LAUREL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LAUREL FOUNDATION (EIN 95-4556814)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-07
- IRS object ID
- 202112509349101026
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2021-09-07T16:11:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954556814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUREL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE NO 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGINE E GRAYSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2021-09-03 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,559,232 | 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 | $12,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $356,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $889,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $296,721 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,046 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $368,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,234 | 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 |
| Legal Fees Rev And Expnss | $47,447 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,447 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,219 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,656 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $225,824 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $990,542 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,216,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,328,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$847,716 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $268,015 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $504,957 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,713 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,713 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $18,795 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,442 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,442 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,319,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $453,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $453,498 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,505,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,087,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,087,465 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,806 | OtherAssetsBOYAmt |
| Other Assets EOY | $114 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $114 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,353,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,559,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,559,232 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,333 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,333 | AccountsPayableEOYAmt |
| Grants Payable BOY | $425,040 | GrantsPayableBOYAmt |
| Grants Payable EOY | $225,582 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $18,408 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,620 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $451,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $255,535 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,902,070 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,303,697 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,902,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,303,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,353,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,559,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,902,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$847,716 | ExcessRevenueOverExpensesAmt |
| Other Increases | $249,343 | OtherIncreasesAmt |
| Subtotal | $4,303,697 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,303,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | 2020-12-31 | 2020-12-31 | $889,803 | $586,332 | $303,471 | $303,471 | |
| WHITTIER VALUE FUND A, LP | 2020-12-31 | 2020-12-31 | $3,622 | $3,622 | P | ||
| CORPORATE AMERICA FUND, LP | 2020-12-31 | 2020-12-31 | -$1,122 | -$1,122 | P | ||
| WHITTIER INTERNATIONAL FUND A LP | 2020-12-31 | 2020-12-31 | -$9,250 | -$9,250 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $296,721 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,725 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,725 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,986 | 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 | $6,986 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,261 | OverpaymentAmt |
| Applied To ES Tax | $3,261 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 NO 360 | AddressLine1Txt |
| City | SOUTH 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LAURE L WOODS | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| PEGINE E GRAYSON | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY/EXECUTIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| VIRGINIA L SJOBERG | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | CFO/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 | INVESTMENT MGMT & PHILANTHROPIC SVCS | ServiceTypeTxt |
| Compensation | $100,000 | 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 | $619,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,087,579 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,820,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,820,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,747,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,725 | TotalTaxAmt |
