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
WILLARD L & RUTH P ECCLES FOUNDATION
C/O WHITTIER TRUST CO OF NEVADA
Number and street (or P.O. box number if mail is not delivered to street address)100 WEST LIBERTY STREET 890
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RENO, NV89501
A Employer identification number

47-6330351
B Telephone number (see instructions)

(775) 686-5400
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$28,622,075J 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 426,816 426,816  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 665,206
b Gross sales price for all assets on line 6a 6,053,835
7 Capital gain net income (from Part IV, line 2)... 665,206
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)....... Click to see attachment 12,415 12,415  
12 Total. Add lines 1 through 11........ 1,104,437 1,104,437  
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)....... Click to see attachment 4,200 2,100   2,100
c Other professional fees (attach schedule).... Click to see attachment 239,113 59,778   179,335
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,092 2,367   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,399 4,700   4,769
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 268,804 68,945   186,204
25 Contributions, gifts, grants paid....... 910,000 910,000
26 Total expenses and disbursements. Add lines 24 and 25 1,178,804 68,945   1,096,204
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -74,367
b Net investment income (if negative, enter -0-) 1,035,492
c Adjusted net income (if negative, enter -0-)...  
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.............      
2 Savings and temporary cash investments......... 689,769 636,803 636,803
3 Accounts receivable bullet35,092
Less: allowance for doubtful accounts bullet   34,407 35,092 35,092
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.......... 581    
10a Investments—U.S. and state government obligations (attach schedule) 874,837 Click to see attachment727,545 725,217
b Investments—corporate stock (attach schedule)....... 12,043,020 Click to see attachment12,186,679 23,312,326
c Investments—corporate bonds (attach schedule)....... 1,800,437 Click to see attachment1,917,687 1,908,870
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,787,801 Click to see attachment1,717,607 2,003,767
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,230,852 17,221,413 28,622,075
Liabilities 17 Accounts payable and accrued expenses.......... 18,565 20,865
18 Grants payable.................   50,000
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 attachment120,185 Click to see attachment177,033
23 Total liabilities (add lines 17 through 22)......... 138,750 247,898
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 17,092,102 16,973,515
29 Total net assets or fund balances (see instructions)..... 17,092,102 16,973,515
30 Total liabilities and net assets/fund balances (see instructions). 17,230,852 17,221,413
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
17,092,102
2
Enter amount from Part I, line 27a .....................
2
-74,367
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,976
4
Add lines 1, 2, and 3 ..........................
4
17,025,711
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
52,196
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,973,515
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     2020-12-31 2021-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,053,835   5,388,629 665,206
b
c
d
e
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       665,206
b
c
d
e
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 2 665,206
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 14,393
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 14,393
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,251
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,451
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 58
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet58 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)
    bulletNV
    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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWHITTIER TRUST COMPANY Telephone no.bullet (775) 686-5400

    Located atbullet100 W LIBERTY ST 890RENONV ZIP+4bullet89501
    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)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    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
     
     
    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)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    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
     
