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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$65,308,843
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 520,408 520,408  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 310,165
b Gross sales price for all assets on line 6a 11,183,074
7 Capital gain net income (from Part IV, line 2)... 2,359,039
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)....... 71,348 403,954 0
12 Total. Add lines 1 through 11........ 901,921 3,283,401 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)......... 10,600 1,060 0 9,540
b Accounting fees (attach schedule)....... 18,450 1,670 0 15,030
c Other professional fees (attach schedule).... 594,148 148,538 0 445,610
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 344 184 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,942 1,388 0 3,471
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,489 612 0 1,877
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 632,973 153,452 0 475,528
25 Contributions, gifts, grants paid....... 3,090,631 3,913,850
26 Total expenses and disbursements. Add lines 24 and 25 3,723,604 153,452 0 4,389,378
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,821,683
b Net investment income (if negative, enter -0-) 3,129,949
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 8,880 66,114 66,114
2 Savings and temporary cash investments......... 427,049 1,172,768 1,172,768
3 Accounts receivable bullet68,791
Less: allowance for doubtful accounts bullet   82,560 68,791 68,791
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.......... 30,201 54,851 54,851
10a Investments—U.S. and state government obligations (attach schedule) 2,024,070 Click to see attachment1,334,195 1,334,195
b Investments—corporate stock (attach schedule)....... 9,571,975 Click to see attachment8,695,026 8,695,026
c Investments—corporate bonds (attach schedule)....... 6,763,991 Click to see attachment6,209,408 6,209,408
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 55,981,605 Click to see attachment47,707,690 47,707,690
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) 74,890,331 65,308,843 65,308,843
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 4,187,225 3,358,256
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 attachment437,996 Click to see attachment372,540
23 Total liabilities (add lines 17 through 22)......... 4,625,221 3,730,796
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 64,047,023 56,127,213
25 Temporarily restricted............... 6,218,087 5,450,834
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 70,265,110 61,578,047
31 Total liabilities and net assets/fund balances (see instructions). 74,890,331 65,308,843
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
70,265,110
2
Enter amount from Part I, line 27a .....................
2
-2,821,683
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
67,443,427
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,865,380
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
61,578,047
Form 990-PF (2018)
Form 990-PF (2018)
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      
b BELRIDGE US EQUITY FUND 1 LP P    
c WHITTIER INTERNATIONAL FUND A LP P    
d WHITTIER INTERNATIONAL FUND A LP P    
e WHITTIER VALUE FUND A, LP P    
WHITTIER VALUE FUND A, LP P    
WHITTIER SMALL CAP FUND P    
WHITTIER SMALL CAP FUND P    
CORPORATE AMERICA FUND P    
(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 11,183,074   10,872,909 310,165
b 174,225     174,225
c 51,014     51,014
d 643,806     643,806
e 52,809     52,809
904,923     904,923
461,146     461,146
34,608     34,608
    273,657 -273,657
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       310,165
b       174,225
c       51,014
d       643,806
e       52,809
      904,923
      461,146
      34,608
      -273,657
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 2,359,039
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))
2017 4,020,293 67,070,748 0.059941
2016 4,098,630 62,333,785 0.065753
2015 3,623,215 59,312,344 0.061087
2014 3,039,105 66,688,766 0.045571
2013 2,500,669 60,859,536 0.041089
2
Total of line 1, column (d) .....................
2
0.273441
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.054688
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
63,379,152
5
Multiply line 4 by line 3......................
5
3,466,079
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
31,299
7
Add lines 5 and 6........................
7
3,497,378
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,389,378
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 31,299
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 31,299
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 31,299
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 61,975
