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 08-01-2024 , and ending 07-31-2025
Name of foundation
ALFRED E MANN CHARITIES INC
 
% ANOOSHEH BOSTANI
Number and street (or P.O. box number if mail is not delivered to street address)11444 W OLYMPIC BLVD 11TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90064
A Employer identification number

46-3543296
B Telephone number (see instructions)

(310) 566-1900
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$332,272,266J 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... 9,047,746 9,047,746  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,989,244
b Gross sales price for all assets on line 6a 4,244,475
7 Capital gain net income (from Part IV, line 2)... 3,989,244
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
9,215,937 160,603  
12 Total. Add lines 1 through 11........ 22,252,927 13,197,593  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,069,510 534,755   534,755
14 Other employee salaries and wages...... 40,666 20,333   20,333
15 Pension plans, employee benefits....... 79,462 39,731   39,731
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,496 1,248 0 1,248
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
58,613 29,307 0 29,306
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
27,155 13,577   13,578
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,427 38,004    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,275,920 906,959   86,193
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,600,249 1,583,914 0 725,144
25 Contributions, gifts, grants paid....... 32,761,817 19,511,817
26 Total expenses and disbursements. Add lines 24 and 25 35,362,066 1,583,914 0 20,236,961
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,109,139
b Net investment income (if negative, enter -0-) 11,613,679
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............. 20,826,623 2,428,860 2,428,860
2 Savings and temporary cash investments.........      
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).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 310,857,962 Click to see attachment
List of Attached Documents:
// Content
328,883,486 		328,883,486
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
151,146 		Click to see attachment
List of Attached Documents:
// Content
959,920 		Click to see attachment
List of Attached Documents:
// Content
959,920
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 331,835,731 332,272,266 332,272,266
Liabilities 17 Accounts payable and accrued expenses.......... 53,711 66,617
18 Grants payable................. 33,977,216 31,266,749
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)......... 34,030,927 31,333,366
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...........    
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 297,804,804 300,938,900
29 Total net assets or fund balances (see instructions)..... 297,804,804 300,938,900
30 Total liabilities and net assets/fund balances (see instructions). 331,835,731 332,272,266
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
297,804,804
2
Enter amount from Part I, line 27a .....................
2
-13,109,139
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,243,235
4
Add lines 1, 2, and 3 ..........................
4
300,938,900
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
300,938,900
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 MORGAN STANLEY - ST DETAILS AVAILABLE UPON REQUEST P    
b MERRILL LYNCH - LT DETAILS AVAILABLE UPON REQUEST P    
c MORGAN STANLEY - ST DETAILS AVAILABLE UPON REQUEST P    
d MERRILL LYNCH - ST DETAILS AVAILABLE UPON REQUEST P    
e ICONIQ - ST DETAILS AVAILABLE UPON REQUEST P    
ICONIQ - LT DETAILS AVAILABLE UPON REQUEST P    
JPMORGAN LT - DETAILS AVAILABLE UPON REQUEST P    
JPMORGAN ST - DETAILS AVAILABLE UPON REQUEST P    
MORGAN STANLEY - LT DETAILS AVAILABLE UPON REQUEST 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 0   142,799 -142,799
b 3,763,470   0 3,763,470
c 250,442   0 250,442
d 182,369   0 182,369
e 0   41,632 -41,632
0   37,699 -37,699
47,143   0 47,143
0   32,958 -32,958
908   0 908
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       -142,799
b       3,763,470
c       250,442
d       182,369
e       -41,632
      -37,699
      47,143
      -32,958
      908
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,989,244
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) 1 161,430
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........................... 3 161,430
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- ..... 5 161,430
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 247,664
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.............. 7 247,664
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 86,234
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow86,234 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? ....................
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 changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowhttps://aemanncharities.org
14
The books are in care ofright arrowANOOSHEH BOSTANI Telephone no.right arrow (310) 273-3295

Located atright arrow601 S BRAND BLVD SUITE 203San FernandoCA ZIP+4right arrow91340
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
 
No
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
ANOOSHEH BOSTANI SECRETARY, TREASURER, DIRECTOR
30.0 		508,609 46,150 0
25134 RYE CANYON ROAD
SANTA CLARITA,CA91355
CLAUDE MANN DIRECTOR
1.0 		15,000 0 0
2801 COAST LINE COURT
LAS VEGAS,NV89117
MICHAEL S DREYER DIRECTOR
18.0 		545,901 46,150 0
11444 W OLYMPIC BLVD 11TH FLOOR
LOS ANGELES,CA90064
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
 
