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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$85,505,349
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... 401,750 401,750  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,597,909
b Gross sales price for all assets on line 6a 15,769,749
7 Capital gain net income (from Part IV, line 2)... 1,701,050
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)....... 22,131 250,193 0
12 Total. Add lines 1 through 11........ 2,021,790 2,352,993 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 19,190 4,360 0 13,080
c Other professional fees (attach schedule).... 599,647 149,914 0 449,735
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 178,773 198 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,265 566 0 1,699
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 750 188 0 562
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 800,625 155,226 0 465,076
25 Contributions, gifts, grants paid....... 2,712,689 3,510,000
26 Total expenses and disbursements. Add lines 24 and 25 3,513,314 155,226 0 3,975,076
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,491,524
b Net investment income (if negative, enter -0-) 2,197,767
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 2,539 1,963 1,963
2 Savings and temporary cash investments......... 727,294 2,426,770 2,426,770
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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.......... 57,563 7,284 7,284
10a Investments—U.S. and state government obligations (attach schedule) 1,627,975 Click to see attachment155,334 155,334
b Investments—corporate stock (attach schedule)....... 12,251,554 Click to see attachment12,917,852 12,917,852
c Investments—corporate bonds (attach schedule)....... 4,507,856 Click to see attachment1,595,597 1,598,597
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 58,312,134 Click to see attachment68,380,812 68,380,812
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment82,327 Click to see attachment16,737 Click to see attachment16,737
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 77,569,242 85,502,349 85,505,349
Liabilities 17 Accounts payable and accrued expenses.......... 69,903 56,521
18 Grants payable................. 2,752,460 1,935,149
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 attachment514,968 Click to see attachment643,095
23 Total liabilities (add lines 17 through 22)......... 3,337,331 2,634,765
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 67,558,654 75,413,077
25 Net assets with donor restrictions............ 6,673,257 7,454,507
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 74,231,911 82,867,584
30 Total liabilities and net assets/fund balances (see instructions). 77,569,242 85,502,349
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
74,231,911
2
Enter amount from Part I, line 27a .....................
2
-1,491,524
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10,128,115
4
Add lines 1, 2, and 3 ..........................
4
82,868,502
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
918
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
82,867,584
Form 990-PF (2020)
Form 990-PF (2020)
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, LP P 2020-12-31 2020-12-31
c WHITTIER INTERNATIONAL FUND A LP (LAYT) P 2020-12-31 2020-12-31
d WHITTIER INTERNATIONAL FUND A LP P 2020-12-31 2020-12-31
e WHITTIER SMALL CAP FUND P 2020-12-31 2020-12-31
WHITTIER SMALL CAP FUND (LAYT) P 2020-12-31 2020-12-31
WHITTIER VALUE FUND A, LP (LAYT) P 2020-12-31 2020-12-31
WHITTIER VALUE FUND A, LP P 2020-12-31 2020-12-31
(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 15,769,749   15,200,143 569,606
b       -8,803
c       -19,772
d       -249,529
e       1,146,639
      88,978
      12,994
      160,937
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       569,606
b       -8,803
c       -19,772
d       -249,529
e       1,146,639
      88,978
      12,994
      160,937
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 1,701,050
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 30,549
c All other domestic foundations enter 1.39% 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 30,549
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 30,549
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 30,423
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,423
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 14,874
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet14,874 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 the instructions
for the 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    BRYCE W RHODES VICE PRESIDENT
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    WINIFRED W RHODES VICE PRESIDENT
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    PEGINE E GRAYSON SECRETARY/EXECUTIVE DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    DAVID A DAHL CHIEF FINANCIAL OFFICER
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    MICHAEL J CASEY DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    MARCIA W CONSTANCE DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    BRETT E HODGES DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    BRIAN M HODGES DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    ADAM J RHODES DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    EMERY W RHODES DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    ARLO G SORENSEN DIRECTOR
    2.00
    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 (2020)
    Form 990-PF (2020)
    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 SVCS & INVESTMENT MGMT 599,647
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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 (2020)
    Form 990-PF (2020)
    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
    17,264,429
    b
    Average of monthly cash balances.......................
    1b
    1,345,463
    c
    Fair market value of all other assets (see instructions)................
    1c
    57,965,893
    d
    Total (add lines 1a, b, and c).........................
