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
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$124,839,898J 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... 2,153,217 1,316,396  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,375,055
b Gross sales price for all assets on line 6a 40,153,151
7 Capital gain net income (from Part IV, line 2)... 3,690,168
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).......   -74,746  
12 Total. Add lines 1 through 11........ 5,528,272 4,931,818  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 515,000 113,333   401,667
15 Pension plans, employee benefits....... 28,454 3,927   24,527
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
64,470 32,235 0 32,235
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,186,555 974,055   212,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
49,956 36,131   29,681
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,582     12,582
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
378,197     378,197
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,235,214 1,159,681 0 1,091,389
25 Contributions, gifts, grants paid....... 13,598,144 13,598,144
26 Total expenses and disbursements. Add lines 24 and 25 15,833,358 1,159,681 0 14,689,533
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,305,086
b Net investment income (if negative, enter -0-) 3,772,137
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............. 114,466 776,236 776,236
2 Savings and temporary cash investments......... 1,751,780 1,765,538 1,765,538
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)....... 53,633,923 Click to see attachment
List of Attached Documents:
// Content
45,230,703 		45,230,703
c Investments—corporate bonds (attach schedule)....... 16,927,619 Click to see attachment
List of Attached Documents:
// Content
15,714,060 		15,714,060
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).......... 58,588,194 Click to see attachment
List of Attached Documents:
// Content
61,283,361 		61,283,361
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) 131,085,982 124,839,898 124,839,898
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........... 131,085,982 124,839,898
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)..... 131,085,982 124,839,898
30 Total liabilities and net assets/fund balances (see instructions). 131,085,982 124,839,898
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
131,085,982
2
Enter amount from Part I, line 27a .....................
2
-10,305,086
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,059,002
4
Add lines 1, 2, and 3 ..........................
4
124,839,898
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
124,839,898
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES: ORDINARY INC P    
d K-2 MEDIA LLC P    
e MAGNETAR PRA FUND LTD SERIES D P    
COATUE OFFSHORE FUND, LTD. P    
RIDGE SELECT PRIVATE INVESTORS OFFSHORE LTD. P    
VINTAGE III OFFSHORE LP - EXCESS BASIS 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    
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 10,991,730   10,750,349 241,381
b 26,359,583   24,105,005 2,254,578
c 0   655 -655
d 0   32,932 -32,932
e 1,315,693   1,275,993 39,700
729,830   243,049 486,781
41,108   55,000 -13,892
53,122     53,122
      10,610
      10,610
      10,610
      10,610
      10,610
      10,610
      10,610
      10,610
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       241,381
b       2,254,578
c       -655
d       -32,932
e       39,700
      486,781
      -13,892
      53,122
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,690,168
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 52,433
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 52,433
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 52,433
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 105,778
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.............. 7 105,778
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 53,345
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow53,345 Refundedright arrow 11  
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? 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 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 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 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)
 
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 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
 
No
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
 
 
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)
 
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 		340,000 11,781 0
10900 WILSHIRE BLVD STE 1200
LOS ANGELES,CA90024
CHLOE SWENSON COORDINATOR
40.0 		62,500 6,741 0
10900 WILSHIRE BLVD STE 1200
LOS ANGELES,CA90024
TRACY LONG ACCOUNTANT
40.0 		112,500 10,014 0
10900 WILSHIRE BLVD STE 1200
LOS ANGELES,CA90024
Total number of other employees paid over $50,000...................right arrow  
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
WILLARD STREET PARTNERS ACCOUNTING/ADVISORY 415,000
640 VIA DE LA PAZ
PACIFIC PALISADES,CA90272
JP MORGAN INVEST. MANAGEMENT 129,424
2029 CENTURY PARK EAST 3900
LOS ANGELES,CA90067
BDT CAPITAL INVEST. MANAGEMENT 499,988
401 N MICHIGAN AVENUE SUITE 3100
CHICAGO,IL60611
POINTS OF LIGHT FOUNDATION PROJECT MANAGEMENT 240,095
600 MEANS STREET SUITE 210
ATLANTA,GA30318
Total number of others receiving over $50,000 for professional services.............right arrow  
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 (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
71,815,801
b
Average of monthly cash balances.......................
1b
1,981,671
c
Fair market value of all other assets (see instructions)................
1c
55,743,141
d
Total (add lines 1a, b, and c).........................
1d
129,540,613
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
129,540,613
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,943,109
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
127,597,504
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,379,875
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
6,379,875
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
52,433
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
52,433
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,327,442
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,327,442
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
6,327,442
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
14,689,533
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
14,689,533
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 6,327,442
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 6,312,075
b From 2019...... 7,544,223
c From 2020...... 4,674,379
d From 2021...... 5,112,108
e From 2022...... 6,356,825
f Total of lines 3a through e ........ 29,999,610
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 14,689,533
a Applied to 2022, 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 2023 distributable amount..... 6,327,442
e Remaining amount distributed out of corpus 8,362,091
5 Excess distributions carryover applied to 2023.    
(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 38,361,701
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 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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		6,312,075
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		32,049,626
10 Analysis of line 9:
a Excess from 2019.... 7,544,223
b Excess from 2020.... 4,674,379
c Excess from 2021.... 5,112,108
d Excess from 2022.... 6,356,825
e Excess from 2023.... 8,362,091
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).)
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 (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