     
    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
     
     
    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? .............................
    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
    ANN COIT GOSS CHAIR
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    EMILY COIT SECRETARY
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    DAVID COIT TREASURER
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    BARBARA COIT YEAGER ADVISORY COMMITTEE MEMBER
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    HOLLY COIT ADVISORY COMMITTEE MEMBER
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    MEGAN ANN SCHULDT ADVISORY COMMITTEE MEMBER
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    STUART GOSS ADVISORY COMMITTEE MEMBER
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    VALERIE COIT LECKENBILL ADVISORY COMMITTEE MEMBER
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    PEGINE E GRAYSON FOUNDATION ADMINISTRATOR
    2.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    SUSAN COIT ADVISORY COMMITTEE MEMBER
    1.00     		0 0 0
    100 WEST LIBERTY STREET SUITE 890
    RENO,NV89501
    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, FIDUCIARY AND INVESTMENT 241,413
    100 W LIBERTY ST 890
    RENO,NV89501
    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
    26,160,999
    b
    Average of monthly cash balances.......................
    1b
    997,655
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,158,654
    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
    27,158,654
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    407,380
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    26,751,274
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,337,564
    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
    1,337,564
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    14,393
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,393
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,323,171
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,323,171
    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
    1,323,171
    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 1,323,171
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 187,906
    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......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,096,204
    a Applied to 2020, but not more than line 2a 187,906
    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..... 908,298
    e Remaining amount distributed out of corpus 0
    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 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		414,873
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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
    ASSISTANCE LEAGUE OF BEND
    PO BOX 115
    BEND,OR97709     		NA PC OPERATION SCHOOL BELL 14,000
    BEND FOOD PROJECT
    61511 TAM MCARTHUR LP
    BEND,OR977021127     		NA PC GENERAL OPERATING SUPPORT 10,000
    BETHLEHEM INN
    PO BOX 8540
    BEND,OR97708     		NA PC CASE MANAGEMENT STAFFING SUPPORT 30,000
    BOYS & GIRLS CLUBS OF PORTLAND
    8203 SE 7TH AVE
    PORTLAND,OR97202     		NA PC GENERAL OPERATING SUPPORT 10,000
    BRIDGES COLLABORATIVE CARE CLINIC
    3181 SW SAM JACKSON PARK RD
    PORTLAND,OR97239     		NA PC GENERAL OPERATING SUPPORT 2,500
    CASA FOR CHILDREN INC
    1401 NE 68TH AVENUE
    PORTLAND,OR97213     		NA PC GENERAL OPERATING SUPPORT 2,500
    CENTRAL OREGON LANDWATCH
    2843 NW LOLO DR STE 200
    BEND,OR97703     		NA PC GENERAL OPERATING SUPPORT 10,000
    CHILDREN'S CANCER ASSOCIATION
    1200 NW NAITO PARKWAY
    PORTLAND,OR97209     		NA PC GENERAL OPERATING SUPPORT 20,000
    COMMUNITY FOOD SHARE INC
    650 S TAYLOR AVE
    LOUISVILLE,CO80027     		NA PC GENERAL OPERATING SUPPORT 5,000
    DESCHUTES CHILDREN'S FOUNDATION
    1010 NW 14TH STREET
    BEND,OR97703     		NA PC GENERAL OPERATING SUPPORT 4,000
    EQUAMORE FOUNDATION
    4723 HIGHWAY 66
    ASHLAND,OR97520     		NA PC GENERAL OPERATING SUPPORT 10,000
    FRIENDS OF THE CHILDREN - PORTLAND
    44 NE MORRIS STREET
    PORTLAND,OR97212     		NA PC GENERAL OPERATING SUPPORT 50,000
    FRIENDS OF TREES
    3117 NE MARTIN LUTHER KING JR BLVD
    PORTLAND,OR97212     		NA PC GENERAL OPERATING SUPPORT 4,000
    FRIENDS OF TRYON CREEK STATE PARK
    11321 SW TERWILLIGER RD
    PORTLAND,OR97219     		NA PC GENERAL OPERATING SUPPORT 5,000
    GREENWOOD WILDLIFE REHABILITATION CENTER
    PO BOX 18987
    BOULDER,CO80503     		NA PC GENERAL OPERATING SUPPORT 5,000
    GUADALUPE CENTER EDUCATIONAL PROGRAM
    1385 NORTH 1200 WEST
    SALT LAKE CITY,UT84116     		NA PC SUPPORT FOR EARLY LEARNING CENTER PROGRAMS 50,000
    HUMAN SOLUTIONS
    12350 SE POWELL BLVD
