W W W FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- W W W FOUNDATION (EIN 95-3694741)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-04
- IRS object ID
- 202303089349100500
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-04T06:44:16-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953694741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WWW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WWWF | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE 360 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGINE GRAYSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PEGINE | PersonFirstNm |
| Person Last | GRAYSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2023-10-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $76,805,558 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $252,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $252,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,218,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,489,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $599,274 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,694 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $293,089 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,485,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,144,791 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $634,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $182,897 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $451,435 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,014 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $305 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,661 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,415 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,246 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,753 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $938 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $710,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $473,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,030,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,006,377 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,741,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,479,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,256,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $954,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,983 | CashBOYAmt |
| Cash EOY | $2,764 | CashEOYAmt |
| Cash EOYFMV | $2,764 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $947,831 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $944,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $944,388 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $83,230 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $83,230 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $248,028 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,530,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,525,315 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,525,315 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,027,265 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $82,711,514 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,235,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,235,531 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,966 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,330 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,330 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $100,479,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,805,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,805,558 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $65,428 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $48,723 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,028,212 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,052,540 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $883,599 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $599,519 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,977,239 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,700,782 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,489,637 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $67,334,052 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $9,012,585 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,770,724 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,502,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,104,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,479,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,805,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,502,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,256,289 | ExcessRevenueOverExpensesAmt |
| Other Increases | $283,818 | OtherIncreasesAmt |
| Subtotal | $94,529,751 | SubtotalAmt |
| Other Decreases | $20,424,975 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,104,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $6,489,313 | $5,545,933 | $943,380 | $943,380 | |
| GREATPOINT VENTURES INNOVATION FUND II, LP | 2022-01-01 | 2022-12-31 | $31 | $31 | P | ||
| MULTIVERSE INVESTMENT FUND I, LP | 2022-01-01 | 2022-12-31 | -$9,742 | -$9,742 | P | ||
