2017-09-01T18:15:13-05:00 2016-12-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2016-01-01 954556814 LAUREL FOUNDATION % WHITTIER TRUST COMPANY LAUR 6264415188 625 FAIR OAKS AVENUE STE 360 SOUTH PASADENA CA 91030 PEGINE E GRAYSON SECRETARY 6264415188 2017-09-01 true Stephanie Wilkinson P01231617 8053748555 174.46.231.234 95206420172445000009 2017-09-01 P AC144D2C5944885D7D87D465B4329167CD393E1C 5B9418D81C8C58433D8B74FB7DBA4202CCD0ED42 2016 2021-01-29 14:40:06Z X 3701666 X 0 X 1808 1808 69168 69168 -45540 2317396 592018 2535496 2087 2560932 665081 0 2155 0 0 2155 14804 3700 0 11104 53452 13363 37394 34136 6111 6111 110658 17063 0 56764 4213621 2408000 4324279 17063 0 2464764 -1763347 648018 11809 216154 70178 70178 5003 5003 149649 150160 150160 4832504 3002502 3002502 341312 114436 114436 318641 351008 351008 11335 8379 8379 5881404 3701666 3701666 5066041 4336166 18400 29233 5084441 4365399 X 796963 -663733 796963 -663733 5881404 3701666 796963 -1763347 302651 -663733 -663733 PUBLICLY TRADED SECURITIES P 894526 894902 -376 -376 PUBLICLY TRADED SECURITIES D 2013-03-01 569980 459344 110636 110636 PUBLICLY TRADED SECURITIES D 2009-01-08 634509 248980 385529 385529 PUBLICLY TRADED SECURITIES P 2010-10-13 2016-11-01 25026 13788 11238 11238 PUBLICLY TRADED SECURITIES P 2014-01-01 2016-05-20 157085 108364 48721 48721 592018 false 2982763 7025252 0.424577 2358176 3264112 0.722456 1065575 1755882 0.60686 433422 1662873 0.260646 5325287 6627499 0.803514 2.818053 0.563611 4408584 2484726 6480 2491206 2464764 12960 12960 12960 13955 35000 48955 X 35995 35995 false false false false false false true true true CA true false false false false true N/A WHITTIER TRUST COMPANY 6264415188 625 FAIR OAKS AVENUE STE 360 SOUTH PASADENA CA 91030 false false false false true false false false false false false false false false false false false false false false false 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 0 WHITTIER TRUST COMPANY 625 FAIR OAKS AVENUE SUITE 360 SOUTH PASADENA CA 91030 PHILANTHROPIC SVCS. 53452 0 4308754 153584 13382 4475720 0 4475720 67136 4408584 220429 220429 12960 12960 207469 207469 207469 2464764 0 0 0 0 2464764 2464764 207469 0 2014 2013 2012 0 5011416 351112 994559 2265434 2664413 11286934 2464764 0 207469 2257295 13544229 0 0 0 0 5011416 8532813 351112 994559 2265434 2664413 2257295 LAURE L WOODS NONE X Adolescent Counseling Services 643 blair island road suite 301 redwood city CA 94063 NONE PC Program Support- On-Campus Mental Health Assessments and Counseling. 25000 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. 75000 Breast Cancer Action 657 Mission Street Suite 302 San Francisco CA 94105 NONE PC Challenge Grant - Support education WORK. 30000 Building Futures Now PO Box 1524 Palo Alto CA 94302 NONE PC General Operating Support for 5 years. 40000 Eastside College Preparatory School 1041 Myrtle Street East Palo Alto CA 94303 NONE PC EASTSIDE SCHOLARSHIP PROGRAM. 58000 Environmental Volunteers 2560 Embarcadero Road Palo Alto CA 94303 NONE PC General operating support. 40000 Feminist Majority Foundation 433 South Beverly Drive Beverly Hills CA 90212 NONE PC To support the Girls Learn International PROGRAM. 50000 Marine Mammal Center 2000 Bunker Road Fort Cronkhite Sausalito CA 94965 NONE PC learning and engagement strategy. 50000 Youth Alive 3300 Elm Street Oakland CA 94609 NONE PC TO SUPPORT THE TEENS ON TARGET YOUTH LEADERSHIP AND VIOLENCE PREVENTION PROGRAM. 20000 Ice911 Research Corporation 325 Sharon Park Drive 632 Menlo Park CA 94025 NONE PC GENERAL OPERATING SUPPORT. 525000 LymeLight Foundation 1229 Burlingame Avenue Suite 205 Burlingame CA 94010 NONE PC general operating support. 355000 Friends of Palo Alto Junior Museum & Zoo 1451 Middlefield Road palo alto CA 94301 NONE PC CAPITAL CAMPAIGN. 70000 IGNITE 510 16th street OAKLAND CA 94612 NONE PC TO SUPPORT IGNITE'S COLLEGE COURSE EXPANSION. 40000 Ravenswood Family Health Center 1798A Bay Road EAST PALO ALTO CA 94303 NONE PC CORE OPERATING SUPPORT. 