THE MERICOS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE MERICOS FOUNDATION (EIN 95-3500491)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349103350
- Schema version
- 2018v3.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:38:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953500491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MERICOS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WHITTIER TRUST COMPANY | InCareOfNm |
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE LYTLE NESBIT | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.231.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95206420193195000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90331CCEAFC60F326565BB1C5ED9309C3CB327EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 90331CCEAFC60F326565BB1C5ED9309C3CB327EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,908,226 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $397,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $397,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,156,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,093,694 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,025 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $240,983 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $998,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,731,919 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $17,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,281 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,844 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $367,663 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,916 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $278,392 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,484 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $105 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,028 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,028 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,128 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $425,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $313,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,057,219 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,868,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,482,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,182,097 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,484,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,634,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$41,826 | CashBOYAmt |
| Cash EOY | $65,179 | CashEOYAmt |
| Cash EOYFMV | $65,179 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $800,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,228,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,228,973 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,905 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,681 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,681 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,395,303 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,709,397 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,709,397 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,796,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,990,251 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,990,251 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,000,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,025,743 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,025,743 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $27,322,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,592,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,592,011 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $289,873 | OtherAssetsBOYAmt |
| Other Assets EOY | $284,991 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $284,991 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,574,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,908,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,908,226 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,745 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $28,220 | AccountsPayableEOYAmt |
| Grants Payable BOY | $125,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $313,619 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $180,464 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $116,753 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $337,209 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $458,592 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $43,237,326 | UnrestrictedBOYAmt |
| Unrestricted EOY | $38,449,634 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,237,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,449,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,574,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,908,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,237,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,484,208 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,753,118 | SubtotalAmt |
