2024-10-23T16:04:48-05:00 2023-12-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990PF 2023-01-01 952114455 ANN PEPPERS FOUNDATION ANNP 6264415188 177 E COLORADO BLVD 800 PASADENA CA 91105 PEGINE E GRAYSON SECRETARY/EXECUTIVE DIRECTOR 6264415188 2024-10-23 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2023 2024-10-15 13:58:12Z X X 42771908 X X 335141 335141 453357 453357 2004169 13000314 1969834 0 -13906 2792667 2744426 0 72000 18000 0 54000 17150 4287 0 12863 543333 54333 0 489000 38102 2168 0 0 12702 0 0 12702 683287 78788 0 568565 1826473 1851000 2509760 78788 0 2419565 282907 2665638 0 1322758 1147704 1147704 9704 10990 10990 2946591 3030594 3030594 25974781 31232450 31232450 3535321 4631749 4631749 2433604 2569760 2569760 111958 148661 148661 36334717 42771908 42771908 41563 40621 424527 400000 188641 285789 654731 726410 X 35679986 42045498 35679986 42045498 36334717 42771908 35679986 282907 6174217 42137110 91612 42045498 SALE OF PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 13000314 10996145 2004169 2004169 WTC MULTI STRATEGY FUND OFFSHORE LLC P 2023-01-01 2023-12-31 -34335 -34335 1969834 37052 0 37052 0 37052 45269 0 1000 0 46269 X 0 9217 9217 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 N/A WHITTIER TRUST COMPANY 6264415188 177 E COLORADO BLVD 800 PASADENA CA 91105 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PHILIP A SWAN 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 PRESIDENT/DIRECTOR 3.00 18000 0 0 JENNIFER F DEVOLL 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 VICE PRESIDENT/DIRECTOR 3.00 18000 0 0 LAWAYNE WILLIAMS 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 TREASURER/DIRECTOR 3.00 18000 0 0 PEGINE GRAYSON 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 SECRETARY/EXECUTIVE DIRECTOR 3.00 0 0 0 MARY J MACHADO SCHAMMEL 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 AUDIT CHAIR/DIRECTOR 3.00 18000 0 0 NONE 0 WHITTIER TRUST COMPANY 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 PHILANTHROPIC SVCS & INVESTMENT MGMT 543333 0 0 35033096 2340202 3150068 40523366 0 0 40523366 607850 39915516 1995776 1995776 37052 37052 1958724 0 1958724 0 1958724 2419565 0 2419565 1958724 0 0 232573 232573 2419565 0 0 0 1958724 460841 0 0 693414 0 0 0 0 0 0 0 693414 232573 460841 WHITTIER TRUST PHILANTHROPIC SERVIC 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 6264415188 FOR SUBMISSION GUIDELINES AND FORMAT, PLEASE CONTACT WHITTIER TRUST PHILANTHROPIC SERVICES. FOR SUBMISSION GUIDELINES AND FORMAT, PLEASE CONTACT WHITTIER TRUST PHILANTHROPIC SERVICES. GRANTS ARE MADE IN SUPPORT OF EDUCATION, SOCIAL SERVICES AND ARTS IN THE LOS ANGELES COUNTY AREA. A NOISE WITHIN 3352 E FOOTHILL BLVD PASADENA CA 91107 NONE PC EDUCATION PROGRAM - 2-YEAR GRANT 30000 A PLACE CALLED HOME 2830 SOUTH CENTRAL AVENUE LOS ANGELES CA 90011 NONE PC ARTS & CREATIVE EXPRESSIONS PROGRAM 25000 AMERICAN WOMEN FOR INTERNATIONAL UNDERSTANDING (AWIU) 1900 EAST GOLF ROAD SUITE 950 SCHAUMBURG IL 60173 NONE PC 2024 INTERNATIONAL WOMEN OF COURAGE CELEBRATION - M. SCHAMMEL 15000 ARMORY CENTER FOR THE ARTS 145 NORTH RAYMOND AVENUE PASADENA CA 91103 NONE PC 2-YR GENERAL OPERATING SUPPORT $60K & $50K