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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$100,479,461
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... 259,108 259,108  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,681,488
b Gross sales price for all assets on line 6a 5,986,512
7 Capital gain net income (from Part IV, line 2)... 4,364,355
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)....... 20,751 272,388 5,286
12 Total. Add lines 1 through 11........ 2,961,347 4,895,851 5,286
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)....... 19,300 4,388 0 13,163
c Other professional fees (attach schedule).... 731,588 182,897 0 548,691
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 283,383 426 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,300 325 0 975
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,030 758 0 2,272
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,038,601 188,794 0 565,101
25 Contributions, gifts, grants paid....... 4,601,763 3,460,000
26 Total expenses and disbursements. Add lines 24 and 25 5,640,364 188,794 0 4,025,101
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,679,017
b Net investment income (if negative, enter -0-) 4,707,057
c Adjusted net income (if negative, enter -0-)... 5,286
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 1,963 1,983 1,983
2 Savings and temporary cash investments......... 2,426,770 947,831 947,831
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.......... 7,284    
10a Investments—U.S. and state government obligations (attach schedule) 155,334 Click to see attachment248,028 248,028
b Investments—corporate stock (attach schedule)....... 12,917,852 Click to see attachment15,530,874 15,530,874
c Investments—corporate bonds (attach schedule)....... 1,595,597 Click to see attachment1,027,265 1,027,265
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 68,380,812 Click to see attachment82,711,514 82,711,514
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment16,737 Click to see attachment11,966 Click to see attachment11,966
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 85,502,349 100,479,461 100,479,461
Liabilities 17 Accounts payable and accrued expenses.......... 56,521 65,428
18 Grants payable................. 1,935,149 3,028,212
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 attachment643,095 Click to see attachment883,599
23 Total liabilities (add lines 17 through 22)......... 2,634,765 3,977,239
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........... 75,413,077 87,489,637
25 Net assets with donor restrictions............ 7,454,507 9,012,585
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)..... 82,867,584 96,502,222
30 Total liabilities and net assets/fund balances (see instructions). 85,502,349 100,479,461
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
82,867,584
2
Enter amount from Part I, line 27a .....................
2
-2,679,017
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16,313,655
4
Add lines 1, 2, and 3 ..........................
4
96,502,222
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
96,502,222
Form 990-PF (2021)
Form 990-PF (2021)
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   2021-01-01 2021-12-31
b GREATPOINT VENTURES INNOVATION FUND II, LP P 2021-01-01 2021-12-31
c WHITTIER CORE FIXED INCOME FUND LLC P 2021-01-01 2021-12-31
d WHITTIER CORPORATE AMERICA FUND, LP P 2021-01-01 2021-12-31
e WHITTIER INTERNATIONAL FUND A LP (LAYT) P 2021-01-01 2021-12-31
WHITTIER INTERNATIONAL FUND A LP P 2021-01-01 2021-12-31
WHITTIER SMID CAP FUND (LAYT) P 2021-01-01 2021-12-31
WHITTIER SMID CAP FUND P 2021-01-01 2021-12-31
WHITTIER VALUE FUND A, LP (LAYT) P 2021-01-01 2021-12-31
WHITTIER VALUE FUND A, LP P 2021-01-01 2021-12-31
(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 5,986,512   4,955,024 1,031,488
b       138
c       -16,275
d       758,371
e       35,615
      449,470
      91,388
      1,177,705
      69,301
      767,154
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       1,031,488
b       138
c       -16,275
d       758,371
e       35,615
      449,470
      91,388
      1,177,705
      69,301
      767,154
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 4,364,355
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 65,428
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 65,428
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 34,874
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 110,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 144,874
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 79,446
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet79,446 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
    Yes
     