| Other Decreases | $3,303,484 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,449,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| BELRIDGE US EQUITY FUND I, L.P. | P | $1,225,183 | $1,234,708 | -$9,525 | -$9,525 | ||
| PUBLICLY TRADED SECURITIES | P | $563,115 | $578,073 | -$14,958 | -$14,958 | ||
| PUBLICLY TRADED SECURITIES | P | $4,575,050 | $4,198,827 | $376,223 | $376,223 | ||
| PUBLICLY TRADED SECURITIES - WASH SALE | P | $12,297 | $0 | $12,297 | $12,297 | ||
| 1,950 SHS ENERGY TRANSFER OPERATING LP SERIES C | P | $42,953 | $50,764 | -$7,811 | -$7,811 | 2018-06-22 | 2018-12-06 |
| CAPITAL GAIN DIVIDENDS | P | $522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,093,694 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,804,273 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,960,763 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044049 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,629,891 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,411,794 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043566 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,967,419 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,333,651 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051324 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,491,505 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,619,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03862 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $986,664 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,772,351 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028375 | DistributionYr5Rt |
| Total Distribution | 0.205934 | TotalDistributionRt |
| Average Distribution | 0.041187 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $42,086,958 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,733,436 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,342 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,749,778 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,182,097 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,342 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,342 | SubtotalAmt |
| Tax Based On Investment Income | $16,342 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,836 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,336 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,994 | OverpaymentAmt |
| Applied To ES Tax | $8,994 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 STE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| JOANNE W BLOKKER | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT/DIRECTOR | 2.0 | $0 | $0 | $0 |
| ARLO G SORENSEN | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| LINDA J BLINKENBERG | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT/DIRECTOR | 2.0 | $0 | $0 | $0 |
| MICHAEL J CASEY | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| JULIE LYTLE NESBIT | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY/DIRECTOR | 2.0 | $0 | $0 | $0 |
| DAVID DAHL | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | CFO/DIRECTOR | 2.0 | $0 | $0 | $0 |
| DONJA DALQUIST | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| DEBBIE BABCOCK | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| DONALD WHITTIER | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | PHILANTHROPIC SVCS. | ServiceTypeTxt |
| Compensation | $367,663 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,655,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $983,573 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $88,798 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,727,876 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,727,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $640,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,086,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,104,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,104,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,342 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,342 | TotalTaxAmt |
| Distributable Before Adj | $2,088,006 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,088,006 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,088,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,182,097 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,182,097 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,342 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,165,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,088,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,987,428 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,182,097 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,987,428 | AppliedToYear1Amt |
| Applied To Current Year | $194,669 | 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 |
| Undistributed Income CY | $1,893,337 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOOK HARVEST | ||||||||
| 2501 UNIVERSITY DRIVE | DURHAM | NC | 27707 | NONE | PC | TO SUPPORT THE BOOK BABIES PROJECT. | $10,000 | |
| CAMP UNALAYEE | ||||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | None | PC | Capital Improvement for the Summer Camp. | $75,000 | |
| Children's Hospital Los Angeles | ||||||||