| WHITTIER CORE FIXED INCOME FUND LLC | 2022-01-01 | 2022-12-31 | -$310,486 | -$310,486 | P | ||
| WHITTIER CORPORATE AMERICA FUND, LP | 2022-01-01 | 2022-12-31 | $235,861 | $235,861 | P | ||
| WHITTIER INTERNATIONAL FUND A LP (LAYT) | 2022-01-01 | 2022-12-31 | -$17,089 | -$17,089 | P | ||
| WHITTIER INTERNATIONAL FUND A LP | 2022-01-01 | 2022-12-31 | -$215,675 | -$215,675 | P | ||
| WHITTIER SMID CAP FUND (LAYT) | 2022-01-01 | 2022-12-31 | -$30,508 | -$30,508 | P | ||
| WHITTIER SMID CAP FUND | 2022-01-01 | 2022-12-31 | -$393,154 | -$393,154 | P | ||
| WHITTIER VALUE FUND A, LP (LAYT) | 2022-01-01 | 2022-12-31 | $32,489 | $32,489 | P | ||
| WHITTIER VALUE FUND A, LP | 2022-01-01 | 2022-12-31 | $364,167 | $364,167 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $599,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,446 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $98,446 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $85,180 | OverpaymentAmt |
| Applied To ES Tax | $85,180 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE 360 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHARON H BRADFORD | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BRYCE W RHODES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| WINIFRED W RHODES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| PEGINE E GRAYSON | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY/EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID A DAHL | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | CHIEF FINANCIAL OFFICER | 2.00 | $0 | $0 | $0 |
| MARCIA W CONSTANCE | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRETT E HODGES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN M HODGES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ADAM J RHODES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| EMERY W RHODES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ARLO G SORENSEN | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHILANTHROPIC SVCS & INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $558,028 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,832,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,047,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $62,249,861 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,129,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,129,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,141,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,987,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,749,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,749,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,266 | TotalTaxAmt |
| Distributable Before Adj | $3,736,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,736,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,736,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,479,423 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,479,423 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,736,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $720,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $607,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $234,268 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,651,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,479,423 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,736,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $743,302 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,394,895 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,394,895 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $720,166 | ExcessFromYear4Amt |
| Excess From Year3 | $607,428 | ExcessFromYear3Amt |
| Excess From Year2 | $234,268 | ExcessFromYear2Amt |
| Excess From Year1 | $89,731 | ExcessFromYear1Amt |
| Excess From Current Year | $743,302 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A ROCHA USA | ||||||||||||
| PO BOX 223 | WHEATON | IL | 60187 | NONE | PC | KARIOI PROJECT IN RAGLAND NZ | $17,000 | |||||
| AFRICAN WOMEN RISING | ||||||||||||
| 801 COLD SPRING ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $130,000 | |||||
| AFRICAN WOMEN RISING | ||||||||||||
| 801 COLD SPRING ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | PROGRAM SUPPORT FOR UN REFUGEE CAMP PROJECT | $15,000 | |||||
| ANGELS FOSTER CARE OF SANTA BARBARA | ||||||||||||
| 3905 STATE ST UNIT 7-115 | SANTA BARBARA | CA | 93105 | NONE | PC | HELPING SUPPORT AND PLACE FOSTER BABIES INTO HOMES | $4,000 | |||||
| ARBORETUM FOUNDATION | ||||||||||||
| 2300 ARBORETUM DRIVE EAST | SEATTLE | WA | 98112 | NONE | PC | WASHINGTON PARK ARBORETUM - GENERAL OPERATING SUPPORT | $20,000 | |||||
| BAPTIST HEALTH FOUNDATION | ||||||||||||
| 6855 S RED ROAD | CORAL GABLES | FL | 33146 | NONE | PC | TO BE USED AT THE DISCRETION OF DR UDELSMAN | $10,000 | |||||
| BERRY CENTER INC | ||||||||||||
| PO BOX 582 | NEW CASTLE | KY | 40050 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| BOYS & GIRLS CLUBS OF METRO LOS ANGELES | ||||||||||||
| 5029 VERMONT AVE | LOS ANGELES | CA | 90037 | NONE | PC | $200K TO SUPPORT THE TENNIS PROGRAM AND $75K FOR GENERAL OPERATING SUPPORT | $275,000 | |||||
| BOYS & GIRLS CLUBS OF METRO LOS ANGELES | ||||||||||||
| 5029 VERMONT AVE | LOS ANGELES | CA | 90037 | NONE | PC | EDUCATIONAL PROGRAMS | $56,500 | |||||