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 643,910
    625 FAIR OAKS AVENUE SUITE 360
    SOUTH PASADENA,CA91030
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    13,138,794
    b
    Average of monthly cash balances.......................
    1b
    1,143,971
    c
    Fair market value of all other assets (see instructions)................
    1c
    66,951,720
    d
    Total (add lines 1a, b, and c).........................
    1d
    81,234,485
    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
    81,234,485
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,218,517
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    80,015,968
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,000,798
    Part X
    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 IX, line 6..................
    1
    4,000,798
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    65,428
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    65,428
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,935,370
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,935,370
    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 XII, line 1 ...
    7
    3,935,370
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,935,370
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 720,166
    d From 2019...... 607,428
    e From 2020...... 234,268
    f Total of lines 3a through e ........ 1,561,862
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,025,101
    a Applied to 2020, 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 2021 distributable amount..... 3,935,370
    e Remaining amount distributed out of corpus 89,731
    5 Excess distributions carryover applied to 2021. 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 1,651,593
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,651,593
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 720,166
    c Excess from 2019.... 607,428
    d Excess from 2020.... 234,268
    e Excess from 2021.... 89,731
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 SUPPORT 465,000
    BOYS & GIRLS CLUBS OF METRO LOS ANGELES
    800 S FIGUEROA ST SUITE 950
    LOS ANGELES,CA90017
    NONE PC $200K FOR GENERAL OPERATING SUPPORT AND $75K FOR TENNIS FACILITIES UPGRADES 275,000
    AFRICAN WOMEN RISING
    801 COLD SPRING ROAD
    SANTA BARBARA,CA93108
    NONE PC GENERAL OPERATING SUPPORT 120,500
    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 75,000
    THE UC DAVIS FOUNDATION
    202 COUSTEAU PLACE SUITE 185
    DAVIS,CA95618
    NONE PC IN SUPPORT OF THE LATIN AMERICA PROGRAM AT THE KAREN C. DRAYER WILDLIFE HEALTH CENTER 67,050
    LONG LIVE THE KINGS
    1326 5TH AVENUE 450
    SEATTLE,WA98101
    NONE PC GENERAL OPERATING SUPPORT 60,000
    LOBERO THEATRE FOUNDATION
    33 E CANNON PERDIDO STREET
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING SUPPORT 55,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
    ONE SHIELDS AVENUE
    DAVIS,CA95616
    NONE PC SUPPORT SEADOC SOCIETY'S GENERAL RESEARCH - BR 50,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
    ONE SHIELDS AVENUE
    DAVIS,CA95616
    NONE PC SUPPORT SEADOC SOCIETY'S GENERAL RESEARCH - ER 50,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
    ONE SHIELDS AVENUE
    DAVIS,CA95616
    NONE PC SUPPORT SEADOC SOCIETY'S GENERAL RESEARCH - AR 50,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
    ONE SHIELDS AVENUE
    DAVIS,CA95616
    NONE PC SEADOC SOCIETY - GENERAL OPERATING SUPPORT - EMERY RHODES 50,000
    SANTA BARBARA EQUINE ASSISTANCE & EVACUATION TEAM
    PO BOX 60535
    SANTA BARBARA,CA93160
    NONE PC RESTORATION OF EARL WARREN SHOWGROUNDS 50,000
    INSTITUTE FOR JUSTICE
    901 NORTH GLEBE ROAD
    ARLINGTON,VA22203
    NONE PC GENERAL OPERATING SUPPORT 35,000
    BOY SCOUTS OF AMERICA GREATER LOS ANGELES AREA COUNCIL
    2333 SCOUT WAY
    LOS ANGELES,CA90026
    NONE PC TO SUPPORT THEIR VOCATIONAL TRAINING PROGRAMMING (EXPLORING: WORKFORCE DEVELOPMENT PROGRAM) 30,000
    ORANGE COUNTY UNITED WAY
    18012 MITCHELL SOUTH
    IRVINE,CA92614
    NONE PC GENERAL OPERATING SUPPORT 30,000
    UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
    2301 BANCROFT WAY 4420
    BERKELEY,CA94720
    NONE PC UC BERKELEY MENS LACROSSE TEAM - GENERAL OPERATING SUPPORT 30,000
    GREATER SANTA BARBARA ICE SKATING ASSOCIATION
    6985 SANTA FELICIA DRIVE
    GOLETA,CA93117
    NONE PC ICE IN PARADISE GENERAL OPERATING SUPPORT 25,000
    HEAL THE OCEAN
    PO BOX 90106
    SANTA BARBARA,CA93190
    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
    LAGUNA BLANCA SCHOOL
    4125 PALOMA DRIVE
    SANTA BARBARA,CA93110
    NONE PC WHITTIER SUMMER CAMP FUND 25,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY RD
    SANTA BARBARA,CA93108
    NONE PC SUPPORTING SCHOLARSHIPS FOR TUBA STUDENTS 25,000
