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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$342,188,121J 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 400,177 132  
4 Dividends and interest from securities... 8,229,921 9,262,938  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,087,168
b Gross sales price for all assets on line 6a 113,496,802
7 Capital gain net income (from Part IV, line 2)... 25,108,543
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
351 22,208  
12 Total. Add lines 1 through 11........ 34,717,617 34,393,821  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,200 3,600   3,600
14 Other employee salaries and wages...... 201,014 20,101   180,912
15 Pension plans, employee benefits....... 12,475 1,248   11,228
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
260,084 173,389   86,686
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
297,769 215,190   57,233
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,469,642 858,346   118,000
17 Interest............... 231,393 66,598   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
544,012 36,441   16,497
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
4,461 2,231  
20 Occupancy.............. 173,630 86,815   86,815
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
193,441 381,584   65,994
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,395,121 1,845,543   626,965
25 Contributions, gifts, grants paid....... 7,382,224 14,645,000
26 Total expenses and disbursements. Add lines 24 and 25 10,777,345 1,845,543   15,271,965
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,940,272
b Net investment income (if negative, enter -0-) 32,548,278
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 2,268,854 7,988,371 7,988,371
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).....   5,489 5,489
7 Other notes and loans receivable (attach schedule) right arrow120,209
Less: allowance for doubtful accounts right arrow0 364,059 120,209 120,209
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 114,000 112,000 112,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 176,358,658 Click to see attachment
List of Attached Documents:
// Content
179,349,332 		179,349,332
c Investments—corporate bonds (attach schedule)....... 58,242,317 Click to see attachment
List of Attached Documents:
// Content
67,573,371 		67,573,371
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).......... 79,562,932 Click to see attachment
List of Attached Documents:
// Content
86,146,079 		86,146,079
14 Land, buildings, and equipment: basis right arrow337,883
Less: accumulated depreciation (attach schedule) right arrow326,400 0 Click to see attachment
List of Attached Documents:
// Content
11,483 		11,483
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,042,052 		Click to see attachment
List of Attached Documents:
// Content
881,787 		Click to see attachment
List of Attached Documents:
// Content
881,787
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 317,952,872 342,188,121 342,188,121
Liabilities 17 Accounts payable and accrued expenses.......... 235,709 182,121
18 Grants payable................. 27,402,995 20,140,220
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
1,780,832 		Click to see attachment
List of Attached Documents:
// Content
1,850,909
23 Total liabilities (add lines 17 through 22)......... 29,419,536 22,173,250
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........... 288,533,336 320,014,871
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)..... 288,533,336 320,014,871
30 Total liabilities and net assets/fund balances (see instructions). 317,952,872 342,188,121
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
288,533,336
2
Enter amount from Part I, line 27a .....................
2
23,940,272
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,541,263
4
Add lines 1, 2, and 3 ..........................
4
320,014,871
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
320,014,871
Form 990-PF (2024)
Form 990-PF (2024)
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 EMERGING MARKETS (44-22463) P 2023-12-31 2024-12-31
b EMERGING MARKETS (44-22463) P 2023-12-31 2024-12-31
c DODGE AND COX INCOME LCV (44-06773) P 2023-12-31 2024-12-31
d DODGE AND COX INCOME LCV (44-06773) P 2023-12-31 2024-12-31
e VANGUARD 500 INDEX (44-13738) P 2023-12-31 2024-12-31
VANGUARD SCC (44-13739) P 2023-12-31 2024-12-31
VANGUARD SCC (44-13739) P 2023-12-31 2024-12-31
WASATCH EM (44-12215) P 2023-12-31 2024-12-31
BEL AIR TREASURIES (44-15653) P 2023-12-31 2024-12-31
PINESTONE US EQ (44-25377) P 2023-12-31 2024-12-31
VANGUARD LCG (44-25376) P 2023-12-31 2024-12-31
VANGUARD MID CAP (44-22462) P 2023-12-31 2024-12-31
VANGUARD MID CAP (44-22462) P 2023-12-31 2024-12-31
WCM FOCUSED GROWTH (26-69998) P 2023-12-31 2024-12-31
WCM FOCUSED GROWTH (26-69998) P 2023-12-31 2024-12-31
BLACKROCK HEALTH (44-91644) P 2023-12-31 2024-12-31
BLACKROCK HEALTH (44-91644) P 2023-12-31 2024-12-31
EDGEWOOD (26-32282) P 2023-12-31 2024-12-31
EDGEWOOD (26-32282) P 2023-12-31 2024-12-31
DISPOSITION OF ANRP II (AIV-L DEE III B) P 2023-12-31 2024-12-31
DISPOSITION OF ECP CALPINE HOLDINGS, LP P 2023-12-31 2024-12-31
DISPOSITION OF JCR COMMERCIAL REAL ESTATE FUND IIIB(Q), LP P 2023-12-31 2024-12-01
FROM HARBERT UNITED STATES REAL ESTATE FUND VII, LP P 2023-12-31 2024-12-31
FROM APOLLO NATURAL RESOURCES FUND II K-1 P 2023-12-31 2024-12-31
FROM ANRP II 892/TE (AIV-A), LP K-1 P 2023-12-31 2024-12-31
FROM ANRP II (AIV L-RTE B) LP K-1 P 2023-12-31 2024-12-31
