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
THE CONFIDENCE 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

95-3500483
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$87,277,880
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... 483,997 483,997  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,059,929
b Gross sales price for all assets on line 6a 14,511,733
7 Capital gain net income (from Part IV, line 2)... 1,253,776
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)....... 35,567 298,120  
12 Total. Add lines 1 through 11........ 1,579,493 2,035,893  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 28,479 7,120   21,359
c Other professional fees (attach schedule).... 644,483 161,121   483,362
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 209,898 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,524 0   1,524
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 884,384 168,241   506,245
25 Contributions, gifts, grants paid....... 2,742,637 3,283,950
26 Total expenses and disbursements. Add lines 24 and 25 3,627,021 168,241   3,790,195
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,047,528
b Net investment income (if negative, enter -0-) 1,867,652
c Adjusted net income (if negative, enter -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............. 7,823 13,695 13,695
2 Savings and temporary cash investments......... 770,165 2,242,628 2,242,628
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.......... 25,669 62,466 62,466
10a Investments—U.S. and state government obligations (attach schedule) 1,899,826 Click to see attachment207,112 207,112
b Investments—corporate stock (attach schedule)....... 19,615,370 Click to see attachment22,212,490 22,212,490
c Investments—corporate bonds (attach schedule)....... 5,486,672 Click to see attachment1,043,430 1,043,430
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 47,980,642 Click to see attachment61,473,156 61,473,156
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment335,333 Click to see attachment22,903 Click to see attachment22,903
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 76,121,500 87,277,880 87,277,880
Liabilities 17 Accounts payable and accrued expenses.......... 53,900 61,039
18 Grants payable................. 1,135,840 592,028
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 attachment448,990 Click to see attachment623,981
23 Total liabilities (add lines 17 through 22)......... 1,638,730 1,277,048
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........... 74,482,770 86,000,832
25 Net assets with donor restrictions............    
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)..... 74,482,770 86,000,832
30 Total liabilities and net assets/fund balances (see instructions). 76,121,500 87,277,880
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
74,482,770
2
Enter amount from Part I, line 27a .....................
2
-2,047,528
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
13,565,590
4
Add lines 1, 2, and 3 ..........................
4
86,000,832
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
86,000,832
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 WHITTIER INTERNATIONAL FUND A P 2020-12-31 2020-12-31
c WHITTIER SMALL CAP FUND, LP P 2020-12-31 2020-12-31
d WHITTIER VALUE FUND A, LP P 2020-12-31 2020-12-31
e WHITTIER CORPORATE AMERICA FUND, 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 14,511,733   13,661,777 849,956
b       -164,134
c       575,296
d       5,731
e       -13,073
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       849,956
b       -164,134
c       575,296
d       5,731
e       -13,073
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 1,253,776
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 25,960
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 25,960
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 25,960
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 79,105
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 97,105
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 71,145
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet71,145 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
    CHEYENNA WHITTIER PRESIDENT/DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    MICHAEL J CASEY VICE PRESIDENT/DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    LINDA J BLINKENBERG VICE PRESIDENT/DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    DAVID A DAHL CFO/DIRECTOR
    2.00
    0 0 0
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    JULIE LYTLE NESBIT SECRETARY
    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
    KIMBERLY A WHITTIER 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 INVESTMENT MGMT & PHILANTHROPIC SVCS 644,483
    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
    24,754,896
    b
    Average of monthly cash balances.......................
    1b
    1,573,624
    c
    Fair market value of all other assets (see instructions)................
    1c
    61,496,059
    d
    Total (add lines 1a, b, and c).........................
    1d
    87,824,579
    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
    87,824,579
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,317,369
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    86,507,210
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,325,361
    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
    4,325,361
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    25,960