    SANTA BARBARA BOTANIC GARDEN INC
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105
    NONE PC BACKCOUNTRY PROJECT 25,000
    SANTA BARBARA BUCKET BRIGADE
    PO BOX 50640
    SANTA BARBARA,CA93150
    NONE PC GENERAL OPERATING SUPPORT 25,000
    SANTA BARBARA CITY COLLEGE FOUNDATION
    721 CLIFF DRIVE
    SANTA BARBARA,CA93109
    NONE PC SANTA BARBARA CITY COLLEGE ENGLISH AS A SECOND LANGUAGE PROGRAM 25,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101
    NONE PC THE HOPE RANCH COMMUNITY FUND 25,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105
    NONE PC COLLECTIONS CARE PROJECT 25,000
    THE VILLAGE GROUP
    PO BOX 700
    GEORGETOWN,SC29442
    NONE PC GENERAL OPERATING SUPPORT 25,000
    CASA DEL HERRERO
    PO BOX 5612
    SANTA BARBARA,CA93108
    NONE PC GENERAL OPERATING SUPPORT 20,000
    COASTAL RANCHES CONSERVANCY
    1482 E VALLEY RD STE 135
    SANTA BARBARA,CA93108
    NONE PC GENERAL OPERATING SUPPORT 20,000
    MATRICULATE
    1375 CONEY ISLAND AVE PMB 1011
    BROOKLYN,NY11230
    NONE PC GENERAL OPERATING SUPPORT 20,000
    SANTA BARBARA FOUNDATION
    1111 CHAPALA STREET SUITE 200
    SANTA BARBARA,CA93101
    NONE PC TO SUPPORT THE KEY CLASS 20,000
    WOODLAND PARK ZOOLOGICAL SOCIETY
    5500 PHINNEY AVENUE N
    SEATTLE,WA98103
    NONE PC PHEASANT CONSERVATION 20,000
    CHAPMAN UNIVERSITY
    1 UNIVERSITY DRIVE
    ORANGE,CA92866
    NONE PC SCHOLARSHIP FUND FOR ACCOUNTING STUDENTS AT ARGYROS SCHOOL OF BUSINESS AND ECONOMICS 15,000
    FOODBANK OF SANTA BARBARA COUNTY
    1525 STATE STREET
    SANTA BARBARA,CA93110
    NONE PC GENERAL OPERATING SUPPORT 15,000
    GUIDE DOGS FOR THE BLIND INC
    PO BOX 151200
    SAN RAFAEL,CA94915
    NONE PC GENERAL OPERATING SUPPORT 15,000
    NINOS DEL SOL INC
    148 LAFAYETTE STREET
    NEW YORK,NY10013
    NONE PC GENERAL OPERATING SUPPORT 15,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC FISH & GAME NEW ZEALAND - BRYCE RHODES 13,975
    THE OJAI FOUNDATION
    PO BOX 999
    OJAI,CA93024
    NONE PC WHEEL OF LIFE - THE HEALING CENTER IN LILLOOET 13,000
    A ROCHA USA
    PO BOX 223
    WHEATON,IL60187
    NONE PC KARIOI PROJECT IN RAGLAND NZ 10,000
    ADVENTURE UNLIMITED
    5201 SOUTH QUEBEC ST
    GREENWOOD VILLAGE,CO80111
    NONE PC SCHOLARSHIPS AND CAMPERSHIPS 10,000
    AQUARIUM OF THE PACIFIC
    100 AQUARIUM WAY
    LONG BEACH,CA90802
    NONE PC GENERAL OPERATING SUPPORT 10,000
    BOYS & GIRLS CLUBS OF METRO LOS ANGELES
    800 S FIGUEROA ST SUITE 950
    LOS ANGELES,CA90017
    NONE PC $5K FOR GENERAL OPERATING SUPPORT OF BGCMLA & 5K FOR TENNIS ACADEMY 10,000
    CARE4PAWS
    PO BOX 60524
    SANTA BARBARA,CA93160
    NONE PC GENERAL OPERATING SUPPORT 10,000
    CARPINTERIA SKATE FOUNDATION INC
    PO BOX 65
    CARPINTERIA,CA93013
    NONE PC CARPINTERIA SKATE PARK GENERAL OPERATING SUPPORT 10,000
    CATE SCHOOL
    1960 CATE MESA ROAD
    CARPINTERIA,CA93013
    NONE PC SUPPORT STUDENTS DOING ENVIRONMENTAL WORK - AR 10,000
    CATE SCHOOL
    1960 CATE MESA ROAD
    CARPINTERIA,CA93013
    NONE PC SUPPORT STUDENTS DOING ENVIRONMENTAL WORK - ER 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 SACRED JOURNEY EARTH 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 BIG SCRUB LANDCARE (AUSTRALIA) 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC RAINFOREST RESCUE (AUSTRALIA) 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 HEAD ON PHOTO FESTIVAL (AUSTRALIA) 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC AUSTRALIAN CONSERVATION FOUNDATION - GENERAL OPERATING SUPPORT - BRIAN HODGES 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC BOB BROWN FOUNDATION (AUSTRALIA) - GENERAL OPERATING SUPPORT - ELIOT HODGES 10,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC WORLD LAND TRUST - GUARDIANS OF NIMLA HA PROJECT - CHARLOTTE & ROMEO 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
    EQUUS SURVIVAL TRUST
    130 LUMBER PLANT ROAD
    LOWGAP,NC27024
    NONE PC AKHAL-TAKE ASSOCIATION OF AMERICA - GENERAL OPERATING SUPPORT 10,000
    FOTOFEST INC
    2000 EDWARDS STREET BLDG C STE 2
    HOUSTON,TX77007
    NONE PC GENERAL OPERATING SUPPORT 10,000
    FRIENDS OF THE AUSTRALIAN BUSH HERITAGE FUND
    PO BOX 2013
    FORT BRAGG,CA95437
    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
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236
    NONE PC UNRESTRICTED SUPPORT 10,000
    NEW VILLAGE GIRLS ACADEMY NEW VILLAGE CHARTER SCHOOL INC
    147 N OCCIDENTAL BOULEVARD
    LOS ANGELES,CA90026
    NONE PC GENERAL OPERATING SUPPORT 10,000
    ORCAS ISLAND COMMUNITY FOUNDATION
    PO BOX 1496
    EASTSOUND,WA98245
    NONE PC GENERAL OPERATING SUPPORT 10,000
    ORCAS RECYCLING SERVICES
    PO BOX 91
    EASTSOUND,WA98245
    NONE PC GENERAL OPERATING SUPPORT 10,000
