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
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$113,748,925J 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... 1,811,716 1,547,154  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,857,656
b Gross sales price for all assets on line 6a 19,618,169
7 Capital gain net income (from Part IV, line 2)... 1,639,175
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
63,000 188,843  
12 Total. Add lines 1 through 11........ 3,732,372 3,375,172  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 560,000 118,333   441,667
15 Pension plans, employee benefits....... 102,548 4,513   98,035
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,959 0 0 4,959
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
67,014 33,507 0 33,507
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,057,948 832,948   225,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
32,985 22,399   32,985
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 14,280     14,280
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
162,012     162,012
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,001,746 1,011,700 0 1,012,445
25 Contributions, gifts, grants paid....... 13,681,470 13,681,470
26 Total expenses and disbursements. Add lines 24 and 25 15,683,216 1,011,700 0 14,693,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -11,950,844
b Net investment income (if negative, enter -0-) 2,363,472
c Adjusted net income (if negative, enter -0-)... 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............. 776,236 287,560 287,560
2 Savings and temporary cash investments......... 1,765,538 2,419,148 2,419,148
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)....... 45,230,703 Click to see attachment
List of Attached Documents:
// Content
45,990,531 		45,990,531
c Investments—corporate bonds (attach schedule)....... 15,714,060 Click to see attachment
List of Attached Documents:
// Content
10,929,791 		10,929,791
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).......... 61,283,361 Click to see attachment
List of Attached Documents:
// Content
54,051,895 		54,051,895
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) 124,839,898 113,748,925 113,748,925
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........... 124,839,898 113,748,925
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)..... 124,839,898 113,748,925
30 Total liabilities and net assets/fund balances (see instructions). 124,839,898 113,748,925
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
124,839,898
2
Enter amount from Part I, line 27a .....................
2
-11,950,844
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
859,871
4
Add lines 1, 2, and 3 ..........................
4
113,748,925
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
113,748,925
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c CENTERVIEW CAPITAL P    
d CAPITAL GAIN DIVIDENDS P    
e 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 5,885,100   5,825,625 59,475
b 13,060,392   11,654,773 1,405,619
c 0   498,596 -498,596
d       22,845
e       22,845
      22,845
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       59,475
b       1,405,619
c       -498,596
d        
e        
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,639,175
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 32,852
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 32,852
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 32,852
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 53,345
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 53,345
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 20,493
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow20,493 Refundedright arrow 11  
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? 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 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 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 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)
 
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 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
 
No
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
 
 
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)
 
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
EMMET WASSERMAN VICE PRESIDENT
0.0 		0 0 0
10900 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024
STELLA WASSERMAN VICE PRESIDENT
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 		355,000 13,540 0
10900 WILSHIRE BLVD STE 1200
LOS ANGELES,CA90024
CHLOE SWENSON COORDINATOR
40.0 		72,500 7,517 0
10900 WILSHIRE BLVD STE 1200
LOS ANGELES,CA90024
TRACY LONG ACCOUNTANT
40.0 		132,500 11,485 0
10900 WILSHIRE BLVD STE 1200
LOS ANGELES,CA90024
Total number of other employees paid over $50,000...................right arrow  
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
WILLARD STREET PARTNERS ACCOUNTING/ADVISORY 390,000
10900 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024
JP MORGAN INVEST. MANAGEMENT 106,214
2029 CENTURY PARK EAST 3900
LOS ANGELES,CA90067
BDT CAPITAL INVEST. MANAGEMENT 494,786
401 N MICHIGAN AVENUE SUITE 3100
CHICAGO,IL60611
NEW YORK CARES PROJECT MANAGEMENT 95,000
39 BROADWAY 27TH FLOOR
NEW YORK,NY10006
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 (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
68,370,957
b
Average of monthly cash balances.......................
1b
1,324,656
c
Fair market value of all other assets (see instructions)................
1c
49,376,982
d
Total (add lines 1a, b, and c).........................
1d
119,072,595
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
119,072,595
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,786,089
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
117,286,506
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,864,325
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
5,864,325
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
32,852
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,852
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,831,473
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,831,473
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
5,831,473
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
14,693,915
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
14,693,915
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 5,831,473
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 7,544,223
b From 2020...... 4,674,379
c From 2021...... 5,112,108
d From 2022...... 6,356,825
e From 2023...... 8,362,091
f Total of lines 3a through e ........ 32,049,626
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 14,693,915
a Applied to 2023, 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 2024 distributable amount..... 5,831,473
e Remaining amount distributed out of corpus 8,862,442
5 Excess distributions carryover applied to 2024.    
(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 40,912,068
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 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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		7,544,223
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		33,367,845
10 Analysis of line 9:
a Excess from 2020.... 4,674,379
b Excess from 2021.... 5,112,108
c Excess from 2022.... 6,356,825
d Excess from 2023.... 8,362,091
e Excess from 2024.... 8,862,442
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).)
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 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 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 (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

