Civic Intelligence

Legg Mason Charitable Foundation Inc

EIN 31-1738146 • San Mateo, CA

One Franklin Parkway SM920/1San Mateo, CA 94403-1906
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.14x

Higher debt load relative to assets than 69% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.19x

Higher debt load relative to revenue than 71% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

12th percentile

-13%

Faster asset growth than 12% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$1,844,880

Down $287,738 (-13%) from 2024

Liabilities

Down

$250,699

Down $40,000 (-14%) from 2024

Net Assets

Down

$1,594,181

Down $247,738 (-13%) from 2024

Operations
Liabilities / Revenue71st percentileNet Margin17th percentile

Revenue

Down

$1,354,627

Down $232,919 (-15%) from 2024

Expenses

Up

$1,642,365

Up $45,879 (+2.9%) from 2024

Net Income

Down

-$287,738

Down $278,798 (-3119%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2012: $8,125,504Liabilities 2012: $637,960Net Assets 2012: $7,487,5442012Assets 2013: $7,310,675Liabilities 2013: $394,743Net Assets 2013: $6,915,9322013Assets 2016: $3,601,273Liabilities 2016: $181,228Net Assets 2016: $3,420,0452016Assets 2017: $4,579,040Liabilities 2017: $85,500Net Assets 2017: $4,493,5402017Assets 2021: $2,465,144Liabilities 2021: $105Net Assets 2021: $2,465,0392021Assets 2024: $2,132,618Liabilities 2024: $290,699Net Assets 2024: $1,841,9192024Assets 2025: $1,844,880Liabilities 2025: $250,699Net Assets 2025: $1,594,1812025

Highlighted filing

2025

Assets$1,844,880
Liabilities$250,699
Net Assets$1,594,181
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $1,409,1972012Expenses 2013: $1,043,5422013Revenue 2016: $1,000,000Expenses 2016: $1,488,371Net Income 2016: -$488,3712016Revenue 2017: $2,510,217Expenses 2017: $1,436,722Net Income 2017: $1,073,4952017Revenue 2021: $7,015Expenses 2021: $2,138,835Net Income 2021: -$2,131,8202021Revenue 2024: $1,587,546Expenses 2024: $1,596,486Net Income 2024: -$8,9402024Revenue 2025: $1,354,627Expenses 2025: $1,642,365Net Income 2025: -$287,7382025

