THE CONFIDENCE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE CONFIDENCE FOUNDATION (EIN 95-3500483)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-09
- IRS object ID
- 202142829349100204
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2021-10-09T17:39:34-05:00 | 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 | 953500483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONFIDENCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONF | 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 | CHEYENNA WHITTIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2021-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHEYENNA | PersonFirstNm |
| Person Last | WHITTIER | 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 | $87,277,880 | 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 | $483,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $483,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,059,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,511,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,253,776 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,567 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $298,120 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,579,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,035,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,479 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,359 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $644,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $161,121 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $483,362 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $209,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,524 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,524 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $884,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $506,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,742,637 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,283,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,627,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,790,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,047,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,867,652 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,823 | CashBOYAmt |
| Cash EOY | $13,695 | CashEOYAmt |
| Cash EOYFMV | $13,695 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $770,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,242,628 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,242,628 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $25,669 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $62,466 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $62,466 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,899,826 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $207,112 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $207,112 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,615,370 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,212,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,212,490 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,486,672 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,043,430 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,043,430 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $47,980,642 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,473,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,473,156 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $335,333 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,903 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,903 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,121,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,277,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,277,880 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $53,900 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $61,039 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,135,840 | GrantsPayableBOYAmt |
| Grants Payable EOY | $592,028 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $448,990 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $623,981 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,638,730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,277,048 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $74,482,770 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $86,000,832 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,482,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,000,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,121,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,277,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,482,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,047,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,565,590 | OtherIncreasesAmt |
| Subtotal | $86,000,832 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,000,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $14,511,733 | $13,661,777 | $849,956 | $849,956 | |||
| WHITTIER INTERNATIONAL FUND A | -$164,134 | -$164,134 | P | 2020-12-31 | 2020-12-31 | ||
| WHITTIER SMALL CAP FUND, LP | $575,296 | $575,296 | P | 2020-12-31 | 2020-12-31 | ||
| WHITTIER VALUE FUND A, LP | $5,731 | $5,731 | P | 2020-12-31 | 2020-12-31 | ||
| WHITTIER CORPORATE AMERICA FUND, LP | -$13,073 | -$13,073 | P | 2020-12-31 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,253,776 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,960 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,960 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,105 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $97,105 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $71,145 | OverpaymentAmt |
