Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
WWW FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)625 FAIR OAKS AVENUE NO 360   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH PASADENA, CA91030
A Employer identification number

95-3694741
B Telephone number (see instructions)

(626) 441-5188
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$69,363,205J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 856,799 856,799  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,756,363
b Gross sales price for all assets on line 6a 13,832,639
7 Capital gain net income (from Part IV, line 2)... 2,756,363
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......   934,885  
12 Total. Add lines 1 through 11........ 3,613,162 4,548,047 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,550 0 0 17,550
c Other professional fees (attach schedule).... Click to see attachment 505,263 151,579 0 353,684
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 77,962 32 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,298 774 0 2,525
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 604,073 152,385 0 373,759
25 Contributions, gifts, grants paid........ 2,129,632 2,665,346
26 Total expenses and disbursements. Add lines 24 and 25 2,733,705 152,385 0 3,039,105
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 879,457
b Net investment income (if negative, enter -0-) 4,395,662
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 201,215 263,360 263,360
2 Savings and temporary cash investments.......... 980,145 745,274 745,274
3 Accounts receivable bullet89,915
Less: allowance for doubtful accounts bullet   68,359 89,915 89,915
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 89,377 4,476 4,476
10a Investments—U.S. and state government obligations (attach schedule) 1,177,211 Click to see attachment1,874,868 1,874,868
b Investments—corporate stock (attach schedule)........ 31,058,028 Click to see attachment30,132,775 30,132,775
c Investments—corporate bonds (attach schedule)........ 5,909,681 Click to see attachment5,481,305 5,481,305
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 28,448,626 Click to see attachment30,771,232 30,771,232
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,932,642 69,363,205 69,363,205
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 2,862,522 2,326,808
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment353,046 Click to see attachment369,770
23 Total liabilities (add lines 17 through 22).......... 3,215,568 2,696,578
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 59,404,872 61,227,452
25 Temporarily restricted................ 5,312,202 5,439,175
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 64,717,074 66,666,627
31 Total liabilities and net assets/fund balances (see instructions).. 67,932,642 69,363,205
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 64,717,074
2 Enter amount from Part I, line 27a..................... 2 879,457
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,070,096
4 Add lines 1, 2, and 3.......................... 4 66,666,627
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 66,666,627
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED SECURITIES P 2014-01-01 2014-12-31
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 13,832,639   11,076,276 2,756,363
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2,756,363
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,756,363
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 2,500,669 60,859,536 0.041089
2012 2,387,399 53,696,329 0.044461
2011 1,918,763 52,960,832 0.036230
2010 1,996,259 48,831,707 0.040880
2009 2,752,998 43,049,990 0.063949
2 Total of line 1, column (d) ...................... 2 0.226609
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.045322
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 66,688,766
5 Multiply line 4 by line 3....................... 5 3,022,468