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
Merrill Lynch Private Wealth Advisory 245,069
2049 Century Park East 11th floor
LOS ANGELES,CA90067
Morgan Stanley Wealth Management Advisory 232,740
1999 Avenue of the Stars Suite 240
LOS ANGELES,CA90067
HCVT Advisory 35,695
11444 W OLYMPIC BLVD 11TH FLR
LOS ANGELES,CA90064
ICONIQ Capital Advisory 191,958
50 Beale Street Suite 2300
SAN FRANCISCO,CA94105
JP Morgan Advisory 150,996
2029 Century Park East Floor 39
LOS ANGELES,CA90067
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
253,841,286
b
Average of monthly cash balances.......................
1b
12,183,275
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
266,024,561
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
266,024,561
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,990,368
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
262,034,193
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,101,710
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
13,101,710
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
161,430
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
161,430
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,940,280
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
12,940,280
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
12,940,280
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
20,236,961
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
20,236,961
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 12,940,280
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 5,284,620
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 20,236,961
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..... 12,940,280
e Remaining amount distributed out of corpus 7,296,681
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 7,296,681
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		5,284,620
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 ........... 		5,284,620
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) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		7,296,681
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 0
e Excess from 2024.... 7,296,681
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 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

VARIOUS CONTRIBUTIONS MADE 5000

11444 W OLYMPIC BLVD 11TH FLOOR
LOS ANGELES,CA90064 		NONE PC SUPPORT OF CHARITABLE PURPOSE 16,604

KARSH CENTER

3750 WEST 6TH STREET
LOS ANGELES,CA90020 		NONE PC SUPPORT OF CHARITABLE PURPOSE 350,000

HIRSHBERG FOUNDATION FOR PANCREATIC CANCER

2990 S SEPULVEDA BLVD SUITE 300C
LOS ANGELES,CA90064 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

BREAST CANCER RESEARCH FOUNDATION

28 WEST 44TH STREET SUITE 609
NEW YORK,NY10036 		NONE PC SUPPORT OF CHARITABLE PURPOSE 40,000

FULFILLMENT FUND

6100 Wilshire Blvd 600
Los Angeles,CA90048 		NONE PC SUPPORT OF CHARITABLE PURPOSE 40,000

Feeding America

2950 Jefferson St B
Riverside,CA92504 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

LUCILE PACKARD FOUNDATION

400 Hamilton Ave 340
PALO ALTO,CA94301 		NONE PC SUPPORT OF CHARITABLE PURPOSE 1,531,414

Harvard Westlake School

700 N Faring Rd
Los Angeles,CA90077 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

Jewish National Fund

42 East 69th Street
New York,NY10021 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

Alzheimer's Los Angeles

4221 Wilshire Blvd 400
Los Angeles,CA90010 		NONE PC SUPPORT OF CHARITABLE PURPOSE 25,000

Save the Children

501 Kings Highway East Suite 400
Fairfield,CT06825 		NONE PC SUPPORT OF CHARITABLE PURPOSE 200,000

UNICEF

125 Maiden Lane
NEW YORK,NY10038 		NONE PC SUPPORT OF CHARITABLE PURPOSE 25,000

AMERICAN FRIENDS OF SHEBA MEDICAL CENTER INC

6505 WILSHIRE BLVD 615
LOS ANGELES,CA90048 		NONE PC SUPPORT OF CHARITABLE PURPOSE 600,000

AMERICAN LUNG ASSOCIATION

55 W WACHER DRIVE
CHICAGO,IL60601 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

BRIGHTFOCUS FOUNDATION

22512 GATEWAY CENTER DR
CLARKSBURG,MD20871 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

CALIFORNIA SCIENCE CENTER FOUNDATION

700 EXPOSITION PARK DRIVE
LOS ANGELES,CA90037 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

casa pacifica centers for children & families

1722 south lewis road
camarillo,CA93012 		none PC SUPPORT OF CHARITABLE PURPOSE 10,000

