-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
CA
91030
A Employer identification number
95-3694741
B
Telephone number (see instructions)
(626) 441-5188
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
77,569,242
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
526,918
526,918
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
378,252
b
Gross sales price for all assets on line 6a
6,561,030
7
Capital gain net income (from Part IV, line 2)
...
1,079,749
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)
.......
29,723
358,999
0
12
Total.
Add lines 1 through 11
........
934,893
1,965,666
0
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)
.......
18,650
4,225
0
12,675
c
Other professional fees (attach schedule)
....
592,298
148,073
0
444,225
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
220,026
75
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
1,794
449
0
1,345
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
751
188
0
563
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
833,519
153,010
0
458,808
25
Contributions, gifts, grants paid
.......
2,734,205
3,345,000
26
Total expenses and disbursements.
Add lines 24 and 25
3,567,724
153,010
0
3,803,808
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,632,831
b
Net investment income
(if negative, enter -0-)
1,812,656
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
66,114
2,539
2,539
2
Savings and temporary cash investments
.........
1,172,768
727,294
727,294
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
54,851
57,563
57,563
10a
Investments—U.S. and state government obligations (attach schedule)
1,564,764
1,627,975
1,627,975
b
Investments—corporate stock (attach schedule)
.......
8,695,026
12,251,554
12,251,554
c
Investments—corporate bonds (attach schedule)
.......
5,978,839
4,507,856
4,507,856
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
47,707,690
58,312,134
58,312,134
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
68,791
82,327
82,327
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
65,308,843
77,569,242
77,569,242
17
Accounts payable and accrued expenses
..........
45,129
69,903
18
Grants payable
.................
3,358,256
2,752,460
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
)
327,411
514,968
23
Total liabilities
(add lines 17 through 22)
.........
3,730,796
3,337,331
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
56,127,213
67,558,654
25
Net assets with donor restrictions
............
5,450,834
6,673,257
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
61,578,047
74,231,911
30
Total liabilities and net assets/fund balances
(see instructions)
.
65,308,843
77,569,242
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
61,578,047
2
Enter amount from Part I, line 27a
.....................
2
-2,632,831
3
Other increases not included in line 2 (itemize)
3
15,286,695
4
Add lines 1, 2, and 3
..........................
4
74,231,911
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
74,231,911
Form
990-PF
(2019)
Form 990-PF (2019)
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
CORPORATE AMERICA FUND
P
c
WHITTIER INTERNATIONAL FUND A LP (LAYT)
P
d
WHITTIER INTERNATIONAL FUND A LP
P
e
WHITTIER SMALL CAP FUND
P
WHITTIER SMALL CAP FUND (LAYT)
P
WHITTIER VALUE FUND A, LP (LAYT)
P
WHITTIER VALUE FUND A, LP
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
6,561,030
6,240,140
320,890
b
100,894
100,894
c
2,221
-2,221
d
28,024
-28,024
e
60,906
60,906
4,726
4,726
41,860
41,860
580,718
580,718
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
320,890
b
100,894
c
-2,221
d
-28,024
e
60,906
4,726
41,860
580,718
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,079,749
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
...................
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?
Yes
No
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))
2018
4,358,079
63,379,152
0.068762
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
2
Total
of line 1, column (d)
.....................
2
0.301114
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
0.060223
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
64,552,661
5
Multiply line 4 by line 3
......................
5
3,887,555
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
18,127
7
Add lines 5 and 6
........................
7
3,905,682
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,803,808
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
36,253
here
and 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
36,253
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
36,253
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
65,676
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
65,676
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
29,423
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
29,423
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
CA
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
WHITTIER TRUST COMPANY
Telephone no.
(626) 441-5188
Located at
625 FAIR OAKS AVENUE NO 360
SOUTH PASADENA
CA
ZIP+4
91030
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
BRYCE W RHODES
VICE PRESIDENT
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
WINIFRED W RHODES
VICE PRESIDENT
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
PEGINE E GRAYSON
SECRETARY/EXECUTIVE DIRECTOR
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
DAVID A DAHL
CHIEF FINANCIAL OFFICER
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
MICHAEL J CASEY
DIRECTOR
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
MARCIA W CONSTANCE
DIRECTOR
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
BRETT E HODGES
DIRECTOR
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
BRIAN M HODGES
DIRECTOR
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
ADAM J RHODES
DIRECTOR
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
EMERY W RHODES
DIRECTOR
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
ARLO G SORENSEN
DIRECTOR
2.00
0
0
0
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
592,298
625 FAIR OAKS AVENUE SUITE 360
SOUTH PASADENA
,
CA
91030
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
18,107,796
b
Average of monthly cash balances
.......................