42 Analytics Educational Inc

310 Grove Street
Wellesley,MA02482 		N/A PC 2024 MIT Summit 60,000

A Place Called Home

2830 S Central Ave
Los Angeles,CA90011 		N/A PC 2024 Girl Power Awards 25,000

Academy Museum Foundation

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

ACLU Foundation of Southern California

1313 W 8th St 200
Los Angeles,CA90017 		N/A PC 2024 Bill of Rights Awards 15,000

Advocates for Children of New York

151 West 30th Street 5th Floor
New York,NY10001 		N/A PC GENERAL OPERATING SUPPORT 25,000

Adys Army

5326 Harvest Ridge Lane
Birmingham,AL35242 		N/A PC 2024 Art Auction 25,000

Alex Highsmith Family Foundation

681 Grey Squirrel Dr
Wilmington,NC28409 		N/A PC 2024 Charitable Initiatives 2,500

Alliance for Childrens Rights

4525 Wilshire Blvd Suite 150
Los Angeles,CA90010 		N/A PC 2024 Champions for Children Event 10,000

American Friends of the Hebrew University Inc

199 Water Street 11th Floor
New York,NY10038 		N/A PC Bel Air Affaire 25,000

American Junior Golf Association

1980 Sports Club Drive
Braselton,GA30517 		N/A PC 2024 Nelly Invitational 6,000

Angel City Alliance

6060 Center Drive 10th Floor 17
Los Angeles,CA90045 		N/A PC 2024 Angel City Games 10,000

Angel City Alliance

6060 Center Drive 10th Floor 17
Los Angeles,CA90045 		N/A PC 2024 Annual Gala 5,000

Arms of Hope

21300 State Hwy 16 North
Medina,TX78055 		N/A PC GENERAL OPERATING SUPPORT 10,000

Arnold and Winnie Palmer Foundation Inc

9000 Bay Hill Blvd
Orlando,FL32819 		N/A PC Arnold Palmer Legacy Experience 5,000

Art Production Fund Inc

954 Lexington Avenue 2076
New York,NY10021 		N/A PC 2024 Gala 2,080

AVDA

1001 Texas Ave Suite 600
Houston,TX77002 		N/A PC 2nd Annual New Beginnings Luncheon 2,500

Backline Care Inc

PO Box 13511
Portland,OR97213 		N/A PC General Operating Support 10,000

Begin Again Foundation

2059 George Mason Dr
Virginia Beach,VA23456 		N/A PC 2024 Gala and Golf Tournament 14,000

Best Buddies International Inc

11500 W Olympic Blvd Suite 430
Los Angeles,CA90064 		N/A PC Brillstein Donation Match 3,155

Bill Hillary & Chelsea Clinton Foundation

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

Birthright Israel Foundation

PO Box 21615
New York,NY10087 		N/A PC GENERAL OPERATING SUPPORT 10,000

Black Music Action Coalition Inc

55 Music Square W 2nd Fl
Nashville,TN37203 		N/A PC 2024 Annual Gala 50,000

Black Music Action Coalition Inc

55 Music Square W 2nd Fl
Nashville,TN37203 		N/A PC Music Maker Guaranteed Income and Mentorship Progr 25,000

Boys and Girls Club of Metro Los Angeles

800 S Figueroa Street
Los Angeles,CA90017 		N/A PC 2024 Dream Builders Gala 5,000

Breast Cancer Research Foundation

28 West 44th Street Suite 609
New York,NY10036 		N/A PC Women's Cancer Research Fund 10,000

Brentwood School

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

Cedars-Sinai Health System

8700 Beverly Blvd
Los Angeles,CA90048 		N/A PC Sunset Soiree 25,000

Center for Early Education

563 N Alfred St
West Hollywood,CA90048 		N/A PC Night Night, Midnight Soiree 3,500

Champions of the Community Inc

6085 Memorial Drive
Dublin,OH43017 		N/A PC Nationwide Children?s Championship 90,000

Charley Hoffman Foundation

3914 Murphy Canyon Rd 170A
San Diego,CA92123 		N/A PC 2025 January Pro-Am 16,000

Charlottesville Area Community Foundation

PO Box 1767 410 E Water Street
Charlottesville,VA22902 		N/A PC Soulshine Benefit Concert 25,000