| Applied To ES Tax | $71,145 | 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 | 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 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CHEYENNA WHITTIER | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL J CASEY | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDA J BLINKENBERG | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID A DAHL | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | CFO/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JULIE LYTLE NESBIT | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ARLO G SORENSEN | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KIMBERLY A WHITTIER | ||||||||
| 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 | INVESTMENT MGMT & PHILANTHROPIC SVCS | ServiceTypeTxt |
| Compensation | $644,483 | 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 | $24,754,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,573,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $61,496,059 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,824,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,824,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,317,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,507,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,325,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,325,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,960 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,960 | TotalTaxAmt |
| Distributable Before Adj | $4,299,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,299,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,299,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,790,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,790,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,790,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,299,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,155,655 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,790,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,155,655 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $634,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,664,861 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (204 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SCRIPPS WHITTIER DIABETES INSTITUTE | ||||||||
| 10140 CAMPUS POINT DRIVE | SAN DIEGO | CA | 92121 | NONE | PC | ESTABLISH THE PAUL AND LUCY WHITTIER ENDOWMENT FOR DIABETES EDUCATION AND RESEARCH | $200,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | TO SUPPORT VAROUS PUBLIC CHARITIES ON A WIDE VARIETY OF CAUSES. | $180,000 | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | NONE | PC | CRITICAL LIFE SKILLS & EDUCATION FOR YOUTH EXPERIENCING HOMELESSNESS IN LOS ANGELES | $150,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD 1 | LOS ANGELES | CA | 90027 | NONE | PC | CRITICAL CARE EQUIPMENT | $125,000 | |
| PROVIDENCE HEALTH AND SERVICES FOUNDATION SAN FERNANDO AND SANTA CLARITA VA | ||||||||
| 501 S BUENA VISTA STREET | BURBANK | CA | 91505 | NONE | PC | MINUTES MATTER - PROVIDENCE SAINT JOSEPH MEDICAL CENTER EMERGENCY SERVICES CAMPAIGN | $100,000 | |
| BONNER COUNTY HOMELESS TRANSITIONS | ||||||||
| 330 S FLORENCE | SANDPOINT | ID | 83864 | NONE | PC | HELPING HOMELESS FAMILIES AND INDIVIDUALS ACHIEVE SELF-SUFFICIENCY AND INCREASE THE QUALITY OF THEIR LIVES. | $80,000 | |
| NEUROMUSCULAR DISEASE FOUNDATION | ||||||||
| 269 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | GENE THERAPY OR GENE EDITING RESEARCH FOR GNE MYOPATHY | $70,000 | |
| LAKE PEND OREILLE WATERKEEPER | ||||||||
| PO BOX 732 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT AND EDUCATIONAL PROGRAMMING | $60,000 | |
| BAKERSFIELD HOMELESS CENTER | ||||||||
| 1600 E TRUXTUN AVE | BAKERSFIELD | CA | 93305 | NONE | PC | GENERAL OPERATING SUPPORT | $54,000 | |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION | ||||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | TOGETHER WE RISE COVID-19 CAMPAIGN | $50,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 11755 WILSHIRE BLVD SUITE 1670 | LOS ANGELES | CA | 90025 | NONE | PC | BBBSLA COLLEGE PREPARATION, ACCESS, AND COMPLETION PROGRAM | $50,000 | |
| BOY SCOUTS OF AMERICA GREATER LOS ANGELES AREA COUNCIL | ||||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PC | SCOUTREACH: TO SUPPORT SCOUTING IN DISADVANTAGED, INNER-CITY COMMUNITIES | $50,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | PC | ROBERT BLINKENBURG SURF ENDOWMENT | $50,000 | |
| CANCER SUPPORT COMMUNITY PASADENA | ||||||||
| 76 EAST DEL MAR BLVD SUITE 215 | PASADENA | CA | 91105 | NONE | PC | SUPPORT EDUCATIONAL AND PSYCHOSOCIAL FOR PEOPLE WITH CANCER, THEIR FAMILIES AND CARE GIVERS | $50,000 | |
| FRIENDS OF THE LOS ANGELES RIVER | ||||||||
| 570 W AVENUE 26 | LOS ANGELES | CA | 90065 | NONE | PC | ENVIRONMENTAL EDUCATION AND L.A. RIVER CLEAN-UP EVENT | $50,000 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | CAPITAL CAMPAIGN FOR THE NEW ADOPTIONS BUILDING - CHALLENGE GRANT | $50,000 | |
| INNER CITY EDUCATION FOUNDATION | ||||||||
| 3855 W SLAUSON AVE | LOS ANGELES | CA | 90043 | NONE | PC | ICEF SOLAR PROJECT | $50,000 | |
| LOS ANGELES CITY FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | NONE | PC | PURCHASE 6 KAWASAKI PERSONAL WATERCRAFTS, REPAIRS AND MAINTENANCE | $50,000 | |
| MUSEIQUE | ||||||||
| 300 E GREEN STREET 3RD FLOOR | PASADENA | CA | 91101 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEUROMUSCULAR DISEASE FOUNDATION | ||||||||
| 269 S BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PC | DR. CARRILLO'S GENERAL OPERATING SUPPORT | $50,000 | |
| ORANGE COUNTY COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 1211 EAST DYER ROAD | SANTA ANA | CA | 92705 | NONE | PC | OUTREACH INITIATIVE PROGRAM | $50,000 | |
| PARTNERS IN CARE FOUNDATION | ||||||||
| 732 MOTT STREET SUITE 150 | SAN FERNANDO | CA | 91340 | NONE | PC | MULTIPURPOSE SENIOR SERVICES PROGRAM | $50,000 | |
| SANTA TERESITA | ||||||||