| CARE4PAWS | ||||||||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| CANCER SUPPORT COMMUNITY REDONDO BEACH | ||||||||||||
| 2601 AIRPORT DR SUITE 100 | TORRANCE | CA | 90505 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| CATE SCHOOL | ||||||||||||
| 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | NONE | PC | SUPPORT STUDENTS DOING ENVIRONMENTAL WORK - AR | $10,000 | |||||
| CATE SCHOOL | ||||||||||||
| 1960 CATE MESA ROAD | CARPINTERIA | CA | 93013 | NONE | PC | SUPPORT STUDENTS DOING ENVIRONMENTAL WORK - ER | $10,000 | |||||
| CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS | ||||||||||||
| 598 N FAIRVIEW AVENUE | GOLETA | CA | 93117 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| CHABAD OF NORTHERN NEVADA INC | ||||||||||||
| 3600 CLOVER WAY | RENO | NV | 89509 | NONE | PC | ALEPH ACADEMY | $5,000 | |||||
| CHANNEL ISLANDS RESTORATION | ||||||||||||
| 928 CARPINTERIA ST STE 3 | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | NZ FISH AND GAME/WILDLIFE - TO SUPPORT LEGAL EXPENSES - BRYCE RHODES (WWW FOUNDATION) | $35,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | BIG SCRUB LANDCARE (AUSTRALIA) - GENERAL OPERATING SUPPORT | $15,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | RAINFOREST RESCUE (AUSTRALIA) - GENERAL OPERATING SUPPORT | $15,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | HEAD ON PHOTO FESTIVAL (AUSTRALIA) - GENERAL OPERATING SUPPORT | $10,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | MONASH GALLERY OF ART (AUSTRALIA) - GENERAL OPERATING SUPPORT | $10,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | BRUNSWICK VALLEY LANDCARE (AUSTRALIA) - GENERAL OPERATING SUPPORT | $10,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | ART NORTHERN RIVERS (AUSTRALIA) - GENERAL OPERATING SUPPORT | $10,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | AUSTRALIAN CONSERVATION FOUNDATION (AUSTRALIA) - GENERAL OPERATING SUPPORT | $10,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| CHILDREN'S DISCOVERY FOUNDATION (FUNHOUSE COMMONS) | ||||||||||||
| 30 PEA PATCH LN | EASTSOUND | WA | 98245 | NONE | PC | ORCAS ISLAND FUNHOUSE PROGRAMS | $20,000 | |||||
| CHRIS BERTISH FOUNDATION INC | ||||||||||||
| 5328 ALHAMA DR | WOODLAND HILLS | CA | 91364 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| CLAY STUDIO | ||||||||||||
| 1351 HOLIDAY HILL RD | GOLETA | CA | 93117 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| COASTAL RANCHES CONSERVANCY | ||||||||||||
| 1482 E VALLEY RD STE 135 | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| COMMUNITY ARTS MUSIC ASSOCIATION OF SANTA BARBARA | ||||||||||||
| 2060 ALAMEDA PADRE SERRA SUITE 201 | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| COMMUNITY ENVIRONMENTAL COUNCIL | ||||||||||||
| PO BOX 90660 | SANTA BARBARA | CA | 93190 | NONE | PC | CLIMATE CHANGE CAMPAIGN | $15,000 | |||||
| COURT APPOINTED SPECIAL ADVOCATES OF SANTA BARBARA COUNTY | ||||||||||||
| 2125 S BROADWAY SUITE 106 | SANTA MARIA | CA | 93454 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| CRYSTAL COVE CONSERVANCY | ||||||||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | NONE | PC | NORTH BEACH INFRASTRUCTURE PROJECT | $100,000 | |||||
| ELINGS PARK FOUNDATION | ||||||||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | ELINGS PARK CAPITAL CAMPAIGN | $75,000 | |||||
| EQUUS SURVIVAL TRUST | ||||||||||||
| 130 LUMBER PLANT ROAD | LOWGAP | NC | 27024 | NONE | PC | AKHAL-TAKE ASSOCIATION OF AMERICA - GENERAL OPERATING SUPPORT | $30,000 | |||||
| FARMWORKER JUSTICE FUND INC | ||||||||||||
| 1126 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| FIRST THINGS FOUNDATION INC | ||||||||||||
| 4001 SANTA BARBARA BLVD 412 | NAPLES | FL | 34104 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| FOTOFEST INC | ||||||||||||
| 2000 EDWARDS STREET BLDG C STE 2 | HOUSTON | TX | 77007 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| FRIENDS OF THE AUSTRALIAN BUSH HERITAGE FUND | ||||||||||||
| PO BOX 2013 | FORT BRAGG | CA | 95437 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| FRIENDS OF THE GALLATIN NATIONAL FOREST AVALANCHE CENTER (GNFAC) | ||||||||||||
| PO BOX 6799 | BOZEMAN | MT | 59715 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| FULFILLMENT FUND | ||||||||||||
| 6100 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| FUND FOR SANTA BARBARA INC | ||||||||||||
| 26 WEST ANAPAMU STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SUPPORT FOR THE NONPROFIT RESOURCE NETWORK (NPRN) | $2,500 | |||||
| FUNGI FOUNDATION INC | ||||||||||||
| 716 MARCY AVE | BROOKLYN | NY | 11216 | NONE | PC | TO SUPPORT EDUCATION AND EXPEDITION EXPENSES | $10,000 | |||||
| GENERATION PLEDGE | ||||||||||||
| 36 UNDERCLIFF RD | MILLBURN | NJ | 07041 | NONE | PC | FLOURISHING CENTER - SCHOLARSHIPS FOR LOW-INCOME STUDENTS WITHIN THE POSITIVE PSYCHOLOGY PROGRAM | $5,000 | |||||
| GLOBAL CITIZEN | ||||||||||||
| 740 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| GREATER HORIZONS | ||||||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | CHARITABLE PURPOSES | $25,000 | |||||
| GREATER SANTA BARBARA ICE SKATING ASSOCIATION | ||||||||||||
| 6985 SANTA FELICIA DRIVE | GOLETA | CA | 93117 | NONE | PC | ICE IN PARADISE - GENERAL OPERATING SUPPORT | $10,000 | |||||