| 4650 Sunset Boulevard | Los Angeles | CA | 90027 | None | PC | general operating support. | $25,000 | Mailstop 29 |
| CARTOON ART MUSEUM | ||||||||
| 781 Beach Street 1st Floor | SAN FRANCISCO | CA | 94109 | None | PC | GENERAL OPERATING SUPPORT. | $10,000 | |
| CHARITIES AID FOUNDATION AMERICA | ||||||||
| 225 Reinekers Lane Suite 375 | ALEXANDRIA | VA | 22314 | None | PC | Moroccan Childrens Trust. | $5,000 | |
| Flintridge Sacred Heart Academy | ||||||||
| 440 St Katherine Drive | La Canada | CA | 91011 | None | PC | general operating support. | $10,000 | |
| Friends of Independent Schools & Better Education | ||||||||
| 811 N Karl Johan Avenue | Tacoma | WA | 984061047 | None | PC | TO SUPPORT THE Glenlyon Norfolk School BEACH DRIVE CAMPUS CAPITAL CAMPAIGN. | $25,000 | |
| Hoover Institution | ||||||||
| Stanford University | Stanford | CA | 943056003 | None | PC | Hoover Institution's Library & Archives. | $25,000 | 434 Galvez Mall |
| Institute for Justice | ||||||||
| 901 North Glebe Road Suite 900 | Arlington | VA | 22203 | None | PC | Intern Program. | $25,000 | |
| GIRLS GROUP | ||||||||
| 2531 JACKSON AVENUE 188 | ANN ARBOR | MI | 48103 | None | PC | general operating support. | $10,000 | |
| Girls Incorporated of GREATER SANTA BARBARA | ||||||||
| PO Box 236 | SANTA BARBARA | CA | 93102 | None | PC | Challenge Grant on Technology and Other Critical Upgrades. | $75,000 | |
| United Boys & Girls Clubs of Santa Barbara County | ||||||||
| PO Box 1485 | Santa Barbara | CA | 93102 | None | PC | Scholarship Support. | $125,000 | |
| Santa Barbara Partners in Education | ||||||||
| 3970 La Colina Road SUITE 9 | SANTA BARBARA | CA | 93110 | None | PC | Student Internship Program. | $100,000 | |
| MOXI The Wolf Museum of Exploration and Innovation | ||||||||
| 125 State Street | SANTA BARBARA | CA | 93101 | none | PC | PROGRAMMATIC SUPPORT FOR UNDERSERVED AND UNDER-RESOURCED YOUTH AND THEIR FAMILIES. | $50,000 | |
| Planned Parenthood California Central Coast | ||||||||
| 518 Garden Street | santa barbara | CA | 93101 | none | PC | 2018 Urgent Security Initiative. | $100,000 | |
| Boys & Girls Clubs of Monterey County | ||||||||
| 1332 LA SALLE AVENUE | SEASIDE | CA | 93955 | none | PC | general operating support. | $10,000 | |
| Cancer Support Community Pasadena | ||||||||
| 76 EAST DEL MAR BLVD Suite 215 | PASADENA | CA | 91105 | none | PC | general operating support. | $15,000 | |
| Stanford University School of Engineering | ||||||||
| 475 Via Ortega Suite 131 | stanford | CA | 94305 | none | PC | Graduate Student Fellowship. | $100,000 | |
| Autry Museum of the American West | ||||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | none | PC | Masters of the American West Art Exhibition and Sale. | $10,000 | |
| Lake Arrowhead Sailing Association | ||||||||
| 42 REDBERRY | IRVINE | CA | 92618 | none | PC | general operating support. | $5,000 | |
| Chapman University | ||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | none | PC | Christmas at the Ritz and support of pledges to campus and students. | $15,000 | |
| The Digdeep Right to Water Project | ||||||||
| 3308 DESCANSO DRIVE | LOS ANGELES | CA | 90026 | none | PC | general operating support. | $10,000 | |
| American Environmental Health Studies Project Inc | ||||||||
| 16 LAMOILLE STREET | ESSEX JUNCTION | VT | 05452 | none | PC | Flouride Action Network. | $25,000 | |
| Aid Still Required | ||||||||
| 452 Mesa Road | santa monica | CA | 90402 | none | PC | to support educational programs in Haiti. | $10,000 | |
| CORNER HEALTH CENTER | ||||||||
| 47 N HURON STREET | YPSILANTI | MI | 48197 | NONE | PC | Mom Power Program. | $10,000 | |
| FAMILY SERVICE AGENCY OF SANTA BARBARA | ||||||||
| 123 WEST GUTIERREZ STREET | SANTA BARBARA | CA | 93101 | NONE | PC | provide mental health & service needs to low-income family affected by the fire and mudslides. | $30,000 | |
| FIVE ACRES THE BOYS&GIRLS AID SOCIETY OF LA COUNTY | ||||||||
| 760 W Mountain View Street | Altadena | CA | 91001 | NONE | PC | Short-Term Residential Therapeutic Program. | $15,000 | |
| FOODBANK OF SANTA BARBARA COUNTY INC | ||||||||
| 4554 HOLLISTER AVENUE | SANTA BARBARA | CA | 93110 | NONE | PC | support disaster-related distribution & outreach activities. | $75,000 | |
| MIDLAND SCHOOL | ||||||||
| PO BOX 8 | LOS OLIVOS | CA | 93441 | NONE | PC | 4 year scholarship support and Scholarship/endowment challenge grant. | $158,600 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 3501 Watt Way HER 203B | LOS ANGELES | CA | 900890602 | NONE | PC | SWIM WITH MIKE SCHOLARSHIP SUPPORT. | $15,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| Brittingham Social Enterprise Lab | LOS ANGELES | CA | 90089 | NONE | PC | general operating support. | $5,000 | 3670 Trousdale Parkway BRI 105A M |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| Henderson Alzheimer Fund | LOS ANGELES | CA | 90033 | NONE | PC | USC ALZHEIMER'S INITIATIVE. | $50,000 | 2025 Zonal Avenue SHN 308 MC-0671 |
| International Community Foundation | ||||||||
| 2505 N AVENUE | national city | CA | 91950 | none | PC | To support The Barbuda Resilience Fund. | $5,000 | |
| American Mothers Inc | ||||||||