Sharewell DBA Cayton Children's Museum

395 Santa Monica place 374
santa monica,CA90401 		none PC SUPPORT OF CHARITABLE PURPOSE 5,150

Dana Farber Cancer Institute Inc

450 Brookline Avenue BP418
Boston,MA02215 		none PC SUPPORT OF CHARITABLE PURPOSE 10,300

DESCANSO GARDENS GUILD INC

1418 DESCANSO DRIVE
LA CANADA FLINTRIDGE,CA91011 		NONE PC SUPPORT OF CHARITABLE PURPOSE 7,500

habitat for humanity

322 w lamar st
americus,GA31709 		none PC SUPPORT OF CHARITABLE PURPOSE 10,000

helen keller international

one dag hammar5kjold plaza floor 2
new york,NY10017 		none PC SUPPORT OF CHARITABLE PURPOSE 50,000

Hope Of Valley Rescue Mission

16641 Roscoe PL
noth hills,CA91343 		none PC SUPPORT OF CHARITABLE PURPOSE 5,359

los angeles opera company

135 north grand ave
LOS ANGELES,CA90012 		none PC SUPPORT OF CHARITABLE PURPOSE 250,000

childhood leukemia & lymphoma foundation

6 dividion st
somerville,NJ08876 		none PC SUPPORT OF CHARITABLE PURPOSE 75,000

national park foundation

1500 k Street NW Suite 700
WASHINGTON,DC20005 		none PC SUPPORT OF CHARITABLE PURPOSE 15,000

share our strength

1030 15th st nw 1100W
WASHINGTON,DC20005 		none PC SUPPORT OF CHARITABLE PURPOSE 10,000

rady children's hospital foundation- san diego

3020 childrens way mc 5001
san diego,CA92123 		none PC SUPPORT OF CHARITABLE PURPOSE 10,000

ronald reagan presidential library

40 presidential drive no 200
simi valley,CA93065 		none PC SUPPORT OF CHARITABLE PURPOSE 5,000

skirball cultural center

2701 NORTH SEPULVEDA BLVD
LOS ANGELES,CA90049 		none PC SUPPORT OF CHARITABLE PURPOSE 30,000

smithsonian institute

1000 jefferson drive SW
washington,DC20560 		none PC SUPPORT OF CHARITABLE PURPOSE 10,000

strive

205 east 122nd st 3rd fl
new york,NY10035 		none PC SUPPORT OF CHARITABLE PURPOSE 30,610

the huntington library

338 main st
huntington,NY11743 		none PC SUPPORT OF CHARITABLE PURPOSE 7,500

Yosemite Foundation

101 montgomery st 2450
san francisco,CA94104 		none PC SUPPORT OF CHARITABLE PURPOSE 15,000

Alliance Foundation

po box 86609
LOS ANGELES,CA90086 		none PC SUPPORT OF CHARITABLE PURPOSE 300,000

City of Hope

1500 e duarte road
duarte,CA91010 		none PC SUPPORT OF CHARITABLE PURPOSE 2,015,000

children's hospitals of LA

4650 Sunet blvd
LOS ANGELES,CA90027 		none PC SUPPORT OF CHARITABLE PURPOSE 2,000,000

JDRF

200 vesey street 28th floor
NEW YORK,NY10281 		none PC SUPPORT OF CHARITABLE PURPOSE 25,000

champion LA

11444 w olympic blvd 11th fl
LOS ANGELES,CA90064 		none PC SUPPORT OF CHARITABLE PURPOSE 250,000

USC THORNTON SCHOOL OF ARTS

840 west 34th st MUS 408
los angeles,CA90089 		none PC SUPPORT OF CHARITABLE PURPOSE 150,000

ucla foundation

10889 wilshire blvd 1100
LOS ANGELES,CA90024 		none PC SUPPORT OF CHARITABLE PURPOSE 2,260,000

Step up

1328 second st
santa monica,CA90401 		none PC SUPPORT OF CHARITABLE PURPOSE 148,234

LA PHil-Yola Beckman

101 s la brea ave
inglewood,CA90301 		none PC SUPPORT OF CHARITABLE PURPOSE 125,000

st jude children's hospital

201 sandpointe ave 300
santa ana,CA92707 		none PC SUPPORT OF CHARITABLE PURPOSE 250,000