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,960
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,299,401
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,299,401
    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
    4,299,401
    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
    3,790,195
    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
    3,790,195
    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
    3,790,195
    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 4,299,401
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,155,655
    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......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,790,195
    a Applied to 2019, but not more than line 2a 3,155,655
    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..... 634,540
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 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 ..........
    3,664,861
    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 ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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
    SCRIPPS WHITTIER DIABETES INSTITUTE
    10140 CAMPUS POINT DRIVE
    SAN DIEGO,CA92121
    NONE PC ESTABLISH THE PAUL AND LUCY WHITTIER ENDOWMENT FOR DIABETES EDUCATION AND RESEARCH 200,000
    GREATER HORIZONS
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
    NONE PC TO SUPPORT VAROUS PUBLIC CHARITIES ON A WIDE VARIETY OF CAUSES. 180,000
    COVENANT HOUSE CALIFORNIA
    1325 N WESTERN AVE
    LOS ANGELES,CA90027
    NONE PC CRITICAL LIFE SKILLS & EDUCATION FOR YOUTH EXPERIENCING HOMELESSNESS IN LOS ANGELES 150,000
    CHILDREN'S HOSPITAL LOS ANGELES
    4650 SUNSET BLVD 1
    LOS ANGELES,CA90027
    NONE PC CRITICAL CARE EQUIPMENT 125,000
    PROVIDENCE HEALTH AND SERVICES FOUNDATION SAN FERNANDO AND SANTA CLARITA VA
    501 S BUENA VISTA STREET
    BURBANK,CA91505
    NONE PC MINUTES MATTER - PROVIDENCE SAINT JOSEPH MEDICAL CENTER EMERGENCY SERVICES CAMPAIGN 100,000
    BONNER COUNTY HOMELESS TRANSITIONS
    330 S FLORENCE
    SANDPOINT,ID83864
    NONE PC HELPING HOMELESS FAMILIES AND INDIVIDUALS ACHIEVE SELF-SUFFICIENCY AND INCREASE THE QUALITY OF THEIR LIVES. 80,000
    NEUROMUSCULAR DISEASE FOUNDATION
    269 S BEVERLY DRIVE
    BEVERLY HILLS,CA90212
    NONE PC GENE THERAPY OR GENE EDITING RESEARCH FOR GNE MYOPATHY 70,000
    LAKE PEND OREILLE WATERKEEPER
    PO BOX 732
    SANDPOINT,ID83864
    NONE PC GENERAL OPERATING SUPPORT AND EDUCATIONAL PROGRAMMING 60,000
    BAKERSFIELD HOMELESS CENTER
    1600 E TRUXTUN AVE
    BAKERSFIELD,CA93305
    NONE PC GENERAL OPERATING SUPPORT 54,000
    ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION
    PO BOX 86609
    LOS ANGELES,CA90086
    NONE PC TOGETHER WE RISE COVID-19 CAMPAIGN 50,000
    BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES
    11755 WILSHIRE BLVD SUITE 1670
    LOS ANGELES,CA90025
    NONE PC BBBSLA COLLEGE PREPARATION, ACCESS, AND COMPLETION PROGRAM 50,000
    BOY SCOUTS OF AMERICA GREATER LOS ANGELES AREA COUNCIL
    2333 SCOUT WAY
    LOS ANGELES,CA90026
    NONE PC SCOUTREACH: TO SUPPORT SCOUTING IN DISADVANTAGED, INNER-CITY COMMUNITIES 50,000
    CALIFORNIA INSTITUTE OF TECHNOLOGY
    1200 E CALIFORNIA BLVD
    PASADENA,CA91125
    NONE PC ROBERT BLINKENBURG SURF ENDOWMENT 50,000
    CANCER SUPPORT COMMUNITY PASADENA
    76 EAST DEL MAR BLVD SUITE 215
    PASADENA,CA91105
    NONE PC SUPPORT EDUCATIONAL AND PSYCHOSOCIAL FOR PEOPLE WITH CANCER, THEIR FAMILIES AND CARE GIVERS 50,000
    FRIENDS OF THE LOS ANGELES RIVER
    570 W AVENUE 26
    LOS ANGELES,CA90065
    NONE PC ENVIRONMENTAL EDUCATION AND L.A. RIVER CLEAN-UP EVENT 50,000
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067
    NONE PC CAPITAL CAMPAIGN FOR THE NEW ADOPTIONS BUILDING - CHALLENGE GRANT 50,000
    INNER CITY EDUCATION FOUNDATION
    3855 W SLAUSON AVE
    LOS ANGELES,CA90043
    NONE PC ICEF SOLAR PROJECT 50,000
    LOS ANGELES CITY FIRE DEPARTMENT FOUNDATION
    1700 STADIUM WAY SUITE 100
    LOS ANGELES,CA90012
    NONE PC PURCHASE 6 KAWASAKI PERSONAL WATERCRAFTS, REPAIRS AND MAINTENANCE 50,000
    MUSEIQUE
    300 E GREEN STREET 3RD FLOOR
    PASADENA,CA91101
    NONE PC GENERAL OPERATING SUPPORT 50,000
    NEUROMUSCULAR DISEASE FOUNDATION
    269 S BEVERLY DRIVE
    BEVERLY HILLS,CA90212
    NONE PC DR. CARRILLO'S GENERAL OPERATING SUPPORT 50,000
    ORANGE COUNTY COUNCIL BOY SCOUTS OF AMERICA
    1211 EAST DYER ROAD
    SANTA ANA,CA92705
    NONE PC OUTREACH INITIATIVE PROGRAM 50,000
    PARTNERS IN CARE FOUNDATION
    732 MOTT STREET SUITE 150
    SAN FERNANDO,CA91340
    NONE PC MULTIPURPOSE SENIOR SERVICES PROGRAM 50,000
    SANTA TERESITA
    819 BUENA VISTA STREET
    DUARTE,CA91010
    NONE PC THE CAMPAIGN FOR SANTA TERESITA - PHASE II - SECOND ASSISTED LIVING COTTAGE 50,000
    SAVE OSWIT CANYON INC
    1610 DUNHAM RD
    PALM SPRINGS,CA92264
    NONE PC GENERAL OPERATING SUPPORT 50,000
    TAFT UNION HIGH SCHOOL DISTRICT
    701 WILDCAT WAY
    TAFT,CA93268
    NONE GOV OIL TECHNOLOGY ACADEMY SCHOLARSHIP FUND (2020-2022) 50,000
    CONGREGATION OF THE RESURRECTION
    3601 N CALIFORNIA AVENUE
    CHICAGO,IL60618
    NONE PC GENERAL OPERATING SUPPORT 40,000
    FOSS WATERWAY SEAPORT
    705 DOCK STREET
    TACOMA,WA98402
    NONE PC SCIENCE ON-LINE EDUCATION 40,000
    LOS ANGELES CITY FIRE DEPARTMENT FOUNDATION
    1700 STADIUM WAY SUITE 100
    LOS ANGELES,CA90012
    NONE PC COVID-19 EMERGENCY RELIEF 35,000
