CHARITABLE FOUNDATIONS/TRUSTS.

L.A. County based; ranked by total assets in 2000

EXECUTIVE SUMMARY

THE top 25 charitable foundations in Los Angeles County have combined assets of $22.7 billion, up 8.6 percent from last year's $20.9 billion.

The various missions of L.A.'s charitable organizations

run the gamut, from education to social services to the arts. Only a few focus on narrowly defined, specific causes. One such entity is the Dan Murphy Foundation, No. 14, which gives to charities of the Roman Catholic Church, Archdiocese of Los Angeles. Likewise, the Pfaffinger Foundation, No. 24, gives assistance to employees of the Times Mirror Co.

One entity, the Rose Hills Foundation, focuses exclusively on supporting arts and culture, community health and youth activities in the regions of East L.A. and the San Gabriel Valley.

Nationwide, foundation giving grew by $4.3 billion last year, reaching a total of $27.6 billion, according to the 2001 edition of Foundation Giving Trends, compiled by the Foundation Center. The rise, which matches the percentage increase between 1998 and 1999, was partly due to increased stock valuations.

Nationwide, independent foundations, which comprise the bulk of those in L.A., account for $21.6 billion (or 78.3 percent) of the overall total.

THE PACESETTER

J. PAUL GETTY TRUST

THE J. Paul Getty Trust once again weighs in with the deepest pockets among charitable foundations and trusts in Los Angeles. The 19-year-old foundation, housed at the Getty Center in Brentwood, has estimated assets of $10.35 billion, up almost 19 percent from last year.

The jump in assets comes primarily from a general increase in the vested amount from the endowment, said Barry Munitz, the trust's president and CEO.

The Getty awarded an estimated $18 million as part of 1,575 new grants last year. Grant sizes ranged from $50,000 to $300,000. The aggregate amount of awards was up from $14.6 million in grants doled out the year before. (Actual 2000 financials will be available June 30).

The Getty's largest grants went to an existing program to help digitize museum collections, Munitz said. They also went to a new Getty program called Preserve L.A., an initiative that awarded money to 21 recipients last year designed to preserve architecture in the area, as well as to several new L.A. museum internships.

While construction at the Brentwood museum site is complete, dollars going toward renovation of the branch in Malibu have just begun to flow, Munitz said. Some of those dollars are going toward art purchases, which is also an area of focus for the Brentwood site.