45000 Victory Ranch Inc 5951 GARCES AVENUE SAN JOSE CA 95123 NONE PC Operational expenses and capital improvements (Payable over 3 years). 70000 AUTRY MUSEUM OF THE AMERICAN WEST 4700 WESTERN HERITAGE WAY LOS ANGELES CA 90027 NONE PC GENERAL OPERATING SUPPORT. 5000 GRASSROOTS ECOLOGY 3921 E BAYSHORE ROAD PALO ALTO CA 94303 NONE PC GRASSROOTS ENVIRONMENTAL EDUCATION FOR YOUTH. 25000 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. 50000 MERCY BEYOND BORDERS 1885 DE LA CRUZ BLVD STE 101 SANTA CLARA CA 95050 NONE PC GENERAL OPERATING SUPPORT. 50000 TEAM GIVING PO BOX 510 9244 OLD NEW CASTLE HI NEWCASTLE CA 95658 NONE PC GENERAL OPERATING AND DEVELOPMENT SUPPORT. 455000 WILDCARE 76 ALBERT PARK LANE SAN RAFAEL CA 94901 NONE PC NATURE VAN PROGRAM. 10000 WILDLIFE ASSOCIATES CONSERVATION EARTH PO BOX 3098 HALF MOON BAY CA 94019 NONE PC AT-RISK YOUTH PROGRAMS. 20000 IGNITE 510 16th street OAKLAND CA 94612 NONE PC TO SUPPORT IGNITE'S NATIONAL EXPANSION PROJECT. 250000 HELEN WOODWARD ANIMAL CENTER PO BOX 64 RANCHO SANTA FE CA 92067 NONE PC TO SUPPORT THE ANIMOBILE AND THE HUMANE EDUCATION PROGRAMMING. 50000 2408000 Friends of Palo Alto Junior Museum & Zoo 1451 Middlefield Road Palo Alto CA 94301 none PC CAPITAL CAMPAIGN (Payable over 3 years). 70000 LymeLight Foundation 1229 Burlingame Avenue Suite 205 Burlingame CA 94010 none PC GENERAL OPERATING EXPENSE (PAYABLE OVER 5 YEARS). 1600000 Victory Ranch Inc 5951 Garces Avenue SAN JOSE CA 95123 none PC Operational expenses and capital improvements (Payable over 3 years). 50000 EASTSIDE COLLEGE PREPARATORY SCHOOL 1041 MYRTLE STREET EAST PALO ALTO CA 94303 NONE PC EASTSIDE SCHOLARSHIP PROGRAM (PAYABLE OVER 4 YEARS). 174000 Ice911 Research Corporation 325 SHARON PARK DRIVE 632 MENLO PARK CA 94025 NONE PC GENERAL OPERATING SUPPORT (PAYABLE OVER 3 YEARS). 800000 MARINE MAMMAL CENTER 2000 BUNKER ROAD FORT CRONKHITE SAUSALITO CA 94965 NONE PC LEARNING AND ENGAGEMENT STRATEGY (PAYABLE OVER 2 YEARS). 50000 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 (PAYABLE OVER 4 YEARS). 150000 WINDMILL SCHOOL 4141 alpine road portola valley CA 94028 NONE PC CONSTRUCTION OF THE WINDMILL FAMILY EDUCATION CENTER (PAYABLE OVER 1 YEAR). 1500000 4394000 14 1808 14 69168 18 -45540 RELEASE FROM GRANT COMMITMENT 01 2535496 2560932 2560932 false false false false false false false false false false ACCOUNTING FEES 7250 1812 5438 TAX PREPARATION FEES 7554 1888 5666 1,059 SHS ISHARES LEHMAN AGGRE 114436 114436 5,596 SHS SPDR S&P 500 1250874 1250874 955 SHS CITIGROUP INC 0 0 545 SHS ISHARES INC CORE MSCI 23135 23135 435 SHS VGRD EUROPE ETF 20854 20854 3,496 SHS ISHARES RUSSELL 2000 471436 471436 343 SHS MIDCAP SPDR TR UNIT 103493 103493 900 SHS DIAMONDS TR UNIT SER 1 0 0 1,050 SHS GOLDMAN SACHS GROUP 0 0 1,000 SHS JPMORGAN CHASE & CO 0 0 910 SHS WELLS FARGO & CO NEW 0 0 10,798 SHS ISHS RUSSELL 1000 1132710 1132710 150160 150160 WHITTIER VALUE FUND FMV 208482 208482 WHITTIER INTERNATIONAL FUND A FMV 142526 142526 THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING 2016, LAUREL FOUNDATION MADE DISTRIBUTIONS OF $1,763,347 FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 221.26% OF LAUREL FOUNDATION'S NET ASSETS OF $796,963 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF 2016. PLEASE SEE FORM 990-PF PAGE 1 AND ATTACHMENT 20 FOR DETAIL OF THE DISTRIBUTIONS MADE. DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME: TOTAL DISTRIBUTIONS OF ASSETS $4,324,279 LESS: CURRENT INCOME - $2,560,932 TOTAL DISTRIBUTIONS FROM OTHER SOURCES $1,763,347 LEGAL FEES 2155 2155 DIVIDENDS RECEIVABLE 11335 8379 8379 FILING FEES 160 160 INSURANCE 1701 1701 GRANT MANAGEMENT DATABASE 4250 4250 NET INCOME FROM PARTNERSHIPS 2087 RELEASE FROM GRANT COMMITMENT 2535496 UNREALIZED GAIN ON INVESTEMENTS 302651 ACCRUED EXPENSES 4740 8333 DEFERRED EXCISE TAXES 4331 20900 FEDERAL EXCISE TAXES 9329 ADMINISTRATIVE FEE 53452 13363 37394 FEDERAL EXCISE TAXES 34136