    PHOTOGRAPHERS WITHOUT BORDERS
    C/O SARATOGA CFCU
    SARATOGA SPRINGS,NY12866
    NONE PC GENERAL OPERATING SUPPORT 10,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
    9500 GILMAN DRIVE MAIL CODE 0940
    LA JOLLA,CA92093
    NONE PC TO SUPPORT THE SCRIPPS INSTITUTE OF OCEANOGRAPHY - UCSD COLLECTIONS 10,000
    SAINT FRANCES ANIMAL CENTER
    125 RIDGE ST
    GEORGETOWN,SC29440
    NONE PC GENERAL OPERATING SUPPORT 10,000
    SAN GABRIEL PASTORAL REGION
    16009 E CYPRESS AVE
    IRWINDALE,CA91706
    NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA BOWL FOUNDATION
    1122 NORTH MILPAS STREET
    SANTA BARBARA,CA93103
    NONE PC GENERAL OPERATING SUPPORT 10,000
    SANTA BARBARA COUNTY TRAILS COUNCIL
    PO BOX 22352
    SANTA BARBARA,CA93121
    NONE PC LIVE OAK TRAIL PROJECT, WITH SANTA YNEZ RIDERS 10,000
    SANTA BARBARA ZOO
    500 NINOS DRIVE
    SANTA BARBARA,CA93103
    NONE PC NEW AUSTRALIAN EXHIBITION 10,000
    SANTA BARBARA SHARKS FOOTBALL
    1235 SAN ANDRES ST
    SANTA BARBARA,CA93101
    NONE PC TO PAY FOR FIELD RENTAL & LEAGUE FEES TO KEEP ATHLETICS AFFORDABLE TO CHILDREN IN THE COMMUNITY + RENTAL OF GYM PRACTICE SPACE IN ORDER TO KEEP SPORTS AFFORDABLE FOR CHILDREN IN THE COMMUNITY (ER) 10,000
    SEATTLE AQUARIUM
    1483 ALASKAN WAY PIER 59
    SEATTLE,WA98101
    NONE PC GENERAL OPERATING SUPPORT 10,000
    SIDEKICK FOUNDATION INC DBA MARA ELEPHANT PROJECT
    4000 W 106TH STREET
    CARMEL,IN46032
    NONE PC MARA ELEPHANT PROJECT USA - GENERAL OPERATING SUPPORT - WIN RHODES 10,000
    STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES
    397 PANAMA MALL
    STANFORD,CA94305
    NONE PC GENERAL OPERATING SUPPORT FOR THE SCHOOL OF EARTH AND 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
    TENNIS PATRONS ASSOCIATION OF SANTA BARBARA INC
    PO BOX 3886
    SANTA BARBARA,CA93103
    NONE PC GENERAL OPERATING SUPPORT 10,000
    THE DALMATIANS DREAM FOUNDATION DBA DREAM FOUNDATION
    1528 CHAPALA ST STE 304
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING SUPPORT 10,000
    THE GIVING BACK FUND
    2208 CANYONBACK ROAD
    LOS ANGELES,CA90045
    NONE PC NEXUS 10,000
    THE NATURE CONSERVANCY
    201 MISSION STREET FLOOR 4
    SAN FRANCISCO,CA94105
    NONE PC PROGRAMS FOR FIGHTING WILDFIRES & CONDUCTING CONTROLLED BURNS 10,000
    THE SANTA BARBARA RESPONSE NETWORK
    115 W CANON PERDIDO ST
    SANTA BARBARA,CA93101
    NONE PC THE LOST ART OF LOVE LETTERS PROJECT 10,000
    GLOBAL CITIZEN
    740 BROADWAY
    NEW YORK,NY10012
    NONE PC GENERAL OPERATING SUPPORT 8,000
    LITTLE BIT THERAPEUTIC RIDING CENTER
    108675 NE 106TH ST
    REDMOND,WA98052
    NONE PC GENERAL OPERATING SUPPORT 8,000
    THE ZOOLOGICAL SOCIETY OF SAN DIEGO
    PO BOX 120551
    SAN DIEGO,CA92112
    NONE PC SAN DIEGO ZOO AND SAN DIEGO ZOO SAFARI PARK SCHOOL OUTREACH EDUCATION PROGRAMS 7,500
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC LAKIPIA PERMACULTURE CENTRE - GENERAL OPERATING SUPPORT - KARA RHODES 6,000
    THE DIGDEEP RIGHT TO WATER PROJECT
    3308 DESCANSO DRIVE
    LOS ANGELES,CA90026
    NONE PC NAVAJO WATER PROJECT: TO BRING RUNNING WATER AND SOLAR POWER TO NAVAJO FAMILIES 6,000
    THE OJAI FOUNDATION
    PO BOX 999
    OJAI,CA93024
    NONE PC DRYLAND NATURAL RESOURCES CENTER GENERAL OPERATING SUPPORT 6,000
    A GREENER WORLD
    PO BOX 115
    TERREBONNE,OR97760
    NONE PC GENERAL OPERATING SUPPORT 5,000
    ALTA VISTA FOUNDATION
    325 EAST FIGUEROA STREET
    SANTA BARBARA,CA93101
    NONE PF GENERAL OPERATING SUPPORT 5,000
    AMAZON FRONTLINES
    425 BUSH ST
    SAN FRANCISCO,CA94108
    NONE PC GENERAL OPERATING SUPPORT 5,000
    ARTOWN
    528 W 1ST ST
    RENO,NV89503
    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,ID83340
    NONE PC GENERAL OPERATING SUPPORT 5,000
    BUCK INSTITUTE FOR AGE RESEARCH
    8001 REDWOOD BLVD
    NOVATO,CA94945
    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
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC BRUNSWICK VALLEY LANDCARE (AUSTRALIA) 5,000
    CHARITIES AID FOUNDATION AMERICA
    225 REINEKERS LANE
    ALEXANDRIA,VA22314
    NONE PC BRUNSWICK VALLEY LANDCARE - FOR THE PURPOSE OF NSW GOVERNMENT ENVIRONMENTAL TRUST - CHARLOTTE HODGES 5,000
    CLEAN AIR TASK FORCE INC
    114 STATE STREET
    BOSTON,MA02109
    NONE PC GENERAL OPERATING SUPPORT 5,000
    EARL WARREN SHOWGROUNDS FOUNDATION
    3463 STATE STREET 600
    SANTA BARBARA,CA93105
    NONE PC SANTA BARBARA NATIONAL HORSE SHOW ROCKY MOUNTAIN HORSE CLASSES 5,000
    HONOR THE EARTH
    PO BOX 63
    CALLAWAY,MN56521
    NONE PC STOP LINE 3 5,000
    ISHA FOUNDATION
    951 ISHA LANE
    MCMINNVILLE,TN37110
    NONE PC GENERAL OPERATING SUPPORT 5,000
    LOS PADRES FOREST WATCH INC
    POST OFFICE BOX 831
    SANTA BARBARA,CA93102
    NONE PC GENERAL OPERATING SUPPORT 5,000
