2025-10-07T18:26:08-05:00 2024-12-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990PF 2024-01-01 953464689 LLWW FOUNDATION LLWW 6264415111 177 E COLORADO BLVD 800 PASADENA CA 91105 LINDA BLINKENBERG VICE PRESIDENT 6264415111 2025-10-06 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2025-10-06 2024 2025-03-06 01:10:19Z X 38495257 X 15401 333385 333385 1345152 2946408 1709398 169 40444 0 1694107 2083227 0 0 0 0 0 21140 5285 0 15855 270639 67660 0 202979 98012 660 0 0 4003 0 0 4003 1555 0 0 1555 395349 73605 0 224392 1187130 886000 1582479 73605 0 1110392 111628 2009622 0 283622 122660 122660 528124 901932 901932 13920 10092 10092 19434125 24117253 24117253 838650 627844 627844 11563557 12699944 12699944 24618 15532 15532 32686616 38495257 38495257 20556 23865 346258 647389 291945 361370 658759 1032624 X 32027857 37462633 0 32027857 37462633 32686616 38495257 32027857 111628 5323148 37462633 0 37462633 SALE OF PUBLICLY TRADED SECURITIES 2024-12-31 2024-12-31 2946408 1597075 1349333 1349333 WHITTIER INTERNATIONAL FUND A LP P 2024-12-31 2024-12-31 19844 19844 SMALL CAP FUND P 2024-12-31 2024-12-31 167460 167460 WHITTIER VALUE FUND A, LP P 2024-12-31 2024-12-31 172761 172761 1709398 27934 0 27934 0 27934 31411 0 0 0 31411 X 0 3477 3477 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A WHITTIER TRUST COMPANY 6264415111 177 E COLORADO BLVD 800 PASADENA CA 91105 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAURA-LEE W WOODS 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 PRESIDENT/DIRECTOR 2.00 0 0 0 LINDA J BLINKENBERG 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 VICE PRESIDENT/DIRECTOR 2.00 0 0 0 KRISTINA HERNANDEZ 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 SECRETARY 2.00 0 0 0 GREG E CUSTER 177 E COLORADO BLVD SUITE 800 PASADENA CA 91105 CFO/DIRECTOR 2.00 0 0 0 NONE 0 WHITTIER TRUST COMPANY 177 E COLORADO BLVD STE 800 PASADENA CA 91105 PHILANTHROPIC SVCS & INVESTMENT MGMT 270639 0 0 22941022 879138 12710037 36530197 0 0 36530197 547953 35982244 1799112 1799112 27934 27934 1771178 0 1771178 0 1771178 1110392 0 1110392 1771178 691125 0 0 1110392 691125 0 0 419267 0 0 0 0 0 0 0 0 1351911 0 0 0 X CENTER FOR CURATORIAL STUDIES BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12504 NONE PC EXPANDING THE CCS BARD LIBRARY AND ARCHIVES 250000 REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 NONE PC CALIFORNIA STATE SUMMER SCHOOL FOR MATHEMATICS AND SCIENCE (COSMOS) CURRENT USE STUDENT FINANCIAL AID. 102000 CENTER FOR CURATORIAL STUDIES BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12504 NONE PC CCS ENDOWMENT FUND 100000 LOS ANGELES COUNTY MUSEUM OF ART (LACMA) 5905 WILSHIRE BOULEVARD LOS ANGELES CA 90036 NONE PC TO SUPPORT THE EXHIBITION ED RUSCHA / NOW THEN. 100000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 NONE PC SBMNH 2024 PROGRAMS 50000 READING IS FUNDAMENTAL OF SOUTHERN CALIFORNIA INC 7251 BANDINI BLVD SUITE 209 LOS ANGELES CA 90040 NONE PC MOTIVATIONAL READING PROGRAM 50000 CALIFORNIA HERITAGE MUSEUM 2612 MAIN STREET SANTA MONICA CA 90405 NONE PC 2024 CALIFORNIA HERITAGE MUSEUM PROGRAMS 50000 ELINGS PARK FOUNDATION 1298 LAS POSITAS ROAD SANTA BARBARA CA 93105 NONE PC UPGRADE & ADA COMPLIANCE IN GODRIC GROVE 50000 MUSIC ASSOCIATES OF ASPEN INC DBA ASPEN MUSIC FESTIVAL AND SCHOOL 225 MUSIC SCHOOL ROAD ASPEN CO 81611 NONE PC SCHOLARSHIPS FOR TALENTED MUSIC