Chicago Youth Programs Inc

5350 S Prairie Ave
Chicago,IL60615 		N/A PC 2024 Wasserman Serve Day 1,405

Choose Chicago Foundation

301 E Cermak Rd
Chicago,IL60616 		N/A PC Hospitality & Tourism Initiatives 1,000,000

City of Hope

1500 East Duarte Road
Duarte,CA91010 		N/A PC 2024 Spirit of Life Gala 250,000

City of Hope

1500 East Duarte Road
Duarte,CA91010 		N/A PC 2024 Music Trivia Bowl 10,000

City of Hope

1500 East Duarte Road
Duarte,CA91010 		N/A PC Ride with Josh 2024 - Team Shivers 5,000

College Now Greater Cleveland Inc

1500 West Third Street Suite 125
Cleveland,OH44113 		N/A PC Wasserman Scholarship Fund supporting 2 Cleveland 100,000

Community Coalition for Substance Abuse & Treatmen

8101 S Vermont Avenue
Los Angeles,CA90044 		N/A PC People, Progress, Power Awards 10,000

Crohn's and Colitis Foundation

120 Broadway Suite 1050A
New York,NY10271 		N/A PC NYC Take Steps 2,500

Delta Gamma Foundation

639 W 28th Street
Los Angeles,CA90007 		N/A PC 2024 Anchor Bowl - Apple Diamond 1,000

Dont Ever Give Up Inc

1290 North Palm Avenue Suite 107
Sarasota,FL34236 		N/A PC 2024 Dick Vitale Gala 12,500

Downtown Works

626 Wilshire Boulevard Suite 850
Los Angeles,CA90017 		N/A PC General Operating Support 5,000

Education Reform Now Inc

276 5th Avenue Suite 704 915
New York,NY10001 		N/A PC 2024 Kenny Smith Charity Poker Tournament 30,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90121 		N/A PC pgLang Community Project 200,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90121 		N/A PC Alex Morgan Foundation December soccer camp 61,500

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90121 		N/A PC Wasatch 50,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90121 		N/A PC Holland Bloorview Kids Rehabilitation Hospital Fou 22,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90121 		N/A PC 2024 Celebration of Confidence 10,000

