LAUREL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAUREL FOUNDATION (EIN 95-4556814)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201913109349101071
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2019-11-06T17:54:48-06:00 | 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 | 954556814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUREL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WHITTIER TRUST COMPANY | InCareOfNm |
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGINE E GRAYSON | 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 | 95206420193105000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90331CCEAFC60F326565BB1C5ED9309C3CB327EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DE82CF03C4C669F244574ECA69CF31BB07201F8 | 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 | $3,142,555 | 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 | $2,999,984 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $74,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,914,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,670,345 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,090 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,224,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,749,251 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,304 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,304 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,346 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,086 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,059 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $804 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $804 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,347 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,715 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,418,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,773,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,561,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,833,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,662,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,685,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $26,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,590 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,730,502 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,697,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,697,669 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,796 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $38,735 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $38,735 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $419,019 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $370,560 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $370,560 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,956 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,001 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,001 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,276,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,142,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,142,555 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,514,106 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,149,473 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $22,625 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,184 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,536,731 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,172,657 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $740,104 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,969,898 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $740,104 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,969,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,276,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,142,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $740,104 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,662,974 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,403,078 | SubtotalAmt |
| Other Decreases | $433,180 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,969,898 | 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 | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,723,734 | $1,576,753 | $146,981 | $146,981 | ||
| PUBLICLY TRADED SECURITIES | P | $88,540 | $89,638 | -$1,098 | -$1,098 | ||
| 455.4495 SHS ALPHABET INC CL A | D | $503,942 | $109,705 | $394,237 | $394,237 | 2018-02-22 | |
| 1,980 SHS MICROSOFT CORP COM | D | $181,880 | $39,283 | $142,597 | $142,597 | 2018-02-22 | 2009-01-13 |
| 718 SHS ORACLE CORP COM | D | $35,605 | $6,464 | $29,141 | $29,141 | 2018-02-22 | |
| 14,213 SHS POWERSHARES QQQ TRUST NASDAQ | D | $2,341,941 | $422,268 | $1,919,673 | $1,919,673 | 2018-02-22 | 2009-01-13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,670,345 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,956,183 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,709,493 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.066502 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,464,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,408,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.559083 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,982,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,025,252 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.424577 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,358,176 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,264,112 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.722456 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,065,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,755,882 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.60686 | DistributionYr5Rt |