| 819 BUENA VISTA STREET | DUARTE | CA | 91010 | NONE | PC | THE CAMPAIGN FOR SANTA TERESITA - PHASE II - SECOND ASSISTED LIVING COTTAGE | $50,000 | |
| SAVE OSWIT CANYON INC | ||||||||
| 1610 DUNHAM RD | PALM SPRINGS | CA | 92264 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TAFT UNION HIGH SCHOOL DISTRICT | ||||||||
| 701 WILDCAT WAY | TAFT | CA | 93268 | NONE | GOV | OIL TECHNOLOGY ACADEMY SCHOLARSHIP FUND (2020-2022) | $50,000 | |
| CONGREGATION OF THE RESURRECTION | ||||||||
| 3601 N CALIFORNIA AVENUE | CHICAGO | IL | 60618 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FOSS WATERWAY SEAPORT | ||||||||
| 705 DOCK STREET | TACOMA | WA | 98402 | NONE | PC | SCIENCE ON-LINE EDUCATION | $40,000 | |
| LOS ANGELES CITY FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | NONE | PC | COVID-19 EMERGENCY RELIEF | $35,000 | |
| LOS ANGELES COUNTY FIRE DEPARTMENT FOUNDATION | ||||||||
| 1320 NORTH EASTERN AVENUE | LOS ANGELES | CA | 90063 | NONE | PC | SUPPORT COVID-19 EMERGENCY RELIEF | $35,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | UCLA ALUMNI SCHOLARSHIP PROGRAM | $30,000 | |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | ||||||||
| 9850 DISTRIBUTION AVENUE | SAN DIEGO | CA | 92121 | NONE | PC | COVID-19 EMERGENCY FOOD RELIEF PROGRAMS IN NORTH COUNTY SAN DIEGO | $30,000 | |
| NORTH IDAHO HIGH SCHOOL AEROSPACE PROGRAM INC | ||||||||
| PO BOX 1083 | SAGLE | ID | 83860 | NONE | PC | N"PROGRAM EXPANSION:" EXPAND ALL ASPECTS OF THE PROGRAMS TO IMPROVE OUR SERVICE TO STUDENTS AND EXPAND PARTICIPATION TO REACH MORE STUDENTS | $30,000 | |
| ARMED SERVICES YMCA CAMP PENDLETON | ||||||||
| 200090 ASH ROAD WIRE MOUNTAIN ROAD | OCEANSIDE | CA | 92058 | NONE | PC | COVID-19 EMERGENCY SERVICES: CHILD CARE CENTER FOR CAMP PENDLETON MILITARY FAMILIES | $25,000 | |
| BELLEVUE HIGH SCHOOL | ||||||||
| 10416 SE WOLVERINE WAY | BELLEVUE | WA | 98004 | NONE | GOV | SUPPORT REMOTE LEARNING AND EDUCATION AT HOME - PAUL WHITTIER | $25,000 | |
| BONNER COMMUNITY FOOD CENTER INC | ||||||||
| 1707 CULVERS DRIVE | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | PC | 23RD ANNUAL DISCOVERY BALL AND PARTNERS IN LEARNING ANNUAL GIVING PROGRAM | $25,000 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | THE CARE AND ADOPTION OF HOMELESS PETS DURING COVID-19 | $25,000 | |
| MAYOR'S FUND FOR LOS ANGELES | ||||||||
| 200 N SPRING ST RM 305 B | LOS ANGELES | CA | 90022 | NONE | PC | SUPPORT COVID-19 EMERGENCY RELIEF | $25,000 | |
| MODEL FOREST POLICY PROGRAM | ||||||||
| PO BOX 328 | SAGLE | ID | 83860 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | CENTER FOR THE SEPARATION OF POWERS | $25,000 | |
| PASADENA CONSERVATORY OF MUSIC (PCM) | ||||||||
| 100 NORTH HILL AVENUE | PASADENA | CA | 91106 | NONE | PC | GENERAL OPERATING SUPPORT FOR ONLINE MUSIC EDUCATION AND PERFORMANCES | $25,000 | |
| PROVIDENCE SAINT JOSEPH FOUNDATION | ||||||||
| 501 S BUENA VISTA STREET | BURBANK | CA | 91505 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE MUSEUM OF FLIGHT | ||||||||
| 9404 E MARGINAL WAY SOUTH | SEATTLE | WA | 98108 | NONE | PC | UPGRADES & ENHANCEMENTS TO THE PERSONAL COURAGE WING - WWI AND WWII EXHIBITS WHICH INCLUDE THE CURTIS JN-4D JENNY | $25,000 | |
| THE SAN DIEGO FOUNDATION | ||||||||
| 2508 HISTORIC DECATUR RD | SAN DIEGO | CA | 92106 | NONE | PC | AMY FOSTER SCHOLARSHIP FUND | $25,000 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| MUSIC CONSERVATORY OF SANDPOINT INC | ||||||||
| PO BOX 907 | SANDPOINT | ID | 83864 | NONE | PC | "GENERAL OPERATING SUPPORT" | $20,000 | |
| NORTH IDAHO HIGH SCHOOL AEROSPACE PROGRAM INC | ||||||||
| PO BOX 1083 | SAGLE | ID | 83860 | NONE | PC | BUILD A CUT-AWAY ARICRAFT ENGINE FOR TEACHING; ADD GAS PIPE TO HANGAR FOR HEATING; PURCHASE PARTS, INTERIOR AND PAINT FOR DONATED RV12 AIRCRAFT | $20,000 | |
| ROSE BOWL LEGACY FOUNDATION | ||||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | NONE | PC | ROSE BOWL INSTITUTE EDUCATIONAL INITIATIVE | $20,000 | |
| TRANSPACIFIC YACHT CLUB | ||||||||
| PO BOX 4232 | COSTA MESA | CA | 92628 | NONE | PC | SUPPORT THE TRANSPACIFIC RACE | $20,000 | |
| ALL SEATED IN A BARN | ||||||||
| 1925 NUTE STREET | BAKERSFIELD | CA | 93301 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| AQUARIUM OF THE PACIFIC | ||||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| FOUR WINDS INC | ||||||||
| PO BOX 140 | DEER HARBOR | WA | 98243 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| GOLDEN EMPIRE GLEANERS | ||||||||
| 1326 30TH ST UNIT A | BAKERSFIELD | CA | 93301 | NONE | PC | FOOD BANK COVID-19 RELIEF FUND | $15,000 | |
| IDAHO FOODBANK WAREHOUSE INC DBA THE IDAHO FOODBANK | ||||||||
| 555 SOUTH 1ST AVE | POCATELLO | ID | 90012 | NONE | PC | COVID-19 FOOD BANK RELIEF FUND | $15,000 | |
| MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE | ||||||||
| 3230 EL CAMINO REAL | IRVINE | CA | 92602 | NONE | PC | GRANT WISHES FOR 2 CHILDREN | $15,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PC | GENERAL OPERATING SUPPORT | $13,000 | |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS | ||||||||
| 601 SOUTH FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PC | SCHOLARSHIP SUPPORT PAYABLE OVER 2 YEARS | $12,500 | |
| BOY SCOUTS OF AMERICA GREATER LOS ANGELES AREA COUNCIL | ||||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| PALOS VERDES ESTATES POLICE DEPARTMENT | ||||||||
| 340 PALOS VERDES DRIVE WEST | PALOS VERDES ESTATES | CA | 90274 | NONE | GOV | COMMUNITY GUN SAFETY COURSE/SUPPORT FOR SENIOR PROGRAM (PVECARES) | $12,500 | |
| BELLEVUE SCHOOLS FOUNDATION | ||||||||
| PO BOX 40644 | BELLEVUE | WA | 98015 | NONE | PC | SUPPORT SIGNS OF SUICIDE PROGRAM - PAUL WHITTIER | $10,000 | |
| BOYS & GIRLS CLUB OF NORTH SLO MID CENTRAL COAST | ||||||||