Edward Charles Foundation

269 S Beverly Dr 338
Beverly Hills,CA90121 		N/A PC Proyecto Cantera 5,500

Emerald Necklace Conservancy Inc

350 Jamaicaway
Boston,MA02130 		N/A PC Wasserman Serve Day 2024 2,000

Epidermolysis Bullosa Medical Research Foundation

2757 Anchor Ave
Los Angeles,CA90064 		N/A PC 2024 Rock for EB 50,000

Experience Camps

136 Main St Suite 206
Westport,CT06880 		N/A PC Lee Anderson fundraising 5,000

Faiyaz Freedom to Breathe Foundation

108 Sweet Leaf Lane
Mooresville,NC28117 		N/A PC Event 10,000

Family Reach Foundation

142 Berkeley Street 3rd Floor
Boston,MA02116 		N/A PC 2024 Cooking Live Boston 12,500

Feeding San Diego

9477 Waples St 100
San Diego,CA92121 		N/A PC Wasserman Serve Day 2024 4,000

Feminist Majority Foundation

433 S Beverly Dr
Beverly Hills,CA90212 		N/A PC 16th Annual Global Women's Rights Awards 100,000

Feminist Majority Foundation

433 S Beverly Dr
Beverly Hills,CA90212 		N/A PC General Operating Support 100,000

Fownes Foundation

PO Box 162
Oakmont,PA15139 		N/A PC Event Sponsorship - 3 years 75,000

Friends of the Los Angeles Free Clinic

8405 Beverly Blvd
Los Angeles,CA90048 		N/A PC Saban Community Clinic 48th Annual Dinner Gala 5,000

Fundacion Jose La Makina Berrios Inc

PO Box 801469
Coto Laurel,PR00780 		N/A PC General Operating Support 50,000

Garden of Dreams Foundation

2 Penn Plaza 15th Floor
New York,NY10121 		N/A PC Garden of Laughs event 12,000

Georgetown Basketball Club Inc

2421 Members Way
Lexington,KY40504 		N/A PC Youth Football Camp 6/28/2024 3,000

Getty House Foundation

605 S Irving Blvd
Los Angeles,CA90005 		N/A PC General Operating Support 25,000

GLSEN Inc

244 Madison Ave 108
New York,NY10016 		N/A PC 2024 Respect Awards 5,000

God's Love We Deliver Inc

166 Avenue of the Americas
New York,NY10013 		N/A PC Young Hearts Friends Fest: Valentine?s Party 10,000

Golden Isles Leadership Foundation Inc

1508 Bay St
Brunswick,GA31520 		N/A PC 2024 Pappy Cup 10,000

Grammy Museum Foundation Inc

800 W Olympic Blvd
Los Angeles,CA90015 		N/A PC American Music Mentorship Program Event 25,000

Hampton Classic Horse Show Inc

PO Box 3013
Bridgehampton,NY11932 		N/A PC Donation 21,500

Hanson House Foundation Inc

380 E Paseo El Mirador
Palm Springs,CA92260 		N/A PC General Operating Support 25,000

Harlem Junior Tennis and Education Program Inc

40 West 143rd St
New York,NY10037 		N/A PC 2024 Gala 5,000

Harlem School of the Arts

645 St Nicholas Ave
New York,NY10030 		N/A PC The Jacqueline and Clarence Avant Scholarship Fund 100,000

Heart of Los Angeles Youth Inc

2701 Wilshire Blvd Suite 100
Los Angeles,CA90057 		N/A PC 2024 Celebration of the Heart Event 25,000

Hollyrod Foundation

2934 Beverly Glen Circle 509
Los Angeles,CA90077 		N/A PC Design Care 26th Anniversary Event 20,000

Holt Brothers Foundation Inc

421 Fayetteville Street Suite 1300
Raleigh,NC27601 		N/A PC 2024 Flag Football and Cornhole Tournament 5,000

Holt Brothers Foundation Inc

421 Fayetteville Street Suite 1300
Raleigh,NC27601 		N/A PC 2024 Fundraiser 1,500

House of Blues Music Forward Foundation

9348 Civic Center Drive
Beverly Hills,CA90210 		N/A PC 2024 Femme It Forward Show Give Her Flowers Awards 25,000

Humane Society of Austin and Travis County

124 W Anderson Ln
Austin,TX78752 		N/A PC Wasserman Serve Day 2024 500

Ian Walsh Menehune Mayhem Foundation

PO Box 81624
Haiku,HI96708 		N/A PC 2024 May Surf Contest 2,500

International Community Foundation

2505 N Avenue
National City,CA91950 		N/A PC This Is About Humanity 6th Annual Soiree 5,000

Israel Emergency Alliance

PO BOX 34122
Los Angeles,CA90034 		N/A PC Ambassadors for Peace Event on Sept. 24, 2024 25,000