    1d
    76,575,785
    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
    76,575,785
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,148,637
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    75,427,148
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,771,357
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,771,357
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    30,549
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,549
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,740,808
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,740,808
    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
    3,740,808
    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
    3,975,076
    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
    3,975,076
    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
    3,975,076
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,740,808
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 720,166
    e From 2019...... 607,428
    fTotal of lines 3a through e........ 1,327,594
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,975,076
    a Applied to 2019, 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 2020 distributable amount..... 3,740,808
    e Remaining amount distributed out of corpus 234,268
    5 Excess distributions carryover applied to 2020. 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 1,561,862
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    1,561,862
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 720,166
    d Excess from 2019.... 607,428
    e Excess from 2020.... 234,268
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067
    NONE PC NEW ADOPTIONS BUILDING CAPITAL CAMPAIGN 715,000
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067
    NONE PC GENERAL OPERATING 480,000
    BOYS & GIRLS CLUBS OF METRO LOS ANGELES- TENNIS ACADEMY
    800 S FIGUEROA ST SUITE 950
    LOS ANGELES,CA90017
    NONE PC BGCMLA TENNIS ACADEMY & GENERAL OPERATING SUPPORT 275,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
    ONE SHIELDS AVENUE
    DAVIS,CA95616
    NONE PC SUPPORT SEADOC SOCIETY'S GENERAL RESEARCH 210,000
    CRYSTAL COVE CONSERVANCY
    5 CRYSTAL COVE
    NEWPORT COAST,CA92657
    NONE PC NORTH BEACH INFRASTRUCTURE PROJECT 100,000
    SANTA BARBARA HISTORICAL MUSEUM
    136 EAST DE LA GUERRA STREET
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING SUPPORT 100,000
    LONG LIVE THE KINGS
    1326 5TH AVENUE 450
    SEATTLE,WA98101
    NONE PC GENERAL OPERATING SUPPORT 70,000
    AFRICAN WOMEN RISING
    801 COLD SPRING ROAD
    SANTA BARBARA,CA93108
    NONE PC GENERAL OPERATING SUPPORT 65,500
    LOBERO THEATRE FOUNDATION
    33 E CANON PERDIDO STREET
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING SUPPORT 65,000
    SANTA BARBARA EQUINE ASSISTANCE & EVACUATION TEAM
    PO BOX 60535
    SANTA BARBARA,CA93160
    NONE PC RENNOVATION OF ARENAS & BARNS AT EARL WARREN SHOWGROUNDS 50,000
    AQUARIUM OF THE PACIFIC
    100 AQUARIUM WAY
    LONG BEACH,CA90802
    NONE PC GENERAL OPERATING SUPPORT 40,000
    INSTITUTE FOR JUSTICE
    901 NORTH GLEBE ROAD
    ARLINGTON,VA22203
    NONE PC GENERAL OPERATING SUPPORT 35,000
    CASA DEL HERRERO
    PO BOX 5612
    SANTA BARBARA,CA93108
    NONE PC GENERAL OPERATING SUPPORT 30,000
    UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION CAL MEN'S LACROSSE
    2301 BANCROFT WAY 4420
    BERKELEY,CA94720
    NONE PC CAL MEN'S LACROSSE CLUB 30,000
    WOODLAND PARK ZOOLOGICAL SOCIETY
    5500 PHINNEY AVENUE N
    SEATTLE,WA98103
    NONE PC $15K FOR BIRD CARE & CONSERVATION & $15K FOR GENERAL OPERATING 30,000
    FREE SPIRIT MEDIA
    906 S HOMAN FLOOR 5
    CHICAGO,IL60624
    NONE PC HAROLD RAMIS SCHOLARSHIP 25,000
    AFRICAN WOMEN RISING
    801 COLD SPRING ROAD
    SANTA BARBARA,CA93108
    NONE PC TRANSPORT SUPPORT 25,000
    CANCER FOUNDATION OF SANTA BARBARA
    601 W JUNIPERO STREET
    SANTA BARBARA,CA93105
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 1
    LOS ANGELES,CA90027
    NONE PC GENERAL OPERATING SUPPORT 25,000
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067
    NONE PC SPRING FLING - GENERAL OPERATING SUPPORT 25,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY RD
    SANTA BARBARA,CA93108
    NONE PC SCHOLARSHIP SUPPORT 25,000
    SANTA BARBARA CITY COLLEGE FOUNDATION
    721 CLIFF DRIVE
    SANTA BARBARA,CA93109
    NONE PC ESL SCHOLARSHIP SUPPORT 25,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101