| 901 N RAILROAD AVE | SANTA MARIA | CA | 93458 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| 1450 NORTH UNIVERSITY AVENUE | PROVO | UT | 84604 | NONE | PC | $4,000 FOR BYU MEN'S BASEBALL TEAM, $4,000 FOR BYU CHEER SQUAD, $1,000 FOR THE BYU WOMEN'S SOFTBALL TEAM, $1,000 FOR BYU ATHLETIC DIRECTOR'S DISCRETIONARY FUND | $10,000 | |
| CALIFORNIA ART CLUB | ||||||||
| 65 SOUTH GRAND AVENUE | PASADENA | CA | 91105 | NONE | PC | 109TH ANNUAL GOLD MEDAL EXHIBITION GENERAL OPERATING SUPPORT AND PROGRAM FUNDING | $10,000 | |
| CLASSICAL TAHOE | ||||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||||
| POBOX 1870 | FORT COLLINS | CO | 80522 | NONE | PC | SUPPORT FOUR PROGRAMS ($2,500 EACH STUDENT DISABILITY CTR, RAM AID, LITTLE SHOP OF PHYSICS & SOFTBALL) | $10,000 | |
| CRITTERS WITHOUT LITTERS | ||||||||
| 4300 STINE ROAD 720 | BAKERSFIELD | CA | 93313 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 10350 SANTA MONICA BLVD SUITE 120 | LOS ANGELES | CA | 90025 | NONE | PC | GUTS & GLORY GALA | $10,000 | |
| CRYSTAL COVE CONSERVANCY | ||||||||
| 5 CRYSTAL COVE | NEWPORT COAST | CA | 92657 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FACES SF | ||||||||
| 1101 MASONIC AVE | SAN FRANCISCO | CA | 94117 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS OF SCOTCHMAN PEAKS WILDERNESS | ||||||||
| PO BOX 2061 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT FOR SAVE THE WILD SCOTCHMANS | $10,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HUNTINGTON MEMORIAL HOSPITAL | ||||||||
| 100 WEST CALIFORNIA BOULEVARD | PASADENA | CA | 91109 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MARE THERAPEUTIC RIDING CENTER | ||||||||
| PO BOX 21916 | BAKERSFIELD | CA | 93390 | NONE | PC | GENERAL OPERATION SUPPORT | $10,000 | |
| MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE | ||||||||
| 3230 EL CAMINO REAL | IRVINE | CA | 92602 | NONE | PC | CREATING LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES | $10,000 | |
| METHODIST HOSPITAL FOUNDATION | ||||||||
| 300 W HUNTINGTON DR | ARCADIA | CA | 91007 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MOUNT SAINT MARY'S UNIVERSITY | ||||||||
| 12001 CHALON ROAD | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MUST | ||||||||
| PO BOX 1540 | TEMPLETON | CA | 93465 | NONE | PC | NORTH SAN LUIS OBISPO COUNTY COMMUNITY PROJECTS | $10,000 | |
| NORTHWESTERN BAND OF THE SHOSHONE NATION | ||||||||
| 707 NORTH MAIN STREET | BRIGHAM CITY | UT | 84302 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ORANGEWOOD FOUNDATION | ||||||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | COVID-19 RELIEF SUPPORT | $10,000 | |
| PACIFIC BATTLESHIP CENTER | ||||||||
| 250 S HARBOR BLVD | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PELICAN COVE COUNSELING CENTER | ||||||||
| 240 S GARFIELD AVE | ALHAMBRA | CA | 91801 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE STREET STE 8000 | ANN ARBOR | MI | 48109 | NONE | PC | DIAGNOSTIC TESTING SPECIFICALLY FOR COVID TESTING FOR ENTERING STUDENTS IN THE FALL. | $10,000 | |
| ROCK CREEK ALLIANCE | ||||||||
| PO BOX 2636 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SAINT MARY'S COLLEGE OF CALIFORNIA | ||||||||
| 1928 SAINT MARYS RD | MORAGA | CA | 94575 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SAINT MARY'S UNIVERSITY OF MINNESOTA | ||||||||
| 700 TERRACE HEIGHTS 21 | WINONA | MN | 55987 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| STRENGTH OF SHADOW DOG RESCUE INC | ||||||||
| PO BOX 97 | BODFISH | CA | 93205 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE HARRAH AUTOMOBILE FOUNDATION | ||||||||
| 10 SOUTH LAKE STREET | RENO | NV | 89501 | NONE | PC | UNDERWRITE NEW STEM YOUTH EDUCATION INITIATIVE | $10,000 | |
| UPSIDE ACADEMY INC | ||||||||
| PO BOX 6056 | BAKERSFIELD | CA | 93386 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| YMCA OF ORANGE COUNTY | ||||||||
| 13821 NEWPORT AVENUE | TUSTIN | CA | 92780 | NONE | PC | PROVIDING CHILDCARE FOR FRONT LINE WORKERS (NURSES, DOCTORS, POLICE, FIRE FIGHTERS, ETC) DURING COVID 19 PANDEMIC | $10,000 | |
| ADVANCEMENT PROJECT | ||||||||
| 1910 WEST SUNSET BLVD SUITE 500 | LOS ANGELES | CA | 90026 | NONE | PC | JUSTICE PROJECT | $8,000 | |
| PLANNED PARENTHOOD MAR MONTE | ||||||||
| 1605 THE ALAMEDA | SAN JOSE | CA | 95126 | NONE | PC | BAKERSFIELD HEALTH CENTER | $8,000 | |
| SPARK PROGRAM | ||||||||
| 145 S SPRING ST SUITE 410 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT ($7,500 MGRS GRANTS) | $7,500 | |
| I HAVE A DREAM FOUNDATION - LOS ANGELES | ||||||||
| 3580 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| A WALK ON WATER | ||||||||
| 526 VICTORIA AVE | VENICE | CA | 90291 | NONE | PC | AWOW SURF THERAPY FOR CHILDREN IN NEED | $5,000 | |
| ASSOCIATION FOR BLACK ECONOMIC POWER | ||||||||
| 227 COLFAX AVE N | MINNEAPOLIS | MN | 55405 | NONE | PC | PIMENTO RELIEF FUND | $5,000 | |
| AUTRY MUSEUM OF THE AMERICAN WEST | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | NONE | PC | 2020 MASTERS SHOW | $5,000 | |
| CALLE MAYOR MIDDLE SCHOOL | ||||||||
| 4800 CALLE MAYOR | TORRANCE | CA | 90505 | NONE | GOV | STUDENT TECHNOLOGY SUPPORT | $5,000 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | NONE | PC | GENITO-URINARY CANCER AND SUPPORTIVE CARE MEDICINE PROJECT | $5,000 | |
| CITY OF TORRANCE | ||||||||
| CITY OF TORRANCE | TORRANCE | CA | 90503 | NONE | GOV | TORRANCE FD - TRAINING & SUPPLIES INCLUDING THERMAL IMAGERS FOR SEARCH & RESCUE | $5,000 | |
| COMMUNITY HEALTH ALLIANCE | ||||||||
| 680 S ROCK BLVD | RENO | NV | 89502 | NONE | PC | GENERAL OPERATING SUPPOT | $5,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST | LOS ANGELES | CA | 90012 | NONE | PC | PALOS VERDES ESTATES FOUNDATION - MEDIAN IMPROVEMENT PROJECT - ARLO SORENSEN | $5,000 | |
| FAMILY CENTERS INC | ||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | PC | PERSONAL PROTECTIVE EQUIPMENT AND SUPPLIES FOR THE HEAD START PROGRAM | $5,000 | |
| FREEDOM4U | ||||||||
| 336 TEJON PLACE | PALOS VERDES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GREENWICH ALLIANCE FOR EDUCATION | ||||||||