1b
863,555
c
Fair market value of all other assets (see instructions)
................
1c
46,564,345
d
Total
(add lines 1a, b, and c)
.........................
1d
65,535,696
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
65,535,696
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
983,035
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
64,552,661
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,227,633
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
3,227,633
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
36,253
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
36,253
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,191,380
4
Recoveries of amounts treated as qualifying distributions
................
4
5,000
5
Add lines 3 and 4
............................
5
3,196,380
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
3,196,380
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
3,803,808
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
3,803,808
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
3,803,808
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
3,196,380
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
720,166
f
Total
of lines 3a through e
........
720,166
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,803,808
a
Applied to 2018, but not more than line 2a
0
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 2019 distributable amount
.....
3,196,380
e
Remaining amount distributed out of corpus
607,428
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,327,594
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,327,594
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
720,166
e
Excess from 2019
....
607,428
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
HELEN WOODWARD ANIMAL CENTER
PO BOX 64
RANCHO SANTA FE
,
CA
92067
NONE
PC
NEW ADOPTIONS BUILDING CAPITAL CAMPAIGN, GENERAL OPERATING SUPPORT, SPRING FLING SPONSORSHIP, HOPE TELETHON
1,230,000
BOYS & GIRLS CLUBS OF METRO LOS ANGELES - TENNIS ACADEMY
800 S FIGUEROA ST SUITE 950
LOS ANGELES
,
CA
90017
NONE
PC
BGCMLA CHALLENGERS TENNIS ACADEMY
275,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
ONE SHIELDS AVENUE
DAVIS
,
CA
95616
NONE
PC
UC DAVIS VET MED 1 HEALTH INST SAMPLING OF LEAD IN CONSUMERS OF LEAD-KILLED WILDLIFE, SUPPORT SEADOC SOCIETY'S GENERAL RESEARCH AND GENERAL SUPPORT
165,300
WASHINGTON STATE UNIVERSITY
240 FRENCH ADMINISTRATION BUILDING
PO BOX 641025
PULLMAN
,
WA
99164
NONE
PC
DEVELOPMENT OF NOVEL STRAINS OF THE FUNGUS METARHIZIUM FOR VARROA MITE CONTROL
129,999
SANTA BARBARA HISTORICAL MUSEUM
136 EAST DE LA GUERRA STREET
SANTA BARBARA
,
CA
93101
NONE
PC
GENERAL OPERATING SUPPORT