| HEAL THE OCEAN | ||||||||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93190 | NONE | PC | GENERAL OPERATING SUPPORT | $22,500 | |||||
| HELEN WOODWARD ANIMAL CENTER | ||||||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | NEW ADOPTIONS BUILDING CAPITAL CAMPAIGN | $710,714 | |||||
| HELEN WOODWARD ANIMAL CENTER | ||||||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | SPRING FLING - GENERAL OPERATING SUPPORT | $30,000 | |||||
| HELEN WOODWARD ANIMAL CENTER | ||||||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | HOPE TELETHON - GENERAL OPERATING SUPPORT | $15,000 | |||||
| HELEN WOODWARD ANIMAL CENTER | ||||||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL OPERATING SUPPORT | $485,000 | |||||
| HOAG HOSPITAL FOUNDATION | ||||||||||||
| 330 PLACENTIA AVE 100 | NEWPORT BEACH | CA | 92663 | NONE | PC | TO SUPPORT NURSING PROGRAMS | $15,000 | |||||
| HUMOROLOGY INC | ||||||||||||
| 333 EAST CAMPUS MALL RM 184 | MADISON | WI | 53715 | NONE | PC | CANOPY CENTER - IN HONOR OF MACKENZIE GORDON | $1,000 | |||||
| INSTITUTE FOR JUSTICE | ||||||||||||
| 901 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| ISHA FOUNDATION | ||||||||||||
| 951 ISHA LANE | MCMINNVILLE | TN | 37110 | NONE | PC | TO SUPPORT THE NEW CENTER IN LOS ANGELES WHICH WILL PROVIDE AN INCREDIBLE MEDITATION AND YOGA FOR OUR COMMUNITIES IN THE AREA. | $10,000 | |||||
| KCETLINK | ||||||||||||
| 2900 W ALAMEDA AVENUE | BURBANK | CA | 91505 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| KEEP TRUCKEE MEADOWS BEAUTIFUL | ||||||||||||
| PO BOX 7412 | RENO | NV | 89510 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| LAGUNA BLANCA SCHOOL | ||||||||||||
| 4125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | NONE | PC | WHITTIER SUMMER CAMP FUND - TO SUPPORT DISADVANTAGED STUDENTS IN SUMMER CAMP PROGRAMS. | $25,000 | |||||
| LAGUNA BLANCA SCHOOL | ||||||||||||
| 4125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| LOBERO THEATRE FOUNDATION | ||||||||||||
| 33 E CANNON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | OVATION CAMPAIGN | $50,000 | |||||
| LOBERO THEATRE FOUNDATION | ||||||||||||
| 33 E CANNON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | OVATION CELEBRATION CAMPAIGN | $40,000 | |||||
| LOBERO THEATRE FOUNDATION | ||||||||||||
| 33 E CANNON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 | |||||
| LONG LIVE THE KINGS | ||||||||||||
| 1326 5TH AVENUE 450 | SEATTLE | WA | 98101 | NONE | PC | GENERAL OPERATING SUPPORT | $80,000 | |||||
| LOS PADRES FOREST WATCH INC | ||||||||||||
| POST OFFICE BOX 831 | SANTA BARBARA | CA | 93102 | NONE | PC | TO DEFEND OLD GROWTH FORESTS IN THE LOS PADRES FOREST | $9,500 | |||||
| LOS PADRES FOREST WATCH INC | ||||||||||||
| POST OFFICE BOX 831 | SANTA BARBARA | CA | 93102 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| MAMA BABY INTERNATIONAL | ||||||||||||
| PO BOX 3061 | NEWBERG | OR | 97132 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| MATRICULATE | ||||||||||||
| 1375 CONEY ISLAND AVE PMB 1011 | BROOKLYN | NY | 11230 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| MOTE MARINE LABORATORY | ||||||||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 | |||||
| NEW VILLAGE GIRLS ACADEMY NEW VILLAGE CHARTER SCHOOL INC | ||||||||||||
| 147 N OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| NINOS DEL SOL INC | ||||||||||||
| 177 BLEECKER ST 16 | NEW YORK | NY | 10012 | NONE | PC | COSTA VERDE SCHOOL - GENERAL OPERATING SUPPORT | $15,000 | |||||
| OLD SPANISH DAYS IN SANTA BARBARA INC | ||||||||||||
| PO BOX 21557 | SANTA BARBARA | CA | 93121 | NONE | PC | DE LA GUERRA WEDDING PARTY FIESTA PARADE | $25,000 | |||||
| ONE EARTH PHILANTHROPY | ||||||||||||
| 8611 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PC | DAUGHTERS FOR EARTH - GENERAL OPERATING SUPPORT | $5,000 | |||||
| ORANGE COUNTY UNITED WAY | ||||||||||||
| 18012 MITCHELL SOUTH | IRVINE | CA | 92614 | NONE | PC | GENERAL OPERATING SUPPORT | $65,000 | |||||
| ORCAS ISLAND COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 1496 | EASTSOUND | WA | 98245 | NONE | PC | PROGRAM SUPPORT | $56,500 | |||||
| ORCAS ISLAND COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 1496 | EASTSOUND | WA | 98245 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| PENINSULA COMMITTEE CHILDREN'S HOSPITAL | ||||||||||||
| P O BOX 801 | PALOS VERDES ESTATES | CA | 90274 | NONE | PC | TO SUPPORT ENDOWMENT PROJECTS FOR CHILDRENS HOSPITAL LA | $5,000 | |||||
| PEOPLES ANTI-CRUELTY ASSOCIATION OF NEW MEXICO INC | ||||||||||||
| PO BOX 21280 | ALBUQUERQUE | NM | 87154 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| PHOTOGRAPHERS WITHOUT BORDERS | ||||||||||||
| 23 DIVISION ST | SARATOGA SPRINGS | NY | 12866 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | ||||||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PC | GENERAL OPERATING SUPPORT | $99,000 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | ||||||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PC | UC DAVIS SEA DOC SOCIETY GENERAL OPERATING SUPPORT | $10,000 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||||||
| 9500 GILMAN DRIVE MAIL CODE 0940 | LA JOLLA | CA | 92093 | NONE | PC | UCSD SCRIPPS INST OF OCEANOGRAPHY (COLLECTIONS) | $10,000 | |||||