| 48 MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PC | AVID SUCCESS PROGRAM | $5,000 | |
| GREENWICH UNITED WAY | ||||||||
| 500 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | PC | GREENWICH UNITED WAY - EARLY CHILDHOOD ACHIEVEMENT GAP SOLUTIONS PROGRAM | $5,000 | |
| HARBOR INTERFAITH SERVICES | ||||||||
| 670 W 9TH ST | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HEALTHCARE AND ELDER LAW PROGRAMS (HELPHELP) | ||||||||
| 1404 CRAVENS AVE | TORRANCE | CA | 90501 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BLVD STE 300 | LOS ANGELES | CA | 90041 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| INTERFACE CHILDREN & FAMILY SERVICES | ||||||||
| 4001 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| KENYON COLLEGE | ||||||||
| 105 CHASE AVENUE | GAMBIER | OH | 43022 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LOVE AND UNITY CHRISTIAN FELLOWSHIP | ||||||||
| P O BOX 5449 | COMPTON | CA | 90224 | NONE | PC | LOVE AND UNITY CHRISTIAN FELLOWSHIP SUMMER CAMP PROGRAM | $5,000 | |
| MANNA CONEJO VALLEY FOOD BANK | ||||||||
| PO BOX 1114 | THOUSAND OAKS | CA | 91358 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW VILLAGE GIRLS ACADEMY NEW VILLAGE CHARTER SCHOOL INC | ||||||||
| 147 N OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 90026 | NONE | PC | SPONSORSHIP SUPPORT | $5,000 | |
| PALOS VERDES ON THE NET | ||||||||
| 550 DEEP VALLEY DR | ROLLING HILLS ESTATES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORTT | $5,000 | |
| PARTNERS IN CARE FOUNDATION | ||||||||
| 732 MOTT STREET SUITE 150 | SAN FERNANDO | CA | 91340 | NONE | PC | SPONSORSHIP SUPPORT | $5,000 | |
| PENINSULA FRIENDS OF THE LIBRARY | ||||||||
| 701 SILVER SPUR ROAD | ROLLING HILLS ESTATES | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PLEDGELING FOUNDATION | ||||||||
| 2100 ABBOT KINNEY BLVD UNIT E | VENICE | CA | 90291 | NONE | PC | NURSE HEROES | $5,000 | |
| RENOWN HEALTH FOUNDATION | ||||||||
| 245 E LIBERTY AVE SUITE 400 | RENO | NV | 89501 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ROSE BOWL LEGACY FOUNDATION | ||||||||
| 1001 ROSE BOWL DRIVE | PASADENA | CA | 91103 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SAN MARINO COMMUNITY CHURCH | ||||||||
| 1750 VIRGINIA ROAD | SAN MARINO | CA | 91108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SAN MARINO SCHOOLS FOUNDATION | ||||||||
| 1665 WEST DRIVE | SAN MARINO | CA | 91108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SANDPOINT WALDORF SCHOOL | ||||||||
| PO BOX 95 | SANDPOINT | ID | 83864 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SEATTLE ARTS & LECTURES | ||||||||
| 340 15TH AVE E SUITE 301 | SEATTLE | WA | 98112 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOUTH HIGH SCHOOL | ||||||||
| 4801 PACIFIC COAST HWY | TORRANCE | CA | 90505 | NONE | GOV | STEM COMPETITION TEAMS | $5,000 | |
| SWITZER LEARNING CENTER | ||||||||
| 2201 AMAPOLA COURT | TORRANCE | CA | 90501 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TAHOE FUND | ||||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE BLOEDEL RESERVE | ||||||||
| 7571 NE DOLPHIN DR | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | GENERAL OPERATING SUPPPORT | $5,000 | |
| THE HOUSE OF YAHWEH | ||||||||
| 4046 MARINE AVE | LAWNDALE | CA | 90260 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE LITERACY PROJECT | ||||||||
| 124 TUSTIN AVE | NEWPORT BEACH | CA | 92663 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNIVERSITY OF WISCONSIN - SUPERIOR FOUNDATION INC | ||||||||
| PO BOX 2000 | SUPERIOR | WI | 54880 | NONE | PC | PRUITT CENTER FOR MINDFULNESS AND WELLBEING | $5,000 | |
| VERBUM DEI HIGH SCHOOL | ||||||||
| 11100 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90059 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WASHINGTON WOMEN'S FOUNDATION | ||||||||
| 2100 24TH AVENUE SOUTH SUITE 330 | SEATTLE | WA | 98122 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA (BRITTINGHAM SOCIAL ENTERPRISE LAB) | ||||||||
| MARSHALL SCHOOL OF BUSINESS | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL OPERATING SUPPORT | $4,500 | BRITTINGHAM SOCIAL ENTERPRISE LAB |
| ALLIANCE AGAINST FAMILY VIOLENCE AND SEXUAL ASSAULT | ||||||||
| 1600 E TRUXTUN AVENUE | BAKERSFIELD | CA | 93305 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| WARMLINE-LA CRESTA FOUNDATION | ||||||||
| 4101 UNION AVENUE SUITE 3 | BAKERSFIELD | CA | 93305 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| FLINTRIDGE SACRED HEART ACADEMY | ||||||||
| 440 ST KATHERINE DRIVE | LA CANADA | CA | 91011 | NONE | PC | 6/26/2020 FLINTRIDGE FUND SCHOLARSHIP AND FINANCIAL AID, 8/12/2020 GENERAL OPERATING SUPPORT | $3,500 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| HUMAN OPTIONS | ||||||||
| 5540 TRABUCO RD | IRVINE | CA | 92620 | NONE | PC | ADVOCATE FOR SOCIAL CHANGE, VIRTUAL FALL EVENT | $3,000 | |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION | ||||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA | ||||||||
| 1300 FOSTER DR STE 210 | RENO | NV | 89509 | NONE | PC | GENERAL MENTORING | $2,500 | |
| BOYS & GIRLS CLUB OF SANTA BARBARA | ||||||||
| 632 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | NONE | PC | SUPPORT FOR ANNUAL GALA | $2,500 | |
| BOYS & GIRLS CLUB OF SANTA BARBARA | ||||||||
| 632 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | NONE | PC | YOUTH MENTORSHIP PROGRAM | $2,500 | |
| BOYS & GIRLS CLUB OF TRUCKEE MEADOWS | ||||||||
| 2680 E NINTH STREET | RENO | NV | 89512 | NONE | PC | EMERGENCY RESPONSE TO COVID-19 FOR FAMILIES IN NEED, PROVISION OF FULL-DAY PROGRAMMING FOR CHILDREN OF HEALTHCARE AND OTHER ESSENTIAL WORKERS. | $2,500 | |
| CALVARY BAPTIST CHURCH AND SCHOOLS | ||||||||
| 2990 DAMIEN AVE | LA VERNE | CA | 91750 | NONE | PC | BLACK TOP IMPROVEMENT PROJECT | $2,500 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | NONE | PC | STOMACH CANCER | $2,500 | |