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 43,957
7 Add lines 5 and 6......................... 7 3,066,425
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,039,105
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 87,913
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 87,913
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 87,913
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 54,126
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 80,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 134,126
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 46,213
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet46,213 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWHITTIER TRUST COMPANY Telephone no.bullet (626) 441-5188
    Located atbullet625 FAIR OAKS AVENUE NO 360SOUTH PASADENACA ZIP+4bullet91030
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    SHARON H BRADFORD PRESIDENT
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    BRYCE W RHODES VICE PRESIDENT
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    WINIFRED W RHODES VICE PRESIDENT
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    PEGINE E GRAYSON SECRETARY/EXECUTIVE DIRECTOR
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    DAVID A DAHL CHIEF FINANCIAL OFFICER
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    MICHAEL J CASEY DIRECTOR
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    MARCIA W CONSTANCE DIRECTOR
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    BRETT E HODGES DIRECTOR
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    BRIAN M HODGES DIRECTOR
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    ADAM J RHODES DIRECTOR
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    EMERY W RHODES DIRECTOR
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    ARLO G SORENSEN DIRECTOR
    1.00     		0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    WHITTIER TRUST COMPANY PHILANTHROPIC SERVICES & INVESTMENT MANAGEMENT 459,220
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    38,914,858
    b
    Average of monthly cash balances.......................
    1b
    789,850
    c
    Fair market value of all other assets (see instructions)................
    1c
    27,999,623
    d
    Total (add lines 1a, b, and c).........................
    1d
    67,704,331
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    67,704,331
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,015,565
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    66,688,766
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,334,438
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,334,438
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    87,913
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    87,913
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,246,525
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,246,525
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,246,525
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,039,105
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,039,105
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,039,105
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 3,246,525
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 2,982,904
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 3,039,105
    a Applied to 2013, but not more than line 2a 2,982,904
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 56,201
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		3,190,324
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067     		NONE PC GENERAL OPERATING SUPPORT 555,000
    CHALLENGERS BOYS AND GIRLS CLUB
    5029 SOUTH VERMONT AVENUE
    LOS ANGELES,CA900370189     		NONE PC SUPPORT CHALLENGERS TENNIS ACADEMY 253,830
    CHILDREN'S MUSEUM OF SANTA BARBARA
    PO BOX 4808
    SANTA BARBARA,CA93140     		NONE PC SUPPORT MOXI: THE WOLF MUSEUM OF EXPLORATION+ INNOVATION 125,000