FROM ANRP II (AIV L-CNV) LP K-1 P 2023-12-31 2024-12-31
FROM ANRP II 892/TE (AIV-AM), L.P. K-1 P 2023-12-31 2024-12-31
FROM ANRP II (BEL CONDUIT TE), LP K-1 P 2023-12-31 2024-12-31
FROM BMF III INTL A, LP K-1 P 2023-12-31 2024-12-31
FROM CRESTVIEW PARTNERS III, LP K-1 P 2023-12-31 2024-12-31
FROM ENERGY CAPITAL PARTNERS III-B K-1 P 2023-12-31 2024-12-31
FROM OFFSHORE MEZZANINE PARTNERS III K-1 P 2023-12-31 2024-12-31
FROM JCR COM RE FINANCE FUND IIIB(Q) K-1 P 2023-12-31 2024-12-31
FROM TCG 3.0-B, LP K-1 P 2023-12-31 2024-12-31
FROM CRESTVIEW PARTNERS III (DE) LP K-1 P 2023-12-31 2024-12-31
FROM CRESTLINE OPPORTUNITY FUND V OFFSHORE LP, K-1 P 2023-12-31 2024-12-31
FROM WILTON PRIVATE EQUITY FUND, LLC P 2023-12-31 2024-12-31
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 2,250,000   1,830,414 419,586
b 9,652,312   8,459,330 1,192,982
c 847,187   809,145 38,042
d 11,652,813   11,173,084 479,729
e 6,500,000   5,380,914 1,119,086
196,357   187,187 9,170
1,303,643   1,102,660 200,983
2,750,000   2,827,873 -77,873
28,225,000   28,225,000 0
601,489   637,229 -35,740
1,500,000   1,223,653 276,347
547,002   487,617 59,385
952,998   783,450 169,548
135,943   112,601 23,342
1,364,057   637,972 726,085
134,219   125,320 8,899
6,791,461   6,471,575 319,886
7,730,425   6,520,485 1,209,940
24,970,107   9,843,626 15,126,481
12,610   12,862 -252
1,244   1,244 0
12,891   12,891 0
26,837     26,837
    293,779 -293,779
    10,968 -10,968
    28,395 -28,395
    442,150 -442,150
734     734
28,727     28,727
      0
61,774     61,774
    299,046 -299,046
49,450     49,450
    26,197 -26,197
    168,771 -168,771
    243,242 -243,242
    59 -59
    9,520 -9,520
5,197,522     5,197,522
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       419,586
b       1,192,982
c       38,042
d       479,729
e       1,119,086
      9,170
      200,983
      -77,873
      0
      -35,740
      276,347
      59,385
      169,548
      23,342
      726,085
      8,899
      319,886
      1,209,940
      15,126,481
      -252
      0
      0
      26,837
      -293,779
      -10,968
      -28,395
      -442,150
      734
      28,727
      0
      61,774
      -299,046
      49,450
      -26,197
      -168,771
      -243,242
      -59
      -9,520
      5,197,522
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 25,108,543
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) 1 452,421
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........................... 3 452,421
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- ..... 5 452,421
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 528,919
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.............. 7 528,919
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 76,498
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow76,498 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		201,014 12,475 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 (2024)
Form 990-PF (2024)
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
BEL AIR INVESTMENT ADVISORY FEES 489,410
1999 AVENUE OF THE STARS 2800
LOS ANGELES,CA90067
IRELL & MANELLA LLP LEGAL COUNSEL 260,084
1800 AVE OF THE STARS 900
LOS ANGELES,CA90067
ANDERSEN TAX LLC ACCOUNTING SERVICES 245,766
350 S GRAND AVE SUITE 2000
LOS ANGELES,CA90071
DELOITTE & TOUCHE ACCOUNTING SERVICES 73,500
555 WEST 5TH STREET
LOS ANGELES,CA900131010
EDGEWOOD MANAGEMENT CO INVESTMENT COUNSEL 0
350 PARK AVENUE 18TH FL
NEW YORK,NY10022
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. 324,000
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 (2024)
Form 990-PF (2024)
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
325,248,906
b
Average of monthly cash balances.......................
1b
10,046,986
c
Fair market value of all other assets (see instructions)................
1c
6,857
d
Total (add lines 1a, b, and c).........................
1d
335,302,749
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
335,302,749
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,029,541
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
330,273,208
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
16,513,660
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
16,513,660
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
452,421
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
452,421
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
16,061,239
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
16,061,239
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
16,061,239
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
15,271,965
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
15,271,965
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 16,061,239
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,988,288
b From 2020...... 421,601
c From 2021...... 923,733
d From 2022......  
e From 2023...... 67,638
f Total of lines 3a through e ........ 3,401,260
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 15,271,965
a Applied to 2023, 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 2024 distributable amount..... 15,271,965
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 789,274 789,274
(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 2,611,986
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,199,014
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,412,972
10 Analysis of line 9:
a Excess from 2020.... 421,601
b Excess from 2021.... 923,733
c Excess from 2022....  
d Excess from 2023.... 67,638
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

