2020-07-30T15:10:22-05:00 2019-12-31 954835865 GOEHNER ACCOUNTANCY CORPORATION 251 S LAKE AVENUE SUITE 730 PASADENA CA 91101 990PF 2019-01-01 200775264 WHH FOUNDATION WHHF 6264496321 1060 AVONDALE ROAD SAN MARINO CA 91108 BERNADETTE GLENN PRESIDENT 6264496321 2020-07-22 1 KRISTIN CREIGHTON P00216922 6264496321 2020-07-22 2019 2022-09-23 18:48:47Z X 24868059 X X 29952 29952 401568 401568 665837 1194008 685941 34400 34400 1131757 1151861 83224 12484 62418 107894 7646 65473 10805 585 7586 1188 0 0 65150 19460 19460 59657 44672 11929 41512 9835 9546 49387 2715 40518 24685 568 20589 443502 97965 237519 968629 968629 1412131 97965 1206148 -280374 1053896 303419 243991 243991 4656440 4071912 4071912 107250 107250 98750 14626515 14991744 20453406 19693624 19414897 24868059 1514 3064 1514 3064 X 0 0 0 0 19692110 19411833 19692110 19411833 19693624 19414897 19692110 -280374 97 19411833 0 19411833 38,226.3 SHS BOND FUND OF AMERICA P 2019-06-13 500000 425910 74090 74090 5,172.533 SHS CAPITAL WORLD BOND FUND D 2018-05-11 2019-03-27 101692 82157 19535 19535 CAPITAL GAINS DIVIDENDS P 592316 592316 592316 685941 0 1202292 24281727 0.049514 1096103 21517667 0.050940 1042812 18303991 0.056972 927712 17425526 0.053239 866155 17789440 0.048689 0.259354 0.051871 23626114 1225510 10539 1236049 1206148 21078 0 21078 0 21078 22500 0 0 22500 0 1422 1422 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.WHH-FOUNDATION.ORG THE FOUNDATION 6264496321 1060 AVONDALE ROAD SAN MARINO CA 91108 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM H HURT 1060 AVONDALE ROAD SAN MARINO CA 91108 VICE PRESIDENT 2.00 0 0 0 KELLEY A PURNELL 1060 AVONDALE ROAD SAN MARINO CA 91108 TREASURER 1.00 0 0 0 MARK L PURNELL 1060 AVONDALE ROAD SAN MARINO CA 91108 CHAIR 2.00 0 0 0 BERNADETTE GLENN 1060 AVONDALE ROAD SAN MARINO CA 91108 PRESIDENT 40.00 79615 0 3609 STEPHANIE L PURNELL 1060 AVONDALE ROAD SAN MARINO CA 91108 SECRETARY AND FAMILY COUNCIL CHAIR 2.00 0 0 0 MICHAEL T KERR 1060 AVONDALE ROAD SAN MARINO CA 91108 INVESTMENT COMMITTEE CHAIR 1.00 0 0 0 NONE 0 GOEHNER ACCOUNTANCY 251 S LAKE AVENUE SUITE 730 PASADENA CA 91101 ACCOUNTING/CONSULTING 69955 0 0 19523191 3936151 526561 23985903 0 0 23985903 359789 23626114 1181306 1181306 21078 21078 1160228 0 1160228 0 1160228 1206148 0 1206148 0 1206148 1160228 0 0 9282 76765 141248 56524 28369 312188 1206148 0 0 0 1160228 45920 0 0 358108 0 0 0 0 0 0 9282 348826 76765 141248 56524 28369 45920 WILLIAM H HURT X 826LA 1714 W SUNSET BOULEVARD LOS ANGELES CA 90026 PC GENERAL SUPPORT 5000 ALAMEDA COUNTY COMMUNITY FOOD BANK PO BOX 2599 OAKLAND CA 94614 PC GENERAL