    NONE PC THE HOPE RANCH COMMUNITY FUND 25,000
    TARA HALL HOME FOR BOYS
    PO BOX 955
    GEORGETOWN,SC29442
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CATE SCHOOL
    1960 CATE MESA ROAD
    CARPINTERIA,CA93013
    NONE PC SUPPORT STUDENTS DOING ENVIRONMENTAL WORK 20,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC RAINFOREST RESCUE (AUSTRALIA) 20,000
    EQUUS SURVIVAL TRUST
    130 LUMBER PLANT ROAD
    LOWGAP,NC27024
    NONE PC RARE-STEED DNA FUND - PARENT VERIFICATION & DATABASE TRACKING 20,000
    MATRICULATE
    1375 CONEY ISLAND AVE PMB 1011
    BROOKLYN,NY11230
    NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101
    NONE PC KEY CLASS 20,000
    SEATTLE AQUARIUM
    1483 ALASKAN WAY PIER 59
    SEATTLE,WA98101
    NONE PC GENERAL OPERATING SUPPORT 20,000
    THE NATURE CONSERVANCY
    201 MISSION STREET FLOOR 4
    SAN FRANCISCO,CA94105
    NONE PC GENERAL OPERATING SUPPORT 19,000
    A ROCHA USA
    PO BOX 223
    WHEATON,IL60187
    NONE PC KARIOI PROJECT IN RAGLAND, NZ 15,000
    ARBORETUM FOUNDATION
    2300 ARBORETUM DRIVE EAST
    SEATTLE,WA98112
    NONE PC GENERAL OPERATING SUPPORT 15,000
    DYNAMIC GIRLS INC
    3654 MONON ST
    LOS ANGELES,CA90027
    NONE PC ADOBE SUMMIT & GENERAL OPERATING SUPPORT 15,000
    FRIENDS OF THE AUSTRALIAN BUSH HERITAGE FUND
    PO BOX 2013
    FORT BRAGG,CA95437
    NONE PC BUSHFIRE RECOVERY & BUILDING BUSHFIRE RESILIENCE IN AUSTRALIA 15,000
    GANNA WALSKA LOTUSLAND
    695 ASHLEY ROAD
    SANTA BARBARA,CA93108
    NONE PC LOTUSLAND BOOK - CREATION & PUBLICATION 15,000
    NEW VILLAGE GIRLS ACADEMY NEW VILLAGE CHARTER SCHOOL INC
    147 N OCCIDENTAL BOULEVARD
    LOS ANGELES,CA90026
    NONE PC ANNUAL GALA SUPPORT 15,000
    NINOS DEL SOL INC
    154 GRAND STREET LOBBY
    NEW YORK,NY10013
    NONE PC COSTA VERDE GENERAL OPERATING SUPPORT 15,000
    ORCAS ISLAND CHAMBER MUSIC FESTIVAL
    PO BOX 646
    EASTSOUND,WA98245
    NONE PC GENERAL OPERATING SUPPORT 15,000
    ORCAS ISLAND COMMUNITY FOUNDATION
    PO BOX 1496
    EASTSOUND,WA98245
    NONE PC GENERALLY OPERATING SUPPORT 15,000
    ORCAS RECYCLING SERVICES
    PO BOX 91
    EASTSOUND,WA98245
    NONE PC FOR EXCHANGE/RECYCLING CENTER 15,000
    SANTA BARBARA BUCKET BRIGADE
    PO BOX 50640
    SANTA BARBARA,CA93150
    NONE PC GENERAL OPERATING SUPPORT 15,000
    THE OJAI FOUNDATION
    PO BOX 999
    OJAI,CA93024
    NONE PC MUTUNYI PERMACULTURE TRAINING CENTER - MERU, KENYA 15,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC XTREME ZERO WASTE RAGLAN PLASTIC PROJECT 13,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC FISH & GAME NEW ZEALAND - AUCKLAND/WAIKATO REGION 13,000
    ISHA FOUNDATION
    951 ISHA LANE
    MCMINNVILLE,TN37110
    NONE PC A PAN-AMERICAN TRIP TO EXPLORE THE CULTURAL LEGACY OF NATIVE AMERICAN CIVILIZATIONS 12,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
    9500 GILMAN DRIVE MAIL CODE 0940
    LA JOLLA,CA92093
    NONE PC TO SUPPORT SCRIPPS INSTITUTION OF OCEANOGRAPHY 12,000
    BAPTIST HEALTH FOUNDATION
    6855 S RED ROAD
    CORAL GABLES,FL33146
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CARE4PAWS
    PO BOX 60524
    SANTA BARBARA,CA93160
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS
    598 N FAIRVIEW AVENUE
    GOLETA,CA93117
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CEU DO NOVO MUNDO INC
    860 FIDDLESTICKS DR
    BEN LOMOND,CA95005
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC ARTS NORTHERN RIVERS (AUSTRALIA) 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC BIG SCRUB LANDCARE (AUSTRALIA) 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC MONASH GALLERY OF ART (AUSTRALIA) 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC HEAD ON PHOTO FESTIVAL (AUSTRALIA) 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC BALLARAT INTERNATIONAL FOTO BIENNALE 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC AUSTRALIAN CONSERVATION FOUNDATION 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC CATHY FREEMAN FOUNDATION (AUSTRALIA) 10,000
    COASTAL RANCHES CONSERVANCY
    1482 E VALLEY RD STE 135
    SANTA BARBARA,CA93108
    NONE PC GENERAL OPERATING SUPPORT 10,000
    COMMUNITY ARTS MUSIC ASSOCIATION OF SANTA BARBARA
    2060 ALAMEDA PADRE SERRA SUITE 201
    SANTA BARBARA,CA93103
    NONE PC GENERAL OPERATING SUPPORT 10,000
    COURT APPOINTED SPECIAL ADVOCATES OF SANTA BARBARA COUNTY
    2125 S BROADWAY SUITE 106
    SANTA MARIA,CA93454
    NONE PC GENERAL OPERATING SUPPORT 10,000
    FOODBANK OF SANTA BARBARA COUNTY
    4554 HOLLISTER AVENUE