A PLACE CALLED HOME

2830 S CENTRAL AVE
LOS ANGELES,CA90011 		  501(C)(3) PAYMENT FOR YOUTH SERVICES 30,000

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

ALMA COLLEGE

614 W SUPERIOR ST
ALMA,MI48801 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

AMERICAN INDIAN CATHOLIC SCHOOLS NETWORK

107 CAROLE SADNER HALL
NOTRE DAME,IN46556 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000

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

ARCHDIOCESE OF LOS ANGELES - ST JOHN'S SEMINARY

5012 SEMINARY RD
CAMARILLO,CA93012 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 1,000,000

ARCHDIOCESE OF LOS ANGELES - TEACHER SALARIES

3424 WILSHIRE BLVD
LOS ANGELES,CA90010 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 984,000

ASSOCIATION OF CATHOLIC STUDENT COUNCILS

530 SOUTH LAKE AVE STE 889
PASADENA,CA91101 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 30,000

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

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

BELMONT UNIVERSITY

1900 BELMON BLVD
NASHVILLE,TN37212 		  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

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

BOYS & GIRLS CLUB OF LONG BEACH

3635 LONG BEACH BLVD
LONG BEACH,CA90807 		  501(C)(3) PAYMENT FOR YOUTH SERVICES 20,000

BRADLEY UNIVERSITY

1501 W BRADLEY AVE
PEORIA,IL61625 		  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 6,000

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

CALIFORNIA BAPTIST UNIVERSITY

8432 MAGNOLIA AVE
RIVERSIDE,CA92504 		  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

CALIFORNIA HOSPITAL MEDICAL CENTER FOUNDATION

1401 S GRAND AVE
LOS ANGELES,CA90015 		  501(C)(3) PAYMENT FOR HEALTH SERVICES 1,000,000

CALIFORNIA SCIENCE CENTER FOUNDATION

700 EXPOSITION PARK DRIVE
LOS ANGELES,CA90037 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 1,550,000

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

CASA DE LAS AMIGAS

160 N EL MOLINO AVE
PASADENA,CA91101 		  501(C)(3) PAYMENT FOR REHABILITATION CENTER 25,000

CASA TERESA

PO BOX 429
ORANGE,CA92856 		  501(C)(3) PAYMENT IN SUPPORT OF HOMELESS SHELTERS 10,000

CASA

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

CATHOLIC SCHOOLS COLLABORATIVE

3108 GLENDALE BLVD 652
LOS ANGELES,CA90039 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000

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

CHILDREN'S BURN FOUNDATION

5000 VAN NUYS BLVD STE 210
SHERMAN OAKS,CA91403 		  501(C)(3) PAYMENT FOR BURN VICTIMS 25,000

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

COLORADO COLLEGE

14 E CACHE LA POUDRE ST
COLORADO SPRINGS,CO80903 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

COVENANT HOUSE

1325 N WESTERN AVE
HOLLYWOOD,CA90027 		  501(C)(3) PAYMENT FOR HOMELESS SHELTERS 100,000

DIDI HERSCH MENTAL HEALTH SERVICES

10277 W OLYMPIC BLVD
LOS ANGELES,CA90067 		  501(C)(3) PAYMENT FOR MENTAL HEALTH SERVICES 10,000

DON BOSCO TECHNICAL HIGH SCHOOL

1151 SAN GABRIEL BLVD
ROSEMEAD,CA91770 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 100,000

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

DUQUESNE UNIVERSITY

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

EMORY UNIVERSITY

201 DOWMAN DR NE
ATLANTA,GA30322 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

FADICA

4201 CONNECTICUT AVENUE NW
WASHINGTON,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 6,000

FIVE ACRES

760 MOUNTAIN VIEW ST
ALTADENA,CA91001 		  501(C)(3) PAYMENT FOR MENTAL HEATH SERVICES 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

