559 158,373   82,580
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
304,489 228,301   60,279
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,525,070 876,346   15,000
17 Interest...............   98,812    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
649,143 70,262   16,058
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
14,566 7,283  
20 Occupancy.............. 166,153 83,076   83,077
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
142,027 259,510   47,363
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,250,437 1,805,986   491,764
25 Contributions, gifts, grants paid....... 14,166,545 14,499,000
26 Total expenses and disbursements. Add lines 24 and 25 17,416,982 1,805,986   14,990,764
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,264,214
b Net investment income (if negative, enter -0-) 12,010,229
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 7,261,294 2,268,854 2,268,854
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 arrow364,059
Less: allowance for doubtful accounts right arrow0 349,847 364,059 364,059
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 221,000 114,000 114,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 145,840,132 Click to see attachment
List of Attached Documents:
// Content
176,358,658 		176,358,658
c Investments—corporate bonds (attach schedule)....... 65,730,923 Click to see attachment
List of Attached Documents:
// Content
58,242,317 		58,242,317
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).......... 71,645,603 Click to see attachment
List of Attached Documents:
// Content
79,562,932 		79,562,932
14 Land, buildings, and equipment: basis right arrow326,400
Less: accumulated depreciation (attach schedule) right arrow326,400      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,179,153 		Click to see attachment
List of Attached Documents:
// Content
1,042,052 		Click to see attachment
List of Attached Documents:
// Content
1,042,052
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 292,227,952 317,952,872 317,952,872
Liabilities 17 Accounts payable and accrued expenses.......... 113,354 235,709
18 Grants payable................. 27,735,451 27,402,995
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) Click to see attachment
List of Attached Documents:
// Content
1,499,621 		Click to see attachment
List of Attached Documents:
// Content
1,780,832
23 Total liabilities (add lines 17 through 22)......... 29,348,426 29,419,536
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........... 262,879,526 288,533,336
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)..... 262,879,526 288,533,336
30 Total liabilities and net assets/fund balances (see instructions). 292,227,952 317,952,872
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
262,879,526
2
Enter amount from Part I, line 27a .....................
2
-2,264,214
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
27,918,024
4
Add lines 1, 2, and 3 ..........................
4
288,533,336
5
Decreases not included in line 2 (itemize) right arrow
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
288,533,336
Form 990-PF (2023)
Form 990-PF (2023)
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 FROM APOLLO NATURAL RESOURCES K-1 P 2022-12-31 2023-12-31
b FROM ANRP II TE (CONDUIT AIV PA-L B) LP K-1 P 2022-12-31 2023-12-31
c FROM ANRP II 892/TE (AIV-A) LP K-1 P 2022-12-31 2023-12-31
d FROM ANRP II TE (CONDUIT AIV II-R) LP K-1 P 2022-12-31 2023-12-31
e FROM ANRP II (AIV-C) LP K-1 P 2022-12-31 2023-12-31
FROM CRESTVIEW PARTNERS III LP K-1 P 2022-12-31 2023-12-31
FROM ENERGY CAPITAL PARTNERS III-B K-1 P 2022-12-31 2023-12-31
FROM OFFSHORE MEZZANINE PARTNERS III K-1 P 2022-12-31 2023-12-31
FROM JCR COM RE FINANCE FUND IIIB(Q) K-1 P 2022-12-31 2023-12-31
FROM JCR INCOME PLUS FUND IV(Q) K-1 P 2022-12-31 2023-12-31
CLIFFWATER (44-12213) P 2022-12-31 2023-12-31
DODGE & COX INCOME LCV (44-06773) P 2022-12-31 2023-12-31
VANGUARD EMERGING FUND (44-13740) P 2022-12-31 2023-12-31
VANGUARD EMERGING FUND (44-13740) P 2022-12-31 2023-12-31
VANGUARD SCC (44-13739) P 2022-12-31 2023-12-31
DIAMOND HILL (26-61546) P 2022-12-31 2023-12-31
DIAMOND HILL (26-61546) P 2022-12-31 2023-12-31
JACKSON SQUARE (44-66922) P 2022-12-31 2023-12-31
VANGUARD MID CAP (44-22462) P 2022-12-31 2023-12-31
BLACKROCK HEALTH (44-91644) P 2022-12-31 2023-12-31
BLACKROCK HEALTH (44-91644) P 2022-12-31 2023-12-31
EDGEWOOD MANAGEMENT (26-32282) P 2022-12-31 2023-12-31
EDGEWOOD MANAGEMENT (26-32282) P 2022-12-31 2023-12-31
DISPOSITION OF ANRP II TE (CONDUIT AIV PA-L B), LP P 2022-12-31 2023-12-31
DISPOSITION OF ANRP II TE (CONDUIT AIV II-R) LP P 2022-12-31 2023-12-31
DISPOSITION OF ANRP II (AIV L-TKK) LP P 2022-12-31 2023-12-31
DISPOSITION OF ANRP II (AIV-C), LP P 2022-12-31 2023-12-31
DISPOSITION OF ENERGY CAPITAL PARTNERS II-B, LP P 2022-12-31 2023-12-31
BOOK/TAX ADJUSTMENT (EXCLUDING K-1S AND MLP) P 2022-12-31 2023-12-31
FROM SOUTHWEST VALUE PARTNERS FUND XXI K-1 P 2022-12-31 2023-12-31
FROM SOUTHWEST VALUE PARTNERS FUND XXIII P 2022-12-31 2023-12-31
FROM BMF III INTERNATIONAL A, LP K-1 P 2022-12-31 2023-12-31
FROM HARBERT UNITED STATES REAL ESTATE FUND VII LP P 2022-12-31 2023-12-31
FROM WILTON PRIVATE EQUITY, LP K-1 P 2023-01-01 2023-12-31
CAPITAL GAINS 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 29,338     29,338
b     93,930 -93,930
c 151,328     151,328
d     9,795 -9,795
e     35 -35
33,882     33,882
6,354     6,354
15,356     15,356
    2,567 -2,567
26,645     26,645
15,000,000   14,974,094 25,906
2,000,000   2,101,714 -101,714
5,079,917   5,193,951 -114,034
4,614,733   5,034,514 -419,781
4,000,000   4,125,515 -125,515
451,847   452,073 -226
8,545,716   5,391,472 3,154,244
9,779,707   9,850,329 -70,622
4,000,000   4,069,803 -69,803
235,916   242,901 -6,985
8,264,084   8,369,800 -105,716
1,039,036   1,254,792 -215,756
5,837,677   3,400,136 2,437,541
4,200     4,200
    8,222 -8,222
      0
      0
4,851     4,851
      0
348     348
    7,803 -7,803
13,678     13,678
4,074     4,074
    37,221 -37,221
2,404,587     2,404,587
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       29,338
b       -93,930
c       151,328
d       -9,795
e       -35
      33,882
      6,354
      15,356
      -2,567
      26,645
      25,906
      -101,714
      -114,034
      -419,781
      -125,515
      -226
      3,154,244
      -70,622
      -69,803
      -6,985
      -105,716
      -215,756
      2,437,541
      4,200
      -8,222
      0
      0
      4,851
      0
      348
      -7,803
      13,678
      4,074
      -37,221
      2,404,587
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 6,922,607
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
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) 1 166,942
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 0
3 Add lines 1 and 2........................... 3 166,942
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- ..... 5 166,942
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 295,861
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.............. 7 295,861
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 10 128,919
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow128,919 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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? ....................
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
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.
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 2023 or the taxable year beginning in 2023? 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
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 arrowN/A
14
The books are in care ofright arrowANDERSEN TAX LLC Telephone no.right arrow (213) 593-2300