    LOS ANGELES COUNTY FIRE DEPARTMENT FOUNDATION
    1320 NORTH EASTERN AVENUE
    LOS ANGELES,CA90063
    NONE PC SUPPORT COVID-19 EMERGENCY RELIEF 35,000
    GREATER HORIZONS
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
    NONE PC UCLA ALUMNI SCHOLARSHIP PROGRAM 30,000
    JACOBS & CUSHMAN SAN DIEGO FOOD BANK
    9850 DISTRIBUTION AVENUE
    SAN DIEGO,CA92121
    NONE PC COVID-19 EMERGENCY FOOD RELIEF PROGRAMS IN NORTH COUNTY SAN DIEGO 30,000
    NORTH IDAHO HIGH SCHOOL AEROSPACE PROGRAM INC
    PO BOX 1083
    SAGLE,ID83860
    NONE PC N"PROGRAM EXPANSION:" EXPAND ALL ASPECTS OF THE PROGRAMS TO IMPROVE OUR SERVICE TO STUDENTS AND EXPAND PARTICIPATION TO REACH MORE STUDENTS 30,000
    ARMED SERVICES YMCA CAMP PENDLETON
    200090 ASH ROAD WIRE MOUNTAIN ROAD
    OCEANSIDE,CA92058
    NONE PC COVID-19 EMERGENCY SERVICES: CHILD CARE CENTER FOR CAMP PENDLETON MILITARY FAMILIES 25,000
    BELLEVUE HIGH SCHOOL
    10416 SE WOLVERINE WAY
    BELLEVUE,WA98004
    NONE GOV SUPPORT REMOTE LEARNING AND EDUCATION AT HOME - PAUL WHITTIER 25,000
    BONNER COMMUNITY FOOD CENTER INC
    1707 CULVERS DRIVE
    SANDPOINT,ID83864
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CALIFORNIA SCIENCE CENTER FOUNDATION
    700 EXPOSITION PARK DRIVE
    LOS ANGELES,CA90037
    NONE PC 23RD ANNUAL DISCOVERY BALL AND PARTNERS IN LEARNING ANNUAL GIVING PROGRAM 25,000
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067
    NONE PC THE CARE AND ADOPTION OF HOMELESS PETS DURING COVID-19 25,000
    MAYOR'S FUND FOR LOS ANGELES
    200 N SPRING ST RM 305 B
    LOS ANGELES,CA90022
    NONE PC SUPPORT COVID-19 EMERGENCY RELIEF 25,000
    MODEL FOREST POLICY PROGRAM
    PO BOX 328
    SAGLE,ID83860
    NONE PC GENERAL OPERATING SUPPORT 25,000
    PACIFIC LEGAL FOUNDATION
    930 G STREET
    SACRAMENTO,CA95814
    NONE PC CENTER FOR THE SEPARATION OF POWERS 25,000
    PASADENA CONSERVATORY OF MUSIC (PCM)
    100 NORTH HILL AVENUE
    PASADENA,CA91106
    NONE PC GENERAL OPERATING SUPPORT FOR ONLINE MUSIC EDUCATION AND PERFORMANCES 25,000
    PROVIDENCE SAINT JOSEPH FOUNDATION
    501 S BUENA VISTA STREET
    BURBANK,CA91505
    NONE PC GENERAL OPERATING SUPPORT 25,000
    THE MUSEUM OF FLIGHT
    9404 E MARGINAL WAY SOUTH
    SEATTLE,WA98108
    NONE PC UPGRADES & ENHANCEMENTS TO THE PERSONAL COURAGE WING - WWI AND WWII EXHIBITS WHICH INCLUDE THE CURTIS JN-4D JENNY 25,000
    THE SAN DIEGO FOUNDATION
    2508 HISTORIC DECATUR RD
    SAN DIEGO,CA92106
    NONE PC AMY FOSTER SCHOLARSHIP FUND 25,000
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010
    NONE PC GENERAL OPERATING SUPPORT 20,000
    MUSIC CONSERVATORY OF SANDPOINT INC
    PO BOX 907
    SANDPOINT,ID83864
    NONE PC "GENERAL OPERATING SUPPORT" 20,000
    NORTH IDAHO HIGH SCHOOL AEROSPACE PROGRAM INC
    PO BOX 1083
    SAGLE,ID83860
    NONE PC BUILD A CUT-AWAY ARICRAFT ENGINE FOR TEACHING; ADD GAS PIPE TO HANGAR FOR HEATING; PURCHASE PARTS, INTERIOR AND PAINT FOR DONATED RV12 AIRCRAFT 20,000
    ROSE BOWL LEGACY FOUNDATION
    1001 ROSE BOWL DRIVE
    PASADENA,CA91103
    NONE PC ROSE BOWL INSTITUTE EDUCATIONAL INITIATIVE 20,000
    TRANSPACIFIC YACHT CLUB
    PO BOX 4232
    COSTA MESA,CA92628
    NONE PC SUPPORT THE TRANSPACIFIC RACE 20,000
    ALL SEATED IN A BARN
    1925 NUTE STREET
    BAKERSFIELD,CA93301
    NONE PC GENERAL OPERATING SUPPORT 15,000
    AQUARIUM OF THE PACIFIC
    100 AQUARIUM WAY
    LONG BEACH,CA90802
    NONE PC GENERAL OPERATING SUPPORT 15,000
    FOUR WINDS INC
    PO BOX 140
    DEER HARBOR,WA98243
    NONE PC GENERAL OPERATING SUPPORT 15,000
    GOLDEN EMPIRE GLEANERS
    1326 30TH ST UNIT A
    BAKERSFIELD,CA93301
    NONE PC FOOD BANK COVID-19 RELIEF FUND 15,000
    IDAHO FOODBANK WAREHOUSE INC DBA THE IDAHO FOODBANK
    555 SOUTH 1ST AVE
    POCATELLO,ID90012
    NONE PC COVID-19 FOOD BANK RELIEF FUND 15,000
    MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE
    3230 EL CAMINO REAL
    IRVINE,CA92602
    NONE PC GRANT WISHES FOR 2 CHILDREN 15,000
    CHAPMAN UNIVERSITY
    1 UNIVERSITY DRIVE
    ORANGE,CA92866
    NONE PC GENERAL OPERATING SUPPORT 13,000
    ALLIANCE COLLEGE-READY PUBLIC SCHOOLS
    601 SOUTH FIGUEROA STREET 4TH FLOOR
    LOS ANGELES,CA90017
    NONE PC SCHOLARSHIP SUPPORT PAYABLE OVER 2 YEARS 12,500
    BOY SCOUTS OF AMERICA GREATER LOS ANGELES AREA COUNCIL
    2333 SCOUT WAY
    LOS ANGELES,CA90026
    NONE PC GENERAL OPERATING SUPPORT 12,500
    PALOS VERDES ESTATES POLICE DEPARTMENT
    340 PALOS VERDES DRIVE WEST
    PALOS VERDES ESTATES,CA90274
    NONE GOV COMMUNITY GUN SAFETY COURSE/SUPPORT FOR SENIOR PROGRAM (PVECARES) 12,500
    BELLEVUE SCHOOLS FOUNDATION
    PO BOX 40644
    BELLEVUE,WA98015
    NONE PC SUPPORT SIGNS OF SUICIDE PROGRAM - PAUL WHITTIER 10,000
    BOYS & GIRLS CLUB OF NORTH SLO MID CENTRAL COAST
    901 N RAILROAD AVE
    SANTA MARIA,CA93458
    NONE PC GENERAL OPERATING SUPPORT 10,000
    BRIGHAM YOUNG UNIVERSITY
    1450 NORTH UNIVERSITY AVENUE
    PROVO,UT84604
    NONE PC $4,000 FOR BYU MEN'S BASEBALL TEAM, $4,000 FOR BYU CHEER SQUAD, $1,000 FOR THE BYU WOMEN'S SOFTBALL TEAM, $1,000 FOR BYU ATHLETIC DIRECTOR'S DISCRETIONARY FUND 10,000
    CALIFORNIA ART CLUB
    65 SOUTH GRAND AVENUE
    PASADENA,CA91105
    NONE PC 109TH ANNUAL GOLD MEDAL EXHIBITION GENERAL OPERATING SUPPORT AND PROGRAM FUNDING 10,000
    CLASSICAL TAHOE
    948 INCLINE WAY
    INCLINE VILLAGE,NV89451
    NONE PC GENERAL OPERATING SUPPORT 10,000
    COLORADO STATE UNIVERSITY FOUNDATION
    POBOX 1870
    FORT COLLINS,CO80522