GEORGETOWN UNIVERSITY

3700 O ST NW
WASHINGTON,DC20057 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 1,000,000

GIRL SCOUTS OF GREATER LOS ANGELES

423 N LA BREA AVE
INGLEWOOD,CA90302 		  501(C)(3) PAYMENT FOR SUPPORT OF THE YOUTH 30,000

GONZAGA UNIVERSITY

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

GONZAGA UNIVERSITY

502 E BOONE AVE
SPOKANE,WA99258 		  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

GREATER LOS ANGELES ZOO ASSOCIATION

5333 ZOO DR
LOS ANGELES,CA90027 		  501(C)(3) GENERAL/EDUCATIONAL 10,000

GREEN DOT PUBLIC SCHOOLS

1149 S HILL ST STE 600
LOS ANGELES,CA90015 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 50,000

GROSSMAN BURN FOUNDATION

23679 CALABASAS RD STE 270
CALABASAS,CA91302 		  501(C)(3) PAYMENT FOR BURN INJURY VICTIMS 25,000

GUIDE DOGS OF THE DESERT

60735 DILLON RD
WHITEWATER,CA92282 		  501(C)(3) PAYMENT FOR BLIND AND VISUALLY IMPAIRED SUPPORT 25,000

HAMILTON COLLEGE

198 COLLEGE HILL ROAD
CLINTON,NY13323 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

HATHAWAY SYCAMORES CHILD & FAMILY SERVICES

3741 STOCKER ST STE 100
LOS ANGELES,CA90008 		  501(C)(3) PAYMENT IN SUPPORT OF FAMILY SERVICES 10,000

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

HOLY FAMILY SERVICES

1524 FREMONT AVE
SOUTH PASADENA,CA91030 		  501(C)(3) PAYMENT FOR FOSTER CARE 75,000

HOMEBOY INDUSTRIES

130 BRUNO ST
LOS ANGELES,CA90012 		  501(C)(3) PAYMENT IN SUPPORT OF THE FORMERLY INCARCERATED 5,000

HOMES 4 FAMILIES

21031 VENTURA BLVD STE 610
WOODLAND HILLS,CA91364 		  501(C)(3) PAYMENT FOR VETERAN HOME SERVICES 10,000

HOPE COLLEGE

141 E 12TH ST
HOLLAND,MI49423 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

HOSPITALLER FOUNDATION OF CALIFORNIA INC

2468 SAINT ANDREWS PL
LOS ANGELES,CA90018 		  501(C)(3) PAYMENT IN SUPPORT OF HOSPITALITY CENTERS 100,000

IEMPATHIZE

1200 PEARL STREET STE 314
BOULDER,CO80302 		  501(C)(3) PAYMENT FOR HUMAN TRAFFICKING PREVENTION 25,000

INDIANA TECH

1600 E WASHINGTON BLVD
FORT WAYNE,IN46803 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ITHACA COLLEGE

953 DANBY RD
ITHACA,NY14850 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

ITHACA COLLEGE

953 DANBY RD
ITHACA,NY14850 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

JESUITS WEST PROVINCE

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

JOHN TRACY CENTER

2160 W ADAMS BLVD
LOS ANGELES,CA90018 		  501(C)(3) PAYMENT IN SUPPORT OF CHILD AUDIOLOGY 100,000

JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC

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

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

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

LOS ANGELES LGBT CENTER

8745 SANTA MONICA BLVD
WEST HOLLYWOOD,CA90069 		  501(C)(3) PAYMENT FOR LGBTQ SUPPORT SERVICES 25,000

LOYOLA MARYMOUNT UNIVERSITY

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

LOYOLA MARYMOUNT UNIVERSITY

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

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

MARYVALE

3826 GRAND VIEW BUILD STE 66636
LOS ANGELES,CA90066 		  501(C)(3) PAYMENT FOR ORPHAN SERVICES 50,000

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

MATER DOLOROSA PASSIONIST RETREAT CENTER

700 N SUNNYSIDE AVE
SIERRA MADRE,CA91024 		  501(C)(3) PAYMENT FOR CATHOLIC RETREAT CENTER 60,000

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