    SANTA BARBARA ZOOLOGICAL FOUNDATION
    500 NINOS DRIVE
    SANTA BARBARA,CA931033798     		NONE PC DISCOVERY PAVILION CAPITAL CAMPAIGN 125,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA (DAVIS)
    1089 VETERINARY MEDICINE DRIVE
    DAVIS,CA95616     		NONE PC GENERAL OPERATING SUPPORT 100,000
    SOLEDAD ENRICHMENT ACTION INC
    222 NORTH VIRGIL AVENUE
    LOS ANGELES,CA90004     		NONE PC TO SUPPORT HYDROPONIC FARMING, VAN AND TRAILER WITH CLEANING EQUIPMENT 78,366
    LAGUNA BLANCA SCHOOL
    4125 PALOMA DRIVE
    SANTA BARBARA,CA93110     		NONE PC GENERAL OPERATING SUPPORT 75,000
    CASA DEL HERRERO FOUNDATION
    PO BOX 5612
    SANTA BARBARA,CA93150     		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,CA93103     		NONE PC RESTRICTED TO THE BARON RANCH TRAIL FUND 60,000
    WASHINGTON STATE UNIVERSITY FOUNDATION WASHINGTON STATE UNIVERSITY
    PO BOX 646382
    PULLMAN,WA991646382     		NONE PC DEPARTMENT OF ENTOMOLOGY HONEY BEE 54,500
    CONSERVATION INTERNATIONAL
    2011 CRYSTAL DRIVE SUITE 500
    ARLINGTON,VA22202     		NONE PC GENERAL OPERATING SUPPORT 50,000
    THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANICAL GARDENS
    1151 OXFORD ROAD
    SAN MARINO,CA91108     		NONE PC WHITTIER FAMILY HISTORY PROJECT 50,000
    PRESIDENT & FELLOWS OF MIDDLEBURY MIDDLEBURY COLLEGE
    152 MAPLE STREET G-007
    MIDDLEBURY,VT05753     		NONE PC GENERAL OPERATING SUPPORT 50,000
    SANTA BARBARA BICYCLE COALITION
    PO BOX 92047
    SANTA BARBARA,CA93190     		NONE PC GENERAL OPERATING SUPPORT 50,000
    SANTA BARBARA COURTHOUSE LEGACY FOUNDATION
    PO BOX 91459
    SANTA BARBARA,CA93190     		NONE PC MURAL ROOM RESTORATION 50,000
    DIRECT RELIEF
    27 SOUTH LA PATERA LANE
    GOLETA,CA93117     		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,CA920930940     		NONE PC COASTAL AND MARINE ENVIRONMENTS MONITORING PROGRAM 42,500
    VILLAGE BEAT
    1995 INDIAN VALLEY ROAD
    NOVATO,CA94947     		NONE PC GENERAL OPERATING SUPPORT 40,000
    TRUE NATURE SOCIETYQUAIL SPRINGS CENTER
    35070 HIGHWAY 33
    MARICOPA,CA93252     		NONE PC GENERAL OPERATING SUPPORT 37,500
    CATE SCHOOL
    1960 CATE MESA RD
    CARPINTERIA,CA93013     		NONE PC GENERAL OPERATING SUPPORT 30,000
    THE CALIFORNIA ACADEMY FOUNDATION
    3463 STATE STREET SUITE 400
    SANTA BARBARA,CA93105     		NONE PC SANTA BARBARA HIGH SCHOOL MAD ACADEMY - SUPPORT EDUCATION 28,000
    THE LAND TRUST FOR SANTA BARBARA COUNTY
    PO BOX 91830
    SANTA BARBARA,CA931901830     		NONE PC SUPPORT FRIENDS OF THE FRANKLIN TRAIL PROJECT 28,000
    THE COMMUNITY ENVIRONMENTAL COUNCIL
    26 W ANAPAMU ST 2ND FLOOR
    SANTA BARBARA,CA93109     		NONE PC GENERAL OPERATING SUPPORT 25,000
    HEAL THE OCEAN
    PO BOX 90106
    SANTA BARBARA,CA93109     		NONE PC GENERAL OPERATING SUPPORT 25,000
    INTERNATIONAL DOCUMENTARY FOUNDATION INC DBA INTERNATIONAL DOCUMENTARY
    3470 WILSHIRE BLVD SUITE 980
    LOS ANGELES,CA90010     		NONE PC PROJECT: TAB HUNTER CONFIDENTIAL 25,000
    OJAI FOUNDATION
    PO BOX 999
    OJAI,CA93024     		NONE PC TO SUPPORT EDUCATION FOR INDIGENOUS CULTURE 25,000
    OPAL COMMUNITY LAND TRUST
    PO BOX 1133
    EASTSOUND,WA98245     		NONE PC GENERAL OPERATING SUPPORT 25,000
    UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION CAL MEN'S LACROSSE TEAM
    2301 BANCROFT WAY 4420
    BERKELEY,CA94720     		NONE PC TO HELP ESTABLISH AN ENDOWMENT FUND GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA BOTANIC GARDEN
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105     		NONE PC CAPITAL CAMPAIGN 25,000
    VIOLENCE RESEARCH FOUNDATION
    27068 LA PAZ ROAD 703
    ALISO VIEJO,CA92656     		NONE PC GENERAL OPERATING SUPPORT 25,000
    NEW VILLAGE CHARTER SCHOOL INC
    147 NO OCCIDENTAL BOULEVARD
    LOS ANGELES,CA90026     		NONE PC GENERAL OPERATING SUPPORT 22,000
    THE ARBORETUM FOUNDATION
    2300 ARBORETUM DRIVE EAST