    SANTA BARBARA,CA93110
    NONE PC GENERAL OPERATING SUPPORT 10,000
    FOTOFEST INC
    2000 EDWARDS STREET BLDG C STE 2
    HOUSTON,TX77007
    NONE PC GENERAL OPERATING SUPPORT 10,000
    HEAL THE OCEAN
    PO BOX 90106
    SANTA BARBARA,CA93190
    NONE PC GENERAL OPERATING SUPPORT 10,000
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067
    NONE PC HOPE TELETHON - GENERAL OPERATING SUPPORT 10,000
    HELPING HANDS OF GEORGETOWN
    1813 HIGHMARKET STREET
    GEORGETOWN,SC29440
    NONE PC GENERAL OPERATING SUPPORT 10,000
    ISHA FOUNDATION
    951 ISHA LANE
    MCMINNVILLE,TN37110
    NONE PC GENERAL OPERATING SUPPORT 10,000
    LOS ANGELES CITY FIRE DEPARTMENT FOUNDATION
    1700 STADIUM WAY SUITE 100
    LOS ANGELES,CA90012
    NONE PC LOS ANGELES FIRE DEPARTMENT - ANTIBODY SEROLOGY TESTING 10,000
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236
    NONE PC $5K SHARKS & RAYS & $5K CORAL HEALTH & DISEASE RESEARCH 10,000
    ORANGE COUNTY UNITED WAY
    18012 MITCHELL SOUTH
    IRVINE,CA92614
    NONE PC GENERAL OPERATING SUPPORT 10,000
    PEDIATRIC CANCER RESEARCH FOUNDATION
    17932 SKY PARK CIRCLE SUITE E
    IRVINE,CA92614
    NONE PC REBOUNDER FOR RHODES 10,000
    PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CENTER
    2029 UNIVERSITY AVE STE 200
    BERKELEY,CA94704
    NONE PC GENERAL OPERATING SUPPORT 10,000
    PHOTOGRAPHERS WITHOUT BORDERS
    23 DIVISION ST
    SARATOGA SPRINGS,NY12866
    NONE PC GENERAL OPERATING SUPPORT 10,000
    SAINT FRANCES ANIMAL CENTER
    125 RIDGE ST
    GEORGETOWN,SC29440
    NONE PC GENERAL OPERATIONS SUPPORT 10,000
    SANTA BARBARA HISTORICAL MUSEUM
    136 EAST DE LA GUERRA STREET
    SANTA BARBARA,CA93101
    NONE PC A FUTURE EXHIBITION PROJECT ENTITLED THE "HISTORY OF WINEMAKING." 10,000
    STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES
    397 PANAMA MALL
    STANFORD,CA94305
    NONE PC GENERAL OPERATING SUPPORT FOR THE SCHOOL OF EARTH & SCIENCES 10,000
    STATE STREET BALLET
    2285 LAS POSITAS RD
    SANTA BARBARA,CA93105
    NONE PC GENERAL OPERATING SUPPORT 10,000
    TEACH MY PEOPLE
    PO BOX 2848
    PAWLEYS ISLAND,SC29585
    NONE PC GENERAL OPERATING SUPPORT 10,000
    THE DALMATIANS DREAM FOUNDATION DBA DREAM FOUNDATION
    621 CHAPALA STREET SUITE D
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING SUPPORT 10,000
    THE FRIENDSHIP PADDLE
    920 GARDEN STREET SUITE A
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING SUPPORT 10,000
    THE OJAI FOUNDATION
    PO BOX 999
    OJAI,CA93024
    NONE PC WHEEL OF LIFE - GENERAL OPERATING SUPPORT 10,000
    THE SANTA BARBARA RESPONSE NETWORK
    115 W CANON PERDIDO ST
    SANTA BARBARA,CA93101
    NONE PC RESTRICTED SUPPORT THE LOST ART OF LOVE LETTERS 10,000
    THE VILLAGE GROUP
    PO BOX 700
    GEORGETOWN,SC29442
    NONE PC GENERAL OPERATING SUPPORT 10,000
    UNITED BOYS & GIRLS CLUBS OF SANTA BARBARA COUNTY
    PO BOX 1485
    SANTA BARBARA,CA93102
    NONE PC CAMP WHITTIER 10,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    UNIVERSITY PARK CAMPUS
    LOS ANGELES,CA90089
    NONE PC USC SCHOOL OF ACCOUNTING SCHOLARSHIP FUND 10,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    407 GERBERDING HALL CAMPUS BOX
    351210
    SEATTLE,WA98195
    NONE PC AIRLIFT NORTHWEST PROGRAM 10,000
    GLOBAL CITIZEN
    594 BROADWAY
    NEW YORK,NY10012
    NONE PC GENERAL OPERATING SUPPORT 8,000
    NATIVE AMERICANS IN PHILANTHROPY
    1000 N ALAMEDA ST
    LOS ANGELES,CA90012
    NONE PC RESPONSE TO COVID-19 7,000
    ACTIVE MINDS INC
    2001 S STREET NW
    WASHINGTON,DC20009
    NONE PC GENERAL OPERATING SUPPORT 6,000
    350 ORG
    PO BOX 843004
    BOSTON,MA02284
    NONE PC GENERAL OPERATING SUPPORT 5,000
    ALTA VISTA FOUNDATION
    325 EAST FIGUEROA STREET
    SANTA BARBARA,CA93101
    NONE PF GENERAL OPERATING SUPPORT 5,000
    AUTRY MUSEUM OF THE AMERICAN WEST
    4700 WESTERN HERITAGE WAY
    LOS ANGELES,CA90027
    NONE PC 2020 MASTERS SHOW 5,000
    BEHAPPY LIVING INC
    35855 BEACH RD
    CAPISTRANO BEACH,CA92624
    NONE PC GENERAL OPERATING SUPPORT 5,000
    BERKELEY HALL SCHOOL
    16000 MULHOLLAND DR
    LOS ANGELES,CA90049
    NONE PC GENERAL OPERATING SUPPORT 5,000
    BOULDER MOUNTAIN CLAYWORKS
    471 E 10TH ST B-6
    KETCHUM,IN83340
    NONE PC GENERAL OPERATING SUPPORT 5,000
    BROOKGREEN GARDENS
    PO BOX 3368
    PAWLEYS ISLAND,SC29585
    NONE PC CHICORA WOOD RICE MILL EQUIPMENT 5,000
    CALIFORNIA TROUT
    360 PINE ST
    SAN FRANCISCO,CA94104