42 Analytics Educational Inc

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

A Broaderway Foundation

420 Lexington Avenue Suite 2520
New York,NY10170 		N/A PC 2023 EVENT 10,000

A Little Rescue

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

Academy Museum Foundation

8949 Wilshire Blvd
Beverly Hills,CA90211 		N/A SO I GENERAL SUPPORT 250,000

Active Cultures

930 S Serrano Ave
Los Angeles,CA90006 		N/A PC Winter Benefit 5,000

Advocates for Children of New York

151 West 30th Street 5th Floor
New York,NY10001 		N/A PC General Operating Support 25,000

Alliance for Childrens Rights

3333 Wilshire Blvd suite 550
Los Angeles,CA90010 		N/A PC Champions for Children 10,000

American Jewish Committee

PO Box 7247
Philadelphia,PA19170 		N/A PC 53rd Annual Meeting 5,000

American Junior Golf Association

1980 Sports Club Drive
Braselton,GA30517 		N/A PC 2023 Polo Golf Junior-Am 10,000

American Lebanese Syrian Assoc Chair Inc

645 E Missouri Ave Ste 255
Phoenix,AZ85012 		N/A PC 2024 Legends for Charity Dinner 1,500

ANNIKA Foundation

10524 Moss Park Road Suite 204-408
Orlando,FL32832 		N/A PC Annual Philanthropy Outing 2024 10,000

Arms of Hope

21300 State Hwy 16 North
Medina,TX78055 		N/A PC General Operating Support 10,000

Art Production Fund Inc

954 Lexington Avenue 2076
New York,NY10021 		N/A PC 2024 Gala 25,000

Athletes for Hope

2 Bethesda Metro Center Suite 1320
Bethesda,MD20814 		N/A PC Play for Good 10,000

Augies Quest to Cure ALS Inc

PO Box 9886
Denver,CO80209 		N/A PC General operating funds 10,000

Augies Quest to Cure ALS Inc

PO Box 9886
Denver,CO80209 		N/A PC CHARITY GOLF TOURNAMENT 12,500

Auschwitz-Birkenau Memorial Foundation

483 10TH AVENUE SUITE 425
NEW YORK,NY10018 		N/A PC Poland Musuem 75,000

AVDA

1001 Texas Ave Suite 600
Houston,TX77002 		N/A PC Honoring Texas Victims Dinner 7,500

Backline Care Inc

PO Box 13511
Portland,OR97213 		N/A PC Handle with Care Event 5,000

Baruch College Fund

1 Bernard Baruch Way Box A-1603
New York,NY10010 		N/A PC Cohen Soft Skills Fund 10,000

BaseballGenerations Foundation

8924 Towne Avenue
Los Angeles,CA90003 		N/A PC GENERAL OPERATING SUPPORT 5,000

Begin Again Foundation

2059 George Mason Dr PO Box 6029
Virginia Beach,VA23456 		N/A PC 2023 Bubble and Beers event 12,500

Big Brothers Big Sisters of Greater Los Angeles I

11755 Wilshire Blvd Suite 1670
Los Angeles,CA90025 		N/A PC Funding for WIE Mentor Program Laptops 20,644

Bill Hillary & Chelsea Clinton Foundation

1200 President Clinton Avenue
Little Rock,AR72201 		N/A PC FUNDRAISER 110,000

Bill Hillary & Chelsea Clinton Foundation

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

Black Theatre United Inc

57 W 57th Street Fourth Floor
New York,NY10019 		N/A PC Inaugural Benefit Ball 10,000

Boys and Girls Club of Metro Los Angeles

800 S Figueroa Street
Los Angeles,CA90017 		N/A PC Holiday Gifts 60,000

Breast Cancer Research Foundation

28 West 44th Street Suite 609
New York,NY10036 		N/A PC In honor of Mandy Jenkins 5,000

Brentwood School

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

Cameron Champ Foundation

7000 Verner Ave
Citrus Heights,CA95621 		N/A PC Pro-Am September 10,000

Cardinal Charities Inc

8701 S Hardy Dr
Tempe,AZ85284 		N/A PC Trey McBride's A Catch for the Holidays 6,000

Champions of the Community Inc