    NONE PC SUPPORT FOUR PROGRAMS ($2,500 EACH STUDENT DISABILITY CTR, RAM AID, LITTLE SHOP OF PHYSICS & SOFTBALL) 10,000
    CRITTERS WITHOUT LITTERS
    4300 STINE ROAD 720
    BAKERSFIELD,CA93313
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    10350 SANTA MONICA BLVD SUITE 120
    LOS ANGELES,CA90025
    NONE PC GUTS & GLORY GALA 10,000
    CRYSTAL COVE CONSERVANCY
    5 CRYSTAL COVE
    NEWPORT COAST,CA92657
    NONE PC GENERAL OPERATING SUPPORT 10,000
    FACES SF
    1101 MASONIC AVE
    SAN FRANCISCO,CA94117
    NONE PC GENERAL OPERATING SUPPORT 10,000
    FRIENDS OF SCOTCHMAN PEAKS WILDERNESS
    PO BOX 2061
    SANDPOINT,ID83864
    NONE PC GENERAL OPERATING SUPPORT FOR SAVE THE WILD SCOTCHMANS 10,000
    HOMEBOY INDUSTRIES
    130 W BRUNO ST
    LOS ANGELES,CA90012
    NONE PC GENERAL OPERATING SUPPORT 10,000
    HUNTINGTON MEMORIAL HOSPITAL
    100 WEST CALIFORNIA BOULEVARD
    PASADENA,CA91109
    NONE PC GENERAL OPERATING SUPPORT 10,000
    MARE THERAPEUTIC RIDING CENTER
    PO BOX 21916
    BAKERSFIELD,CA93390
    NONE PC GENERAL OPERATION SUPPORT 10,000
    MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE
    3230 EL CAMINO REAL
    IRVINE,CA92602
    NONE PC CREATING LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES 10,000
    METHODIST HOSPITAL FOUNDATION
    300 W HUNTINGTON DR
    ARCADIA,CA91007
    NONE PC GENERAL OPERATING SUPPORT 10,000
    MOUNT SAINT MARY'S UNIVERSITY
    12001 CHALON ROAD
    LOS ANGELES,CA90049
    NONE PC GENERAL OPERATING SUPPORT 10,000
    MUST
    PO BOX 1540
    TEMPLETON,CA93465
    NONE PC NORTH SAN LUIS OBISPO COUNTY COMMUNITY PROJECTS 10,000
    NORTHWESTERN BAND OF THE SHOSHONE NATION
    707 NORTH MAIN STREET
    BRIGHAM CITY,UT84302
    NONE PC GENERAL OPERATING SUPPORT 10,000
    ORANGEWOOD FOUNDATION
    1575 EAST 17TH STREET
    SANTA ANA,CA92705
    NONE PC COVID-19 RELIEF SUPPORT 10,000
    PACIFIC BATTLESHIP CENTER
    250 S HARBOR BLVD
    SAN PEDRO,CA90731
    NONE PC GENERAL OPERATING SUPPORT 10,000
    PELICAN COVE COUNSELING CENTER
    240 S GARFIELD AVE
    ALHAMBRA,CA91801
    NONE PC GENERAL OPERATING SUPPORT 10,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    3003 S STATE STREET STE 8000
    ANN ARBOR,MI48109
    NONE PC DIAGNOSTIC TESTING SPECIFICALLY FOR COVID TESTING FOR ENTERING STUDENTS IN THE FALL. 10,000
    ROCK CREEK ALLIANCE
    PO BOX 2636
    SANDPOINT,ID83864
    NONE PC GENERAL OPERATING SUPPORT 10,000
    SAINT MARY'S COLLEGE OF CALIFORNIA
    1928 SAINT MARYS RD
    MORAGA,CA94575
    NONE PC GENERAL OPERATING SUPPORT 10,000
    SAINT MARY'S UNIVERSITY OF MINNESOTA
    700 TERRACE HEIGHTS 21
    WINONA,MN55987
    NONE PC GENERAL OPERATING SUPPORT 10,000
    STRENGTH OF SHADOW DOG RESCUE INC
    PO BOX 97
    BODFISH,CA93205
    NONE PC GENERAL OPERATING SUPPORT 10,000
    THE HARRAH AUTOMOBILE FOUNDATION
    10 SOUTH LAKE STREET
    RENO,NV89501
    NONE PC UNDERWRITE NEW STEM YOUTH EDUCATION INITIATIVE 10,000
    UPSIDE ACADEMY INC
    PO BOX 6056
    BAKERSFIELD,CA93386
    NONE PC GENERAL OPERATING SUPPORT 10,000
    YMCA OF ORANGE COUNTY
    13821 NEWPORT AVENUE
    TUSTIN,CA92780
    NONE PC PROVIDING CHILDCARE FOR FRONT LINE WORKERS (NURSES, DOCTORS, POLICE, FIRE FIGHTERS, ETC) DURING COVID 19 PANDEMIC 10,000
    ADVANCEMENT PROJECT
    1910 WEST SUNSET BLVD SUITE 500
    LOS ANGELES,CA90026
    NONE PC JUSTICE PROJECT 8,000
    PLANNED PARENTHOOD MAR MONTE
    1605 THE ALAMEDA
    SAN JOSE,CA95126
    NONE PC BAKERSFIELD HEALTH CENTER 8,000
    SPARK PROGRAM
    145 S SPRING ST SUITE 410
    LOS ANGELES,CA90012
    NONE PC GENERAL OPERATING SUPPORT ($7,500 MGRS GRANTS) 7,500
    I HAVE A DREAM FOUNDATION - LOS ANGELES
    3580 WILSHIRE BLVD
    LOS ANGELES,CA90010
    NONE PC GENERAL OPERATING SUPPORT 5,000
    A WALK ON WATER
    526 VICTORIA AVE
    VENICE,CA90291
    NONE PC AWOW SURF THERAPY FOR CHILDREN IN NEED 5,000
    ASSOCIATION FOR BLACK ECONOMIC POWER
    227 COLFAX AVE N
    MINNEAPOLIS,MN55405
    NONE PC PIMENTO RELIEF FUND 5,000
    AUTRY MUSEUM OF THE AMERICAN WEST
    4700 WESTERN HERITAGE WAY
    LOS ANGELES,CA90027
    NONE PC 2020 MASTERS SHOW 5,000
    CALLE MAYOR MIDDLE SCHOOL
    4800 CALLE MAYOR
    TORRANCE,CA90505
    NONE GOV STUDENT TECHNOLOGY SUPPORT 5,000
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010
    NONE PC GENITO-URINARY CANCER AND SUPPORTIVE CARE MEDICINE PROJECT 5,000
    CITY OF TORRANCE
    CITY OF TORRANCE
    TORRANCE,CA90503
    NONE GOV TORRANCE FD - TRAINING & SUPPLIES INCLUDING THERMAL IMAGERS FOR SEARCH & RESCUE 5,000
    COMMUNITY HEALTH ALLIANCE
    680 S ROCK BLVD
    RENO,NV89502
    NONE PC GENERAL OPERATING SUPPOT 5,000
    COMMUNITY PARTNERS
    1000 N ALAMEDA ST
    LOS ANGELES,CA90012
    NONE PC PALOS VERDES ESTATES FOUNDATION - MEDIAN IMPROVEMENT PROJECT - ARLO SORENSEN 5,000
    FAMILY CENTERS INC
    40 ARCH STREET
    GREENWICH,CT06830
    NONE PC PERSONAL PROTECTIVE EQUIPMENT AND SUPPLIES FOR THE HEAD START PROGRAM 5,000
    FREEDOM4U
    336 TEJON PLACE
    PALOS VERDES,CA90274
    NONE PC GENERAL OPERATING SUPPORT 5,000
    GREENWICH ALLIANCE FOR EDUCATION
    48 MAPLE AVENUE
    GREENWICH,CT06830
    NONE PC AVID SUCCESS PROGRAM 5,000
    GREENWICH UNITED WAY
    500 WEST PUTNAM AVENUE
    GREENWICH,CT06830
    NONE PC GREENWICH UNITED WAY - EARLY CHILDHOOD ACHIEVEMENT GAP SOLUTIONS PROGRAM 5,000
    HARBOR INTERFAITH SERVICES
    670 W 9TH ST
    SAN PEDRO,CA90731
    NONE PC GENERAL OPERATING SUPPORT 5,000
    HEALTHCARE AND ELDER LAW PROGRAMS (HELPHELP)
    1404 CRAVENS AVE