    PORTLAND,OR97290     		NA PC GENERAL OPERATING SUPPORT 50,000
    HUMANE SOCIETY OF CENTRAL OREGON
    61170 SE 27TH ST
    BEND,OR97702     		NA PC GENERAL OPERATING SUPPORT 4,000
    HUMANE SOCIETY OF THE PIKES PEAK REGION
    610 ABBOT LANE
    COLORADO SPRINGS,CO80905     		NA PC GENERAL OPERATING SUPPORT 5,000
    JANUS YOUTH PROGRAMS INC
    738 NE DAVIS ST
    PORTLAND,OR97232     		NA PC GENERAL OPERATING SUPPORT 2,500
    JOIN
    PO BOX 16490
    PORTLAND,OR97213     		NA PC GENERAL OPERATING SUPPORT 30,000
    JOIN
    PO BOX 16490
    PORTLAND,OR97213     		NA PC GENERAL OPERATING SUPPORT 20,000
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DR STE 200
    RYE BROOK,NY10573     		NA PC SUSAN LANG PAY-IT-FORWARD TRAVEL FUND - MOUNTAIN REGION 30,000
    MEALS ON WHEELS PEOPLE INC
    7710 SW 31ST AVENUE
    PORTLAND,OR97219     		NA PC GENERAL OPERATING SUPPORT FOR MEALS ON WHEELS IN PORTLAND 2,500
    OREGON BALLET THEATRE
    0720 SW BANCROFT STREET
    PORTLAND,OR97239     		NA PC GENERAL OPERATING SUPPORT 20,000
    OREGON ENERGY FUND
    1020 SW TAYLOR ST 620
    PORTLAND,OR97205     		NA PC GENERAL OPERATING SUPPORT 2,500
    OREGON HEALTH AND SCIENCES UNIVERSITY FOUNDATION
    1121 SW SALMON STREET
    PORTLAND,OR97205     		NA PC KNIGHT CANCER INSTITUTE FOR DR. PEPPER SCHEDINS RESEARCH ON PREGNANCY ASSOCIATED BREAST CANCER 50,000
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BLVD
    PORTLAND,OR97211     		NA PC CAPITAL GRANT FOR THE NEW ROAD AHEAD PROJECT 50,000
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BLVD
    PORTLAND,OR97211     		NA PC GENERAL OPERATING SUPPORT 10,000
    OREGON HUMANE SOCIETY
    1067 NE COLUMBIA BLVD
    PORTLAND,OR97211     		NA PC CHALLENGE GRANT FOR OPERATING SUPPORT 50,000
    OREGON LIONS SIGHT & HEARING FOUNDATION
    1010 NW 22ND AVENUE 144
    PORTLAND,OR97210     		NA PC 20/20 SCHOOL VISION SCREENING PROGRAM 17,000
    PDX DIAPER BANK
    PO BOX 22613
    PORTLAND,OR97269     		NA PC GENERAL OPERATING SUPPORT 5,000
    PDX DIAPER BANK
    PO BOX 22613
    PORTLAND,OR97269     		NA PC GENERAL OPERATING SUPPORT 3,000
    PLANNED PARENTHOOD COLUMBIA WILLAMETTE (MAIN OFFICE)
    3727 NE MARTIN LUTHER KING JR
    BOULEVARD
    PORTLAND,OR97212     		NA PC GENERAL OPERATING SUPPORT 40,000
    PLANNED PARENTHOOD COLUMBIA WILLAMETTE (MAIN OFFICE)
    3727 NE MARTIN LUTHER KING JR
    BOULEVARD
    PORTLAND,OR97212     		NA PC GENERAL OPERATING SUPPORT 10,000
    PLANNED PARENTHOOD COLUMBIA WILLAMETTE (MAIN OFFICE)
    3727 NE MARTIN LUTHER KING JR
    BOULEVARD
    PORTLAND,OR97212     		NA PC GENERAL OPERATING SUPPORT 10,000
    PROJECT LEMONADE
    PO BOX 96144
    PORTLAND,OR97296     		NA PC WISH PROGRAM 14,000
    PROJECT LEMONADE
    PO BOX 96144
    PORTLAND,OR97296     		NA PC GENERAL OPERATING SUPPORT 5,000
    RAPHAEL HOUSE OF PORTLAND
    4110 SE HAWTHORNE BLVD 503
    PORTLAND,OR97214     		NA PC GENERAL OPERATING SUPPORT 30,000
    RONALD MCDONALD HOUSE CHARITIES OF OREGON AND SW WASHINGTON
    2620 N COMMERCIAL AVE
    PORTLAND,OR972271631     		NA PC ELEVATING ACCESS FOR RURAL OREGONIANS 25,000
    SAVING GRACE IMAGINE LIFE WITHOUT VIOLENCE
    1004 NW MILWAUKEE AVE STE 100
    BEND,OR97701     		NA PC 2021 CAMPAIGN MATCHING GRANT FOR OPERATING SUPPORT 30,000
    SECOND CHANCE HUMANE SOCIETY INC
    PO BOX 2096
    RIDGWAY,CO81432     		NA PC GENERAL OPERATING SUPPORT 5,000
    THE CONTINGENT
    809 N RUSSELL ST STE 203
    PORTLAND,OR972271731     		NA PC TARGETED RECRUITMENT & CULTURALLY RESPONSIVE PROGRAMMING 20,000
    THE GIVING PLATE INC
    1245 SE 3RD ST STE C-7
    BEND,OR97702     		NA PC GENERAL OPERATING SUPPORT 10,000
    THE NATURE CONSERVANCY IN IDAHO
    116 N FIRST AVENUE
    HAILEY,ID83333     		NA PC GENERAL OPERATING SUPPORT 50,000
    THE NATURE CONSERVANCY IN OREGON
    4245 N FAIRFAX DR STE 100
    ARLINGTON,VA22203     		NA PC GENERAL OPERATING SUPPORT 10,000
    THE WILD ANIMAL SANCTUARY
    1946 WCR 53
    KEENESBURG,CO80643     		NA PC VETERINARY CLINIC MEDICAL EQUIPMENT 30,000
    THE WILD ANIMAL SANCTUARY
    1946 WCR 53
    KEENESBURG,CO80643     		NA PC FOR 6 ACRES OF LAND IN THE WILD ANIMAL REFUGE 5,000
    VERDE
    4145 NE CULLY BLVD
    PORTLAND,OR97218     		NA PC GENERAL OPERATING SUPPORT 2,500
    YCC FAMILY CRISIS CENTER
    2261 ADAMS AVENUE
    OGDEN,UT84401     		NA PC GENERAL OPERATING SUPPORT 30,000
    Total .................................bullet 3a 910,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 426,816  
    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 ............     		    18 665,206  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,104,437 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,104,437
    (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:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX 4,200 2,100   2,100