    NONE PC GENERAL OPERATING SUPPORT 5,000
    CENTER FOR WHALE RESEARCH
    355 SMUGGLERS COVE RD
    FRIDAY HARBOR,WA98250
    NONE PC GENERAL OPERATING SUPPORT 5,000
    CHANNEL ISLANDS RESTORATION
    928 CARPINTERIA ST STE 3
    SANTA BARBARA,CA93103
    NONE PC GENERAL OPERATING SUPPORT 5,000
    CLEAN AIR TASK FORCE INC
    114 STATE STREET
    BOSTON,MA02109
    NONE PC GENERAL OPERATING SUPPORT 5,000
    COALITION FOR RAINFOREST NATIONS SECRETARIAT
    52 VANDERBILT AVENUE 14TH FLOOR
    NEW YORK,NY10017
    NONE PC GENERAL OPERATING SUPPORT 5,000
    EARTH GUARDIANS INC
    3980 BROADWAY 103-229
    BOULDER,CO80304
    NONE PC GENERAL OPERATING SUPPORT 5,000
    EARTH ISLAND INSTITUTE
    2150 ALLSTON WAY
    BERKELEY,CA94704
    NONE PC WEA WOMEN'S EARTH ALLIANCE 5,000
    EQUINE PODIATRY EDUCATION FOUNDATION
    PO BOX 734
    LOS ALAMOS,CA93440
    NONE PC GENERAL OPERATING SUPPORT 5,000
    FARMWORKER JUSTICE FUND INC
    1126 16TH STREET NW
    WASHINGTON,DC20036
    NONE PC GENERAL OPERATING SUPPORT 5,000
    FOODBANK OF SANTA BARBARA COUNTY
    4554 HOLLISTER AVENUE
    SANTA BARBARA,CA93110
    NONE PC FOOD DISTRIBUTION IN SANTA BARBARA COUNTY DURING COVID-19 CRISIS 5,000
    FRIENDS OF OASIS
    801 NARCISSUS AVE
    CORONA DEL MAR,CA92625
    NONE PC THE FRIENDS OF OASIS IS DEDICATED TO PROVIDING QUALITY SERVICES, FINANCIAL & VOLUNTEER SUPPORT 5,000
    GUARDIAN TRAINING
    1922 WEBSTER STREET
    OAKLAND,CA94612
    NONE PC GENERAL OPERATING SUPPORT 5,000
    KLS LEGACY FOUNDATION
    PO BOX 941747
    SIMI VALLEY,CA93094
    NONE PC GENERAL OPERATING SUPPORT 5,000
    LAGUNA BLANCA SCHOOL
    4125 PALOMA DRIVE
    SANTA BARBARA,CA93110
    NONE PC GENERAL OPERATING SUPPORT 5,000
    ONE TREE PLANTED INC
    145 PINE HAVEN SHORES ROAD 1000D
    SHELBURNE,VT05482
    NONE PC TREES FOR CALIFORNIA 5,000
    OREGON BUSINESS & INDUSTRY ASSOCIATION RESEARCH AND EDUCATION
    1149 COURT ST NE
    SALEM,OR97301
    NONE PC WILDFIRE RELIEF IN OREGON 5,000
    PENINSULA COMMITTEE CHILDREN'S HOSPITAL
    P O BOX 801
    PALOS VERDES ESTATES,CA90274
    NONE PC FOR THE ANNUAL HORSE SHOW IN SUPPORT OF THE HOSPITAL 5,000
    PENINSULA SENIORS
    602 DEEP VALLEY DRIVE
    ROLLING HILLS ESTATES,CA90274
    NONE PC GENERAL OPERATING SUPPORT 5,000
    RODALE INSTITUTE
    611 SIEGFRIEDALE RD
    KUTZTOWN,PA19530
    NONE PC ORGANIC AGRICULTURE RESEARCH & TRAINING 5,000
    SAN DIEGO NATURAL HISTORY MUSEUM
    P O BOX 121390
    SAN DIEGO,CA92101
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SAN FRANCISCO-MARIN FOOD BANK
    900 PENNSYLVANIA AVE
    SAN FRANCISCO,CA94107
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SAN GABRIEL PASTORAL REGION
    16009 E CYPRESS AVE
    IRWINDALE,CA91706
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA PRO SKILLS ACADEMY
    403 CONEJO RD
    SANTA BARBARA,CA93108
    NONE PC SANTA BARBARA BALLERS 5,000
    SANTA YNEZ VALLEY HISTORICAL SOCIETY
    3596 SAGUNTO STREET
    SANTA YNEZ,CA93460
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SOUTH COAST REPERTORY
    655 TOWN CENTER DRIVE
    COSTA MESA,CA92626
    NONE PC GENERAL OPERATING SUPPORT 5,000
    THE ASPEN INSTITUTE
    1000 NORTH THIRD ST
    ASPEN,CO81611
    NONE PC GENERAL OPERATING SUPPORT 5,000
    THE NATURE CONSERVANCY
    201 MISSION STREET FLOOR 4
    SAN FRANCISCO,CA94105
    NONE PC MAURITIUS OIL SPILL RELIEF 5,000
    THE OJAI FOUNDATION
    PO BOX 999
    OJAI,CA93024
    NONE PC DRYLAND NATURAL RESOURCES CENTER GENERAL OPERATING SUPPORT 5,000
    USA WATER POLO
    6 MORGAN SUITE 150
    IRVINE,CA92618
    NONE PC GENERAL OPERATING SUPPORT 5,000
    THE SIERRA CLUB FOUNDATION
    2101 WEBSTER ST
    OAKLAND,CA94612
    NONE PC TOIYABE CHAPTER 4,000
    NATIONAL DOMESTIC VIOLENCE HOTLINE
    PO BOX 161810
    AUSTIN,TX78716
    NONE PC GENERAL OPERATING SUPPORT 3,000
    PRISON YOGA SANTA BARBARA
    315 MEIGS RD
    SANTA BARBARA,CA93109
    NONE PC REHABILITATIVE YOGA & MEDITATION CLASSES FOR INCARCERATED ADULTS & ADJUDICATED YOUTH 3,000
    CANCER SUPPORT COMMUNITY REDONDO BEACH
    109 W TORRANCE BLVD SUITE 100
    REDONDO BEACH,CA90277
    NONE PC GENERAL OPERATING SUPPORT 2,500
    WE ARE BRAVE TOGETHER
    6040 GROVEOAK PLACE
    RANCHO PALOS VERDES,CA90275
    NONE PC GENERAL OPERATING SUPPORT 2,500
    ARTOWN
    528 W 1ST ST
    RENO,NV89503
    NONE PC GENERAL OPERATING SUPPORT 2,000
    THE CARPENTER'S BOAT SHOP
    440 OLD COUNTY RD
    PEMAQUID,ME04558
    NONE PC GENERAL OPERATING SUPPORT 2,000
    THE GIVING BACK FUND
    6033 WEST CENTURY BLVD SUITE 350