106,000
CRYSTAL COVE CONSERVANCY
5 CRYSTAL COVE
NEWPORT COAST
,
CA
92657
NONE
PC
NORTH BEACH INFRASTRUCTURE PROJECT
100,000
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LANE SUITE 375
ALEXANDRIA
,
VA
22314
NONE
PC
BIG SCRUB LANDCARE, HEAD ON FOUNDATION PHOTO FESTIVAL, AUSTRALIAN CENTRE FOR PHOTOGRAPHY, RAINFOREST RESCUE AUSTRALIA, ARTS NORTHER RIVER, MONASH GALLERY OF ART, XTREME ZERO WASTE, NEW ZEALAND, SUSTAIN: THE AUSTRALIAN FOOD NETWORK LTD FOR THE FURTHER BENEFIT OF FUTURE FEEDERS, DAVID SHELDRICK WILDLIFE TRUST (EAST AFRICA)
81,667
AFRICAN WOMEN RISING
801 COLD SPRING ROAD
SANTA BARBARA
,
CA
93108
NONE
PC
GENERAL OPERATING SUPPORT
60,000
YOUNG AMERICA'S FOUNDATION
217 STATE STREET
SANTA BARBARA
,
CA
93101
NONE
PC
REAGAN RANCH HIGH SCHOOL CONFERENCE
55,500
LOBERO THEATRE FOUNDATION
33 E CANNON PERDIDO STREET
SANTA BARBARA
,
CA
93101
NONE
PC
GENERAL OPERATING SUPPORT
55,000
SANTA BARBARA BUCKET BRIGADE
PO BOX 50640
SANTA BARBARA
,
CA
93150
NONE
PC
GENERAL OPERATING SUPPORT
40,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION CAL MEN'S LACROSSE
2301 BANCROFT WAY 4420
BERKELEY
,
CA
94720
NONE
PC
$20,000 FOR THE LACROSSE FUND AND $10,000 FOR THE SCIUTTO LACROSSE ENDOWMENT, SUPPORT FOR GENERAL OPERATIONS FOR CAL MEN'S LACROSSE
40,000
EQUUS SURVIVAL TRUST
130 LUMBER PLANT ROAD
LOWGAP
,
NC
27024
NONE
PC
SCHOLARSHIPS FOR HORSES & RIDERS TO SHOWCASE THE BREED IN COMPETITIONS TO ATTRACT NEW PARTICIPANTS
35,367
CASA DEL HERRERO
PO BOX 5612
SANTA BARBARA
,
CA
93150
NONE
PC
GENERAL OPERATING SUPPORT
35,000
THE OJAI FOUNDATION
PO BOX 999
OJAI
,
CA
93024
NONE
PC
KENYAN PERMACULTURE PROJECTS
35,000
LONG LIVE THE KINGS
1326 5TH AVENUE 450
SEATTLE
,
WA
98101
NONE
PC
GENERAL OPERATING SUPPORT
30,000
OPAL COMMUNITY LAND TRUST
286 ENCHANTED FOREST ROAD STE 201
PO BOX 1133
EASTSOUND
,
WA
98245
NONE
PC
GENERAL OPERATING SUPPORT
30,000
EARL WARREN SHOWGROUNDS FOUNDATION
3463 STATE STREET P O BOX 600
SANTA BARBARA
,
CA
93105
NONE
PC
GENERAL OPERATING SUPPORT
25,500
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29
LOS ANGELES
,
CA
90027
NONE
PC
GENERAL OPERATING SUPPORT
25,000
EQUINE PODIATRY EDUCATION FOUNDATION
PO BOX 734
LOS ALAMOS
,
CA
93440
NONE
PC
GENERAL OPERATING SUPPORT
25,000
MUSIC ACADEMY OF THE WEST
1070 FAIRWAY RD
SANTA BARBARA
,
CA
93108
NONE
PC
SCHOLARSHIP SUPPORT
25,000
OLD SPANISH DAYS IN SANTA BARBARA INC
PO BOX 21557
SANTA BARBARA
,
CA
93121
NONE
PC
GENERAL OPERATING SUPPORT
25,000
SOCIAL SKILLS AMERICA
1482 E VALLEY ROAD 444
SANTA BARBARA
,
CA
93108
NONE
PC
THE KEY CLASS
25,000
FREE SPIRIT MEDIA
906 S HOMAN FLOOR 5
CHICAGO
,
IL
60624
NONE
PC
HAROLD RAMIS SCHOLARSHIP
25,000
NINOS DEL SOL INC
85 CIRCLE LOOP