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,975
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 30,676
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet30,676 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 DIRECT
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 594,148
    625 FAIR OAKS AVE STE 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  
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    8,976,738
    b
    Average of monthly cash balances.......................
    1b
    664,296
    c
    Fair market value of all other assets (see instructions)................
    1c
    54,703,283
    d
    Total (add lines 1a, b, and c).........................
    1d
    64,344,317
    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
    64,344,317
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    965,165
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    63,379,152
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,168,958
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,168,958
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    31,299
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,299
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,137,659
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,137,659
    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
    3,137,659
    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
    4,389,378
    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
    4,389,378
    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
    31,299
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,358,079
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,137,659
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 531,553
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,389,378
    a Applied to 2017, but not more than line 2a 531,553
    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 2018 distributable amount..... 3,137,659
    e Remaining amount distributed out of corpus 720,166
    5 Excess distributions carryover applied to 2018. 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 5 720,166
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    720,166
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 720,166
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
      PC CAPITAL CAMPAIGN FOR NEW ADOPTIONS BUILDING, "RECOVERY ROOM". NEW ADOPTIONS BUILDING CAPITAL CAMPAIGN. GENERAL OPERATING SUPPORT. SPRING FLING. HOPE TELETHON. 1,235,000
    BOYS & GIRLS CLUBS OF METRO LOS ANGELES- TENNIS ACADEMY
    800 S FIGUEROA ST SUITE 950
    LOS ANGELES,CA90017
      PC L.A.Y.T. PROGRAM AND GENERAL OPERATING SUPPORT 275,000
    SANTA BARBARA HISTORICAL MUSEUM
    136 EAST DE LA GUERRA STREET
    SANTA BARBARA,CA93101
      PC GENERAL OPERATING SUPPORT. UNDERWRITING MARC APPLETON'S "FLORESTAL" TALK. UNDERWRITING OF THE OCTOBER COSTUME EXHIBITION. 141,600
    WASHINGTON STATE UNIVERSITY
    423 NEILL HALL PO BOX 643140
    PULLMAN,WA99164
      PC DEVELOPMENT OF NOVEL STRAINS OF THE FUNGUS METARHIZIUM FOR VARROA MITE CONTROL 129,999
    REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
    UC REGENTS AT DAVIS ONE SHIELDS
    AVENUE
    DAVIS,CA95616
      PC UC DAVIS SEADOC SOCIETY'S GENERAL OPERATING SUPPORT. SEADOC SOCIETY'S GENERAL OPERATING SUPPORT. DR. UHART WORK AT THE WILDLIFE CTR AND KAREN C DRAYER WILDLIFE HEALTH CTR IN PATAGONIA. SEADOC SOCIETY ANNUAL RESEARCH PROJECTS. 125,000
    DA VINCI SCHOOLS
    201 NORTH DOUGLAS
    EL SEGUNDO,CA90245
      PC A 6-MONTH FEASIBILITY STUDY TO EXPLORE SCALING ALTERNATIVE HIGHER EDUCATION PROGRAMS. 110,000
    DIRECT RELIEF
    27 S LA PATERA LANE
    SANTA BARBARA,CA93117
      PC DIRECT RELIEF NEW FACILITY 109,000
    CRYSTAL COVE CONSERVANCY
    5 CRYSTAL COVE
    NEWPORT COAST,CA92657
      PC NORTH BEACH INFRASTRUCTURE PROJECT 100,000
    SANTA BARBARA COUNTY TRAILS COUNCIL
    PO BOX 22352
    SANTA BARBARA,CA93121
      PC BARON RANCH TRAIL PROJECT 100,000
    LONG LIVE THE KINGS
    1326 5TH AVENUE 450
    SEATTLE,WA98101
      PC HATCHERY OPERATIONS AT GLENWOOD SPRINGS 61,667
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY RD
    SANTA BARBARA,CA93108
      PC CAPITAL CAMPAIGN. SCHOLARSHIP FUND. GENERAL OPERATING SUPPORT. 57,250
    AFRICAN WOMEN RISING
    801 COLD SPRING ROAD
    SANTA BARBARA,CA93108
      PC GENERAL OPERATING SUPPORT 50,000
    WOODLAND PARK ZOOLOGICAL SOCIETY
    5500 PHINNEY AVENUE N
    SEATTLE,WA98103
      PC CONSERVATION AND CARE FOR PHEASANTS 50,000
    EQUUS SURVIVAL TRUST
    525 BARTLEY ROAD
    LOWGAP,NC27024
      PC EDUCATIONAL MATERIALS AND DNA/REGISTRATION SUPPORT TO THE AMERICAN AKHAL TEKE ASSOCIATION. EDUCATE, FACILITATE AND WORK WITH BREEDERS REGISTRATION OF AKAL TEKKE BREED. 45,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