DOHENY EYE INSTITUTE

po box 86228
LOS ANGELES,CA90086 		none PC SUPPORT OF CHARITABLE PURPOSE 125,000

SIMON WEISENTHAL CENTER

1399 s Roxbury dr
LOS ANGELES,CA90035 		none PC SUPPORT OF CHARITABLE PURPOSE 750,000

LOS ANGELES REGIONAL FOOD BANK

1734 EAST 41ST STREET
LOS ANGELES,CA90058 		NONE PC SUPPORT OF CHARITABLE PURPOSE 350,000

Los Angeles Police Foundation

633 West 5th Street Suite 960
Los Angeles,CA90071 		NONE PC SUPPORT OF CHARITABLE PURPOSE 45,000

World Wildlife Fund

1250 24th Street NW
Washington,DC20037 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,150

Camp Kesem

440 N Barranca Ave 2273
Covina,CA91273 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

Exceptional Childrens Foundation

5350 Machado Road
Culver City,CA90230 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

American Cancer Society

270 Peachtree St NW Suite 1300
Atlanta,GA30303 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

Downtown Women's Center

442 S San Pedro Street
Los Angeles,CA90013 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

Grammy Museum Foundation

800 W Olympic Blvd
Los Angeles,CA90015 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

Braille Institute of America Inc

741 N Vermont Avenue
Los Angeles,CA90029 		NONE PC SUPPORT OF CHARITABLE PURPOSE 15,000

Hadassah

40 Wall Street
New York,NY10005 		NONE PC SUPPORT OF CHARITABLE PURPOSE 75,000

Orbis

52 Vanderbilt Avenue 8th Floor
New York,NY10017 		NONE PC SUPPORT OF CHARITABLE PURPOSE 7,500

The ALS Association

1300 Wilson Boulevard Suite 600
Arlington,VA22209 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

Bet Tzedek

3250 WILSHIRE BLVD 13TH FLOOR
LOS ANGELES,CA90010 		NONE PC SUPPORT OF CHARITABLE PURPOSE 50,000

Chabad Jewish Student Center at USC

2713 Severance St
LOS ANGELES,CA90007 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

Crohn's & Colitis Foundation

733 Third Ave Suite 510
New York,NY10017 		NONE PC SUPPORT OF CHARITABLE PURPOSE 25,000

Dress for Success Worldwide

1040 Avenue of the Americas Floor
New York,NY10018 		NONE PC SUPPORT OF CHARITABLE PURPOSE 7,500

CEDARS-SINAI MEDICAL CENTER

8700 BEVERLY BLVD SUITE 2416
LOS ANGELES,CA90048 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000,000

The Music Center

135 N Grand Avenue
Los Angeles,CA90012 		NONE PC SUPPORT OF CHARITABLE PURPOSE 75,000

Shriner's for Children Medical Center

2900 N Rocky Point Dr
Tampa,FL33607 		NONE PC SUPPORT OF CHARITABLE PURPOSE 250,000

National Jewish Health

1400 Jackson Street
Denver,CO80206 		NONE PC SUPPORT OF CHARITABLE PURPOSE 15,450

C5 Los Angeles

3100 N Broadway
Los Angeles,CA90031 		NONE PC SUPPORT OF CHARITABLE PURPOSE 20,000

Wilshire Boulevard Temple

3663 Wilshire Boulevard
Los Angeles,CA90010 		NONE PC SUPPORT OF CHARITABLE PURPOSE 20,000

St Barnabas Senior Services

675 S Carondelet St
S Carondelet St,CA90057 		NONE PC SUPPORT OF CHARITABLE PURPOSE 25,000

Sansum Diabetes Research Institute

5425 Hollister Ave Suite 230
Santa Barbara,CA93111 		NONE PC SUPPORT OF CHARITABLE PURPOSE 50,000

Los Angeles Jewish Health

18855 Victory Blvd
Reseda,CA91335 		NONE PC SUPPORT OF CHARITABLE PURPOSE 500,000

Hammer Museum

PO BOX 702
HAINES,AK99827 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

MOCA

250 S GRAND AVENUE
LOS ANGELES,CA90012 		NONE PC SUPPORT OF CHARITABLE PURPOSE 51,546

Beverly Hills Police Benevolent Fund

464 N Rexford Dr 786
BEVERLY HILLS,CA90210 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000