| 1775 I Street NW Suite 1150 | Washington | DC | 20006 | none | PC | general operating support. | $5,000 | |
| Cato Institute | ||||||||
| 1000 Massachusetts Ave NW | Washington | DC | 20001 | none | PC | Intern Program. | $25,000 | |
| Chicago Yacht Club Foundation | ||||||||
| 400 East Monroe Street | Chicago | IL | 606031840 | none | PC | help educate the next generation of sailors. | $15,000 | |
| Colorado Springs Food Rescue | ||||||||
| 917 E Moreno Ave Suite 130 | Colorado Springs | CO | 80903 | none | PC | General Operating Support. | $3,000 | |
| CSULA Auxiliary Services Inc | ||||||||
| 5151 State University Drive ADM 80 | Los Angeles | CA | 90032 | none | SO III FI | Cal State L.A. - Division for Intercollegiate Athletics. | $10,000 | |
| ETHOS INC | ||||||||
| 2 N Killingsworth Street | Portland | OR | 97217 | none | PC | General operating support. | $5,000 | |
| First Presbyterian Church of Lake Forest | ||||||||
| 700 N Sheridan Road | Lake Forest | IL | 60045 | none | PC | Choir Fund. | $10,000 | |
| Friends of the Observatory | ||||||||
| 2800 East Observatory Road | Los Angeles | CA | 90027 | none | PC | In honor of Camille Lombardo. | $10,000 | |
| Futures Without Violence | ||||||||
| 100 Montgomery Street | San Francisco | CA | 94129 | none | PC | General Operating Support. | $10,000 | The Presidio |
| Girls Incorporated of Carpinteria | ||||||||
| 5315 Foothill Road | Carpinteria | CA | 93010 | none | PC | help mitigate Santa Barbara & Ventura Counties Fire & Montecito mudslide. | $50,000 | |
| Girls Who Code | ||||||||
| 28 West 23rd Street Floor 4 | New York | NY | 10010 | none | PC | General Operating Support. | $5,000 | |
| Glendale College Foundation | ||||||||
| 1500 N Verdugo Road | Glendale | CA | 91208 | none | PC | In Honor of Bruce Corbin. | $5,000 | |
| Greater Horizons | ||||||||
| 1055 Broadway Suite 130 | Kansas City | MO | 64105 | none | PC | DAHL AND NESBIT DAFS (DAVID DAHL and Julie Lytle Nesbit). | $24,000 | |
| Kidznotes | ||||||||
| PO Box 200 | Durham | NC | 27702 | none | PC | general operating support. | $15,000 | |
| Legacy Land Conservancy | ||||||||
| 6276 Jackson Rd Ste G | Ann Arbor | MI | 481039579 | none | PC | general operating support. | $15,000 | |
| Mayfield Junior School of the Holy Child Jesus | ||||||||
| 405 S Euclid Avenue | Pasadena | CA | 91101 | none | PC | General Operating Support. | $10,000 | |
| MUSEIQUE | ||||||||
| 300 E Green Street 3rd Floor | Pasadena | CA | 91101 | none | PC | general operating support. | $1,000 | |
| National Park Foundation | ||||||||
| 1110 Vermont Ave NW Suite 200 | Washington | DC | 20009 | none | PC | 2018 Plan for Parks. | $15,000 | |
| Native American Rights Fund | ||||||||
| 1506 Broadway | Boulder | CO | 80302 | none | PC | General Operating Support. | $5,000 | |
| Northwest Abortion Access Fund | ||||||||
| PO BOX 10894 | Eugene | OR | 97440 | none | PC | General operating support. | $5,000 | |
| Pasadena Beautiful Foundation | ||||||||
| 140 S Lake Ave Suite 218 | Pasadena | CA | 91101 | none | PC | specified city landscape projects. | $10,000 | |
| Pasadena Humane Society & SPCA | ||||||||
| 361 South Raymond Avenue | Pasadena | CA | 91105 | none | PC | general operating support. | $10,000 | |
| Pug Nation Rescue of Los Angeles Inc | ||||||||
| 16829 s broadway | gardena | CA | 90248 | none | PC | General operating support. | $5,000 | |
| Santa Barbara Museum of Natural History | ||||||||
| 2559 Puesta del Sol | Santa Barbara | CA | 93105 | none | PC | School and Teachers Services Program. | $25,000 | |
| Santa Barbara Rescue Mission | ||||||||
| 535 E Yanonali Street | Santa Barbara | CA | 93103 | none | PC | furniture and equipment. | $50,000 | |
| Schwab Charitable Fund | ||||||||
| 211 Main Street | San Francisco | CA | 94105 | none | PC | General Operating Support. | $10,000 | |
| Segerstrom Center for the Arts | ||||||||
| 600 Town Center Drive | Costa Mesa | CA | 92626 | none | PC | general operating support. | $5,000 | |
| Southern Coalition for Social Justice | ||||||||
| 1415 W NC Hwy 54 Suite 101 | Durham | NC | 27707 | none | PC | General Operating Support. | $7,000 | |
| Stanford Humanities Center | ||||||||
| 424 Santa Teresa Street | Stanford | CA | 94305 | none | PC | Stanford Humanities Center Director's Discretionary Fund. | $25,000 | |
| The Sierra Club Foundation | ||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | none | PC | Oregon Sierra Club general operating support. | $5,000 | |
| Wu Project Inc | ||||||||
| 300 Mallard Road | Weston | FL | 33327 | none | PC | general operating support. | $25,000 | |
| Yosemite Conservancy | ||||||||
| 101 Montgomery Street Suite 1700 | San Francisco | CA | 94104 | none | PC | Mariposa Grove: Washburn Trail. | $100,000 | |
| CHARITIES AID FOUNDATION AMERICA | ||||||||
| 225 Reinekers Lane Suite 375 | Alexandria | VA | 22314 | none | PC | Prime Theatre. | $5,000 | |
| CHARITIES AID FOUNDATION AMERICA | ||||||||
| 225 Reinekers Lane Suite 375 | Alexandria | VA | 22314 | none | PC | Power of Polo. | $10,000 | |
| United Boys & Girls Clubs of Santa Barbara County | ||||||||