Rank  Foundation (Ranking in 2000)                  Assets
      * name                                     (market value
      * address                                  in millions)
 1    J. Paul Getty Trust (1)                     $10,350 [1]
      1200 Getty Center Drive
      Los Angeles 90049
 2    California Endowment (2)                       3,500
      21650 Oxnard St., Suite 1200
      Woodland Hills 91367
 3    W. M. Keck Foundation (3)                   1,789.9 [3]
      550 S. Hope St., Suite 2500
      Los Angeles 90071
 4    California Wellness Foundation (4)             1,028
      6320 Canoga Ave., Suite 1700
      Woodland Hills 91367
 5    Ahmanson Foundation (5)                        964.4
      9215 Wilshire Blvd.
      Beverly Hills 90210
 6    Weingart Foundation (6)                        873.9
      1055 W. 7th St., Suite 3050
      Los Angeles 90017
 7    California Community Foundation (7)            529.9
      445 S. Figueroa St., Suite 3400
      Los Angeles 90014
 8    Ralph M. Parsons foundation (8)                355.8
      1055 Wilshire Blvd., Suite 1701
      Los Angeles 90017
 9    The Rose Hills Foundation                      335.9
      444 S. Flower St., Suite 1450
      Los Angeles 90071
 10   Jewish Community Foundation (10)                325
      6505 Wilshire Blvd. Suite 1200
      Los Angeles 90048
 11   Thomas and Dorothy Leavey Foundation (13)     318 [3]
      10100 Santa Monica Blvd., Suite 610
      Los Angeles 90067
 12   Whittier Family Foundations (9)                295.9
      625 Fair Oaks Ave., Suite 360
      South Pasadena 91030
 13   Milken Family Foundations (11)                 274.4
      1250 Fourth St.
      Santa Monica 90401
 14   Dan Murphy Foundation (12)                     245.3
      P.O. Box 711267
      Los Angeles 90011
 15   Kenneth T. and Eileen L. Norris
      Foundation (14)                                199.8
      11 Golden Shore, Suite 450
      Long Beach 90802
Rank  Number of Grants     Value of        Grant Range
      Awarded in 2000   Grants Awarded
                           in 2000
                          (millions)
 1       1,575 [2]         $18 [2]      $50,000-$300,000
 2          697             189.7        2,500-9 million
 3           70               52        150,000-3 million
 4          393              41.6       1,000-3.6 million
 5          480               45          10,000-25,000
 6          386              35.7        10,000-250,000
 7         3,000            113.4         5,000-250,000
 8          198              18.1       10,000-1 million
 9          314              12.4        5,000-1 million
 10         WND               57          1,000-100,000
 11         N/A            6.2 [3]       10,000-100,000
 12         300              10.6              N/A
 13         391              31.8          500-50,000
 14         109              12.7        1,000-1 million
 15
            223               8.7        5,000-2.1 million
Rank             Fields of Interest                 Year
                   (partial list)                Established
 1           education, conservation and            1982
               research in visual arts
 2                   health care                    1996
 3      sciences, engineering, liberal arts,        1954
             medical research, education
 4       community health, population health        1992
           improvement, teenage pregnancy
        prevention, violence prevention, work
                     and health
 5        education, the arts & humanities,         1952
          medicine & health, human service
                      programs
 6     student loans, social services, health       1951
         and medicine, crisis intervention,
         education, community youth programs
 7    neighborhood revitalization, visual arts,     1915
       health care, early education, economic
                opportunity expansion
 8         higher education, cultural and           1961
         civic projects, health care, social
                   impact programs
 9       arts and culture, community health,        1996
       education, youth activities funding for
          East L.A. and San Gabriel Valley
 10      education, health services, Jewish         1954
       organizations, Israel, arts & culture,
                   social services
 11    hospitals, medical research, education,      1952
        Catholic church groups, community and
               social service programs
 12       K-12 and postsecondary education,         1955
         arts, medical/scientific research,
                  youth development
 13       education, health care, community         1986
               services, human welfare
 14        charities of the Roman Catholic          1957
         Church, Archdiocese of Los Angeles
 15
             medicine, education, youth,            1963
             community projects, culture
Rank  Top Local Executive
      * name
      * title
      * phone
 1    D. Gardner/B. Munitz
      Chairman/president, ceo
      (310) 440-7300
 2    Robert K. Ross
      president, ceo
      (800) 449-4149
 3    R. Day/J. Jaffrey
      president/ceo
      (213) 680-3833
 4    Gary Yates
      president, ceo
      (818) 593-6600