CAPITAL CAMPAIGN 80000 ARROYOS AND FOOTHILLS CONSERVANCY PO BOX 1 PASADENA CA 91102 NONE PC CONSERVATION THROUGH EDUCATION PROGRAM 30000 ARROYOS AND FOOTHILLS CONSERVANCY PO BOX 1 PASADENA CA 91102 NONE PC GENERAL OPERATING SUPPORT 5000 BOYS AND GIRLS CLUB OF PASADENA 3230 EAST DEL MAR BLVD PASADENA CA 91107 NONE PC ENRICHMENT & EDUCATION PROGRAMS 30000 BOYS AND GIRLS CLUB OF WEST SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 NONE PC EDUCATION FOR LIFE PROGRAM 30000 CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLEY 331 W SIERRA MADRE BLVD SIERRA MADRE CA 91024 NONE PC MEN'S CANCER PATIENT SUPPORT GROUP 25000 CASA DE LAS AMIGAS DBA CASA TREATMENT CENTER 160 N EL MOLINO AVENUE PASADENA CA 91101 NONE PC GENERAL OPERATING SUPPORT 30000 COLLEGE ACCESS PLAN 871 E WASHINGTON BLVD PASADENA CA 91104 NONE PC GENERAL OPERATING SUPPORT FOR PASADENA PROGRAMS 30000 COLLEGE ACCESS PLAN 871 E WASHINGTON BLVD PASADENA CA 91104 NONE PC YEAR-END GIVING CAMPAIGN 5000 CONVALESCENT AID SOCIETY 3255 E FOOTHILL BLVD PASADENA CA 91222 NONE PC GENERAL OPERATING SUPPORT - PASADENA AREA 30000 DOOR OF HOPE 669 N LOS ROBLES AVE PASADENA CA 91105 NONE PC CAPITAL CAMPAIGN 100000 DOOR OF HOPE 669 N LOS ROBLES AVE PASADENA CA 91105 NONE PC TRANSITIONAL HOUSING AND HOMELESSNESS PREVENTION 30000 ECUMENICAL COUNCIL OF PASADENA AREA CONGREGATIONS DBA FRIENDS IN DEED 444 E WASHINGTON BLVD PASADENA CA 91104 NONE PC GENERAL OPERATING SUPPORT 25000 FAMILIES FORWARD (FORMERLY MOTHERS' CLUB) 980 N FAIR OAKS AVE PASADENA CA 91103 NONE PC GENERAL OPERATING SUPPORT 30000 FAMILY HOPE (DBA ELIZABETH HOUSE) PO BOX 94077 PASADENA CA 91101 NONE PC GENERAL OPERATING SUPPORT 30000 FLINTRIDGE CENTER 236 WEST MOUNTAIN STREET SUITE 106 PASADENA CA 91103 NONE PC YOUTH OF PROMISE PROGRAM 30000 FOOTHILL UNITY CENTER 191 N OAK AVE PASADENA CA 91107 NONE PC GENERAL OPERATING SUPPORT 30000 FROSTIG CENTER 941 NORTH ALTADENA DRIVE PASADENA CA 91107 NONE PC GENERAL OPERATING SUPPORT FOR FROSTIG SCHOOL 2023-2024 SCHOOL YEAR PASADENA CAMPUS 30000 FUND FOR PARTNERSHIP FOR SUCCESS 1030 E CALIFORNIA BLVD PASADENA CA 91106 NONE PC GENERAL OPERATING SUPPORT FOR 2023 EDUCATION PROGRAMS 30000 GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 NONE PC GEORGETOWN INSTITUTE FOR WOMEN, PEACE & SECURITY 10000 GET LIT WORDS IGNITE 672 S LA FAYETTE PARK PLACE LOS ANGELES CA 90057 NONE PC IN-SCHOOL PROGRAM IN PASADENA & SGV 2023-2024 25000 HUNTINGTON MEDICAL RESEARCH INSTITUTES (HMRI) 686 SOUTH FAIR OAKS AVENUE PASADENA CA 91105 NONE PC HMRI HIGH SCHOOL STEM SUMMER 2023 PROGRAM 30000 INNER-CITY ARTS 720 KOHLER STREET LOS ANGELES CA 90021 NONE PC LEARNING THROUGH THE ARTS PROGRAM 2-YR GRANT 30000 JERICHO ROAD PASADENA 75 SOUTH GRAND AVENUE PASADENA CA 91105 NONE PC NONPROFIT CAPACITY BUILDING SERVICE 20000 KIDSPACE CHILDREN'S MUSEUM 480 N ARROYO BLVD PASADENA CA 91103 NONE PC YOUTH EDUCATION PROGRAMS 25000 KIDSPACE CHILDREN'S MUSEUM 480 N ARROYO BLVD PASADENA CA 91103 NONE PC CAPITAL CAMPAIGN 50000 LOS ANGELES CHILDREN'S CHORUS 585 E COLORADO BLVD PASADENA CA 91101 NONE PC GENERAL OPERATING SUPPORT FOR THE 2023 2024 SEASON 30000 LOS ANGELES MASTER CHORALE ASSOCIATION 135 NORTH GRAND AVENUE LOS ANGELES