Located atright arrow350 S GRAND AVE SUITE 2000LOS ANGELESCA ZIP+4right arrow90071
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
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
KATHLEEN L MCCARTHY CHAIRMAN, AS NEEDED
5.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
JACQUELINE POWERS DOUD TRUSTEE, AS NEEDED
5.00 		2,400 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
LOUIS CASTRUCCIO TRUSTEE, AS NEEDED
5.00 		2,400 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
MARK LEMONS TRUSTEE, AS NEEDED
1.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
JEFFREY KEARNS TRUSTEE, AS NEEDED
1.00 		2,400 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
COLLEEN PENNELL TRUSTEE, AS NEEDED
1.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
THOMAS LEMONS TRUSTEE, AS NEEDED
1.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
JOHN MCCARTHY TRUSTEE, AS NEEDED
1.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
MICHAEL MCCARTHY TRUSTEE, AS NEEDED
1.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
KATHLEEN DUNCAN TRUSTEE, AS NEEDED
1.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
KAREN HOLLINS TRUSTEE, AS NEEDED
1.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
BRAD LEMONS TRUSTEE, AS NEEDED
1.00 		0 0 0
10100 SANTA MONICA BLVD SUITE 610
LOS ANGELES,CA90067
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
RITA DENLEA STAFF
40.00 		190,080 14,150 0
10100 SANTA MONICA BLVD STE 610
LOS ANGELES,CA90067
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
IRELL & MANELLA LLP LEGAL COUNSEL 240,098
1800 AVE OF THE STARS 900
LOS ANGELES,CA90067
EDGEWOOD MANAGEMENT CO INVESTMENT COUNSEL 230,894
350 PARK AVENUE 18TH FL
NEW YORK,NY10022
ANDERSEN TAX LLC ACCOUNTING SERVICES 230,519
350 S GRAND AVE SUITE 2000
LOS ANGELES,CA90071
BEL AIR INVESTMENT ADVISORY FEES 223,103
1999 AVENUE OF THE STARS 2800
LOS ANGELES,CA90067
DELOITTE & TOUCHE ACCOUNTING SERVICES 70,875
555 WEST 5TH STREET
LOS ANGELES,CA900131010
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 SCHOLARSHIP PROGRAM, APPROVED BY THE IRS, BASED ON MERIT AND NEED FOR THE CHILDREN OF ABOUT 40,000 EMPLOYEES AND AGENTS OF FARMERS INSURANCE GROUP (FARMERS). ALL CHILDREN OF EMPLOYEES AND AGENTS OF FARMERS ARE ELIGIBLE. SCHOLARSHIP RECIPIENTS ARE SELECTED BY AN INDEPENDENT SELECTION COMMITTEE. 378,000
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
290,362,407
b
Average of monthly cash balances.......................
1b
16,194,107
c
Fair market value of all other assets (see instructions)................
1c
11,037
d
Total (add lines 1a, b, and c).........................
1d
306,567,551
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
306,567,551
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,598,513
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
301,969,038
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,098,452
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
15,098,452
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
166,942
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
8,384
c
Add lines 2a and 2b............................
2c
175,326
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
14,923,126
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
14,923,126
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 XII, line 1 ...
7
14,923,126
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
14,990,764
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
 
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 XII, line 4. .......
4
14,990,764
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 14,923,126
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 1,988,288
c From 2020...... 421,601
d From 2021...... 923,733
e From 2022......  
f Total of lines 3a through e ........ 3,333,622
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 14,990,764
a Applied to 2022, 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 2023 distributable amount..... 14,923,126
e Remaining amount distributed out of corpus 67,638
5 Excess distributions carryover applied to 2023. 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 3,401,260
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,401,260
10 Analysis of line 9:
a Excess from 2019.... 1,988,288
b Excess from 2020.... 421,601
c Excess from 2021.... 923,733
d Excess from 2022....  
e Excess from 2023.... 67,638
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE TRUSTEES
10100 SANTA MONICA BLVD STE 610
LOS ANGELES,CA90067
(310) 551-9936
bThe form in which applications should be submitted and information and materials they should include:
LETTER FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE USUALLY MADE IN SOUTHERN CALIFORNIA
Form 990-PF (2023)
Form 990-PF (2023)
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