STATEN ISLAND
,
NY
10304
NONE
PC
GENERAL SUPPORT COSTA VERDE INTERNATIONAL SCHOOL
25,000
TARA HALL HOME FOR BOYS
PO BOX 955 510 TARA HALL ROAD
GEORGETOWN
,
SC
29442
NONE
PC
GENERAL OPERATING SUPPORT
25,000
WOODLAND PARK ZOOLOGICAL SOCIETY
5500 PHINNEY AVENUE N
SEATTLE
,
WA
98103
NONE
PC
PHEASANT CONSERVATION
25,000
GREATER HORIZONS
1055 BROADWAY SUITE 130
KANSAS CITY
,
MO
64105
NONE
PC
LHAD DAF
20,000
MATRICULATE
120 EAST 23RD STREET
NEW YORK
,
NY
10010
NONE
PC
GENERAL OPERATING SUPPORT
20,000
INSTITUTE FOR JUSTICE
901 NORTH GLEBE ROAD SUITE 900
ARLINGTON
,
VA
22203
NONE
PC
GENERAL OPERATING SUPPORT
20,000
SEATTLE AQUARIUM
1483 ALASKAN WAY PIER 59
SEATTLE
,
WA
98101
NONE
PC
GENERAL OPERATING
20,000
GREATER SANTA BARBARA ICE SKATING ASSOCIATION
6985 SANTA FELICIA DRIVE
GOLETA
,
CA
93117
NONE
PC
ICE IN PARADISE GENERAL OPERATING SUPPORT
15,000
STATE STREET BALLET
2285 LAS POSITAS RD
SANTA BARBARA
,
CA
93105
NONE
PC
GENERAL OPERATING SUPPORT, SUPPORT THE GALA
15,000
FOTOFEST INC
2000 EDWARDS STREET BLDG C STE 2
HOUSTON
,
TX
77007
NONE
PC
GENERAL OPERATING SUPPORT
15,000
BELLOSGUARDO FOUNDATION INC
1407 E CABRILLO BLVD
SANTA BARBARA
,
CA
93108
NONE
POF
GENERAL OPERATING SUPPORT
13,500
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE MAIL CODE 0940
LA JOLLA
,
CA
92093
NONE
PC
TO SUPPORT THE UC SAN DIEGO SIO COLLECTIONS FUND
12,500
THE FRIENDSHIP PADDLE
920 GARDEN STREET SUITE A
SANTA BARBARA
,
CA
93101
NONE
PC
GENERAL OPERATING SUPPORT
11,667
BONA FIDE FILMS
4200 PARK BLVD
OAKLAND
,
CA
94602
NONE
PC
SEEDS OF VANDANA SHIVA
10,000
CARE4PAWS
PO BOX 60524
SANTA BARBARA
,
CA
93160
NONE
PC
GENERAL OPERATING SUPPORT
10,000
COMMUNITY ARTS MUSIC ASSOCIATION OF SANTA BARBARA
2060 ALAMEDA PADRE SERRA SUITE 201
SANTA BARBARA
,
CA
93103
NONE
PC
GENERAL OPERATING SUPPORT
10,000
HEAL THE OCEAN
PO BOX 90106 1430 CHAPALA STREET
SANTA BARBARA
,
CA
93109
NONE
PC
GENERAL OPERATING SUPPORT
10,000
ORANGE COUNTY UNITED WAY
18012 MITCHELL SOUTH
IRVINE
,
CA
92614
NONE
PC
SUPPORT TO END HOMELESSNESS
10,000
SAN GABRIEL PASTORAL REGION
16009 E CYPRESS AVE
IRWINDALE
,
CA
91706
NONE
PC
EDUCATION FUND
10,000
SANTA YNEZ VALLEY HISTORICAL SOCIETY
3596 SAGUNTO STREET
SANTA YNEZ
,
CA
93460
NONE
PC
GENERAL OPERATING SUPPORT
10,000
STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES
397 PANAMA MALL MITCHELL BUILDING
101
STANFORD
,
CA
94305
NONE
PC
DEAN'S DISCRETIONARY USE
10,000
THE SANTA BARBARA RESPONSE NETWORK
115 W CANON PERDIDO ST
SANTA BARBARA
,
CA
93101
NONE
PC
THE LOST ART OF LOVE LETTERS
10,000
USC DAVIS SCHOOL OF GERONTOLOGY
3715 MCCLINTOCK AVE
LOS ANGELES
,
CA
90089
NONE
PC
RENKEN FAMILY ENDOWMENT
10,000
YOUTH POLICY INSTITUTE
6464 SUNSET BOULEVARD SUITE 650