| Total Distribution | 3.379478 | TotalDistributionRt |
| Average Distribution | 0.675896 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,153,656 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,807,439 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,852 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,834,291 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,833,715 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,703 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $53,703 | SubtotalAmt |
| Tax Based On Investment Income | $53,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,454 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $75,454 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $827 | EsPenaltyAmt |
| Overpayment | $20,924 | OverpaymentAmt |
| Applied To ES Tax | $20,924 | 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 | false | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURE L WOODS | ||||||||
| 625 FAIR OAKS AVENUE STE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT/DIRECTOR | 2.0 | $0 | $0 | $0 |
| VIRGINIA L SJOBERG | ||||||||
| 625 FAIR OAKS AVENUE STE 360 | SOUTH PASADENA | CA | 91030 | CFO/DIRECTOR | 2.0 | $0 | $0 | $0 |
| PEGINE E GRAYSON | ||||||||
| 625 FAIR OAKS AVENUE STE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY/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 | $100,000 | 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 | $3,845,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $358,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,001 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,216,910 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,216,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,153,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,703 | TotalTaxAmt |
| Distributable Before Adj | $153,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,980 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $163,980 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,833,715 | 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 | $2,833,715 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,833,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $994,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,265,434 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,664,413 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,257,295 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,826,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,008,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,833,715 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $163,980 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,669,735 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,678,226 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $994,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,683,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,265,434 | ExcessFromYear4Amt |
| Excess From Year3 | $2,664,413 | ExcessFromYear3Amt |
| Excess From Year2 | $2,257,295 | ExcessFromYear2Amt |
| Excess From Year1 | $3,826,790 | ExcessFromYear1Amt |
| Excess From Current Year | $2,669,735 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURE L WOODS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Adolescent Counseling Services | ||||||||
| 643 bair island road suite 301 | redwood city | CA | 94063 | NONE | PC | Program Support- On-Campus Mental Health Assessments and Counseling. | $20,000 | |
| Boys and Girls Club of the Peninsula | ||||||||
| 401 Pierce Road | Menlo Park | CA | 94025 | NONE | PC | To support the expanded learning time at hoover community school. | $75,000 | |
| Eastside College Preparatory School | ||||||||
| 1041 Myrtle Street | East Palo Alto | CA | 94303 | NONE | PC | EASTSIDE SCHOLARSHIP PROGRAM. | $38,000 | |
| Ice911 Research Corporation | ||||||||
| 325 Sharon Park Drive 632 | Menlo Park | CA | 94025 | NONE | PC | GENERAL OPERATING SUPPORT. | $350,000 | |
| LymeLight Foundation | ||||||||
| 1229 Burlingame Avenue Suite 205 | Burlingame | CA | 94010 | NONE | PC | general operating AND PROGRAM support. | $400,000 | |
| MERCY BEYOND BORDERS | ||||||||
| 1885 DE LA CRUZ BLVD STE 101 | SANTA CLARA | CA | 95050 | NONE | PC | HIGHER EDUCATION SCHOLARSHIPS FOR SEVENTEEN YOUNG SOUTH SUDANESE WOMEN IN EAST AFRICA AND 10TH ANNIVERSARY GALA. | $75,000 | |
| TEAM GIVING | ||||||||
| PO BOX 510 9244 OLD NEW CASTLE HI | NEWCASTLE | CA | 95658 | NONE | PC | GENERAL OPERATING SUPPORT. | $150,000 | |
| WILDCARE | ||||||||
| 76 ALBERT PARK LANE | SAN RAFAEL | CA | 94901 | NONE | PC | WildCare's Nature Van program - Teaching Environmental Literacy to Children, Youth, and Teens | $10,000 | |
| WILDLIFE ASSOCIATES CONSERVATION EARTH | ||||||||
| PO BOX 3098 | HALF MOON BAY | CA | 94019 | NONE | PC | AT-RISK YOUTH PROGRAMS. | $20,000 | |
| IGNITE | ||||||||
| 510 16th street | OAKLAND | CA | 94612 | NONE | PC | General operating support towards IGNITE continued national expansion. | $200,000 | |
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | New transport vehicle for Adoptions and Therapeutic Riding PROJECTS. | $50,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | Defending Women's Labor Rights in the Garment Industry. | $50,000 | |