James Madison University Foundation Inc

261 Bluestone Drive Room Suite 35
Harrisonburg,VA22807 		N/A PC 21st Annual Le Gourmet 3,000

JDRF International

PO Box 5044
Hagerstown,MD21741 		N/A PC GNYC Chapter - 39th Golf Classic 10,000

Jewish Community Center on the Palisades

411 E Clinton Ave
Tenafly,NJ07670 		N/A PC 2024 Sport Night of Champions 5,000

Jewish Family Service of Los Angeles

330 N Fairfax Avenue
Los Angeles,CA90036 		N/A PC 31st Annual Gala 25,000

John Ritter Foundation for Aortic Health

11901 Santa Monica Blvd 410
Los Angeles,CA90025 		N/A PC May 9, 2024, Event 2,500

Jonsson Cancer Center Foundation - UCLA

10833 Le Conte Ave
Los Angeles,CA90024 		N/A PC In Memory of Aerin Glaser 2,500

Jorge M Perez Art Museum of Miami Dade County Inc

1103 Biscayne Blvd
Miami,FL33132 		N/A PC PAMM Fund for Black Art 50,000

Joy in Childhood Foundation Inc

130 Royall Street
Canton,MA02021 		N/A PC 2024 Manhattan Gala 20,000

Joy in Childhood Foundation Inc

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

Jsizzles Foundation

1011 E Jefferson St
Orlando,FL32801 		N/A PC General Operating Funds 10,000

Juglife Foundation Inc

8717 Aviation Blvd
Inglewood,CA90301 		N/A PC 2024 Charity Softball Game 20,000

LA Family Housing Corporation

7843 Lankershim Blvd
N Hollywood,CA91605 		N/A PC 2024 LAFH Awards 10,000

LA-Aretz

2 Blue Slip
Brooklyn,NY11222 		N/A PC Nova Festival Exhibition USA 250,000

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 Momentum Campaign 500,000

LACMA

5905 Wilshire Blvd
Los Angeles,CA90036 		N/A PC General Operating Contribution 2024 340,000

LACMA

5905 Wilshire Blvd
Los Angeles,CA90036 		N/A PC Art + Film Gala 2024 125,000

LACMA

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

Leadership Music

PO Box 120478
Nashville,TN37212 		N/A PC Class of 2025 15,000

Leukemia and Lymphoma Society Inc

PO Box 22470
New York,NY10087 		N/A PC NYC SVOY - Story Diamond 1,000

Los Angeles Alliance for a New Economy

464 Lucas Avenue Suite 202
Los Angeles,CA90017 		N/A PC May 10, 2024, Event 1,800

Los Angeles Brotherhood Crusade - Black United Fun

200 E Slauson Ave
Los Angeles,CA90011 		N/A PC 2024 African American Achievement Awards 5,000

Los Angeles Center for Law and Justice

5301 Whittier Blvd 4th Floor
Los Angeles,CA90022 		N/A PC 50 Years of Service Event 15,000

Los Angeles Galaxy Foundation

18400 Avalon Blvd Suite 200
Carson,CA90746 		N/A PC 2024 Galaxy Foundation Golf Tournament Program 4,500

Los Angeles Police Foundation

633 West 5th Street Suite 1210
Los Angeles,CA90071 		N/A PC Chief Moore Farewell 10,000

Los Angeles Rams Foundation

29899 Agoura Rd Ste 210
Agoura Hills,CA91301 		N/A PC Kickoff for Charity 2024 10,000

March of Dimes Inc

515 Madison Avenue 30th Floor
New York,NY10022 		N/A PC Annual Sports Luncheon 100,000

Marked As Winners Foundation

13504 Shady Knoll Dr
Eastvale,CA92880 		N/A PC Youth Football Camp 10,000

Maxx Crosby Foundation

2239 Chatsworth Ct
Henderson,NV89074 		N/A PC Maxx Crosby Gala 5,000

Me2U Outreach

4535 West 171st Street
Lawndale,CA90260 		N/A PC General Operating Funds 10,000

Meharry Medical College

1005 Dr DB Todd Jr Blvd
Nashville,TN37208 		N/A PC In Honor of Dr. Samuel W. Williams, Class of 1964 1,000

Mia Hamm Foundation

5315 Highgate Drive Suite 204
Durham,NC27713 		N/A PC Annual Golf Classic 5,000

Minneapolis Foundation

800 IDS Center 80 S Eighth St
Minneapolis,MN55402 		N/A PC The Larry Fitzgerald Foundation ID#11584 - Fitz's 10,000

Morgan Pressel Foundation Inc

PO Box 480157
Delray Beach,FL33448 		N/A PC 17th Annual Morgan and Friends Tournament 10,000

Motorsports Charities Inc

One Daytona Blvd
Daytona Beach,FL32114 		N/A PC Wasserman Serve Day 2024 5,000

MS4MS

PO Box 511
Arnold,MD21012 		N/A PC DunkMS 5,000

Musicians on Call Inc

618 Grassmere Park Ste 1
Nashville,TN37211 		N/A PC 25th Anniversary Event 20,000

Music's Promise Inc

45 Main St Suite 712
Brooklyn,NY11201 		N/A PC 2024 Unplugged and Uncorked 15,000

Music's Promise Inc

45 Main St Suite 712
Brooklyn,NY11201 		N/A PC 2024 Oak View Theatre Alliance Gala 10,000

National Kidney Foundation Inc

220 Montgomery Suite 1041
San Francisco,CA94104 		N/A PC Annual Donation 12,500

National Multiple Sclerosis Society

2610 Wycliff Road Suite 101
Raleigh,NC27607 		N/A PC 2024 Stream to End MS 2,500

National Pediatric Cancer Foundation Inc

5550 W Executive Drive Suite 200
Tampa,FL33609 		N/A PC 2024 Fashion Show 10,000

National Pediatric Cancer Foundation Inc

5550 W Executive Drive Suite 200
Tampa,FL33609 		N/A PC Cut and Color Event 10,000

National Sports Media Association Inc

PO Box 5394
WinstonSalem,NC27113 		N/A PC 64th Annual NSMA Awards Weekend and National Conve 800

