THE MERICOS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MERICOS FOUNDATION (EIN 95-3500491)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-07
- IRS object ID
- 202542809349101204
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-07T14:15:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BOULEVARD SUITE 80 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGINE E GRAYSON JD CAP | PersonNm |
| Person Title | SECRETARY/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2025-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-10-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,321,023 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $171,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,943 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $724,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,883,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,327,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $106,038 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $896,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,605,497 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,374 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $844 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,530 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,257 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,064 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,193 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $409,246 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,312 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $306,934 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $166,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,129 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,129 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,248 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,248 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $637,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $365,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,144,914 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,098,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,782,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,463,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,886,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,499,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,077 | CashBOYAmt |
| Cash EOY | $409 | CashEOYAmt |
| Cash EOYFMV | $409 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $273,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,357,252 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,357,252 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $19,410 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,363 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,363 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $994,880 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,418,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,083,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,083,554 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,625,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,651,008 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,651,008 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $229,301 | OtherAssetsBOYAmt |
| Other Assets EOY | $225,437 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $225,437 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,562,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,321,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,321,023 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,582 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,570 | AccountsPayableEOYAmt |
| Grants Payable BOY | $62,336 | GrantsPayableBOYAmt |
| Grants Payable EOY | $109,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $441,340 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $559,168 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $535,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $702,738 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,027,686 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,618,285 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,027,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,618,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,562,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,321,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,027,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,886,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,476,868 | OtherIncreasesAmt |
| Subtotal | $55,618,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,618,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2024-12-31 | 2024-12-31 | $5,883,098 | $5,158,634 | $724,464 | $724,464 | |
| GREATPOINT VENTURES INNOVATION FUND II | 2024-12-31 | 2024-12-31 | $1,989 | $1,989 | P | ||
| WHITTIER INTERNATIONAL FUND A LP | 2024-12-31 | 2024-12-31 | $19,039 | $19,039 | P | ||
| WHITTIER SMID CAP FUND, LP | 2024-12-31 | 2024-12-31 | $123,096 | $123,096 | P | ||
| WHITTIER VALUE FUND A, LP | 2024-12-31 | 2024-12-31 | $416,714 | $416,714 | P | ||
| WHITTIER CORPORATE AMERICA FUND | 2024-12-31 | 2024-12-31 | $2,042,214 | $2,042,214 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,327,516 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,640 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,640 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,533 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,709 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,233 | EsPenaltyAmt |
| Tax Due | $30,164 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BOULEVARD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| DONNA COFFIN | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PEGINE GRAYSON | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | SECRETARY/EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID DAHL | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | CHIEF FINANCIAL OFFICER | 2.00 | $0 | $0 | $0 |
| ARLO G SORENSEN | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDA J BLINKENBERG | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MICHAEL J CASEY | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOANIE SOLAINI | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN WHITTIER | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DONALD WHITTIER | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR (BEGIN 1/1/24) | 2.00 | $0 | $0 | $0 |
| DOMINIQUE BLOKKER | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR (BEGIN 1/1/24) | 2.00 | $0 | $0 | $0 |
| EMILY DALQUIST | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR (BEGIN 1/1/24) | 2.00 | $0 | $0 | $0 |
| MARGARET WHITTIER-FERGUSON | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR (BEGIN 1/1/24) | 2.00 | $0 | $0 | $0 |
| AMELIA BABCOCK | ||||||||
| 177 E COLORADO BOULEVARD SUITE 800 | PASADENA | CA | 91105 | DIRECTOR (BEGIN 1/1/24) | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT & PHILANTHROPIC SVCS | ServiceTypeTxt |
| Compensation | $409,246 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,661,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $653,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,664,355 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,979,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,979,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $839,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,140,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,757,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,757,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,640 | TotalTaxAmt |
| Distributable Before Adj | $2,708,362 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,708,362 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,708,362 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,463,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,463,284 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,708,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $309,646 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,463,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $309,646 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,708,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $445,276 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $445,276 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $445,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $445,276 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| I HAVE A DREAM FOUNDATION - LOS ANGELES | ||||||||||||