6189 Memorial Drive
Dublin,OH43017 		N/A PC Nationwide Children's Hospital Championship 90,000

Charley Hoffman Foundation

3914 Murphy Canyon Rd 170A
San Diego,CA92123 		N/A PC SAN DIEGO CELEBRITY PRO-AM 14,000

City of Hope

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

City of Hope

1500 East Duarte Road
Duarte,CA91010 		N/A PC Music Trivia Bowl 5,000

City Parks Foundation

830 Fifth Avenue
New York,NY10065 		N/A PC Dinner & Concert at SummerStage 25,000

City Year Inc

PO Box 412755
Boston,MA02241 		N/A PC 2023 Spring Break event 10,000

Clearview Legacy Foundation

PO Box 30196
East Canton,OH44730 		N/A PC Clearview Legacy Benefit 2023 5,000

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

Creutzfeldt-Jakob Disease Foundation

3634 W Market Street Suite 110
Akron,OH44333 		N/A PC In honor of Janice Lafemina 5,000

Criminal Justice Reform Foundation

1675 Broadway FL 21
New York,NY10019 		N/A PC GENERAL OPERTATING SUPPORT 250,000

Crohn's and Colitis Foundation

120 Broadway Suite 1050A
New York,NY10271 		N/A PC New York City Takes Steps event 5,000

Delta Gamma Foundation

639 W 28th Street
Los Angeles,CA90007 		N/A PC Anchorbowl 2023 1,000

Diversify the Stage Programs

101 S Topanga Canyon Blvd 1210
Topanga,CA90290 		N/A PC Diversify The Stage Programs 25,000

Don't Ever Give Up Inc

1290 North Palm Avenue Suite 107
Sarasota,FL34236 		N/A PC Dick Vitale Gala 12,500

Earth League International

PO Box 661623
Los Angeles,CA90066 		N/A PC Operation Stella Maris 75,000

Echoes of Hope

555 N Nash St
El Segundo,CA90245 		N/A PC All In for Hope Event 5,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90212 		N/A PC L'Alqueria Del Basket 12,600

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90212 		N/A PC Wasatch 50,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90212 		N/A PC Alex Morgan Foundation 15,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90212 		N/A PC Huppeldepup Care Farm 12,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90212 		N/A PC Nordoff & Robbins 6,300

Embracing Life's Changes

3600 Lime Street Building 2 Suite 2
Riverside,CA92501 		N/A PC General Operating Support 5,000

Entertainment Industry Foundation

10880 Wilshire Boulevard Suite 140
Los Angeles,CA90024 		N/A PC Black Music Action Coalition 30,000

Epidermolysis Bullosa Medical Research Foundation

2757 Anchor Ave
Los Angeles,CA90064 		N/A PC Rock for EB 2023 25,000

Equal Justice Initiative

122 Commerce Street
Montgomery,AL36104 		N/A PC General Operating Funds 31,250

Family Endeavors Inc

6363 De Zavala Rd
San Antonio,TX78249 		N/A PC General Operating Support 10,000

Family Reach Foundation

142 Berkeley Street 3rd Floor
Boston,MA02116 		N/A PC Cooking Live Boston 2023 10,000

Feminist Majority Foundation

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

Feminist Majority Foundation

433 S Beverly Drive
Beverly Hills,CA90212 		N/A PC 15th Annual Global Women's Rights Awards 100,000

Femme House

2311 W Empire Ave
Burbank,CA91504 		N/A PC End of the Year Fundraiser 5,000

Fidelity Investments Charitable Gift Fund

14440 Pierson Rd
Wellington,FL33414 		N/A PC Great Charity Challenge 12,500

Fidelity Investments Charitable Gift Fund

Butch Gage 80 8th Avenue Suite 30
New York,NY01001 		N/A PC Hammond Family Scholarship Fund 10,000