    9500 GILMAN DRIVE MAIL CODE 940
    LA JOLLA,CA92093
      PC SCRIPPS INSTITUTE OF OCEANOGRAPHY COLLECTIONS AT DIRECTOR'S DISCRETION. SCRIPPS COASTAL & MARINE ENVIRONMENTS MONITORING PROGRAM BY DR. OCTAVIO ABURTO. UCSD SCRIPPS INSTITUTE OF OCEANOGRAPHYS GENERAL OPERATING SUPPORT. 45,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE SUITE 375
    ALEXANDRIA,VA22314
      PC TO SUPPORT RAINFOREST RESCUE IN AUSTRALIA. MULLUMSEED PROGRAM NORTHERN RIVERS YOUNG FARMERS ALLIANCE (NRYFA). RAINFOREST RESCUE. AUSTRALIAN CENTER OF PHOTOGRAPHY. 44,500
    UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION CAL MEN'S LACROSSE
    2301 BANCROFT WAY 4420
    BERKELEY,CA94720
      PC THE LACROSSE FUND AND THE SCIUTTO LACROSSE ENDOWMENT. CALIFORNIA MENS LACROSSE COACHES FUND. 40,000
    SANTA BARBARA CITY COLLEGE FOUNDATION
    721 CLIFF DRIVE
    SANTA BARBARA,CA93109
      PC SANTA BARBARA BUCKET BRIGADE. SBCCF VISIONARY CIRCLE. 35,000
    THE OJAI FOUNDATION
    PO BOX 999
    OJAI,CA93024
      PC $10K FOR PHASE 1 RECOVER & REIMAGINE CAMPAIGN; $25K FOR EDUCATION AT 1 RIVER PRODUCTIONS 35,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101
      PC HOPE RANCH BEAUTIFICATION FUND. THE PARTNERSHIP FOR RESILIENT COMMUNITIES. 34,167
    CASA DEL HERRERO
    PO BOX 5612
    SANTA BARBARA,CA93150
      PC GENERAL OPERATING SUPPORT 30,000
    OPAL COMMUNITY LAND TRUST
    286 ENCHANTED FOREST ROAD STE 201
    EASTSOUND,WA98245
      PC GENERAL OPERATING SUPPORT 30,000
    CANCER FOUNDATION OF SANTA BARBARA
    601 W JUNIPERO STREET
    SANTA BARBARA,CA93105
      PC GENERAL OPERATING SUPPORT 25,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 29
    LOS ANGELES,CA90027
      PC GENERAL OPERATING SUPPORT 25,000
    COURT APPOINTED SPECIAL ADVOCATES OF SANTA BARBARA COUNTY
    2601 SKYWAY DR SUITE A3
    SANTA MARIA,CA93455
      PC GENERAL OPERATING SUPPORT 25,000
    FOUNDATION FOR SANTA BARBARA HIGH SCHOOL
    PO BOX 158
    SANTA BARBARA,CA93102
      PC PEABODY STADIUM RENOVATION 25,000
    INSTITUTE FOR JUSTICE
    901 NORTH GLEBE ROAD SUITE 900
    ARLINGTON,VA22203
      PC GENERAL OPERATING SUPPORT 25,000
    LAGUNA BLANCA SCHOOL
    4125 PALOMA DRIVE
    SANTA BARBARA,CA93110
      PC GENERAL OPERATING SUPPORT 25,000
    LOBERO THEATRE FOUNDATION
    33 E CANNON PERDIDO STREET
    SANTA BARBARA,CA93101
      PC GENERAL OPERATING SUPPORT PAYABLE OVER 4 YEARS 25,000
    NINOS DEL SOL INC
    85 CIRCLE LOOP
    STATEN ISLAND,NY10304
      PC COSTA VERDE SCHOOL 25,000
    ORCAS ISLAND COMMUNITY FOUNDATION
    PO BOX 1496
    EASTSOUND,WA98245
      PC VARIOUS ORGANIZATIONS - WILL BE IN THE LETTER 25,000
    SAINT FRANCES ANIMAL CENTER
    125 N RIDGE STREET
    GEORGETOWN,SC29440
      PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA BOTANIC GARDEN INC
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105
      PC CONSERVATION CAPSTONE CAMPAIGN 25,000
    SANTA BARBARA FIREFIGHTERS ALLIANCE
    PO BOX 3776
    SANTA BARBARA,CA93130
      PC KICK ASH BASH EVENT 25,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105
      PC CENTENNIAL CAMPAIGN - ADAM RHODES 25,000
    SEATTLE AQUARIUM
    1483 ALASKAN WAY PIER 59
    SEATTLE,WA98101
      PC GENERAL OPERATING SUPPORT 25,000
    SOCIAL SKILLS AMERICA
    1482 E VALLEY ROAD 444
    SANTA BARBARA,CA93108
      PC KEY CLASS 25,000
    STATE STREET BALLET
    2285 LAS POSITAS RD
    SANTA BARBARA,CA93105
      PC A MATCHING GIFT FOR GENERAL OPERATING SUPPORT. 25,000
    TARA HALL HOME FOR BOYS
    PO BOX 955 BOX 955 510 TARA HALL
    ROAD GEORGETOWN,SC29442
      PC GENERAL OPERATING SUPPORT 25,000
    GREATER HORIZONS
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
      PC FBO LHAD DAF 20,000
    GUARDIAN TRAINING
    1922 WEBSTER STREET SUITE C
    OAKLAND,CA94612
      PC PHOTOGRAPHY BASED FUNDRAISING EVENT 20,000
    HEAL THE OCEAN
    PO BOX 90106 1430 CHAPALA STREET
    SANTA BARBARA,CA93109
      PC GENERAL OPERATING SUPPORT 20,000
    PHOTOGRAPHERS WITHOUT BORDERS
    23 DIVISION ST
    SARATOGA SPRINGS,NY12866
      PC GENERAL OPERATING SUPPORT 20,000
    THE MARINE MAMMAL CENTER
    2000 BUNKER ROAD FORT CRONKHITE
    SAUSALITO,CA94965
      PC GENERAL OPERATING SUPPORT 20,000
    HEAD ON FOUNDATION
    9 GORDON PLACE
    BRONTE,NSW 2024  
    AS
      PC GENERAL OPERATING SUPPORT 18,400
    YAYASAN ORANGUTAN SUMATERA LESTARI - ORANGUTAN INFORMATION CENTRE (YOSL-OIC
    JALAN BUNGA SEDAP MALAM XVIIIC NO
    10 MEDAN
    SELAYANG,CA20131
      PC SUMATRAN WILDLIFE SANCTUARY PROJECT 18,400
    ART WITHOUT LIMITS
    816 CHELHAM WAY
    MONTECITO,CA93108
      PC GENERAL OPERATING SUPPORT 15,000
    A ROCHA USA
    PO BOX 1338
    FREDERICKSBURG,TX78624
      PC KARIOI PROJECT IN RAGLAND, NEW ZEALAND 11,667