| Distributable Before Adj | $233,670 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $233,670 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $233,670 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,328,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,328,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,328,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $233,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,664,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,257,295 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,826,790 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,669,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,124,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,542,469 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,328,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $233,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,095,210 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,637,679 | 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 | $2,664,413 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,973,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,257,295 | ExcessFromYear4Amt |
| Excess From Year3 | $3,826,790 | ExcessFromYear3Amt |
| Excess From Year2 | $2,669,735 | ExcessFromYear2Amt |
| Excess From Year1 | $1,124,236 | ExcessFromYear1Amt |
| Excess From Current Year | $1,095,210 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURE L WOODS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADOLESCENT COUNSELING SERVICES | ||||||||
| 643 BAIR ISLAND ROAD SUITE 301 | REDWOOD CITY | CA | 94063 | NONE | PC | ON-CAMPUS COUNSELING (OCC) PROGRAM | $30,000 | |
| BOYS & GIRLS CLUBS OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | HOOVER EXPANDED LEARNING TIME PROGRAMS | $50,000 | |
| CHILDREN'S HEALTH COUNCIL | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PC | CHC RAVENSWOOD | $40,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | ||||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | NONE | PC | EASTSIDE SCHOLARSHIP PROGRAM | $42,000 | |
| FEMINIST MAJORITY FOUNDATION | ||||||||
| 433 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | FEMINIST MAJORITY FOUNDATION, 2020 GIRLS LEARN INTERNATIONAL & FEMINIST CAMPUS PROGRAMS | $25,000 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | ANIMOBILE OPERATING SUPPORT OR NAMING OPPORTUNITY FOR NEW HUMANE EDUCATION AND PET BUILDING | $50,000 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | COVID RELIEF | $25,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | DEFENDING WOMEN'S LABOR RIGHTS IN THE GARMENT INDUSTRY | $50,000 | |
| IGNITE | ||||||||
| 510 16TH STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LYMELIGHT FOUNDATION | ||||||||
| 1229 BURLINGAME AVENUE SUITE 205 | BURLINGAME | CA | 94010 | NONE | PC | GENERAL OPERATING AND PROGRAM SUPPORT | $400,000 | |
| MERCY BEYOND BORDERS | ||||||||
| 1885 DE LA CRUZ BLVD STE 101 | SANTA CLARA | CA | 95050 | NONE | PC | CHALLENGE GRANT FOR MAY 2020 GALA | $25,000 | |
| SEPTEMBER'S MISSION | ||||||||
| 254 WINDWARD DR | PORT JEFFERSON | NY | 11777 | NONE | PC | GENERAL OPERATING SUPPORT FOR MISSION BE, MINDFUL EDUCATION 2018-2020 | $60,000 | |
| PETS IN NEED | ||||||||
| 871 FIFTH AVENUE | REDWOOD CITY | CA | 94063 | NONE | PC | VAN PROGRAM EXPANSION SUPPORT | $50,000 | |
| SILICON VALLEY URBAN DEBATE LEAGUE | ||||||||
| SOBRATO CENTER FOR NONPROFITS 502 | MILPITAS | CA | 95035 | NONE | PC | CREATING EQUAL OPPORTUNITY FOR SILICON VALLEY YOUTH THROUGH SPEECH AND DEBATE | $50,000 | VALLEY WAY |
| TEAM GIVING | ||||||||
| PO BOX 510 9244 NEW CASTLE HIGHWAY | NEWCASTLE | CA | 95658 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | EDUCATION AND ADVOCACY TO SAVE YOUNG LGBTQ LIVES | $30,000 | |
| WILDCARE | ||||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | NONE | PC | WILDCARE'S NATURE VAN PROGRAM | $15,000 | |
| WILDLIFE ASSOCIATESCONSERVATION EARTH | ||||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | NONE | PC | AT RISK YOUTH | $20,000 | |
| YOUTH ALIVE | ||||||||
| 3300 ELM STREET | OAKLAND | CA | 94609 | NONE | PC | TEENS ON TARGET YOUTH LEADERSHIP TRAINING AND VIOLENCE PREVENTION PEER EDUCATION PROGRAM | $40,000 | |
| REDS EQUINES IN NEED SANCTUARY - REINS | ||||||||
| 1750 ORCHARD ROAD | HOLLISTER | CA | 95023 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION (FORMERLY NARSAD) | ||||||||
| 747 THIRD AVENUE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | RESEARCH | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,190,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $356,130 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $368,650 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $368,650 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $7,775 | $1,944 | $0 | $5,831 |
| TAX PREPARATION FEES | $5,100 | $1,275 | $0 | $3,825 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,500 UNITS ISHARES INC CORE MSCI EMKT | $93,060 | $93,060 |
| 900 UNITS ISHARES RUSSELL 2000 INDEX | $176,454 | $176,454 |
| 78 UNITS MIDCAP SPDR TR UNIT SER 1 | $32,754 | $32,754 |
| 400 UNITS VANGUARD BD INDEX FD INC SHORT TRM BOND | $33,160 | $33,160 |
| 1,960 UNITS VGRD EUROPE ETF | $118,070 | $118,070 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WHITTIER CORPORATE AMERICA FUND, LP | FMV | $3,693,048 | $3,693,048 |
| WHITTIER INTERNATIONAL FUND A, L P | FMV | $201,230 | $201,230 |
| WHITTIER VALUE FUND A, LP | FMV | $193,187 | $193,187 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,447 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,447 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $4,806 | BOYBookValueAmt |
| EOY Book Value | $114 | EOYBookValueAmt |
| EOYFMV | $114 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $725 | $0 | $0 | $725 |
| MISCELLANEOUS | $45,052 | $0 | $0 | $45,052 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIP - CORPORATE AMERICA FUND, LP | $0 | $23,115 | |
| INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP | $0 | $1,206 | |
| INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP | $0 | $1,725 | |
| OTHER INCOME | $53 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $249,343 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $18,408 | BOYBookValueAmt |
| EOY Book Value | $21,620 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT FEES | $64,000 | $64,000 | $0 | $0 |
| PHILANTHROPIC SVCS | $36,000 | $0 | $0 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $160 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX | $19,565 | $0 | $0 | $0 |