Fusion Partnerships Inc

1601 Guilford Ave 2 South
Baltimore,MD21202 		N/A PC Baltimore Youth Arts 7,500

Getty House Foundation

605 South Irving Boulevard
Los Angeles,CA90005 		N/A PC GENERAL OPERATING SUPPORT 50,000

Global Poverty Project Inc

740 Broadway 4th Floor
New York,NY10003 		N/A PC New York Fishing Classic 10,000

Global Poverty Project Inc

740 Broadway 4th Floor
New York,NY10003 		N/A PC Global Citizen Fishing Tournament 10,000

Golden Isles Leadership Foundation Inc

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

Hanson House Foundation Inc

380 E Paseo El Mirador
Palm Springs,CA92260 		N/A PC Galleri Classic 25,000

Herbie Hancock Institute of Jazz

5225 Wisconsin Avenue NW Suite 605
Washington,DC20015 		N/A PC Herbie Hancock International Jazz Competition 10,000

Hollyrod Foundation

2934 1/2 Beverly Glen Circle 509
Los Angeles,CA90077 		N/A PC Design Care 25th Anniversary event 40,000

House of Blues Music Forward Foundation

9348 Civic Center Drive
Beverly Hills,CA90210 		N/A PC Inaugural Golf Classic 10,000

House of Blues Music Forward Foundation

9348 Civic Center Drive
Beverly Hills,CA90210 		N/A PC Femme It Forward Give Her Flowers 25,000

Hudson River Museum of Westchester

511 Warburton Avenue
Yonkers,NY10701 		N/A PC 2023 Making Waves Gala 1,000

Humane Society of Tampa Bay Inc

3607 N Armenia Ave
Tampa,FL33607 		N/A PC Tuxes and Tails 4,000

Ian Walsh Menehune Mayhem Foundation

PO Box 81624
Haiku,HI96708 		N/A PC 2023 May surf contest 2,500

International Community Foundation

2505 N Avenue
National City,CA91950 		N/A PC This Is About Humanity Fund Soiree 5,000

Israel Emergency Alliance dba Creative Community F

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

James Madison University Foundation Inc

261 Bluestone Drive Room Suite 355
Harrisonburg,VA22807 		N/A PC 20th Le Gourmet 2,250

JDRF

PO BOX 37920
Boone,IA50037 		N/A PC 38th Golf Classic 9,000

Joy in Childhood Foundation Inc

130 Royall Street
Canton,MA02021 		N/A PC 2023 Northeast Gala 15,000

Joy in Childhood Foundation Inc

130 Royall Street
Canton,MA02021 		N/A PC 2023 Manhattan Gala 15,000

JuJu Foundation Inc

8930 West Sunset Road Suite 240
Las Vegas,NV89148 		N/A PC FOUNDATION LUAU 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

LACMA

5905 Wilshire Blvd
Los Angeles,CA90036 		N/A PC Art + Film Gala 100,000

Leadership Music

PO Box 120478
Nashville,TN37212 		N/A PC 2024 Class Programming 15,000

Los Angeles Center for Law and Justice

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

Los Angeles Center for Law and Justice

5301 Whittier Blvd 4th Floor
Los Angeles,CA90022 		N/A PC Tee It Up for Survivors 2,500

Los Angeles Galaxy Foundation

18400 Avalon Blvd Suite 200
Carson,CA90746 		N/A PC Galaxy Foundation Golf Tournament 4,000

Los Angeles Philharmonic Association

151 South Grand Avenue
Los Angeles,CA90012 		N/A PC Janet Jackson Hollywood Bowl 10,000

Los Angeles Police Foundation

633 West 5th Street Suite 1210
Los Angeles,CA90071 		N/A PC 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 Rd Ste 210
Agoura Hills,CA91301 		N/A PC ANNUAL KICK OFF CHARITY EVENT 10,000

Make-A-Wish Foundation of Metro New York Inc

500 5th Avenue Suite 2900
New York,NY10110 		N/A PC 2023 When the Stars Align Gala 10,000

March of Dimes Inc

515 Madison Avenue 30th Floor
New York,NY10022 		N/A PC annual sports luncheon 25,000

Mayor's Fund for Los Angeles

1000 N Alameda Street Suite 340
Los Angeles,CA90012 		N/A PC Wasserman Foundation Payment 400,000

Men of Vision and Empowerment Inc

13504 Shady Knoll Dr
Eastvale,CA92880 		N/A PC 5th annual football clinic 10,000

Mia Hamm Foundation

1340 Environ Way Suite 343
Chapel Hill,NC27517 		N/A PC Annual Golf Classic 5,000

Midlands Housing Alliance Inc

2025 Main Street
Columbia,SC29201 		N/A PC Serve Day 2023 4,000

MLK Health and Wellness Community Development Corp

P O Box 811473
Los Angeles,CA90081 		N/A PC Jacqueline Avant Memorial Fund 25,000