| 3580 WILSHIRE BLVD SUITE 720 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| AID STILL REQUIRED | ||||||||||||
| 452 MESA ROAD | SANTA MONICA | CA | 90402 | NONE | PC | EDUCATIONAL PROGRAMS IN HAITI | $10,000 | |||||
| ALTASEA AT THE PORT OF LOS ANGELES | ||||||||||||
| 2451 SOUTH SIGNAL STREET BERTH 59 | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PC | HURRICANE HELENE RELIEF | $15,000 | |||||
| ARCTIC ICE PROJECT | ||||||||||||
| PO BOX 5087 | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| BELOVED ASHEVILLE | ||||||||||||
| DONATION CENTER 32 OLD CHARLOTTE | ASHEVILLE | NC | 28803 | NONE | PC | HURRICANE HELENE RELIEF | $20,000 | HIGHWAY | ||||
| BOOK HARVEST | ||||||||||||
| BOOK HARVEST 2501 UNIVERSITY DRIVE | DURHAM | NC | 27707 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| BOYS & GIRLS CLUB OF LAKE COUNTY | ||||||||||||
| 730 S MARTIN LUTHER KING JR AVE | WAUKEGAN | IL | 60085 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| BOYS & GIRLS CLUBS OF METRO LOS ANGELES | ||||||||||||
| 5029 VERMONT AVE | LOS ANGELES | CA | 90037 | NONE | PC | EXACT PATH AND COLLEGEBOUND/FUTURE PATHWAYS | $50,000 | |||||
| BREAKTHROUGH T1D (FKA JDRF) | ||||||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 217415021 | NONE | PC | FOR THE "IMPROVING LIVES" AREA OF CONCERN FOR TYPE ONE DIABETES | $30,000 | |||||
| BRIGHAM YOUNG UNIVERSITY | ||||||||||||
| 1450 NORTH UNIVERSITY AVENUE 304D | PROVO | UT | 84604 | NONE | PC | MEN'S BASEBALL ($4,000), GIRLS SOFTBALL ($4,000), CHEER SQUAD ($2,000) | $10,000 | |||||
| CAMP UNALAYEE | ||||||||||||
| 3921 E BAYSHORE RD SUITE 206 | PALO ALTO | CA | 94303 | NONE | PC | GOVERNANCE TRAINING | $15,000 | |||||
| CARIBOU HISTORICAL SOCIETY | ||||||||||||
| 1033 PRESQUE ISLE RD PO BOX 861 | CARIBOU | ME | 047360861 | NONE | PC | MAINTENANCE OF THE WHITTIER MEMORIAL MUSEUM IN MEMORY OF MAX WHITTIER AND TO ASSIST WITH FUNDRAISING AND CAPACITY BUILDING | $10,000 | |||||
| CAROLINA FRIENDS SCHOOL | ||||||||||||
| 4809 FRIENDS SCHOOL ROAD | DURHAM | NC | 27705 | NONE | PC | FOR THE 2025 WORLD OF DANCE TEACHING PROGRAM | $3,000 | |||||
| CARTOON ART MUSEUM | ||||||||||||
| 781 BEACH STREET FL 1 | SAN FRANCISCO | CA | 94109 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS | ||||||||||||
| 598 N FAIRVIEW AVENUE | GOLETA | CA | 93117 | NONE | PC | THE CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS RE-DESIGN/RE-BUILD - CHALLENGE GRANT | $100,000 | |||||
| CHAPMAN UNIVERSITY | ||||||||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PC | WOMEN OF CHAPMAN - CHRISTMAS AT THE RITZ PROGRAM | $15,000 | |||||
| CHAPMAN UNIVERSITY | ||||||||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PC | FOR UNDERGRADUATE STUDENTS SCHOLARSHIPS IN ACCOUNTING | $5,000 | |||||
| CHASE ANIMAL RESCUE AND SANCTUARY INC | ||||||||||||
| 6127 SE 122ND BLVD | WEBSTER | FL | 335974913 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| COLUMBIA RIVER INTER-TRIBAL FISH COMMISSION | ||||||||||||
| 700 NE MULTNOMAH STREET SUITE 1200 | PORTLAND | OR | 97232 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN INC | ||||||||||||
| 200 WASHINGTON STREET 120 | WAUSAU | WI | 54403 | NONE | PC | COFFIN FAMILY DONOR ADVISED FUND | $15,000 | |||||
| DOOR OF HOPE | ||||||||||||
| 221 E WALNUT ST SUITE 112 | PASADENA | CA | 91101 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| FLUORIDE ACTION NETWORK | ||||||||||||
| 16 LAMOILLE STREET | ESSEX JUNCTION | VT | 05452 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| FOODBANK OF SANTA BARBARA COUNTY | ||||||||||||
| 82 COROMAR DRIVE | GOLETA | CA | 93117 | NONE | PC | NUTRITIONAL EQUITY THROUGH EDUCATION | $100,000 | |||||
| FRACTURED ATLAS INC | ||||||||||||
| 228 PARK AVENUE SOUTH 56651 | NEW YORK | NY | 100031502 | NONE | PC | CLAPPING HANDS FARM | $30,000 | |||||
| FULFILLMENT FUND | ||||||||||||