| SAINT NICHOLAS CHURCH ODDINGTON UK | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $8,450 | CHURCH RD | ODDINGTON | UK | GL56 0XE | |||||
| SAN DIEGO NATURAL HISTORY MUSEUM | ||||||||||||
| P O BOX 121390 | SAN DIEGO | CA | 92112 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SAN GABRIEL PASTORAL REGION | ||||||||||||
| 16009 E CYPRESS AVE | IRWINDALE | CA | 91706 | NONE | PC | GENERAL OPERATING SUPPORT - SAN GABRIEL PASTORAL REGION | $20,000 | |||||
| SANTA BARBARA BIRTH CENTER | ||||||||||||
| 2958 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SANTA BARBARA BIRTH CENTER | ||||||||||||
| 2958 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT SCHOLARSHIPS FOR WOMEN GIVING BIRTH IN CONSCIOUS WAYS | $5,000 | |||||
| SANTA BARBARA BOTANIC GARDEN INC | ||||||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | BACKCOUNTRY PROJECT | $25,000 | |||||
| SANTA BARBARA BOWL FOUNDATION | ||||||||||||
| 1122 NORTH MILPAS STREET | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| SANTA BARBARA BUCKET BRIGADE | ||||||||||||
| PO BOX 50640 | SANTA BARBARA | CA | 93150 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC GRANADA THEATER | ||||||||||||
| 1214 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT OUTREACH AND COMMUNITY BENEFIT PROJECTS IN WHICH THE GRANADA THEATER IS INVOLVED | $10,000 | |||||
| SANTA BARBARA CITY COLLEGE FOUNDATION | ||||||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | SANTA BARBARA CITY COLLEGE ENGLISH AS A SECOND LANGUAGE PROGRAM | $10,000 | |||||
| SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENTER AKA THE MARJORIE LUKE | ||||||||||||
| 721 E COTA STREET | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| SANTA BARBARA FOUNDATION | ||||||||||||
| 1111 CHAPALA STREET SUITE 200 | SANTA BARBARA | CA | 93101 | NONE | PC | TO SUPPORT THE KEY CLASS | $10,000 | |||||
| SANTA BARBARA HISTORICAL MUSEUM | ||||||||||||
| 136 EAST DE LA GUERRA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $85,000 | |||||
| SANTA BARBARA HISTORICAL MUSEUM | ||||||||||||
| 136 EAST DE LA GUERRA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | LA FIESTA DEL MUSEO | $5,000 | |||||
| SANTA BARBARA MARITIME MUSEUM | ||||||||||||
| 113 HARBOR WAY | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SANTA BARBARA MUSEUM OF ART | ||||||||||||
| 1130 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | COLLECTIONS CARE PROJECT | $25,000 | |||||
| SANTA BARBARA SHOWGROUNDS FOUNDATION | ||||||||||||
| 3400 CALLE REAL | SANTA BARBARA | CA | 93105 | NONE | PC | SANTA BARBARA NATIONAL HORSE SHOW & ROCKY MOUNTAIN HORSE JUDGE | $5,000 | |||||
| SAVE OUR WILD SALMON COALITION | ||||||||||||
| 811 FIRST AVE | SEATTLE | WA | 98104 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| SB SHARKS FOOTBALL | ||||||||||||
| 1235 SAN ANDRES ST | SANTA BARBARA | CA | 93101 | NONE | PF | TO PROVIDE FIELD/GYM SPACE FOR PRACTICES/GAMES AND KEEP THE COST AFFORDABLE | $6,713 | |||||
| SEATTLE AQUARIUM | ||||||||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| SEATTLE JAZZED | ||||||||||||
| 380 BOREN AVE N | SEATTLE | WA | 98109 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| SOUTHWEST MONTANA MOUNTAIN BIKE ASSOCIATION | ||||||||||||
| PO BOX 1855 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES | ||||||||||||
| 397 PANAMA MALL | STANFORD | CA | 94305 | NONE | PC | GENERAL OPERATING SUPPORT - SCHOOL OF EARTH SCIENCES | $10,000 | |||||
| STATE STREET BALLET | ||||||||||||
| 2285 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| THE ASPEN INSTITUTE | ||||||||||||
| 1000 NORTH THIRD ST | ASEPN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE DALMATIANS DREAM FOUNDATION DBA DREAM FOUNDATION | ||||||||||||
| 1528 CHAPALA ST STE 304 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE GIVING BACK FUND | ||||||||||||
| 2208 CANYONBACK ROAD | LOS ANGELES | CA | 90049 | NONE | PC | NEXUS | $15,000 | |||||
| THE NATURE CONSERVANCY | ||||||||||||
| 830 S STREET | SACRAMENTO | CA | 95811 | NONE | PC | PROGRAMS FOR FIGHTING WILDFIRES & CONDUCTING CONTROLLED BURNS | $10,000 | |||||
| THE OJAI FOUNDATION | ||||||||||||
| PO BOX 999 | OJAI | CA | 93024 | NONE | PC | WHEEL OF LIFE - THE HEALING CENTER IN LILLOOET (RELEASE IN DECEMBER) | $10,000 | |||||
| THE OJAI FOUNDATION | ||||||||||||
| PO BOX 999 | OJAI | CA | 93024 | NONE | PC | DRYLAND NATURAL RESOURCES CENTER GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE SANTA BARBARA RESPONSE NETWORK | ||||||||||||
| 115 W CANON PERDIDO ST | SANTA BARBARA | CA | 93101 | NONE | PC | LOST ART OF LOVE LETTERS PROJECT | $10,000 | |||||
| THE UC DAVIS FOUNDATION | ||||||||||||
| 202 COUSTEAU PLACE SUITE 185 | DAVIS | CA | 95618 | NONE | PC | SCHOOL FOR LATIN AMERICA, TO BE USED AT THE DISCRETION OF MARCELA UHART | $40,000 | |||||
| THE VILLAGE GROUP | ||||||||||||
| PO BOX 700 | GEORGETOWN | SC | 29442 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| THE ZOOLOGICAL SOCIETY OF SAN DIEGO | ||||||||||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE SAN DIEGO ZOO | $5,000 | |||||
| TORRANCE MEMORIAL MEDICAL CENTER | ||||||||||||
| 3330 LOMITA BLVD | TORRANCE | CA | 90505 | NONE | PC | GRAZIADIO RADIOLOGY CENTER - DONATIONS IN MEMORY OF LOUIS GRAZIADIO | $10,000 | |||||
