Western Asset Management Company Charitable Foundation
Organization summary
Type of Nonprofit
Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $8.22k (2025)
 Expenses $162k (2025)
 Total Assets $41.4k (2025)
 Total Liabilities $0 (2025)
 Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
    Fiscal Year Ending March
    2025
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $7,364 |  
    89.5%
 | 
| Interest Revenue | $860 |  
    10.5%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $162,223 |  
    99.9%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $41,438 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracey A Hutson (Secretary) | $0 | $0 | 
| Robert Sibbrel (Admin Officer/Director) | $0 | $0 | 
Document Links
990-PF
Filed on July 25, 2025Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2024
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $3,791 |  
    89.4%
 | 
| Interest Revenue | $448 |  
    10.6%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $217,516 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $195,655 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracey A Hutson (Secretary) | $0 | $0 | 
| Steven R Perzyna (Cfo/Director (Ended 10/2/23)) | $0 | $0 | 
Document Links
990-PF
Filed on Aug. 30, 2024Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2023
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $13,694 |  
    93.4%
 | 
| Interest Revenue | $960 |  
    6.6%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $277,879 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $412,700 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracey A Hutson (Secretary) | $0 | $0 | 
| Steven R Perzyna (Cfo/Director) | $0 | $0 | 
Document Links
990-PF
Filed on Aug. 15, 2023Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2022
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $203,837 |  
    99.5%
 | 
| Interest Revenue | $1,004 |  
    0.5%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $262,609 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $675,939 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracey A Hutson (Secretary) | $0 | $0 | 
| Steven R Perzyna (Cfo/Director) | $0 | $0 | 
Document Links
990-PF
Filed on Aug. 10, 2022Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2021
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $2,415 |  
    58.1%
 | 
| Interest Revenue | $1,742 |  
    41.9%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $471,553 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $733,731 | |
| Total Liabilities | $1 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracey A Hutson (Secretary) | $0 | $0 | 
| Steven R Perzyna As Of 862020 (Cfo/Director) | $0 | $0 | 
Document Links
990-PF
Filed on Aug. 15, 2021Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2020
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $203,020 |  
    99.2%
 | 
| Interest Revenue | $1,670 |  
    0.8%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $124,915 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,201,160 | |
| Total Liabilities | $1 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracy A Hutson (Secretary) | $0 | $0 | 
| Bruce D Alberts (Cfo) | $0 | $0 | 
Document Links
990-PF
Filed on Aug. 14, 2020Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2019
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $7,468 |  
    73.1%
 | 
| Interest Revenue | $2,751 |  
    26.9%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $926,304 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $1,121,440 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracy A Hutson (Secretary) | $0 | $0 | 
| Bruce D Alberts (Cfo) | $0 | $0 | 
Document Links
990-PF
Filed on Aug. 12, 2019Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2018
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $2,192,320 |  
    100.0%
 | 
| Interest Revenue | $1,003 |  
    0.0%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,079,261 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,037,535 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracy A Hutson (Secretary) | $0 | $0 | 
| Bruce D Alberts (Cfo) | $0 | $0 | 
Document Links
990-PF
Filed on Aug. 14, 2018Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2017
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $19,823 |  
    87.4%
 | 
| Interest Revenue | $2,853 |  
    12.6%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,498,136 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $923,502 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracy A Hutson (Director) | $0 | $0 | 
| Bruce D Alberts (Cfo) | $0 | $0 | 
Document Links
990-PF
Filed on Aug. 15, 2017Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2016
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $11,842 |  
    71.9%
 | 
| Interest Revenue | $4,634 |  
    28.1%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $932,228 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $2,399,055 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracy A Hutson (Director) | $0 | $0 | 
| Bruce D Alberts (Cfo) | $0 | $0 | 
Document Links
990-PF
Filed on Nov. 15, 2016Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2015
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $45,266 |  
    87.5%
 | 
| Interest Revenue | $6,439 |  
    12.5%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $839,682 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,315,000 | |
| Total Liabilities | $0 | 
Compensation
| Key Employees and Officers | Compensation | Other | 
|---|---|---|
| James W Hirschmann (President) | $0 | $0 | 
| Tracy A Hutson (Director) | $0 | $0 | 
| Bruce D Alberts (Cfo) | $0 | $0 | 
Document Links
990-PF
Filed on Sept. 11, 2015Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2014
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $25,799 |  
    77.2%
 | 
| Interest Revenue | $7,615 |  
    22.8%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,202,161 |  
    100.0%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,103,129 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2013
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $103,435 |  
    92.9%
 | 
| Interest Revenue | $7,911 |  
    7.1%
 | 
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $883,526 |  
    99.9%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $5,272,336 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2012
  
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $6,549,758 |  
    100%
 | 
| Interest Revenue | $0 | |
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $0 | 
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $537,736 |  
    99.8%
 | 
| Compensation of Officers* | $0 | |
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $6,045,816 | |
| Total Liabilities | $0 | 
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2011
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2010
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2009
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2008
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2006
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
    Fiscal Year Ending March
    2005
  
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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