    SEATTLE,WA981122300     		NONE PC GENERAL OPERATING SUPPORT 20,000
    COMMUNITY ACTION FUND FOR WOMEN IN AFRICA
    801 COLD SPRINGS ROAD
    SANTA BARBARA,CA93108     		NONE PC GENERAL OPERATING SUPPORT 20,000
    INSTITUTE FOR JUSTICE
    901 NORTH GLEBE ROAD SUITE 900
    ARLINGTON,VA22203     		NONE PC GENERAL OPERATING SUPPORT FOR CIVIL FORFEITURE CASES 20,000
    NINOS DEL SOL INC
    85 CIRCLE LOOP
    STATEN ISLAND,NY10304     		NONE PC GENERAL OPERATING SUPPORT 20,000
    SEATTLE AQUARIUM SOCIETY-SEAS
    1483 ALASKAN WAY PIER 59
    SEATTLE,WA981012015     		NONE PC GENERAL OPERATING SUPPORT 20,000
    ST MICHAEL CHURCH
    1016 W MANCHESTER AVENUE
    LOS ANGELES,CA90044     		NONE PC SUPPORT THE SOCCER TEAM 20,000
    WOODLAND PARK ZOOLOGICAL SOCIETY
    5500 PHINNEY AVE N
    SEATTLE,WA98103     		NONE PC GENERAL OPERATING SUPPORT 20,000
    SANTA BARBARA BIRTH CENTER
    2958 STATE STREET
    SANTA BARBARA,CA93105     		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,CA93103     		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,CA93108     		NONE PC GENERAL OPERATING SUPPORT 15,000
    COLGATE UNIVERSITY TREASURER'S OFFICE - JAMES B COLGATE HALL
    13 OAK DRIVE
    HAMILTON,NY13346     		NONE PC GENERAL OPERATING SUPPORT 15,000
    SANTA BARBARA MIDDLE SCHOOL
    1321 ALAMEDA PADRE SERRA
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 15,000
    SANTA BARBARA WATER POLO FOUNDATION INC
    PO BOX 1702
    GOLETA,CA93116     		NONE PC GENERAL OPERATING SUPPORT 15,000
    THE TRUST FOR PUBLIC LAND
    101 MONTGOMERY STREET 9TH FLOOR
    SAN FRANCISCO,CA94104     		NONE PC SUPPORT PARKS FOR PEOPLE LOS ANGELES PROGRAM 15,000
    CREATIVE VISIONS FOUNDATION
    18820 PACIFIC COAST HIGHWAY SUITE
    201
    MALIBU,CA90265     		NONE PC GENERAL OPERATING SUPPORT 10,000
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY100015004     		NONE PC GENERAL OPERATING SUPPORT 10,000
    THE FRIENDSHIP PADDLE
    920 GARDEN STREET
    SANTA BARBARA,CA93101     		NONE PC 3-YEAR ENDOWMENT FOR GENERAL OPERATING SUPPORT 10,000
    LAROA ARTFLOW INC
    104 RAILROAD AVE
    PASADENA,MD21122     		NONE PC SEA TURTLE HATCHERY AND LOCAL SCHOOL SUPPORT IN NICARAGUA. 10,000
    LONG LIVE THE KINGS
    1326 FIFTH AVENUE SUITE 450
    SEATTLE,WA98101     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ORCAS ISLAND CHAMBER MUSIC FESTIVAL
    PO BOX 646
    EASTSOUND,WA98245     		NONE PC GENERAL OPERATING SUPPORT 10,000
    ORCAS ISLAND LIBRARY DISTRICT
    500 ROSE STREET
    EASTSOUND,WA98245     		NONE PC EXPANSION FUND 10,000
    ORCAS MEDICAL FOUNDATION
    PO BOX 515
    DEER HARBOR,WA98243     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY SUITE 190
    SANTA BARBARA,CA93109     		NONE PC GENERAL OPERATING SUPPORT 10,000
    SCRIPPS HEALTH FOUNDATION
    4275 CAMPUS POINT COURT
    SAN DIEGO,CA92103     		NONE PC PROGRAM SUPPORT AT JOHN ENGLE'S DISCRETION 10,000
    STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES
    397 PANAMA MALL MITCHELL BUILDING
    101
    STANFORD,CA943052210     		NONE PC GENERAL OPERATING SUPPORT 10,000
    WILDLIFE HEALTH CENTER FOUNDATION
    942 DEER HARBOR RD
    EASTSOUND,WA98245     		NONE PC SEADOC SOCIETY 10,000
    YALE UNIVERSITY
    PO BOX 7611
    NEW HAVEN,CT065190611     		NONE PC SCHOOL OF MEDICINE - DR. UDELSMAN'S RESEARCH FUND 10,000
    FUTURE LEADERS OF AMERICA INC
    1528 CHAPALA ST 308
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    HILLSIDES
    940 AVENUE 64
    PASADENA,CA911052711     		NONE PC GENERAL OPERATING SUPPORT 5,000
    INSTITUTE OF RANGE AND AMERICAN MUSTANG
    PO BOX 998
    HOT SPRINGS,SD57747     		NONE PC GENERAL OPERATING SUPPORT 5,000
    LOBERO THEATRE FOUNDATION
    33 E CANON PERDIDO STREET
    SANTA BARBARA,CA93101     		NONE PC ENDOWMENT FUND SUPPORT FOR AMERICAN ROOTS MUSIC 5,000
    LOS ANGELES CHILD GUIDANCE CLINIC
    3031 S VERMONT AVENUE