    BELLOSGUARDO FOUNDATION INC
    1407 E CABRILLO BLVD
    SANTA BARBARA,CA93108
      PC SUPPORT THE OCTOBER GALA 11,150
    ARBORETUM FOUNDATION
    2300 ARBORETUM DRIVE EAST
    SEATTLE,WA98112
      PC GENERAL OPERATING SUPPORT 10,000
    BAPTIST HEALTH FOUNDATION
    6855 S RED ROAD
    CORAL GABLES,FL33143
      PC ENDOCRINE NEOPLASIA FUND 10,000
    BIG SCRUB LANDCARE
    1146 FRIDAY HUT RD
    BINNA BURRA,NSW 2479  
    AS
      PC GENERAL OPERATING SUPPORT 10,000
    CALIFORNIA SCIENCE CENTER FOUNDATION
    700 EXPOSITION PARK DRIVE
    LOS ANGELES,CA90037
      PC SAMUEL OSCHIN AIR AND SPACE CENTER 10,000
    CATE SCHOOL
    1960 CATE MESA ROAD
    CARPINTERIA,CA93013
      PC GENERAL OPERATING SUPPORT 10,000
    COASTAL RANCHES CONSERVANCY
    1482 E VALLEY RD STE 135
    SANTA BARBARA,CA93108
      PC GENERAL OPERATING SUPPORT 10,000
    GUIDE DOGS FOR THE BLIND INC
    PO BOX 151200
    SAN RAFAEL,CA94915
      PC GENERAL OPERATING SUPPORT 10,000
    ISHA FOUNDATION
    951 ISHA LANE
    MCMINNVILLE,TN37110
      PC SUPPORT SADGHURU'S WORK 10,000
    PRISON YOGA SANTA BARBARA
    315 MEIGS RD SUITE A144
    SANTA BARBARA,CA93109
      PC GENERAL OPERATING SUPPORT 10,000
    SAN DIEGO NATURAL HISTORY MUSEUM
    PO BOX 121390
    SAN DIEGO,CA92112
      PC EXECUTIVE DIRECTOR'S DISCRETION 10,000
    SANTA BARBARA BOWL FOUNDATION
    1122 NORTH MILPAS STREET
    SANTA BARBARA,CA93103
      PC GENERAL OPERATING SUPPORT 10,000
    SANTA YNEZ VALLEY HISTORICAL SOCIETY
    3596 SAGUNTO STREET
    SANTA YNEZ,CA93460
      PC GENERAL OPERATING SUPPORT 10,000
    STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES
    397 PANAMA MALL MITCHELL BUILDING
    101
    STANFORD,CA94305
      PC DEAN'S DISCRETIONARY USE (STANFORD EARTH FUND) 10,000
    TENDER LOVING CANINES ASSISTANCE DOGS
    PO BOX 1244
    SOLANA BEACH,CA92075
      PC SUPPORT FOR THE POOCH PROGRAM 10,000
    THE ASPEN INSTITUTE
    1000 NORTH THIRD ST
    ASPEN,CO81611
      PC GENERAL OPERATING SUPPORT 10,000
    THE FRIENDSHIP PADDLE
    920 GARDEN STREET SUITE A
    SANTA BARBARA,CA93101
      PC GENERAL OPERATING SUPPORT 10,000
    THE VILLAGE GROUP
    PO BOX 700
    GEORGETOWN,SC29440
      PC GENERAL OPERATING SUPPORT 10,000
    UNIVERSITY OF COLORADO FOUNDATION
    2055 REGENT DRIVE SUITE 206
    BOULDER,CO80309
      PC OPERATING FUND IN THE NAME OF JASPER RHODES 10,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    407 GERBERDING HALL CAMPUS BOX
    351210
    SEATTLE,WA98195
      PC AIRLIFT NORTHWEST PROGRAM 10,000
    USA WATER POLO
    2124 MAIN STREET 240
    HUNTINGTON BEACH,CA92648
      PC GENERAL OPERATING SUPPORT 10,000
    WORLD BICYCLE RELIEF
    1000 W FULTON MARKET FLOOR 4
    CHICAGO,IL60607
      PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC GRANADA THEATER
    1330 STATE STREET SUITE 101
    SANTA BARBARA,CA93101
      PC GRANADA THEATER GENERAL OPERATING SUPPORT 8,500
    ARTS NORTHERN RIVERS
    11 RURAL STREET
    LISMORE,NSW 2480  
    AS
      PC GENERAL OPERATING SUPPORT 8,400
    MATRICULATE
    120 EAST 23RD STREET
    NEW YORK,NY10010
      PC GENERAL OPERATING SUPPORT 7,500
    NEW YORK PUBLIC RADIO
    160 VARICK ST FL 9
    NEW YORK,NY10013
      PC GENERAL OPERATING SUPPORT. RADIO LAB. 7,500
    NORTHERN RIVERS RAIL TRAIL INCORPORATED
    4/2B KAMELAJERE DRIVE
    SUFFOLK PARK,NSW 2481  
    AS
      PC DEVELOPMENT OF BUSINESS CASE FOR CASINO TO ELTHAM SECTION OF NRRT 6,650
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST AT 79TH STREET
    NEW YORK,NY10024
      PC GENERAL OPERATING SUPPORT 5,000
    BILLION OYSTER PROJECT
    10 SOUTH STREET SLIP 7
    NEW YORK,NY10004
      PC GENERAL OPERATING SUPPORT 5,000
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 E CANON PERDIDO STREET
    SANTA BARBARA,CA93103
      PC BOYS & GIRLS CLUB OF SANTA BARBARA MARCH MADNESS, SB BALLERS YOUTH BASKETBALL 5,000
    BROOKLYN MUSEUM
    200 EASTERN PARKWAY
    BROOKLYN,NY11238
      PC GENERAL OPERATING SUPPORT 5,000
    CANCER SUPPORT COMMUNITY REDONDO BEACH
    109 W TORRANCE BLVD SUITE 100
    REDONDO BEACH,CA90277
      PC GENERAL OPERATING SUPPORT 5,000
    CENTER FOR WHALE RESEARCH
    355 SMUGGLERS COVE RD
    FRIDAY HARBOR,WA98250
      PC GENERAL OPERATING SUPPORT 5,000
    CHANNEL ISLANDS RESTORATION
    928 CARPINTERIA ST STE 3
    SANTA BARBARA,CA93103
      PC GENERAL OPERATING SUPPORT 5,000
    COMMUNITY ENVIRONMENTAL COUNCIL
    26 WEST ANAPAMU ST 2ND FLOOR
    SANTA BARBARA,CA93101
      PC GENERAL OPERATING SUPPORT 5,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH 17TH FLOOR
    NEW YORK,NY10010
      PC OCEAN SCIENCE PROJECTS 5,000
    FIRST CHURCH OF CHRIST SCIENTIST
    120 EAST VALERIO STREET
    SANTA BARBARA,CA93101
      PC GENERAL OPERATING SUPPORT 5,000
    GREENPEACE FUND INC
    702 H ST NW SUITE 300