SUPPORT 5000 ALLIANCE FOR JUSTICE 11 DUPONT CIRCLE NW SECOND FLOOR WASHINGTON DC 20036 PC PROGRAM/PROJECT SUPPORT 10000 AMERICAN BALLET THEATRE 890 BROADWAY 3RD FLOOR NEW YORK NY 10003 PC GENERAL SUPPORT 1000 ASPEN HOPE CENTER PO BOX 1115 BASALT CO 81621 PC GENERAL SUPPORT 5000 ASPEN SANTA FE BALLET 0245 SAGE WAY ASPEN CO 81611 PC GENERAL SUPPORT 40000 ASPEN SPORTS MEDICINE FOUNDATION 725 VINE STREET ASPEN CO 81611 PC PROGRAM/PROJECT SUPPORT 28500 ASPEN YOUTH CENTER PO BOX 8266 ASPEN CO 81612 PC GENERAL SUPPORT 1000 ATHENAEUM PRESERVATION FUND 551 SOUTH HILL AVE PASADENA CA 91106 PC GENERAL SUPPORT 1000 CALIFORNIA COUNCIL SCIENCE (CCST) 5005 LA MART DRIVE SUITE 105 RIVERSIDE CA 92507 PC PROGRAM/PROJECT SUPPORT 10000 CASA OF CENTRAL OREGON 1029 NW 14TH ST BEND OR 97703 PC GENERAL SUPPORT 11000 CATHOLIC CHARITIES LABOURE CENTER 275 WEST BROADWAY SOUTH BOSTON MA 02127 PC PROGRAM/PROJECT SUPPORT 30000 CENTER FOR EARLY INTERVENTION DEAFNESS CEID 1035 GRAYSON BERKELEY CA 94710 PC GENERAL SUPPORT 5000 CENTER FOR STUDY OF THE PRESIDENCY 601 13TH STREET NW 1050N WASHINGTON DC 20005 PC GENERAL SUPPORT 10000 CHILDREN'S HOSPITAL OF LA 4650 SUNSET BLVD 29 LOS ANGELES CA 90027 PC PROGRAM/PROJECT SUPPORT 100000 CLAREMONT MUSEUM OF ART 200 W FIRST STREET CLAREMONT CA 91711 PC PROGRAM/PROJECT SUPPORT 10000 DESCHUTES COUNTY CHILDREN'S FOUNDATION 1010 NW 14TH STREET BEND OR 97703 PC GENERAL SUPPORT AND PROGRAM/PROJECT SUPPORT 11000 DIGNITY HEALTH FOUNDATION - EAST VALLEY 1727 W FRYE ROAD SUITE 230 CHANDLER AZ 85224 PC PROGRAM/PROJECT SUPPORT 7500 EDUCATION FDN BEND-LA PINE SCHOOLS PO BOX 1436 BEND OR 97709 PC PROGRAM/PROJECT SUPPORT 5000 EDUCATORS 4 EXCELLENCE-LOS ANGELES 448 SOUTH HILL STREET LOS ANGELES CA 90013 PC GENERAL SUPPORT 35000 ENGLISH IN ACTION P O BOX 4856 BASALT CO 81621 PC GENERAL SUPPORT 5000 FIRST LIGHT FOUNDATION 1755 SNOWMASS CREEK ROAD SNOWMASS CO 81654 PC GENERAL SUPPORT 500 FLINTRIDGE CENTER 236 W MOUNTAIN ST SUITE 106 PASADENA CA 91103 PC PROGRAM/PROJECT SUPPORT 20000 FOOTHILL FAMILY SERVICE 2500 E FOOTHILL BLVD SUITE 300 PASADENA CA 91107 PC GENERAL SUPPORT 20000 FRIENDS OF THE FUTURE PO BOX 2655 KAMUELA HI 96743 PC GENERAL SUPPORT 5000 GIRLS ATHLETIC LEADERSHIP SCHOOL DENVER (GALS) 750 GALAPAGO STREET DENVER CO 80204 PC PROGRAM/PROJECT SUPPORT 25000 GRASSROOTS COMMUNITY DEVELOPMENT ORG GRP PO BOX 1772 KEAAU HI 96749 PC GENERAL SUPPORT 5000 HARVEY MUDD COLLEGE 301 PLATT BOULEVARD CLAREMONT CA 91711 PC GENERAL SUPPORT 20000 HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVENUE SUITE 100 NEWPORT BEACH CA 92663 PC GENERAL SUPPORT 5000 HOW KIDS LEARN 