Nationwide Children's Hospital Foundation

PO Box 16810
Columbus,OH43216 		N/A PC 2024 Legends Luncheon 9,500

NCGA Foundation

30 Ragsdale Drive Suite 201
Monterey,CA93940 		N/A PC 2024 Youth on Course Vantage Cup Pincus 15,000

NCGA Foundation

30 Ragsdale Drive Suite 201
Monterey,CA93940 		N/A PC Barry Hyde 100 Hole Hike 10,000

New York University

547 LaGuardia Pl
New York,NY10012 		N/A PC 2024 Tisch Gala 50,000

Ohio Phenom Academy

3040 Wicker St NE
Canton,OH44721 		N/A PC General Operating Funds 10,000

Ohio State University Foundation

14 East 15th Ave
Columbus,OH43201 		N/A PC Brighter Days Invitational 15,750

Oklahoma State University Foundation

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

Omega Institute for Holistic Studies Inc

150 Lake Drive
Rhinebeck,NY12572 		N/A PC BIPOC Scholarships 15,000

Open Door Sports Inc

9519 W Stanhope Rd
Kensington,MD20895 		N/A PC Madison J. Smith Memorial Golf Tournament 6,200

Operation Graduation

15000 Trojan Street
Detroit,MI48235 		N/A PC Jalen Rose Leadership Academy Celebrity Golf Class 5,000

Pablove Foundation Inc

7119 W Sunset Blvd 993
Los Angeles,CA90046 		N/A PC Jeff Castelaz and Pablove Across America 2024 2,500

Partnership for Los Angeles Schools

1055 Wilshire Blvd Suite 1850
Los Angeles,CA90017 		N/A PC Theodore Roosevelt High School - Serve Day 2024 15,000

Players Philanthropy Fund

1122 Kenilworth Dr Ste 307
Towson,MD21204 		N/A PC Be Authentic Foundation 1,000

Porters Call

228 2nd Ave S
Franklin,TN37064 		N/A PC 15th Annual Evening of Stories Event 5,000

Prizmah Center for Jewish Day Schools Inc

254 W 54th St 11th Fl
New York,NY10019 		N/A PC Multi-Year: Partnership for Jewish Schools, Lira W 25,000

Puppies and Golf Inc

841 E Fort Avenue 155
Baltimore,MD21230 		N/A PC GENERAL OPERATING SUPPORT 2,500

Rally Foundation Inc

5775 Glenridge Dr Bldg B Suite 3
Atlanta,GA30328 		N/A PC 2024 Benefit Bash 10,000

Renaissance Charitable Foundation Inc

8910 Purdue Rd Suite 555
Indianapolis,IN46268 		N/A PC I AM GIFTED Foundation 3,000

Renewing Life Center

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

San Antonio Food Bank Inc

1620 S Seguin Ave
New Braunfels,TX78130 		N/A PC New Braunfels Food Bank for General Operating Supp 10,000

Save the Music Foundation

1515 Broadway Floor 26
New York,NY10036 		N/A PC Hometown to Hometown Event 15,000

Scott and Kim Verplank Foundation

2401 Tee Circle 109
Norman,OK73069 		N/A PC Verplank Invitational 15,000

Shays Warriors

42-215 Washington Street Suite A38
Palm Desert,CA92211 		N/A PC General Operating Support 25,000

She Ready Foundation

3727 W Magnolia Blvd Ste 807
Burbank,CA91505 		N/A PC 2024 She Ready Prom 25,000

Shooting Touch Inc

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

Social Impact Fund

750 West 7th Street PO Box 811026
Los Angeles,CA90081 		N/A PC Scout Bassett Fund 10,000

Social Justice Learning Institute

600 Centinela Ave
Inglewood,CA90302 		N/A PC Wondalunch in LA Event 15,000

Southern California Jewish Sports Hall of Fame

PO Box 6697
Beverly Hills,CA90212 		N/A PC 22nd Induction Ceremony 2,000

Spokane Valley HUB

PO Box 604
Greenacres,WA99016 		N/A PC 2024 Nigel Williams-Goss Basketball Skills Camp 2,500

Step Up Womens Network

510 South Hewitt Street 111
Los Angeles,CA90013 		N/A PC Chicago Inspiration Awards 10,000

Stern Grove Festival Association

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

Summer Camp Opportunities Promote Education Inc

275 Madison Avenue Suite 2110
New York,NY10016 		N/A PC General Operating Support 25,000

SVG Sports Broadcasting Fund

19 West 21st St Suite 301
New York,NY10010 		N/A PC Sports Broadcasting Hall of Fame Event 7,500

The 43 Institute

1776 Park Ave 4-426
Park City,UT84060 		N/A PC First Annual Block Party and Fundraiser 4,300

The Alex Caruso Foundation

12657 Alcosta Blvd Suite 500
San Ramon,CA94583 		N/A PC The Alex Caruso Foundation Golf Tournament 10,000

The Elizabeth Taylor Aids Foundation

245 Fifth Ave
New York,NY10016 		N/A PC May 8, 2024 Event 25,000

The Joe Torre Safe at Home Foundation

55 West 39th Street Suite 600
New York,NY10018 		N/A PC 2024 Annual Gala 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 John Paul Stevens Fellowship Foundation