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SOUTHERN PWR CO NOTE 0.900% 1/15/26 97,054 96,684
    GEORGIA PAC CORP DEB 7.375%12/01/25 124,291 121,307
    BK OF AMERICA CORP MTNF 2.456%10/22/25 104,070 102,729
    CITIGROUP INC NOTE 0.776%10/30/24 99,858 99,366
    EQUINIX INC NOTE 1.000% 9/15/25 98,604 97,036
    FIFTH THIRD BANCORP NOTE 1.707%11/01/27 99,563 98,830
    FORD MTR CO DEL NOTE 3.250% 2/12/32 50,000 51,200
    GENERAL MTRS FINL CO INC PRFD 5.750%12/31/99 108,410 107,000
    AFLAC INC NOTE 1.125% 3/15/26 49,523 49,112
    JPMORGAN CHASE & CO NOTE 0.563% 2/16/25 98,950 98,569
    MIDAMERICAN ENERGY COMPANY MTG 3.100% 5/01/27 108,242 106,229
    BK OF AMERICA CORP MTNF 1.530%12/06/25 100,000 100,239
    NEXTERA ENERGY CAP HLDGS INC DEB 1.900% 6/15/28 49,466 49,516
    TRUIST FINL CORP MTNF 1.267% 3/02/27 98,907 98,166
    VERIZON COMMUNICATIONS INC MTNF 3.875% 2/08/29 111,319 110,910
    VORNADO RLTY L P NOTE 2.150% 6/01/26 100,562 99,981
    WELLS FARGO & CO MTNF 0.805% 5/19/25 99,676 98,890
    CITIGROUP INC PRFD 5.900%12/31/99 104,863 103,000
    USB CAPITAL IX PRFD 12/31/99 92,825 96,303
    APPLE INC NOTE 3.000% 6/20/27 54,004 53,603
    FIRST REP BK SAN FRANCISCO C 4.5% DP PFD N 67,500 70,200