    TORRANCE,CA90501
    NONE PC GENERAL OPERATING SUPPORT 5,000
    HILLSIDES
    815 COLORADO BLVD STE 300
    LOS ANGELES,CA90041
    NONE PC GENERAL OPERATING SUPPORT 5,000
    INTERFACE CHILDREN & FAMILY SERVICES
    4001 MISSION OAKS BLVD
    CAMARILLO,CA93012
    NONE PC GENERAL OPERATING SUPPORT 5,000
    KENYON COLLEGE
    105 CHASE AVENUE
    GAMBIER,OH43022
    NONE PC GENERAL OPERATING SUPPORT 5,000
    LOVE AND UNITY CHRISTIAN FELLOWSHIP
    P O BOX 5449
    COMPTON,CA90224
    NONE PC LOVE AND UNITY CHRISTIAN FELLOWSHIP SUMMER CAMP PROGRAM 5,000
    MANNA CONEJO VALLEY FOOD BANK
    PO BOX 1114
    THOUSAND OAKS,CA91358
    NONE PC GENERAL OPERATING SUPPORT 5,000
    NEW VILLAGE GIRLS ACADEMY NEW VILLAGE CHARTER SCHOOL INC
    147 N OCCIDENTAL BOULEVARD
    LOS ANGELES,CA90026
    NONE PC SPONSORSHIP SUPPORT 5,000
    PALOS VERDES ON THE NET
    550 DEEP VALLEY DR
    ROLLING HILLS ESTATES,CA90274
    NONE PC GENERAL OPERATING SUPPORTT 5,000
    PARTNERS IN CARE FOUNDATION
    732 MOTT STREET SUITE 150
    SAN FERNANDO,CA91340
    NONE PC SPONSORSHIP SUPPORT 5,000
    PENINSULA FRIENDS OF THE LIBRARY
    701 SILVER SPUR ROAD
    ROLLING HILLS ESTATES,CA90274
    NONE PC GENERAL OPERATING SUPPORT 5,000
    PLEDGELING FOUNDATION
    2100 ABBOT KINNEY BLVD UNIT E
    VENICE,CA90291
    NONE PC NURSE HEROES 5,000
    RENOWN HEALTH FOUNDATION
    245 E LIBERTY AVE SUITE 400
    RENO,NV89501
    NONE PC GENERAL OPERATING SUPPORT 5,000
    ROSE BOWL LEGACY FOUNDATION
    1001 ROSE BOWL DRIVE
    PASADENA,CA91103
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SAN MARINO COMMUNITY CHURCH
    1750 VIRGINIA ROAD
    SAN MARINO,CA91108
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SAN MARINO SCHOOLS FOUNDATION
    1665 WEST DRIVE
    SAN MARINO,CA91108
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SANDPOINT WALDORF SCHOOL
    PO BOX 95
    SANDPOINT,ID83864
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SEATTLE ARTS & LECTURES
    340 15TH AVE E SUITE 301
    SEATTLE,WA98112
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SOUTH HIGH SCHOOL
    4801 PACIFIC COAST HWY
    TORRANCE,CA90505
    NONE GOV STEM COMPETITION TEAMS 5,000
    SWITZER LEARNING CENTER
    2201 AMAPOLA COURT
    TORRANCE,CA90501
    NONE PC GENERAL OPERATING SUPPORT 5,000
    TAHOE FUND
    PO BOX 7124
    TAHOE CITY,CA96145
    NONE PC GENERAL OPERATING SUPPORT 5,000
    THE BLOEDEL RESERVE
    7571 NE DOLPHIN DR
    BAINBRIDGE ISLAND,WA98110
    NONE PC GENERAL OPERATING SUPPPORT 5,000
    THE HOUSE OF YAHWEH
    4046 MARINE AVE
    LAWNDALE,CA90260
    NONE PC GENERAL OPERATING SUPPORT 5,000
    THE LITERACY PROJECT
    124 TUSTIN AVE
    NEWPORT BEACH,CA92663
    NONE PC PROGRAM SUPPORT 5,000
    UNIVERSITY OF WISCONSIN - SUPERIOR FOUNDATION INC
    PO BOX 2000
    SUPERIOR,WI54880
    NONE PC PRUITT CENTER FOR MINDFULNESS AND WELLBEING 5,000
    VERBUM DEI HIGH SCHOOL
    11100 SOUTH CENTRAL AVENUE
    LOS ANGELES,CA90059
    NONE PC GENERAL OPERATING SUPPORT 5,000
    WASHINGTON WOMEN'S FOUNDATION
    2100 24TH AVENUE SOUTH SUITE 330
    SEATTLE,WA98122
    NONE PC GENERAL OPERATING SUPPORT 5,000
    UNIVERSITY OF SOUTHERN CALIFORNIA (BRITTINGHAM SOCIAL ENTERPRISE LAB)
    MARSHALL SCHOOL OF BUSINESS
    BRITTINGHAM SOCIAL ENTERPRISE LAB
    LOS ANGELES,CA90089
    NONE PC GENERAL OPERATING SUPPORT 4,500
    ALLIANCE AGAINST FAMILY VIOLENCE AND SEXUAL ASSAULT
    1600 E TRUXTUN AVENUE
    BAKERSFIELD,CA93305
    NONE PC GENERAL OPERATING SUPPORT 4,000
    WARMLINE-LA CRESTA FOUNDATION
    4101 UNION AVENUE SUITE 3
    BAKERSFIELD,CA93305
    NONE PC GENERAL OPERATING SUPPORT 4,000
    FLINTRIDGE SACRED HEART ACADEMY
    440 ST KATHERINE DRIVE
    LA CANADA,CA91011
    NONE PC 6/26/2020 FLINTRIDGE FUND SCHOLARSHIP AND FINANCIAL AID, 8/12/2020 GENERAL OPERATING SUPPORT 3,500
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067
    NONE PC GENERAL OPERATING SUPPORT 3,500
    HUMAN OPTIONS
    5540 TRABUCO RD
    IRVINE,CA92620
    NONE PC ADVOCATE FOR SOCIAL CHANGE, VIRTUAL FALL EVENT 3,000
    ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION
    PO BOX 86609
    LOS ANGELES,CA90086
    NONE PC GENERAL OPERATING SUPPORT 2,500
    BIG BROTHERS BIG SISTERS OF NORTHERN NEVADA
    1300 FOSTER DR STE 210
    RENO,NV89509
    NONE PC GENERAL MENTORING 2,500
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 E CANON PERDIDO STREET
    SANTA BARBARA,CA93103
    NONE PC SUPPORT FOR ANNUAL GALA 2,500
    BOYS & GIRLS CLUB OF SANTA BARBARA
    632 E CANON PERDIDO STREET
    SANTA BARBARA,CA93103
    NONE PC YOUTH MENTORSHIP PROGRAM 2,500
    BOYS & GIRLS CLUB OF TRUCKEE MEADOWS
    2680 E NINTH STREET
    RENO,NV89512
    NONE PC EMERGENCY RESPONSE TO COVID-19 FOR FAMILIES IN NEED, PROVISION OF FULL-DAY PROGRAMMING FOR CHILDREN OF HEALTHCARE AND OTHER ESSENTIAL WORKERS. 2,500
    CALVARY BAPTIST CHURCH AND SCHOOLS
    2990 DAMIEN AVE
    LA VERNE,CA91750
    NONE PC BLACK TOP IMPROVEMENT PROJECT 2,500
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010
    NONE PC STOMACH CANCER 2,500
    CORPORATION OF THE FINE ARTS MUSEUMS
    50 HAGIWARA TEA GARDEN DRIVE
    SAN FRANCISCO,CA94118
    NONE PC MUSEUM AMBASSADORS AT THE FINE ARTS MUSEUMS OF SAN FRANCISCO 2,500
    FRIENDS OF ROBINSON GARDENS
    1008 ELDEN WAY
    BEVERLY HILLS,CA90210
    NONE PC GENERAL OPERATING SUPPORT 2,500
    GREATER HORIZONS
    1055 BROADWAY SUITE 130
    KANSAS CITY,MO64105
    NONE PC GRAHAM KRAUS-SANDERS MEMORIAL SCHOLARSHIP FUND 2,500
    GREEN DOT PUBLIC SCHOOLS NATIONAL