| TRUE NATURE SOCIETY DBA QUAIL SPRINGS | ||||||||||||
| 35070 HIGHWAY 33 | MARICOPA | CA | 93252 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| UC SANTA CRUZ FOUNDATION | ||||||||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | NONE | PC | THE JOHN PEARSE FIELD COURSE ENDOWMENT | $10,000 | |||||
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||||||
| 2301 BANCROFT WAY 4420 | BERKELEY | CA | 94720 | NONE | PC | CAL MENS LACROSSE - GENERAL OPERATING SUPPORT | $15,000 | |||||
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||||||
| 407 GERBERDING HALL CAMPUS BOX | SEATTLE | WA | 98195 | NONE | PC | CENTER FOR URBAN HORTICULTURE | $6,000 | 351210 | ||||
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||||||
| 407 GERBERDING HALL CAMPUS BOX | SEATTLE | WA | 98195 | NONE | PC | UW AIRLIFT NORTHWEST PROGRAM | $6,000 | 351210 | ||||
| WILD OPS | ||||||||||||
| 372 LONGBRANCH RD | SIMI VALLEY | CA | 93065 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| WOODLAND PARK ZOOLOGICAL SOCIETY | ||||||||||||
| 5500 PHINNEY AVENUE N | SEATTLE | WA | 98103 | NONE | PC | CONSERVATION OF PHEASANTS | $65,000 | |||||
| YMCA OF GREATER SEATTLE (DALE TURNER FAMILY YMCA) | ||||||||||||
| 19290 AURORA AVE N | SHORELINE | WA | 98133 | NONE | PC | CAMP ORKILA - TO SUPPORT THE PURCHASE OF THE CURTIS AND BEEBE PROPERTIES - INTENDED TO QUALIFY FOR MATCHING PAYMENT | $10,000 | |||||
| YOUNG AMERICA'S FOUNDATION | ||||||||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | SUMMER YOUTH PROGRAM | $200,000 | |||||
| ZACHARY GERALD KNIGHT FOUNDATION INC | ||||||||||||
| 430 RIVENDELL LN | SEVERNA PARK | MD | 21146 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,006,377 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ZACHARY GERALD KNIGHT FOUNDATION INC | |||||||
| 430 RIVENDELL LN | SEVERNA PARK | MD | 21146 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PC | GENERAL OPERATING SUPPORT | $99,000 |
| ELINGS PARK FOUNDATION | |||||||
| 1298 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | ELINGS PARK CAPITAL CAMPAIGN | $325,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $434,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252,428 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,694 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,218,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,485,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,485,326 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,150 | Amt |
| Net Investment Income | $4,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,550 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB SHARKS FOOTBALL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1235 SAN ANDRES ST | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-06-20 | GrantDt |
| Grant | $6,713 | GrantAmt |
| Purpose Of Grant | TO PROVIDE FIELD/GYM SPACE FOR PRACTICES AND GAMES | PurposeOfGrantTxt |
| Expended By Grantee | $6,713 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 07/15/23 | DatesOfReportsByGranteeTxt |
| Verification | 2023-07-15 | VerificationDt |
| Results Of Verification | ALL EXPENDITURES WERE MADE IN FURTHERANCE OF THE STATED PURPOSE OF THE GRANT. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (172 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 155,925.1560 UNITS FUNDVANTAGE TR | $1,531,185 | $1,531,185 |
| 1 UNIT $5.572M HWAC MRI @ 5% PER ANNUM DUE 12/01/25 | $1 | $1 |
| 472 UNITS ISHARES RUSSELL 2000 INDEX | $82,298 | $82,298 |
| 1,194 UNITS AMERICAN EXPRESS CO COM | $176,414 | $176,414 |
| 1,194 UNITS AMGEN INC COM | $313,592 | $313,592 |
| 1,194 UNITS APPLE COMPUTER INC COM | $155,136 | $155,136 |
| 1,194 UNITS BOEING CO COM | $227,445 | $227,445 |
| 1,194 UNITS CATERPILLAR INC DEL COM | $286,035 | $286,035 |
| 1,194 UNITS CHEVRON CORP COM | $214,311 | $214,311 |
| 1,194 UNITS CISCO SYS INC COM | $56,882 | $56,882 |
| 1,194 UNITS COCA COLA CO COM | $75,950 | $75,950 |
| 1,194 UNITS DISNEY WALT CO COM | $103,735 | $103,735 |
| 1,194 UNITS DOW INC COM | $60,166 | $60,166 |
| 1,194 UNITS GOLDMAN SACHS GROUP INC COM | $409,996 | $409,996 |
| 1,194 UNITS HOME DEPOT INC COM | $377,137 | $377,137 |
| 1,194 UNITS HONEYWELL INTL INC COM | $255,874 | $255,874 |
| 1,194 UNITS INTEL CORP COM | $31,557 | $31,557 |
| 1,194 UNITS INTERNATIONAL BUSINESS MACHS COM | $168,223 | $168,223 |
| 1,194 UNITS J P MORGAN CHASE & CO COM | $160,115 | $160,115 |
| 1,194 UNITS JOHNSON & JOHNSON COM | $210,920 | $210,920 |
| 1,194 UNITS MCDONALDS CORP COM | $314,655 | $314,655 |
| 1,194 UNITS MERCK & CO INC COM | $132,474 | $132,474 |
| 1,194 UNITS MICROSOFT CORP COM | $286,345 | $286,345 |
| 1,194 UNITS NIKE INC CL B | $139,710 | $139,710 |
| 1,194 UNITS PROCTER & GAMBLE CO COM | $180,963 | $180,963 |
| 1,194 UNITS SALESFORCE COM INC COM | $158,312 | $158,312 |
| 1,194 UNITS 3M CO TRAVELERS COMPANIES, INC | $143,185 | $143,185 |
| 1,194 UNITS TRAVELERS COMPANIES, INC COM | $223,863 | $223,863 |
| 1,194 UNITS UNITEDHEALTH GROUP INC COM | $633,035 | $633,035 |
| 1,194 UNITS VERIZON COMMUNICATIONS COM | $47,044 | $47,044 |
| 1,194 UNITS VISA INC COM CL A | $248,065 | $248,065 |
| 1,194 UNITS WAL MART STORES INC COM | $169,297 | $169,297 |
| 1,194 UNITS WALGREEN CO COM | $44,608 | $44,608 |