| 1150 S OLIVE STREET STE 2050 | LOS ANGELES | CA | 90015 | NONE | PC | PROGRAM SUPPORT FOR COLLEGE ACCESS AND SUCCESS | $50,000 | |||||
| GARRETT'S SPACE | ||||||||||||
| 1400 GRANGER AVE | ANN ARBOR | MI | 481044425 | NONE | PC | GENERAL OPERATING SUPPORT | $130,000 | |||||
| GARRETT'S SPACE | ||||||||||||
| 1400 GRANGER AVE | ANN ARBOR | MI | 481044425 | NONE | PC | BUILD GARRETT'S SPACE: BRINGING HOPE TO LIFE | $100,000 | |||||
| GIRLS GROUP | ||||||||||||
| 2531 JACKSON AVE 188 | ANN ARBOR | MI | 48103 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| GREATER HORIZONS | ||||||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | CHARITABLE PURPOSES | $85,000 | |||||
| GREATER HORIZONS | ||||||||||||
| 1055 BROADWAY SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | CHARITABLE PURPOSES | $85,000 | |||||
| GUTH GAFA CUIDEACHTA FAOI THEORAINN RATHAIOCHTA | ||||||||||||
| NONE | NC | THINKING CHANGES' PROJECT | $13,000 | MEENDERRY FALCARRAGH | DONEGAL | EI | ||||||
| HEAL THE OCEAN | ||||||||||||
| PO BOX 90106 1430 CHAPALA STREET | SANTA BARBARA | CA | 93109 | NONE | PC | SUMMERLAND OIL MITIGATION STUDY | $50,000 | |||||
| HEAL THE OCEAN | ||||||||||||
| PO BOX 90106 1430 CHAPALA STREET | SANTA BARBARA | CA | 93109 | NONE | PC | CHALLENGE GRANT - SUMMERLAND OIL MITIGATION STUDY (SOMS) | $75,000 | |||||
| HILLSIDES | ||||||||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| HISTORY CENTER LAKE FOREST-LAKE BLUFF | ||||||||||||
| 509 EAST DEERPATH ROAD LAKE | LAKE FOREST | IL | 60045 | NONE | PC | PROPERTY IMPROVEMENTS AND THE ENDOWMENT FUND | $10,000 | FOREST-LAKE BLUFF HISTORICAL SOCIET | ||||
| HOME GROWN COMMUNITY (AKA MANY HANDS LIFESHARING COMMUNITY) | ||||||||||||
| 1032 LOUISE ST | YPSILANTI | MI | 48197 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC) | ||||||||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| INTERNATIONAL CHAMBER ARTISTS | ||||||||||||
| 17 THORNTREE LN | LAKE BLUFF | IL | 60044 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |||||
| JENESSE CENTER INC | ||||||||||||
| PO BOX 8476 | LOS ANGELES | CA | 90008 | NONE | PC | SUPPORTING SERVICES FOR UNDER-SERVED CHILDREN AND YOUTH OF DOMESTIC VIOLENCE VICTIMS AND SURVIVORS | $50,000 | |||||
| KAMINS FARM SANCTUARY | ||||||||||||
| 23377 W CHARDON RD | GRAYSLAKE | IL | 600309584 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| KIDS IN THE SPOTLIGHT INC | ||||||||||||
| 145 S GLENOAKS BLVD STE 124 | BURBANK | CA | 91502 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| KOHL CHILDRENS MUSEUM OF GREATER CHICAGO INC | ||||||||||||
| 2100 PATRIOT | GLENVIEW | IL | 60026 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 | |||||
| LABELLE FOUNDATION | ||||||||||||
| PO BOX 36471 | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| LAKE FOREST OPEN LANDS | ||||||||||||
| 350 N WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| LITTLE WARRIOR FOUNDATION INC | ||||||||||||
| PO BOX 2124 | BROOKFIELD | WI | 530082124 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| LOS ANGELES MARITIME INSTITUTE | ||||||||||||
| BERTH 73 SUITE 2 | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| MARINE CONSERVATION BIOLOGY INSTITUTE | ||||||||||||
| 1914 N 34TH STREET SUITE 409 | SEATTLE | WA | 981039090 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| MCKINLEY CHILDREN'S CENTER INC | ||||||||||||
| 762 WEST CYPRESS STREET | SAN DIMAS | CA | 917733599 | NONE | PC | RECREATION ROOM AND GENERAL OPERATING SUPPORT | $5,000 | |||||
| MESA FARM | ||||||||||||
| PO BOX 481 | OJAI | CA | 93024 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| MOMS AGAINST FLUORIDATION | ||||||||||||
| 30 WESTGATE PARKWAY 329 | ASHEVILLE | NC | 28806 | NONE | PC | GENERAL OPERATING SUPPORT | $45,000 | |||||
| MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION | ||||||||||||
| 125 STATE STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT FOR ACCESSIBILITY PROGRAMS | $100,000 | |||||
| NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE HEALTH | ||||||||||||
| C/O FOS FEMINISTA 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | 9TH FLOOR | ||||
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| NEW VILLAGE GIRLS ACADEMY | ||||||||||||
