LAUREL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAUREL FOUNDATION (EIN 95-4556814)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-09
- IRS object ID
- 201612229349100721
- Schema version
- 2015v2.1
- 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
- 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 | 2016-08-09T13:11:57-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | VIRGINIA L SJOBERG | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2016-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN M PAULE | PreparerPersonNm |
| PTIN | P00358939 | PTIN |
| Phone | 8053748555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,881,404 | 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 | $5,378,384 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,374 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,374 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,017,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,543,881 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $2,056 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,514,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,666,128 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,156 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,214 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,302 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,516 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $52,580 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $730 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $730 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,803 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,803 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,458 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,856,884 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,916,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,993,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,458 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,982,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,520,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,645,670 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,209 | CashBOYAmt |
| Cash EOY | $11,809 | CashEOYAmt |
| Cash EOYFMV | $11,809 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $306,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,154 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $200,277 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,649 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,649 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,276,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,832,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,832,504 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $499,834 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $341,312 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $341,312 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $339,727 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $318,641 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $318,641 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,238 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,335 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,335 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,637,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,881,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,881,404 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,125,657 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,066,041 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $15,507 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,141,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,084,441 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | -$504,064 | UnrestrictedBOYAmt |
| Unrestricted EOY | $796,963 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$504,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $796,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,637,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,881,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$504,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,520,322 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,016,258 | SubtotalAmt |
| Other Decreases | $219,295 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $796,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,379 SHS ISHARES LEHMAN AGGREGATE BONDS | P | 2014-12-18 | 2015-12-02 | $149,868 | $151,929 | -$2,061 | -$2,061 |
| 50,000 SHS UNITED STATES TREAS NTS NOTE 1.000% | P | 2014-09-19 | 2015-01-05 | $50,016 | $49,891 | $125 | $125 |
| 1,389 SHS ISHARES RUSSELL 2000 INDEX | D | 2013-03-01 | 2015-04-09 | $173,524 | $124,737 | $48,787 | $48,787 |
| 2,792 SHS CATERPILLAR INC DEL COM | D | 2015-04-09 | $225,375 | $91,829 | $133,546 | $133,546 | |
| 4,165 SHS COCA COLA CO COM | D | 2015-04-09 | $170,768 | $75,743 | $95,025 | $95,025 | |
| 50,000 SHS FEDERAL FARM CR BKS DEB | P | 2014-12-10 | 2015-12-16 | $50,000 | $50,000 | ||
| 19,510 SHS ISHARES RUSSELL 1000 GROWTH | D | 2009-01-08 | $1,952,341 | $736,893 | $1,215,448 | $1,215,448 | |
| .400 SHS CALIFORNIA RES CORP COM | P | 2014-01-27 | 2015-01-06 | $2 | $3 | -$1 | -$1 |
| 1,010 SHS ISHARES RUSSELL 2000 INDEX | P | 2013-02-13 | 2015-04-09 | $126,177 | $92,041 | $34,136 | $34,136 |
| 50,000 SHS UNITED STATES TREAS NTS NOTE 0.875% | P | 2015-01-02 | 2015-07-02 | $50,271 | $50,211 | $60 | $60 |
| 50,000 SHS UNITED STATES TREAS NTS NOTE .625% | P | 2014-09-09 | 2015-01-02 | $50,055 | $50,049 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,543,881 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,358,176 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,264,112 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.722456 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,065,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,755,882 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.60686 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $433,422 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,662,873 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.260646 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,325,287 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,627,499 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.803514 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $341,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,679,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060083 | DistributionYr5Rt |
