2022-10-19T08:29:31-07:00 2021-12-31 954885412 Eugene Lewis & Associates 44 E Foothill Blvd Suite 100 Arcadia CA 91006 990PF 2021-01-01 946752361 PALOHEIMO FOUNDATION (CURTIN-PALOHEIMO TRUST) PALO 6265854377 C/O WHITTIER TRUST 1810 FAIR OAKS A SOUTH PASADENA CA 910304771 David Covell Trustee 6265854377 2022-05-02 true David Covell WADE E STEVENS P01750790 6264629280 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 27219553 X X 230040 230040 602868 602868 833514 2822497 833514 0 529361 529361 2195783 2195783 370982 129844 241138 25400 5080 20320 14475 2895 11580 0 2341 2341 0 12684 1267 11416 30247 29749 498 456129 171176 284952 1504509 1504509 1960638 171176 1789461 235145 2024607 303703 937791 937791 0 0 536515 4181436 3710258 8270371 1275803 1568085 1570873 4420000 0 4420000 4420000 14050000 2535120 2793465 2390518 0 0 0 0 13252577 13429599 27219553 0 0 103839 103839 103839 103839 X 13148738 13325760 13148738 13325760 13252577 13429599 13148738 235145 13383883 58123 13325760 PROCEEDS FROM CLASS ACTION LITIGATION P 2021-12-31 2021-12-31 138 0 0 138 0 0 0 138 1648 SHS VANGUARD FTSE ALL WORLD ETF P 2020-12-11 2021-04-01 101063 0 94833 6230 0 0 0 6230 SEE ATTACHED (A/C 775160) P 2021-12-31 2021-12-31 422449 0 428933 -6484 0 0 0 -6484 SEE ATTACHED (A/C 775160) P 2021-12-31 2021-12-31 7500 0 7678 -178 0 0 0 -178 SEE ATTACHED (A/C 775160) P 2021-12-31 2021-12-31 629162 0 610387 18775 0 0 0 18775 CAPITAL GAIN DISTRIBUTION P 2021-12-31 2021-12-31 60 0 0 60 0 0 0 60 SEE ATTACHED (A/C 8767) P 2021-12-31 2021-12-31 212098 0 152851 59247 0 0 0 59247 SEE ATTACHED (A/C 8767) P 2021-12-31 2021-12-31 1411726 0 669136 742590 0 0 0 742590 SEE ATTACHED (A/C 8767) P 2021-12-31 2021-12-31 155500 0 25165 130335 0 0 0 130335 FROM PARTNERSHIP K-1 P 2021-12-31 2021-12-31 0 0 117199 -117199 0 0 0 -117199 833514 0 28142 0 28142 0 28142 35766 0 35766 -35766 7624 7624 false false false false false false false true true true false false false false true N/A WHITTIER TRUST COMPANY 6264415188 625 FAIR OAKS AVENUE STE 360 SOUTH PASADENA CA 910304771 false false false false true false false false false false false false false false false false false true false false true false false false false PAUL HALME PO BOX 1300 PASADENA CA 911021300 BOARD MEMBER 18.00 50000 0 0 GEORGE PALOHEIMO PO BOX 1300 PASADENA CA 911021300 BOARD MEMBER 2.00 3000 0 0 MORGAN HALME PO BOX 1300 PASADENA CA 911021300 BOARD MEMBER 2.00 3000 0 0 GEORGE PALOHEIMO JR PO BOX 1300 PASADENA CA 911021300 BOARD MEMBER 2.00 3000 0 0 MARTTI PALOHEIMO PO BOX 1300 PASADENA CA 911021300 BOARD MEMBER 2.00 3000 0 0 MELISSA HALME REDELL PO BOX 1300 PASADENA CA 911021300 BOARD MEMBER 2.00 3000 0 0 SEAN PALOHEIMO PO BOX 1300 PASADENA CA 911021300 BOARD MEMBER 2.00 3000 0 0 NONE 0 WHITTIER TRUST COMPANY 625 FAIR OAKS AVENUE SUITE 360 SOUTH PASADENA CA 91030 PHILANTHROPIC SERVICES & INVESTMENT MANAGEMENT 302982 1 9522012 697240 16948741 27167993 0 27167993 407520 26760473 1338024 1338024 28142 28142 1309882 1309882 1309882 1789461 1789461 1309882 173632 317492 483821 497158 787618 2259721 1789461 0 1309882 479579 2739300 0 0 0 0 173632 2565668 317492 483821 497158 787618 479579 X EL RANCHO DE LAS GOLONDRINAS CHARITABLE TRUST 334 LOS PINOS RD SANTA FE NM 87507 PC MATCHING GRANTS 144822 PASADENA HISTORICAL SOCIETY 470 W WALNUT ST PASADENA CA 91103 PC MATCHING GRANTS 64000 SCHOOL OF AMERICAN RESEARCH 660 GARCIA ST SANTA FE NM 87505 PC GENERAL SUPPORT 125000 FINLANDIA FOUNDATION 470 W WALNUT ST PASADENA CA 91103 PC GENERAL SUPPORT 275000 ACEQUIA MADRE 614 ACEQUIA MADRE SANTA FE NM 87505 POF GENERAL SUPPORT 452254 AUTRY NATIONAL CENTER 4700 WESTERN HERITAGE WAY LOS ANGELES CA 90027 PC GENERAL SUPPORT 50000 CURTIN-PALOHEIMO TRUST PO BOX 1300 PASADENA CA 911021300 POF BUILDING IMPROVEMENTS 73200 PALOHEIMO SAATIO HELSINKI FINLAND AA 00000 PCFOREIGN GENERAL SUPPORT 220233 FINLANDIA UNIVERSITY 601 QUINCY ST HANCOCK MI 49930 PC FELLOWS PROGRAM 100000 1504509 14 230040 16 602868 16 15 0 18 833514 OTHER INCOME 14 529361 2195783 2195783 false false false false false false false false false false EUGENE LEWIS & ASSOC TAX SERVICES 14475 2895 11580 SCHEDULE ATTACHED - 8767 (SCHWAB) 2234369 6133416 SCHEDULE ATTACHED - 7600 168350 183901 SCHEDULE ATTACHED - 7600 407645 449542 SCHEDULE ATTACHED - 7600 899894 1503512 148-154 W. COLORADO BLVD., PASADENA 1500000 0 1500000 2070-2086 E. COLORADO BLVD., PASADENA 800000 0 800000 424 & 426 SAN ANTONIO, SANTA FE 2120000 0 2120000 ALTERNATIVE INVESTMENTS 2793465 2390518 VELLA LAW LEGAL SERVICES 24384 4877 19507 CARLSON & NICHOLAS LLP LEGAL SERVICES 1016 203 813 OTHER TIMING DIFFERENCES 8123 EXCISE TAX 50000 RENTAL EXPENSES 28922 28922 BUSINESS LICENSE 227 227 INSURANCE 750 600 150 WEBSITE 348 348 OTHER INCOME 529361 529361 SECURITY DEPOSIT 103839 103839 Foreign taxes 2341 2341