    LOS ANGELES,CA90045
    NONE PC NEXUS 2,000
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST AT 79TH STREET
    NEW YORK,NY10024
    NONE PC GENERAL OPERATING SUPPORT 1,000
    CALIFORNIA ACADEMY OF SCIENCES
    55 MUSIC CONCOURSE DRIVE GOLDEN
    GATE PARK
    SAN FRANCISCO,CA94118
    NONE PC GENERAL OPERATING SUPPORT 1,000
    THE DIGDEEP RIGHT TO WATER PROJECT
    3308 DESCANSO DRIVE
    LOS ANGELES,CA90026
    NONE PC NAVAJO WATER PROJECT 1,000
    1 FOR THE PLANET
    47 MAPLE STREET SUITE 103
    BURLINGTON,VT05401
    NONE PC GENERAL OPERATING SUPPORT 500
    Total .................................bullet 3a 3,510,000
    bApproved for future payment
    CATE SCHOOL
    1960 CATE MESA ROAD
    CARPINTERIA,CA93013
    NONE PC SUPPORT STUDENTS DOING ENVIRONMENTAL WORK 80,000
    Total .................................bullet 3b 80,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 401,750  
    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 21,662  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,597,909  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        01 469  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,021,790 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,021,790
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,190 4,360 0 13,080

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50000 UNITS CITIGROUP INC PRFD 5.900%12/31/99 52,525 55,525
    75000 UNITS GOLDMAN SACHS GROUP INC PRFD 5.375%12/31/99 74,849 74,849
    6656 UNITS PIMCO ETF TR ENHAN SHRT MAT 679,179 679,179
    100000 UNITS AIR LEASE CORP NOTE 3.250% 3/01/25 107,069 107,069
    75000 UNITS FORD MOTOR CREDIT CO LLC NOTE 4.687% 6/09/25 79,969 79,969
    25000 UNITS FORD MOTOR CREDIT CO LLC NOTE 5.125% 6/16/25 27,183 27,183
    30000 UNITS OCCIDENTAL PETE CORP NOTE 3.400% 4/15/26 28,602 28,602
    70000 UNITS WELLS FARGO BANK NATL ASSN MTNF 3.550% 8/14/23 75,601 75,601
    44523.4 UNITS AMER 3.2 06/15/2028 43,414 43,414
    70000 UNITS NATIONSBANK CORP MTN SUB NT MTNF 8.570%11/15/24 89,707 89,707
    50000 UNITS CITIBANK NA N Y FRNT 7/23/21 50,145 50,145
    70000 UNITS CITIGROUP INC PRFD 12/31/99 70,105 70,105
    10000 UNITS COLUMBIA PPTY TR OPER PART NOTE 3.650% 8/15/26 10,453 10,453
    20000 UNITS VALERO ENERGY PARTNERS LP NOTE 4.375%12/15/26 23,151 23,151
    110000 UNITS WELLS FARGO & CO MTNV 1/31/38 99,550 99,550
    63000 UNITS WELLS FARGO & CO MTNV 5/19/27 59,535 59,535
    25000 UNITS ANADARKO PETE CORP DEB 7.200% 3/15/29 24,560 24,560

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Name of Stock End of Year Book Value End of Year Fair Market Value
    485 UNITS VANGUARD SHRT-TERM CORP 40,376 40,376
    205 UNITS ABBOTT LABS COM 22,445 22,445
    218 UNITS ABBVIE INC COM 23,359 23,359
    54 UNITS ADOBE SYS INC COM 27,006 27,006
    50 UNITS ALPHABET INC CL C 87,594 87,594
    8 UNITS AMAZON COM INC COM 26,055 26,055
    964 UNITS APPLE COMPUTER INC COM 127,913 127,913
    755 UNITS BANK OF AMERICA CORPORATION COM 22,884 22,884
    40 UNITS BIOGEN IDEC INC 9,794 9,794
    25 UNITS BLACKROCK INC CL A 18,039 18,039
    3 UNITS BOOKING HOLDINGS INC 6,682 6,682
    85 UNITS BRISTOL MYERS SQUIBB CO COM 5,273 5,273
    94 UNITS CHEVRON CORP COM 7,938 7,938
    295 UNITS CITIGROUP INC COM NEW 18,190 18,190
    50 UNITS DEERE & CO COM 13,453 13,453
    286 UNITS DISNEY WALT CO COM DISNEY 51,817 51,817
    191 UNITS EOG RES INC COM 9,525 9,525
    111 UNITS EVERSOURCE ENERGY COM 9,603 9,603
    214 UNITS GENERAL MLS INC COM 12,583 12,583
    212 UNITS GILEAD SCIENCES INC COM 12,351 12,351
    386 UNITS HESS CORP COM 20,377 20,377
    78 UNITS HILTON WORLDWIDE HLDGS INC COM 8,678 8,678
    93 UNITS ILLINOIS TOOL WKS INC COM 18,961 18,961
    43 UNITS INTUIT COM 16,334 16,334
    433 UNITS J P MORGAN CHASE & CO COM 55,021 55,021
    107 UNITS KIMBERLY CLARK CORP COM 14,427 14,427
    161 UNITS LOWE'S COS 25,842 25,842
    140 UNITS MARSH & MCLENNAN COS INC 16,380 16,380
    283 UNITS MERCK & CO INC COM 23,149 23,149
    373 UNITS MICROSOFT CORP COM 82,963 82,963
    120 UNITS MONDELEZ INTL INC CL A 7,016 7,016
    152 UNITS NEXTERA ENERGY INC COM 11,727 11,727
    370 UNITS NIKE INC CL B 52,344 52,344
    62 UNITS NVIDIA CORP COM 32,376 32,376
    206 UNITS PEPSICO INC COM 30,550 30,550
    457 UNITS PFIZER INC COM 16,822 16,822
    247 UNITS PROCTER & GAMBLE CO COM 34,368 34,368
    242 UNITS QUALCOMM INC COM 36,866 36,866
    58 UNITS S&P GLOBAL INC. 19,066 19,066
    265 UNITS SALESFORCE COM INC COM 58,970 58,970
