W W W FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- W W W FOUNDATION (EIN 95-3694741)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-30
- IRS object ID
- 201511819349100016
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-30T12:51:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953694741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WWW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WWWF | BusinessNameControlTxt |
| Phone | 6264415188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE NO 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGINE GRAYSON | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6264415188 | PhoneNum |
| Signature | 2015-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,363,205 | 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 | $856,799 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $856,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,756,363 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,832,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,756,363 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $934,885 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,613,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,548,047 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $505,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,579 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $353,684 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77,962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $774 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $604,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $373,759 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,129,632 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,665,346 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,733,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,039,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $879,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,395,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $201,215 | CashBOYAmt |
| Cash EOY | $263,360 | CashEOYAmt |
| Cash EOYFMV | $263,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $980,145 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $745,274 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $745,274 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $89,915 | AcctRcvblAmt |
| Acct Rcvbl BOY | $68,359 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $89,915 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $89,915 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $89,377 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,476 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,476 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,177,211 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,874,868 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,874,868 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,058,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,132,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,132,775 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,909,681 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,481,305 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,481,305 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,448,626 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,771,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,771,232 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $67,932,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,363,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,363,205 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,862,522 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,326,808 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $353,046 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $369,770 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,215,568 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,696,578 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $59,404,872 | UnrestrictedBOYAmt |
| Unrestricted EOY | $61,227,452 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $5,312,202 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $5,439,175 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,717,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $66,666,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,932,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,363,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,717,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $879,457 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,070,096 | OtherIncreasesAmt |