    OLD SPANISH DAYS IN SANTA BARBARA INC
    PO BOX 21557
    SANTA BARBARA,CA93121
    NONE PC DE LA GUERRA PLAZA 5,000
    OPTIONS PREGNANCY RESOURCE CENTER
    1800 16TH AVE SE
    ALBANY,OR97322
    NONE PC AREA OF GREATEST NEED 5,000
    PENINSULA COMMITTEE CHILDREN'S HOSPITAL
    P O BOX 801
    PALOS VERDES ESTATES,CA90274
    NONE PC TO SUPPORT ENDOWMENT PROJECTS FOR CHILDRENS HOSPITAL LA 5,000
    PEOPLES ANTI-CRUELTY ASSOCIATION OF NEW MEXICO INC
    PO BOX 21280
    ALBUQUERQUE,NM87154
    NONE PC GENERAL OPERATING SUPPORT 5,000
    PRISON YOGA SANTA BARBARA
    315 MEIGS RD
    SANTA BARBARA,CA93109
    NONE PC GENERAL OPERATING SUPPORT 5,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA (SANTA BARBARA)
    UC SANTA BARBARA
    SANTA BARBARA,CA93106
    NONE PC UCSB MEN'S WATER POLO PROGRAM 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
    SAN FRANCISCO,CA94107
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA COMMUNITY YOUTH PERFORMING ARTS CENTER AKA THE MARJORIE LUKE
    721 E COTA STREET
    SANTA BARBARA,CA93103
    NONE PC GENERAL OPERATING SUPPORT 5,000
    SANTA BARBARA MARITIME MUSEUM
    113 HARBOR WAY
    SANTA BARBARA,CA93109
    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 AMERICAN CHESTNUT FOUNDATION
    50 NORTH MERRIMON AVENUE SUITE 115
    ASHEVILLE,NC28804
    NONE PC GENERAL OPERATING SUPPORT 5,000
    THE ASPEN INSTITUTE
    1000 NORTH THIRD ST
    ASEPN,CO81611
    NONE PC GENERAL OPERATING SUPPORT 5,000
    THE FRIENDSHIP PADDLE
    920 GARDEN STREET SUITE A
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING SUPPORT 5,000
    TRUE NATURE SOCIETY DBA QUAIL SPRINGS PERMACULTURE
    35070 HIGHWAY 33
    MARICOPA,CA93252
    NONE PC GENERAL OPERATING SUPPORT 5,000
    UC SANTA CRUZ FOUNDATION
    1156 HIGH ST
    SANTA CRUZ,CA95064
    NONE PC THE JOHN PEARSE FIELD COURSE ENDOWMENT 5,000
    WILDERNESS YOUTH PROJECT
    5386 HOLLISTER AVE
    SANTA BARBARA,CA93111
    NONE PC GENERAL OPERATING SUPPORT 5,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    407 GERBERDING HALL CAMPUS BOX
    351210
    SEATTLE,WA98195
    NONE PC UW AIRLIFT NORTHWEST PROGRAM - GENERAL OPERATING SUPPORT 4,975
    CLAY STUDIO
    1351 HOLIDAY HILL RD
    GOLETA,CA93117
    NONE PC GENERAL OPERATING SUPPORT 4,500
    SHEJUMPS
    4760 S HIGHLAND DR SUITE 209
    SALT LAKE CITY,UT84117
    NONE PC GENERAL OPERATING SUPPORT 4,000
    FREE INTERNATIONAL INC
    928 E SAHARA AVE
    LAS VEGAS,NV89104
    NONE PC NOT OUR NATIVE DAUGHTERS - GENERAL OPERATING SUPPORT - SALE RHODES 3,000
    GREATER YELLOWSTONE COALITION INC
    215 SOUTH WALLACE AVENUE
    BOZEMAN,MT59715
    NONE PC GENERAL OPERATING SUPPORT 3,000
    CANCER SUPPORT COMMUNITY REDONDO BEACH
    121 W TORRANCE BLVD 201
    REDONDO BEACH,CA90277
    NONE PC GENERAL OPERATING SUPPORT 2,500
    FUND FOR SANTA BARBARA INC
    26 WEST ANAPAMU STREET
    SANTA BARBARA,CA93101
    NONE PC SUPPORT FOR THE NONPROFIT RESOURCE NETWORK (NPRN) 2,500
    V3 SPORTS INC
    701 PLYMOUTH AVE N 102
    MINNEAPOLIS,MN55411
    NONE PC GENERAL OPERATING SUPPORT 2,000
    ACTIVE MINDS INC
    2001 S STREET NW
    WASHINGTON,DC20009
    NONE PC GENERAL OPERATING SUPPORT 1,000
    ARBORETUM FOUNDATION
    2300 ARBORETUM DRIVE EAST
    SEATTLE,WA98112
    NONE PC GENERAL OPERATING SUPPORT 1,000
    1 FOR THE PLANET
    50 LAKESIDE AVENUE 341
    BURLINGTON,VT05401
    NONE PC GENERAL OPERATING SUPPORT 500
    Total .................................bullet 3a 3,460,000
    bApproved for future payment
    HELEN WOODWARD ANIMAL CENTER
    PO BOX 64
    RANCHO SANTA FE,CA92067
    NONE PC GENERAL OPERATING SUPPORT 1,800,000
    AFRICAN WOMEN RISING
    801 COLD SPRING ROAD
    SANTA BARBARA,CA93108
    NONE PC GENERAL OPERATING SUPPORT 75,000
    LAGUNA BLANCA SCHOOL
    4125 PALOMA DRIVE
    SANTA BARBARA,CA93110
    NONE PC GENERAL OPERATING SUPPORT 75,000
    SANTA BARBARA BOTANIC GARDEN INC
    1212 MISSION CANYON ROAD
    SANTA BARBARA,CA93105
    NONE PC GENERAL OPERATING SUPPORT 75,000
    SANTA BARBARA MUSEUM OF NATURAL HISTORY
    2559 PUESTA DEL SOL
    SANTA BARBARA,CA93105
    NONE PC GENERAL OPERATING SUPPORT 75,000
    LOBERO THEATRE FOUNDATION
    33 E CANNON PERDIDO STREET
    SANTA BARBARA,CA93101
    NONE PC GENERAL OPERATING SUPPORT 60,000
    SANTA BARBARA BUCKET BRIGADE
    PO BOX 50640
    SANTA BARBARA,CA93150
    NONE PC GENERAL OPERATING SUPPORT 25,000
    Total .................................bullet 3b 2,185,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 2,681,488  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        01 5,286  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,961,347 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,961,347
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,300 4,388 0 13,163