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD FTSE DEVELOPED MARKETS 582,186 845,503
    SHERWIN WILLIAMS CO COM 43,401 188,053
    HERSHISER INCOME FUND V 379,195 379,195
    SALESFORCE COM INC COM 16,036 63,024
    ASML HOLDING N V N Y REGISTRY SHS 48,017 128,975
    LINDE PLC SHS 55,230 182,569
    S&P GLOBAL INC 58,566 98,161
    STARBUCKS CORP COM 130,632 212,534
    3M CO 59,409 64,835
    ACCENTURE PLC IRELAND SHS CLASS A 79,311 180,329
    ADOBE SYS INC COM 81,107 141,198
    AIRBNB INC COM CL A 119,664 127,864
    ALPHABET INC CL C 156,546 787,056
    AMAZON COM INC COM 72,662 653,531
    AMERICAN ELEC PWR INC COM 21,788 35,143
    ABBOTT LABS COM 80,025 180,147
    TEXAS INSTRS INC COM 56,132 90,089
    THERMO FISHER SCIENTIFIC INC COM 80,741 236,203
    HERSHISER INCOME FUND IV CARVE OUT (FL PROP.) 20,805 20,805
    VANGUARD INDEX FDS MID CAP ETF 1,157,801 2,019,817
    ISHARES RUSSELL 2000 INDEX 854,654 1,450,596
    IQVIA HLDGS INC COM 49,688 111,727
    UNITED RENTALS INC COM 44,586 117,963
    SERVICENOW INC COM 46,894 112,296
    KEYSIGHT TECHNOLOGIES INC COM 40,412 89,625
    AES CORP COM 56,270 94,114
    VISA INC COM CL A 120,385 398,313
    VERIZON COMMUNICATIONS COM 40,708 43,491
    VALERO ENERGY CORP NEW COM 78,801 106,806
    UNITEDHEALTH GROUP INC COM 37,798 162,693
    TYSON FOODS INC CL A 20,951 27,804
    TRUIST FINL CORP COM 72,176 117,334
    TJX COS INC 96,116 208,476
    AMPHENOL CORP NEW CL A 23,360 47,666
    VANGUARD EMERGING MARKET EQUITY ETF 1,156,350 1,521,197
    WTC MULTI STRATEGY OFFSHORE 800,000 807,484
    APPLE COMPUTER INC COM 166,875 962,607
    APTIV PLC SHS 52,148 104,743
    JOHNSON & JOHNSON COM 88,415 146,094
    JP MORGAN CHASE & CO COM 115,470 304,824
    KINDER MORGAN INC DEL COM 42,332 44,123
    LAUDER ESTEE COS INC CL A 13,746 63,304
    MARSH & MCLENNAN COS INC COM 71,755 119,936
    MERCK & CO INC NEW COM 108,568 130,211
    META PLATFORMS INC CL A 113,749 267,062
    INTUIT COM 49,263 90,051
    MICROSOFT CORP COM 126,839 914,790
    NIKE INC CL B 80,995 273,839
    NORFOLK SOUTHERN CORP COM 95,902 272,702
    NVIDIA CORP COM 125,297 487,046
    O REILLY AUTOMOTIVE INC NEW COM 41,415 83,335
    PAYPAL HLDGS INC COM 87,101 60,157
    PEPSICO INC COM 57,962 105,963
    PFIZER INC COM 54,141 98,909
    MONDELEZ INTL INC CL A 31,374 60,740
    HONEYWELL INTL INC COM 93,970 200,587
    GOLDMAN SACHS GROUP INC COM 60,580 123,181
    GILEAD SCIENCES INC COM 86,223 63,025
    BERKSHIRE HATHAWAY INC DEL CL B NEW 109,921 212,290
    BLACKROCK INC COM 29,401 74,160
    BLACKSTONE INC COM 60,175 146,081
    BROADCOM INC 74,315 187,646
    CHEVRON CORP COM 92,246 105,615
    CITIGROUP INC COM NEW 92,403 109,246
    CME GROUP INC COM 53,687 64,654
    COMCAST CORP 62,293 102,774
    COSTCO WHSL CORP NEW COM 28,645 106,160
    CVS CORP COM 81,200 82,425
    DANAHER CORP DEL COM 33,473 149,371
    DISNEY WALT CO COM DISNEY 119,736 175,335
    EATON CORP PLC SHS 55,261 173,166
    ELEVANCE HEALTH INC 57,729 163,166
    EOG RES INC COM 45,078 78,082
    FIRST REP BK SAN FRANCISCO C COM 47,063 97,473
    FORTIVE CORP COM 68,929 106,425
    APPLIED MATLS INC COM 25,593 35,091
    3M CO 22,773 24,691
    VIATRIS INC COM 1,822 1,651
    ORGANON & CO COMMON STOCK 1,404 1,614
    PROCTER & GAMBLE CO COM 11,433 22,738
    SALESFORCE COM INC COM 28,953 35,324