| 147 N OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| NORTH AMERICAN SOCIETY OF LASER THERAPY APPLICATIONS | ||||||||||||
| 2260 RUTHERFORD ROAD SUITE 101 | CARSBAD | CA | 92008 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| NORTHWEST ABORTION ACCESS FUND | ||||||||||||
| PO BOX 10894 | EUGENE | OR | 97440 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| OCEAN CONSERVANCY INC | ||||||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GLOBAL GHOST GEAR INITIATIVE | $50,000 | |||||
| OPENDOORS OF ASHEVILLE | ||||||||||||
| 290 HAYWOOD ROAD SUITE 204 | ASHEVILLE | NC | 28806 | NONE | PC | HURRICANE HELENE RELIEF | $5,000 | |||||
| OUTWARD BOUND ADVENTURES INC | ||||||||||||
| PO BOX 202 | PASADENA | CA | 91102 | NONE | PC | OUTWARD BOUND ADVENTURE'S YOUTH ADVISORY COUNCIL | $84,000 | |||||
| PALOS VERDES ESTATES FOUNDATION | ||||||||||||
| PO BOX 955 | PALOS VERDES ESTATES | CA | 902740955 | NONE | PC | FOR BEAUTIFICATION PROJECTS IN THE CITY OF PALOS VERDES ESTATES | $5,000 | |||||
| PARTNERS FOR A HUNGER-FREE OREGON | ||||||||||||
| 2900 SE STARK ST STE 1A | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| PARTNERS FOR PEDIATRIC VISION | ||||||||||||
| 6285 E SPRING ST 370 | LONG BEACH | CA | 90808 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| PASADENA HUMANE SOCIETY & SPCA | ||||||||||||
| 361 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | GENERAL OPERATING SUPPORT | $70,000 | |||||
| PENINSULA EDUCATION FOUNDATION | ||||||||||||
| PO BOX 2632 | PALOS VERDES PENINSULA | CA | 90274 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| PENINSULA SENIORS | ||||||||||||
| 602 DEEP VALLEY DRIVE SUITE 310 | ROLLING HILLS ESTATES | CA | 90274 | NONE | PC | VOLUNTEERS RECOGNITION | $5,000 | |||||
| PHYSICIANS AND PATIENTS RECLAIMING MEDICINE | ||||||||||||
| PO BOX 7601 | BERKELEY | CA | 94707 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| PORCH CHAPEL HILL-CARRBORO | ||||||||||||
| 218 LAKE MANOR RD | CHAPEL HILL | NC | 275164321 | NONE | PC | GENERAL OPERATING SUPPORT | $17,000 | |||||
| POWER OF POLO | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $44,835 | UNIT 7 QUEENS SQUARE ASCOT BUSINESS | BERKSHIRE | UK | PARK LYNDHURST ROAD | |||||
| REBUILDING SRI LANKA | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $14,330 | OAK DRIVE ALDERBURY | SALISBURY | UK | ||||||
| ROAD DOGS & RESCUE | ||||||||||||
| 25131 NARBONNE AVENUE 489 | LOMITA | CA | 90717 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SAMUELI ACADEMY | ||||||||||||
| 1901 N FAIRVIEW ST | SANTA ANA | CA | 92706 | NONE | PC | SAMUELI ACADEMY ENDOWMENT FUND | $10,000 | |||||
| SANTA BARBARA BOTANIC GARDEN INC | ||||||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | BOTANIC GARDEN BACK COUNTRY PROJECT ($25K PER YEAR FOR 4 YEARS) | $25,000 | |||||
| SANTA BARBARA CITY COLLEGE FOUNDATION | ||||||||||||
| 721 CLIFF DRIVE | SANTA BARBARA | CA | 93109 | NONE | PC | SUPPORT FOR FIRST TIME COLLEGE STUDENT SCHOLARSHIPS | $35,000 | |||||
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | ||||||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | NONE | PC | SCHOOL AND TEACHER SERVICES PROGRAMS FOR TITLE 1 SCHOOLS | $25,000 | |||||
| SANTA BARBARA PARTNERS IN EDUCATION | ||||||||||||
| 3970 LA COLINA RD STE 9 | SANTA BARBARA | CA | 93110 | NONE | PC | JOB READINESS AND TRAINING | $25,000 | |||||
| SCHOOLHOUSE OF WONDER | ||||||||||||
| 3600 NORTH DUKE STREET SUITE 1 | DURHAM | NC | 27704 | NONE | PC | SCHOLARSHIP PROGRAMS | $10,000 | |||||
| SCHOOLREADERS | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $7,085 | BEDFORD HEIGHTS BRICKHILL DRIVE | BEDFORD | UK | ||||||
| SCHWAB CHARITABLE FUND | ||||||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | NONE | PC | CHARITABLE PURPOSES | $15,000 | |||||
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | ||||||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PC | YOUTH EDUCATIONAL PROGRAMMING AT HARVEST SOLUTIONS FARM | $50,000 | |||||
| SEGERSTROM CENTER FOR THE ARTS | ||||||||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| SHELTERS FOR ISRAEL | ||||||||||||
| 728 N LINDEN DR | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| SISTERS OF THE ROAD | ||||||||||||