    558 UNITS SCHWAB CHARLES CORP NEW COM 29,596 29,596
    20 UNITS SHERWIN WILLIAMS CO COM 14,698 14,698
    222 UNITS STARBUCKS CORP COM 23,750 23,750
    159 UNITS SYNCHRONY FINANCIAL COM 5,519 5,519
    221 UNITS TJX COS INC NEW COM 15,092 15,092
    83 UNITS T-MOBILE US INC COM 11,193 11,193
    200 UNITS TEXAS INSTRS INC COM 32,826 32,826
    53 UNITS THERMO FISHER SCIENTIFIC INC COM 24,686 24,686
    108 UNITS 3M CO 18,877 18,877
    40 UNITS UNITED PARCEL SERVICE INC CL B 6,736 6,736
    44 UNITS UNITEDHEALTH GROUP INC COM 15,430 15,430
    132 UNITS V F CORP COM 11,274 11,274
    170 UNITS VERIZON COMMUNICATIONS COM 9,988 9,988
    160 UNITS VISA INC COM CL A 34,997 34,997
    215 UNITS WALGREEN CO COM 8,574 8,574
    71 UNITS ACCENTURE PLC IRELAND SHS CLASS A 18,546 18,546
    206 UNITS EATON CORP PLC SHS 24,749 24,749
    122 UNITS MEDTRONIC PLC SHS 14,291 14,291
    159 UNITS APTIV PLC SHS 20,716 20,716
    743 UNITS AES CORP COM 17,461 17,461
    74 UNITS AMERICAN WTR WKS CO INC NEW COM 11,357 11,357
    85 UNITS CADENCE DESIGN SYSTEM INC COM 11,597 11,597
    112 UNITS MCCORMICK & CO INC COM NON VTG 10,707 10,707
    36 UNITS VERISK ANALYTICS INC COM 7,473 7,473
    56 UNITS VIATRIS INC COM 1,049 1,049
    153 UNITS XYLEM INC COM 15,574 15,574
    350 UNITS HOME DEPOT INC COM 92,967 92,967
    350 UNITS MERCK & CO INC COM 28,630 28,630
    350 UNITS MICROSOFT CORP COM 77,847 77,847
    345 UNITS SPDR TR S&P 500 128,989 128,989
    606 UNITS ISHARES RUSSELL 2000 INDEX 118,812 118,812
    462 UNITS AT&T INC COM 13,287 13,287
    567 UNITS ABBOTT LABS COM 62,081 62,081
    110 UNITS ADOBE SYS INC COM 55,013 55,013
    120 UNITS ALPHABET INC CL C 210,226 210,226
    86 UNITS AMAZON COM INC COM 280,096 280,096
    168 UNITS AMERICAN ELEC PWR INC COM 13,989 13,989
    202 UNITS AMPHENOL CORP NEW CL A 26,416 26,416
    150 UNITS ANTHEM, INC. COM 48,164 48,164
    2380 UNITS APPLE COMPUTER INC COM 315,802 315,802
    313 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW 72,575 72,575
    35 UNITS BLACKROCK INC CL A 25,254 25,254
    508 UNITS BLACKSTONE GROUP INC COM CL A 32,923 32,923
    124 UNITS BROADCOM INC 54,293 54,293
    125 UNITS CME GROUP INC COM 22,756 22,756
    349 UNITS CVS CORP COM 23,837 23,837
    383 UNITS CHEVRON CORP COM 32,344 32,344
    795 UNITS CITIGROUP INC COM NEW 49,020 49,020
    842 UNITS COMCAST CORP 44,121 44,121
    484 UNITS CONOCOPHILLIPS 19,355 19,355
    82 UNITS COSTCO WHSL CORP NEW COM 30,896 30,896
    195 UNITS DANAHER CORP DEL COM 43,317 43,317
    482 UNITS DISNEY WALT CO COM DISNEY 87,329 87,329
    344 UNITS FACEBOOK INC CL A 93,967 93,967
    211 UNITS FIRST REP BK SAN FRANCISCO C COM 31,002 31,002
    602 UNITS FORTIVE CORP COM 42,634 42,634
    380 UNITS GILEAD SCIENCES INC COM 22,139 22,139
    143 UNITS GOLDMAN SACHS GROUP INC COM 37,711 37,711
    415 UNITS HONEYWELL INTL INC COM 88,271 88,271
    61 UNITS INTUIT COM 23,171 23,171
    172 UNITS IQVIA HLDGS INC COM 30,817 30,817
    845 UNITS J P MORGAN CHASE & CO COM 107,374 107,374
    380 UNITS JOHNSON & JOHNSON COM 59,804 59,804
    1226 UNITS KINDER MORGAN INC DEL COM 16,759 16,759
    74 UNITS LAUDER ESTEE COS INC CL A 19,698 19,698
    310 UNITS MARSH & MCLENNAN COS INC COM 36,270 36,270
    719 UNITS MERCK & CO INC COM 58,814 58,814
    1205 UNITS MICROSOFT CORP COM 268,016 268,016
    609 UNITS MONDELEZ INTL INC CL A 35,608 35,608
    700 UNITS NIKE INC CL B 99,029 99,029
    394 UNITS NORFOLK SOUTHERN CORP COM 93,618 93,618
    180 UNITS NVIDIA CORP COM 93,996 93,996
    53 UNITS O REILLY AUTOMOTIVE INC NEW COM 23,986 23,986
    355 UNITS PEPSICO INC COM 52,647 52,647
    723 UNITS PFIZER INC COM 26,614 26,614
    340 UNITS PHILIP MORRIS INTL INC COM 28,149 28,149
    358 UNITS PROCTER & GAMBLE CO COM 49,812 49,812
    265 UNITS RAYTHEON TECHNOLOGIES CORP COM 18,950 18,950
    94 UNITS S&P GLOBAL INC. 30,901 30,901
    104 UNITS SALESFORCE COM INC COM 23,143 23,143
    75 UNITS SERVICENOW INC COM 41,282 41,282
    78 UNITS SHERWIN WILLIAMS CO COM 57,323 57,323
    787 UNITS STARBUCKS CORP COM 84,193 84,193
    1207 UNITS TJX COS INC NEW COM 82,426 82,426
    208 UNITS TEXAS INSTRS INC COM 34,139 34,139
    156 UNITS THERMO FISHER SCIENTIFIC INC COM 72,662 72,662
    155 UNITS 3M CO 27,092 27,092
    892 UNITS TRUIST FINL CORP COM 42,754 42,754
    162 UNITS TYSON FOODS INC CL A 10,439 10,439
    140 UNITS UNITEDHEALTH GROUP INC COM 49,095 49,095
    636 UNITS VALERO ENERGY CORP NEW COM 35,979 35,979
    363 UNITS VERIZON COMMUNICATIONS COM 21,326 21,326