    WASHINGTON,DC20001
      PC GENERAL OPERATING SUPPORT 5,000
    HELPING HANDS OF GEORGETOWN
    1813 HIGHMARKET STREET
    GEORGETOWN,SC29440
      PC GENERAL OPERATING SUPPORT 5,000
    INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION DBA THE WILD FOUNDATION
    717 POPLAR AVE
    BOULDER,CO80304
      PC GENERAL OPERATING SUPPORT FOR SEA LEGACY 5,000
    LAKE ARROWHEAD SAILING ASSOCIATION
    42 REDBERRY
    IRVINE,CA92618
      PC GENERAL OPERATING SUPPORT 5,000
    LIVING FREE ANIMAL SANCTUARY
    54250 KEEN CAMP ROAD PO BOX 5
    MOUNTAIN CENTER,CA92561
      PC GENERAL OPERATING SUPPORT 5,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028
      PC GENERAL OPERATING SUPPORT 5,000
    MONTECITO RETIREMENT ASSOCIATION DBA CASA DORINDA
    300 HOT SPRINGS RD
    SANTA BARBARA,CA93108
      PC CASA DORINDA'S LEGACY CAMPAIGN FOR THE NEW CENTER FOR THE PERSONAL & MEMORY CARE 5,000
    NEW YORK SHAKESPEARE FESTIVAL
    425 LAFAYETTE
    NEW YORK,NY10003
      PC GENERAL OPERATING SUPPORT 5,000
    NORTHWEST INDIAN COLLEGE FOUNDATION
    2522 KWINA ROAD
    BELLINGHAM,WA98226
      PC GENERAL OPERATING SUPPORT 5,000
    PENINSULA COMMITTEE CHILDREN'S HOSPITAL
    P O BOX 801
    PALOS VERDES ESTATES,CA90274
      PC HORSE SHOW TO BENEFIT CHILDREN'S HOSPITAL LOS ANGELES 5,000
    PENINSULA SENIORS
    30928 HAWTHORNE BLVD
    RANCHO PALOS VERDES,CA90275
      PC CAPITAL CAMPAIGN 5,000
    ROSE BOWL LEGACY FOUNDATION
    1001 ROSE BOWL DRIVE
    PASADENA,CA91103
      PC ROSE BOWL LEGACY CAPITAL CAMPAIGN 5,000
    SEARCH DOG FOUNDATION
    6800 WHEELER CANYON RD
    SANTA PAULA,CA93060
      PC GENERAL OPERATING SUPPORT 5,000
    SOUTH COAST REPERTORY
    655 TOWN CENTER DRIVE PO BOX 2197
    COSTA MESA,CA92628
      PC GENERAL OPERATING SUPPORT 5,000
    THE AQUAYA INSTITUTE
    PO BOX 1603
    SAN ANSELMO,CA94979
      PC GENERAL OPERATING SUPPORT 5,000
    THE SIERRA CLUB FOUNDATION
    2101 WEBSTER ST SUITE 1250
    OAKLAND,CA94612
      PC SAN FRANCISCO BAY CHAPTER 5,000
    THE TRUST FOR PUBLIC LAND
    101 MONTGOMERY STREET SUITE 900
    SAN FRANCISCO,CA94104
      PC GENERAL OPERATING SUPPORT 5,000
    TRUCKEE RIVER WATERSHED COUNCIL
    PO BOX 8568
    TRUCKEE,CA96162
      PC GENERAL OPERATING SUPPORT 5,000
    WATER FOR PEOPLE
    100 E TENNESSEE AVE
    DENVER,CO80209
      PC GENERAL OPERATING SUPPORT 5,000
    1 FOR THE PLANET
    47 MAPLE STREET SUITE 111
    BURLINGTON,VT05401
      PC GENERAL OPERATING SUPPORT 2,500
    BROOKLYN ACADEMY OF MUSIC
    30 LAFAYETTE AVENUE
    BROOKLYN,NY11217
      PC GENERAL OPERATING SUPPORT 2,500
    GARDENS FOR HEALTH INTERNATIONAL
    9 WATERHOUSE STREET
    CAMBRIDGE,MA02138
      PC GENERAL OPERATING SUPPORT 2,500
    HOUSE OF HOPE FOUNDATION INC
    205 W 9TH STREET
    SAN PEDRO,CA90731
      PC GENERAL OPERATING SUPPORT 2,500
    INTERNATIONAL RESCUE COMMITTEE
    501 EAST 87TH STREET APARTMENT 14D
    NEW YORK,NY10168
      PC VIOLENCE PREVENTION AND RESPONSE UNIT 2,500
    ORCAS OPEN ARTS
    PO BOX 1843
    EASTSOUND,WA98245
      PC GENERAL OPERATING SUPPORT FOR THE 2018 ORCAS ISLAND FILM FESTIVAL 2,500
    RUBIN MUSEUM
    150 WEST 17TH STREET
    NEW YORK,NY10011
      PC GENERAL OPERATING SUPPORT 2,500
    THE CARPENTER'S BOAT SHOP
    440 OLD COUNTY RD
    PEMAQUID,ME04558
      PC GENERAL OPERATING SUPPORT 2,500
    THE GARRISON INSTITUTE
    PO BOX 532
    GARRISON,NY10524
      PC GENERAL OPERATING SUPPORT 2,500
    THE PABLOVE FOUNDATION
    6607 W SUNSET BLVD
    LOS ANGELES,CA90038
      PC PABLOVE ACROSS AMERICA 2018 - ROBERT REX OF TEAM PELOTON MAGAZINE 2,500
    WE ARE BRAVE TOGETHER
    6040 GROVEOAK PLACE
    RANCHO PALOS VERDES,CA90275
      PC GENERAL OPERATING SUPPORT 2,500
    CENTER FOR COMMUNITY CHANGE
    1536 U STREET NW
    WASHINGTON,DC20009
      PC TO SUPPORT THE FIRM PROJECT (FAIR IMMIGRATION REFORM MOVEMENT) 2,000
    INDIGENOUS ENVIRONMENTAL NETWORK
    PO BOX 485
    BEMIDJI,MN56619
      PC GENERAL OPERATING SUPPORT 2,000
    NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
    4805 MOUNT HOPE DR
    BALTIMORE,MA21215
      PC GENERAL OPERATING SUPPORT 2,000
    NATIONAL BLACK JUSTICE COALITION INC
    1990 K STREET NW STE 310
    WASHINGTON,DC20006
      PC GENERAL OPERATING SUPPORT 2,000
    WILD ORCA
    6997 NAHAHUM CANYON RD
    CASHMERE,WA98815
      PC GENERAL OPERATING SUPPORT 2,000
    Total .................................bullet 3a 3,913,850
    bApproved for future payment
    CRYSTAL COVE CONSERVANCY
    5 CRYSTAL COVE
    NEWPORT COAST,CA92657
      PC NORTH BEACH INFRASTRUCTURE PROJECT 400,000
    WASHINGTON STATE UNIVERSITY
    423 NEILL HALL
    PULLMAN,WA99164
      PC DEVELOPMENT OF NOVEL STRAINS OF THE FUNGUS METARHIZIUM FOR VARROA MITE CONTROL 129,999
    LOBERO THEATRE FOUNDATION
    33 E CANNON PERDIDO STREET