| Subtotal | $66,666,627 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $66,666,627 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $13,832,639 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,076,276 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,756,363 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,756,363 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,756,363 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,500,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $60,859,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041089 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,387,399 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $53,696,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044461 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,918,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,960,832 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036230 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,996,259 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,831,707 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040880 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,752,998 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,049,990 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063949 | DistributionYr5Rt |
| Total Distribution | 0.226609 | TotalDistributionRt |
| Average Distribution | 0.045322 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,688,766 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,022,468 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43,957 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,066,425 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,039,105 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,126 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $80,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $134,126 | TotalPaymentsAndCreditsAmt |
| Overpayment | $46,213 | OverpaymentAmt |
| Applied To ES Tax | $46,213 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | 625 FAIR OAKS AVENUE NO 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON H BRADFORD | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRYCE W RHODES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| WINIFRED W RHODES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PEGINE E GRAYSON | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | SECRETARY/EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID A DAHL | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | CHIEF FINANCIAL OFFICER | 1.00 | $0 | $0 | $0 |
| MICHAEL J CASEY | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCIA W CONSTANCE | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRETT E HODGES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN M HODGES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADAM J RHODES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMERY W RHODES | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARLO G SORENSEN | ||||||||
| 625 FAIR OAKS AVENUE SUITE 360 | SOUTH PASADENA | CA | 91030 | DIRECTOR | 1.00 | $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 | 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 SERVICES & INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $459,220 | 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 | $38,914,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $789,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,999,623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,704,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,704,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,015,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,688,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,334,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,334,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,913 | TotalTaxAmt |
| Distributable Before Adj | $3,246,525 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,246,525 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,246,525 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,039,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,039,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,039,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,246,525 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,982,904 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,039,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,982,904 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,190,324 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HELEN WOODWARD ANIMAL CENTER | ||||||||