| Total Distribution | 2.453559 | TotalDistributionRt |
| Average Distribution | 0.490712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,025,252 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,447,375 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,457 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,463,832 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,982,763 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,913 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,913 | SubtotalAmt |
| Tax Based On Investment Income | $32,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,727 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $27,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $42,227 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $359 | EsPenaltyAmt |
| Overpayment | $8,955 | OverpaymentAmt |
| Applied To ES Tax | $8,955 | 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 |
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 | 1.0 | $0 | $0 | $0 |
| VIRGINIA L SJOBERG | ||||||||
| 625 FAIR OAKS AVENUE STE 360 | SOUTH PASADENA | CA | 91030 | CFO/DIRECTOR | 1.0 | $0 | $0 | $0 |
| PEGINE E GRAYSON | ||||||||
| 625 FAIR OAKS AVENUE STE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY/DIRECTOR | 1.0 | $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 | $69,208 | 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 | $6,714,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $406,691 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,335 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,132,236 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,132,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,025,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $351,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $351,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,913 | TotalTaxAmt |
| Distributable Before Adj | $318,350 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $318,350 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $318,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,982,763 | 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 | $2,982,763 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,982,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $41,973 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,011,416 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $351,112 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $994,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,265,434 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,664,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,982,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $318,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,664,413 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,328,907 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,973 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,286,934 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,011,416 | ExcessFromYear4Amt |
| Excess From Year3 | $351,112 | ExcessFromYear3Amt |
| Excess From Year2 | $994,559 | ExcessFromYear2Amt |
| Excess From Year1 | $2,265,434 | ExcessFromYear1Amt |
| Excess From Current Year | $2,664,413 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adolescent Counseling Services | |||||||
| 1717 Embarcadero Road Suite 4000 | Palo Alto | CA | 94303 | NONE | PC | ACS' On-Campus Counseling Program. | $25,000 |
| Bay Area Lyme Major Gift Fund | |||||||
| 884 Portola Road Suite A7 | Portola Valley | CA | 94028 | SUBSTANTIAL CONTRIBUTOR IS OFFICER AND DIRECTOR | SO I | To support overhead cost of Bay Area Lyme Foundation (BALF) over the next 5 years and to support other organizations with missions similar to BALF. | $1,200,000 |
| Boys and Girls Club of the Peninsula | |||||||
| 401 Pierce Road | Menlo Park | CA | 94025 | NONE | PC | To support year-round Expanded Learning Time Program at Taft Community School. | $50,000 |
| Breast Cancer Action | |||||||
| 657 Mission Street Suite 302 | San Francisco | CA | 94105 | NONE | PC | Challenge Grant - Support education WORK. | $30,000 |
| Building Futures Now | |||||||
| PO Box 1524 | Palo Alto | CA | 94302 | NONE | PC | General Operating Support for 5 years. | $40,000 |
| Conservation Earth Inc dba Wildlife Associates | |||||||
| PO Box 3098 | Half Moon Bay | CA | 94019 | NONE | PC | Generally supporting the foster youth program. | $30,000 |
| Eastside College Preparatory School | |||||||
| 1041 Myrtle Street | East Palo Alto | CA | 94303 | NONE | PC | Two academic and residential scholarships for the 2014-15 and 2015-16 academic year. | $58,000 |
| Environmental Volunteers | |||||||
| 2560 Embarcadero Road | Palo Alto | CA | 94303 | NONE | PC | General operating support. | $40,000 |
| Feminist Majority Foundation | |||||||
| 433 South Beverly Drive | Beverly Hills | CA | 90212 | NONE | PC | To support the Girls Learn International PROGRAM. | $50,000 |
| The Forsyth Institute | |||||||
| 245 First Street | Cambridge | MA | 02142 | NONE | PC | Support stem cell research. | $50,000 |
| Helen Woodward Animal Center | |||||||
| PO Box 64 | Rancho Santa Fe | CA | 92067 | NONE | PC | CARING CAPITAL CAMPAIGN. | $250,000 |
| Helen Woodward Animal Center | |||||||
| PO Box 64 | SANTA FE | CA | 92067 | NONE | PC | TO SUPPORT ANIMAL CENTERED EDUCATIONAL OUTREACH TO TITLE I (LOW INCOME) SCHOOLS. | $50,000 |
| LymeLight Foundation | |||||||
| 1229 Burlingame Avenue Suite 205 | Burlingame | CA | 94010 | NONE | PC | General operating support. | $210,000 |