STUDENTS FROM CALIFORNIA 30000 THE MUSEUM OF MODERN ART 11 WEST 53 STREET NEW YORK NY 10019 NONE PC $10K ANNUAL FUND/$10K EDUCATION FUND 20000 PLANNED PARENTHOOD LOS ANGELES 400 W 30TH STREET LOS ANGELES CA 90007 NONE PC HIGH SCHOOL WELLBEING CENTERS AND EDUCATION AND OUTREACH PROGRAMS 15000 FOUNDATION FOR CONTEMPORARY ARTS INC 820 GREENWICH STREET FLOOR 4 NEW YORK NY 10014 NONE PC GENERAL OPERATING SUPPORT 15000 PS1 CONTEMPORARY ART CENTER INC 22-25 JACKSON AVE AT 46 AVE LONG ISLAND CITY NY 11101 NONE PC IN SUPPORT OF THE MOMA PS1 GALA, IN HONOR OF KATHY HALBREICH 10000 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THE COLLEAGUES 3312 PICO BLVD SANTA MONICA CA 90405 NONE PC 2024 HOLIDAY FUND 1000 CARDIOVASCULAR RESEARCH FOUNDATION OF SO CA 414 NO CAMDEN DRIVE BEVERLY HILLS CA 90210 NONE PC TO SUPPORT CARDIOVASCULAR RESEARCH 500 LIBRARY FOUNDATION OF LOS ANGELES 630 WEST FIFTH STREET LOS ANGELES CA 90071 NONE PC TO SUPPORT THE GIVE A CHILD A BOOK PROGRAM 500 886000 KAVLI INSTITUTE FOR THEORETICAL PHYSICS UC SANTA BARBARA FOUNDATION KOHN HALL LAGOON RD SANTA BARBARA CA 93106 NONE PC CONDITIONAL KITP MITCHEL POSTDOCTORAL SCHOLARS CAREER DEVELOPMENT 100000 CENTER FOR CURATORIAL STUDIES BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12504 NONE PC EXPANDING THE CCS BARD LIBRARY AND ARCHIVES 250000 ARMAND HAMMER MUSEUM OF ART AND CULTURAL CENTER INC 10899 WILSHIRE BOULEVARD LOS ANGELES CA 90024 NONE PC IN SUPPORT OF TWO HAMMER ARTISTS 100000 450000 14 333385 18 1345152 OTHER INCOME 01 169 0 1678706 0 1678706 0 0 0 0 0 0 0 0 0 0 X X 1 LAURA-LEE W WOODS 10580 WILSHIRE BLVD BOX 62 LOS ANGELES CA 90024 13750 X TAX PREPARATION FEES 11149 2787 0 8362 ACCOUNTING FEES 9991 2498 0 7493 5000 UNITS BANK AMER CORP 5.375 DP PFD KK 113350 113350 625 UNITS DIVERSIFIED HEALTHCARE TR 5.625% SR NT 42 9744 9744 15000 UNITS JPMORGAN CHASE & CO. 5.75% SHS PFD DD 377550 377550 5000 UNITS JPMORGAN CHASE & CO. 6 DEP NCM PFD EE 127200 127200 239 UNITS ISHARES RUSSELL 2000 INDEX 52809 52809 2,225 UNITS ISHARES S&P 500 INDEX 1138507 1138507 390 UNITS AMERICAN EXPRESS CO COM 115748 115748 1467 UNITS APPLE COMPUTER INC COM 367366 367366 390 UNITS CARRIER GLOBAL CORPORATION COM 26621 26621 361 UNITS CATERPILLAR INC DEL COM 130956 130956 390 UNITS CHEVRON CORP COM 56488 56488 390 UNITS COCA COLA CO COM 24281 24281 390 UNITS DISNEY WALT CO COM DISNEY 43428 43428 390 UNITS EXXON MOBIL CORP COM 41953 41953 357 UNITS GOLDMAN SACHS GROUP INC COM 204425 204425 345 UNITS HOME DEPOT INC COM 134202 134202 390 UNITS J P MORGAN CHASE & CO COM 93487 93487 390 UNITS JOHNSON & JOHNSON COM 56402 56402 355 UNITS MCDONALDS CORP COM 102911 102911 390 UNITS MERCK & CO INC COM 38797 38797 366 UNITS MICROSOFT CORP COM 154269 154269 390 UNITS NIKE INC CL B 29511 29511 390 UNITS RAYTHEON TECHNOLOGIES CORP COM 45131 45131 301 UNITS TRAVELERS COMPANIES INC COM 72508 72508 349 UNITS UNITEDHEALTH GROUP INC COM 176545 176545 390 UNITS VISA INC COM CL A 123256 123256 1170 UNITS WAL MART STORES INC COM 105710 105710 437 UNITS 3M CO 56412 56412 1282 UNITS ABBOTT LABS COM 145007 145007 717 UNITS ABBVIE INC COM 127411 127411 4704 UNITS AES CORP COM 60540 60540 6740 UNITS ALPHABET INC CL C 1283566 1283566 5198 UNITS AMAZON COM INC COM 1140389 1140389 475 UNITS AMERICAN ELEC PWR INC COM 43809 43809 1328 UNITS AMPHENOL CORP NEW CL A 92230 92230 7354 UNITS APPLE COMPUTER INC COM 1841589 