| 244 UNITS ABBOTT LABS COM | $26,789 | $26,789 |
| 218 UNITS ABBVIE INC COM | $35,231 | $35,231 |
| 54 UNITS ADOBE SYS INC COM | $18,172 | $18,172 |
| 1,000 UNITS ALPHABET INC CL C | $88,730 | $88,730 |
| 292 UNITS AMAZON COM INC COM | $24,528 | $24,528 |
| 25 UNITS ELEVANCE HEALTH, INC. | $12,824 | $12,824 |
| 964 UNITS APPLE COMPUTER INC COM | $125,252 | $125,252 |
| 33 UNITS APPLIED MATLS INC COM | $3,213 | $3,213 |
| 35 UNITS BLACKROCK INC CL A | $24,802 | $24,802 |
| 3 UNITS BOOKING HOLDINGS INC | $6,046 | $6,046 |
| 99 UNITS CME GROUP INC COM | $16,648 | $16,648 |
| 295 UNITS CITIGROUP INC COM NEW | $13,343 | $13,343 |
| 63 UNITS DEERE & CO COM | $27,012 | $27,012 |
| 286 UNITS DISNEY WALT CO COM DISNEY | $24,848 | $24,848 |
| 111 UNITS EVERSOURCE ENERGY COM | $9,307 | $9,307 |
| 102 UNITS FIRST REP BK SAN FRANCISCO C COM | $12,433 | $12,433 |
| 214 UNITS GENERAL MLS INC COM | $17,944 | $17,944 |
| 78 UNITS HILTON WORLDWIDE HLDGS INC COM | $9,856 | $9,856 |
| 93 UNITS ILLINOIS TOOL WKS INC COM | $20,488 | $20,488 |
| 43 UNITS INTUIT COM | $16,736 | $16,736 |
| 57 UNITS IQVIA HLDGS INC COM | $11,679 | $11,679 |
| 433 UNITS J P MORGAN CHASE & CO COM | $58,065 | $58,065 |
| 107 UNITS KIMBERLY CLARK CORP COM | $14,525 | $14,525 |
| 71 UNITS LILLY ELI & CO COM | $25,975 | $25,975 |
| 161 UNITS LOWE'S COS | $32,078 | $32,078 |
| 204 UNITS MARSH & MCLENNAN COS INC COM | $33,758 | $33,758 |
| 283 UNITS MERCK & CO INC COM | $31,399 | $31,399 |
| 373 UNITS MICROSOFT CORP COM | $89,453 | $89,453 |
| 120 UNITS MONDELEZ INTL INC CL A | $7,998 | $7,998 |
| 370 UNITS NIKE INC CL B | $43,294 | $43,294 |
| 37 UNITS NORFOLK SOUTHERN CORP COM | $9,117 | $9,117 |
| 248 UNITS NVIDIA CORP COM | $36,243 | $36,243 |
| 121 UNITS PEPSICO INC COM | $21,860 | $21,860 |
| 457 UNITS PFIZER INC COM | $23,417 | $23,417 |
| 247 UNITS PROCTER & GAMBLE CO COM | $37,436 | $37,436 |
| 113 UNITS QUALCOMM INC COM | $12,423 | $12,423 |
| 79 UNITS S&P GLOBAL INC. | $26,460 | $26,460 |
| 239 UNITS SALESFORCE COM INC COM | $31,689 | $31,689 |
| 8 UNITS SERVICENOW INC COM | $3,106 | $3,106 |
| 60 UNITS SHERWIN WILLIAMS CO COM | $14,240 | $14,240 |
| 302 UNITS STARBUCKS CORP COM | $29,958 | $29,958 |
| 312 UNITS TJX COS INC NEW COM | $24,835 | $24,835 |
| 83 UNITS T-MOBILE US INC COM | $11,620 | $11,620 |
| 200 UNITS TEXAS INSTRS INC COM | $33,044 | $33,044 |
| 65 UNITS THERMO FISHER SCIENTIFIC INC COM | $35,795 | $35,795 |
| 40 UNITS UNITED PARCEL SERVICE INC CL B | $6,953 | $6,953 |
| 56 UNITS UNITEDHEALTH GROUP INC COM | $29,690 | $29,690 |
| 170 UNITS VERIZON COMMUNICATIONS COM | $6,698 | $6,698 |
| 160 UNITS VISA INC COM CL A | $33,241 | $33,241 |
| 71 UNITS ACCENTURE PLC IRELAND SHS CLASS A | $18,946 | $18,946 |
| 206 UNITS EATON CORP PLC SHS | $32,332 | $32,332 |
| 228 UNITS APTIV PLC SHS | $21,234 | $21,234 |
| 743 UNITS AES CORP COM | $21,369 | $21,369 |
| 108 UNITS BALL CORP COM | $5,523 | $5,523 |
| 209 UNITS CMS ENERGY CORP COM | $13,236 | $13,236 |
| 85 UNITS CADENCE DESIGN SYSTEM INC COM | $13,654 | $13,654 |
| 112 UNITS MCCORMICK & CO INC COM NON VTG | $9,284 | $9,284 |
| 28 UNITS UNITED RENTALS INC COM | $9,952 | $9,952 |
| 86 UNITS VERISK ANALYTICS INC COM | $15,172 | $15,172 |
| 153 UNITS XYLEM INC COM | $16,917 | $16,917 |
| 34 UNITS AMERICAN TOWER CORP NEW | $7,203 | $7,203 |
| 104 UNITS PROLOGIS INC | $11,724 | $11,724 |
| 254 UNITS SPDR SERIES TRUST S&P BIOTECH | $9,379 | $9,379 |
| 300 UNITS SIEMENS AG | $20,637 | $20,637 |
| 98 UNITS LINDE PLC | $31,966 | $31,966 |
| 36 UNITS ASML HOLDINGS NV | $19,670 | $19,670 |
| 567 UNITS ABBOTT LABS COM | $62,251 | $62,251 |
| 110 UNITS ADOBE SYS INC COM | $37,018 | $37,018 |
| 334 UNITS AIRBNB INC COM CL A | $28,557 | $28,557 |
| 2400 UNITS ALPHABET INC CL C | $212,952 | $212,952 |
| 1720 UNITS AMAZON COM INC COM | $144,480 | $144,480 |
| 168 UNITS AMERICAN ELEC PWR INC COM | $15,952 | $15,952 |
| 232 UNITS AMPHENOL CORP NEW CL A | $17,664 | $17,664 |
| 150 UNITS ELEVANCE HEALTH, INC. COM | $76,945 | $76,945 |
| 2,237 UNITS APPLE COMPUTER INC COM | $290,653 | $290,653 |
| 98 UNITS APPLIED MATLS INC COM | $9,543 | $9,543 |
| 313 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | $96,686 | $96,686 |
| 35 UNITS BLACKROCK INC CL A | $24,802 | $24,802 |
| 508 UNITS BLACKSTONE INC COM | $37,689 | $37,689 |
| 124 UNITS BROADCOM INC | $69,332 | $69,332 |
| 125 UNITS CME GROUP INC COM | $21,020 | $21,020 |
| 349 UNITS CVS CORP COM | $32,523 | $32,523 |
| 383 UNITS CHEVRON CORP COM | $68,745 | $68,745 |
| 842 UNITS COMCAST CORP | $29,445 | $29,445 |
| 82 UNITS COSTCO WHSL CORP NEW COM | $37,433 | $37,433 |
| 195 UNITS DANAHER CORP DEL COM | $51,757 | $51,757 |
| 482 UNITS DISNEY WALT CO COM DISNEY | $41,876 | $41,876 |
| 566 UNITS EOG RES INC COM | $73,308 | $73,308 |
| 344 UNITS META PLATFORMS INC CL A | $41,397 | $41,397 |
| 211 UNITS FIRST REP BK SAN FRANCISCO C COM | $25,719 | $25,719 |
| 602 UNITS FORTIVE CORP COM | $38,679 | $38,679 |
| 143 UNITS GOLDMAN SACHS GROUP INC COM | $49,103 | $49,103 |
| 415 UNITS HONEYWELL INTL INC COM | $88,935 | $88,935 |
| 61 UNITS INTUIT COM | $23,742 | $23,742 |
| 172 UNITS IQVIA HLDGS INC COM | $35,241 | $35,241 |
| 845 UNITS J P MORGAN CHASE & CO COM | $113,314 | $113,314 |
| 380 UNITS JOHNSON & JOHNSON COM | $67,127 | $67,127 |
