Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WWW FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)177 E COLORADO BLVD 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PASADENA, CA91105
A Employer identification number

95-3694741
B Telephone number (see instructions)

(626) 441-5111
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$90,381,467J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 636,996 636,996  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,373,127
b Gross sales price for all assets on line 6a 15,919,515
7 Capital gain net income (from Part IV, line 2)... 4,540,611
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
List of Attached Documents:
// Content
16,452 249,982 0
12 Total. Add lines 1 through 11........ 6,026,575 5,427,589 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,850 3,312 0 15,638
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
655,268 163,817 0 491,451
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
76,921 257 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,475 369 0 1,106
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,175 3,794 0 11,381
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 769,689 171,549 0 519,576
25 Contributions, gifts, grants paid....... 3,210,387 3,210,387
26 Total expenses and disbursements. Add lines 24 and 25 3,980,076 171,549 0 3,729,963
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,046,499
b Net investment income (if negative, enter -0-) 5,256,040
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 2,764 8,457 8,457
2 Savings and temporary cash investments......... 944,388 772,611 772,611
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 83,230 6,785 6,785
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
3,079,764 		3,079,764
b Investments—corporate stock (attach schedule)....... 13,525,314 Click to see attachment
List of Attached Documents:
// Content
22,184,330 		22,184,330
c Investments—corporate bonds (attach schedule)....... 1 Click to see attachment
List of Attached Documents:
// Content
414,156 		414,156
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 62,235,531 Click to see attachment
List of Attached Documents:
// Content
63,810,450 		63,810,450
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
14,330 		Click to see attachment
List of Attached Documents:
// Content
104,914 		Click to see attachment
List of Attached Documents:
// Content
104,914
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 76,805,558 90,381,467 90,381,467
Liabilities 17 Accounts payable and accrued expenses.......... 48,723 59,552
18 Grants payable................. 2,052,540 1,836,033
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
599,519 		Click to see attachment
List of Attached Documents:
// Content
762,637
23 Total liabilities (add lines 17 through 22)......... 2,700,782 2,658,222
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 67,334,052 79,426,688
25 Net assets with donor restrictions............ 6,770,724 8,296,557
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 74,104,776 87,723,245
30 Total liabilities and net assets/fund balances (see instructions). 76,805,558 90,381,467
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
74,104,776
2
Enter amount from Part I, line 27a .....................
2
2,046,499
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,735,088
4
Add lines 1, 2, and 3 ..........................
4
87,886,363
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
163,118
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
87,723,245
Form 990-PF (2023)
Form 990-PF (2023)
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   2023-01-01 2023-12-31
b GREAT POINT VENTURES INNOVATION FUND II, LP P 2023-01-01 2023-12-31
c MULTIVERSE INVESTMENT FUND I, LP P 2023-01-01 2023-12-31
d WHITTIER CORPORATE AMERICA FUND, LP P 2023-01-01 2023-12-31
e WHITTIER INTERNATIONAL FUND A, LP (LAYT) P 2023-01-01 2023-12-31
WHITTIER INTERNATIONAL FUND A, LP P 2023-01-01 2023-12-31
WHITTIER SMID CAP FUND, LP (LAYT) P 2023-01-01 2023-12-31
WHITTIER SMID CAP FUND, LP P 2023-01-01 2023-12-31
WHITTIER VALUE FUND A, LP (LAYT) P 2023-01-01 2023-12-31
WHITTIER VALUE FUND A, LP P 2023-01-01 2023-12-31
WHITTIER VALUE FUND A, LP (LIQUIDATING DISTRIBUTION) P 2023-01-01 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,919,515   15,546,388 373,127
b       -392
c       -25,705
d       2,247,796
e       -13,514
      -116,195
      65,569
      844,981
      35,518
      235,374
      894,052
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       373,127
b       -392
c       -25,705
d       2,247,796
e       -13,514
      -116,195
      65,569
      844,981
      35,518
      235,374
      894,052
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 4,540,611
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 73,059
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 73,059
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 73,059
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 85,180
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 85,180
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 12,121
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,121 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA
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 2023 or the taxable year beginning in 2023? 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
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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWHITTIER TRUST COMPANY Telephone no.right arrow (626) 441-5111