| SEPTEMBERS MISSION FOUNDATION | ||||||||
| 240 MONROE DRIVE 307 | MOUNTAIN VIEW | CA | 94040 | NONE | PC | General Operating Support for Mission Be, Mindful Education. | $35,000 | |
| SILICON VALLEY URBAN DEBATE LEAGUE | ||||||||
| SOBRATO CENTER FOR NONPROFITS | MILPITAS | CA | 95035 | NONE | PC | General Operating Support. | $50,000 | 502 VALLEY WAY |
| WINDMILL SCHOOL | ||||||||
| 900 PORTOLA ROAD | PORTOLA VALLEY | CA | 94028 | NONE | PC | Construction of the Windmill school, family education center, and community hall. | $1,000,000 | |
| Environmental Volunteers | ||||||||
| 2560 Embarcadero Road | Palo Alto | CA | 94303 | NONE | PC | General Operating Support. | $25,000 | |
| Feminist Majority Foundation | ||||||||
| 433 S Beverly Drive | Beverly Hills | CA | 90212 | NONE | PC | Girls Learn International AND Feminist Campus Programs. | $75,000 | |
| PETS IN NEED | ||||||||
| 871 Fifth Avenue | Redwood City | CA | 94063 | NONE | PC | Animal Care AND Rescue Program. | $5,000 | |
| Ravenswood Family Health Center | ||||||||
| 1885 Bay Road | East Palo Alto | CA | 94303 | NONE | PC | General Operating Support. | $50,000 | |
| THE TREVOR PROJECT | ||||||||
| 8704 Santa Monica Blvd 2nd FL | Los Angeles | CA | 90069 | NONE | PC | Expansion of education programs and campaign to end conversion therapy. | $30,000 | |
| USC Davis School of Gerontology | ||||||||
| 3715 McClintock Avenue | Los Angeles | CA | 90089 | NONE | PC | general operating support. | $5,000 | |
| Youth ALIVE | ||||||||
| 3300 Elm Street | Oakland | CA | 94609 | none | PC | Teens on Target youth violence prevention education and leadership training. | $20,000 | |
| Youth ALIVE | ||||||||
| 3300 Elm St | Oakland | CA | 94609 | NONE | PC | Training East Oakland high school students to be leaders and peer violence prevention educators. | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,773,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LymeLight Foundation | |||||||
| 1229 Burlingame Avenue Suite 205 | Burlingame | CA | 94010 | none | PC | General operating and program support. | $800,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | EAST PALO ALTO | CA | 94303 | none | PC | Eastside Scholarship Program. | $58,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVE 34TH FLOOR | NEW YORK | NY | 10118 | none | PC | Defending Women's Labor Rights in the Garment Industry. | $100,000 |
| IGNITE | |||||||
| 510 16th street | OAKLAND | CA | 94612 | none | PC | General operating support. | $100,000 |
| MERCY BEYOND BORDERS | |||||||
| 1885 DE LA CRUZ BLVD STE 101 | SANTA CLARA | CA | 95050 | none | PC | Higher Education Scholarships for SEVENTEEN young South Sudanese women in EAST Africa. | $50,000 |
| Children's Health Council | |||||||
| 650 clark way | palo alto | CA | 94304 | none | PC | Fellowship Program AND Teen Mental Health Initiative. | $50,000 |
| SEPTEMBER'S MISSION FOUNDATION | |||||||
| 240 MONROE DRIVE 307 | MOUNTAIN VIEW | CA | 94040 | NONE | PC | General Operating Support for Mission Be, Mindful Education. | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,193,000 | 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 | $74,816 | 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 | $139,401 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $224,217 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,217 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LAURE L WOODS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $2,999,984 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 445.4495 SHS ALPHABET INC CL A SECURITIES | $507,906 | 2018-02-02 |
| 1 | 1,980 SHS MICROSOFT CORP COM SECURITIES | $183,615 | 2018-02-02 |
| 1 | 718 SHS ORACLE CORP COM SECURITIES | $36,421 | 2018-02-02 |
| 1 | 13,680 SHS POWERSHARES QQQ TRUST NASDAQ SECURITIES | $2,272,042 | 2018-02-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,346 | Amt |
| Net Investment Income | $4,086 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,260 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 364 SHS ISHARES LEHMAN AGGRE | ||
| 493 SHS VANGUARD BD INDEX FD | $38,735 | $38,735 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,932 SHS SPDR S&P 500 | $2,232,285 | $2,232,285 |
| 1,830 SHS ISHARES INC CORE MSC | $86,284 | $86,284 |
| 3,445 SHS VGRD EUROPE ETF | $167,496 | $167,496 |
| 1,404 SHS ISHARES RUSSELL 2000 | $187,996 | $187,996 |
| 78 SHS MIDCAP SPDR TR UNIT | $23,608 | $23,608 |
| 533 SHS POWERSHARES QQQ TRUST | $0 | $0 |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WHITTIER VALUE FUND | FMV | $215,264 | $215,264 |
| WHITTIER INTERNATIONAL FUND A | FMV | $155,296 | $155,296 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,304 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,304 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $10,956 | BOYBookValueAmt |
| EOY Book Value | $13,001 | EOYBookValueAmt |
| EOYFMV | $13,001 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $433,180 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $160 | $160 |
| INSURANCE | $1,707 | $1,707 |
| MISCELLANEOUS EXPENSE | $480 | $480 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| NET INCOME FROM PARTNERSHIPS | $4,090 | |
| GRANT REFUND | $10,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $8,333 | $8,333 |
| DEFERRED EXCISE TAXES | $13,494 | $5,610 |
| FEDERAL EXCISE TAXES | $798 | $9,241 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEE | CategoryTxt |
| Amt | $100,000 | Amt |
| Net Investment Income | $60,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $18,059 | Amt |