467 RICH STREET OAKLAND CA 94609 PC PROGRAM/PROJECT SUPPORT 7500 INFINITE FLOW - AN INCLUSIVE DANCE COMPANY 14622 VENTURA BLVD SUITE 102-373 SHERMAN OAKS CA 91403 PC PROGRAM/PROJECT SUPPORT 5000 J BAR J YOUTH SERVICES 62895 HAMBY ROAD BEND OR 97701 PC GENERAL SUPPORT 10000 JOE ORRACH PERFORMANCE PROJECT 1510 FOURTH ST UNIT 2 BERKELEY CA 94710 PC GENERAL SUPPORT 2500 KAUAI MUSIC FESTIVAL PO BOX 2575 KAMEULA HI 96743 PC GENERAL SUPPORT 5000 KIDS CENTER 1375 NW KINGSTON AVE BEND OR 97701 PC GENERAL SUPPORT 1500 KOHALA CENTER PO BOX 437462 KAMUELA HI 96743 PC PROGRAM/PROJECT SUPPORT 10000 LA-MAS 3051 NORTH COOLIDGE AVENUE LOS ANGELES CA 90039 PC PROGRAM/PROJECT SUPPORT 30000 LIBRARY FOUNDATION OF LOS ANGELES 630 W FIFTH ST LOS ANGELES CA 90071 PC PROGRAM/PROJECT SUPPORT 10000 LOS ANGELES PHILHARMONIC 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 PC GENERAL SUPPORT 2629 LOS ANGELES REGIONAL FOOD BANK 1734 EAST 41ST STREET LOS ANGELES CA 90058 PC GENERAL SUPPORT 5000 LOST ANGELS CHILDREN'S PROJECT 45059 TREAVOR AVENUE LANCASTER CA 93534 PC GENERAL SUPPORT 15000 MOSAIC PROJECT 478 SANTA CLARA AVE SUITE 200 OAKLAND CA 94610 PC PROGRAM/PROJECT SUPPORT 5000 MOUNTAIN STAR FAMILY RELIEF NURSERY 2125 NE DAGGETT LANE BEND OR 97701 PC PROGRAM/PROJECT SUPPORT 25000 MUSEUM ASSOCIATES 5905 WILSHIRE BLVD LOS ANGELES CA 90036 PC PROGRAM/PROJECT SUPPORT 10000 OXBOW SCHOOL 530 THIRD STREET NAPA CA 94559 PC PROGRAM/PROJECT SUPPORT 5000 PEO FOUNDATION 3700 GRAND AVE DES MOINES IA 50312 PC GENERAL SUPPORT 1500 PACIFIC OAKS CHILDREN'S SCHOOL 55 EUREKA STREET PASADENA CA 91103 PC GENERAL SUPPORT 4000 PARA LOS NINOS 5000 HOLLYWOOD BLVD LOS ANGELES CA 90027 PC PROGRAM/PROJECT SUPPORT 10000 PASADENA ART ALLIANCE 464 E WALNUT ST STE 226 PASADENA CA 91101 PC GENERAL SUPPORT 5000 PASADENA CITY COLLEGE FOUNDATION INC 1570 E COLORADO BLVD PASADENA CA 91106 PC GENERAL SUPPORT 5000 PLANNED PARENTHOOD OF LOS ANGELES 1045 N LAKE AVE PASADENA CA 91104 PC PROGRAM/PROJECT SUPPORT 25000 PROJECT Q PO BOX 26421 LOS ANGELES CA 90026 PC GENERAL SUPPORT 1500 PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP 3435 W TEMPLE STREET LOS ANGELES CA 90026 PC PROGRAM/PROJECT SUPPORT 10000 ROARING FORK PUBLIC RADIO INC 110 E HALLAM STREET SUITE 134 ASPEN CO 81611 PC PROGRAM/PROJECT SUPPORT 2500 ROSE BOWL AQUATICS CENTER 360 N ARROYO BLVD PASADENA CA 91103 PC PROGRAM/PROJECT SUPPORT 10000 ROTARY FOUNDATION PO BOX 268 WOODY CREEK CO 81656 PC PROGRAM/PROJECT SUPPORT 1000 SAN GABRIEL VALLEY FDN FOR DENTAL HEALTH P O BOX 99 TEMPLE CITY CA 91780 PC GENERAL SUPPORT 1500 SIGN FRACTURE CARE INTERNATIONAL 451 