Located atright arrow177 E COLORADO BLVD 800PASADENACA ZIP+4right arrow91105
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
List of Attached Documents:
// Content
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
177 E COLORADO BLVD STE 800
PASADENA,CA91105
BRYCE W RHODES VICE PRESIDENT
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
WINIFRED W RHODES VICE PRESIDENT
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
PEGINE E GRAYSON SECRETARY/EXECUTIVE DIRECTOR
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
DAVID A DAHL CHIEF FINANCIAL OFFICER
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
MARCIA W CONSTANCE DIRECTOR
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
BRETT E HODGES DIRECTOR
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
BRIAN M HODGES DIRECTOR
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
ADAM J RHODES DIRECTOR
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
EMERY W RHODES DIRECTOR
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
ARLO G SORENSEN DIRECTOR
2.00 		0 0 0
177 E COLORADO BLVD STE 800
PASADENA,CA91105
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 574,837
177 E COLORADO BLVD SUITE 800
PASADENA,CA91105
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
19,314,270
b
Average of monthly cash balances.......................
1b
837,682
c
Fair market value of all other assets (see instructions)................
1c
63,910,299
d
Total (add lines 1a, b, and c).........................
1d
84,062,251
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
84,062,251
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,260,934
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
82,801,317
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,140,066
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
4,140,066
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
73,059
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
73,059
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,067,007
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,067,007
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
4,067,007
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
3,729,963
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,729,963
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,067,007
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 720,166
b From 2019...... 607,428
c From 2020...... 234,268
d From 2021...... 89,731
e From 2022...... 743,302
f Total of lines 3a through e ........ 2,394,895
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,729,963
a Applied to 2022, 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 2023 distributable amount..... 3,729,963
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 337,044 337,044
(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 2,057,851
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		383,122
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,674,729
10 Analysis of line 9:
a Excess from 2019.... 607,428
b Excess from 2020.... 234,268
c Excess from 2021.... 89,731
d Excess from 2022.... 743,302
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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

6523 HELEN WOODWARD WAY STE 100
RANCHO SANTA FE,CA92067 		NONE PC MULTI-YEAR GRANT: GENERAL OPERATING SUPPORT 450,000

BOYS & GIRLS CLUBS OF METRO LOS ANGELES

5029 VERMONT AVE
LOS ANGELES,CA90037 		NONE PC BOY & GIRLS CLUB CHALLENGERS TENNIS PROGRAM 290,000

AFRICAN WOMEN RISING

801 COLD SPRING ROAD SANTA BARBARA
CA 93108
SANTA BARBARA,CA93108 		NONE PC GENERAL OPERATING SUPPORT 222,500

YOUNG AMERICA'S FOUNDATION

217 STATE STREET
SANTA BARBARA,CA93101 		NONE PC SUMMER YOUTH PROGRAM 200,000

FULFILLMENT FUND

1150 S OLIVE STREET STE 2050
LOS ANGELES,CA90015 		NONE PC SCHOLARSHIP SUPPORT 100,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS

ONE SHIELDS AVENUE
DAVIS,CA95616 		NONE PC MULTI-YEAR (RHODES BROTHERS: ADAM, BRYCE, EMERY): $198K OVER 2 YEARS - GENERAL OPERATING SUPPORT 99,000

ELINGS PARK FOUNDATION

1298 LAS POSITAS ROAD
SANTA BARBARA,CA93105 		NONE PC ELINGS PARK CAPITAL CAMPAIGN - S. BRADFORD, B. HODGES & B. HODGES 75,000

LONG LIVE THE KINGS

1326 5TH AVENUE 450 SEATTLE WA
98101
SEATTLE,WA98101 		NONE PC GENERAL OPERATING SUPPORT 70,000

ORANGE COUNTY UNITED WAY

18012 MITCHELL SOUTH
IRVINE,CA92614 		NONE PC GENERAL OPERATING SUPPORT 65,000

INSTITUTE FOR JUSTICE

901 NORTH GLEBE ROAD STE 900
ARLINGTON,VA22203 		NONE PC GENERAL OPERATING SUPPORT 55,000

DIGNITYMOVES

2406 BUSH ST
SAN FRANCISCO,CA94115 		NONE PC LA POSADA PROJECT ($250K OVER 5 YEARS) 50,000

LOBERO THEATRE FOUNDATION

33 E CANNON PERDIDO STREET
SANTA BARBARA,CA93101 		NONE PC OVATION CEKEBRATION ($250K OVER 5 YEARS) 50,000

LOBERO THEATRE FOUNDATION

33 E CANNON PERDIDO STREET
SANTA BARBARA,CA93101 		NONE PC $25K: EVENT SPONSORSHIP & $25K: ANNUAL FUND 50,000

LOS ANGELES ROOM & BOARD (LA ROOM & BOARD)