| 1,226 UNITS KINDER MORGAN INC DEL COM | $22,166 | $22,166 |
| 131 UNITS LAUDER ESTEE COS INC CL A | $32,502 | $32,502 |
| 310 UNITS MARSH & MCLENNAN COS INC COM | $51,299 | $51,299 |
| 747 UNITS MERCK & CO INC COM | $82,880 | $82,880 |
| 1,210 UNITS MICROSOFT CORP COM | $290,182 | $290,182 |
| 415 UNITS MONDELEZ INTL INC CL A | $27,660 | $27,660 |
| 700 UNITS NIKE INC CL B | $81,907 | $81,907 |
| 394 UNITS NORFOLK SOUTHERN CORP COM | $97,089 | $97,089 |
| 720 UNITS NVIDIA CORP COM | $105,221 | $105,221 |
| 53 UNITS O REILLY AUTOMOTIVE INC NEW COM | $44,734 | $44,734 |
| 267 UNITS PEPSICO INC COM | $48,236 | $48,236 |
| 723 UNITS PFIZER INC COM | $37,047 | $37,047 |
| 340 UNITS PHILIP MORRIS INTL INC COM | $34,411 | $34,411 |
| 172 UNITS PROCTER & GAMBLE CO COM | $26,068 | $26,068 |
| 390 UNITS RAYTHEON TECHNOLOGIES CORP COM | $39,359 | $39,359 |
| 116 UNITS S&P GLOBAL INC. | $38,853 | $38,853 |
| 104 UNITS SALESFORCE COM INC COM | $13,789 | $13,789 |
| 75 UNITS SERVICENOW INC COM | $29,120 | $29,120 |
| 234 UNITS SHERWIN WILLIAMS CO COM | $55,535 | $55,535 |
| 1,207 UNITS TJX COS INC NEW COM | $96,077 | $96,077 |
| 151 UNITS TESLA MTRS INC. | $18,600 | $18,600 |
| 208 UNITS TEXAS INSTRS INC COM | $34,366 | $34,366 |
| 156 UNITS THERMO FISHER SCIENTIFIC INC COM | $85,908 | $85,908 |
| 892 UNITS TRUIST FINL CORP COM | $38,383 | $38,383 |
| 140 UNITS UNITEDHEALTH GROUP INC COM | $74,225 | $74,225 |
| 636 UNITS VALERO ENERGY CORP NEW COM | $80,683 | $80,683 |
| 363 UNITS VERIZON COMMUNICATIONS COM | $14,302 | $14,302 |
| 798 UNITS VISA INC COM CL A | $165,792 | $165,792 |
| 187 UNITS ACCENTURE PLC IRELAND SHS CLASS A | $49,899 | $49,899 |
| 429 UNITS EATON CORP PLC SHS | $67,332 | $67,332 |
| 1,668 UNITS AES CORP COM | $47,972 | $47,972 |
| 355 UNITS ADVANCED MICRO DEVICES INC | $22,993 | $22,993 |
| 48 UNITS CHIPOTLE MEXICAN GRILL INC | $66,600 | $66,600 |
| 964 UNITS INVITATION HOMES INC. | $28,573 | $28,573 |
| 196 UNITS KEYSIGHT TECHNOLOGIES INC COM | $33,530 | $33,530 |
| 122 UNITS BLOCK INC. | $7,666 | $7,666 |
| 159 UNITS UNITED RENTALS INC COM | $56,512 | $56,512 |
| 170 UNITS AMERICAN TOWER CORP NEW | $36,016 | $36,016 |
| 253 UNITS SUN COMMUNITIE INC | $36,179 | $36,179 |
| 254 UNITS SPDR SERIES TRUST S&P BIOTECH | $21,082 | $21,082 |
| 233 UNITS LINDE PLC | $76,000 | $76,000 |
| 69 UNITS ASML HOLDING | $37,702 | $37,702 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GREATPOINT VENTURES INNOVATION FD II | FMV | $1,033,424 | $1,033,424 |
| MULTIVERSE INVESTMENT FUND I | FMV | $500,000 | $500,000 |
| HERSHISER INCOME FUND IV | FMV | $26,006 | $26,006 |
| HERSHISER INCOME FUND V | FMV | $290,067 | $290,067 |
| ENIAC SELECT I LP | FMV | $282,188 | $282,188 |
| WHITTIER CORPORATE AMERICA FUND, LP | FMV | $29,351,490 | $29,351,490 |
| WHITTIER VALUE FUND A, LP | FMV | $8,722,943 | $8,722,943 |
| WHITTIER SMALL CAP FUND, LP | FMV | $14,501,042 | $14,501,042 |
| WHITTIER INTERNATIONAL FUND, LP | FMV | $4,613,716 | $4,613,716 |
| WHITTIER VALUE FUND A LP LAYT | FMV | $813,735 | $813,735 |
| WHITTIER SMALL CAP FUND LP LAYT | FMV | $1,125,257 | $1,125,257 |
| WHITTIER INTERNATIONAL FUND A LP LAYT | FMV | $365,578 | $365,578 |
| OUTSIDE PARTNERSHIP INVESTMENTS | FMV | $610,085 | $610,085 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $11,966 | BOYBookValueAmt |
| EOY Book Value | $14,330 | EOYBookValueAmt |
| EOYFMV | $14,330 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $20,424,975 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $672 | $168 | $0 | $504 |
| DUES & MEMBERSHIPS | $2,295 | $574 | $0 | $1,721 |
| MISCELLANEOUS EXPENSES | $786 | $196 | $0 | $590 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| INCOME FROM PARTNERSHIP - ENIAC SELECT I, LP | -$12,041 | |
| INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II, LP | -$13,069 | |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP | -$1,016 | |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP | $13,204 | |
| INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I, LP | -$10,029 | |
| INCOME FROM PARTNERSHIP - WHITTIER CORE FIXED INCOME FUND LLC | $29,301 | |
| INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND, LP | $152,009 | |
| INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP (LAYT) | $5,398 | |
| INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP | $68,154 | |
| INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND (LAYT) | -$129 | |
| INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND | -$1,665 | |
| INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP (LAYT) | $5,157 | |
| INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP | $57,815 | |
| PARTNERSHIP DISTRIBUTION | $0 | $14,694 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAXES | Desc |
| Amt | $283,818 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES PAYABLE | $883,337 | $599,519 |
| FEDERAL EXCISE TAX LIABILITY | $262 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION & INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $634,332 | Amt |
| Net Investment Income | $182,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $451,435 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $45,509 | $0 | $0 | $0 |
| FILING FEES | $200 | $0 | $0 | $0 |
| FOREIGN TAXES | $305 | $305 | $0 | $0 |