| 618 NW DAVIS STREET | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| SISTERSONG WOMEN OF COLOR REPRODUCTIVE JUSTICE COLLECTIVE | ||||||||||||
| PO BOX 94408 | ATLANTA | GA | 30377 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| THE FRIENDS OF LAKE FOREST PARKS AND RECREATION FOUNDATION | ||||||||||||
| 400 HASTINGS RD | LAKE FOREST | IL | 600452119 | NONE | PC | FOREST PARK BEACH PATHWAY PROJECT | $10,000 | |||||
| THE GENTLE BARN FOUNDATION | ||||||||||||
| 15825 SIERRA HWY | SANTA CLARITA | CA | 91390 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE GIVING BACK FUND | ||||||||||||
| 2208 CANYONBACK ROAD | LOS ANGELES | CA | 900491179 | NONE | PC | NEXUS | $8,500 | |||||
| THE LOS ANGELES LGBT CENTER | ||||||||||||
| 1625 N SCHRADER BLVD | LOS ANGELES | CA | 900286213 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE TREVOR PROJECT | ||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| THE TRUST FOR PUBLIC LAND | ||||||||||||
| PO BOX 889336 | LOS ANGELES | CA | 90088 | NONE | PC | LOS ANGELES GREEN SCHOOLYARDS PROGRAM | $50,000 | |||||
| THE TURNER FOUNDATION - SINCE 1958 | ||||||||||||
| PO BOX 186 | SANTA BARBARA | CA | 93102 | NONE | PC | THE COMMUNITY LEARNING CENTERS | $75,000 | |||||
| TRUST WOMEN FOUNDATION INC | ||||||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |||||
| UNION RESCUE MISSION | ||||||||||||
| 545 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | HOPE GARDENS FAMILY CENTER - CHILDREN & YOUTH PROGRAMS | $100,000 | |||||
| UNION STATION HOMELESS SERVICES | ||||||||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| UNITED BOYS & GIRLS CLUBS OF SANTA BARBARA COUNTY | ||||||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PC | CAMP WHITTIER ELECTRICAL UPGRADES | $135,000 | |||||
| UNIVERSITY OF MARYLAND FOUNDATION INC | ||||||||||||
| 1000 HILLTOP CIRCLE ADMIN 714 | BALTIMORE | MD | 21250 | NONE | PC | GODDARD PLANETARY HELIOPHYSICS INSTITUTE | $6,500 | |||||
| WU PROJECT INC | ||||||||||||
| 744 10TH ST APT 110 | MIAMI BEACH | FL | 33139 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| YOSEMITE CONSERVANCY | ||||||||||||
| 101 MONTGOMERY STREET SUITE 2450 | SAN FRANCISCO | CA | 94104 | NONE | PC | TRAIL REHABILITATION AND ACCESS | $25,000 | |||||
| YOUTH OUTRIGHT WNC INC | ||||||||||||
| 37 MONTFORD AVE SUITE 101 | ASHEVILLE | NC | 28801 | NONE | PC | FOR PANSY COLLECTIVE FOR HURRICANE HELENE RELIEF | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,098,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| OUTWARD BOUND ADVENTURES INC | ||||||||||
| 1905 LINCOLN AVE BUILDING G-224 | PASADENA | CA | 91103 | NONE | PC | OUTWARD BOUND ADVENTURE'S YOUTH ADVISORY COUNCIL | $168,000 | |||
| E3M | ||||||||||
| NONE | PC | TO SUPPORT RESEARCH ON AI ADJUVANT EXPOSURE AND AUTOPHAGY IMPAIRMENT | $47,670 | 1 LE BARRAIL | MONPRIMBLANC | FR | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $215,670 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,943 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $724,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $896,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $896,407 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $7,313 | $1,828 | $5,485 |
| ACCOUNTING FEES | $4,944 | $1,236 | $3,708 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUTH GAFA CUIDEACHTA FAOI THEORAINN RTHAOCHTA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEENDERRY | AddressLine1Txt |
| City | FALCARRAGH | CityNm |
| Province Or State | DONEGAL | ProvinceOrStateNm |
| Country | EI | CountryCd |
| Foreign Postal | F92XN62 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-01-05 | GrantDt |
| Grant | $13,000 | GrantAmt |
| Purpose Of Grant | THINKING CHANGES' PROJECT | PurposeOfGrantTxt |
| Expended By Grantee | $13,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO DIVERSIONS NOTED | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/31/25 | DatesOfReportsByGranteeTxt |
| Verification | 2025-01-31 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 941 UNITS MIDCAP SPDR TR UNIT SER 1 | $535,975 | $535,975 |
| 1300 UNITS VANGUARD INDEX FDS MID CAP ETF | $343,369 | $343,369 |
| 2658 UNITS ISHARES S&P SMALL CAP 600 | $306,255 | $306,255 |