    SANTA BARBARA,CA93101
      PC GENERAL OPERATING SUPPORT PAYABLE OVER 4 YEARS 75,000
    Total .................................bullet 3b 604,999
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 520,408  
    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.....     14 39,857  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 310,165  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        01 31,491  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 901,921 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    901,921
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,450 1,670 0 15,030

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Name of Bond End of Year Book Value End of Year Fair Market Value
    10,000 UNITS BRIGHTHOUSE FINL INC 6.25 NT 58 212,200 212,200
    7,800 UNITS FIRST REP BK SAN FRANCISCO 5.50% NCUM PFD I 173,316 173,316
    5,000 UNITS HARTFORD FINL SVCS GROUP INC 6.0 DPSHS PFD G 126,200 126,200
    7,500 UNITS KEYCORP NEW DEP SHS PFD F 170,850 170,850
    10,000 UNITS OAKTREE CAP GROUP LLC 6.550 PFD UNT B 227,000 227,000
    6,250 UNITS QVC INC 6.375 SR NT 67 131,250 131,250
    1,250 UNITS SENIOR HSG PPTYS TR NT 42 25,238 25,238
    2,500 UNITS US BANCORP DEL DEP PERP PFD K 61,725 61,725
    1,250 UNITS VORNADO RLTY TR PFD SER K 28,113 28,113
    60000 UNITS AIR LEASE CORP NOTE 3.875% 7/03/23 59,053 59,053
    49473.52 UNITS AMER 3.2 06/15/2028 46,514 46,514
    104000 UNITS AMERICAN EXPRESS CR CORP MTN MTNV 3/03/22 103,291 103,291
    65000 UNITS AMERICAN GENERAL CORP NOTE 7.500% 7/15/25 75,543 75,543
    25000 UNITS ANADARKO PETE CORP DEB 7.200% 3/15/29 28,736 28,736
    65000 UNITS ANHEUSER BUSCH INBEV FIN INC NOTE 3.650% 2/01/26 61,271 61,271
    100000 UNITS APPLE INC NOTE 2.850% 5/06/21 100,122 100,122
    125000 UNITS ARES CAP CORP NOTE 3.875% 1/15/20 125,263 125,263
    100000 UNITS AT&T BROADBAND CORP NOTE 9.455%11/15/22 121,494 121,494
    1700 UNITS B RILEY FINL INC 7.375% SR NT 23 41,820 41,820
    1350 UNITS BANK AMER CORP PFD CUM SER C 34,250 34,250
    75000 UNITS BARCLAYS BANK PLC MTNV 3.250%11/24/27 71,455 71,455
    240000 UNITS BIO RAD LABS INC NOTE 4.875%12/15/20 246,089 246,089
    160000 UNITS BOSTON MA QUALIFIED SCH 5.1% DUE 04/01/2024 165,139 165,139
    1420 UNITS CITIGROUP INC DEP SHS RP PFD K 37,232 37,232
    50000 UNITS CITIGROUP INC PRFD 6.125%12/31/99 48,813 48,813
    50000 UNITS COOPERATIEVE CNT RAIFFEISEN MTNF 3.375% 5/21/25 49,021 49,021
    75000 UNITS CVS HEALTH CORP NOTE 3.700% 3/09/23 74,198 74,198
    50000 UNITS DEUTSCHE BK AG MTNF 2.500% 2/13/19 49,905 49,905
    25000 UNITS DEUTSCHE BK AG MTNV 1/18/19 24,989 24,989
    110000 UNITS DIGNITY HEALTH DEB 3.812%11/01/24 110,752 110,752
    1650 UNITS ENERGY TRANSFER OPERATING LP PFD UNIT SER C 36,317 36,317
    85000 UNITS FEDERAL HOME LN MTG CORP MTNV 1.750% 9/28/29 79,831 79,831
    90000 UNITS FEDERAL NATL MTG ASSN PRIN S STRIP 2/01/19 89,816 89,816
    45000 UNITS FEDEX CORP NOTE 3.200% 2/01/25 43,530 43,530
    80000 UNITS FOMENTO ECONOMICO MEXICANO S NOTE 2.875% 5/10/23 76,306 76,306
    140000 UNITS GEICO CORP DEB 7.350% 7/15/23 161,972 161,972
    75000 UNITS GENERAL MTRS FINL CO INC NOTE 4.250% 5/15/23 73,247 73,247
    35000 UNITS GOLDMAN SACHS GROUP INC MTNF 5.750% 1/24/22 36,646 36,646
    100000 UNITS GOLDMAN SACHS GROUP INC NOTE 2.625% 1/31/19 99,937 99,937
    75000 UNITS GOLDMAN SACHS GROUP INC PRFD 5.375%12/31/99 72,470 72,470
    160000 UNITS GULF PWR CO NOTE 3.100% 5/15/22 160,184 160,184
    25000 UNITS ING GROEP N V DEB 6.000%12/31/99 24,285 24,285
    58000 UNITS JP MORGAN CHASE BANK NA MTNV 3/06/24 53,899 53,899
    58000 UNITS JP MORGAN CHASE BANK NA MTNV 3/28/24 53,766 53,766
    36000 UNITS JPMORGAN CHASE & CO PRFD 12/31/99 35,505 35,505
    250000 UNITS JPMORGAN CHASE & CO PRFD 5.000%12/31/99 241,250 241,250
    43000 UNITS JPMORGAN CHASE AND CO PRFD 4.625%12/31/99 36,438 36,438
    60000 UNITS KINDER MORGAN INC DEL NOTE 3.050%12/01/19 59,654 59,654
    150000 UNITS MASON CNTY WA PUBLIC UTILITY 6.347% DUE 12/01/40 156,321 156,321
    65000 UNITS MEAD JOHNSON NUTRITION CO NOTE 4.125%11/15/25 66,684 66,684
    1181 UNITS MORGAN STANLEY DEP SHS 1/1000TH 30,588 30,588
    65000 UNITS NEW YORK NY HSG DEV TAXABLE 4.030% DUE 11/1/2028 65,430 65,430
    100000 UNITS PENNANTPARK INVT CORP NOTE 4.500%10/01/19 99,811 99,811
    75000 UNITS PHILIP MORRIS INTL INC NOTE 2.500%11/02/22 72,083 72,083
    145000 UNITS ROYAL BK CDA MTNV 4/12/22 143,921 143,921
    65000 UNITS SANOFI-AVENTIS NOTE 3.375% 6/19/23 65,413 65,413
    3535 UNITS SPDR SERIES TRUST BRCLYS CAP CONV 165,403 165,403
    75000 UNITS STATE STR CORP DEB 6/01/77 58,875 58,875
    35000 UNITS TESORO LOGISTICS LP / CORP NOTE 5.500%10/15/19 35,295 35,295
    50000 UNITS TEVA PHARMACEUTICAL FIN NETH NOTE 1.700% 7/19/19 49,224 49,224