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    SANTA BARBARA SHARKS FOOTBALL
     
    1235 SAN ANDRES ST
    SANTA BARBARA,CA93101
    2021-07-01 10,000 SECURE GYM SPACE FOR PRACTICE AND GAMES 10,000 NONE 11/30/21 2021-11-30 CONFIRMED THE FUNDS WERE USED FOR THE STATED GRANT PURPOSE

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50,000 UNITS FORD MTR CO DEL NOTE 3.250% 2/12/32 51,200 51,200
    25,000 UNITS GENERAL MTRS FINL CO INC PRFD 5.750%12/31/99 26,750 26,750
    25,000 UNITS MIDAMERICAN ENERGY COMPANY MTG 3.100% 5/01/27 26,557 26,557
    50,000 UNITS APPLE INC NOTE 3.000% 6/20/27 53,602 53,602
    50,000 UNITS FIFTH THIRD BANCORP NOTE 1.707%11/01/27 49,415 49,415
    50,000 UNITS NEXTERA ENERGY CAP HLDGS INC DEB 1.900% 6/15/28 49,515 49,515
    50,000 UNITS SOUTHERN PWR CO NOTE 0.900% 1/15/26 48,342 48,342
    50,000 UNITS VERIZON COMMUNICATIONS INC MTNF 3.875% 2/08/29 55,455 55,455
    50,000 UNITS EQUINIX INC NOTE 1.000% 9/15/25 48,518 48,518
    50,000 UNITS WELLS FARGO & CO MTNF 0.805% 5/19/25 49,445 49,445
    50,000 UNITS VORNADO RLTY L P NOTE 2.150% 6/01/26 49,990 49,990
    50,000 UNITS BK OF AMERICA CORP MTNF 1.530%12/06/25 50,119 50,119
    50,000 UNITS BK OF AMERICA CORP MTNF 2.456%10/22/25 51,365 51,365
    50,000 UNITS JPMORGAN CHASE & CO NOTE 0.563% 2/16/25 49,285 49,285
    50,000 UNITS AFLAC INC NOTE 1.125% 3/15/26 49,112 49,112
    50,000 UNITS CITIGROUP INC NOTE 0.776%10/30/24 49,683 49,683
    50,000 UNITS TRUIST FINL CORP MTNF 1.267% 3/02/27 49,083 49,083
    50,000 UNITS USB CAPITAL IX PRFD 12/31/99 48,152 48,152
    50,000 UNITS CITIGROUP INC PRFD 5.900%12/31/99 51,500 51,500
    875 UNITS ISHARES TR 45,177 45,177
    7,109 UNITS TIAA-CREF FDS CORE IMPCT INST 75,000 75,000