ABILENE CHRISTIAN UNIVERSITY

1600 CAMPUT CT
ABILENE,TX79601 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ABILENE CHRISTIAN UNIVERSITY

1600 CAMPUT CT
ABILENE,TX79601 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ABILITY FIRST

3812 S GRAND AVE
LOS ANGELES,CA90037 		  501(C)(3) PAYMENT IN SUPPORT OF PEOPLE WITH DEVELOPMENT DISABILITIES 25,000

ACCESS BOOKS

10325 ORTON AVE
LOS ANGELES,CA90064 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 35,000

ALMA BACKYARD FARMS

801 E REDONDO BEACH BLVD
COMPTON,CA90220 		  501(C)(3) GENERAL/EDUCATIONAL 15,000

AMERICAN UNIVERSITY

4400 MASSACHUSETTS AVENUE
WASHINGTON DC,DC20016 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

AQUARIUM OF THE PACIFIC

100 AQUARIUM WAY
LONG BEACH,CA90802 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 10,000

AQUINAS COLLEGE

10000 OJAI RD
SANTA PAULA,CA93060 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

AQUINAS COLLEGE

10000 OJAI RD
SANTA PAULA,CA93060 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ASHLAND UNIVERSITY

401 COLLEGE AVE
ASHLAND,OH44805 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

AUGUSTANA COLLEGE

639 38TH ST
ROCK ISLAND,IL61201 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BAGS4KIDS

PO BOX 2234
CALIFORNIA CITY,CA93504 		  501(C)(3) PAYMENT FOR SUPPORT OF FOSTER CHILDREN 25,000

BAYLOR UNIVERSITY

1311 S 5TH ST
WACO,TX76706 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BAYLOR UNIVERSITY

1311 S 5TH ST
WACO,TX76706 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BAYLOR UNIVERSITY

1311 S 5TH ST
WACO,TX76706 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BELMONT UNIVERSITY

1900 BELMON BLVD
NASHVILLE,TN37212 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BETHEL UNIVERSITY

3900 BETHEL DR
ST PAUL,MN55112 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BETHEL UNIVERSITY

3900 BETHEL DR
ST PAUL,MN55112 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BIOLA UNIVERSITY

13800 BIOLA AVE
LA MIRADA,CA90639 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BIOLA UNIVERSITY

13800 BIOLA AVE
LA MIRADA,CA90639 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BIOLA UNIVERSITY

13800 BIOLA AVE
LA MIRADA,CA90639 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BISHOP CONATY-OUR LADY OF LORETTO HIGH SCHOOL

2900 W PICO BLVD
LOS ANGELES,CA90006 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 12,000

BLIND CHILDREN'S CENTER

4120 MARATHON ST
LOS ANGELES,CA90029 		  501(C)(3) GENERAL/EDUCATIONAL 100,000

BOSTON UNIVERSITY

233 BAY STATE ROAD
BOSTON,MA02215 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BOSTON UNIVERSITY

233 BAY STATE ROAD
BOSTON,MA02215 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRADLEY UNIVERSITY

1501 W BRADLEY AVE
PEORIA,IL61625 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRADLEY UNIVERSITY

1501 W BRADLEY AVE
PEORIA,IL61625 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRAILLE INSTITUTE

741 N VERMONT AVE
LOS ANGELES,CA90029 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 50,000

BRIGHAM YOUNG UNIVERSITY

1450 N UNIVERSITY AVE
PROVO,UT84602 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRIGHAM YOUNG UNIVERSITY

1450 N UNIVERSITY AVE
PROVO,UT84602 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRIGHAM YOUNG UNIVERSITY

1450 N UNIVERSITY AVE
PROVO,UT84602 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRIGHAM YOUNG UNIVERSITY

1450 N UNIVERSITY AVE
PROVO,UT84602 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRIGHAM YOUNG UNIVERSITY

1450 N UNIVERSITY AVE
PROVO,UT84602 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRIGHAM YOUNG UNIVERSITY

1450 N UNIVERSITY AVE
PROVO,UT84602 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BRIGHAM YOUNG UNIVERSITY

1450 N UNIVERSITY AVE
PROVO,UT84602 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BROWN UNIVERSITY

75 WATERMAN ST
PROVIDENCE,RI02912 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

BROWN UNIVERSITY

75 WATERMAN ST
PROVIDENCE,RI02912 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

CALIFORNIA SCIENCE CENTER FOUNDATION

700 EXPOSITION PARK DRIVE
LOS ANGELES,CA90037 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 1,000,000

CALVIN UNIVERSITY

3201 BURTON ST SE
GRAND RAPIDS,MI49546 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

CALVIN UNIVERSITY

3201 BURTON ST SE
GRAND RAPIDS,MI49546 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

CAMP RONALD MCDONALD

1250 LYMAN PLACE
LOS ANGELES,CA90029 		  501(C)(3) PAYMENT TO SUPPORT CAMP FOR CHILDREN WITH CANCER AND THEIR FAMILIES 25,000

CARE HARBOR

209 N PACIFIC AVE
SAN PEDRO,CA90731 		  501(C)(3) PAYMENT FOR SUPPORT OF THE HEALTH AND WELL-BEING OF UNDERSERVED POPULATIONS 10,000

CARROLL UNIVERSITY

100 N EAST AVE
WAUKESHA,WI53186 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

CASA

201 CENTRE PLAZA DRIVE ROOM 1100
MONTEREY PARK,CA91754 		  501(C)(3) PAYMENT FOR SUPPORT OF ABUSED OR NEGLECTED CHILDREN 25,000

CATHOLIC EXTENSION

150 SOUTH WACKER DRIVE SUUITE 2000
CHICAGO,IL60606 		  501(C)(3) GENERAL/EDUCATIONAL 50,000

CHAPMAN UNIVERSITY

1 UNIVERSITY DR
ORANGE,CA92866 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

CHILDREN OF THE NIGHT

3450 CAHUENGA BLVD W UNIT 602
LOS ANGELES,CA90068 		  501(C)(3) PAYMENT FOR ASSISTANCE OF CHILDREN IN NEED 20,000

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY13346 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