    852 UNITS VISA INC COM CL A 186,358 186,358
    187 UNITS ACCENTURE PLC IRELAND SHS CLASS A 48,846 48,846
    429 UNITS EATON CORP PLC SHS 51,540 51,540
    276 UNITS APTIV PLC SHS 35,960 35,960
    1668 UNITS AES CORP COM 39,198 39,198
    204 UNITS CADENCE DESIGN SYSTEM INC COM 27,832 27,832
    196 UNITS KEYSIGHT TECHNOLOGIES INC COM 25,890 25,890
    159 UNITS UNITED RENTALS INC COM 36,874 36,874
    254 UNITS SPDR SERIES TRUST S&P BIOTECH 35,758 35,758
    1498 UNITS AMERICAN EXPRESS CO COM 181,123 181,123
    5992 UNITS APPLE COMPUTER INC COM 795,078 795,078
    1498 UNITS BOEING CO COM 320,662 320,662
    1498 UNITS CATERPILLAR INC DEL COM 272,666 272,666
    1498 UNITS CHEVRON CORP COM 126,506 126,506
    1498 UNITS CISCO SYS INC COM 67,036 67,036
    1498 UNITS COCA COLA CO COM 82,150 82,150
    1498 UNITS DISNEY WALT CO COM DISNEY 271,408 271,408
    1498 UNITS DOW INC COM 83,139 83,139
    1498 UNITS EXXON MOBIL CORP COM 61,748 61,748
    1498 UNITS GOLDMAN SACHS GROUP INC COM 395,038 395,038
    1498 UNITS HOME DEPOT INC COM 397,899 397,899
    1498 UNITS INTEL CORP COM 74,630 74,630
    1498 UNITS INTERNATIONAL BUSINESS MACHS COM 188,568 188,568
    1498 UNITS J P MORGAN CHASE & CO COM 190,351 190,351
    1498 UNITS JOHNSON & JOHNSON COM 235,755 235,755
    1498 UNITS MCDONALDS CORP COM 321,441 321,441
    1498 UNITS MERCK & CO INC COM 122,536 122,536
    1498 UNITS MICROSOFT CORP COM 333,185 333,185
    1498 UNITS NIKE INC CL B 211,922 211,922
    1498 UNITS PFIZER INC COM 55,141 55,141
    1498 UNITS PROCTER & GAMBLE CO COM 208,432 208,432
    1498 UNITS RAYTHEON TECHNOLOGIES CORP COM 107,122 107,122
    1498 UNITS 3M CO 261,835 261,835
    1498 UNITS TRAVELERS COMPANIES, INC COM 210,274 210,274
    1498 UNITS UNITEDHEALTH GROUP INC COM 525,319 525,319
    1498 UNITS VERIZON COMMUNICATIONS COM 88,008 88,008
    1498 UNITS VISA INC COM CL A 327,658 327,658
    1498 UNITS WAL MART STORES INC COM 215,937 215,937
    1498 UNITS WALGREEN CO COM 59,740 59,740
    185 UNITS VIATRIS INC COM 3,467 3,467

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    155,334
    State & Local Government Securities - End of Year Fair Market Value:


    155,334


    TY 2020 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 15,737,251 15,737,251
    WHITTIER VALUE FUND A, LP FMV 10,134,984 10,134,984
    WHITTIER INTERNATIONAL FUND, LP FMV 5,428,498 5,428,498
    WHITTIER ALTERNATIVE INVESTMENTS FMV 224,254 224,254
    WHITTIER CORPORATE AMERICA FUND, LP FMV 28,911,183 28,911,183
    WHITTIER INTERNATIONAL FUND A LP LAYT FMV 430,139 430,139
    WHITTIER SMALL CAP FUND LP LAYT FMV 1,221,185 1,221,185
    WHITTIER VALUE FUND A LP LAYT FMV 1,003,994 1,003,994
    OUTSIDE PARTNERSHIP INVESTMENTS FMV 2,270,373 2,270,373
    BELRIDGE US EQUITY FUND, LP FMV 3,018,951 3,018,951

    TY 2020 OtherAssetsSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST AND DIVIDENDS RECEIVABLE 82,327 16,737 16,737


    TY 2020 OtherDecreasesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Amount
    PRIOR PERIOD ADJUSTMENT 918


    TY 2020 OtherExpensesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 750 188 0 562


    TY 2020 OtherIncomeSchedule2
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PARTNERSHIP - CORPORATE AMERICA FUND   181,289  
    INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II   -13,147  
    INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND   -552  
    INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP (LAYT)   2,582  
    INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP   32,587  
    INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I   -5,642  
    INCOME FROM PARTNERSHIP - WHITTIER SMALL CAP FUND   -29,667  
    INCOME FROM PARTNERSHIP - WHITTIER SMALL CAP FUND (LAYT)   -2,311  
    INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP (LAYT)   6,685  
    INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP   71,963  
    INCOME FROM PARTNERSHIP - WHITTIER CORE FIXED INCOME FUND LLC   6,406  
    PARTNERSHIP DISTRIBUTION 21,662 0  
    OTHER INCOME 469   0


    TY 2020 OtherIncreasesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Amount
    UNREALIZED GAIN 10,128,115


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES PAYABLE 514,968 643,095


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION & INVESTMENT MANAGEMENT FEES 599,647 149,914 0 449,735


    TY 2020 TaxesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 198 198 0 0
    FEDERAL EXCISE TAX 178,488 0 0 0
    FILING FEES 87 0 0 0