2025-06-23T17:43:59-05:00 2024-12-31 834701972 LEWIS SHARPSTONE & CO 5850 CANOGA AVE STE 400 WOODLAND HILLS CA 91367 990 2024-01-01 465018518 LATHAMCARES COLLEAGUE ASSISTANCE FUND LATH 7147558268 555 WEST 5TH STREET 300 LOS ANGELES CA 900131020 FARHAN AZIZ CFO 7147558268 2025-06-23 1 1 LEWIS SHARPSTONE P02256953 8185701960 X 2024 2025-03-06 01:10:19Z FARHAN AZIZ 555 WEST 5TH STREET 300 LOS ANGELES CA 900131020 210626 0 X WWW.LATHAMCARES.ORG X 2014 CA LATHAMCARES PROVIDES FINANCIAL ASSISTANCE TO LATHAM & WATKINS LLP COLLEAGUES AND (CONT. SCH. O) (CONTINUED) AFFILIATES EXPERIENCING UNFORESEEN HARDSHIPS. 5 0 0 0 0 0 16395 16055 0 0 8792 7808 0 0 25187 23863 24855 14600 0 0 0 0 8322 0 0 3836 10239 37013 24839 -11826 -976 460086 464510 0 5400 460086 459110 LATHAMCARES OFFERS SHORT-TERM FINANCIAL RELIEF TO LATHAM & WATKINS LLP COLLEAGUES AND AFFILIATES FACING SIGNIFICANT AND/OR UNFORESEEN HARDSHIPS, SUCH AS MEDICAL EMERGENCIES, NATURAL DISASTERS, OR OTHER CRISES BEYOND THEIR CONTROL. 0 0 14600 14600 IN 2024, LATHAMCARES PROVIDED $14,600 IN EMERGENCY FINANCIAL ASSISTANCE TO TWO INDIVIDUALS AFFILIATED WITH LATHAM & WATKINS LLP, ADDRESSING PERSONAL FINANCIAL HARDSHIPS RESULTING FROM UNFORESEEN CRISES. 14600 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA IL NY MA X FARHAN AZIZ 7147558268 650 TOWN CENTER DRIVE COSTA MESA CA 926267135 X WENDY ATROKHOV DIRECTOR, PRESIDENT 2.00 0.00 X X 0 0 0 MATT FRITZ DIRECTOR 0.50 0.00 X 0 0 0 FARHAN AZIZ DIRECTOR, CFO 2.00 0.00 X 0 0 0 ANA O'BRIEN DIRECTOR 0.50 0.00 X 0 0 0 SANDRA HERNANDEZ DIRECTOR, VICE PRESIDENT 0.50 0.00 X X 0 0 0 CHRISTIAN LIDYARD SECRETARY 2.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 16055 16055 9186 9186 185385 186763 -1378 -1378 -1378 23863 0 0 7808 14600 14600 9300 9300 FILING FEES 939 939 24839 14600 10239 0 460086 464510 460086 464510 5400 0 5400 X 460086 459110 0 0 460086 459110 460086 464510 -976 0 X 1 X 0 0 0 X 43086 27100 11865 16395 16055 114501 43086 27100 11865 16395 16055 114501 26453 88048 6533 5079 8257 8792 9186 37847 152348 0.57790 0.56970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X Part X, Line 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND THE CORRESPONDING PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT, HOWEVER, TO FEDERAL AND CALIFORNIA INCOME TAXES ON UNRELATED BUSINESS INCOME AS STIPULATED IN THE CODE. THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED DECEMBER 31, 2024, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AS OF DECEMBER 31, 2024, THE ORGANIZATION'S FEDERAL TAX RETURNS SINCE THE 2021 TAX YEAR AND STATE TAX RETURNS SINCE THE 2020 TAX YEAR REMAIN OPEN FOR EXAMINATION BY THE TAX JURISDICTIONS. NO TAX RETURNS ARE CURRENTLY BEING EXAMINED BY ANY TAXING AUTHORITIES. 