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 1,000,000

NIAGARA UNIVERSITY

5795 LEWISTON RD
NIAGARA,NY14109 		  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

OKLAHOMA BAPTIST UNIVERSITY

500 W UNIVERSITY ST
SHAWNEE,OK74808 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

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

PATH BEYOND SHELTER

3323 W WASHINGTON BLVD
LOS ANGELES,CA90018 		  501(C)(3) PAYMENT FOR HOMELESS SUPPORT 25,000

PROVIDENCE COLLEGE

1 CUNNINGHAM SQ
PROVIDENCE,RI02918 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

PROVIDENCE TRINITY CARE HOSPICE FOUNDATION

5315 TORRANCE BLVD SUITE B1
TORRANCE,CA90503 		  501(C)(3) GENERAL/EDUCATIONAL 50,000

PUENTE LEARNING CENTER

501 S BOYLE AVE
LOS ANGELES,CA90033 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000

RAD CAMP

100 PROGRESS STE 200
IRVINE,CA92618 		  501(C)(3) PAYMENT FOR SUPPORT OF THE YOUTH 50,000

ROCHESTER INSTITUTE OF TECHNOLOGY

1 LOMB MEMORIAL DR
ROCHESTER,NY14623 		  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

ROCKY MOUNTAIN COLLEGE

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

RUSSELL SAGE COLLEGE

65 1ST ST
TROY,NY12180 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

SALESIAN FAMILY YOUTH CENTER

2228 4TH ST
LOS ANGELES,CA90033 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 10,000

SANTA CLARA UNIVERSITY

500 EL CAMINO REAL
SANTA CLARA,CA95053 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 1,550,000

SANTA CLARA UNIVERSITY

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

SCHOOL ON WHEELS

600 E 7TH ST STE 109
LOS ANGELES,CA90021 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000

SIMPSON COLLEGE

701 N C ST
INDIANOLA,IA50125 		  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 75,000

SOUTH CENTRAL LAMP

892 E 48TH ST
LOS ANGELES,CA90011 		  501(C)(3) PAYMENT FOR WOMEN SERVICES 25,000

SOUTHERN NAZARENE UNIVERSITY

6729 NW 29TH EXPY
BETHANY,OK73008 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

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 FRANCIS CENTER

1835 S HOPE ST
LOS ANGELES,CA90015 		  501(C)(3) PAYMENT FOR HOMELESS SUPPORT 25,000

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 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

STRIVE

9124 SOUTH MAIN STREET
LOS ANGELES,CA90003 		  501(C)(3) PAYMENT FOR YOUTH SERVICES 25,000

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

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 235,000

THE GIVING SPIRT

11845 WEST OLYMPIC BLVD STE 1100
LOS ANGELES,CA90064 		  501(C)(3) PAYMENT FOR HOMELESS SUPPORT 25,000

THE HOUSE INSTITUTE FOUNDATION

1127 WILSHIRE BLVD
LOS ANGELES,CA90017 		  501(C)(3) PAYMENT FOR HEARING SERVICES 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 FOR EDUCATIONAL PURPOSES 1,250,000

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

TIERRA DEL SOL FOUNDATION

9919 SUNLAND BLVD
SUNLAND,CA91040 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000

TOUCHED BY AN ANGEL

5595 HUNTINGTON DR
LOS ANGELES,CA90032 		  501(C)(3) PAYMENT FOR SLP SERVICES 10,000

TRINE UNIVERSITY

1 UNIVERSITY AVE
AGNOLA,IN46703 		  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

UNITED NEGRO COLLEGE FUND

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

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		  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 FINDLAY