LOS ANGELES
,
CA
90028
NONE
PC
GENERAL OPERATING SUPPORT
10,000
BAPTIST HEALTH FOUNDATION
6855 S RED ROAD
CORAL GABLES
,
FL
33143
NONE
PC
UDELSMAN PROJECT
10,000
MOTE MARINE LABORATORY
1600 KEN THOMPSON PKWY
SARASOTA
,
FL
34236
NONE
PC
$5K CORRAL REEF RESTORATION & $5K OCEAN TECHNOLOGY RESEARCH
10,000
PHOTOGRAPHERS WITHOUT BORDERS
23 DIVISION ST
SARATOGA SPRINGS
,
NY
12866
NONE
PC
GENERAL OPERATING SUPPORT
10,000
RAINFOREST FOUNDATION INC
1000 DEAN STREET SUITE 430
BROOKLYN
,
NY
11238
NONE
PC
ON-THE-GROUND INDIGENOUS ORGANIZATIONS IN BRAZIL
10,000
SAINT FRANCES ANIMAL CENTER
125 N RIDGE STREET
GEORGETOWN
,
SC
29440
NONE
PC
GENERAL OPERATING SUPPORT
10,000
TEACH MY PEOPLE
PO BOX 2848
PAWLEYS ISLAND
,
SC
29585
NONE
PC
GENERAL OPERATING SUPPORT
10,000
THE VILLAGE GROUP
PO BOX 700
GEORGETOWN
,
SC
29440
NONE
PC
GENERAL OPERATING SUPPORT
10,000
HUNTSMAN CANCER FOUNDATION
500 S HUNTSMAN WAY
SALT LAKE CTY
,
UT
84108
NONE
PC
GENERAL OPERATING SUPPORT
10,000
ARBORETUM FOUNDATION
2300 ARBORETUM DRIVE EAST
SEATTLE
,
WA
98112
NONE
PC
GENERAL OPERATING SUPPORT
10,000
NORTHWEST INDIAN COLLEGE FOUNDATION
2522 KWINA ROAD
BELLINGHAM
,
WA
98226
NONE
PC
GENERAL OPERATING SUPPORT
10,000
ORCAS ISLAND CHAMBER MUSIC FESTIVAL
PO BOX 646
EASTSOUND
,
WA
98245
NONE
PC
GENERAL OPERATING SUPPORT
10,000
ORCAS ISLAND COMMUNITY FOUNDATION
PO BOX 1496
EASTSOUND
,
WA
98245
NONE
PC
GENERAL OPERATING SUPPORT
10,000
GANNA WALSKA LOTUSLAND
695 ASHLEY ROAD
SANTA BARBARA
,
CA
93108
NONE
PC
GENERAL OPERATING SUPPORT
7,000
THE ASPEN INSTITUTE
1000 NORTH THIRD ST
ASPEN
,
CO
81611
NONE
PC
GENERAL OPERATING SUPPORT
7,000
GIRLVENTURES
119 FILBERT ST
OAKLAND
,
CA
94607
NONE
PC
GENERAL OPERATING SUPPORT
6,000
ALTA VISTA FOUNDATION
325 EAST FIGUEROA STREET
SANTA BARBARA
,
CA
93101
NONE
POF
GENERAL OPERATING SUPPORT
5,000
AMAZON WATCH
520 3RD STREET SUITE 108
OAKLAND
,
CA
94607
NONE
PC
GENERAL OPERATING SUPPORT
5,000
BERKELEY HALL SCHOOL
16000 MULHOLLAND DR
LOS ANGELES
,
CA
90049
NONE
PC
GENERAL OPERATING SUPPORT
5,000
BOYS & GIRLS CLUB OF SANTA BARBARA
632 E CANON PERDIDO STREET
SANTA BARBARA
,
CA
93103
NONE
PC
YOUTH BASKETBALL ACADEMY BALLERS
5,000
CALIFORNIA TROUT
360 PINE ST 4TH FLOOR
SAN FRANCISCO
,
CA
94104
NONE
PC
GENERAL OPERATING SUPPORT
5,000
CANCER SUPPORT COMMUNITY REDONDO BEACH
109 W TORRANCE BLVD SUITE 100
REDONDO BEACH
,
CA
90277
NONE
PC
GENERAL OPERATING SUPPORT
5,000
CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS
598 N FAIRVIEW AVENUE
GOLETA
,
CA
93117
NONE
PC
SUPPORT THE FARM TO TABLE EVENT
5,000
CHANNEL ISLANDS RESTORATION
928 CARPINTERIA ST STE 3
SANTA BARBARA
,
CA
93103
NONE
PC
GENERAL OPERATING SUPPORT
5,000
GUARDIAN TRAINING
1922 WEBSTER STREET SUITE C