COLLEGE OF ST ROSE

432 WESTERN AVE
ALBANY,NY12203 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

CORNELL UNIVERSITY

616 THURSTON AVE
ITHACA,NY14853 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

CORNERSTONE UNIVERSITY

1001 E BELTLINE AVE NE
GRAND RAPIDS,MI49525 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 6,000

CORNERSTONE UNIVERSITY

1001 E BELTLINE AVE NE
GRAND RAPIDS,MI49525 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

DREW UNIVERSITY

36 MADISION AVE
MADISON,NJ87940 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 9,000

DREW UNIVERSITY

36 MADISION AVE
MADISON,NJ07940 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

DUKE UNIVERSITY

2080 DUKE UNIVERSITY RD
DURHAM,NC27708 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

DUKE UNIVERSITY

2080 DUKE UNIVERSITY RD
DURHAM,NC27708 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

DUQUESNE UNIVERSITY

600 FORBES AVE
PITTSBURGH,PA15282 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

EMERSON COLLEGE

5960 SUNSET BLVD
LOS ANGELES,CA90028 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

FADICA

4201 CONNECTICUT AVENUE NW
WASHINGTON DC,DC20008 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 15,000

FAIRFIELD UNIVERSITY

1073 N BENSON RD
FAIRFIELD,CT06824 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

FOOD ON FOOT

1625 SCHRADER BLVD
LOS ANGELES,CA90028 		  501(C)(3) PAYMENT FOR ASSISTANCE OF UNHOUSED AND LOW-INCOME INDIVIDUALS IN LOS ANGELES 25,000

FRANCISCAN MISSION SERVICE

415 MICHIGAN AVE NE STE 104
WASHINGTON,DC20017 		  501(C)(3) PAYMENT IN SUPPORT OF MISSION SERVICES 10,000

FROSTIG CENTER

971 N ALTADENA DR
PASADENA,CA91107 		  501(C)(3) GENERAL/EDUCATIONAL 25,000

GEORGE FOX UNIVERSITY

414 N MERIDIAN ST
NEWBERG,OR97132 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

GEORGE FOX UNIVERSITY

414 N MERIDIAN ST
NEWBERG,OR97132 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

GEORGE FOX UNIVERSITY

414 N MERIDIAN ST
NEWBERG,OR97132 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

GEORGE WASHINGTON UNIVERSITY

2121 I ST
NW,DC20052 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

GEORGETOWN UNIVERSITY

GEORGETOWN UNIVERSITY
WASHINGTON DC,DC20057 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 1,000,000

GONZAGA UNIVERSITY

502 E BOONE AVE
SPOKANE,WA99258 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

GOOD SHEPERD CENTER

1650 ROCKWOOD ST
LOS ANGELES,CA90026 		  501(C)(3) PAYMENT FOR SUPPORT OF HOMELESS WOMEN IN THE SOUTHERN CALIFORNIA AREA 100,000

GOOD SHEPERD CENTER

1650 ROCKWOOD ST
LOS ANGELES,CA90026 		  501(C)(3) PAYMENT FOR SUPPORT OF HOMELESS WOMEN IN THE SOUTHERN CALIFORNIA AREA 100,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

GREGORIAN UNIVERSITY FOUNDATION

3220 N STREET NW 201
WASHINGTON,DC20007 		  501(C)(3) GENERAL/EDUCATIONAL 50,000

HARDING UNIVERSITY

915 E MARKET AVE
SEARCY,AR72149 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

HILLCREST TRANSITIONAL HOUSING

6430 INDEPENDENCE AVE
WOODLAND HILLS,CA91367 		  501(C)(3) DONATION IN SUPPORT OF TRANSITIONAL HOUSING 75,000

HOFSTRA UNIVERSITY

1000 HEMPSTEAD TPKE
HEMPSTEAD,NY11549 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

HOFSTRA UNIVERSITY

1000 HEMPSTEAD TPKE
HEMPSTEAD,NY11549 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

HOLLYWOOD FOOD COALITION

5939 HOLLYWOOD BLVD
LOS ANGELES,CA90028 		  501(C)(3) PAYMENT IN SUPPORT OF FOOD RESCUE AND REDISTRIBUTION 25,000

HOPE THE MISSION

16641 ROSCOE PL
NORTH HILLS,CA91343 		  501(C)(3) DONATION IN SUPPORT OF REDUCING POVERTY, HUNGER AND HOMELESS 25,000

JESUITS WEST PROVINCE

PO BOX 68
LOS GATOS,CA95031 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 100,000