LACMA

5905 WILSHIRE BLVD
LOS ANGELES,CA90036 		NONE PC SUPPORT OF CHARITABLE PURPOSE 100,000

Childrens Diabetes Foundation

3025 S PARKER ROAD SUITE 110
AURORA,CO80014 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

FRIENDS OF UNITED HATZALAH INC

442 5TH AVENUE 1866
NEW YORK,NY10018 		NONE PC SUPPORT OF CHARITABLE PURPOSE 100,000

University of California Irvine Foundation

100 THEORY 250
IRVINE,CA92617 		NONE PC SUPPORT OF CHARITABLE PURPOSE 750,000

Nmdp Foundation

500 N 5TH ST
MINNEAPOLIS,MN55401 		NONE PC SUPPORT OF CHARITABLE PURPOSE 25,000

CASA ORANGE COUNTY

765 The City DrSouth 300
ORANGE,CA92868 		NONE PC SUPPORT OF CHARITABLE PURPOSE 5,000

THE HAROLD AND CAROLE PUMP FOUNDATION

13636 VENTURA BLVD 416
SHERMAN OAKS,CA91423 		NONE PC SUPPORT OF CHARITABLE PURPOSE 12,000

Cancer Vaccine Coalition Inc

PO Box 16
MIDDLEBURY,VT05753 		NONE PC SUPPORT OF CHARITABLE PURPOSE 20,000
Total .................................right arrow 3a 19,511,817
bApproved for future payment

CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD
LOS ANGELES,CA90027 		NONE PC SUPPORT OF CHARITABLE PURPOSE 10,000,000

UCLA FOUNDATION
10889 WILSHIRE BLVD 1100
LOS ANGELES,CA90024 		NONE PC SUPPORT OF CHARITABLE PURPOSE 1,500,000

AMERICAN FRIENDS OF SHEBA MEDICAL CENTER
6505 WILSHIRE BLVD 615
LOS ANGELES,CA90048 		NONE PC SUPPORT OF CHARITABLE PURPOSE 1,000,000

HELEN KELLER INTERNATIONAL
ONE DAG HAMMARSKJOLD PLAZA FL 2
NEW YORK,NY10017 		NONE PC SUPPORT OF CHARITABLE PURPOSE 250,000

LOS ANGELES REGIONAL FOOD BANK
1734 EAST 41ST STREET
LOS ANGELES,CA90058 		NONE PC SUPPORT OF CHARITABLE PURPOSE 500,000
Total ................................. right arrow 3b 13,250,000
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 ........... 		         
4 Dividends and interest from securities ....     14 9,047,746  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,989,244  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPASS-THROUGH INCOME FOR BOOK 		    41 2,227,799  
bUNREALIZED GAIN FOR BOOK     41 5,592,258  
cNONDIVIDEND DISTRIBUTIONS     41 1,395,880  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   22,252,927  
13Total. Add line 12, columns (b), (d), and (e)..................
13
22,252,927
(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:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 58,613 29,307   29,306

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

TY 2024 DepreciationSchedule
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
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 InvestmentsOtherSchedule2
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ML INVESTMENT ACCOUNTS AT COST 164,041,237 164,041,237
ICONIQ INVESTMENT ACCOUNTS AT COST 31,582,930 31,582,930
MORGAN STANLEY ACCOUNTS AT COST 74,274,245 74,274,245
SECURITY DEPOSIT - BRAND AVE AT COST 5,100 5,100
VARIOUS PRIVATE INVESTMENTS AT COST 3,016,394 3,016,394
JP MORGAN INVESTMENT ACCOUNTS   55,963,580 55,963,580

TY 2024 LegalFeesSchedule
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,496 1,248   1,248


TY 2024 OtherAssetsSchedule
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE TO/FROM MCF 20,833 0 0
DUE TO/FROM FBE -1,273 0 0
DUE TO/FROM MMRO -10,800 0 0
DUE TO/FROM ADMIN TRUST 142,386 0 0
MORGAN STANLEY 451 0 959,920 959,920


TY 2024 OtherDecreasesSchedule
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Description Amount
NONDEDUCTIBLE FLOW THROUGH LOSS 0