435 S BOYLE AVE
LOS ANGELES,CA90033 		NONE PC GENERAL OPERATING SUPPORT - INCLUDE ONE YEAR REPORT 50,000

SANTA BARBARA HISTORICAL MUSEUM

136 EAST DE LA GUERRA STREET
SANTA BARBARA,CA93101 		NONE PC GENERAL OPERATING SUPPORT 50,000

SANTA BARBARA HISTORICAL MUSEUM

136 EAST DE LA GUERRA STREET
SANTA BARBARA,CA93101 		NONE PC $30K: LOBERO GOLDEN EAGLE VIDEO; $10K: ANNUAL FUND; $5K: EAGLE RESTORATION 45,000

LOBERO THEATRE FOUNDATION

33 E CANNON PERDIDO STREET
SANTA BARBARA,CA93101 		NONE PC GENERAL OPERATING SUPPORT 45,000

CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS

598 N FAIRVIEW AVENUE
GOLETA,CA93117 		NONE PC GENERAL OPERATING SUPPORT ($181,500 OVER 4 YRS) 41,500

WOODLAND PARK ZOOLOGICAL SOCIETY

5500 PHINNEY AVENUE N
SEATTLE,WA98103 		NONE PC GENERAL OPERATING SUPPORT 40,000

SEATTLE AQUARIUM

1483 ALASKAN WAY
SEATTLE,WA98101 		NONE PC GENERAL OPERATING SUPPORT 40,000

HELEN WOODWARD ANIMAL CENTER

6523 HELEN WOODWARD WAY STE 100
RANCHO SANTA FE,CA92067 		NONE PC GENERAL OPERATING SUPPORT 40,000

ARBORETUM FOUNDATION

2300 ARBORETUM DRIVE EAST
SEATTLE,WA98112 		NONE PC GENERAL OPERATING SUPPORT 40,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS

ONE SHIELDS AVENUE
DAVIS,CA95616 		NONE PC SEADOC ENDOWMENT 38,000

GREATER HORIZONS

1055 BROADWAY STE 130
KANSAS CITY,MT64105 		NONE PC CHARITABLE ACTIVITIES 35,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		NONE PC MAUI STRONG FUND 35,000

THE UC DAVIS FOUNDATION

202 COUSTEAU PLACE STE 185
DAVIS,CA95618 		NONE PC SCHOOL FOR LATIN AMERICA, TO BE USED AT THE DISCRETION OF MARCELA UHART 30,000

HELEN WOODWARD ANIMAL CENTER

6523 HELEN WOODWARD WAY STE 100
RANCHO SANTA FE,CA92067 		NONE PC SUPPORT FOR SPRING FLING 30,000

UC SANTA CRUZ FOUNDATION

1156 HIGH ST
SANTA CRUZ,CA95064 		NONE PC JOHN PEARSE FUND 30,000

STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES

PO BOX 20466
STANFORD,CA94309 		NONE PC SCHOOL OF EARTH SCIENCES 30,000

BOB BROWN FOUNDATION

PO BOX 4586
HOBART,TASMANIA7000
AS 		NONE PC ED GRANT - PARAGON - GENERAL OPERATING SUPPORT 29,350

FISH & GAME NEW ZEALAND

PO BOX 25055
WELLINGTON   6146
NZ 		NONE PC ED GRANT (PARAGON) - UNRESTRICTED FUNDS 27,750

SANTA BARBARA MUSEUM OF NATURAL HISTORY

2559 PUESTA DEL SOL
SANTA BARBARA,CA93105 		NONE PC COLLECTIONS CARE PROJECT 25,000

TRUE NATURE SOCIETY DBA QUAIL SPRINGS

35070 HIGHWAY 33
MARICOPA,CA93252 		NONE PC GENERAL OPERATING SUPPORT 25,000

OCEAN CONSERVANCY INC

1300 19TH STREET NW 8TH FLOOR
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING SUPPORT 25,000