CA 90012 NONE PC 2024 & 2025 HIGH SCHOOL CHOIR FESTIVAL - 2-YR GRANT 30000 MUSEIQUE 300 E GREEN STREET 3RD FLOOR PASADENA CA 91101 NONE PC COMMUNITY ENGAGEMENT & SCHOOL-BASED PROGRAMS 25000 NEW VILLAGE GIRLS ACADEMY NEW VILLAGE CHARTER SCHOOL INC 147 N OCCIDENTAL BOULEVARD LOS ANGELES CA 90026 NONE PC YOUTH EDUCATION PROGRAMS 30000 PARSON'S NOSE THEATER 95 N MARENGO AVE SUITE 110 PASADENA CA 91101 NONE PC GENERAL OPERATING SUPPORT 15000 PARTNERS IN CARE FOUNDATION 732 MOTT STREET SUITE 150 SAN FERNANDO CA 91340 NONE PC ENHANCED CARE MANAGEMENT PROGRAM 25000 PASADENA CITY COLLEGE FOUNDATION 1570 E COLORADO BLVD PASADENA CA 91106 NONE PC ANN PEPPERS FOUNDATION 176000 PASADENA COMMUNITY FOUNDATION 301 E COLORADO BLVD SUITE 810 PASADENA CA 91101 NONE PC DEVOLL DONOR ADVISED FUND 25000 PASADENA CONSERVATORY OF MUSIC (PCM) 100 NORTH HILL AVENUE PASADENA CA 91106 NONE PC 2023-2024 MUSIC EDUCATION AND PERFORMANCE PROGRAMS 30000 PASADENA EDUCATIONAL FOUNDATION 351 SOUTH HUDSON AVENUE PASADENA CA 91101 NONE PC SUMMER LEARNING AND ENRICHMENT PROGRAMS 30000 PASADENA EDUCATIONAL FOUNDATION 351 SOUTH HUDSON AVENUE PASADENA CA 91101 NONE PC GENERAL OPERATING SUPPORT 16000 PASADENA EDUCATIONAL FOUNDATION 351 SOUTH HUDSON AVENUE PASADENA CA 91101 NONE PC JOHN MUIR HS BASEBALL PROGRAM 4000 PASADENA PLAYHOUSE STATE THEATER OF CALIFORNIA INC 39 SOUTH EL MOLINO AVENUE PASADENA CA 91101 NONE PC GENERAL OPERATING SUPPORT FOR THE 2023-2024 SEASON - 2-YR GRANT 30000 PASADENA SYMPHONY ASSOCIATION 150 S LOS ROBLES AVE SUITE 460 PASADENA CA 91101 NONE PC GENERAL OPERATING SUPPORT 30000 PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY 2333 LAKE AVENUE ALTADENA CA 91001 NONE PC PPPSGV STI INITIATIVE 25000 PROFESSIONAL CHILD DEVELOPMENT ASSOCIATES 620 N LAKE AVENUE PASADENA CA 91101 NONE PC GENERAL OPERATING SUPPORT 25000 READING PARTNERS 638 3RD STREET OAKLAND CA 94607 NONE PC READING PARTNERS CONNECTS & IN-PERSON TUTORING PROGRAM IN PASADENA 30000 RED HEN PRESS PO BOX 40820 PASADENA CA 91114 NONE PC WRITING SUPPORT FOR UNDERSERVED PUSD STUDENTS 15000 SALASTINA PO BOX 4164 GLENDALE CA 91222 NONE PC GENERAL OPERATING SUPPORT 10000 SALASTINA PO BOX 4164 GLENDALE CA 91222 NONE PC VITAL SOUNDS PROGRAM 20000 SOCIAL GOOD FUND 12651 SAN PABLO AVE 5473 RICHMOND CA 94805 NONE PC MAKING HOUSING AND COMMUNITY HAPPEN - SAFE PARKING PROGRAM 10000 SOUTH PASADENA SAN MARINO YMCA 1605 GARFIELD AVE SOUTH PASADENA CA 91030 NONE PC YOUTH IN GOVERNMENT PROGRAM 30000 SOUTHERN CALIFORNIA PUBLIC RADIO 474 SOUTH RAYMOND AVENUE PASADENA CA 91105 NONE PC ENVIRONMENTAL REPORTING 10000 THE GOODEN CENTER 191 N EL MOLINO AVE PASADENA CA 91101 NONE PC 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AND DIV. RECEIVABLE 111958 148661 148661 DEFERRED FEDERAL EXCISE TAXES 91612 INSURANCE EXPENSE 750 0 0 750 MISCELLANEOUS EXPENSE 5637 0 0 5637 DUES 6315 0 0 6315 ICAPITAL BTAS VII OFFSHORE -8287 WTC MULTI STRATEGY FUND OFFSHORE LLC -5402 INDUSTRY VENTURES SECONDARY X, L.P. -217 UNREALIZED GAIN 6174217 DEFERRED EXCISE TAX 188641 285789 INVESTMENT MGMT FEES 54333 54333 0 0 PHILANTHROPIC SVCS FEES 489000 0 0 489000 FOREIGN TAXES 2168 2168 0 0 FILING FEES 220 0 0 0 FEDERAL EXCISE TAX 35714 0 0 0