| Marine Mammal Center | |||||||
| 2000 Bunker Road Fort Cronkhite | Sausalito | CA | 949652619 | NONE | PC | Education Initiative Capacity Building. | $50,000 |
| 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 | TO SUPPORT THE TEEN ON TARGET PROGRAMS. | $20,000 |
| Ice911 Research Corporation | |||||||
| 325 Sharon Park Drive 632 | Menlo Park | CA | 94025 | NONE | PC | High-Albedo Ice and Snow Deployment Methods Development Project. | $45,000 |
| Ice911 Research Corporation | |||||||
| 325 Sharon Park Drive 632 | MENLO PARK | CA | 94025 | NONE | PC | TO SUPPORT ICE-AID WORK. | $88,500 |
| LymeLight Foundation | |||||||
| 1229 Burlingame Avenue Suite 205 | Burlingame | CA | 94010 | NONE | PC | IN SUPPORT OF THE CAPACITY-BUILDING EXPENSES (EXCLUDING EVENT UNDERWRITING). | $80,000 |
| Silicon Valley Urban Debate League | |||||||
| 930 Palo Alto Avenue | PALO ALTO | CA | 94301 | NONE | PC | GENERAL OPERATION SUPPORT FOR SILICON VALLEY URBAN DEBATE LEAGUE. | $50,000 |
| Youth Community Service | |||||||
| 4120 Middlefield ROAD P-8 | PALO ALTO | CA | 94303 | NONE | PC | COMMUNITY SERVICE LEADERSHIP. | $40,000 |
| Friends of Palo Alto Junior Museum & Zoo | |||||||
| 1451 Middlefield Road | palo alto | CA | 94301 | NONE | PC | CAPITAL CAMPAIGN. | $70,000 |
| IGNITE | |||||||
| 1624 Franklin Street Suite 1001 | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT IGNITE'S NATIONAL EXPANSION PROJECT. | $250,000 |
| Ravenswood Family Health Center | |||||||
| 1798A Bay Road | EAST PALO ALTO | CA | 94303 | NONE | PC | CORE OPERATING SUPPORT. | $45,000 |
| Victory Ranch Inc | |||||||
| 5951 GARCES AVENUE | SAN JOSE | CA | 95123 | NONE | PC | Operational expenses and capital improvements (Payable over 3 years). | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,916,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bay Area Lyme Major Gift Fund | |||||||
| 884 Portola Road Suite A7 | Portola Valley | CA | 94028 | SUBSTANTIAL CONTRIBUTOR IS OFFICER AND DIRECTOR | SO I | General operating support (Payable over 5 years). | $2,600,000 |
| Breast Cancer Action | |||||||
| 657 Mission Street Suite 302 | San Francisco | CA | 94105 | none | PC | Support education work (Challenge Grant). | $30,000 |
| Building Futures Now | |||||||
| PO Box 1524 | Palo Alto | CA | 94302 | none | PC | General operating support (Payable over 5 years). | $40,000 |
| IGNITE | |||||||
| 1624 FRanklin Street Suite 1001 | OAKLAND | CA | 94612 | none | PC | IGNITE's national expansion project (Payable over 2 years). | $250,000 |
| Friends of Palo Alto Junior Museum & Zoo | |||||||
| 1451 Middlefield Road | Palo Alto | CA | 94301 | none | PC | CAPITAL CAMPAIGN (Payable over 3 years). | $140,000 |
| LymeLight Foundation | |||||||
| 1229 Burlingame Avenue Suite 205 | Burlingame | CA | 94010 | none | PC | GENERAL OPERATING EXPENSE (PAYABLE OVER 2 YEARS). | $220,000 |
| LymeLight Foundation | |||||||
| 1229 Burlingame Avenue Suite 205 | Burlingame | CA | 94010 | none | PC | GENERAL OPERATING AND PROGRAM SUPPORT (PAYABLE OVER 5 YEARS). | $1,735,000 |
| Ravenswood Family Health Center | |||||||
| 1798A Bay Road | EAST PALO ALTO | CA | 94303 | none | PC | CORE OPERATING SUPPORT (PAYABLE OVER 2 YEARS). | $45,000 |
| Victory Ranch Inc | |||||||
| 5951 Garces Avenue | SAN JOSE | CA | 95123 | none | PC | Operational expenses and capital improvements (Payable over 3 years). | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,180,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,374 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,817 | 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 | $15,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,763 | 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 | $5,378,384 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,792 SHS CATERPILLAR INC DEL COM 4,165 SHS COCA COLA CO COM 36,900 SHS ISHARES RUSSELL 1000 GROWTH | NoncashPropertyDesc |
| Fair Market Value | $5,378,384 | FairMarketValueAmt |
| Received | 2015-03-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $7,250 | $1,813 | $5,437 |
| TAX PREPARATION FEES | $5,370 | $1,343 | $7,777 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 3,160 SHS ISHARES LEHMAN AGGRE | BondNm |
| EOY Book Value | $341,312 | EOYBookValueAmt |
| EOYFMV | $341,312 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8,412 SHS SPDR S&P 500 | $1,714,954 | $1,714,954 |
| 955 SHS CITIGROUP INC | $26,750 | $26,750 |
| 545 SHS ISHARES INC CORE MSCI | $21,467 | $21,467 |
| 435 SHS VGRD EUROPE ETF | $21,698 | $21,698 |
| 8,611 SHS ISHARES RUSSELL 2000 | $969,771 | $969,771 |
| 435 SHS MIDCAP SPDR TR UNIT | $110,507 | $110,507 |
| 0.40 SHARES CALIFORNIA RES COR | $0 | $0 |
| 900 SHS DIAMONDS TR UNIT SER 1 | $156,591 | $156,591 |
| 1,050 SHS GOLDMAN SACHS GROUP | $27,185 | $27,185 |
| 1,000 SHS JPMORGAN CHASE & CO | $27,480 | $27,480 |
| 910 SHS WELLS FARGO & CO NEW | $26,144 | $26,144 |
| 17,390 SHS ISHARES RUSSELL 200 | $1,729,957 | $1,729,957 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $149,649 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,649 | 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 | $177,815 | $177,815 |
| WHITTIER INTERNATIONAL FUND A | FMV | $140,826 | $140,826 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXPENSE | $540 | $0 | $0 |
| ACCRUED INTEREST | $87 | $0 | $0 |
| DIVIDENDS RECEIVABLE | $11,611 | $11,335 | $11,335 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTEMENTS | Desc |
| Amt | $219,295 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $180 | $180 |
| INSURANCE | $1,623 | $1,623 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME FROM PARTNERSHIPS | Desc |
| Net Investment Income | $2,056 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $7,887 | $4,740 |
| DEFERRED EXCISE TAXES | $7,620 | $4,331 |
| FEDERAL EXCISE TAXES | $0 | $9,329 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEE | CategoryTxt |
| Amt | $69,208 | Amt |
| Net Investment Income | $17,302 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,516 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $52,580 | Amt |