LAGUNA BLANCA SCHOOL

4125 PALOMA DRIVE
SANTA BARBARA,CA93110 		NONE PC WHITTIER SUMMER CAMP FUND - TO SUPPORT DISADVANTAGED STUDENTS IN SUMMER CAMP PROGRAMS. 25,000

OLD SPANISH DAYS IN SANTA BARBARA INC

PO BOX 21557
SANTA BARBARA,CA93121 		NONE PC DE LA GUERRA WEDDING PARTY FIESTA PARADE 25,000

SANTA BARBARA BOTANIC GARDEN INC

1212 MISSION CANYON ROAD
SANTA BARBARA,CA93105 		NONE PC BACKCOUNTRY PROJECT 25,000

MUSIC ACADEMY OF THE WEST

1070 FAIRWAY RD
SANTA BARBARA,CA93108 		NONE PC GENERAL OPERATING SUPPORT 25,000

CHILDREN'S DISCOVERY FOUNDATION (FUNHOUSE COMMONS)

30 PEA PATCH LANE
EASTSOUND,WA98245 		NONE PC ORCAS ISLAND FUNHOUSE PROGRAMS 25,000

MONTECITO COMMUNITY FOUNDATION

PO BOX 5001
SANTA BARBARA,CA93150 		NONE PC MONTECITO TRIANGLE REST: '23: $25K FOR CREATION OF GARDEN & '24: $25K TOWARD ENDOWMENT 25,000

PHOTOGRAPHERS WITHOUT BORDERS

23 DIVISION ST
SARATOGA SPRINGS,NY12866 		NONE PC GENERAL OPERATING SUPPORT 20,000

WOODLAND PARK ZOOLOGICAL SOCIETY

5500 PHINNEY AVENUE N
SEATTLE,WA98103 		NONE PC CARE AND CONSERVATION OF PHEASANTS 20,000

HEAL THE OCEAN

PO BOX 90106 1430 CHAPALA STREET
SANTA BARBARA,CA93109 		NONE PC GENERAL OPERATING SUPPORT 20,000

CATE SCHOOL

1960 CATE MESA ROAD
CARPINTERIA,CA93013 		NONE PC SUPPORT STUDENTS DOING ENVIRONMENTAL WORK - AR 20,000

UNITY SHOPPE INC

1209 STATE STREET
SANTA BARBARA,CA93101 		NONE PC SUPPORTING FAMILIES DEALING WITH HEALTH CRISES 20,000

SANTA BARBARA BIRTH CENTER

2958 STATE STREET
SANTA BARBARA,CA93105 		NONE PC GENERAL OPERATING SUPPORT 20,000

CARE4PAWS

PO BOX 60524 SANTA BARBARA
SANTA BARBARA,CA93160 		NONE PC GENERAL OPERATING SUPPORT 20,000

CASA DEL HERRERO

PO BOX 5612
SANTA BARBARA,CA93150 		NONE PC GENERAL OPERATING (IN RECOGNITION OF GINA JANNOTA) 20,000

NEW VILLAGE GIRLS ACADEMY NEW VILLAGE CHARTER SCHOOL INC

147 N OCCIDENTAL BOULEVARD
LOS ANGELES,CA90026 		NONE PC GENERAL OPERATING SUPPORT 20,000

THE GIVING BACK FUND

2208 CANYONBACK ROAD
LOS ANGELES,CA90049 		NONE PC NEXUS 18,500

BIG SCRUB LANDCARE

1146 FRIDAY HUT RD
BINNA BURRA,NORTH SOUTH WALES2479
AS 		NONE PC ED GRANT - PARAGON - GENERAL OPERATING SUPPORT 17,750

RAINFOREST RESCUE

GLS GEMEINSCHAFTBANK EG
BOSHUM   44774
GM 		NONE PC ED GRANT - PARAGON - GENERAL OPERATING SUPPORT 17,750

TRUE NATURE SOCIETY DBA QUAIL SPRINGS

35070 HIGHWAY 33
MARICOPA,CA93252 		NONE PC $7,500 TO DRYLAND NATURAL RESOURCES CENTER AND $7,500 TO LIKIPIA PERMACULTURE FARM 15,000