    1149 S HILL STREET SUITE 600
    LOS ANGELES,CA90015
    NONE PC GENERAL OPERATING SUPPORT 2,500
    GREEN DOT PUBLIC SCHOOLS NATIONAL
    1149 S HILL STREET SUITE 600
    LOS ANGELES,CA90015
    NONE PC PROGRAM SUPPORT 2,500
    HOLY FAMILY HIGH SCHOOL
    400 EAST LOMITA AVE
    GLENDALE,CA91205
    NONE PC GENERAL OPERATING SUPPORT 2,500
    IMMACULATE CONCEPTION SCHOOL
    830 GREEN AVE
    LOS ANGELES,CA90021
    NONE PC TUITION SUPPORT 2,500
    IRANIAN AMERICAN WOMEN FOUNDATION
    18881 VON KARMAN AVE
    IRVINE,CA92612
    NONE PC GENERAL OPERATING SUPPORT 2,500
    JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA
    6250 FOREST LAWN DRIVE
    LOS ANGELES,CA90068
    NONE PC GENERAL OPERATING SUPPORT 2,500
    LENZ PTA
    2500 HOMELAND DR
    RENO,NV89511
    NONE PC GENERAL OPERATING SUPPORT 2,500
    MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE
    3230 EL CAMINO REAL
    IRVINE,CA92602
    NONE PC CREATING LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES -WHIT BATCHLOR $2500 2,500
    MONTEREY HILLS ELEMENTARY SCHOOL - PTA
    1624 VIA DEL REY
    SOUTH PASADENA,CA91030
    NONE PC GENERAL OPERATING SUPPORT 2,500
    MOUNTAIN CREEK COTTAGES
    5800 MOUNTAIN CREEK RD
    ATLANTA,GA30328
    NONE PC GENERAL OPERATING SUPPORT 2,500
    NEVADA MUSEUM OF ART
    160 W LIBERTY ST
    RENO,NV89501
    NONE PC E.L. CORD MUSEUM SCHOOL 2,500
    NEW BOSTON CENTRAL SCHOOL
    15 CENTRAL SCHOOL ROAD
    NEW BOSTON,NH03070
    NONE GOV STUDENT ACTIVITIES FUND 2,500
    NORTHRIDGE HOSPITAL FOUNDATION
    DIGNITY HEALTH FOUNDATION CATS
    NORTHRIDGE,CA91325
    NONE PC CENTER FOR ASSAULT TREATMENT SERVICES (C.A.T.S.) 2,500
    PF BRESEE FOUNDATION
    184 S BIMINI PLACE
    LOS ANGELES,CA90004
    NONE PC GENERATING OPERATING SUPPORT 2,500
    PASADENA EDUCATIONAL FOUNDATION
    351 SOUTH HUDSON AVENUE
    PASADENA,CA91109
    NONE PC SIERRA MADRE ELEMENTARY SCHOOL - $2,500 MIKE CASEY III 2,500
    PASADENA HISTORICAL MUSEUM INC DBA PASADENA MUSEUM OF HISTORY
    470 W WALNUT STREET
    PASADENA,CA91103
    NONE PC GENERAL OPERATING SUPPORT 2,500
    PI BETA PHI FOUNDATION
    1154 TOWN AND COUNTRY COMMONS DR
    TOWN AND COUNTRY,MO63017
    NONE PC GENERAL OPERATING SUPPORT 2,500
    PROVIDENCE TRINITYCARE FOUNDATION
    5315 TORRANCE BLVD
    TORRANCE,CA90503
    NONE PC GENERAL OPERATING SUPPORT 2,500
    SAMUELI ACADEMY
    1901 N FAIRVIEW ST
    SANTA ANA,CA92706
    NONE PC GENERAL OPERATING SUPPORT 2,500
    SANTA BARBARA YOUTH SAILING FOUNDATION
    130 HARBOR WAY
    SANTA BARBARA,CA93109
    NONE PC GENERAL OPERATING SUPPORT 2,500
    SKY TAVERN
    21130 MOUNT ROSE HIGHWAY
    RENO,NV89511
    NONE PC PROGRAMS AND SCHOLARSHIP SKY TAVERN JUNIOR SKI PROGRAM 2,500
    SOUTH OF MARKET CHILD CARE INC (SOMACC)
    790 FOLSOM STREET
    SAN FRANCISCO,CA94107
    NONE PC GENERAL OPERATING SUPPORT 2,500
    SOUTHERN CALIFORNIA GRANTMAKERS
    1000 N ALAMEDA STREET SUITE 230
    LOS ANGELES,CA90012
    NONE PC SCG 2020 FAMILY PHILANTHROPY CONFERENCE SPONSORSHIP SUPPORT 2,500
    SPARK PROGRAM
    145 S SPRING ST SUITE 410
    LOS ANGELES,CA90012
    NONE PC GENERAL OPERATING SUPPORT - GUS SANCHEZ 2500 2,500
    STPHILIP THE APOSTLE SCHOOL
    1363 CORDOVA STREET
    PASADENA,CA91106
    NONE PC GENERAL OPERATING SUPPORT 2,500
    THE CATALINA ISLAND CONSERVANCY
    320 GOLDEN SHORE AVE SUITE 330
    LONG BEACH,CA90802
    NONE PC COMMUNITY SUPPORT 2,500
    THE HARMONY PROJECT
    4322 WILSHIRE BLVD
    LOS ANGELES,CA90010
    NONE PC GENERAL OPERATING SUPPORTT 2,500
    THE RIGHTWAY FOUNDATION
    3650 W MARTIN LUTHER KING JR BLVD
    LOS ANGELES,CA90008
    NONE PC HELP TRANSITION-AGE FOSTER YOUTH TO GET AND KEEP GOOD JOBS 2,500
    TRINITY CLASSICAL ACADEMY
    28310 KELLY JOHNSON PARKWAY
    VALENCIA,CA91355
    NONE PC GENERAL OPERATING SUPPORT 2,500
    UCLA FOUNDATION
    10889 WILSHIRE BOULEVARD SUITE 1000
    LOS ANGELES,CA90024
    NONE PC ANDERSON VENTURE IMPACT PARTNERS 2,500
    UNITED RELIGIONS DBA UNITED RELIGIONS INITIATIVE
    1009 GENERAL KENNEDY AVENUE
    SAN FRANCISCO,CA94129
    NONE PC GENERAL OPERATING SUPPORT 2,500
    UNIVERSITY OF NEVADA RENO FOUNDATION
    1664 N VIRGINIA STREET
    RENO,NV89557
    NONE PC SILVER AND BLUE SOCIETY & COLLEGE OF BUSINESS STUDENT NEEDS 2,500
    UNIVERSITY OF NEVADA RENO FOUNDATION
    1664 N VIRGINIA STREET
    RENO,NV89557
    NONE PC AT-RISK YOUTH FUND ($1,250), COLLEGE OF BUSINESS ANNUAL FUND ($1,250) 2,500
    VILLA ESPERANZA SERVICES
    2116 EAST VILLA STREET
    PASADENA,CA91107
    NONE PC GENERAL OPERATING SUPPORT 2,500
    VOX FEMINA LOS ANGELES
    3341 CAROLINE AVE
    CULVER CITY,CA90232
    NONE PC GENERAL OPERATING SUPPORT 2,500
    WITHINREACH
    155 NE 100TH
    SEATTLE,WA98125
    NONE PC HEALTHY FAMILIES IN HEALTHY COMMUNITIES IN WASHINGTON STATE 2,500
    WOODBURY UNIVERSITY SCHOOL OF BUSINESS
    7500 N GLENOAKS BLVD
    BURBANK,CA91504
    NONE PC SUPPORT FOR STUDENT AND FACULTY DEVELOPMENT 2,500
    SINCERELY ROYAL FOUNDATION
    PO BOX 50591
    BELLEVUE,WA98015
    NONE PC GENERAL OPERATING SUPPORT 2,000
    TAKEACTION MINNESOTA EDUCATION FUND
    705 RAYMOND AVE STE 100
    SAINT PAUL,MN55114
    NONE PC BLACK VISIONS COLLECTIVE 2,000
    WESTERN CENTER ON LAW & POVERTY
    3701 WILSHIRE BLVD
    LOS ANGELES,CA90010
    NONE PC GENERAL OPERATING SUPPORT 1,500
    ORANGE COUNTY MUSEUM OF ART
    850 SAN CLEMENTE DRIVE
    NEW PORT BEACH,CA92660
    NONE PC GENERAL OPERATING SUPPORT 1,200
    ALL GIRL EVERYTHING
    3801 BEACON AVE S