 5    Robert H. Ahmanson
      president
      (310) 278-0770
 6    Steven D. Broidy
      chairman
      (213) 688-7799
 7    Jack Shakely
      president
      (213) 413-4130
 8    Joseph Hurley
      president
      (213) 482-3185
 9    Victoria Rogers
      president
      (213) 439-9690
 10   Marvin I. Schotland
      president, ceo
      (323) 761-8700
 11   Kathleen McCarthy
      chairperson
      (310) 551-9936
 12   Linda J. Blinkenberg
      director of foundations
      (626) 441-5188
 13   Lowell Milken
      chairman, president
      (310) 998-2800
 14   Daniel, J. Donohue
      president
      (213) 623-3120
 15
      Harlyne J. Norris
      chairman
      (562) 435-8444
16  Henry L. Guenther Foundation (16)           $193     47    $9.7
    2029 Century Park East, Suite 4392
    Los Angeles 90067
17  Amateur Athletic Foundation of L.A. (15)    181.6    70     5.4
    2141 W. Adams Blvd.
    Los Angeles 90018
18  Fletcher Jones Foundation (18)              159.8    65     10
    624 S. Grand Ave., Suite 2920
    Los Angeles 90017
19  S. Mark Taper Foundation (20)             145.4 [3]  60   5.7 [3]
    12011 San Vicente Blvd., Suite 400
    Los Angeles 90049
20  Lund Foundation (21)                        117.8    50     5.5
    535 N. Brand Blvd., Suite 504
    Glendale 91203
21  Wasserman Foundation                         115     WND    8.3
    9975 Santa Monica Blvd.
    Beverly Hills 90212
22  B.C. McCabe Foundation (22)               114.3 [3]  75      5
    8152 Painter Ave., Suite 201
    Whittier 90602
23  Joseph Drown Foundation (23)                107.1    148    5.3
    1999 Ave. of the Stars, Suite 1930
    Los Angeles 90067
24  Plaffinger Foundation (24)                 92 [3]    N/A  2.5 [3]
    316 W. 2nd St., Suite PH-C
    Los Angeles 90012
25  Ted Mann Foundation (25)                   86 [3]    53     3.9
    1801 Century Park East, Suite 1920
    Los Angeles 90067
16  $5,000 - $2.3 million       medical services, youth services,
                               humanitarian and community projects
17      500 - 500,000                 youth sports programs
18    2,500 - 1 million           emphasis on private colleges
                                 and universities, particularly
                                          in California
19    5,000 - 1 million         health, education, civic affairs,
                               social services, arts, environment
20     10,000 - 50,000         disadvantaged youth, education for
                            youth with learning disabilities arts and
                             culture, animal welfare, mental health
21     2,500 - 500,000         education, health care, Jewish life
22     2,500 - 255,000     social service, food service associations,
                                    youth development groups
23     5,000 - 250,000       education, medical/scientific research,
                             community, health and social services,
                                       arts and humanities
24     5,000 - 100,000          assistance to employees & former
                           employees of Times Mirror Co., subsidiaries
                            and charitable organizations in So.Calif.
25     5,000 - 50,000                 education and medical
16  1956  W.D. Milliken
          secretary
          (310) 785-0658
17  1982  John Argue
          (323) 730-9600
18  1969  John P. Pollock
          president
          (213) 426-6565
19  1989  Janice Taper Lazerof
          president
          (310) 476-5413
20  1973  Victoria Lund
          president
          (818) 291-4000
21  1952  Casey Wasserman
          president, ceo
          (310) 788-7733
22  1976  R. Miller./J. Shepard
          co-trustees
          (562) 696-1433
23  1953  Norman C. Obrow
          president
          (310) 277-4488
24  1936  Steve Meier
          chairman, ceo
          (213) 680-7460
25  1984  Ted Mann
          president
          (310) 284-8528

WND - Would not disclose

N/A - Not available

(1.)Estimated value less pending payables and receivables

(2.)Estimated

(3.)Asset figures and grant information are from the fiscal 1999 and are the most current available. Figures and grant information were obtained from fdncenter.org.

Note: Unless otherwise noted, the information on this list was supplied by representatives of the organizations themselves. Organizations are ranked by air marked value of total assets. The survey was completed during the week of April 30, 2001. Carrie Estelle Doheny Foundation may have qualified for the list but did not submit survey on time. To the best of our knowledge, this information is accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions and typographical errors sometimes occur.

                            EDUCATION LEADS
             Colleges and universities receive the largest
                            share of funding
Education               25%
Health                  20%
Human Services          15%
Religion                 2%
Social Sciences          2%
International Affairs    3%
Science & Technology     3%
Environment & Animals    6%
Public/Society Benefit  12%
Arts & Culture          12%
Source: Foundation Giving Trends, 2001
Note: Table made from pie chart

[Graph omitted]