2016-08-09T13:11:57-05:00 2015-12-31 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2015-01-01 954556814 LAUREL FOUNDATION % WHITTIER TRUST COMPANY LAUR 6264415188 625 FAIR OAKS AVENUE STE 360 SOUTH PASADENA CA 91030 VIRGINIA L SJOBERG CFO 6264415188 2016-08-05 true ROBIN M PAULE P00358939 8053748555 2015 2016-12-15 16:53:06Z X 5881404 X 5378384 2374 2374 117817 117817 15572 3017207 1543881 2056 5514147 1666128 0 12620 3156 0 13214 69208 17302 50516 52580 730 730 1803 1803 136941 20458 0 66263 3856884 2916500 3993825 20458 0 2982763 1520322 1645670 2209 11809 11809 306462 216154 216154 200277 149649 149649 2276353 4832504 4832504 499834 341312 341312 339727 318641 318641 12238 11335 11335 3637100 5881404 5881404 4125657 5066041 15507 18400 4141164 5084441 X -504064 796963 -504064 796963 3637100 5881404 -504064 1520322 1016258 219295 796963 1,379 SHS ISHARES LEHMAN AGGREGATE BONDS P 2014-12-18 2015-12-02 149868 151929 -2061 -2061 50,000 SHS UNITED STATES TREAS NTS NOTE 1.000% P 2014-09-19 2015-01-05 50016 49891 125 125 1,389 SHS ISHARES RUSSELL 2000 INDEX D 2013-03-01 2015-04-09 173524 124737 48787 48787 2,792 SHS CATERPILLAR INC DEL COM D 2015-04-09 225375 91829 133546 133546 4,165 SHS COCA COLA CO COM D 2015-04-09 170768 75743 95025 95025 50,000 SHS FEDERAL FARM CR BKS DEB P 2014-12-10 2015-12-16 50000 50000 19,510 SHS ISHARES RUSSELL 1000 GROWTH D 2009-01-08 1952341 736893 1215448 1215448 .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 126177 92041 34136 34136 50,000 SHS UNITED STATES TREAS NTS NOTE 0.875% P 2015-01-02 2015-07-02 50271 50211 60 60 50,000 SHS UNITED STATES TREAS NTS NOTE .625% P 2014-09-09 2015-01-02 50055 50049 6 6 1543881 false 2358176 3264112 0.722456 1065575 1755882 0.60686 433422 1662873 0.260646 5325287 6627499 0.803514 341217 5679089 0.060083 2.453559 0.490712 7025252 3447375 16457 3463832 2982763 32913 32913 32913 14727 27500 42227 X 359 8955 8955 false false false false false false false 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 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 0 WHITTIER TRUST COMPANY 625 FAIR OAKS AVENUE SUITE 360 SOUTH PASADENA CA 91030 PHILANTHROPIC SVCS. 69208 0 6714210 406691 11335 7132236 0 7132236 106984 7025252 351263 351263 32913 32913 318350 318350 318350 2982763 0 0 0 0 2982763 2982763 318350 0 2013 2012 2011 41973 5011416 351112 994559 2265434 8664494 2982763 0 318350 2664413 11328907 0 0 41973 11286934 5011416 351112 994559 2265434 2664413 LAURE L WOODS NONE X Adolescent Counseling Services 1717 Embarcadero Road Suite 4000 Palo Alto CA 94303 NONE PC ACS' On-Campus Counseling Program. 25000 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. 1200000 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. 50000 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 Conservation Earth Inc dba Wildlife Associates PO Box 3098 Half Moon Bay CA 94019 NONE PC Generally supporting the foster youth program. 30000 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. 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 The Forsyth Institute 245 First Street Cambridge MA 02142 NONE PC Support stem cell research. 50000 Helen Woodward Animal Center PO Box 64 Rancho Santa Fe CA 92067 NONE PC CARING CAPITAL CAMPAIGN. 250000 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. 50000 LymeLight Foundation 1229 Burlingame Avenue Suite 205 Burlingame CA 94010 NONE PC General operating support. 210000 Marine Mammal Center 2000 Bunker Road Fort Cronkhite Sausalito CA 949652619 NONE PC Education Initiative Capacity Building. 50000 USC Davis School of Gerontology 3715 McClintock Avenue Los Angeles CA 90089 NONE PC General Operating Support. 