    SEATTLE,WA98108
    NONE PC GENERAL OPERATING SUPPORT 1,000
    CALIFORNIA INNOCENCE PROJECT
    225 CEDAR STREET
    SAN DIEGO,CA92101
    NONE PC GENERAL OPERATING SUPPORT 1,000
    CASA DE LAS AMIGAS DBA CASA TREATMENT CENTER
    160 N EL MOLINO AVENUE
    PASADENA,CA91101
    NONE PC GENERAL OPERATING SUPPORT 1,000
    CITIZENS FOR LOS ANGELES WILDLIFE (CLAW)
    PO BOX 50003
    STUDIO CITY,CA90074
    NONE PC GENERAL OPERATING SUPPORT 1,000
    FAMILIES FORWARD
    8 THOMAS
    IRVINE,CA92618
    NONE PC GENERAL OPERATING SUPPORT 1,000
    FAMILIES FORWARD (FORMERLY MOTHERS' CLUB)
    980 N FAIR OAKS AVE
    PASADENA,CA91103
    NONE PC GENERAL OPERATING SUPPORT 1,000
    GLENDALE HIGH SCHOOL
    1440 EAST BROADWAY BOULEVARD
    GLENDALE,CA91205
    NONE GOV GLENDALE HIGH SCHOOL GIRLS VOLLEYBALL TEAM 1,000
    HOPE FOR PAWS
    8950 W OLYMPIC BLVD 525
    BEVERLY HILLS,CA90211
    NONE PC GENERAL OPERATING SUPPORT 1,000
    SOUTH PASADENA EDUCATIONAL FOUNDATION
    1100 EL CENTRO ST
    SOUTH PASADENA,CA91030
    NONE PC GENERAL OPERATING SUPPORT 1,000
    ST JAMES' EPISCOPAL CHURCH
    1325 MONTEREY RD
    SOUTH PASADENA,CA91030
    NONE PC GENERAL OPERATING SUPPORT 1,000
    THE MUSEUM OF FLIGHT
    9404 E MARGINAL WAY SOUTH
    SEATTLE,WA98108
    NONE PC ONLINE EDUCATION PROGRAMS 1,000
    VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED
    2500 EL CAMINO REAL SUITE 100
    PALO ALTO,CA94306
    NONE PC GENERAL OPERATING SUPPORT 1,000
    WOMEN AND CHILDREN'S CENTER OF THE SIERRA
    3905 NEIL RD 2
    RENO,NV89502
    NONE PC GENERAL OPERATING SUPPORT 1,000
    ST MONICA'S CATHOLIC COMMUNITY
    725 CALIFORNIA AVENUE
    SANTA MONICA,CA90403
    NONE PC SMASH 750
    PROVIDENCE MILWAUKIE FOUNDATION
    10150 SE 32ND AVE
    MILWAUKIE,OR97222
    NONE PC GENERAL OPERATING SUPPORT 500
    Total .................................bullet 3a 3,283,950
    bApproved for future payment
    Total .................................bullet 3b 0
    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....     14 483,997  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,059,929  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME
        01 21,662  
    bOTHER INCOME     01 13,905  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,579,493 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,579,493
    (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:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,400 2,600   7,800
    TAX PREPARATION FEES 18,079 4,520   13,559

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Name of Bond End of Year Book Value End of Year Fair Market Value
    52,618.58 UNITS AMER 3.2 06/15/2028 51,308 51,308
    30,000 UNITS ANADARKO PETE CORP DEB 7.200% 3/15/29 29,472 29,472
    50,000 UNITS CITIBANK NA N Y FRNT 7/23/21 50,145 50,145
    85,000 UNITS CITIGROUP INC NOTE PRFD 12/31/99 85,128 85,128
    5,000 UNITS COLUMBIA PPTY TR OPER PART NOTE 3.650% 8/15/26 5,226 5,226
    70,000 UNITS FORD MOTOR CREDIT CO LLC NOTE 4.687% 6/09/25 74,638 74,638
    50,000 UNITS FORD MOTOR CREDIT CO LLC NOTE 5.125% 6/16/25 54,365 54,365
    75,000 UNITS LLOYDS BANKING GROUP PLC NOTE 3.100% 7/06/21 76,049 76,049
    20,000 UNITS OCCIDENTAL PETE CORP NOTE 3.400% 4/15/26 19,068 19,068
    215,000 UNITS TOYOTA MOTOR CREDIT CORP MTNV 6/29/22 213,893 213,893
    25,000 UNITS VALERO ENERGY PARTNERS LP NOTE 4.375%12/15/26 28,939 28,939
    125,000 UNITS WELLS FARGO & CO MTNV 1/31/38 113,125 113,125
    83,000 UNITS WELLS FARGO & CO MTNV 5/19/27 78,435 78,435
    50,000 UNITS WELLS FARGO CO MTN BE MTNF 4.300% 7/22/27 58,589 58,589
    100,000 UNITS CITIGROUP INC PRFD 5.900%12/31/99 105,050 105,050

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Name of Stock End of Year Book Value End of Year Fair Market Value
    7,130 UNITS VANGUARD EMERGING MARKET EQUITY ETF 357,284 357,284
    3,750 UNITS SPDR TR S&P 500 1,402,050 1,402,050
    825 UNITS MIDCAP SPDR TR UNIT SER 1 346,434 346,434
    1,759 UNITS 3M CO 307,456 307,456
    1,759 UNITS AMERICAN EXPRESS CO COM 212,681 212,681
    7,036 UNITS APPLE COMPUTER INC COM 933,607 933,607
    1,759 UNITS BOEING CO COM 376,532 376,532
    1,759 UNITS CATERPILLAR INC DEL COM 320,173 320,173
    1,759 UNITS CHEVRON CORP COM 148,548 148,548
    1,759 UNITS CISCO SYS INC COM 78,715 78,715
    1,759 UNITS COCA COLA CO COM 96,464 96,464
    585 UNITS CORTEVA INC COM 22,651 22,651
    1,759 UNITS DISNEY WALT CO COM DISNEY 318,696 318,696
    585 UNITS DOW INC COM 32,468 32,468
    585 UNITS DUPONT DE NEMOURS INC COM 41,599 41,599
    1,759 UNITS EXXON MOBIL CORP COM 72,506 72,506
    1,759 UNITS GOLDMAN SACHS GROUP INC COM 463,866 463,866
    1,759 UNITS HOME DEPOT INC COM 467,226 467,226
    1,759 UNITS INTEL CORP COM 87,633 87,633
    1,759 UNITS INTERNATIONAL BUSINESS MACHS COM 221,423 221,423
    1,759 UNITS J P MORGAN CHASE & CO COM 223,516 223,516
    1,759 UNITS JOHNSON & JOHNSON COM 276,831 276,831
    1,759 UNITS MCDONALDS CORP COM 377,446 377,446
    1,759 UNITS MERCK & CO INC COM 143,886 143,886
    1,759 UNITS MICROSOFT CORP COM 391,237 391,237
    1,759 UNITS NIKE INC CL B 248,846 248,846
    1,759 UNITS PFIZER INC COM 64,749 64,749
    1,759 UNITS PROCTER & GAMBLE CO COM 244,747 244,747
    1,759 UNITS RAYTHEON TECHNOLOGIES CORP COM 125,786 125,786
    1,759 UNITS TRAVELERS COMPANIES, INC COM 246,911 246,911
    1,759 UNITS UNITEDHEALTH GROUP INC COM 616,846 616,846
    1,759 UNITS VERIZON COMMUNICATIONS COM 103,341 103,341
    1,759 UNITS VISA INC COM CL A 384,746 384,746