    TRAVELERS COMPANIES, INC COM 14,904 21,744
    UNITEDHEALTH GROUP INC COM 16,363 69,797
    VERIZON COMMUNICATIONS COM 6,757 7,222
    VISA INC COM CL A 9,064 30,123
    WAL MART STORES INC COM 11,273 20,112
    NIKE INC CL B 6,837 23,167
    WALGREENS BOOTS ALLIANCE INC 10,212 7,250
    ALCON AG ORD SHS 4,896 6,970
    AMCOR PLC ORD 31,835 40,426
    AVIVA PLC SPONSORED ADR 37,892 35,546
    BARCLAYS PLC ADR 37,191 34,807
    BASF SE SPONSORED ADR 37,624 28,679
    BAYER A G SPONSORED ADR 30,440 15,713
    DIAGEO P L C SPON ADR NEW 33,796 63,841
    MICROSOFT CORP COM 5,689 46,748
    MERCK & CO INC NEW COM 7,591 10,653
    MCDONALDS CORP COM 13,372 37,262
    AMERICAN EXPRESS CO COM 10,861 22,740
    AMGEN INC COM 34,454 31,271
    APPLE COMPUTER INC COM 4,294 24,682
    BOEING CO COM 20,719 27,983
    CATERPILLAR INC DEL COM 11,057 28,737
    CHEVRON CORP COM 14,474 16,312
    CISCO SYS INC COM 3,784 8,808
    COCA COLA CO COM 5,567 8,230
    DISNEY WALT CO COM DISNEY 14,678 21,530
    DOW INC COM 5,218 7,884
    GOLDMAN SACHS GROUP INC COM 26,196 53,174
    HOME DEPOT INC COM 15,833 57,686
    HONEYWELL INTL INC COM 30,095 28,983
    INTEL CORP COM 4,280 7,159
    INTERNATIONAL BUSINESS MACHS COM 21,323 18,579
    JOHNSON & JOHNSON COM 13,797 23,779
    JP MORGAN CHASE & CO COM 8,293 22,011
    ISHARES DJ EUR/.PAC DIV 43,945 47,518
    LINDE PLC SHS 33,163 99,425
    NATIONAL GRID PLC SPONSORED ADR NE 31,816 35,943
    NESTLE S A SPONSORED ADR 32,407 59,096
    LOCKHEED MARTIN CORP COM 31,115 49,047
    MCDONALDS CORP COM 27,774 76,132
    MERCK & CO INC NEW COM 29,779 41,309
    METLIFE INC. 34,667 47,430
    MICROSOFT CORP COM 32,689 197,084
    PEPSICO INC COM 30,522 54,719
    PFIZER INC COM 32,166 58,696
    UNITED PARCEL SERVICE INC CL B 31,146 66,231
    V F CORP COM 35,515 43,566
    AMERICAN WTR WKS CO INC NEW COM 27,795 82,910
    ATMOS ENERGY CORP COM 22,862 45,784
    BRIGHTHOUSE FINL INC COM 4,067 3,574
    EAST-WEST BANCORP INC 35,084 73,015
    GALLAGHER ARTHUR J & CO COM 29,552 112,152
    GENUINE PARTS CO COM 31,702 46,827
    LEGGETT & PLATT INC COM 30,702 28,318
    MACQUARIE INFRASTR HOLD LLC COMMON UNITS 25,635 1,493
    KINDER MORGAN INC DEL COM 22,168 24,187
    PROCTER & GAMBLE CO COM 30,863 61,833
    JP MORGAN CHASE & CO COM 30,706 79,492
    ILLINOIS TOOL WKS INC COM 27,618 69,598
    NOVARTIS A G SPONSORED ADR 36,463 36,038
    SIEMENS A G SPONSORED ADR 31,071 49,102
    TOTAL S A SPONSORED ADR 34,665 35,364
    UNILEVER PLC SPON ADR NEW 30,925 38,352
    AMERICA MOVIL SAB DE CV SPON ADR L SHS 28,643 49,060
    PROLOGIS INC COM 26,232 104,720
    WEYERHAEUSER CO COM 33,464 43,445
    AT&T INC COM 28,010 20,369
    AUTOMATIC DATA PROCESSING IN COM 33,219 93,700
    BLACKROCK INC COM 33,529 83,316
    BOEING CO COM 11,713 6,241
    COLGATE PALMOLIVE CO COM 30,518 39,342
    CORTEVA INC COM 2,582 10,118
    DOW INC COM 9,624 11,968
    DUPONT DE NEMOURS INC COM 21,510 17,448
    EATON CORP PLC SHS 30,738 91,422
    EMERSON ELEC CO COM 36,829 59,687
    JOHNSON & JOHNSON COM 28,617 48,413
    RAYTHEON TECHNOLOGIES CORP COM 75,106 77,024
    KONTOOR BRANDS INC COM 2,182 4,459
    SPDR SER TR S&P DIVID ETF 102,510 163,982
    SPDR SERIES TRUST S&P BIOTECH 56,219 65,385
    ISHARES TR ESG ADVNCD HY BD 119,800 118,749
    TIAA-CREF FDS CORE IMPCT INST 175,000 174,669
    AMERICAN TOWER CORP 55,337 169,943