Three Embarcadero Center 7th Fl
San Francisco,CA94111 		N/A PC General Operating Support 45,000

The Metropolitan Museum of Art

1000 Fifth Avenue
New York,NY10028 		N/A PC 2024 Costume Institute Benefit 757,000

The Mission Continues

1141 S 7th St
St Louis,MO63104 		N/A PC LA Service Platoon 75,000

The New Festival Inc

26 3rd St STE 3L
Brooklyn,NY11231 		N/A PC Programming and Operations 5,000

The Play Equity Fund

2141 West Adams Blvd
Los Angeles,CA90018 		N/A PC LA84 40th Anniversary Event 25,000

The Race Foundation

3363 Chapel Hills Pkwy
Fultondale,AL35068 		N/A PC Leadership and Skills Camp 5,000

The SCGA Foundation

3740 Cahuenga Blvd
Studio City,CA91604 		N/A PC JM Eagle Youth Day 15,000

The Seattle Foundation

PO BOX 35146
Seattle,WA98124 		N/A PC Ben's Fund 10,000

The Shed

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

The Strive Collective Inc

1634 30th St NE Unit A
Canton,OH44714 		N/A PC Perinatal Education Center 10,000

The Tom Coughlin Jay Fund Foundation Inc

PO Box 50798
Jacksonville Beach,FL32240 		N/A PC 2024 Champions for Children Gala 25,000

The University of Texas Foundation

PO Box 7458
Austin,TX78713 		N/A PC UT Austin Athletics 200,000

The West Project

10986 Melody Rd
Big Oak Valley,CA95977 		N/A PC 2024 Women of Impact Event 20,000

TJ Martell Foundation

2817 West End Ave Ste 126 206
Nashville,TN37203 		N/A PC 2025 LA Wine Dinner 19,480

Travelers Aid of Metropolitan Atlanta

458 Ponce De Leon Ave NE Building
Atlanta,GA30308 		N/A PC September Back to School Event 5,000

Triangle Golf Foundation Inc

12201 Leesville Rd
Raleigh,NC27613 		N/A PC Night Fore Champions 7,000

UCLA Foundation

2224 Murphy Hall
Los Angeles,CA90024 		N/A PC UCLA CARES (childhood anxiety, reslience, educatio NECK SURGERY 2,000,000

UCLA Foundation

2224 Murphy Hall
Los Angeles,CA90024 		N/A PC Pauley Pavilion 1,500,000

UCLA Foundation

2224 Murphy Hall
Los Angeles,CA90024 		N/A PC Football/Basketball 1,500,000

UCLA Foundation

2224 Murphy Hall
Los Angeles,CA90024 		N/A PC UCLA Wasserman Term Chair of Innovation in Head & 200,000

United Charitable

44921 George Washington Blvd 230
Ashburn,VA20147 		N/A PC Sterling Legacy Fund 2025 Women's Power Brunch 20,000

United Jewish Appeal Federation of Jewish Philanth

130 East 59th Street Suite 962B
New York,NY10022 		N/A PC 2024 Sports for Youth Annual Luncheon 25,000

United Jewish Appeal Federation of Jewish Philanth

130 East 59th Street Suite 962B
New York,NY10022 		N/A PC 2024 Music Visionary of the Year 25,000

United States Equestrian Team Foundation Inc

1040 Pottersville Road
Gladstone,NJ07934 		N/A PC General Operating Support 60,000

United Way of San Antonio and Bexar County

700 S Alamo St
San Antonio,TX78205 		N/A PC General Operating Support 10,000

University of North Carolina Chapel Hill

PO Box 309
Chapel Hill,NC27514 		N/A PC 2024 UNC Sports and Entertainment Summit 7,500

USA Swimming Inc

1 Olympic Plz
Colorado Springs,CO80909 		N/A PC 2024 Golden Goggles 15,000

Utah Sports Commission Foundation

201 South Main STE 2125
Salt Lake City,UT84111 		N/A PC 2024 Utah Championship 20,000

Vet Voice Foundation Inc

PO Box 11559
Portland,OR97211 		N/A PC Vet Voter Turnout Work 10,000

W O Smith Nashville Community Music School

1125 8th Avenue S
Nashville,TN37203 		N/A PC 2024 Smitty Corporate Band Challenge 1,000