    1,759 UNITS WAL MART STORES INC COM 253,560 253,560
    1,759 UNITS WALGREEN CO COM 70,149 70,149
    1,759 UNITS CARRIER GLOBAL CORPORATION COM 66,350 66,350
    879 UNITS OTIS WORLDWIDE CORP COM 59,376 59,376
    218 UNITS VIATRIS INC COM 4,085 4,085
    488 UNITS TEVA PHARMACEUTICAL INDS LTD ADR 4,709 4,709
    318 UNITS VODAFONE GROUP PLC NEW SPONSORED ADR 5,241 5,241
    187 UNITS BAIDU INC SPON ADR REP A 40,437 40,437
    786 UNITS ACTIVISION BLIZZARD INC COM 72,980 72,980
    351 UNITS ADOBE SYS INC COM 175,542 175,542
    123 UNITS ALEXION PHARMACEUTICALS INC COM 19,218 19,218
    174 UNITS ALPHABET INC CL A 304,959 304,959
    174 UNITS ALPHABET INC CL C 304,827 304,827
    310 UNITS AMAZON COM INC COM 1,009,648 1,009,648
    638 UNITS AMGEN INC COM 146,689 146,689
    17,882 UNITS APPLE COMPUTER INC COM 2,372,763 2,372,763
    1,021 UNITS AT&T INC COM 29,364 29,364
    344 UNITS AUTOMATIC DATA PROCESSING INCOME 60,613 60,613
    164 UNITS BIOGEN IDEC INC 40,157 40,157
    34 UNITS BOOKING HOLDINGS INC 75,727 75,727
    629 UNITS BRISTOL MYERS SQUIBB CO COM 39,017 39,017
    225 UNITS CERNER CORP COM 17,658 17,658
    141 UNITS CHECK POINT SOFTWARE TECH LT ORD 18,740 18,740
    85 UNITS CIGNA CORP NEW COM 17,695 17,695
    3,784 UNITS CISCO SYS INC COM 169,334 169,334
    418 UNITS COGNIZANT TECHNOLOGY SOLUTIONS CORP 34,255 34,255
    2,868 UNITS COMCAST CORP 150,283 150,283
    301 UNITS COSTCO WHSL CORP NEW COM 113,411 113,411
    426 UNITS DISNEY WALT CO COM DISNEY 77,183 77,183
    893 UNITS EBAY INC COM 44,873 44,873
    80 UNITS EXPEDIA INC DEL COM NEW 10,592 10,592
    424 UNITS FOX CORP CL A COM 12,347 12,347
    1,058 UNITS GILEAD SCIENCES INC COM 61,639 61,639
    88 UNITS ILLUMINA INC COM 32,560 32,560
    3,651 UNITS INTEL CORP COM 181,893 181,893
    208 UNITS INTUIT COM 79,009 79,009
    73 UNITS INTUITIVE SURGICAL INC 59,721 59,721
    11,991 UNITS INVESCO QQQ TR UNIT SER 1 3,762,056 3,762,056
    5,789 UNITS MICROSOFT CORP COM 1,287,589 1,287,589
    271 UNITS NETFLIX INC COM 146,538 146,538
    509 UNITS NORTONLIFELOCK INC COM 10,577 10,577
    96 UNITS O REILLY AUTOMOTIVE INC NEW COM 43,447 43,447
    3,548 UNITS ORACLE CORP COM 229,520 229,520
    248 UNITS PACCAR INC COM 21,397 21,397
    256 UNITS PAYCHEX INC COM 23,854 23,854
    905 UNITS PAYPAL HLDGS INC COM 211,951 211,951
    1,159 UNITS QUALCOMM INC COM 176,562 176,562
    326 UNITS ROSS STORES INC COM 40,036 40,036
    1,035 UNITS STARBUCKS CORP COM 110,724 110,724
    163 UNITS VERIZON COMMUNICATIONS COM 9,576 9,576
    140 UNITS VERTEX PHARMACEUTICALS INC COM 33,088 33,088
    118 UNITS CDK GLOBAL INC COM 6,116 6,116
    132 UNITS CITRIX SYS INC COM 17,173 17,173
    422 UNITS FASTENAL CO COM 20,606 20,606
    250 UNITS MATTEL INC COM 4,363 4,363
    299 UNITS NEWS CORP NEW CL A 5,373 5,373
    281 UNITS SEAGATE TECHNOLOGY PLC SHS 17,467 17,467
    51 UNITS STERICYCLE INC COM 3,536 3,536
    87.50 UNITS TRIPADVISOR INC COM 2,518 2,518
    293 UNITS VIATRIS INC COM 5,491 5,491
    87 UNITS WYNN RESORTS LTD COM 9,816 9,816
    940 UNITS ALTABA INC 13,677 13,677
    60 UNITS FIRST SOLAR INC COM 5,935 5,935

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    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:


    207,112
    State & Local Government Securities - End of Year Fair Market Value:


    207,112


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HERSHISER INCOME FUND IV LP FMV 26,006 26,006
    HERSHISER INCOME FUND V LP FMV 473,994 473,994
    GREATPOINT VENTURES INNOVATION FD II, LP FMV 522,335 522,335
    MULTIVERSE INVESTMENT FUND I, LP FMV 1,248,038 1,248,038
    WHITTIER INTERNATIONAL FUND A, L P FMV 3,563,823 3,563,823
    WHITTIER CORPORATE AMERICA FUND, LP FMV 42,569,853 42,569,853
    WHITTIER SMALL CAP FUND, LP FMV 8,037,522 8,037,522
    WHITTIER CORE FIXED INCOME FUND, LLC FMV 5,031,585 5,031,585

    TY 2020 OtherAssetsSchedule
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST AND DIVIDENDS RECEIVABLE 329,401 19,812 19,812
    ACCRUED INTEREST PURCHASED 5,932 3,091 3,091


    TY 2020 OtherExpensesSchedule
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 750 0   750
    MISCELLANEOUS 774 0   774


    TY 2020 OtherIncomeSchedule2
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PARTNERSHIP - WHITTIER CORE FIXED INCOME FUND LLC 0 10,674 0
    INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II, LP 0 -13,147 0
    INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP 0 -551 0
    INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP 0 31,067 0
    INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A 0 20,940 0
    INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I, LP 0 -5,642 0
    INCOME FROM PARTNERSHIP - WHITTIER SMALL CAP FUND, LP 0 -14,883 0
    INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP 0 455 0
    INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND, LP 0 269,207 0
    PARTNERSHIP INCOME 21,662   21,662
    OTHER INCOME 13,905   13,905


    TY 2020 OtherIncreasesSchedule
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Description Amount
    UNREALIZED GAIN 13,565,590


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 448,990 623,981


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 161,121 161,121   0
    PHILANTHROPIC SVCS FEES 483,362 0   483,362


    TY 2020 TaxesSchedule
    Name:
    THE CONFIDENCE FOUNDATION
    EIN:
    95-3500483
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 209,194 0   0
    FILING FEES 704 0   0