| PO Box 1485 | Santa Barbara | CA | 93102 | none | PC | emergency funds for fire and flood damage. | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,868,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SANTA BARBARA PARTNERS IN EDUCATION | |||||||
| 3970 LA COLINA ROAD SUITE 9 | SANTA BARBARA | CA | 93110 | NONE | PC | STUDENT INTERNSHIP PROGRAM. | $50,000 |
| STANFORD UNIVERSITY SCHOOL OF ENGINEERING | |||||||
| 475 VIA ORTEGA Suite 131 | STANFORD | CA | 94305 | NONE | PC | Graduate Student Fellowship. | $50,000 |
| MIDLAND SCHOOL | |||||||
| PO BOX 8 | LOS OLIVOS | CA | 93441 | NONE | PC | 4 year scholarship support and Scholarship/endowment challenge grant. | $175,800 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E Yanonali Street | Santa Barbara | CA | 93103 | NONE | PC | furniture and equipment. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $325,800 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $397,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $569,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| NET INCOME FROM PARTNERSHIPS | 900099 | $834 | 01 | $31,032 |
| FOREIGN TAX REFUND | 01 | $159 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $834 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $997,435 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $998,269 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,125 | Amt |
| Net Investment Income | $4,281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,844 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | WHITTIER TRUST COMPANY | ContractorPersonNm |
| Explanation | PHILANTHROPIC SVCS. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUROVISION IMAGING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1395 GARDEN HWY SUITE 250 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $212,090 | GrantAmt |
| Purpose Of Grant | R&D OF DIAGNOSTIC TOOLS FOR EARLY-STAGE DETECTION OF ALZHEIMER'S DISEASE & DEGENERATIVE DISORDERS. | PurposeOfGrantTxt |
| Expended By Grantee | $212,090 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 10/15/2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-10-15 | VerificationDt |
| Results Of Verification | $212,090 WAS SPENT TOWARD THE INVESTMENT PURPOSE WITH NO DIVERSION. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C) | FormAndLineReferenceDesc |
| Medium Explanation | THE MERICOS FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORP BONDS - SEE ATTACHED | $4,568,383 | $4,568,383 |
| 85,000 SHS GOLDMAN SACHS GROUP | $82,133 | $82,133 |
| ACCRUED PURCHASED INTEREST | $4,217 | $4,217 |
| 80,000 SHS HOLLYWOOD BEACH FL | $90,608 | $90,608 |
| 85,000 SHS ALIBABA GROUP HOLD | $84,108 | $84,108 |
| 7,892.73 SHS DOUBLELINE FUNDS | $83,180 | $83,180 |
| 39,000 SHS JPMORGAN CHASE & CO | $38,464 | $38,464 |
| 49,000 SHS JPMORGAN CHASE & CO | $41,523 | $41,523 |
| 708 SHS SPDR SERIES TRUST | $33,127 | $33,127 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,416 SHS DOUBLELINE INCOME | $0 | $0 |
| PREFERRED STOCK - SEE ATTACHED | $308,589 | $308,589 |
| US SMALL AND MID CAP EQUITIES- | $836,650 | $836,650 |
| NON-US EQUITIES - SEE ATTACHED | $249,846 | $249,846 |
| US LARGE CAP EQ - SEE ATTACHED | $3,595,166 | $3,595,166 |
| US LARGE CAP EQ - SEE ATTACHED | $0 | $0 |
| NON-US EQUITIES - SEE ATTACHED | $0 | $0 |
| US SMALL AND MID CAP EQUITIES- | $0 | $0 |
| 435 SHS PROLOGIS INC | $0 | $0 |
| 799 SHS WEYERHAEUSER CO | $0 | $0 |
| 1,639 SHS AMERICA MOVIL SAB | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,017,485 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,017,485 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $691,912 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $691,912 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WHIITIER VALUE FUND A LP | FMV | $6,070,036 | $6,070,036 |
| WHITTIER INTERNAT'L FUND A LP | FMV | $1,518,571 | $1,518,571 |
| WHITTIER SMALL CAP FUND, LP | FMV | $2,458,085 | $2,458,085 |
| BELRIDGE US EQUITY FUND | FMV | $62,987 | $62,987 |
| WHITTIER CORPORATE AMERICA FUN | FMV | $13,489,899 | $13,489,899 |
| HERSHISER INCOME FUND IV, LP | FMV | $400,000 | $400,000 |
| GREATPOINT VENTURES INN. FD II | FMV | $92,433 | $92,433 |
| MULTIVERSE INVESTMENT FUND I | FMV | $500,000 | $500,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $77,783 | $72,901 | $72,901 |
| NEUROVISION IMAGING - PRI | $212,090 | $212,090 | $212,090 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $3,303,484 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $2,128 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,128 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NET INCOME FROM PARTNERSHIPS | $31,866 | $240,824 |
| FOREIGN TAX REFUND | $159 | $159 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAXES | Desc |
| BOY Book Value | $180,464 | BOYBookValueAmt |
| EOY Book Value | $116,753 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE EXPENSE | CategoryTxt |
| Amt | $367,663 | Amt |
| Net Investment Income | $91,916 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $278,392 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $105 | $105 | |
| FOREIGN TAXES PAID | $1,484 | $1,484 | |
| FEDERAL EXCISE TAX | $16,725 |