1000 N MAIN ST
FINDLAY,OH45840 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 3,000

UNIVERSITY OF LA VERNE

1950 3RD ST
LA VERNE,CA91750 		  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 1,000,000

UNIVERSITY OF PUGET SOUND

1500 N WARNER ST
TACOMA,WA98416 		  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 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 10,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3551 TROUSDALE PKWY
LOS ANGELES,CA90007 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 1,550,000

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

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

UNIVERSITY OF TAMPA

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

VENICE FAMILY CLINIC

905 VENICE BLVD
VENICE,CA90291 		  501(C)(3) PAYMENT FOR FAMILY SERVICES 25,000

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 3,000

WESTSIDE FOOD BANK

1710 22ND ST
SANTA MONICA,CA90404 		  501(C)(3) PAYMENT FOR FOOD INSTABILITY 30,000

WITTENBERG UNIVERSITY

200 W WARD ST
SPRINGFIELD,OH45504 		  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

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
Total .................................right arrow 3a 14,645,000
bApproved for future payment

HOMEBOY INDUSTRIES
130 BRUNO ST
LOS ANGELES,CA90012 		  501(C)(3) PAYMENT IN SUPPORT OF THE FORMERLY INCARCERATED 5,000

LOYOLA MARYMOUNT UNIVERSITY
1 LMU DR
LOS ANGELES,CA90045 		  501(C)(3) PAYMENT FOR EDUCATIONAL PURPOSES 25,000,000
Total ................................. right arrow 3b 25,005,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 400,177  
4 Dividends and interest from securities ....     14 8,229,921  
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 2,931 14 351  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 26,084,237  
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) .. 2,931 34,714,686 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
34,717,617
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 297,769 215,190   57,233

TY 2024 AllOthProgRltdInvestmentsSch
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount
NONE 0

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

TY 2024 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 2024 GeneralExplanationAttachment
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-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 VI-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 APARTNER EMERITUS, PERFORMED LEGAL ADVISORY SERVICES AT FAIR MARKETVALUE WHICH QUALIFY UNDER THE EXCEPTIONS DESCRIBED IN REG. SEC.53.4941(D)3(C). THE LEGAL ADVISORY FEES FOR 2024 WERE $260,084.
  990-PF THE FEDERAL EMERGENCY MANAGEMENT AGENCY (FEMA) ISSUED DISASTER DECLARATION FEMA-4856-DR, DESIGNATING LOS ANGELES COUNTY, CALIFORNIA, AS A MAJOR DISASTER AREA DUE TO WILDFIRES AND STRAIGHT- LINE WINDS BEGINNING ON JANUARY 7, 2025. PURSUANT TO TREASURY REGULATION SEC. 301.7508A-1, THE INTERNAL REVENUE SERVICE (IRS) MAY POSTPONE CERTAIN DEADLINES FOR TAXPAYERS AFFECTED BY A FEDERALLY DECLARED DISASTER. ON JANUARY 10, 2025, THE IRS ANNOUNCED TAX RELIEF FOR INDIVIDUALS AND BUSINESSES IMPACTED BY THE CALIFORNIA WILDFIRES, EXTENDING VARIOUS TAX DEADLINES FALLING BETWEEN JANUARY 7, 2025 AND OCTOBER 15, 2025. AS THE TAXPAYER IS LOCATED IN THE DISASTER AREA, THE TAXPAYER HAS ELECTED TO POSTPONE APPLICABLE FILINGS AND PAYMENTS UNTIL OCTOBER 15, 2025.
  990-T THE FEDERAL EMERGENCY MANAGEMENT AGENCY (FEMA) ISSUED DISASTER DECLARATION FEMA-4856-DR, DESIGNATING LOS ANGELES COUNTY, CALIFORNIA, AS A MAJOR DISASTER AREA DUE TO WILDFIRES AND STRAIGHT- LINE WINDS BEGINNING ON JANUARY 7, 2025. PURSUANT TO TREASURY REGULATION SEC. 301.7508A-1, THE INTERNAL REVENUE SERVICE (IRS) MAY POSTPONE CERTAIN DEADLINES FOR TAXPAYERS AFFECTED BY A FEDERALLY DECLARED DISASTER. ON JANUARY 10, 2025, THE IRS ANNOUNCED TAX RELIEF FOR INDIVIDUALS AND BUSINESSES IMPACTED BY THE CALIFORNIA WILDFIRES, EXTENDING VARIOUS TAX DEADLINES FALLING BETWEEN JANUARY 7, 2025 AND OCTOBER 15, 2025. AS THE TAXPAYER IS LOCATED IN THE DISASTER AREA, THE TAXPAYER HAS ELECTED TO POSTPONE APPLICABLE FILINGS AND PAYMENTS UNTIL OCTOBER 15, 2025.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Name of Bond End of Year Book Value End of Year Fair Market Value
CLIFFWATER ENHANCED 10,300,802 10,300,802
MFO DODGE & COX INC FD 15,121,082 15,121,082
BEL AIR INVESTMENTS 18,755,489 18,755,489
MFO CLIFFWATER CORPORATE LENDING FD 23,395,998 23,395,998