1 DISBURSEMENTS TO COLLEAGUES 2 14600 Part I, Line 2: FOR INDIVIDUAL ASSISTANCE, AN INDIVIDUAL SUBMITS AN APPLICATION THAT IS THEN REVIEWED BY THE DISBURSEMENT COMMITTEE WHO THEN RECOMMENDS TO THE BOARD OF DIRECTORS TO APPROVE OR NOT APPROVE SUCH PAYMENT FOR ASSISTANCE. Form 990, Part VI, Section A, line 2 THE DIRECTORS AND OFFICERS ARE PARTNERS OR EMPLOYEES OF LATHAM & WATKINS LLP, A RELATED ENTITY (SEE SCH. R). Form 990, Part VI, Section A, line 6 THE ORGANIZATION'S MEMBERS ARE THE EXECUTIVE COMMITTEE OF LATHAM & WATKINS LLP, A RELATED ENTITY (SEE SCH. R) Form 990, Part VI, Section A, line 7a THE MEMBERS OF THE ORGANIZATION HAVE THE POWER TO APPOINT, BY MAJORITY VOTE OF THE MEMBERS, THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, line 11b THE ORGANIZATION'S OUTSIDE TAX PREPARER PROVIDES A DRAFT OF THE FORM 990, WHICH IS CIRCULATED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT. ONE MEMBER OF THE BOARD, WHO HAS A TAX BACKGROUND, PERFORMS AN IN-DEPTH REVIEW TO HELP ENSURE COMPLETENESS AND ACCURACY. THE RETURN IS FINALIZED AND FILED ONLY AFTER THE BOARD HAS HAD AN OPPORTUNITY TO PROVIDE FEEDBACK. Form 990, Part VI, Section B, line 12c LATHAMCARES CIRCULATES AN ANNUAL CONFLICT OF INTEREST (COI) DISCLOSURE FORM TO ALL BOARD MEMBERS AND THE SECRETARY. EACH INDIVIDUAL IS REQUIRED TO REVIEW, COMPLETE, AND SIGN THE FORM, AFFIRMING ANY POTENTIAL CONFLICTS. THE COMPLETED FORMS ARE COLLECTED AND SECURELY RETAINED AS PART OF THE ORGANIZATION'S OFFICIAL RECORDS. Form 990, Part VI, Section B, line 15 QUESTION 15A AND 15B IS ANSWERED NO AS THERE ARE NO POSITIONS IN WHICH THIS APPLIES TO. Form 990, Part VI, Section C, line 18 LATHAMCARES COMPLIES WITH IRS PUBLIC DISCLOSURE REQUIREMENTS BY MAKING ITS FORM 1023 (APPLICATION FOR RECOGNITION OF EXEMPTION) AND ITS THREE MOST RECENT ANNUAL RETURNS (FORM 990 OR 990-EZ) AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THESE DOCUMENTS CAN BE REVIEWED IN PERSON AT THE ORGANIZATION'S PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS. ADDITIONALLY, COPIES CAN BE PROVIDED UPON WRITTEN REQUEST, WITH A REASONABLE FEE CHARGED TO COVER COPYING AND MAILING COSTS. FOR INQUIRIES OR TO REQUEST COPIES, PLEASE CONTACT US THROUGH THE INFORMATION PROVIDED ON OUR WEBSITE AT WWW.LATHAMCARES.ORG. Form 990, Part VI, Section C, line 19 LATHAMCARES MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. INTERESTED INDIVIDUALS MAY CONTACT THE ORGANIZATION THROUGH THE CONTACT INFORMATION PROVIDED ON OUR WEBSITE AT WWW.LATHAMCARES.ORG TO REQUEST ACCESS TO THESE DOCUMENTS. COPIES ARE PROVIDED IN A TIMELY MANNER, AND A REASONABLE FEE MAY BE CHARGED TO COVER COPYING AND MAILING COSTS. LATHAM & WATKINS LLP 555 W 5TH STREET 300 LOS ANGELES CA 900131020 952018373 LEGAL SERVICES DE N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0