2023-11-08T14:26:05-06:00 2022-12-31 954885412 EUGENE LEWIS & ASSOCIATES 44 E FOOTHILL BLVD 100 ARCADIA CA 91006 990PF 2022-01-01 946752361 PALOHEIMO FOUNDATION (CURTIN-PALOHEIMO T RUST) PALO 6265854377 WHITTIER TR 1810 FAIR OAKS AVE 20 SOUTH PASADENA CA 910304771 David G Covell Jr Trustee 6265854377 2023-11-08 1 David Covell Jr 999009999 0 WADE E STEVENS P01750790 6264629280 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 24912061 X X 193153 193153 650456 650456 650456 243535 3357907 243535 98510 98510 0 1185654 1185654 0 321926 112674 0 209252 14915 2983 0 11932 14910 2982 0 11928 2103 2103 0 0 27430 2742 0 24687 37483 37328 0 155 418767 160812 0 257954 1492791 1492791 1911558 160812 0 1750745 -725904 1024842 0 937791 1152591 1152591 2810365 2698203 4745655 1568085 1275581 1250954 4420000 4420000 4420000 14050000 3693358 3125629 3712861 13429599 12672004 24912061 103839 103839 103839 103839 X 13325760 13303260 0 0 0 -735095 13325760 12568165 13429599 12672004 13325760 -725904 0 12599856 31691 12568165 1431 SHS CALLON PETE CO P 2021-05-03 2022-05-03 75003 90146 -15143 -15143 2307 SHS VANGUARD EMERGING MARKET EQUITY P 2020-12-11 2022-05-03 100753 113882 -13129 -13129 PUBLICLY TRADED SECURITIES - WHITTIER TRUST COMPANY FIXED ASSETS P 2021-12-31 2022-12-31 160914 167510 -6596 -6596 PUBLICLY TRADED SECURITIES - WHITTIER TRUST COMPANY FIXED ASSETS P 2021-12-31 2022-12-31 857351 889516 -32165 -32165 PUBLICLY TRADED SECURITIES - WHITTIER TRUST COMPANY FIXED ASSETS P 2021-12-31 2022-12-31 83882 92897 -9015 -9015 PUBLICLY TRADED SECURITIES - WHITTIER TRUST COMPANY FIXED ASSETS P 2021-12-31 2022-12-31 1111623 1189187 -77564 -77564 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB P 2021-12-31 2022-12-31 24377 42411 -18034 -18034 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB P 2021-12-31 2022-12-31 943962 516456 427506 427506 FROM PARTNERSHIP K-1 P 2021-12-31 2022-12-31 12367 -12367 -12367 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB P 2021-12-31 2022-12-31 42 42 42 243535 14245 0 14245 0 14245 30124 0 0 0 30124 0 15879 15879 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A WHITTIER TRUST COMPANY 6264415188 625 FAIR OAKS AVENUE STE 360 SOUTH PASADENA CA 910304771 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 PAUL HALME PO BOX 1300 PASADENA CA 91102 BOARD MEMBER 18.00 15500 0 0 GEORGE PALOHEIMO PO BOX 1300 PASADENA CA 91102 BOARD MEMBER 2.00 3000 0 0 MORGAN HALME PO BOX 1300 PASADENA CA 91102 BOARD MEMBER 2.00 3000 0 0 GEORGE PALOHEIMO JR PO BOX 1300 PASADENA CA 91102 BOARD MEMBER 2.00 3000 0 0 MARTTI PALOHEIMO PO BOX 1300 PASADENA CA 91102 BOARD MEMBER 2.00 3000 0 0 MELISSA HALME REDELL PO BOX 1300 PASADENA CA 91102 BOARD MEMBER 2.00 3000 0 0 SEAN PALOHEIMO PO BOX 1300 PASADENA CA 91102 BOARD MEMBER 2.00 