Morgan Pressel Foundation Inc

PO Box 480157
Delray Beach,FL33448 		N/A PC January 8th and 9th event Program 10,000

Musicares Foundation Inc

3030 Olympic Blvd
Santa Monica,CA90404 		N/A PC 2024 Person of the Year 75,000

Musicians on Call Inc

618 Grassmere Park Ste 1
Nashville,TN37211 		N/A PC Hope for the Holidays Event 5,000

Music's Promise Inc

45 Main St Suite 712
Brooklyn,NY11201 		N/A PC Unplugged & Uncorked 15,000

Music's Promise Inc

45 Main St Suite 712
Brooklyn,NY11201 		N/A PC Oak View Theater Alliance Gala 15,000

NAACP Legal Defense & Education Fund

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

National Council of Young Israel

9261 Alden Drive
Beverly Hills,CA90210 		N/A PC Beverly Hills Synagogue 5,000

National Kidney Foundation

20929 Ventura Blvd Suite 47-126
Woodland Hills,CA91364 		N/A PC Annual donation 12,500

National Organization of Italian American Women In

25 West 43rd Street Suite 1010
New York,NY10036 		N/A PC May 6, 2023 Event 1,000

National Pediatric Cancer Foundation

5550 W Executive Drive Suite 200
Tampa,FL33609 		N/A PC May 2023 Fashion Show 10,000

National Sports Media Association Inc

PO Box 5394
WinstonSalem,NC27113 		N/A PC 2023 Public NSMA Awards 1,600

Nationwide Children's Hospital Foundation

PO Box 16810
Columbus,OH43216 		N/A PC 2023 Legends Luncheon 9,500

NCGA Foundation

30 Ragsdale Drive Suite 201
Monterey,CA93940 		N/A PC Vantage Cup 10,000

New Albany Youth League Football Inc

3010 Autumn Hill Court
New Albany,IN47150 		N/A PC Rondale Moore Football Camp 3,000

New Alternatives for Children Inc

825 7th Avenue
New York,NY10019 		N/A PC NAC Kids Can Gala 10,000

New Alternatives for LGBT Homeless Youth Inc

410 West 40th Street
New York,NY10018 		N/A PC January 11th event 5,000

New York University

547 LaGuardia Pl
New York,NY10012 		N/A PC 2023 Tisch Gala 50,000

Nvak Inc

10866 Washington Blvd 1219
Culver City,CA90232 		N/A PC Program Support 5,000

NYU Langone Health Office of Development and Alumn

One Park Avenue 5th Floor
New York,NY10016 		N/A PC In honor of David Teitler 2,500