TY 2024 OtherExpensesSchedule
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 820,764 820,764    
HEALTH INSURANCE 80,059 40,029   40,030
INSURANCE 18,932 9,466   9,466
OFFICE EXPENSE 3,715 1,858   1,857
RENT 32,784 16,392   16,392
PAYROLL TAXES 35,339 17,670   17,669
PAYROLL PROCESSING FEES 1,559 780   779
DISCOUNT ON MULTI-YEAR PLEDGES 282,768      


TY 2024 OtherIncomeSchedule2
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CO-INVESTMENT PORTFOLIO TE 2022 LP 57,672 209  
GLIDE PATH SOLUTIONS TE 2021 INTER 358,688 146,892  
PRIVATE EQUITY PORTFOLIO TE 2021 LP 58,889 -20,448  
REAL ESTATE PORTFOLIO TE 2021 LP 40,829 36,218  
Venture Capital 2023 27,950 -4,375  
Private Equity 2023 665 -1,765  
Private Diversifier 2023 64,249 -4,298  
Secondaries Portfolio 2023 120,777 -7,555  
Absolute Return 114,403 0  
Tactical Opportunities 58,792 8,060  
Private Credit 2021 LP 25,482 10,262  
Private Credit 2022 LP 39,630 3,317  
Glide Path 2022 LP 87,577 25,995  
Real Estate 2022 LP 34,902 16,879  
Private Diversifiers 2021 LP 14,487 -4,067  
Private Diversifiers 2022 LP 43,963 -2,306  
Private Equity 2022 LP 45,144 -6,041  
Co-Investment 2021 LP 111,496 -2,585  
Stonepeak Global Fund 3,998 0  
Real Assets 2021 LP 34,808 -9,263  
ANDMARK INVESTMENT FUND V -33,574 -33,574  
STARTS ACCESS FUND -2,259 -1,009  
North Haven Private EQ 7,191 0  
APAX FUND -50,186 0  
BX TACTICAL -6,082 0  
Ares Special Oppoprtunities Fund -6,918 0  
FRANKLIN VENTURE -334 -215  
Evolution Technology Fund III 2,066 -22,179  
Blue Owl Real Estate Fund VI -30,179 -850  
Lexington Capital 17,711 0  
BREP X Offshore -20,635 0  
KKR Private Equity 9,498 9,498  
Blue Owl GP Stake -5,993 0  
Blackstone Private Equity Strategies 20,128 20,128  
BREP Europe VI Real Estate -10,936 -5,942  
KKR North America Fund 17,793 0  
AX Global Access Fund 22,562 0  
BREP IX Commercial R/E -10,192 0  
HPS Corp Lending Fund -25,000 0  
Global Fixed Income Fund -35,000 0  
Private Credit 2023 LP 23,018 -3,015  
Private Credit 2024 LP 0 -1,001  
Private Diversifiers 2024 LP 15,151 -990  
Private Equity 2024 LP -3,067 -5,173  
Real Estate 2023 22,339 12,769  
Real Estate 2024 LP 11,034 3,377  
Real Assets 2022 LP 21,376 -4,815  
Real Assets 2023 40,316 1,261  
Real Asset 2024 LP 31,993 581  
Venture Capital 2021 LP 0 -14,742  
Venture Capital 2022 LP 45,843 -7,371  
Venture Capital 2024 LP -2,152 -1,295  
Venture Capital Portfolio - Other 1,695 0  
Co-Invest Portfolio 2023 -21,280 -4,573  
Co-Investment Portfolio 2024 LP 62,580 -9,031  
Secondaries Portfolio 2024 232,700 -4,142  
Emerging Markets Portfolio 207,260 0  
Fixed Income Plus Feeder 333,641 54,339  
ICONIQ Strategic Pners VII FO-B 1,431 -356  
ICONIQ Strategic Pners VII-B LP 10,163 -6,206  
Unrealized Gains 5,592,258 0  
Nondividend distributions 1,395,880 0  
PE PREMIER VISTA -10,304 0  


TY 2024 OtherIncreasesSchedule
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Description Amount
CASH PAID ON MULTI-YEAR GRANTS 16,243,235


TY 2024 OtherProfessionalFeesSchedule
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OUTSIDE SERVICES 27,155 13,577   13,578


TY 2024 TaxesSchedule
Name:
ALFRED E MANN CHARITIES INC
EIN:
46-3543296
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL 8,423      
FOREIGN TAXES 38,004 38,004