1841589 280 UNITS APPLIED MATLS INC COM 45536 45536 195 UNITS ASML HOLDING N V N Y REGISTRY SHS 135151 135151 877 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW 397527 397527 1563 UNITS BLACKSTONE INC COM 269492 269492 2183 UNITS BOSTON PROPERTIES INC COM 162328 162328 3570 UNITS BROADCOM INC 827669 827669 429 UNITS CHENIERE ENERGY INC COM NEW 92179 92179 1217 UNITS CHEVRON CORP COM 176270 176270 6050 UNITS CHIPOTLE MEXICAN GRILL INC COM 364815 364815 2447 UNITS CITIGROUP INC COM NEW 172244 172244 2493 UNITS COMCAST CORP 93562 93562 264 UNITS COSTCO WHSL CORP NEW COM 241895 241895 203 UNITS CROWDSTRIKE HLDGS INC CL A 69458 69458 566 UNITS DANAHER CORP DEL COM 129925 129925 1397 UNITS DISNEY WALT CO COM DISNEY 155556 155556 1231 UNITS EATON CORP PLC SHS 408532 408532 544 UNITS ECOLAB INC COM 127470 127470 444 UNITS ELEVANCE HEALTH INC 163792 163792 1657 UNITS EOG RES INC COM 203115 203115 53 UNITS FIRST CTZNS BANCSHARES INC N CL A 111990 111990 1738 UNITS FORTIVE CORP COM 130350 130350 440 UNITS GOLDMAN SACHS GROUP INC COM 251953 251953 1188 UNITS HONEYWELL INTL INC COM 268357 268357 176 UNITS INTUIT COM 110616 110616 358 UNITS INTUITIVE SURGICAL INC 186862 186862 760 UNITS IQVIA HLDGS INC COM 149348 149348 2085 UNITS J P MORGAN CHASE & CO COM 499795 499795 834 UNITS KKR & CO INC COM 123357 123357 463 UNITS LILLY ELI & CO COM 357436 357436 480 UNITS LINDE PLC SHS 200962 200962 953 UNITS MARSH & MCLENNAN COS INC COM 202427 202427 128 UNITS MARTIN MARIETTA MATLS INC COM 66112 66112 2373 UNITS MERCK & CO INC COM 236066 236066 996 UNITS META PLATFORMS INC CL A 583168 583168 3858 UNITS MICROSOFT CORP COM 1626147 1626147 1795 UNITS MONDELEZ INTL INC CL A 107215 107215 482 UNITS MOTOROLA SOLUTIONS INC COM NEW 222795 222795 1133 UNITS NORFOLK SOUTHERN CORP COM 265915 265915 16531 UNITS NVIDIA CORP COM 2219948 2219948 163 UNITS O REILLY AUTOMOTIVE INC NEW COM 193285 193285 1778 UNITS PHILIP MORRIS INTL INC COM 213982 213982 982 UNITS PNC FINL SVCS GROUP INC COM 189379 189379 711 UNITS PROCTER & GAMBLE CO COM 119199 119199 1921 UNITS RAYTHEON TECHNOLOGIES CORP COM 222298 222298 290 UNITS S&P GLOBAL INC. 144429 144429 468 UNITS SALESFORCE COM INC COM 156466 156466 468 UNITS SERVICENOW INC COM 496136 496136 109 UNITS SOLVENTUM CORP 7201 7201 715 UNITS SPDR SERIES TRUST S&P BIOTECH 64393 64393 731 UNITS SUN COMMUNITIES INC 89891 89891 295 UNITS TESLA MTRS INC COM 119133 119133 437 UNITS THERMO FISHER SCIENTIFIC INC COM 227341 227341 2545 UNITS TJX COS INC NEW COM 307461 307461 323 UNITS UNITED RENTALS INC COM 227534 227534 406 UNITS UNITEDHEALTH GROUP INC COM 205379 205379 1177 UNITS VALERO ENERGY CORP NEW COM 144288 144288 1023 UNITS VERIZON COMMUNICATIONS COM 40910 40910 2104 UNITS VISA INC COM CL A 664949 664949 WHITTIER INTERNATIONAL FUND A, LP FMV 2165936 2165936 WHITTIER VALUE FUND A, LP FMV 3464176 3464176 WHITTIER SMALL CAP FUND, LP FMV 7069832 7069832 DIVIDENDS RECEIVABLE 24618 15532 15532 INSURANCE 725 0 0 725 MISCELLANEOUS 830 0 0 830 WHITTIER VALUE FUND A, LP 0 22226 WHITTIER INTERNATIONAL FUND A LP 0 21126 SMALL CAP FUND 0 -2908 OTHER INCOME 169 0 0 UNREALIZED GAIN 4994607 TRANSFER OF ASSETS FROM MERGER 328541 DEFERRED EXCISE TAX 291945 361370 INVESTMENT MGMT FEES 67660 67660 0 0 PHILANTHROPIC SVCS FEES 202979 0 0 202979 FOREIGN TAXES 660 660 0 0 FEDERAL EXCISE TAX 27827 0 0 0 FILING FEES 100 0 0 0 DEFERRED TAXES 69425 0 0 0