    80000 UNITS TRIMBLE INC NOTE 4.150% 6/15/23 80,423 80,423
    50000 UNITS UNITED INS HLDGS CORP NOTE 6.250%12/15/27 51,723 51,723
    45000 UNITS UNITED TECHNOLOGIES CORP NOTE 3.100% 6/01/22 44,066 44,066
    70000 UNITS VMWARE INC NOTE 2.950% 8/21/22 66,722 66,722
    60000 UNITS WELLS FARGO & CO MTNF 2.625% 7/22/22 57,856 57,856
    63000 UNITS WELLS FARGO & CO MTNF 4.100% 5/19/27 57,607 57,607
    110000 UNITS WELLS FARGO & CO MTNF 6.000% 1/31/38 90,673 90,673
    70000 UNITS WELLS FARGO BANK NATL ASSN MTNF 3.550% 8/14/23 69,704 69,704
    2700 UNITS WELLS FARGO CO NEW DEP SHS 1/1000 T 67,878 67,878
    350000 UNITS WELLS FARGO CO NEW PRFD 12/31/99 347,813 347,813

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Name of Stock End of Year Book Value End of Year Fair Market Value
    155 UNITS 3M CO 29,534 29,534
    307 UNITS ABBOTT LABS COM 22,205 22,205
    381 UNITS ACTIVISION BLIZZARD INC COM 17,743 17,743
    1668 UNITS AES CORP COM 24,119 24,119
    167 UNITS ALLERGAN PLC SHS 22,321 22,321
    116 UNITS ALPHABET INC CL C 120,131 120,131
    81 UNITS AMAZON COM INC COM 121,660 121,660
    349 UNITS AMERICAN ELEC PWR INC COM 26,084 26,084
    366 UNITS AMERICAN INTL GROUP INC COM NEW 14,424 14,424
    283 UNITS AMERICAN WTR WKS CO INC NEW COM 25,688 25,688
    320 UNITS AMPHENOL CORP NEW CL A 25,926 25,926
    133 UNITS ANTHEM, INC. COM 34,930 34,930
    578 UNITS APPLE COMPUTER INC COM 91,174 91,174
    462 UNITS AT&T INC COM 13,185 13,185
    868 UNITS BAKER HUGHES A GE CO CL A 18,662 18,662
    227 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW 46,349 46,349
    46 UNITS BIOGEN IDEC INC 13,842 13,842
    69 UNITS BLACKROCK INC CL A 27,105 27,105
    142 UNITS BOEING CO COM 45,795 45,795
    63 UNITS BROADCOM INC 16,020 16,020
    136 UNITS CELGENE CORP COM 8,716 8,716
    383 UNITS CHEVRON CORP COM 41,667 41,667
    871 UNITS CISCO SYS INC COM 37,740 37,740
    651 UNITS CITIGROUP INC COM NEW 33,891 33,891
    842 UNITS COMCAST CORP 28,670 28,670
    355 UNITS CONTINENTAL RESOURCES INC COM 14,267 14,267
    82 UNITS COSTCO WHSL CORP NEW COM 16,704 16,704
    349 UNITS CVS CORP COM 22,866 22,866
    195 UNITS DANAHER CORP DEL COM 20,108 20,108
    482 UNITS DISNEY WALT CO COM DISNEY 52,851 52,851
    429 UNITS EATON CORP PLC SHS 29,455 29,455
    344 UNITS FACEBOOK INC CL A 45,095 45,095
    489 UNITS FORTIVE CORP COM 33,086 33,086
    380 UNITS GILEAD SCIENCES INC COM 23,769 23,769
    100 UNITS GOLDMAN SACHS GROUP INC COM 16,705 16,705
    626 UNITS HESS CORP COM 25,353 25,353
    415 UNITS HONEYWELL INTL INC COM 54,830 54,830
    268 UNITS INTEL CORP COM 12,577 12,577
    138 UNITS IQVIA HLDGS INC COM 16,031 16,031
    992 UNITS J P MORGAN CHASE & CO COM 96,839 96,839
    309 UNITS JOHNSON & JOHNSON COM 39,876 39,876
    803 UNITS KINDER MORGAN INC DEL COM 12,350 12,350
    74 UNITS LAUDER ESTEE COS INC CL A 9,627 9,627
    441 UNITS LOWE'S COS 40,731 40,731
    141 UNITS M & T BK CORP COM 20,181 20,181
    541 UNITS MERCK & CO INC COM 41,338 41,338
    1171 UNITS MICROSOFT CORP COM 118,938 118,938
    609 UNITS MONDELEZ INTL INC CL A 24,378 24,378
    700 UNITS NIKE INC CL B 51,898 51,898
    394 UNITS NORFOLK SOUTHERN CORP COM 58,919 58,919
    90 UNITS NVIDIA CORP COM 12,015 12,015
    418 UNITS PEPSICO INC COM 46,181 46,181
    723 UNITS PFIZER INC COM 31,559 31,559
    167 UNITS PIONEER NAT RES CO COM 21,964 21,964
    291 UNITS PROCTER & GAMBLE CO COM 26,749 26,749
    321 UNITS PRUDENTIAL FINL INC COM 26,178 26,178
    69 UNITS RESIDEO TECHNOLOGIES INC COM 1,418 1,418
    213 UNITS SALESFORCE COM INC COM 29,175 29,175
    464 UNITS SCHWAB CHARLES CORP NEW COM 19,270 19,270
    716 UNITS SECTOR SPDR TR TECHNOLOGY 44,378 44,378
    219 UNITS SELECT SECTOR SPDR TR SBI CONS DISCR 21,683 21,683
    96 UNITS SHERWIN WILLIAMS CO COM 37,772 37,772
    853 UNITS SPDR CONSUMER STAP 43,315 43,315
    139 UNITS SPDR INDUSTRIAL IDX 8,953 8,953
    254 UNITS SPDR SERIES TRUST S&P BIOTECH 18,225 18,225
    490 UNITS SPDR TR S&P 500 122,461 122,461
    1122 UNITS SYNCHRONY FINL COM 26,322 26,322
    127 UNITS THERMO FISHER SCIENTIFIC INC COM 28,421 28,421
    1104 UNITS TJX COS INC NEW COM 49,393 49,393
    162 UNITS TYSON FOODS INC CL A 8,651 8,651
    140 UNITS UNITEDHEALTH GROUP INC COM 34,877 34,877
    371 UNITS VALERO ENERGY CORP NEW COM 27,814 27,814
    363 UNITS VERIZON COMMUNICATIONS COM 20,408 20,408
    817 UNITS VISA INC COM CL A 107,795 107,795
    753 UNITS WELLS FARGO & CO NEW COM 34,698 34,698
    OTHER INVESTMENTS 95,501 95,501
    204 UNITS 3M CO 38,870 38,870
    350 UNITS AMERICAN EXPRESS CO COM 33,362 33,362
    188 UNITS BOEING CO COM 60,630 60,630
    350 UNITS CATERPILLAR INC DEL COM 44,475 44,475
    448 UNITS DOWDUPONT INC COM 23,959 23,959
    350 UNITS HEWLETT PACKARD ENTERPRISE C COM 4,624 4,624