JOURNEY OUT

7136 HASKELL AVE
VAN NUYS,CA91406 		  501(C)(3) PAYMENT IN SUPPORT OF ANTI-TRAFFICKING 20,000

JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC

6250 FOREST LAWN DRIVE
LOS ANGELES,CA90068 		  501(C)(3) PAYMENT FOR SUPPORT OF THE YOUTH 5,000

KIDSAVE

100 CORPORATE POINTE
CULVER CITY,CA90230 		  501(C)(3) GENERAL/EDUCATIONAL 20,000

LA GOAL

4911 OVERLAND AVE
CULVER CITY,CA90230 		  501(C)(3) PAYMENT FOR SUPPORT OF PEOPLE WITH DEVELOPMENTAL DISABILITIES 25,000

LAWRENCE TECHNOLOGY UNIVERSITY

21000 W 10 MILE RD
SOUTHFIELD,MI48075 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

LAWRENCE TECHNOLOGY UNIVERSITY

21000 W 10 MILE RD
SOUTHFIELD,MI48075 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

LAY MISSION HELPERS

6102 S VICTORIA AVE
LOS ANGELES,CA90043 		  501(C)(3) GENERAL/EDUCATIONAL 25,000

LEARNING ALLY INC

20 ROSZEL ROAD
PRINCETON,NJ08540 		  501(C)(3) PAYMENT FOR SUPPORT OF THE BLIND AND VISUALLY IMPAIRED 10,000

LEMOYNE COLLEGE

1419 SALT SPRINGS RD
SYRACUSE,NY13214 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

LIBRARY FOUNDATION OF LOS ANGELES

630 WEST FIFTH STREET
LOS ANGELES,CA90071 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000

LITTLE SISTERS OF THE POOR

2100 SOUTH WESTERN AVENUE
SAN PEDRO,CA90732 		  501(C)(3) PAYMENT FOR SUPPORT OF THE ELDERLY 25,000

LOS ANGELES COUNTY MUSEUM OF ART

5905 WILSHIRE BLVD
LOS ANGELES,CA90036 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000

LOYOLA MARYMOUNT UNIVERSITY

1 LMU DR
LOS ANGELES,CA90045 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

LOYOLA UNIVERSITY OF CHICAGO

1032 W SHERIDAN RD
CHICAGO,IL60660 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

MAKE A WISH FOUNDATION

11390 W OLYMPIC BLVD STE 200
LOS ANGELES,CA90064 		  501(C)(3) PAYMENT IN SUPPORT OF CHILDREN WITH CRITICAL ILLNESSES 10,000

MAKING THE RIGHT CONNECTIONS

3250 WILSHIRE BLVD STE 1010
LOS ANGELES,CA90010 		  501(C)(3) GENERAL/EDUCATIONAL 10,000

MARIST COLLEGE

3399 NORTH RD
POUGHKEEPSIE,NY12601 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

MARYWOOD UNIVERSITY

2300 ADAMS AVE
SCRANTON,PA18509 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

MARYCREST MANOR

10664 ST JAMES DR
CULVER CITY,CA90230 		  501(C)(3) GENERAL/EDUCATIONAL 25,000

MEETING EACH NEED WITH DIGNITY

10641 N SAN FERNANDO ROAD
PACOIMA,CA91331 		  501(C)(3) PAYMENT FOR SUPPORT OF FAMILIES WHO HAVE LOST A CHILD 10,000

MISSIONARY SERVANTS OF THE HOLY TRINITY

517 W 112TH ST
LOS ANGELES,CA90044 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 15,000

MOUNT SAINT MARY'S UNIVERSITY

12001 CHALON ROAD
LOS ANGELES,CA90049 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

MOUNT SAINT MARY'S UNIVERSITY

12001 CHALON ROAD
LOS ANGELES,CA90049 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

MOUNT SAINT MARY'S UNIVERSITY

12001 CHALON ROAD
LOS ANGELES,CA90049 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 2,500,000

NATIONAL CATHOLIC REPORTER

115 E ARMOUR BLVD
KANSAS CITY,MO64111 		  501(C)(3) GENERAL/EDUCATIONAL 100,000

NIAGARA UNIVERSITY

5795 LEWISTON RD
NIAGARA,NY14109 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

NIAGARA UNIVERSITY

5795 LEWISTON RD
NIAGARA,NY14109 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

OCCIDENTAL COLLEGE

1600 CAMPUS RD
LOS ANGELES,CA90041 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

OKLAHOMA BAPTIST UNIVERSITY

500 W UNIVERSITY ST
SHAWNEE,OK74804 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

OPTIONS UNITED

225 S LAKE AVE
PASADENA,CA91101 		  501(C)(3) PAYMENT IN SUPPORT OF WOMEN 25,000

OUR HOUSE

21860 BURBANK BLVD SUITE 195
WOODLAND HILLS,CA91367 		  501(C)(3) PAYMENT FOR SUPPORT OF GRIEVING CHILDREN AND TEENS 50,000

PACIFIC UNIVERSITY

2043 COLLEGE WAY
FOREST GROVE,OR97116 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

PACIFIC UNIVERSITY

2043 COLLEGE WAY
FOREST GROVE,OR97116 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

PARA LOS NINOS

234 LOMA DRIVE
LOS ANGELES,CA90026 		  501(C)(3) PAYMENT IN SUPPORT OF ACADEMIC SUCCESS AND SOCIAL WELLBEING OF CHILDREN 25,000

PROJECT ANGEL FOOD

922 VINE ST
LOS ANGELES,CA90038 		  501(C)(3) PAYMENT FOR SUPPORT OF THE SERIOUSLY ILL 15,000

PROVIDENCE TRINITY CARE HOSPICE FOUNDATION

5315 TORRANCE BLVD SUITE B1
TORRANCE,CA90503 		  501(C)(3) GENERAL/EDUCATIONAL 30,000

ROCKY MOUNTAIN COLLEGE

1511 POLY DR
BILLINGS,MT59102 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ROCKY MOUNTAIN COLLEGE

1511 POLY DR
BILLINGS,MT59102 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

SANTA CLARA CHURCH

323 SE ST
OXNARD,CA93030 		  501(C)(3) RELIGIOUS ORGANIZATION 49,000

SANTA CLARA UNIVERSITY

500 EL CAMINO REAL
SANTA CLARA,CA95053 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 2,000,000

SEATTLE PACIFIC UNIVERSITY

3307 3RD AVE W
SEATTLE,WA98119 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

SEATTLE PACIFIC UNIVERSITY

3307 3RD AVE W
SEATTLE,WA98119 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

SISTERS OF SOCIAL SERVICE

4316 LANAI ROAD
ENCINO,CA91436 		  501(C)(3) PAYMENT FOR SUPPORT OF SOCIAL SERVICES 100,000

SPECIAL OLYMPICS OF SOUTHERN CALIFORNIA

1600 FORBES WAY SUITE 200
LONG BEACH,CA90810 		  501(C)(3) PAYMENT FOR SUPPORT OF THE DISABLED 25,000

ST ANNE'S FAMILY SERVICES

155 N OCCIDENTAL BLVD
LOS ANGELES,CA90026 		  501(C)(3) PAYMENT FOR SUPPORT OF FAMILIES THROUGH EDUCATION AND ASSISTANCE 50,000