| CORPORATION OF THE FINE ARTS MUSEUMS | ||||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | MUSEUM AMBASSADORS AT THE FINE ARTS MUSEUMS OF SAN FRANCISCO | $2,500 | |
| FRIENDS OF ROBINSON GARDENS | ||||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | GRAHAM KRAUS-SANDERS MEMORIAL SCHOLARSHIP FUND | $2,500 | |
| GREEN DOT PUBLIC SCHOOLS NATIONAL | ||||||||
| 1149 S HILL STREET SUITE 600 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GREEN DOT PUBLIC SCHOOLS NATIONAL | ||||||||
| 1149 S HILL STREET SUITE 600 | LOS ANGELES | CA | 90015 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| HOLY FAMILY HIGH SCHOOL | ||||||||
| 400 EAST LOMITA AVE | GLENDALE | CA | 91205 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| IMMACULATE CONCEPTION SCHOOL | ||||||||
| 830 GREEN AVE | LOS ANGELES | CA | 90021 | NONE | PC | TUITION SUPPORT | $2,500 | |
| IRANIAN AMERICAN WOMEN FOUNDATION | ||||||||
| 18881 VON KARMAN AVE | IRVINE | CA | 92612 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA | ||||||||
| 6250 FOREST LAWN DRIVE | LOS ANGELES | CA | 90068 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LENZ PTA | ||||||||
| 2500 HOMELAND DR | RENO | NV | 89511 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE | ||||||||
| 3230 EL CAMINO REAL | IRVINE | CA | 92602 | NONE | PC | CREATING LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES -WHIT BATCHLOR $2500 | $2,500 | |
| MONTEREY HILLS ELEMENTARY SCHOOL - PTA | ||||||||
| 1624 VIA DEL REY | SOUTH PASADENA | CA | 91030 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MOUNTAIN CREEK COTTAGES | ||||||||
| 5800 MOUNTAIN CREEK RD | ATLANTA | GA | 30328 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NEVADA MUSEUM OF ART | ||||||||
| 160 W LIBERTY ST | RENO | NV | 89501 | NONE | PC | E.L. CORD MUSEUM SCHOOL | $2,500 | |
| NEW BOSTON CENTRAL SCHOOL | ||||||||
| 15 CENTRAL SCHOOL ROAD | NEW BOSTON | NH | 03070 | NONE | GOV | STUDENT ACTIVITIES FUND | $2,500 | |
| NORTHRIDGE HOSPITAL FOUNDATION | ||||||||
| DIGNITY HEALTH FOUNDATION CATS | NORTHRIDGE | CA | 91325 | NONE | PC | CENTER FOR ASSAULT TREATMENT SERVICES (C.A.T.S.) | $2,500 | |
| PF BRESEE FOUNDATION | ||||||||
| 184 S BIMINI PLACE | LOS ANGELES | CA | 90004 | NONE | PC | GENERATING OPERATING SUPPORT | $2,500 | |
| PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 351 SOUTH HUDSON AVENUE | PASADENA | CA | 91109 | NONE | PC | SIERRA MADRE ELEMENTARY SCHOOL - $2,500 MIKE CASEY III | $2,500 | |
| PASADENA HISTORICAL MUSEUM INC DBA PASADENA MUSEUM OF HISTORY | ||||||||
| 470 W WALNUT STREET | PASADENA | CA | 91103 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PI BETA PHI FOUNDATION | ||||||||
| 1154 TOWN AND COUNTRY COMMONS DR | TOWN AND COUNTRY | MO | 63017 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PROVIDENCE TRINITYCARE FOUNDATION | ||||||||
| 5315 TORRANCE BLVD | TORRANCE | CA | 90503 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SAMUELI ACADEMY | ||||||||
| 1901 N FAIRVIEW ST | SANTA ANA | CA | 92706 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SANTA BARBARA YOUTH SAILING FOUNDATION | ||||||||
| 130 HARBOR WAY | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SKY TAVERN | ||||||||
| 21130 MOUNT ROSE HIGHWAY | RENO | NV | 89511 | NONE | PC | PROGRAMS AND SCHOLARSHIP SKY TAVERN JUNIOR SKI PROGRAM | $2,500 | |
| SOUTH OF MARKET CHILD CARE INC (SOMACC) | ||||||||
| 790 FOLSOM STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 N ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | NONE | PC | SCG 2020 FAMILY PHILANTHROPY CONFERENCE SPONSORSHIP SUPPORT | $2,500 | |
| SPARK PROGRAM | ||||||||
| 145 S SPRING ST SUITE 410 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT - GUS SANCHEZ 2500 | $2,500 | |
| STPHILIP THE APOSTLE SCHOOL | ||||||||
| 1363 CORDOVA STREET | PASADENA | CA | 91106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE CATALINA ISLAND CONSERVANCY | ||||||||
| 320 GOLDEN SHORE AVE SUITE 330 | LONG BEACH | CA | 90802 | NONE | PC | COMMUNITY SUPPORT | $2,500 | |
| THE HARMONY PROJECT | ||||||||
| 4322 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORTT | $2,500 | |
| THE RIGHTWAY FOUNDATION | ||||||||
| 3650 W MARTIN LUTHER KING JR BLVD | LOS ANGELES | CA | 90008 | NONE | PC | HELP TRANSITION-AGE FOSTER YOUTH TO GET AND KEEP GOOD JOBS | $2,500 | |
| TRINITY CLASSICAL ACADEMY | ||||||||
| 28310 KELLY JOHNSON PARKWAY | VALENCIA | CA | 91355 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | NONE | PC | ANDERSON VENTURE IMPACT PARTNERS | $2,500 | |
| UNITED RELIGIONS DBA UNITED RELIGIONS INITIATIVE | ||||||||
| 1009 GENERAL KENNEDY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| UNIVERSITY OF NEVADA RENO FOUNDATION | ||||||||
| 1664 N VIRGINIA STREET | RENO | NV | 89557 | NONE | PC | SILVER AND BLUE SOCIETY & COLLEGE OF BUSINESS STUDENT NEEDS | $2,500 | |
| UNIVERSITY OF NEVADA RENO FOUNDATION | ||||||||
| 1664 N VIRGINIA STREET | RENO | NV | 89557 | NONE | PC | AT-RISK YOUTH FUND ($1,250), COLLEGE OF BUSINESS ANNUAL FUND ($1,250) | $2,500 | |
| VILLA ESPERANZA SERVICES | ||||||||
| 2116 EAST VILLA STREET | PASADENA | CA | 91107 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| VOX FEMINA LOS ANGELES | ||||||||
| 3341 CAROLINE AVE | CULVER CITY | CA | 90232 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| WITHINREACH | ||||||||
| 155 NE 100TH | SEATTLE | WA | 98125 | NONE | PC | HEALTHY FAMILIES IN HEALTHY COMMUNITIES IN WASHINGTON STATE | $2,500 | |
| WOODBURY UNIVERSITY SCHOOL OF BUSINESS | ||||||||
| 7500 N GLENOAKS BLVD | BURBANK | CA | 91504 | NONE | PC | SUPPORT FOR STUDENT AND FACULTY DEVELOPMENT | $2,500 | |
| SINCERELY ROYAL FOUNDATION | ||||||||
| PO BOX 50591 | BELLEVUE | WA | 98015 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| TAKEACTION MINNESOTA EDUCATION FUND | ||||||||
| 705 RAYMOND AVE STE 100 | SAINT PAUL | MN | 55114 | NONE | PC | BLACK VISIONS COLLECTIVE | $2,000 | |