OAKLAND
,
CA
94612
NONE
PC
GENERAL OPERATING SUPPORT
5,000
IF NOT US THEN WHO
1112 MONTANA AVENUE SUITE 379
SANTA MONICA
,
CA
90403
NONE
PC
AMAZON FRONTLINES
5,000
LAKE ARROWHEAD SAILING ASSOCIATION
42 REDBERRY
IRVINE
,
CA
92618
NONE
PC
GENERAL OPERATING SUPPORT
5,000
NEWPORT BAY CONSERVANCY
PO BOX 10804
NEWPORT BEACH
,
CA
92658
NONE
PC
GENERAL OPERATING SUPPORT
5,000
PENINSULA COMMITTEE CHILDREN'S HOSPITAL
P O BOX 801
PALOS VERDES ESTATES
,
CA
90274
NONE
PC
ASSOCIATES ENDOWED CHAIR FOR THE CHIEF OF CHILDREN'S ORTHOPAEDIC CTR & LIVER & INTESTINAL RESEARCH
5,000
PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CENTER
2029 UNIVERSITY AVE STE 200
BERKELEY
,
CA
94704
NONE
PC
GENERAL OPERATING SUPPORT
5,000
SAN DIEGO NATURAL HISTORY MUSEUM
PO BOX 121390
SAN DIEGO
,
CA
92112
NONE
PC
EXECUTIVE DIRECTOR'S DISCRETION
5,000
SAN FRANCISCO SPCA
201 ALABAMA STREET
SAN FRANCISCO
,
CA
94103
NONE
PC
GENERAL OPERATING SUPPORT
5,000
SANTA BARBARA CITY COLLEGE FOUNDATION
721 CLIFF DRIVE
SANTA BARBARA
,
CA
93109
NONE
PC
SBCC ESL SCHOLARSHIP PROGRAM
5,000
SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENTER AKA THE MARJORIE LUKE
721 E COTA STREET
SANTA BARBARA
,
CA
93103
NONE
PC
GENERAL OPERATING SUPPORT OF THE MARJORIE LUKE THEATRE
5,000
SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOL
SANTA BARBARA
,
CA
93105
NONE
PC
GENERAL OPERATING SUPPORT
5,000
SANTA BARBARA PRO SKILLS ACADEMY
309 MOHAWK RD
SANTA BARBARA
,
CA
93109
NONE
PC
SUPPORT THE SANTA BARBARA BALLERS
5,000
SOUTH COAST REPERTORY
655 TOWN CENTER DRIVE PO BOX 2197
COSTA MESA
,
CA
92628
NONE
PC
GENERAL OPERATING SUPPORT
5,000
THE MARINE MAMMAL CENTER
2000 BUNKER ROAD FORT CRONKHITE
SAUSALITO
,
CA
94965
NONE
PC
GENERAL OPERATING SUPPORT
5,000
LEMARS ARTS COUNCIL
200 CENTRAL AVE SE PO BOX 723
LEMARS
,
IA
51031
NONE
PC
GENERAL OPERATING SUPPORT
5,000
NATIONAL INDIGENOUS WOMENS RESOURCE CENTER
PO BOX 99
LAME DEER
,
MT
59043
NONE
PC
SAFETY AND WELLBEING OF NATIVE AMERICAN WOMEN
5,000
GLOBAL CITIZEN
594 BROADWAY STE 207
NEW YORK
,
NY
10012
NONE
PC
GENERAL OPERATING SUPPORT
5,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREET
NEW YORK
,
NY
10168
NONE
PC
GENERAL OPERATING SUPPORT
5,000
RAINFOREST ALLIANCE
233 BROADWAY 28TH FLOOR
NEW YORK
,
NY
10279
NONE
PC
AMAZON FIRE CRISIS
5,000
THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION
8 WEST 40TH STREET 12 FLOOR
NEW YORK
,
NY
10018
NONE
PC
GENERAL OPERATING SUPPORT
5,000
RAINFOREST TRUST
PO BOX 841
WARRENTON
,
VA
20188
NONE
PC
PROTECT INDIGENOUS LANDS THROUGHOUT THE PERUVIAN AMAZON
5,000
CENTER FOR WHALE RESEARCH
355 SMUGGLERS COVE RD
FRIDAY HARBOR
,
WA
98250
NONE
PC
GENERAL OPERATING SUPPORT
5,000
PREFUND
1459 18TH ST STE 216