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,461 UNITS AMERICAN EXPRESS CO COM 239,020 239,020
    1,461 UNITS AMGEN INC COM 328,681 328,681
    1,461 UNITS APPLE COMPUTER INC COM 259,430 259,430
    1,461 UNITS BOEING CO COM 294,128 294,128
    1,461 UNITS CATERPILLAR INC DEL COM 302,047 302,047
    1,461 UNITS CHEVRON CORP COM 171,448 171,448
    1,461 UNITS CISCO SYS INC COM 92,584 92,584
    1,461 UNITS COCA COLA CO COM 86,506 86,506
    1,461 UNITS DISNEY WALT CO COM 226,294 226,294
    1,461 UNITS DOW INC COM 82,868 82,868
    1,461 UNITS GOLDMAN SACHS GROUP INC COM 558,906 558,906
    1,461 UNITS HOME DEPOT INC COM 606,330 606,330
    1,461 UNITS HONEYWELL INTL INC COM 304,633 304,633
    1,461 UNITS INTEL CORP COM 75,241 75,241
    1,461 UNITS INTERNATIONAL BUSINESS MACHS COM 195,277 195,277
    1,461 UNITS J P MORGAN CHASE & CO COM 231,349 231,349
    1,461 UNITS JOHNSON & JOHNSON COM 249,933 249,933
    1,461 UNITS MCDONALDS CORP COM 391,650 391,650
    1,461 UNITS MERCK & CO INC COM 111,971 111,971
    1,461 UNITS MICROSOFT CORP COM 491,364 491,364
    1,461 UNITS NIKE INC CL B 243,505 243,505
    1,461 UNITS PROCTER & GAMBLE CO COM 238,990 238,990
    1,461 UNITS SALESFORCE COM INC COM 371,284 371,284
    1,461 UNITS 3M CO TRAVELERS COMPANIES, INC 259,517 259,517
    1,461 UNITS TRAVELERS COMPANIES, INC COM 228,544 228,544
    1,461 UNITS UNITEDHEALTH GROUP INC COM 733,627 733,627
    1,461 UNITS VERIZON COMMUNICATIONS COM 75,914 75,914
    1,461 UNITS VISA INC COM CL A 316,613 316,613
    1,461 UNITS WAL MART STORES INC COM 211,392 211,392
    1,461 UNITS WALGREEN CO COM 76,206 76,206
    14,706.65 UNITS ABBOTT LABS COM 34,341 34,341
    16,386.75 UNITS ABBVIE INC COM 29,517 29,517
    22,925.93 UNITS ADOBE SYS INC COM 30,621 30,621
    51,336.62 UNITS ALPHABET INC CL C 144,680 144,680
    7,877.76 UNITS AMAZON COM INC COM 26,675 26,675
    9,430.82 UNITS ANTHEM, INC. COM 11,589 11,589
    34,750.13 UNITS APPLE COMPUTER INC COM 171,177 171,177
    4,712.33 UNITS APPLIED MATLS INC COM 5,193 5,193
    19,834.85 UNITS BLACKROCK INC CL A 32,045 32,045
    5,474.24 UNITS BOOKING HOLDINGS INC 7,198 7,198
    20,707.57 UNITS CME GROUP INC COM 22,618 22,618
    15,553.98 UNITS CITIGROUP INC COM NEW 17,815 17,815
    11,148.05 UNITS DEERE & CO COM 21,602 21,602
    29,580.98 UNITS DISNEY WALT CO COM DISNEY 44,299 44,299
    10,394.10 UNITS EVERSOURCE ENERGY COM 10,099 10,099
    20,757.05 UNITS FIRST REP BK SAN FRANCISCO C COM 21,064 21,064
    11,500.15 UNITS GENERAL MLS INC COM 14,419 14,419
    14,647.08 UNITS GILEAD SCIENCES INC COM 15,393 15,393
    6,936.18 UNITS HILTON WORLDWIDE HLDGS INC COM 12,167 12,167
    13,588.23 UNITS ILLINOIS TOOL WKS INC COM 22,952 22,952
    15,399.46 UNITS INTUIT COM 27,658 27,658
    14,084.18 UNITS IQVIA HLDGS INC COM 16,082 16,082
    40,582.27 UNITS J P MORGAN CHASE & CO COM 68,566 68,566
    13,583.65 UNITS KIMBERLY CLARK CORP COM 15,292 15,292
    15,581.89 UNITS LILLY ELI & CO COM 19,612 19,612
    12,413.10 UNITS LOWE'S COS 41,615 41,615
    20,627.09 UNITS MARSH & MCLENNAN COS INC COM 35,459 35,459
    17,053.49 UNITS MERCK & CO INC COM 21,689 21,689
    25,932.42 UNITS MICROSOFT CORP COM 125,447 125,447
    5,188.78 UNITS MONDELEZ INTL INC CL A 7,957 7,957
    21,453.33 UNITS NIKE INC CL B 61,668 61,668
    9,483.84 UNITS NORFOLK SOUTHERN CORP COM 11,015 11,015
    18,711.49 UNITS NVIDIA CORP COM 72,939 72,939
    12,769.21 UNITS PAYPAL HLDGS INC COM 10,749 10,749
    13,832.62 UNITS PEPSICO INC COM 21,019 21,019
    14,409.07 UNITS PFIZER INC COM 26,986 26,986
    23,706.74 UNITS PROCTER & GAMBLE CO COM 40,404 40,404
    6,130.66 UNITS QUALCOMM INC COM 20,664 20,664
    20,444.99 UNITS S&P GLOBAL INC. 37,282 37,282
    21,027.22 UNITS SALESFORCE COM INC COM 60,737 60,737
    4,721.04 UNITS SERVICENOW INC COM 5,193 5,193
    7,045.20 UNITS SHERWIN WILLIAMS CO COM 21,130 21,130
    22,384.76 UNITS STARBUCKS CORP COM 35,325 35,325
    10,883.85 UNITS TJX COS INC NEW COM 16,778 16,778
    4,917.75 UNITS T-MOBILE US INC COM 9,626 9,626
    15,615.28 UNITS TEXAS INSTRS INC COM 37,694 37,694
    17,542.72 UNITS THERMO FISHER SCIENTIFIC INC COM 43,371 43,371
    22,632.05 UNITS 3M CO 19,184 19,184
    4,416.80 UNITS UNITED PARCEL SERVICE INC CL B 8,574 8,574
    13,191.84 UNITS UNITEDHEALTH GROUP INC COM 28,120 28,120
    8,292.60 UNITS VERIZON COMMUNICATIONS COM 8,833 8,833
    22,826.16 UNITS VISA INC COM CL A 34,674 34,674
    11,172.56 UNITS ACCENTURE PLC IRELAND SHS CLASS A 29,433 29,433
    15,000.92 UNITS EATON CORP PLC SHS 35,601 35,601
    10,731.12 UNITS MEDTRONIC PLC SHS 12,621 12,621
    24,002.21 UNITS APTIV PLC SHS 37,609 37,609
    9,345.39 UNITS AES CORP COM 18,055 18,055
    9,474.22 UNITS BALL CORP COM 10,397 10,397
    13,223.05 UNITS CMS ENERGY CORP COM 13,595 13,595
    7,821.81 UNITS CADENCE DESIGN SYSTEM INC COM 15,840 15,840
    9,898.76 UNITS MCCORMICK & CO INC COM NON VTG 10,820 10,820
    9,357.81 UNITS UNITED RENTALS INC COM 9,304 9,304
    15,383.88 UNITS VERISK ANALYTICS INC COM 19,671 19,671
    10,825.19 UNITS XYLEM INC COM 18,348 18,348
    270 UNITS SPDR TR S&P 500 128,239 128,239
    472 UNITS ISHARES RUSSELL 2000 INDEX 104,996 104,996
    567 UNITS ABBOTT LABS COM 79,800 79,800
    110 UNITS ADOBE SYS INC COM 62,377 62,377
    334 UNITS AIRBNB INC COM CL A 55,608 55,608
    120 UNITS ALPHABET INC CL C 347,231 347,231
    86 UNITS AMAZON COM INC COM 286,753 286,753
    168 UNITS AMERICAN ELEC PWR INC COM 14,947 14,947
    232 UNITS AMPHENOL CORP NEW CL A 20,291 20,291
    150 UNITS ANTHEM, INC. COM 69,531 69,531
    2,380 UNITS APPLE COMPUTER INC COM 422,617 422,617
    98 UNITS APPLIED MATLS INC COM 15,421 15,421
    313 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW 93,587 93,587
    35 UNITS BLACKROCK INC CL A 32,045 32,045
    508 UNITS BLACKSTONE INC COM 65,730 65,730
    124 UNITS BROADCOM INC 82,511 82,511
    125 UNITS CME GROUP INC COM 28,557 28,557
    349 UNITS CVS CORP COM 36,003 36,003
    383 UNITS CHEVRON CORP COM 44,945 44,945
    795 UNITS CITIGROUP INC COM NEW 48,010 48,010
    842 UNITS COMCAST CORP 42,378 42,378
    82 UNITS COSTCO WHSL CORP NEW COM 46,551 46,551
    195 UNITS DANAHER CORP DEL COM 64,157 64,157
    482 UNITS DISNEY WALT CO COM DISNEY 74,657 74,657
    380 UNITS EOG RES INC COM 33,755 33,755
    344 UNITS META PLATFORMS INC CL A 115,704 115,704
    211 UNITS FIRST REP BK SAN FRANCISCO C COM 43,574 43,574
    602 UNITS FORTIVE CORP COM 45,927 45,927
    380 UNITS GILEAD SCIENCES INC COM 27,592 27,592
    143 UNITS GOLDMAN SACHS GROUP INC COM 54,705 54,705
    415 UNITS HONEYWELL INTL INC COM 86,532 86,532
    61 UNITS INTUIT COM 39,236 39,236
    172 UNITS IQVIA HLDGS INC COM 48,528 48,528
    845 UNITS J P MORGAN CHASE & CO COM 133,806 133,806
    380 UNITS JOHNSON & JOHNSON COM 65,007 65,007
    1,226 UNITS KINDER MORGAN INC DEL COM 19,444 19,444
    74 UNITS LAUDER ESTEE COS INC CL A 27,395 27,395
    310 UNITS MARSH & MCLENNAN COS INC COM 53,884 53,884
    747 UNITS MERCK & CO INC COM 57,250 57,250
    1,205 UNITS MICROSOFT CORP COM 405,266 405,266
    415 UNITS MONDELEZ INTL INC CL A 27,519 27,519
    700 UNITS NIKE INC CL B 116,669 116,669
    394 UNITS NORFOLK SOUTHERN CORP COM 117,298 117,298
    720 UNITS NVIDIA CORP COM 211,759 211,759
    53 UNITS O REILLY AUTOMOTIVE INC NEW COM 37,430 37,430
    144 UNITS PAYPAL HLDGS INC COM 27,155 27,155
    267 UNITS PEPSICO INC COM 46,381 46,381
    723 UNITS PFIZER INC COM 42,693 42,693
    340 UNITS PHILIP MORRIS INTL INC COM 32,300 32,300
    172 UNITS PROCTER & GAMBLE CO COM 28,136 28,136
    390 UNITS RAYTHEON TECHNOLOGIES CORP COM 33,563 33,563
    94 UNITS S&P GLOBAL INC. 44,361 44,361
    104 UNITS SALESFORCE COM INC COM 26,429 26,429
    75 UNITS SERVICENOW INC COM 48,683 48,683
    234 UNITS SHERWIN WILLIAMS CO COM 82,405 82,405
    787 UNITS STARBUCKS CORP COM 92,055 92,055
    1,207 UNITS TJX COS INC NEW COM 91,635 91,635
    208 UNITS TEXAS INSTRS INC COM 39,202 39,202
    156 UNITS THERMO FISHER SCIENTIFIC INC COM 104,089 104,089
    155 UNITS 3M CO 27,533 27,533
    892 UNITS TRUIST FINL CORP COM 52,227 52,227
    162 UNITS TYSON FOODS INC CL A 14,120 14,120
    140 UNITS UNITEDHEALTH GROUP INC COM 70,300 70,300
    636 UNITS VALERO ENERGY CORP NEW COM 47,770 47,770
    363 UNITS VERIZON COMMUNICATIONS COM 18,861 18,861
    798 UNITS VISA INC COM CL A 172,935 172,935
    187 UNITS ACCENTURE PLC IRELAND SHS CLASS A 77,521 77,521
    429 UNITS EATON CORP PLC SHS 74,140 74,140
    276 UNITS APTIV PLC SHS 45,526 45,526
    1,668 UNITS AES CORP COM 40,532 40,532
    196 UNITS KEYSIGHT TECHNOLOGIES INC COM 40,476 40,476
    159 UNITS UNITED RENTALS INC COM 52,834 52,834
    254 UNITS SPDR SERIES TRUST S&P BIOTECH 28,438 28,438