THE FRIENDSHIP PADDLE

801 GARDEN STREET STE 300
SANTA BARBARA,CA93101 		NONE PC EVENT SUPPORT AND EXPENSES 15,000

FUNGI FOUNDATION INC

716 MARCY AVE
BROOKLYN,NY11216 		NONE PC GENERAL OPERATING SUPPORT 15,000

HELEN WOODWARD ANIMAL CENTER

6523 HELEN WOODWARD WAY STE 100
RANCHO SANTA FE,CA92067 		NONE PC SUPPORT FOR HOPE TELETHON 15,000

CHARITIES AID FOUNDATION AMERICA

225 REINEKERS LANE STE 375
ALEXANDRIA,VA22314 		NONE PC BRUNSWICK VALLEY LANDCARE (AUSTRALIA) - GENERAL OPERATING SUPPORT 15,000

EQUUS SURVIVAL TRUST

130 LUMBER PLANT ROAD
LOWGAP,NC27024 		NONE PC AKHAL-TAKE ASSOCIATION OF AMERICA - GENERAL OPERATING SUPPORT 15,000

BELLOSGUARDO FOUNDATION INC

1407 E CABRILLO BOULEVARD
SANTA BARBARA,CA93108 		NONE PC GENERAL OPERATING SUPPORT 15,000

SANTA BARBARA BUCKET BRIGADE

PO BOX 50640
SANTA BARBARA,CA93150 		NONE PC GENERAL OPERATING SUPPORT 15,000

UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION

2301 BANCROFT WAY 4420
BERKELEY,CA94720 		NONE PC CAL MEN'S LACROSSE PROGRAM 15,000

CHAPMAN UNIVERSITY

1 UNIVERSITY DRIVE
ORANGE,CA92866 		NONE PC SCHOLARSHIP FUND FOR ACCOUNTING STUDENTS AT ARGYROS SCHOOL OF BUSINESS AND ECONOMICS 15,000

ORCAS ISLAND COMMUNITY FOUNDATION

PO BOX 1496
EASTSOUND,WA98245 		NONE PC GENERAL OPERATING SUPPORT 14,500

WHITE BUFFALO LAND TRUST

PO BOX 5100
SANTA BARBARA,CA93150 		NONE PC ROOTS OF THE FUTURE 13,500

MUSEUM OF AUSTRALIAN PHOTOGRAPHY

860 FERNTREE GULLY RD
WHEELERS HILL,VICTORIA3150
AS 		NONE PC ED GRANT - PARAGON - GENERAL OPERATING SUPPORT 12,750

STATE STREET BALLET

2285 LAS POSITAS RD
SANTA BARBARA,CA93105 		NONE PC GENERAL OPERATING SUPPORT 12,500

CLAY STUDIO

1351 HOLIDAY HILL ROAD
GOLETA,CA93117 		NONE PC GENERAL OPERATING SUPPORT 10,500

THE NATURE CONSERVANCY

830 S STREET
SACRAMENTO,CA95811 		NONE PC PROGRAMS FOR FIGHTING WILDFIRES & CONDUCTING CONTROLLED BURNS 10,000

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BLVD STE 1500
LOS ANGELES,CA90025 		NONE PC SUPPORT FOR UKRAINE 10,000

LITTLE BIT THERAPEUTIC RIDING CENTER

18675 NE 106TH ST
REDMOND,WA98052 		NONE PC GENERAL OPERATING SUPPORT 10,000

LONG LIVE THE KINGS

1326 5TH AVENUE 450 SEATTLE WA
98101
SEATTLE,WA98101 		NONE PC SALMON CONSERVATION PROJECT ON ORCAS ISLAND 10,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		NONE PC GENERAL OPERATING SUPPORT 10,000

PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA

PO BOX 6009
WHITTIER,CA90607 		NONE PC GENERAL OPERATING SUPPORT 10,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS

ONE SHIELDS AVENUE
DAVIS,CA95616 		NONE PC SEADOC SOCIETY - GENERAL OPERATING SUPPORT 10,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO

9500 GILMAN DRIVE MAIL CODE 0940
LA JOLLA,CA92093 		NONE PC UCSD SCRIPPS INST OF OCEANOGRAPHY (COLLECTIONS) 10,000

SAN DIEGO NATURAL HISTORY MUSEUM

PO BOX 121390
SAN DIEGO,CA92112 		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