| WESTERN CENTER ON LAW & POVERTY | ||||||||
| 3701 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| ORANGE COUNTY MUSEUM OF ART | ||||||||
| 850 SAN CLEMENTE DRIVE | NEW PORT BEACH | CA | 92660 | NONE | PC | GENERAL OPERATING SUPPORT | $1,200 | |
| ALL GIRL EVERYTHING | ||||||||
| 3801 BEACON AVE S | SEATTLE | WA | 98108 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CALIFORNIA INNOCENCE PROJECT | ||||||||
| 225 CEDAR STREET | SAN DIEGO | CA | 92101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CASA DE LAS AMIGAS DBA CASA TREATMENT CENTER | ||||||||
| 160 N EL MOLINO AVENUE | PASADENA | CA | 91101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CITIZENS FOR LOS ANGELES WILDLIFE (CLAW) | ||||||||
| PO BOX 50003 | STUDIO CITY | CA | 90074 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FAMILIES FORWARD | ||||||||
| 8 THOMAS | IRVINE | CA | 92618 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| FAMILIES FORWARD (FORMERLY MOTHERS' CLUB) | ||||||||
| 980 N FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| GLENDALE HIGH SCHOOL | ||||||||
| 1440 EAST BROADWAY BOULEVARD | GLENDALE | CA | 91205 | NONE | GOV | GLENDALE HIGH SCHOOL GIRLS VOLLEYBALL TEAM | $1,000 | |
| HOPE FOR PAWS | ||||||||
| 8950 W OLYMPIC BLVD 525 | BEVERLY HILLS | CA | 90211 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SOUTH PASADENA EDUCATIONAL FOUNDATION | ||||||||
| 1100 EL CENTRO ST | SOUTH PASADENA | CA | 91030 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ST JAMES' EPISCOPAL CHURCH | ||||||||
| 1325 MONTEREY RD | SOUTH PASADENA | CA | 91030 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE MUSEUM OF FLIGHT | ||||||||
| 9404 E MARGINAL WAY SOUTH | SEATTLE | WA | 98108 | NONE | PC | ONLINE EDUCATION PROGRAMS | $1,000 | |
| VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||
| 2500 EL CAMINO REAL SUITE 100 | PALO ALTO | CA | 94306 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WOMEN AND CHILDREN'S CENTER OF THE SIERRA | ||||||||
| 3905 NEIL RD 2 | RENO | NV | 89502 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ST MONICA'S CATHOLIC COMMUNITY | ||||||||
| 725 CALIFORNIA AVENUE | SANTA MONICA | CA | 90403 | NONE | PC | SMASH | $750 | |
| PROVIDENCE MILWAUKIE FOUNDATION | ||||||||
| 10150 SE 32ND AVE | MILWAUKIE | OR | 97222 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,283,950 | 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 | $483,997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,059,929 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 01 | $21,662 |
| OTHER INCOME | 01 | $13,905 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,579,493 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,579,493 | 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 | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $10,400 | $2,600 | $7,800 |
| TAX PREPARATION FEES | $18,079 | $4,520 | $13,559 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 52,618.58 UNITS AMER 3.2 06/15/2028 | $51,308 | $51,308 |
| 30,000 UNITS ANADARKO PETE CORP DEB 7.200% 3/15/29 | $29,472 | $29,472 |
| 50,000 UNITS CITIBANK NA N Y FRNT 7/23/21 | $50,145 | $50,145 |
| 85,000 UNITS CITIGROUP INC NOTE PRFD 12/31/99 | $85,128 | $85,128 |
| 5,000 UNITS COLUMBIA PPTY TR OPER PART NOTE 3.650% 8/15/26 | $5,226 | $5,226 |
| 70,000 UNITS FORD MOTOR CREDIT CO LLC NOTE 4.687% 6/09/25 | $74,638 | $74,638 |
| 50,000 UNITS FORD MOTOR CREDIT CO LLC NOTE 5.125% 6/16/25 | $54,365 | $54,365 |
| 75,000 UNITS LLOYDS BANKING GROUP PLC NOTE 3.100% 7/06/21 | $76,049 | $76,049 |
| 20,000 UNITS OCCIDENTAL PETE CORP NOTE 3.400% 4/15/26 | $19,068 | $19,068 |
| 215,000 UNITS TOYOTA MOTOR CREDIT CORP MTNV 6/29/22 | $213,893 | $213,893 |
| 25,000 UNITS VALERO ENERGY PARTNERS LP NOTE 4.375%12/15/26 | $28,939 | $28,939 |
| 125,000 UNITS WELLS FARGO & CO MTNV 1/31/38 | $113,125 | $113,125 |
| 83,000 UNITS WELLS FARGO & CO MTNV 5/19/27 | $78,435 | $78,435 |
| 50,000 UNITS WELLS FARGO CO MTN BE MTNF 4.300% 7/22/27 | $58,589 | $58,589 |
| 100,000 UNITS CITIGROUP INC PRFD 5.900%12/31/99 | $105,050 | $105,050 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,130 UNITS VANGUARD EMERGING MARKET EQUITY ETF | $357,284 | $357,284 |
| 3,750 UNITS SPDR TR S&P 500 | $1,402,050 | $1,402,050 |
| 825 UNITS MIDCAP SPDR TR UNIT SER 1 | $346,434 | $346,434 |
| 1,759 UNITS 3M CO | $307,456 | $307,456 |
| 1,759 UNITS AMERICAN EXPRESS CO COM | $212,681 | $212,681 |
| 7,036 UNITS APPLE COMPUTER INC COM | $933,607 | $933,607 |
| 1,759 UNITS BOEING CO COM | $376,532 | $376,532 |
| 1,759 UNITS CATERPILLAR INC DEL COM | $320,173 | $320,173 |
| 1,759 UNITS CHEVRON CORP COM | $148,548 | $148,548 |
| 1,759 UNITS CISCO SYS INC COM | $78,715 | $78,715 |
| 1,759 UNITS COCA COLA CO COM | $96,464 | $96,464 |
| 585 UNITS CORTEVA INC COM | $22,651 | $22,651 |
| 1,759 UNITS DISNEY WALT CO COM DISNEY | $318,696 | $318,696 |
| 585 UNITS DOW INC COM | $32,468 | $32,468 |
| 585 UNITS DUPONT DE NEMOURS INC COM | $41,599 | $41,599 |
| 1,759 UNITS EXXON MOBIL CORP COM | $72,506 | $72,506 |
| 1,759 UNITS GOLDMAN SACHS GROUP INC COM | $463,866 | $463,866 |
| 1,759 UNITS HOME DEPOT INC COM | $467,226 | $467,226 |
| 1,759 UNITS INTEL CORP COM | $87,633 | $87,633 |
| 1,759 UNITS INTERNATIONAL BUSINESS MACHS COM | $221,423 | $221,423 |
| 1,759 UNITS J P MORGAN CHASE & CO COM | $223,516 | $223,516 |
| 1,759 UNITS JOHNSON & JOHNSON COM | $276,831 | $276,831 |
| 1,759 UNITS MCDONALDS CORP COM | $377,446 | $377,446 |
| 1,759 UNITS MERCK & CO INC COM | $143,886 | $143,886 |
| 1,759 UNITS MICROSOFT CORP COM | $391,237 | $391,237 |
| 1,759 UNITS NIKE INC CL B | $248,846 | $248,846 |
| 1,759 UNITS PFIZER INC COM | $64,749 | $64,749 |
| 1,759 UNITS PROCTER & GAMBLE CO COM | $244,747 | $244,747 |
| 1,759 UNITS RAYTHEON TECHNOLOGIES CORP COM | $125,786 | $125,786 |
| 1,759 UNITS TRAVELERS COMPANIES, INC COM | $246,911 | $246,911 |