    LOS ANGELES,CA90007     		NONE PC GENERAL OPERATING SUPPORT 5,000
    NEWPORT BAY NATURALISTS AND FRIENDS NEWPORT BAY CONSERVANCY
    2301 UNIVERSITY DRIVE
    NEWPORT BEACH,CA92660     		NONE PC GENERAL OPERATING SUPPORT 5,000
    ORCAS CENTER
    PO BOX 567 917 MT BAKER RD
    EASTSOUND,WA982450567     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SAN DIEGO NATURAL HISTORY MUSEUM
    PO BOX 121390
    SAN DIEGO,CA921121390     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SAN JUAN PRESERVATION TRUST
    PO BOX 327
    LOPEZ,WA98261     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA HIGH SCHOOL AQUATICS BOOSTER CLUB
    PO BOX 636
    SANTA BARBARA,CA93012     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SHARE OUR SELVES
    1550 SUPERIOR AVENUE
    COSTA MESA,CA92627     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SOUTH COAST REPERTORY THEATRE INC
    PO BOX 2197
    COSTA MESA,CA92628     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CHILDREN'S DISCOVERY FOUNDATION DBA THE FUNHOUSE COMMONS
    30 PEA PATCH LANE
    EASTSOUND,WA98245     		NONE PC GENERAL OPERATING SUPPORT 4,550
    THE MONTECITO TRAILS FOUNDATION
    PO BOX 5481
    SANTA BARBARA,CA93105     		NONE PC GENERAL OPERATING SUPPORT 2,500
    NATIONAL SPASMODIC DYSPHONIA ASSOCIATION
    300 PARK BLVD SUITE 335
    ITASCA,IL60177     		NONE PC SUPPORT 2014 CHALLENGE 2,500
    SANTA BARBARA BOWL FOUNDATION
    1122 NORTH MILPAS STREET
    SANTA BARBARA,CA93103     		NONE PC GENERAL OPERATING SUPPORT 2,500
    GARDENS FOR HEALTH INTERNATIONAL GLOBEMED AT MIDDLEBURY COLLEGE
    2 ATLANTIC AVENUE 4TH FLOOR
    BOSTON,MA02110     		NONE PC GENERAL OPERATING SUPPORT 1,000
    SANTA BARBARA HISTORICAL MUSEUM
    136 EAST DE LA GUERRA STREET
    SANTA BARBARA,CA93101     		NONE PC GENERAL OPERATING SUPPORT 1,000
    Total .................................bullet 3a 2,665,346
    bApproved for future payment
    CHILDREN'S MUSEUM OF SANTA BARBARA
    PO BOX 4808
    SANTA BARBARA,CA93140     		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,CA90010     		NONE PC PROJECT: TAB HUNTER CONFIDENTIAL 25,000
    Total .................................bullet 3b 150,000
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 856,799  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,756,363  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,613,162 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,613,162
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,550 0 0 17,550

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Name of Bond End of Year Book Value End of Year Fair Market Value
    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

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Name of Stock End of Year Book Value End of Year Fair Market Value
    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

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    US Government Securities - End of Year Book Value:

    1,874,868
    US Government Securities - End of Year Fair Market Value:

    1,874,868
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2014 InvestmentsOtherSchedule2
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    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

    TY 2014 OtherExpensesSchedule
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 160 0 0 160
    INSURANCE 3,094 774 0 2,321
    MISCELLANEOUS EXPENSE 44 0 0 44


    TY 2014 OtherIncreasesSchedule
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Description Amount
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXPENSES 41,925 42,611
    DEFERRED EXCISE TAXES PAYABLE 311,121 327,159


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION AND INVESMENT MANAGEMENT FEES 505,263 151,579 0 353,684


    TY 2014 TaxesSchedule
    Name:
    WWW FOUNDATION
    EIN: 95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 32 32 0 0
    FEDERAL EXCISE TAX 77,930 0 0 0