ST CAMILLUS PASTORAL CENTER

1911 ZONAL AVE
LOS ANGELES,CA90033 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 50,000

ST JAMES INN

PO BOX 64494
LOS ANGELES,CA90064 		  501(C)(3) PAYMENT FOR SUPPORT OF SICK INDIVIDUALS AND THEIR LOVED ONES 25,000

ST JOSEPH'S COLLEGE

245 CLINTON AVE
BROOKLYN,NY11205 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ST LOUIS UNIVERSITY

1 N GRAND BLVD
ST LOUIS,MO63103 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ST LOUIS UNIVERSITY

1 N GRAND BLVD
ST LOUIS,MO63103 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ST LOUIS UNIVERSITY

1 N GRAND BLVD
ST LOUIS,MO63103 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ST LOUIS UNIVERSITY

1 N GRAND BLVD
ST LOUIS,MO63103 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

STANFORD UNIVERSITY

450 SERRA MALL
STANFORD,CA94305 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

STANFORD UNIVERSITY

450 SERRA MALL
STANFORD,CA94305 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

SUPPORT OUR AGING RELIGIOUS INC

23025 4TH ST
NW,DC20017 		  501(C)(3) GENERAL/EDUCATIONAL 25,000

SWARTHMORE COLLEGE

500 COLLEGE AVE
SWARTHMORE,PA19081 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

THE CALIFORNIA 4-H FOUNDATION

2801 2ND STREET
DAVIS,CA95618 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 135,000

THE CALIFORNIA 4-H FOUNDATION

2801 2ND STREET
DAVIS,CA95618 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 100,000

THE HEART TOUCH PROJECT

3400 AIRPORT AVE
SANTA MONICA,CA90405 		  501(C)(3) PAYMENT IN SUPPORT OF TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES 25,000

THE HUNGER PROJECT

110 WEST 30TH STREET 6TH FLOOR
NEW YORK,NY10001 		  501(C)(3) PAYMENT FOR SUPPORT OF UNDERPRIVELED COMMUNITIES 500,000

THE PEOPLE CONCERN

2116 ARLINGTON AVE SUITE 100
LOS ANGELES,CA90018 		  501(C)(3) GENERAL/EDUCATIONAL 25,000

THE RIGHT TO LIFE LEAGUE OF SOUTHERN CA

1028 N LAKE AVENUE SUITE 207
PASADENA,CA91104 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000

THE THACHER SCHOOL

5025 THACHER RD
OJAI,CA93023 		  501(C)(3) PAYMENT IN SUPPORT OF EDUCATION 1,250,000

THE UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 6,000

THE UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

THE UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

THE UNUSUAL SUSPECTS THEATRE COMPANY

300 S RAYMOND AVE
PASADENA,CA91105 		  501(C)(3) PAYMENT IN SUPPORT OF THEATRE 10,000

THOMAS JEFFERSON UNIVERSITY

26 E RED BANK AVE
WOODBURY,NJ08096 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

TUSKEGEE UNIVERSITY

1200 W MONTGOMERY RD
TUSKEGEE,AL36088 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

TUSKEGEE UNIVERSITY

1200 W MONTGOMERY RD
TUSKEGEE,AL36088 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UCLA UNICAMP

2131 JOHN WOODEN CENTER
LOS ANGELES,CA90095 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 10,000

UNITED NEGRO COLLEGE FUND

3183 WILSHIRE BLVD SUITE 196E62
LOS ANGELES,CA90010 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 50,000

THE UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		    PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF DAYTON

300 COLLEGE PARK
DAYTON,OH45469 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF DENVER

2199 S UNIVERSITY BLVD
DENVER,CO80208 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF DENVER

2199 S UNIVERSITY BLVD
DENVER,CO80208 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF EVANSVILLE

1800 LINCOLN AVE
EVANSVILLE,IN47722 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST
TACOMA,WA98416 		  501(C)(3) PAYMNET FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF SAN DIEGO

5998 ALCALA PARK
SAN DIEGO,CA92110 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF SAN DIEGO

5998 ALCALA PARK
SAN DIEGO,CA92110 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF SAN DIEGO

5998 ALCALA PARK
SAN DIEGO,CA92110 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF SAN DIEGO

5998 ALCALA PARK
SAN DIEGO,CA92110 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF SAN FRANCISCO

2130 FULTON ST
SAN FRANCISCO,CA94117 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3551 TROUSDALE PKWY
LOS ANGELES,CA90007 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3551 TROUSDALE PKWY
LOS ANGELES,CA90007 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3551 TROUSDALE PKWY
LOS ANGELES,CA90007 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000,000

UNIVERSITY OF ST THOMAS

2115 SUMMIT AVE
ST PAUL,MN55105 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF ST THOMAS

2115 SUMMIT AVE
ST PAUL,MN55105 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF TAMPA

401 W KENNEDY BLVD
TAMPA,FL33606 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

USC CENTER ON PHILANTHROPY & PUBLIC POLICY

650 CHILDS WAY RGL 210
LOS ANGELES,CA90089 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 10,000

VALPARAISO UNIVERSITY

1700 CHAPEL DR
VALPARAISO,IN46383 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

VERBIUM DEI JESUIT HIGH SCHOOL

11100 S CENTRAL AVE
LOS ANGELES,CA90059 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 100,000

VISTA DEL MAR

3200 MOTOR AVE
LOS ANGELES,CA90034 		  501(C)(3) PAYMENT IN SUPPORT OF CHILD AND FAMILY SERVICES 50,000

WAYFINDER FAMILY SERVICES

5300 ANGELES VISTA BOULEVARD
LOS ANGELES,CA90043 		  501(C)(3) PAYMENT FOR SUPPORT OF THE BLIND AND VISUALLY IMPAIRED 25,000