Pacific Council on International Policy

725 S Figueroa Street Suite 450
Los Angeles,CA90017 		N/A PC MMXXIII Gala 10,000

Partnership for Los Angeles Schools

1055 Wilshire Blvd Suite 1850
Los Angeles,CA90017 		N/A PC Ritter Elementary 9,000

PGA Tour First Tee Foundation Inc

PO Box 3055
Ponte Vedra Beach,FL32004 		N/A PC General Operating Funds 250,000

Players Philanthropy Fund

1720 Post Road East Suite 121
Westport,CT06880 		N/A PC The Drake Group Education Fund 2023 Sack Symposium Pincus 10,000

Project Healthy Minds

35 Hudson Yards 7702
New York,NY10001 		N/A PC Inaugural Gala 10,000

Puppies & Golf Inc

841 E Fort Avenue 155
Baltimore,MD21230 		N/A PC January 23rd event 2,500

Qualia The School for Deeper Learning

269 S Beverly Dr 338
Beverly Hills,CA90212 		N/A PC GENERAL OPERATING FUNDS 200,000

Radford University Foundation Inc

PO Box 6893
Radford,VA24142 		N/A PC Men's Basketball Student Section 2,000

Rally Foundation Inc

5775 Glenridge Dr Bldg B Suite 3
Atlanta,GA30328 		N/A PC Annual Benefit Bash 25,000

ReClif Community Inc

3200 Pointe Parkway Suite 200
Peachtree Corners,GA30092 		N/A PC Casino Night 6,000

Renaissance Charitable Foundation Inc

8910 Purdue Rd Suite 555
Indianapolis,IN46268 		N/A PC GENERAL OPERATING FUNDS 5,000

Renewing Life Center

3243 E Warm Springs Road
Las Vegas,NV89120 		N/A PC General Operating Support 5,000

Rhino Ark Kenya Charitable Foundation Inc

POBox 46250
Madison,WI53744 		N/A PC General operating 5,000

Santa Barbara Foresters

4299 Carpinteria Ave
Carpinteria,CA93013 		N/A PC Hugs for Cubs 24th Annual Turkey Day Shootout 1,000

School of Journalism Foundation of North Carolina

313 Carroll Hall Campus Box 3365
Chapel Hill,NC27599 		N/A PC 2023 Media and Journalism Hall of Fame 1,500

School on Wheels Inc

PO BOX 23371
Ventura,CA93002 		N/A PC Back to School Block Party 30,000

Scott and Kim Verplank Foundation

2401 Tee Circle 109
Norman,OK73069 		N/A PC GENERAL OPERATING FUNDS 12,000

Seattle Foundation

PO BOX 35146
Seattle,WA98124 		N/A PC GENERAL OPERATING FUNDS 5,000

Shays Warriors

42-215 Washington Street Suite A38
Palm Desert,CA92211 		N/A PC Galleri Classic 25,000

Shooting Touch Inc

65 Sprague St East Building 2nd F
Hyde Park,MA02136 		N/A PC General Operating Support 5,000

Southern Poverty Law Center

400 Washington Avenue
Montgomery,AL36104 		N/A PC General Operating Funds 31,250

Stand Up to Cancer

10880 Wilshire Blvd 1400
Los Angeles,CA90024 		N/A PC In honor of Louis Caric 1,500

Stern Grove Festival Association

832 Folsom Street Suite 1000
San Francisco,CA94107 		N/A PC General Operating Support 10,000

Strive How to Lead Matters Inc

1121 Thatcher Street
Wilmington,DE19802 		N/A PC 2023 Sports Challenge Campaign 2,500

Support and Feed

235 Park Ave South Floor 9
New York,NY10003 		N/A PC First Annual Gala 50,000

SVG Sports Broadcasting Fund

19 West 21st St Suite 301
New York,NY10010 		N/A PC Sports Broadcasting Hall of Fame Event 3,600

Team IMPACT Inc

500 Victory Rd 3rd Floor
Quincy,MA02171 		N/A PC 2023 IMPACT LA Event 5,000

The American Pops Orchestra

3244 38th St NW
Washington,DC20016 		N/A PC Music Diplomacy 75,000

The Breast Cancer Research Foundation Inc

PO Box 102104
Pasadena,CA91189 		N/A PC An Unforgettable Evening 2023 25,000

The Joe Torre Safe at Home Foundation

55 West 39th Street Suite 600
New York,NY10018 		N/A PC Annual Golf and Tennis Classic 5,000

The Joe Torre Safe at Home Foundation

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

The Kirstie Ennis Foundation

5032 CO RD 154
Glenwood Springs,CO81601 		N/A PC Oktoberfest Event 7,500

The Leukemia and Lymphoma Society Inc

PO Box 22470
New York,NY10087 		N/A PC NYC SVOY - Story Diamond 5,000

The Metropolitan Museum of Art

1000 Fifth Avenue
New York,NY10028 		N/A PC Casey Wasserman Met Gala tickets 350,000

The Metropolitan Museum of Art

1000 Fifth Avenue
New York,NY10028 		N/A PC Friends of Costume Institute 10,000

The Metropolitan Musuem of Art

1000 Fifth Avenue
New York,NY10028 		N/A PC Art & Artists Gala 25,000

The Mission Continues

1141 S 7th St
St Louis,MO63104 		N/A PC LA service platoon 60,000

The Ohio State University Foundation

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

The Opportunity Network

85 Broad Street 6th Floor
New York,NY10004 		N/A PC 2023 Night of Opportunity 50,000

The Outpost Foundation

9 Tiburon Lane
Malvern,PA19355 		N/A PC Caveman Scholarship Fund 5,000

The Painted Turtle

1300 4th Street Suite 300
Santa Monica,CA90401 		N/A PC In memory of Sharyn Gertz 10,000