5000 Youth Alive 3300 Elm Street Oakland CA 94609 NONE PC TO SUPPORT THE TEEN ON TARGET PROGRAMS. 20000 Ice911 Research Corporation 325 Sharon Park Drive 632 Menlo Park CA 94025 NONE PC High-Albedo Ice and Snow Deployment Methods Development Project. 45000 Ice911 Research Corporation 325 Sharon Park Drive 632 MENLO PARK CA 94025 NONE PC TO SUPPORT ICE-AID WORK. 88500 LymeLight Foundation 1229 Burlingame Avenue Suite 205 Burlingame CA 94010 NONE PC IN SUPPORT OF THE CAPACITY-BUILDING EXPENSES (EXCLUDING EVENT UNDERWRITING). 80000 Silicon Valley Urban Debate League 930 Palo Alto Avenue PALO ALTO CA 94301 NONE PC GENERAL OPERATION SUPPORT FOR SILICON VALLEY URBAN DEBATE LEAGUE. 50000 Youth Community Service 4120 Middlefield ROAD P-8 PALO ALTO CA 94303 NONE PC COMMUNITY SERVICE LEADERSHIP. 40000 Friends of Palo Alto Junior Museum & Zoo 1451 Middlefield Road palo alto CA 94301 NONE PC CAPITAL CAMPAIGN. 70000 IGNITE 1624 Franklin Street Suite 1001 OAKLAND CA 94612 NONE PC TO SUPPORT IGNITE'S NATIONAL EXPANSION PROJECT. 250000 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). 90000 2916500 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). 2600000 Breast Cancer Action 657 Mission Street Suite 302 San Francisco CA 94105 none PC Support education work (Challenge Grant). 30000 Building Futures Now PO Box 1524 Palo Alto CA 94302 none PC General operating support (Payable over 5 years). 40000 IGNITE 1624 FRanklin Street Suite 1001 OAKLAND CA 94612 none PC IGNITE's national expansion project (Payable over 2 years). 250000 Friends of Palo Alto Junior Museum & Zoo 1451 Middlefield Road Palo Alto CA 94301 none PC CAPITAL CAMPAIGN (Payable over 3 years). 140000 LymeLight Foundation 1229 Burlingame Avenue Suite 205 Burlingame CA 94010 none PC GENERAL OPERATING EXPENSE (PAYABLE OVER 2 YEARS). 220000 LymeLight Foundation 1229 Burlingame Avenue Suite 205 Burlingame CA 94010 none PC GENERAL OPERATING AND PROGRAM SUPPORT (PAYABLE OVER 5 YEARS). 1735000 Ravenswood Family Health Center 1798A Bay Road EAST PALO ALTO CA 94303 none PC CORE OPERATING SUPPORT (PAYABLE OVER 2 YEARS). 45000 Victory Ranch Inc 5951 Garces Avenue SAN JOSE CA 95123 none PC Operational expenses and capital improvements (Payable over 3 years). 120000 5180000 14 2374 14 117817 18 15572 135763 135763 false false false false false false false false false false X X 1 LAURE L WOODS 625 FAIR OAKS AVENUE STE 360 SOUTH PASADENA CA 91030 5378384 X X 1 2,792 SHS CATERPILLAR INC DEL COM 4,165 SHS COCA COLA CO COM 36,900 SHS ISHARES RUSSELL 1000 GROWTH 5378384 2015-03-24 ACCOUNTING FEES 7250 1813 5437 TAX PREPARATION FEES 5370 1343 7777 3,160 SHS ISHARES LEHMAN AGGRE 341312 341312 8,412 SHS SPDR S&P 500 1714954 1714954 955 SHS CITIGROUP INC 26750 26750 545 SHS ISHARES INC CORE MSCI 21467 21467 435 SHS VGRD EUROPE ETF 21698 21698 8,611 SHS ISHARES RUSSELL 2000 969771 969771 435 SHS MIDCAP SPDR TR UNIT 110507 110507 0.40 SHARES CALIFORNIA RES COR 0 0 900 SHS DIAMONDS TR UNIT SER 1 156591 156591 1,050 SHS GOLDMAN SACHS GROUP 27185 27185 1,000 SHS JPMORGAN CHASE & CO 27480 27480 910 SHS WELLS FARGO & CO NEW 26144 26144 17,390 SHS ISHARES RUSSELL 200 1729957 1729957 149649 149649 WHITTIER VALUE FUND FMV 177815 177815 WHITTIER INTERNATIONAL FUND A FMV 140826 140826 PREPAID EXPENSE 540 0 0 ACCRUED INTEREST 87 0 0 DIVIDENDS RECEIVABLE 11611 11335 11335 UNREALIZED LOSS ON INVESTEMENTS 219295 FILING FEES 180 180 INSURANCE 1623 1623 NET INCOME FROM PARTNERSHIPS 2056 ACCRUED EXPENSES 7887 4740 DEFERRED EXCISE TAXES 7620 4331 FEDERAL EXCISE TAXES 0 9329 ADMINISTRATIVE FEE 69208 17302 50516 FEDERAL EXCISE TAXES 52580