SAN FRANCISCO
,
CA
94107
NONE
PC
YOUTH EDUCATION
4,000
BUCK INSTITUTE FOR AGE RESEARCH
8001 REDWOOD BLVD
NOVATO
,
CA
94945
NONE
PC
HEALTH & AGING RESEARCH
3,000
LAGUNA BLANCA SCHOOL
4125 PALOMA DRIVE
SANTA BARBARA
,
CA
93110
NONE
PC
GENERAL OPERATING SUPPORT
2,500
PENINSULA SENIORS
602 DEEP VALLEY DRIVE SUITE 310
ROLLING HILLS ESTATES
,
CA
90274
NONE
PC
GENERAL OPERATING SUPPORT
2,500
WE ARE BRAVE TOGETHER
6040 GROVEOAK PLACE
RANCHO PALOS VERDES
,
CA
90275
NONE
PC
RETREAT SCHOLARSHIP FUND FOR SPECIAL NEEDS MOTHERS
2,500
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STREET
NEW YORK
,
NY
10024
NONE
PC
GENERAL OPERATING SUPPORT
2,500
SANTA BARBARA HIGH SCHOOL THEATER FOUNDATION
700 EAST ANAPAMU STREET
SANTA BARBARA
,
CA
93103
NONE
PC
MATILDA PRODUCTION COSTS
1,500
SEEDS OF AFRICA FOUNDATION
601 WEST 26TH STREET NO 325-47
NEW YORK
,
NY
10001
NONE
PC
GENERAL OPERATING SUPPORT
1,500
ELINGS PARK FOUNDATION
1298 LAS POSITAS ROAD
SANTA BARBARA
,
CA
93105
NONE
PC
GENERAL OPERATING SUPPORT
1,000
ACTIVE MINDS INC
2001 S STREET NW SUITE 630
WASHINGTON
,
DC
20009
NONE
PC
GENERAL OPERATING SUPPORT
1,000
GARDENS FOR HEALTH INTERNATIONAL
9 WATERHOUSE STREET
CAMBRIDGE
,
MA
02138
NONE
PC
GENERAL OPERATING SUPPORT
1,000
THE CARPENTER'S BOAT SHOP
440 OLD COUNTY RD
PEMAQUID
,
ME
04558
NONE
PC
GENERAL OPERATING SUPPORT
1,000
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVENUE
BROOKLYN
,
NY
11217
NONE
PC
GENERAL OPERATING SUPPORT
1,000
BROOKLYN MUSEUM
200 EASTERN PARKWAY
BROOKLYN
,
NY
11238
NONE
PC
GENERAL OPERATING SUPPORT
1,000
THE GARRISON INSTITUTE
PO BOX 532
GARRISON
,
NY
10524
NONE
PC
GENERAL OPERATING SUPPORT
1,000
1 FOR THE PLANET
47 MAPLE STREET SUITE 103
BURLINGTON
,
VT
05401
NONE
PC
GENERAL OPERATING SUPPORT
1,000
Total
.................................
3a
3,345,000
b
Approved for future payment
REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
ONE SHIELDS AVENUE
DAVIS
,
CA
95616
NONE
PC
SUPPORT SEADOC SOCIETY'S GENERAL RESEARCH
300,000
FREE SPIRIT MEDIA
906 S HOMAN FLOOR 5
CHICAGO
,
IL
60624
NONE
PC
HAROLD RAMIS SCHOLARSHIP
75,000
MATRICULATE
120 EAST 23RD STREET
NEW YORK
,
NY
10010
NONE
PC
GENERAL OPERATING SUPPORT
40,000
Total
.................................
3b
415,000
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
526,918
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
27,732
8
Gain or (loss) from sales of assets other than
inventory
............
18
378,252
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER INCOME
01
1,991
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
934,893
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
934,893
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description