| 1,759 UNITS UNITEDHEALTH GROUP INC COM | $616,846 | $616,846 |
| 1,759 UNITS VERIZON COMMUNICATIONS COM | $103,341 | $103,341 |
| 1,759 UNITS VISA INC COM CL A | $384,746 | $384,746 |
| 1,759 UNITS WAL MART STORES INC COM | $253,560 | $253,560 |
| 1,759 UNITS WALGREEN CO COM | $70,149 | $70,149 |
| 1,759 UNITS CARRIER GLOBAL CORPORATION COM | $66,350 | $66,350 |
| 879 UNITS OTIS WORLDWIDE CORP COM | $59,376 | $59,376 |
| 218 UNITS VIATRIS INC COM | $4,085 | $4,085 |
| 488 UNITS TEVA PHARMACEUTICAL INDS LTD ADR | $4,709 | $4,709 |
| 318 UNITS VODAFONE GROUP PLC NEW SPONSORED ADR | $5,241 | $5,241 |
| 187 UNITS BAIDU INC SPON ADR REP A | $40,437 | $40,437 |
| 786 UNITS ACTIVISION BLIZZARD INC COM | $72,980 | $72,980 |
| 351 UNITS ADOBE SYS INC COM | $175,542 | $175,542 |
| 123 UNITS ALEXION PHARMACEUTICALS INC COM | $19,218 | $19,218 |
| 174 UNITS ALPHABET INC CL A | $304,959 | $304,959 |
| 174 UNITS ALPHABET INC CL C | $304,827 | $304,827 |
| 310 UNITS AMAZON COM INC COM | $1,009,648 | $1,009,648 |
| 638 UNITS AMGEN INC COM | $146,689 | $146,689 |
| 17,882 UNITS APPLE COMPUTER INC COM | $2,372,763 | $2,372,763 |
| 1,021 UNITS AT&T INC COM | $29,364 | $29,364 |
| 344 UNITS AUTOMATIC DATA PROCESSING INCOME | $60,613 | $60,613 |
| 164 UNITS BIOGEN IDEC INC | $40,157 | $40,157 |
| 34 UNITS BOOKING HOLDINGS INC | $75,727 | $75,727 |
| 629 UNITS BRISTOL MYERS SQUIBB CO COM | $39,017 | $39,017 |
| 225 UNITS CERNER CORP COM | $17,658 | $17,658 |
| 141 UNITS CHECK POINT SOFTWARE TECH LT ORD | $18,740 | $18,740 |
| 85 UNITS CIGNA CORP NEW COM | $17,695 | $17,695 |
| 3,784 UNITS CISCO SYS INC COM | $169,334 | $169,334 |
| 418 UNITS COGNIZANT TECHNOLOGY SOLUTIONS CORP | $34,255 | $34,255 |
| 2,868 UNITS COMCAST CORP | $150,283 | $150,283 |
| 301 UNITS COSTCO WHSL CORP NEW COM | $113,411 | $113,411 |
| 426 UNITS DISNEY WALT CO COM DISNEY | $77,183 | $77,183 |
| 893 UNITS EBAY INC COM | $44,873 | $44,873 |
| 80 UNITS EXPEDIA INC DEL COM NEW | $10,592 | $10,592 |
| 424 UNITS FOX CORP CL A COM | $12,347 | $12,347 |
| 1,058 UNITS GILEAD SCIENCES INC COM | $61,639 | $61,639 |
| 88 UNITS ILLUMINA INC COM | $32,560 | $32,560 |
| 3,651 UNITS INTEL CORP COM | $181,893 | $181,893 |
| 208 UNITS INTUIT COM | $79,009 | $79,009 |
| 73 UNITS INTUITIVE SURGICAL INC | $59,721 | $59,721 |
| 11,991 UNITS INVESCO QQQ TR UNIT SER 1 | $3,762,056 | $3,762,056 |
| 5,789 UNITS MICROSOFT CORP COM | $1,287,589 | $1,287,589 |
| 271 UNITS NETFLIX INC COM | $146,538 | $146,538 |
| 509 UNITS NORTONLIFELOCK INC COM | $10,577 | $10,577 |
| 96 UNITS O REILLY AUTOMOTIVE INC NEW COM | $43,447 | $43,447 |
| 3,548 UNITS ORACLE CORP COM | $229,520 | $229,520 |
| 248 UNITS PACCAR INC COM | $21,397 | $21,397 |
| 256 UNITS PAYCHEX INC COM | $23,854 | $23,854 |
| 905 UNITS PAYPAL HLDGS INC COM | $211,951 | $211,951 |
| 1,159 UNITS QUALCOMM INC COM | $176,562 | $176,562 |
| 326 UNITS ROSS STORES INC COM | $40,036 | $40,036 |
| 1,035 UNITS STARBUCKS CORP COM | $110,724 | $110,724 |
| 163 UNITS VERIZON COMMUNICATIONS COM | $9,576 | $9,576 |
| 140 UNITS VERTEX PHARMACEUTICALS INC COM | $33,088 | $33,088 |
| 118 UNITS CDK GLOBAL INC COM | $6,116 | $6,116 |
| 132 UNITS CITRIX SYS INC COM | $17,173 | $17,173 |
| 422 UNITS FASTENAL CO COM | $20,606 | $20,606 |
| 250 UNITS MATTEL INC COM | $4,363 | $4,363 |
| 299 UNITS NEWS CORP NEW CL A | $5,373 | $5,373 |
| 281 UNITS SEAGATE TECHNOLOGY PLC SHS | $17,467 | $17,467 |
| 51 UNITS STERICYCLE INC COM | $3,536 | $3,536 |
| 87.50 UNITS TRIPADVISOR INC COM | $2,518 | $2,518 |
| 293 UNITS VIATRIS INC COM | $5,491 | $5,491 |
| 87 UNITS WYNN RESORTS LTD COM | $9,816 | $9,816 |
| 940 UNITS ALTABA INC | $13,677 | $13,677 |
| 60 UNITS FIRST SOLAR INC COM | $5,935 | $5,935 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $207,112 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $207,112 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HERSHISER INCOME FUND IV LP | FMV | $26,006 | $26,006 |
| HERSHISER INCOME FUND V LP | FMV | $473,994 | $473,994 |
| GREATPOINT VENTURES INNOVATION FD II, LP | FMV | $522,335 | $522,335 |
| MULTIVERSE INVESTMENT FUND I, LP | FMV | $1,248,038 | $1,248,038 |
| WHITTIER INTERNATIONAL FUND A, L P | FMV | $3,563,823 | $3,563,823 |
| WHITTIER CORPORATE AMERICA FUND, LP | FMV | $42,569,853 | $42,569,853 |
| WHITTIER SMALL CAP FUND, LP | FMV | $8,037,522 | $8,037,522 |
| WHITTIER CORE FIXED INCOME FUND, LLC | FMV | $5,031,585 | $5,031,585 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $329,401 | $19,812 | $19,812 |
| ACCRUED INTEREST PURCHASED | $5,932 | $3,091 | $3,091 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $750 | $0 | $750 |
| MISCELLANEOUS | $774 | $0 | $774 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIP - WHITTIER CORE FIXED INCOME FUND LLC | $0 | $10,674 | $0 |
| INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II, LP | $0 | -$13,147 | $0 |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP | $0 | -$551 | $0 |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP | $0 | $31,067 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A | $0 | $20,940 | $0 |
| INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I, LP | $0 | -$5,642 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER SMALL CAP FUND, LP | $0 | -$14,883 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP | $0 | $455 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND, LP | $0 | $269,207 | $0 |
| PARTNERSHIP INCOME | $21,662 | $21,662 | |
| OTHER INCOME | $13,905 | $13,905 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $13,565,590 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| BOY Book Value | $448,990 | BOYBookValueAmt |
| EOY Book Value | $623,981 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $161,121 | $161,121 | $0 |
| PHILANTHROPIC SVCS FEES | $483,362 | $0 | $483,362 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $209,194 | $0 | $0 |
| FILING FEES | $704 | $0 | $0 |