The Race Foundation

3363 Chapel Hills Pkwy
Fultondale,AL35068 		N/A PC The Mike Jack Experience 5,000

The Shaquille ONeal Foundation

10845 Griffith Peak Dr Ste 520
Las Vegas,NV89135 		N/A PC THE EVENT FUNDRAISING 25,000

The Shed

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

The University of Texas Foundation

PO Box 7458
Austin,TX78713 		N/A PC UT Austin Athletics Gift - Wasserman Foundation Pl 200,000

TJ Martell Foundation

2817 West End Ave Ste 126 206
Nashville,TN37203 		N/A PC 2023 wine dinner 9,000

TJ Martell Foundation

2817 West End Ave Ste 126 206
Nashville,TN37203 		N/A PC 45th Annual New York Honors Gala 15,000

TM23 Foundation

2355 Westwood Blvd 383
Los Angeles,CA90064 		N/A PC Vista Del Mar soccer field 10,000

Tom Coughlin Jay Fund Foundation

PO Box 50798
Jacksonville Beach,FL32240 		N/A PC Champions for Children Gala 25,000

Tour Wives Association Inc

1 PGA TOUR Blvd
Ponte Vedra Beach,FL32082 		N/A PC 35th annual gala 5,000

US Olympic & Paralympic Foundation

1 Olympic Plaza
Colorado Springs,CO80909 		N/A PC General Operating Funds 75,000

UCLA FOUNDATION

2224 MURPHY HALL BOX 951404
Los Angeles,CA90024 		N/A PC UCLA CARES 2,000,000

UCLA Foundation

2224 MURPHY HALL BOX 951404
Los Angeles,CA90024 		N/A PC Baseball Golf Tournament 1,300

UCLA Foundation

2224 MURPHY HALL BOX 951404
Los Angeles,CA90095 		N/A PC Pauley Pavilion 1,500,000

UCLA Foundation

Box 951404
Los Angeles,CA90095 		N/A PC ATHLETICS CAPITAL CAMPAIGN 1,500,000

UCLA Foundation

Box 951404
Los Angeles,CA90095 		N/A PC Wasserman Endowed Dean 700,000

UCLA Foundation

Box 951404
Los Angeles,CA90095 		N/A PC UCLA WASSERMAN TERM CHAIR OF INNOVATION IN HEAD & NECK SURGERY 200,000

UCLA Foundation

10889 Wilshire Blvd 1100
Los Angeles,CA90024 		N/A PC 2024 Luskin Summit 10,000

Understand the Grind Foundation

11251 Rancho Carmel Drive 503231
San Diego,CA92150 		N/A PC General operating expenses 5,000

United Jewish Appeal Federation of Jewish Philanth

130 East 59th Street Suite 962B
New York,NY10022 		N/A PC 2023 Music Visionary of the Year 18,000

United States Equestrian Team Foundation Inc

1040 Pottersville Road
Gladstone,NJ07934 		N/A PC Multi-Year 60,000

Uniting Voices

78 E Washington St 5th Floor
Chicago,IL60602 		N/A PC In memory of Owen Dettman 5,000

USA Swimming Inc

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

Utah Sports Commission Foundation

201 South Main STE 2125
Salt Lake City,UT84111 		N/A PC Tony Finau Foundation 20,000

Vera Institute of Justice

34 35th Street 4-2A
Brooklyn,NY11232 		N/A PC General operating funds 31,250

Vera Institute of Justice

34 35th Street 4-2A
Brooklyn,NY11232 		N/A PC General Operating Funds 31,250

WeFam United Inc

PO Box 3423
Windermere,FL34786 		N/A PC Loyal to My Soil 3,000

WeFam United Inc

PO Box 3423
Windermere,FL34786 		N/A PC Golf tournament 2,500

WISE Atlanta Inc

4780 Ashford Dunwoody Road Suite A
Atlanta,GA30338 		N/A PC Tee It Up for Women 5,000

WISE Greater Raleigh

12405 Pawleys Mill Cir
Raleigh,NC27614 		N/A PC General operating support 5,000

Women in Sports and Events Inc

244 Fifth Ave Ste 2087
New York,NY10001 		N/A PC WISE Multiplier Summits in March and June 100,000

Women in Sports and Events Inc

244 Fifth Ave Ste 2087
New York,NY10001 		N/A PC WISE LA Event 1,800

Women in Sports and Events Inc

244 Fifth Ave Ste 2087
New York,NY10001 		N/A PC 2024 WISE Multiplier Summit and Symposiums 100,000

Womens Sports Foundation

247 West 30th Street 5th Floor
New York,NY10001 		N/A PC ANNUAL SALUTE TO WOMEN IN SPORTS 25,000

Wounded Warriors of Collier County Inc

3200 Bailey Lane 199
Naples,FL34105 		N/A PC Serve Day 2023 300
Total .................................right arrow 3a 13,598,144
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 2,153,217  
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 3,375,055  
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) ..   5,528,272  
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,528,272
(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:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 64,470 32,235   32,235