WELLESLEY COLLEGE

91 DOVER RD
WELLESLEY,MA02482 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 6,000

WELLESLEY COLLEGE

91 DOVER RD
WELLESLEY,MA02482 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

WHITWORTH UNIVERSITY

300 W HAWTHORNE RD
SPOKANE,WA99251 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

WITTENBERG UNIVERSITY

200 W WARD ST
SPRINGFIELD,OH45504 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

WORCESTER POLYTECHNIC INSTITUTE

100 INSTITUTE RD
WORCESTER,MA01609 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

WORCESTER POLYTECHNIC INSTITUTE

100 INSTITUTE RD
WORCESTER,MA01609 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

YALE UNIVERSITY

433 TEMPLE STREET
NEW HAVEN,CT06520 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

YALE UNIVERSITY

433 TEMPLE STREET
NEW HAVEN,CT06520 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

CALIFORNIA BAPTIST UNIVERSITY

8432 MAGNOLIA AVE
RIVERSIDE,CA92504 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

SISTERS OF SOCIAL SERVICE

4316 LANAI ROAD
ENCINO,CA91436 		  501(C)(3) PAYMENT FOR SUPPORT OF SOCIAL SERVICES 25,000

THE HUNGER PROJECT

110 WEST 30TH STREET 6TH FLOOR
NEW YORK,NY10001 		  501(C)(3) PAYMENT FOR SUPPORT OF UNDERPRIVELED COMMUNITIES 500,000

GREATER LOS ANGELES ZOO ASSOCIATION

5333 ZOO DR
LOS ANGELES,CA90027 		  501(C)(3) GENERAL/EDUCATIONAL 10,000
Total .................................right arrow 3a 14,499,000
bApproved for future payment

ARCHDIOCESE OF LOS ANGELES - ST JOHN'S SEMINARY
5012 SEMINARY RD
CAMARILLO,CA93012 		  501(C)(3) PAYMENTS IN SUPPORT OF EDUCATION 1,000,000

ARCHDIOCESE OF LOS ANGELES - TEACHER SALARIES
3424 WILSHIRE BLVD
LOS ANGELES,CA90010 		  501(C)(3) PAYMENTS IN SUPPORT OF EDUCATION 4,000,000

THE THACHER SCHOOL
5025 THACHER RD
OJAI,CA93023 		  501(C)(3) PAYMENT IN SUPPORT OF EDUCATION 1,250,000
Total ................................. right arrow 3b 6,250,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 726,649  
4 Dividends and interest from securities ....     14 8,281,705  
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 ..... 900000 141,864 14 165  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 6,002,385  
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) .. 141,864 15,010,904 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,152,768
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANDERSEN TAX LLC 230,519 169,125   60,279
DELOITTE & TOUCHE, LLP 73,970 59,176   0

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount
NONE 0

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TY 2023 DepreciationSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
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
OFFICE EQUIPMENT 2001-01-01 33,992 33,992 SL 5.000000000000 0 0    
FURNITURE AND FIXTURES 2001-01-01 54,991 54,991 SL 7.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2001-01-01 207,952 207,952 SL 10.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2002-04-01 2,022 2,022 SL 10.000000000000 0 0    
COPIER/PRINTER 2006-02-09 4,641 4,641 SL 5.000000000000 0 0    
COMPUTER SOFTWARE 2008-02-29 974 974 SL 5.000000000000 0 0    
COMPUTER SOFTWARE 2008-03-11 16,540 16,540 SL 5.000000000000 0 0    
PRINTERS 2008-03-11 1,656 1,656 SL 5.000000000000 0 0    
OFFICE FURNITURE 1991-11-15 3,632 3,632 SL 7.000000000000 0 0    

TY 2023 GeneralExplanationAttachment
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Identifier Return Reference Explanation
  FORM 990-PF, PART VII-B, LINE 1A(3) THE LEAVEY FOUNDATION, A TRUSTEE OF THE LEAVEY FOUNDATION, AND ANOTHER PRIVATE FOUNDATION SHARE OFFICE EXPENSES AND EQUIPMENT BASED UPON USAGE.
  FORM 990-PF, PART VII-B, LINE 1A(4) ALL OUTSIDE TRUSTEES ARE PAID $600 PER BOARD MEETING. SEE FORM 990PF, PART VIII (1). A LAW FIRM, OF WHICH A TRUSTEE OF THE FOUNDATION IS A PARTNER EMERITUS, PERFORMED LEGAL ADVISORY SERVICES AT FAIR MARKET VALUE WHICH QUALIFY UNDER THE EXCEPTIONS DESCRIBED IN REG. SEC. 53.4941(D)3(C). THE LEGAL ADVISORY FEES FOR 2023 WERE $237,559.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Name of Bond End of Year Book Value End of Year Fair Market Value
MFO DODGE & COX INC FD 8,168,961 8,168,961
BEL AIR INVESTMENTS 29,296,754 29,296,754
MFO CLIFFWATER CORPORATE LENDING FD 20,776,602 20,776,602

TY 2023 InvestmentsCorpStockSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Name of Stock End of Year Book Value End of Year Fair Market Value
BLACKROCK INVESTMENTS 6,720,118 6,720,118
HURON CONSULTING GROUP INC COM STK 4,832 4,832
GQG EMERGING MARKETS 10,977,455 10,977,455
MFO VANGUARD INDEX TR MID CAPITALIZATION STK PORT INSTL SHS 11,816,251 11,816,251
MFO DODGE & COX STOCK FD OPEN END FD 31,902,885 31,902,885
EDGEWOOD INVESTMENTS 31,968,699 31,968,699
MFO VANGUARD INDEX TR SMALL CAPITALIZATION STK PORT INSTL SHS 12,094,785 12,094,785
MFO VANGUARD INSTL INDEX FD SH BEN INT 70,873,633 70,873,633