WeFam United Inc

PO Box 3423
Windermere,FL34786 		N/A PC Charity Golf Tournament 5,000

WISE Greater Raleigh

12405 Pawleys Mill Cir
Raleigh,NC27614 		N/A PC General Operating Support 5,000

Womens Guild Cedars Sinai Medical Center

8631 W 3rd St 240E
Los Angeles,CA90048 		N/A PC 2024 Enchanted Ball 10,000

Women's Sports Foundation

247 West 30th Street 5th Floor
New York,NY10001 		N/A PC 2024 Salute to Women 25,000

Worthy of Love

3722 Hughes Ave 6
Los Angeles,CA90034 		N/A PC General Operating Support 10,000
Total .................................right arrow 3a 13,681,470
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 1,811,716  
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 1,857,656  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRS REFUND 		    01 63,000  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,732,372  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,732,372
(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:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 67,014 33,507   33,507

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

TY 2024 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 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO TOTAL RETURN FD-INST 1,398,930 1,398,930
DODGE & COX INCOME FD 2,131,916 2,131,916
BLCKRCK HI YLD BND PORT-K 924,783 924,783
VANGUARD TOTAL BOND MARKET IND 4,430,647 4,430,647
SCHWAB U.S. TIPS ETF 0 0
ISHARES 7-10 YEAR TREASURY B 2,043,515 2,043,515

TY 2024 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 32,390,195 32,390,195
WHITEHALL STREET INTERNATIONAL 10,215 10,215
HPS MEZZANINE PRIVATE INVESTOR 2,467,950 2,467,950
HPS MEZZANINE PRIVATE INVESTOR 39,825 39,825
PEG CHINA PRIVATE INVESTOR 25,799 25,799
HPS CORE SENIOR LENDING OFFSHO 759,624 759,624
J.P. MORGAN - SEE STATEMENT 2,110,070 2,110,070
CRP VIII (CARLYLE) PRIVATE 1,306,299 1,306,299
HPS MEZZANINE PRIVATE INVESTOR 1,673,463 1,673,463
APOLLO EPF III PRIVATE INVEST 726,488 726,488
ASF VIII INFRASTRUCTURE PRIVAT 924,080 924,080
ORBIMED ROYALTIES III PRIVATE 868,983 868,983
COATUE GROWTH PRIVATE INVESTOR 1,657,645 1,657,645
EQT INFRASTRUCTURE V PRIVATE 1,029,895 1,029,895

TY 2024 InvestmentsOtherSchedule2
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GRE II PRIVATE INVESTORS, LLC FMV 3,166,543 3,166,543
TURNER HEALTHCARE FACILITIES FMV 1,345,349 1,345,349
BDT CAPITAL PARTNERS FUND 3 (T FMV 19,481,985 19,481,985
CENTERVIEW CAPITAL, L.P. FMV 0 0
BDT CAPITAL PARTNERS FUND I-A, FMV 7,837,963 7,837,963
FUND II-A SPIRITS, LP FMV 0 0
ISHARES GOLD TRUST FMV 799,388 799,388
BDT CAPITAL PARTNERS FUND II FMV 12,034,661 12,034,661
ART AGENCY PARTNERS ASSOCIATES FMV 82,059 82,059
THE KITCHEN CAFE, LLC FMV 67,186 67,186
PIMCO COMMODITYPL STRAT-INS FMV 778,982 778,982
REDBIRD CAPITAL PARTNERS FMV 6,644,012 6,644,012
COHEN & STEERS RL EST-F FMV 0 0
PROVIDENCE EQUITY PARTNERS FMV 1,813,767 1,813,767

TY 2024 LegalFeesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,959     4,959


TY 2024 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 2024 OtherExpensesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 27,029     27,029
DUES AND SUBSCRIPTIONS 774     774
SERVICE DAY EXPENSES 134,209     134,209


TY 2024 OtherIncomeSchedule2
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP GAIN   188,843  
IRS REFUND 63,000    


TY 2024 OtherIncreasesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Description Amount
UNREALIZED GAIN ON INVESTMENT 859,871


TY 2024 OtherProfessionalFeesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 612,948 612,948    
ADVISORY FEES 440,000 220,000   220,000
CONSULTING FEES 5,000     5,000


TY 2024 TaxesSchedule
Name:
WASSERMAN FOUNDATION
EIN:
95-6038762
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES   22,399    
PAYROLL TAXES 32,585     32,585
FILING FEES 400     400