    350 UNITS HOME DEPOT INC COM 60,137 60,137
    153 UNITS HONEYWELL INTL INC COM 20,214 20,214
    350 UNITS HP INC COM 7,161 7,161
    350 UNITS INTEL CORP COM 16,426 16,426
    930 UNITS ISHARES RUSSELL 2000 INDEX 124,527 124,527
    350 UNITS J P MORGAN CHASE & CO COM 34,167 34,167
    350 UNITS MCDONALDS CORP COM 62,150 62,150
    350 UNITS MERCK & CO INC COM 26,744 26,744
    350 UNITS MICROSOFT CORP COM 35,550 35,550
    25 UNITS RESIDEO TECHNOLOGIES INC COM 514 514
    350 UNITS UNITED TECHNOLOGIES CORP COM 37,268 37,268
    1572 UNITS 3M CO 299,529 299,529
    1572 UNITS AMERICAN EXPRESS CO COM 149,843 149,843
    1572 UNITS APPLE COMPUTER INC COM 247,967 247,967
    1572 UNITS BOEING CO COM 506,970 506,970
    1572 UNITS CATERPILLAR INC DEL COM 199,754 199,754
    1572 UNITS CHEVRON CORP COM 171,018 171,018
    1572 UNITS CISCO SYS INC COM 68,115 68,115
    1572 UNITS COCA COLA CO COM 74,434 74,434
    1572 UNITS DISNEY WALT CO COM DISNEY 172,370 172,370
    1572 UNITS DOWDUPONT INC COM 84,071 84,071
    1572 UNITS EXXON MOBIL CORP COM 107,195 107,195
    1572 UNITS GENERAL ELECTRIC CO COM 11,900 11,900
    1572 UNITS GOLDMAN SACHS GROUP INC COM 262,603 262,603
    1572 UNITS HOME DEPOT INC COM 270,101 270,101
    1572 UNITS INTEL CORP COM 73,774 73,774
    1572 UNITS INTERNATIONAL BUSINESS MACHS COM 178,689 178,689
    1572 UNITS J P MORGAN CHASE & CO COM 153,459 153,459
    1572 UNITS JOHNSON & JOHNSON COM 202,867 202,867
    1572 UNITS MCDONALDS CORP COM 279,140 279,140
    1572 UNITS MERCK & CO INC COM 120,117 120,117
    1572 UNITS MICROSOFT CORP COM 159,668 159,668
    1572 UNITS NIKE INC CL B 116,548 116,548
    1572 UNITS PFIZER INC COM 68,618 68,618
    1572 UNITS PROCTER & GAMBLE CO COM 144,498 144,498
    1572 UNITS TRAVELERS COMPANIES INC COM 188,247 188,247
    1572 UNITS UNITED TECHNOLOGIES CORP COM 167,387 167,387
    1572 UNITS UNITEDHEALTH GROUP INC COM 391,617 391,617
    1572 UNITS VERIZON COMMUNICATIONS COM 88,378 88,378
    1572 UNITS VISA INC COM CL A 207,410 207,410
    1572 UNITS WAL MART STORES INC COM 146,432 146,432

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    US Government Securities - End of Year Book Value:

    1,334,195
    US Government Securities - End of Year Fair Market Value:

    1,334,195
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2018 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 9,696,059 9,696,059
    WHITTIER VALUE FUND A, LP FMV 11,625,339 11,625,339
    WHITTIER INTERNATIONAL FUND, LP FMV 4,189,363 4,189,363
    WHITTIER ALTERNATIVE INVESTMENTS FMV 202,764 202,764
    BELRIDGE US EQUITY FUND, LP FMV 62,987 62,987
    WHITTIER CORPORATE AMERICA FUND, LP FMV 17,987,796 17,987,796
    WHITTIER INTERNATIONAL FUND A L P FMV 331,953 331,953
    WHITTIER SMALL CAP FUND LP FMV 752,399 752,399
    WHITTIER VALUE FUND A LP FMV 760,467 760,467
    OUTSIDE PARTNERSHIP INVESTMENTS FMV 1,092,433 1,092,433
    ESG FMV 1,006,130 1,006,130

    TY 2018 LegalFeesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 10,600 1,060 0 9,540


    TY 2018 OtherDecreasesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Amount
    UNREALIZED LOSS 5,865,380


    TY 2018 OtherExpensesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 2,449 612 0 1,837
    MISCELLANEOUS 40 0 0 40


    TY 2018 OtherIncomeSchedule2
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PARTNERSHIP - BELRIDGE US EQUITY FUND 1 LP   -5,400  
    INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP   2,519  
    INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP   31,802  
    INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP (LAYT)   10,282  
    INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP   163,573  
    INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND   42,673  
    INCOME FROM PARTNERSHIP - OAKTREE CAPITAL GROUP SERIES A   1,132  
    INCOME FROM PARTNERSHIP - OAKTREE CAPITAL GROUP SERIES B   5,615  
    INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I   -1,733  
    INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II   -11,550  
    PARTNERSHIP DISTRIBUTION 39,857 0  
    INCOME FROM PARTNERSHIP - WHITTIER SMALL CAP FUND   -6,972  
    INCOME FROM PARTNERSHIP - WHITTIER SMALL CAP FUND (LAYT)   -506  
    INCOME FROM PARTNERSHIP - CORPORATE AMERICA FUND   172,183  
    INCOME FROM PARTNERSHIP - CARLYLE GROUP   336  
    OTHER INCOME 31,491   0


    TY 2018 OtherLiabilitiesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXPENSES 51,236 45,129
    DEFERRED EXCISE TAXES PAYABLE 386,760 327,411


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION & INVESTMENT MANAGEMENT FEES 594,148 148,538 0 445,610


    TY 2018 TaxesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 184 184 0 0
    FILING FEES 160 0 0 0