TY 2023 InvestmentsOtherSchedule2
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BRIDGE MULTIFAMILY FUND IV INTERNATIONAL-A LP FMV 3,936,823 3,936,823
MFO ARTISAN FDS INC INTL VALUE FD INSTL SHS FMV 15,941,225 15,941,225
HARBERT UNITED STATE REAL ESTATE FUND VIII LP FMV 678,597 678,597
MFO INVESTMENT MANAGERS SER TR WCM FOCUSED INTL GROWTH FD INSTL CL FMV 17,343,760 17,343,760
ECP CALPINE HOLDINGS, LP FMV 1,267 1,267
ALTERNATIVE INVESTMENT FMV 66,200 66,200
WELLSPRING CAPITAL PARTNERS VI LP FMV 6,838,347 6,838,347
TCG 3.0-B, LP FMV 2,664,478 2,664,478
OFFSHORE MEZZANINE PARTNERS III, LP FMV 2,068,678 2,068,678
JCR INCOME PLUS FUND IV(Q) LP FMV 673,038 673,038
ENERGY CAPITAL PARTNERS III-B, LP FMV 838,923 838,923
CRESTLINE OPPORTUNITY FUND V OFFSHORE LP FMV 1,877,688 1,877,688
APOLLO NATURAL RESOURCE PARTNERS II LP FMV 1,206,553 1,206,553
SOUTHWEST VALUE PARTNERS FUND XXIII-B LP FMV 343,404 343,404
MFO WASATCH FDS TR EMERGING MARKETS SELECT FD INSTL CL FMV 9,778,709 9,778,709
SOUTHWEST VALUE PARTNERS FUND XXI LP FMV 1,533,550 1,533,550
SOUTHWEST VALUE PARTNERS FUND XVIII LP FMV 5,045,718 5,045,718
JCR COMMERCIAL RE FIN FD IIIB(Q) LP FMV 34,135 34,135
HARBERT UNITED STATE REAL ESTATE FUND VII LP FMV 3,023,060 3,023,060
ROC MULTIFAMILY & COMMERCIAL OFFICE INTERNATIONAL A FUND III LP FMV 74,173 74,173
BRIDGE MULTIFAMILY FUND V INTERNATIONAL-A LP FMV 1,057,884 1,057,884
CRESTVIEW PARTNERS III FMV 1,971,320 1,971,320
SOUTHWEST VALUE PARTNERS FUND XXIII LP FMV 2,565,402 2,565,402

TY 2023 LegalFeesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRELL & MANELLA LLP 237,559 158,373   82,580


TY 2023 OtherAssetsSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS 1,179,153 55,445 55,445
RIGHT OF USE ASSET 0 986,607 986,607


TY 2023 OtherExpensesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MEALS & ENTERTAINMENT 3,876 1,938   1,938
INSURANCE 65,672 32,836   32,836
STATIONARY & SUPPLIES 3,491 1,746   1,746
OFFICE EXPENSES 14,344 7,172   7,172
TRUSTEE EXPENSE 7,342 3,671   3,671
K-1 OTHER EXPENSES/DEDUCTIONS 0 164,845   0
BOND AMORTIZATION EXPENSE 47,302 47,302   0


TY 2023 OtherIncomeSchedule2
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM NORTHERN TRUST   19,110  
OTHER INCOME 165 0 165


TY 2023 OtherIncreasesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Description Amount
OTHER DECREASES - UNREALIZED GAIN - SECURITIES 27,918,024


TY 2023 OtherLiabilitiesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 265,000 659,000
ACCRUED EXCISE TAXES 7,357 22,300
LEASE LIABILITY 1,227,264 1,099,532


TY 2023 OtherProfessionalFeesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
1099 DEDUCTION - EDGEWOOD MANAGEMENT 0 0   0
CUSTODIAN FEES 114,829 114,829   0
INVESTMENT ADVISORY FEES 302,130 302,130   0
INVESTMENT MANAGEMENT FEES 869,217 82   0
MANAGER FEES 230,894 230,894   0
SCHOLARSHIP EVALUATION COMMITTEE 8,000 0   15,000
K-1 DEDUCTIONS - APOLLO NATURAL RESOURCES FUND II 0 27,415   0
K-1 DEDUCTIONS - CRESTLINE OPPORTUNITY FUND V OFFSHORE 0 10,267   0
K-1 DEDUCTIONS - CRESTVIEW PARTNERS III, LP 0 36,375   0
K-1 DEDUCTIONS - ENERGY CAPITAL PARTNERS II-B 0 969   0
K-1 DEDUCTIONS - ENERGY CAPITAL PARTNERS III-B 0 19,499   0
K-1 DEDUCTIONS - WILTON PRIVATE EQUITY 0 2,978   0
K-1 DEDUCTIONS - OFFSHORE MEZZANINE PARTNERS III 0 21,348   0
K-1 DEDUCTIONS - JCR COM RE FINANCE FUND IIIB(Q) 0 4,796   0
K-1 DEDUCTIONS - JCR INCOME PLUS FUND (Q) 0 2,987   0
K-1 DEDUCTIONS - SOUTHWEST VALUE PARTNERS FUND XVIII 0 0   0
K-1 DEDUCTIONS - SOUTHWEST VALUE PARTNERS FUND XXI 0 34,935   0
K-1 DEDUCTIONS - SOUTHWEST VALUE PARTNERS FUND XXIII 0 0   0
K-1 DEDUCTIONS - TCG 3.0-B LP 0 66,749   0
K-1 DEDUCTIONS - FAIRFIELD U.S. MULTIFAMILY VALUE ADD FUND IV 0 59   0
K-1 DEDUCTIONS - ECP CALPINE HOLDINGS, LP 0 34   0


TY 2023 TaxesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,142 68,841   0
FEDERAL EXCISE TAXES 107,000 0   0
PAYROLL TAXES 12,801 1,281   11,520
PROPERTY TAXES 280 140   140
FEES AND DUES 4,398 0   4,398
OTHER TAXES 129,522 0   0
DEFERRED TAX PROVISION 394,000 0   0