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    US Government Securities - End of Year Book Value:

    647,834
    US Government Securities - End of Year Fair Market Value:

    644,872
    State & Local Government Securities - End of Year Book Value:


    79,711
    State & Local Government Securities - End of Year Fair Market Value:


    80,345


    TY 2021 InvestmentsOtherSchedule2
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WHITTIER VALUE FUND A, LP AT COST 1,717,607 2,003,767

    TY 2021 OtherDecreasesSchedule
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Description Amount
    ACCRUAL TO CASH CONVERSION 52,196


    TY 2021 OtherExpensesSchedule
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION EXPENSE 9,399 4,700   4,769


    TY 2021 OtherIncomeSchedule2
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 43 43 43
      12,372 12,372 12,372


    TY 2021 OtherIncreasesSchedule
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Description Amount
    UNREALIZED GAIN 7,976


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 120,185 177,033


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHILANTHROPIC SERVICES AND INVESTMENT MANAGEMENT 239,113 59,778   179,335


    TY 2021 TaxesSchedule
    Name:
    WILLARD L & RUTH P ECCLES FOUNDATION
     
    C/O WHITTIER TRUST CO OF NEVADA
    EIN:
    47-6330351
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,367 2,367   0
    FEDERAL INCOME TAX 13,725 0   0