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 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

TY 2023 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 2023 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 0 0
PIMCO TOTAL RETURN FD-INST 1,576,460 1,576,460
J.P. MORGAN - SEE STATEMENT 0 0
DODGE & COX INCOME FD 1,521,642 1,521,642
BLCKRCK HI YLD BND PORT-K 1,043,218 1,043,218
VANGUARD TOTAL BOND MARKET IND 8,790,261 8,790,261
SCHWAB U.S. TIPS ETF 796,363 796,363
ROYAL BK OF CANADA 0 0
BK OF NOVA SCO 0 0
TORONTO-DOMINION BK 0 0
WESTPAC BNKG CORP 0 0
ISHARES 7-10 YEAR TREASURY B 1,986,116 1,986,116
BK OF MONTREAL 0 0

TY 2023 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 31,125,765 31,125,765
VINTAGE III 0 0
WHITEHALL STREET INTERNATIONAL 9,496 9,496
HPS MEZZANINE PRIVATE INVESTOR 2,603,544 2,603,544
HIGHBRIDGE MEZZANINE PARTNERS 0 0
HPS MEZZANINE PRIVATE INVESTOR 45,717 45,717
PEG CHINA PRIVATE INVESTOR 124,602 124,602
HPS CORE SENIOR LENDING OFFSHO 691,060 691,060
J.P. MORGAN - SEE STATEMENT 1,895,531 1,895,531
CRP VIII (CARLYLE) PRIVATE 1,591,050 1,591,050
HPS MEZZANINE PRIVATE INVESTOR 2,065,908 2,065,908
APOLLO EPF III PRIVATE INVEST 898,445 898,445
ASF VIII INFRASTRUCTURE PRIVAT 666,415 666,415
ORBIMED ROYALTIES III PRIVATE 1,228,143 1,228,143
COATUE GROWTH PRIVATE INVESTOR 1,472,188 1,472,188
EQT INFRASTRUCTURE V PRIVATE 812,839 812,839

TY 2023 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 0 0
TURNER-AGASSI CHARTER SCHOOL FMV 0 0
GRE II PRIVATE INVESTORS, LLC FMV 3,448,373 3,448,373
TURNER HEALTHCARE FACILITIES FMV 1,250,702 1,250,702
BDT CAPITAL PARTNERS FUND 3 (T FMV 18,583,272 18,583,272
CENTERVIEW CAPITAL, L.P. FMV 220,923 220,923
BDT CAPITAL PARTNERS FUND I-A, FMV 15,022,862 15,022,862
FUND II-A SPIRITS, LP FMV 382,449 382,449
ISHARES GOLD TRUST FMV 809,755 809,755
BDT CAPITAL PARTNERS FUND II FMV 13,417,103 13,417,103
ART AGENCY PARTNERS ASSOCIATES FMV 81,506 81,506
THE KITCHEN CAFE, LLC FMV 67,186 67,186
PIMCO COMMODITYPL STRAT-INS FMV 773,116 773,116
REDBIRD CAPITAL PARTNERS FMV 6,566,357 6,566,357
COHEN & STEERS RL EST-F FMV 578,976 578,976
PROVIDENCE EQUITY PARTNERS FMV 80,781 80,781

TY 2023 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 2023 OtherExpensesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 28,213     28,213
OFFICE EXPENSE 0     0
BANK FEES 800     800
SERVICE DAY EXPENSES 348,830     348,830
DUES AND SUBSCRIPTIONS 354     354


TY 2023 OtherIncomeSchedule2
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP LOSS   -75,994  
ORDINARY INCOME FROM SALES OF SECURITIES   655  
OTHER INVESTMENT INCOME   593  


TY 2023 OtherIncreasesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Amount
UNREALIZED GAIN ON INVESTMENT 4,059,002


TY 2023 OtherProfessionalFeesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 766,555 766,555    
ADVISORY FEES 415,000 207,500   207,500
CONSULTING FEES 5,000     5,000


TY 2023 TaxesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES   36,131    
PAYROLL TAXES 29,281     29,281
FILING FEES 400     400
STATE TAXES 272      
FEDERAL TAXES 20,003