THE SANTA BARBARA RESPONSE NETWORK

115 W CANON PERDIDO ST
SANTA BARBARA,CA93101 		NONE PC LOST ART OF LOVE LETTERS PROJECT 10,000

THE DALMATIAN DREAMS FOUNDATION DBA DREAM FOUNDATION

1528 CHAPALA ST STE 304
SANTA BARBARA,CA93101 		NONE PC GENERAL OPERATING SUPPORT 10,000

SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC

1214 STATE STREET 6TH FLOOR
SANTA BARBARA,CA93101 		NONE PC MUSIC AND THE ARTS 10,000

COASTAL RANCHES CONSERVANCY

1482 E VALLEY RD STE 135
SANTA BARBARA,CA93108 		NONE PC GENERAL OPERATING SUPPORT 10,000

UNRWA USA NATIONAL COMMITTEE

1875 K STREET NW FOURTH FLOOR
WASHINGTON,DC20006 		NONE PC AID AND RELIEF IN GAZA 10,000

FIRST THINGS FOUNDATION INC

4001 SANTA BARBARA BLVD 412
NAPLES,FL34104 		NONE PC GENERAL OPERATING SUPPORT 10,000

BOULDER MOUNTAIN CLAYWORKS

471 E 10TH ST B-6 PO BOX 3725
KETCHUM   83340
ID 		NONE PC GENERAL OPERATING SUPPORT 10,000

SANTA BARBARA FOUNDATION

1111 CHAPALA STREET STE 200
SANTA BARBARA,CA93101 		NONE PC KEY CLASS - GENERAL OPERATING SUPPORT 10,000

COURT APPOINTED SPECIAL ADVOCATES OF SANTA BARBARA COUNTY

2125 S BROADWAY STE 106
SANTA MARIA,CA93454 		NONE PC GENERAL OPERATING SUPPORT 10,000

CHRIS BERTISH FOUNDATION INC

5328 ALHAMA DR
WOODLAND HILLS,CA91364 		NONE PC GENERAL OPERATING SUPPORT 10,000

A ROCHA USA

PO BOX 223 WHEATON IL 60187
WHEATON,IL60187 		NONE PC MT KARIOI PROJECT IN RAGLAND NZ 10,000

ONE805 INC

2000 STATE STREET
SANTA BARBARA,CA93105 		NONE PC ONE805LIVE! FESTIVAL 7,500

PENINSULA COMMITTEE CHILDREN'S HOSPITAL

PO BOX 801
PALOS VERDES ESTATES,CA90274 		NONE PC GENERAL OPERATING SUPPORT 7,500

SB SHARKS FOOTBALL

1235 SAN ANDRES ST
SANTA BARBARA,CA93101 		NONE PC ER GRANT (PARAGON): SANTA BARBARA BALLERS AFTERSCHOOL SPORTS PROGRAMS 6,544

HEARTS THERAPEUTIC EQUESTRIAN CENTER

PO BOX 30662
SANTA BARBARA,CA93130 		NONE PC GENERAL OPERATING SUPPORT 6,000

CANCER SUPPORT COMMUNITY REDONDO BEACH

2601 AIRPORT DR STE 100
TORRANCE,CA90505 		NONE PC GENERAL OPERATING SUPPORT 5,000

WHITE SALMON BINGEN ROTARY CLUB FOUNDATION

PO BOX 251
WHITE SALMON,WA98672 		NONE PC NAJIJALI PROJECT 5,000

WILD OPS

372 LONGBRANCH RD
SIMI VALLEY,CA93065 		NONE PC GENERAL OPERATING SUPPORT 5,000

ZACHARY GERALD KNIGHT FOUNDATION INC

430 RIVENDELL LN
SEVERNA PARK,MD21146 		NONE PC GENERAL OPERATING SUPPORT (MULTI-YEAR GRANT FOR 3 YEARS) 5,000

BRIDGERCARE

1288 N 14TH AVE 201
BOZEMAN,MT59715 		NONE PC GENERAL OPERATING SUPPORT 5,000

HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC)