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    US Government Securities - End of Year Book Value:

    248,028
    US Government Securities - End of Year Fair Market Value:

    248,028
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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 19,603,576 19,603,576
    WHITTIER VALUE FUND A, LP FMV 10,554,533 10,554,533
    WHITTIER INTERNATIONAL FUND, LP FMV 5,962,231 5,962,231
    WHITTIER ALTERNATIVE INVESTMENTS FMV 327,457 327,457
    WHITTIER CORPORATE AMERICA FUND, LP FMV 37,434,179 37,434,179
    WHITTIER INTERNATIONAL FUND A LP LAYT FMV 472,431 472,431
    WHITTIER SMALL CAP FUND LP LAYT FMV 1,521,206 1,521,206
    WHITTIER VALUE FUND A LP LAYT FMV 928,967 928,967
    OUTSIDE PARTNERSHIP INVESTMENTS FMV 2,743,358 2,743,358
    BELRIDGE US EQUITY FUND, LP FMV 3,017,993 3,017,993
    ENIAC SELECT I LP FMV 145,583 145,583

    TY 2021 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 16,737 11,966 11,966


    TY 2021 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
    DUES & MEMBERSHIPS 2,280 570 0 1,710


    TY 2021 OtherIncomeSchedule2
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PARTNERSHIP - ENIAC SELECT I, LP   -6,998  
    INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II, LP   -13,079  
    INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP   -1,538  
    INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP   3,729  
    INCOME FROM PARTNERSHIP - MULTIVERSE INVESTMENT FUND I, LP   -10,044  
    INCOME FROM PARTNERSHIP - WHITTIER CORE FIXED INCOME FUND LLC   65,878  
    INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND, LP   138,985  
    INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP (LAYT)   6,515  
    INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP   82,229  
    INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND (LAYT)   -4,927  
    INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND   -63,504  
    INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP (LAYT)   6,226  
    INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP   68,916  
    PARTNERSHIP DISTRIBUTION 15,465 0  
    OTHER INCOME 5,286 0 5,286


    TY 2021 OtherIncreasesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Amount
    UNREALIZED GAIN 16,313,655


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES PAYABLE 643,095 883,337
    FEDERAL EXCISE TAX LIABILITY 0 262


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION & INVESTMENT MANAGEMENT FEES 731,588 182,897 0 548,691


    TY 2021 TaxesSchedule
    Name:
    WWW FOUNDATION
    EIN:
    95-3694741
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 282,787 0 0 0
    FILING FEES 170 0 0 0
    FOREIGN TAXES 426 426 0 0