TY 2024 InvestmentsCorpStockSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Name of Stock End of Year Book Value End of Year Fair Market Value
HURON CONSULTING GROUP INC COM STK 5,840 5,840
MFO VANGUARD INDEX TR MID CAPITALIZATION STK PORT INSTL CL 12,090,867 12,090,867
MFO VANGUARD INDEX TR SMALL CAPITALIZATION STK PORT INSTL SHS 12,267,772 12,267,772
PINESTONE US EQ 22,443,611 22,443,611
MFO DODGE & COX STOCK FD OPEN END FD 22,886,163 22,886,163
VANGUARD LCG 24,798,951 24,798,951
MFO VANGUARD INSTL INDEX FD SH BEN INT 84,856,128 84,856,128

TY 2024 InvestmentsOtherSchedule2
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENT FMV 45,699 45,699
ROC MULTIFAMILY & COMMERCIAL OFFICE INTERNATIONAL A FUND III LP FMV 63,868 63,868
NEXUS SPECIAL SITUATIONS IV (CAYMAN), LP FMV 274,100 274,100
SOUTHWEST VALUE PARTNERS FUND 24 LP FMV 344,502 344,502
SOUTHWEST VALUE PARTNERS FUND XXIII-B LP FMV 360,293 360,293
FAIRFIELD U.S. MULTIFAMILY VALUE ADD FUND IV LP FMV 492,134 492,134
JCR INCOME PLUS FUND IV(Q) LP FMV 687,705 687,705
APOLLO NATURAL RESOURCE PARTNERS II LP FMV 1,074,710 1,074,710
ENERGY CAPITAL PARTNERS III-B, LP FMV 1,230,966 1,230,966
BRIDGE MULTIFAMILY FUND V INTERNATIONAL-A LP FMV 1,385,142 1,385,142
GRAHAM PARTNERS VI, LP FMV 1,443,333 1,443,333
OFFSHORE MEZZANINE PARTNERS III, LP FMV 1,709,142 1,709,142
HARBERT UNITED STATE REAL ESTATE FUND VIII LP FMV 1,797,596 1,797,596
SOUTHWEST VALUE PARTNERS FUND XXI LP FMV 1,918,781 1,918,781
CRESTVIEW PARTNERS III FMV 1,965,111 1,965,111
HARBERT UNITED STATE REAL ESTATE FUND VII LP FMV 2,463,210 2,463,210
SOUTHWEST VALUE PARTNERS FUND XXIII LP FMV 2,688,689 2,688,689
CRESTLINE OPPORTUNITY FUND V OFFSHORE LP FMV 2,764,910 2,764,910
TCG 3.0-B, LP FMV 3,286,486 3,286,486
BRIDGE MULTIFAMILY FUND IV INTERNATIONAL-A LP FMV 3,804,600 3,804,600
WELLSPRING CAPITAL PARTNERS VI LP FMV 4,311,985 4,311,985
SOUTHWEST VALUE PARTNERS FUND XVIII LP FMV 4,954,308 4,954,308
MFO WASATCH FDS TR EMERGING MARKETS SELECT FD INSTL CL FMV 7,200,582 7,200,582
MFO ARTISAN FDS INC INTL VALUE FD INSTL SHS FMV 19,907,224 19,907,224
MFO INVESTMENT MANAGERS SER TR WCM FOCUSED INTL GROWTH FD INSTL CL FMV 19,971,003 19,971,003