| PO BOX 64 | RANCHO SANTA FE | CA | 92067 | NONE | PC | GENERAL OPERATING SUPPORT | $555,000 | |
| CHALLENGERS BOYS AND GIRLS CLUB | ||||||||
| 5029 SOUTH VERMONT AVENUE | LOS ANGELES | CA | 900370189 | NONE | PC | SUPPORT CHALLENGERS TENNIS ACADEMY | $253,830 | |
| CHILDREN'S MUSEUM OF SANTA BARBARA | ||||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PC | SUPPORT MOXI: THE WOLF MUSEUM OF EXPLORATION+ INNOVATION | $125,000 | |
| SANTA BARBARA ZOOLOGICAL FOUNDATION | ||||||||
| 500 NINOS DRIVE | SANTA BARBARA | CA | 931033798 | NONE | PC | DISCOVERY PAVILION CAPITAL CAMPAIGN | $125,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (DAVIS) | ||||||||
| 1089 VETERINARY MEDICINE DRIVE | DAVIS | CA | 95616 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| SOLEDAD ENRICHMENT ACTION INC | ||||||||
| 222 NORTH VIRGIL AVENUE | LOS ANGELES | CA | 90004 | NONE | PC | TO SUPPORT HYDROPONIC FARMING, VAN AND TRAILER WITH CLEANING EQUIPMENT | $78,366 | |
| LAGUNA BLANCA SCHOOL | ||||||||
| 4125 PALOMA DRIVE | SANTA BARBARA | CA | 93110 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CASA DEL HERRERO FOUNDATION | ||||||||
| PO BOX 5612 | SANTA BARBARA | CA | 93150 | NONE | PC | $50,000 FOR GENERAL OPERATING SUPPORT AND $15,000 FOR THE ENTRY RESTORATION PROJECT | $65,000 | |
| SANTA BARBARA COUNTY TRAILS COUNCIL | ||||||||
| PO BOX 22352 | SANTA BARBARA | CA | 93103 | NONE | PC | RESTRICTED TO THE BARON RANCH TRAIL FUND | $60,000 | |
| WASHINGTON STATE UNIVERSITY FOUNDATION WASHINGTON STATE UNIVERSITY | ||||||||
| PO BOX 646382 | PULLMAN | WA | 991646382 | NONE | PC | DEPARTMENT OF ENTOMOLOGY HONEY BEE | $54,500 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANICAL GARDENS | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NONE | PC | WHITTIER FAMILY HISTORY PROJECT | $50,000 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY MIDDLEBURY COLLEGE | ||||||||
| 152 MAPLE STREET G-007 | MIDDLEBURY | VT | 05753 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SANTA BARBARA BICYCLE COALITION | ||||||||
| PO BOX 92047 | SANTA BARBARA | CA | 93190 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SANTA BARBARA COURTHOUSE LEGACY FOUNDATION | ||||||||
| PO BOX 91459 | SANTA BARBARA | CA | 93190 | NONE | PC | MURAL ROOM RESTORATION | $50,000 | |
| DIRECT RELIEF | ||||||||
| 27 SOUTH LA PATERA LANE | GOLETA | CA | 93117 | NONE | PC | MATERNAL & CHILD HEALTH PROGRAM AND GENERAL OPERATING SUPPORT | $45,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE MC 0210 | LA JOLLA | CA | 920930940 | NONE | PC | COASTAL AND MARINE ENVIRONMENTS MONITORING PROGRAM | $42,500 | |
| VILLAGE BEAT | ||||||||
| 1995 INDIAN VALLEY ROAD | NOVATO | CA | 94947 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| TRUE NATURE SOCIETYQUAIL SPRINGS CENTER | ||||||||
| 35070 HIGHWAY 33 | MARICOPA | CA | 93252 | NONE | PC | GENERAL OPERATING SUPPORT | $37,500 | |
| CATE SCHOOL | ||||||||
| 1960 CATE MESA RD | CARPINTERIA | CA | 93013 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| THE CALIFORNIA ACADEMY FOUNDATION | ||||||||
| 3463 STATE STREET SUITE 400 | SANTA BARBARA | CA | 93105 | NONE | PC | SANTA BARBARA HIGH SCHOOL MAD ACADEMY - SUPPORT EDUCATION | $28,000 | |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | ||||||||
| PO BOX 91830 | SANTA BARBARA | CA | 931901830 | NONE | PC | SUPPORT FRIENDS OF THE FRANKLIN TRAIL PROJECT | $28,000 | |
| THE COMMUNITY ENVIRONMENTAL COUNCIL | ||||||||
| 26 W ANAPAMU ST 2ND FLOOR | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HEAL THE OCEAN | ||||||||
| PO BOX 90106 | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| INTERNATIONAL DOCUMENTARY FOUNDATION INC DBA INTERNATIONAL DOCUMENTARY | ||||||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | NONE | PC | PROJECT: TAB HUNTER CONFIDENTIAL | $25,000 | |
| OJAI FOUNDATION | ||||||||
| PO BOX 999 | OJAI | CA | 93024 | NONE | PC | TO SUPPORT EDUCATION FOR INDIGENOUS CULTURE | $25,000 | |
| OPAL COMMUNITY LAND TRUST | ||||||||
| PO BOX 1133 | EASTSOUND | WA | 98245 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION CAL MEN'S LACROSSE TEAM | ||||||||
| 2301 BANCROFT WAY 4420 | BERKELEY | CA | 94720 | NONE | PC | TO HELP ESTABLISH AN ENDOWMENT FUND GENERAL OPERATING SUPPORT | $25,000 | |
| SANTA BARBARA BOTANIC GARDEN | ||||||||
| 1212 MISSION CANYON ROAD | SANTA BARBARA | CA | 93105 | NONE | PC | CAPITAL CAMPAIGN | $25,000 | |
| VIOLENCE RESEARCH FOUNDATION | ||||||||
| 27068 LA PAZ ROAD 703 | ALISO VIEJO | CA | 92656 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEW VILLAGE CHARTER SCHOOL INC | ||||||||
