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Nonprofit · EIN 20-2589546

WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION

Tax-exempt · PASADENA, CA 91101

Financials

$4K$218K2023$8K$162K2024$25K$57K2025
Revenue Expenses · by fiscal year end
Financials of WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$25,461$57,167-$31,706$9,732$0$9,732
March 31, 2025990-PF$8,224$162,441-$154,217$41,438$0$41,438
March 31, 2024990-PF$4,239$217,529-$213,290$195,655$0$195,655
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$25,247
Interest
$214

Expenses

Grants and similar amounts paid
$54,943
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$57,167
Excise tax on investment income
$3

Balance sheet and other

Total assets, start of year
$41,438
Total assets, end of year
$9,732
Total liabilities, end of year
$0
Net assets, end of year
$9,732
Fair market value of assets
$9,732
Qualifying distributions
$57,167
Net investment income
$214

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
JAMES W HIRSCHMANN
385 E COLORADO BLVD, PASADENA, CA 91101
PRESIDENT1$0
TRACEY A HUTSON
385 E COLORADO BLVD, PASADENA, CA 91101
SECRETARY1$0
ROBERT SIBBREL
385 E COLORADO BLVD, PASADENA, CA 91101
ADMIN OFFICER/DIRECTOR1$0
990-PF for the year ended March 31, 2025: 3 people
NameTitleHours / weekCompensation
JAMES W HIRSCHMANN
385 E COLORADO BLVD, PASADENA, CA 91101
PRESIDENT1$0
TRACEY A HUTSON
385 E COLORADO BLVD, PASADENA, CA 91101
SECRETARY1$0
ROBERT SIBBREL
385 E COLORADO BLVD, PASADENA, CA 91101
ADMIN OFFICER/DIRECTOR1$0
990-PF for the year ended March 31, 2024: 4 people
NameTitleHours / weekCompensation
JAMES W HIRSCHMANN
385 E COLORADO BLVD, PASADENA, CA 91101
PRESIDENT1$0
TRACEY A HUTSON
385 E COLORADO BLVD, PASADENA, CA 91101
SECRETARY1$0
STEVEN R PERZYNA
385 E COLORADO BLVD, PASADENA, CA 91101
CFO/DIRECTOR (ENDED 10/2/23)1$0
ROBERT SIBBREL
385 E COLORADO BLVD, PASADENA, CA 91101
ADMIN OFFICER/DIRECTOR1$0

Address and contacts

Address (IRS master file)
385 E COLORADO BLVD, PASADENA, CA 91101-1909
In care of
% JAMES HIRSCHMANN
Signed the 990-PF
TRACEY HUTSON, SECRETARY
Phone
(626) 844-9400
Return prepared by
DELOITTE TAX LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 20-2589546 or by the name WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
20-2589546
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2006
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$9,732
Income (IRS master file)
$25,461

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$25,461$57,167$9,732XML
990-PFMarch 2025$8,224$162,441$41,438XML
990-PFMarch 2024$4,239$217,529$195,655XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2589546).

Questions about WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION

What is the EIN of WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION?
The employer identification number (EIN) of WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION is 20-2589546.
Is WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION?
The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does WESTERN ASSET MANAGEMENT COMPANY CHARITABLE FOUNDATION have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $25,461, expenses of $57,167 and total assets of $9,732 at year end.

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