Highlighted filing

2025

Revenue$1,354,627
Expenses$1,642,365
Net Income-$287,738
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,844,880
Liabilities
$250,699
Net assets
$1,594,181
Revenue
$1,354,627
Expenses
$1,642,365
Net income
-$287,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.25$1.59$1.35$1.64$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.29$1.84$1.59$1.60$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.01$2.14$2.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.09$4.49$2.51$1.44$1.07
2016Detailed filing. Detailed filing data is available for this year.$3.60$0.18$3.42$1.00$1.49$0.49
2013Detailed filing. Detailed filing data is available for this year.$7.31$0.39$6.92$1.04
2012Detailed filing. Detailed filing data is available for this year.$8.13$0.64$7.49$1.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 7, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA LATTINBoard Member-$0--
SELENE OHBoard Member-$0--
REGINA CURRYBoard Member-$0--
ANNIE THOMENVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYOURCAUSE LLCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCCharleston, SC, US$526,611
Paid GrantJUMPSTART FOR YOUNG CHILDREN INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCNew York, NY, US$225,000
Paid GrantJA WORLDWIDE INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCBoston, MA, US$120,000
Paid GrantGIRLS WHO INVEST INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCNew York, NY, US$75,000
Paid GrantROCK THE STREET WALL STREETGENERAL PURPOSE GRANT/CONTRIBUTIONSNCFranklin, TN, US$75,000
Paid GrantHABITAT FOR HUMANITY CANADAGENERAL PURPOSE GRANT/CONTRIBUTIONSNCToronto MC W, Ontario, CA$50,000
Paid GrantLIFEMOVESGENERAL PURPOSE GRANT/CONTRIBUTIONSNCMenlo Park, CA, US$50,000
Paid GrantPINELLAS EDUCATIONGENERAL PURPOSE GRANT/CONTRIBUTIONSNCLargo, FL, US$40,000
Paid GrantAMERICARES FOUNDATION INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCStamford, CT, US$30,000
Paid GrantSAVE THE CHILDREN FEDERATION INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCFairfield, CT, US$30,000
Paid GrantBOTTOM LINE INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCBrooklyn, NY, US$25,000
Paid GrantCALIFORNIA COMMUNITY FOUNDATIONGENERAL PURPOSE GRANT/CONTRIBUTIONSNCLos Angeles, CA, US$25,000
Paid GrantCHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTYGENERAL PURPOSE GRANT/CONTRIBUTIONSNCStamford, CT, US$25,000
Paid GrantHABITAT FOR HUMANITY OF GREATER SACRAMENTO INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCSacramento, CA, US$25,000
Paid GrantHARLEM RBI INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCNew York, NY, US$25,000
Paid GrantLIVING CLASSROOMS FOUNDATION INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCBaltimore, MD, US$25,000
Paid GrantSAN MATEO PUBLIC LIBRARY FOUNDATIONGENERAL PURPOSE GRANT/CONTRIBUTIONSNCSan Mateo, CA, US$25,000
Paid GrantWOMENS EMPOWERMENTGENERAL PURPOSE GRANT/CONTRIBUTIONSNCSacramento, CA, US$25,000
Paid GrantYMCA OF GREATER TORONTOGENERAL PURPOSE GRANT/CONTRIBUTIONSNCToronto MP Y, Ontario, CA$25,000
Paid GrantYOUTH PROJECTS LIMITEDGENERAL PURPOSE GRANT/CONTRIBUTIONSNCGlenroy, AS$25,000
Paid GrantBIG BROTHERS BIG SISTERS OF NEW YORKGENERAL PURPOSE GRANT/CONTRIBUTIONSNCNew York, NY, US$20,000
Paid GrantGIANTS COMMUNITY FUNDGENERAL PURPOSE GRANT/CONTRIBUTIONSNCSan Francisco, CA, US$20,000
Paid GrantSAN MATEO POLICE ACTIVITIES LEAGUEGENERAL PURPOSE GRANT/CONTRIBUTIONSNCSan Mateo, CA, US$15,000
Paid GrantAMERICAN NATIONAL RED CROSSGENERAL PURPOSE GRANT/CONTRIBUTIONSNCWashington DC, DC, US$10,000
Paid GrantFEEDING AMERICA TAMPA BAY INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCTampa, FL, US$10,000
Paid GrantSOCIETY OF SAINT VINCENT DE PAULGENERAL PURPOSE GRANT/CONTRIBUTIONSNCSt Petersburg, FL, US$10,000
Paid GrantBECKY WALKER SCIENCE SCHOLARSHIP INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCAtlanta, GA, US$7,500
Paid GrantFLORIDA INDEPENDENCE TRAINING AND EDUCATION CENTERGENERAL PURPOSE GRANT/CONTRIBUTIONSNCFort Lauderdale, FL, US$5,000
Paid GrantFRANKLIN ACADEMY INCORPORATEDGENERAL PURPOSE GRANT/CONTRIBUTIONSNCEast Haddam, CT, US$5,000
Paid GrantPTAD - FRIENDS OF PDFCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCPembroke, MA, US$5,000
Paid GrantREADING PARTNERSGENERAL PURPOSE GRANT/CONTRIBUTIONSNCOakland, CA, US$5,000
Paid GrantSHE CAN GLOBAL INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCMill Valley, CA, US$5,000
Paid GrantWEFOREST VZWGENERAL PURPOSE GRANT/CONTRIBUTIONSNCBrussels, BE$5,000
Paid GrantASSOCIATION FOR THE STUDY OF AFRICAN AMERICAN LIFEGENERAL PURPOSE GRANT/CONTRIBUTIONSNCWashington DC, DC, US$2,500
Paid GrantASSOCIATION OF ASIAN AMERICAN INVESTMENT MANAGERSGENERAL PURPOSE GRANT/CONTRIBUTIONSNCSan Francisco, CA, US$2,500
Paid GrantCOMMUNITY PARTNERSGENERAL PURPOSE GRANT/CONTRIBUTIONSNCLos Angeles, CA, US$2,500
Paid GrantFUNDACJA IM DOKTORA PIOTRA JANASZKA PODAJ DALEJGENERAL PURPOSE GRANT/CONTRIBUTIONSNCKonin, PL$2,500
Paid GrantGIRLS WHO CODE INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCNew York, NY, US$2,500
Paid GrantLAZARUS HOUSE INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCLawrence, MA, US$2,500
Paid GrantMEDAL OF HONOR FOUNDATION INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCMt Pleasant, SC, US$2,500
Paid GrantPRINCES TRUSTGENERAL PURPOSE GRANT/CONTRIBUTIONSNCLondon SE EG, UK$2,500
Paid GrantRAINBOW RAILROAD USA INCGENERAL PURPOSE GRANT/CONTRIBUTIONSNCNew York, NY, US$2,500
Paid GrantSCOTLAND YARD ADVENTURE CENTREGENERAL PURPOSE GRANT/CONTRIBUTIONSNCEdinburgh EH EH, UK$2,500
Filing and Contact Details

Filer

Filer Name
Franklin Templeton Charitable Foundation Inc
EIN
31-1738146
In Care Of
% ANGIE MILLETTE
Phone
6503123146
Address
One Franklin Parkway SM920/1, San Mateo, CA 94403-1906

Signing Officer

Name
Annie Thomen
Title
Vice-president
Phone
6503123146
Signed
2026-01-07
Raw XML AppendixShowing 400 of 659 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PART 1, LINES 13-23
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0LEGG MASON, INC. PAYS ALL OF THE OPERATING EXPENSES OF THE FOUNDATION. THE OPERATING EXPENSES INCLUDE ALL EXPENSES ATTRIBUTABLE TO ITS OPERATIONS INCLUDING LEGAL FEES, PROFESSIONAL SERVICES AND PAYROLL. THE PAYMENT OF THESE EXPENSES HAS NOT BEEN REFLECTED IN THE RETURN.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3ONE FRANKLIN PARKWAY SM920/1
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