TY 2024 LandEtcSchedule2
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE EQUIPMENT 33,992 33,992 0  
FURNITURE AND FIXTURES 54,991 54,991 0  
LEASEHOLD IMPROVEMENTS 207,952 207,952 0  
LEASEHOLD IMPROVEMENTS 2,022 2,022 0  
COPIER/PRINTER 4,641 4,641 0  
COMPUTER SOFTWARE 974 974 0  
COMPUTER SOFTWARE 16,540 16,540 0  
PRINTERS 1,656 1,656 0  
OFFICE FURNITURE 3,632 3,632 0  


TY 2024 LegalFeesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRELL & MANELLA LLP 260,084 173,389   86,686


TY 2024 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 55,445 30,510 30,510
RIGHT OF USE ASSET 986,607 851,277 851,277


TY 2024 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 3,975 1,988   1,987
INSURANCE 84,062 42,031   42,031
STATIONARY & SUPPLIES 1,176 588   588
OFFICE EXPENSES 29,960 14,980   14,980
TRUSTEE EXPENSE 12,816 6,408   6,408
K-1 OTHER EXPENSES/DEDUCTIONS 0 254,137   0
BOND AMORTIZATION EXPENSE 61,452 61,452   0


TY 2024 OtherIncomeSchedule2
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM NORTHERN TRUST   22,208  
OTHER INCOME 351 0 351


TY 2024 OtherIncreasesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Description Amount
OTHER DECREASES - UNREALIZED GAIN - SECURITIES 7,541,263


TY 2024 OtherLiabilitiesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 659,000 743,000
PAYABLE TO BROKER, NET 22,300 143,360
LEASE LIABILITY 1,099,532 964,549


TY 2024 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 126,201 126,201   0
INVESTMENT ADVISORY FEES 418,211 418,211   0
INVESTMENT MANAGEMENT FEES 798,809 22   0
MANAGER FEES 8,421 8,421   0
SCHOLARSHIP EVALUATION COMMITTEE 8,000 0   8,000
K-1 DEDUCTIONS - CRESTVIEW PARTNERS III, LP 0 32,700   0
K-1 DEDUCTIONS - ENERGY CAPITAL PARTNERS III-B 0 14,973   0
K-1 DEDUCTIONS - SOUTHWEST VALUE PARTNERS FUND XVIII 0 0   0
K-1 DEDUCTIONS - SOUTHWEST VALUE PARTNERS FUND XXI 0 0   0
K-1 DEDUCTIONS - HARBERT UNITED STATES REAL ESTATE FUND VII LP 0 0   0
K-1 DEDUCTIONS - SOUTHWEST VALUE PARTNERS FUND XXIII-B 0 0   0
K-1 DEDUCTIONS - SOUTHWEST VALUE PARTNERS FUND XXIII-B 0 0   0
K-1 DEDUCTIONS - SOUTHWEST VALUE PARTNERS FUND 24 LP 0 0   0
K-1 DEDUCTIONS - ECP CALPINE HOLDINGS, LP 0 37   0
K-1 DEDUCTIONS - FAIRFIELD MULTIFAMILY VALUE ADD FUND IV 0 17,980   0
K-1 DEDUCTIONS - GRAHAM PARTNERS VI, LP 0 69,066   0
K-1 DEDUCTIONS - OFFSHORE MEZZANINE PARTNERS III 0 16,591   0
K-1 DEDUCTIONS - JCR COME RE FINANCE FUND IIIB(Q) 0 10,164   0
K-1 DEDUCTIONS - JCR INCOME PLUS FUND IV(Q) 0 469   0
K-1 DEDUCTIONS - TCG 3.0-B LP 0 101,720   0
K-1 DEDUCTIONS - APOLLO NATURAL RESOURCES FUND II 0 18,163   0
K-1 DEDUCTIONS - ANRP II 892/TE (AIV L-RTE B) LP 0 25   0
K-1 DEDUCTIONS - CRESTILINE OPPORTUNITY FUND V OFFSHORE 0 20,590   0
K-1 DEDUCTIONS - WILTON PRIVATE EQUITY FUND 0 3,013   0
CONSULTING FEES 110,000 0   110,000


TY 2024 TaxesSchedule
Name:
THOMAS & DOROTHY LEAVEY FOUNDATION
EIN:
95-6060162
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 0 34,931   0
FEDERAL EXCISE TAXES 402,000 0   0
PAYROLL TAXES 13,659 1,366   12,293
PROPERTY TAXES 288 144   144
FEES AND DUES 4,060 0   4,060
OTHER TAXES 40,005 0   0
DEFERRED TAX PROVISION 84,000 0   0