| 147 NO OCCIDENTAL BOULEVARD | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL OPERATING SUPPORT | $22,000 | |
| THE ARBORETUM FOUNDATION | ||||||||
| 2300 ARBORETUM DRIVE EAST | SEATTLE | WA | 981122300 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITY ACTION FUND FOR WOMEN IN AFRICA | ||||||||
| 801 COLD SPRINGS ROAD | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 NORTH GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING SUPPORT FOR CIVIL FORFEITURE CASES | $20,000 | |
| NINOS DEL SOL INC | ||||||||
| 85 CIRCLE LOOP | STATEN ISLAND | NY | 10304 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SEATTLE AQUARIUM SOCIETY-SEAS | ||||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 981012015 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ST MICHAEL CHURCH | ||||||||
| 1016 W MANCHESTER AVENUE | LOS ANGELES | CA | 90044 | NONE | PC | SUPPORT THE SOCCER TEAM | $20,000 | |
| WOODLAND PARK ZOOLOGICAL SOCIETY | ||||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SANTA BARBARA BIRTH CENTER | ||||||||
| 2958 STATE STREET | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT AND SUPPORT OF MARKETING AND ADVERTISING | $16,600 | |
| BOYS & GIRLS CLUB OF SANTA BARBARA | ||||||||
| 632 EAST CANON PERDIDO STREET | SANTA BARBARA | CA | 93103 | NONE | PC | SUPPORT AFTER SCHOOL TUTORING AND HOMEWORK PROGRAM AND MARCH MADNESS BASKETBALL-A-THON | $15,000 | |
| COASTAL RANCHES CONSERVANCY | ||||||||
| 1482 EAST VALLEY ROAD SUITE 135 | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| COLGATE UNIVERSITY TREASURER'S OFFICE - JAMES B COLGATE HALL | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SANTA BARBARA MIDDLE SCHOOL | ||||||||
| 1321 ALAMEDA PADRE SERRA | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SANTA BARBARA WATER POLO FOUNDATION INC | ||||||||
| PO BOX 1702 | GOLETA | CA | 93116 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY STREET 9TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT PARKS FOR PEOPLE LOS ANGELES PROGRAM | $15,000 | |
| CREATIVE VISIONS FOUNDATION | ||||||||
| 18820 PACIFIC COAST HIGHWAY SUITE | MALIBU | CA | 90265 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | 201 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE FRIENDSHIP PADDLE | ||||||||
| 920 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PC | 3-YEAR ENDOWMENT FOR GENERAL OPERATING SUPPORT | $10,000 | |
| LAROA ARTFLOW INC | ||||||||
| 104 RAILROAD AVE | PASADENA | MD | 21122 | NONE | PC | SEA TURTLE HATCHERY AND LOCAL SCHOOL SUPPORT IN NICARAGUA. | $10,000 | |
| LONG LIVE THE KINGS | ||||||||
| 1326 FIFTH AVENUE SUITE 450 | SEATTLE | WA | 98101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ORCAS ISLAND CHAMBER MUSIC FESTIVAL | ||||||||
| PO BOX 646 | EASTSOUND | WA | 98245 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ORCAS ISLAND LIBRARY DISTRICT | ||||||||
| 500 ROSE STREET | EASTSOUND | WA | 98245 | NONE | PC | EXPANSION FUND | $10,000 | |
| ORCAS MEDICAL FOUNDATION | ||||||||
| PO BOX 515 | DEER HARBOR | WA | 98243 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SANTA BARBARA MARITIME MUSEUM | ||||||||
| 113 HARBOR WAY SUITE 190 | SANTA BARBARA | CA | 93109 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SCRIPPS HEALTH FOUNDATION | ||||||||
| 4275 CAMPUS POINT COURT | SAN DIEGO | CA | 92103 | NONE | PC | PROGRAM SUPPORT AT JOHN ENGLE'S DISCRETION | $10,000 | |
| STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES | ||||||||
| 397 PANAMA MALL MITCHELL BUILDING | STANFORD | CA | 943052210 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | 101 |
| WILDLIFE HEALTH CENTER FOUNDATION | ||||||||
| 942 DEER HARBOR RD | EASTSOUND | WA | 98245 | NONE | PC | SEADOC SOCIETY | $10,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 7611 | NEW HAVEN | CT | 065190611 | NONE | PC | SCHOOL OF MEDICINE - DR. UDELSMAN'S RESEARCH FUND | $10,000 | |
| FUTURE LEADERS OF AMERICA INC | ||||||||
| 1528 CHAPALA ST 308 | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HILLSIDES | ||||||||
| 940 AVENUE 64 | PASADENA | CA | 911052711 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| INSTITUTE OF RANGE AND AMERICAN MUSTANG | ||||||||
| PO BOX 998 | HOT SPRINGS | SD | 57747 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LOBERO THEATRE FOUNDATION | ||||||||
| 33 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | NONE | PC | ENDOWMENT FUND SUPPORT FOR AMERICAN ROOTS MUSIC | $5,000 | |
| LOS ANGELES CHILD GUIDANCE CLINIC | ||||||||
| 3031 S VERMONT AVENUE | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEWPORT BAY NATURALISTS AND FRIENDS NEWPORT BAY CONSERVANCY | ||||||||