HILLS STREET SUITE B RICHLAND WA 99354 PC PROGRAM/PROJECT SUPPORT 50000 SOCIAL VENTURE PARTNERS LOS ANGELES 8055 W MANCHESTER AVE STE 405 PLAYA DEL REY CA 90293 PC GENERAL SUPPORT 10000 SOUTHERN CALIFORNIA GRANTMAKERS 1000 N ALAMEDA WAY SUITE 230 LOS ANGELES CA 90012 PC PROGRAM/PROJECT SUPPORT 15000 SOUTHERN CALIFORNIA PUBLIC RADIO 474 SOUTH RAYMOND AVENUE PASADENA CA 91105 PC GENERAL SUPPORT 5000 SPELLBINDERS PO BOX 1986 BASALT CO 81623 PC PROGRAM/PROJECT SUPPORT 1000 ST ANNE'S 155 NORTH OCCIDENTAL BOULEVARD LOS ANGELES CA 90026 PC GENERAL SUPPORT 25000 TEACH FOR AMERICA 606 S OLIVE STREET STE 300 LOS ANGELES CA 90014 PC PROGRAM/PROJECT SUPPORT 10000 THE ASPEN INSTITUTE 2300 N STREET NW SUITE 700 WASHINGTON DC 20037 PC GENERAL SUPPORT 15500 THE FIELD SEMESTER 1948 MARIN AVENUE BERKELEY CA 94707 PC GENERAL SUPPORT 27000 THE HUNTINGTON LIBRARY 1151 OXFORD ROAD SAN MARINO CA 91108 PC PROGRAM/PROJECT SUPPORT 57500 THE LONG NOW FOUNDATION PO BOX 475668 SAN FRANCISCO CA 94147 PC PROGRAM/PROJECT SUPPORT 5000 THREE BUTTERFLIES SIDS FOUNDATION 6715 N 3RD STREET PHOENIX AZ 85012 PC GENERAL SUPPORT 5000 TOWER THEATRE FOUNDATION 835 NW WALL STREET BEND OR 97701 PC PROGRAM/PROJECT SUPPORT 10000 UNION STATION HOMELESS SERVICES 825 E ORANGE GROVE BLVD PASADENA CA 91104 PC GENERAL SUPPORT 5000 USC - TROY CAMP 1035 GRANVILLE DRIVE NEWPORT BEACH CA 92660 PC GENERAL SUPPORT 15000 USC PCASF SWIM WITH MIKE USC HERITAGE HALL 203B 3501 WATT WAY LOS ANGELES CA 900890602 PC GENERAL SUPPORT 5000 VENICE FAMILY CLINIC 604 ROSE AVE VENICE CA 90291 PC GENERAL SUPPORT 7500 WOMEN'S CENTER FOR CREATIVE WORK 2425 GLOVER PLACE LOS ANGELES CA 90031 PC GENERAL SUPPORT 15000 WOMEN'S FOUNDATION OF CALIFORNIA 300 FRANK H OGAWA PLAZA STE 420 OAKLAND CA 94612 PC PROGRAM/PROJECT SUPPORT 22500 968629 0 14 29952 14 401568 18 34400 18 665837 0 1131757 0 1131757 0 0 0 0 0 0 0 0 0 0 AUDIT AND AUDIT PREPRATION 16500 0 0 ACCOUNTING AND TAX PREPARATION 48650 19460 19460 CORPORATE BONDS 107250 98750 MUTUAL FUNDS AT COST 14455265 19926845 GLOBAL SME GROWTH FUND LP AT COST 536479 526561 LEGAL 1188 0 0 COMPUTER AND TECHNOLOGY EQUIPMENT 1321 66 924 OFFICE SUPPLIES 1055 53 739 SOFTWARE SUBSCRIPTIONS 1609 78 1140 MEMBERSHIP DUES AND SUBSCRIPTIONS 1721 0 860 INSURANCE 1631 60 586 OFFICE EXPENSE 3268 311 2260 AFFINITY GROUP/MEMBERSHIP GRANTS 14080 0 14080 GLOBAL SME GROWTH FUND LP 34400 34400 34400 COST BASIS CORRECTION 97 INVESTMENT MANAGEMENT FEES 42293 42293 0 CONSULTING 14785 2218 10350 PAYROLL PROCESSING 2579 161 1579 EXCISE TAX 16860 0 0 FOREIGN TAX 8861 8861 0 FILING FEES 205 0 0 PAYROLL TAXES 15586 974 9546