3000 0 0 NONE 0 WHITTIER TRUST COMPANY 625 FAIR OAKS AVENUE SUITE 360 PASADENA CA 91030 PHILANTHROPIC SERVICES & INVESTMENT MANAGEMENT 288426 1 0 7830596 1075923 16355898 25262417 0 0 25262417 378936 24883481 1244174 1244174 14245 14245 1229929 0 1229929 0 1229929 1750745 0 1750745 1229929 0 0 317492 483821 497158 787618 479579 2565668 1750745 0 0 0 1229929 520816 0 0 3086484 0 0 0 0 0 0 317492 2768992 483821 497158 787618 479579 520816 X Acequia Madre House 614 Acequia Madre Santa Fe NM 87505 N/A POF General operating support, Creative Dialogue & Collections 400000 Autry Museum of the American West 4700 Western Heritage Way Los Angeles CA 90027 N/A PC Human Nature: Waterways 50000 El Rancho de Las Golondrinas 334 Los Pinos Rd Santa Fe NM 87507 N/A PC Membership match, wastewater treatment 227230 Finlandia Foundation National 254 N Lake Ave Pasadena CA 91101 N/A PC Matching grant, administration, technology, newsletter and special projects 300000 Finlandia University 601 Quincy St Hancock MI 49930 N/A PC Paloheimo Fellows Program 2022-2023 55000 Leonora Ja Yrjo Paloheimo Saatio 1600 Huntington Blvd South Pasadena CA 91030 N/A PC - Foreign General operating support 114979 Paloheimo Charitable Trust 1600 Huntington Blvd Pasadena CA 91101 N/A POF Building improvements 54582 Pasadena Historical Museum Inc 470 W Walnut Street Pasadena CA 91103 N/A PC Membership matching 166000 School for Advanced Research PO Box 2188 Santa Fe NM 87505 N/A PC Paloheimo Fellows Communication Activities & Scholar Program 125000 1492791 0 14 193153 16 650456 18 243535 OTHER INCOME 14 98510 0 1185654 0 1185654 0 0 0 0 0 0 0 0 0 0 EUGENE LEWIS & ASSOCIATES 14910 2982 0 11928 ACEQUIA MADRE HOUSE 614 ACEQUIA MADRE SANTA FE NM 87505 2022-03-25 400000 SEE ATTACHED FINLANDIA FOUNDATION NATIONAL 254 N LAKE AVENUE PASADENA CA 91101 2022-03-25 300000 SEE ATTACHED PALOHEIMO CHARITABLE TRUST 1600 HUNTINGTON BLVD PASADENA CA 91101 2022-03-25 54582 SEE ATTACHED LEONORA JA YRJO PALOHEIMO SAAITO RISTINUMMENTIE 21 JARVENPAA FI 04420 2022-03-25 114979 SEE ATTACHED FIXED INCOME SECURITIES 1275581 1250954 NON-US EQUITY (DEVELOPED) 168350 150470 NON-US EQUITY (EMERGING) 293763 264362 US SMALL-CAP EQUITIES 430287 268940 US LARGE-CAP EQUITIES 1805803 4061883 BTAS VIII OFFSHORE AT COST 34617 38291 BTAS 2015 AT COST 378914 410627 PRIMEXX ENERGY OPPORTUNITY FUND AT COST 222613 3070 WTC MULTI STRATEGY FUND OFFSHORE AT COST 498328 733073 BTAS VI-A AT COST 511900 602747 BTAS IV-A AT COST 609644 812884 WTC PART US SMID CAP EQUITY AT COST 869613 1112169 VELLA LAW 14915 2983 0 11932 EXCISE TAXES 22500 OTHER TIMING DIFFERENCES 9191 RENTAL EXPENSES 36464 36464 0 0 BUSINESS LICENSE 244 244 0 0 INSURANCE 775 620 0 155 OTHER INCOME 98510 98510 0 SECURITY DEPOSIT 103839 103839 FOREIGN TAXES 2103 2103 0 0