| 2301 UNIVERSITY DRIVE | NEWPORT BEACH | CA | 92660 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ORCAS CENTER | ||||||||
| PO BOX 567 917 MT BAKER RD | EASTSOUND | WA | 982450567 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SAN DIEGO NATURAL HISTORY MUSEUM | ||||||||
| PO BOX 121390 | SAN DIEGO | CA | 921121390 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SAN JUAN PRESERVATION TRUST | ||||||||
| PO BOX 327 | LOPEZ | WA | 98261 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SANTA BARBARA HIGH SCHOOL AQUATICS BOOSTER CLUB | ||||||||
| PO BOX 636 | SANTA BARBARA | CA | 93012 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SHARE OUR SELVES | ||||||||
| 1550 SUPERIOR AVENUE | COSTA MESA | CA | 92627 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOUTH COAST REPERTORY THEATRE INC | ||||||||
| PO BOX 2197 | COSTA MESA | CA | 92628 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHILDREN'S DISCOVERY FOUNDATION DBA THE FUNHOUSE COMMONS | ||||||||
| 30 PEA PATCH LANE | EASTSOUND | WA | 98245 | NONE | PC | GENERAL OPERATING SUPPORT | $4,550 | |
| THE MONTECITO TRAILS FOUNDATION | ||||||||
| PO BOX 5481 | SANTA BARBARA | CA | 93105 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| NATIONAL SPASMODIC DYSPHONIA ASSOCIATION | ||||||||
| 300 PARK BLVD SUITE 335 | ITASCA | IL | 60177 | NONE | PC | SUPPORT 2014 CHALLENGE | $2,500 | |
| SANTA BARBARA BOWL FOUNDATION | ||||||||
| 1122 NORTH MILPAS STREET | SANTA BARBARA | CA | 93103 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GARDENS FOR HEALTH INTERNATIONAL GLOBEMED AT MIDDLEBURY COLLEGE | ||||||||
| 2 ATLANTIC AVENUE 4TH FLOOR | BOSTON | MA | 02110 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SANTA BARBARA HISTORICAL MUSEUM | ||||||||
| 136 EAST DE LA GUERRA STREET | SANTA BARBARA | CA | 93101 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,665,346 | 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 |
|---|---|---|---|---|---|---|---|
| CHILDREN'S MUSEUM OF SANTA BARBARA | |||||||
| PO BOX 4808 | SANTA BARBARA | CA | 93140 | NONE | PC | MOXI: THE WOLF MUSEUM OF EXPLORATION + INNOVATION PAYABLE OVER 2 YEARS | $125,000 |
| INTERNATIONAL DOCUMENTARY FOUNDATION INC | |||||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | NONE | PC | PROJECT: TAB HUNTER CONFIDENTIAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $856,799 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,756,363 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,613,162 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,613,162 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WHITTIER TRUST #00-5075 - CORPORATE BONDS | $3,276,883 | $3,276,883 |
| WHITTIER TRUST #00-5075 - FIXED INCOME BONDS | $2,204,422 | $2,204,422 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WHITTIER TRUST #82-5111 LAYT | $2,699,416 | $2,699,416 |
| WHITTIER TRUST #00-5111 LAYT | $1,031,626 | $1,031,626 |
| WHITTIER TRUST #83-5075 | $2,140,748 | $2,140,748 |
| WHITTIER TRUST #82-5075 | $14,637,045 | $14,637,045 |
| WHITTIER TRUST #73-5075 | $7,354,638 | $7,354,638 |
| WHITTIER TRUST #00-5075 | $2,269,302 | $2,269,302 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,874,868 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,874,868 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WHITTIER SMALL CAP FUND, LP | FMV | $8,570,715 | $8,570,715 |
| WHITTIER VALUE FUND A, LP | FMV | $15,016,147 | $15,016,147 |
| WHITTIER INTERNATIONAL FUND, LP | FMV | $4,011,068 | $4,011,068 |
| WHITTIER SMALL CAP FUND, LP - LAYT | FMV | $593,357 | $593,357 |
| WHITTIER VALUE FUND, LP - LAYT | FMV | $674,891 | $674,891 |
| WHITTIER INTERNATIONAL FUND, LP - LAYT | FMV | $317,826 | $317,826 |
| WHITTIER ALTERNATIVE INVESTMENTS | FMV | $585,605 | $585,605 |
| BELRIDGE US EQUITY FUND, LP | FMV | $1,001,623 | $1,001,623 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $160 | $0 | $0 | $160 |
| INSURANCE | $3,094 | $774 | $0 | $2,321 |
| MISCELLANEOUS EXPENSE | $44 | $0 | $0 | $44 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL GAINS/(LOSSES) | Desc |
| Amt | $1,070,096 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $41,925 | $42,611 |
| DEFERRED EXCISE TAXES PAYABLE | $311,121 | $327,159 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION AND INVESMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $505,263 | Amt |
| Net Investment Income | $151,579 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $353,684 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $32 | $32 | $0 | $0 |
| FEDERAL EXCISE TAX | $77,930 | $0 | $0 | $0 |