| 390 UNITS GOLDMAN SACHS GROUP INC COM | $223,322 | $223,322 |
| 390 UNITS UNITEDHEALTH GROUP INC COM | $197,285 | $197,285 |
| 390 UNITS MICROSOFT CORP COM | $164,385 | $164,385 |
| 390 UNITS HOME DEPOT INC COM | $151,706 | $151,706 |
| 390 UNITS CATERPILLAR INC DEL COM | $141,476 | $141,476 |
| 390 UNITS SALESFORCE COM INC COM | $130,389 | $130,389 |
| 390 UNITS VISA INC COM CL A | $123,256 | $123,256 |
| 390 UNITS AMERICAN EXPRESS CO COM | $115,748 | $115,748 |
| 390 UNITS MCDONALDS CORP COM | $113,057 | $113,057 |
| 2295 UNITS WISDOMTREE TR EMG MKTS SMCAP | $112,271 | $112,271 |
| 390 UNITS AMGEN INC COM | $101,650 | $101,650 |
| 390 UNITS APPLE COMPUTER INC COM | $97,664 | $97,664 |
| 390 UNITS TRAVELERS COMPANIES, INC COM | $93,947 | $93,947 |
| 390 UNITS J P MORGAN CHASE & CO COM | $93,487 | $93,487 |
| 390 UNITS HONEYWELL INTL INC COM | $88,097 | $88,097 |
| 390 UNITS INTERNATIONAL BUSINESS MACHS COM | $85,734 | $85,734 |
| 390 UNITS BOEING CO COM | $69,030 | $69,030 |
| 1431 UNITS VANGUARD FTSE DEVELOPED MARKETS | $68,430 | $68,430 |
| 390 UNITS PROCTER & GAMBLE CO COM | $65,384 | $65,384 |
| 390 UNITS CHEVRON CORP COM | $56,488 | $56,488 |
| 390 UNITS JOHNSON & JOHNSON COM | $56,402 | $56,402 |
| 390 UNITS 3M CO | $50,345 | $50,345 |
| 390 UNITS DISNEY WALT CO COM DISNEY | $43,427 | $43,427 |
| 390 UNITS MERCK & CO INC COM | $38,797 | $38,797 |
| 390 UNITS WAL MART STORES INC COM | $35,237 | $35,237 |
| 390 UNITS NIKE INC CL B | $29,511 | $29,511 |
| 390 UNITS COCA COLA CO COM | $24,281 | $24,281 |
| 390 UNITS CISCO SYS INC COM | $23,088 | $23,088 |
| 390 UNITS VERIZON COMMUNICATIONS COM | $15,596 | $15,596 |
| 390 UNITS WALGREEN CO COM | $3,639 | $3,639 |
| 390 UNITS AMAZON COM INC COM | $85,562 | $85,562 |
| 390 UNITS NVIDIA CORP COM | $52,373 | $52,373 |
| 390 UNITS SHERWIN WILLIAMS CO COM | $132,573 | $132,573 |
| 102,560 UNITS FUNDVANTAGE TR AMBRUS INSTL | $1,014,318 | $1,014,318 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WHITTIER CORPORATE AMERICA FUND, LP | FMV | $32,326,362 | $32,326,362 |
| WHITTIER VALUE FUND A, LP | FMV | $7,579,317 | $7,579,317 |
| WHITTIER SMALL CAP FUND, LP | FMV | $5,196,855 | $5,196,855 |
| WHITTIER INTERNATIONAL FUND A, LP | FMV | $2,078,029 | $2,078,029 |
| MULTIVERSE INVESTMENT FUND I, LP | FMV | $1,064,574 | $1,064,574 |
| GREATPOINT VENTURES INNOVATION FD II, LP | FMV | $882,299 | $882,299 |
| ENIAC SELECT I LP | FMV | $350,828 | $350,828 |
| HERSHISER INCOME FUND V LP | FMV | $151,939 | $151,939 |
| HERSHISER INCOME FUND IV LP | FMV | $20,805 | $20,805 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,374 | LegalFeesAmt |
| Net Investment Income | $844 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,530 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEUROVISION IMAGING - PRI | $212,090 | $212,090 | $212,090 |
| INTEREST & DIVIDENDS RECEIVABLE | $17,211 | $13,347 | $13,347 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $725 | $0 | $725 |
| MISCELLANEOUS | $17,523 | $0 | $17,523 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIP - ENAIC SELECT I, LP | $0 | -$6,683 | $0 |
| INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II | $0 | -$7,331 | $0 |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP | $0 | -$163 | $0 |
| INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP | $0 | $280 | $0 |
| INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I | $0 | -$20,670 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP | $0 | $20,269 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND, LP | $0 | -$2,139 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP | $0 | $53,613 | $0 |
| INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND | $0 | $68,862 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $8,476,868 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $441,340 | BOYBookValueAmt |
| EOY Book Value | $559,168 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $102,312 | $102,312 | $0 |
| PHILANTHROPIC SVCS FEES | $306,934 | $0 | $306,934 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $48,580 | $0 | $0 |
| FILING FEES | $100 | $0 | $0 |
| DEFERRED FEDERAL EXCISE TAXES | $117,828 | $0 | $0 |