32 SOUTH TRACY
BOZEMAN,MT59715 		NONE PC GENERAL OPERATING SUPPORT 5,000

SANTA YNEZ VALLEY HISTORICAL SOCIETY

3596 SAGUNTO STREET
SANTA YNEZ,CA93460 		NONE PC GENERAL OPERATING SUPPORT 5,000

SANTA BARBARA SHOWGROUNDS FOUNDATION

3400 CALLE REAL
SANTA BARBARA,CA93105 		NONE PC SANTA BARBARA NATIONAL HORSE SHOW 5,000

PEOPLES ANTI-CRUELTY ASSOCIATION OF NEW MEXICO INC

PO BOX 21280
ALBUQUERQUE,NM87154 		NONE PC GENERAL OPERATING SUPPORT 5,000

PAPOOSE CLUB

PO BOX 35
HAILEY   83333
ID 		NONE PC GENERAL OPERATING SUPPORT 5,000

ONE EARTH PHILANTHROPY

8611 WASHINGTON BLVD
CULVER CITY,CA90232 		NONE PC DAUGHTERS FOR EARTH - GENERAL OPERATING SUPPORT 5,000

THE ZOOLOGICAL SOCIETY OF SAN DIEGO

PO BOX 120551
SAN DIEGO,CA92112 		NONE PC GENERAL OPERATING SUPPORT 2,500

LOBERO THEATRE FOUNDATION

33 E CANNON PERDIDO STREET
SANTA BARBARA,CA93101 		NONE PC TO SUPPORT DINNER & DIVOTS 2,500

SANTA BARBARA HISTORICAL MUSEUM

136 EAST DE LA GUERRA STREET
SANTA BARBARA,CA93101 		NONE PC TO SUPPORT FIESTA DEL MUSEO 2,500

SANTA BARBARA FOUNDATION

1111 CHAPALA STREET STE 200
SANTA BARBARA,CA93101 		NONE PC 2023 PARTNERSHIP FOR EXCELLENCE CONFERENCE SPONSORSHIP 1,000
Total .................................right arrow 3a 3,426,894
bApproved for future payment

HELEN WOODWARD ANIMAL CENTER
6523 HELEN WOODWARD WAY STE 100
RANCHO SANTA FE,CA92067 		NONE PC GENERAL OPERATING SUPPORT 900,000

LOBERO THEATRE FOUNDATION
33 E CANNON PERDIDO STREET
SANTA BARBARA,CA93101 		NONE PC GENERAL OPERATING SUPPORT AND OVATION CELEBRATION 220,000

ELINGS PARK FOUNDATION
1298 LAS POSITAS ROAD
SANTA BARBARA,CA93105 		NONE PC ELINGS PARK CAPITAL CAMPAIGN 220,000

DIGNITYMOVES
2406 BUSH ST
SAN FRANCISCO,CA94115 		NONE PC LA POSADA PROJECT ($250K OVER 5 YEARS) 200,000

CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS
598 N FAIRVIEW AVENUE
GOLETA,CA93117 		NONE PC GENERAL OPERATING SUPPORT ($181,500 OVER 4 YRS) 150,000

SANTA BARBARA BOTANIC GARDEN INC
1212 MISSION CANYON ROAD
SANTA BARBARA,CA93105 		NONE PC BACKCOUNTRY PROJECT 25,000

LAGUNA BLANCA SCHOOL
4125 PALOMA DRIVE
SANTA BARBARA,CA93110 		NONE PC WHITTIER SUMMER CAMP FUND FOR DISADVANTAGED STUDENTS IN SUMMER CAMP PROGRAMS. 25,000

AFRICAN WOMEN RISING
801 COLD SPRING ROAD SANTA BARBARA
CA 93108
SANTA BARBARA,CA93108 		NONE PC GENERAL OPERATING SUPPORT 25,000

SANTA BARBARA MUSEUM OF NATURAL HISTORY
2559 PUESTA DEL SOL
SANTA BARBARA,CA93105 		NONE PC COLLECTIONS CARE PROJECT 25,000

MONTECITO COMMUNITY FOUNDATION
PO BOX 5001
SANTA BARBARA,CA93150 		NONE PC ENDOWMENT FUNDS 25,000

CATE SCHOOL
1960 CATE MESA ROAD
CARPINTERIA,CA93013 		NONE PC SUPPORT STUDENTS DOING ENVIRONMENTAL WORK 20,000

ZACHARY GERALD KNIGHT FOUNDATION INC
430 RIVENDELL LN
SEVERNA PARK,MD21146 		NONE PC GENERAL OPERATING SUPPORT 5,000
Total ................................. right arrow 3b 1,840,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 636,996  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 16,452  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 5,373,127  
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 6,026,575 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,026,575
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 20,850 3,312 0 15,638

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

TY 2023 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
SB SHARKS FOOTBALL
  		3078 CALLE FRESNO
SANTA BARBARA,CA93105 		2023-05-10 6,544 FOR FOOTBALL EQUIPMENTS 6,544 NONE 11/30/23 2023-04-26 ALL EXPENDITURES WERE MADE IN FURTHERANCE OF THE STATED PURPOSE OF THE GRANT.

TY 2023 InvestmentsCorpBondsSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Name of Bond End of Year Book Value End of Year Fair Market Value
$5.572M HWAC MRI @5% PER ANNUM DUE 12/01/25 1 1
AMERICAN ASSETS TRUST LP NOTE 3.375% 2/01/31 102,101 102,101
SUN COMMUNITIES OPERATING LP PART 5.700% 1/15/33 207,876 207,876
EXTRA SPACE STORAGE LP NOTE 3.900% 4/01/29 104,178 104,178

TY 2023 InvestmentsCorpStockSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Name of Stock End of Year Book Value End of Year Fair Market Value
814,748.7600 UNITS FUNDVANTAGE TR 8,114,898 8,114,898
4,500 UNITS REXFORD IND RTY INC 100,350 100,350
329 UNITS ISHARES RUSSELL 2000 INDEX 66,034 66,034
1,194 UNITS AMERICAN EXPRESS CO COM 223,684 223,684
1,194 UNITS AMGEN INC COM 343,896 343,896
1,194 UNITS APPLE COMPUTER INC COM 229,881 229,881
1,194 UNITS BOEING CO COM 311,228 311,228
1,194 UNITS CATERPILLAR INC DEL COM 353,030 353,030
1,194 UNITS CHEVRON CORP COM 178,097 178,097
1,194 UNITS CISCO SYS INC COM 60,321 60,321
1,194 UNITS COCA COLA CO COM 70,362 70,362
1,194 UNITS DISNEY WALT CO COM 107,806 107,806
1,194 UNITS DOW INC COM 65,479 65,479
1,194 UNITS GOLDMAN SACHS GROUP INC COM 460,609 460,609
1,194 UNITS HOME DEPOT INC COM 413,781 413,781
1,194 UNITS HONEYWELL INTL INC COM 250,394 250,394
1,194 UNITS INTEL CORP COM 59,999 59,999
1,194 UNITS INTERNATIONAL BUSINESS MACHS COM 195,279 195,279
1,194 UNITS J P MORGAN CHASE & CO COM 203,099 203,099
1,194 UNITS JOHNSON & JOHNSON COM 187,148 187,148
1,194 UNITS MCDONALDS CORP COM 354,033 354,033
1,194 UNITS MERCK & CO INC COM 130,170 130,170
1,194 UNITS MICROSOFT CORP COM 448,992 448,992
1,194 UNITS NIKE INC CL B 129,633 129,633
1,194 UNITS PROCTER & GAMBLE CO COM 174,969 174,969
1,194 UNITS SALESFORCE COM INC COM 314,189 314,189
1,194 UNITS 3M 130,528 130,528
1,194 UNITS TRAVELERS COMPANIES, INC COM 227,445 227,445
1,194 UNITS UNITEDHEALTH GROUP INC COM 628,605 628,605
1,194 UNITS VERIZON COMMUNICATIONS COM 45,014 45,014
1,194 UNITS VISA INC COM CL A 310,858 310,858
1,194 UNITS WAL MART STORES INC COM 188,234 188,234
1,194 UNITS WALGREEN CO COM 31,175 31,175
221 UNITS ABBOTT LABS COM 24,325 24,325
103 UNITS ABBVIE INC COM 15,962 15,962
49 UNITS ADOBE SYS INC COM 29,233 29,233
905 UNITS ALPHABET INC CL C 127,542 127,542
494 UNITS AMAZON COM INC COM 75,058 75,058
52 UNITS ELEVANCE HEALTH INC. 24,521 24,521
718 UNITS APPLE COMPUTER INC COM 138,237 138,237
30 UNITS APPLIED MATLS INC COM 4,862 4,862
32 UNITS BLACKROCK INC CL A 25,978 25,978
3 UNITS BOOKING HOLDINGS INC 10,642 10,642
90 UNITS CME GROUP INC COM 18,954 18,954
267 UNITS CITIGROUP INC COM NEW 13,734 13,734
57 UNITS DEERE & CO COM 22,793 22,793
259 UNITS DISNEY WALT CO COM DISNEY 23,385 23,385
100 UNITS EVERSOURCE ENERGY COM 6,172 6,172
194 UNITS GENERAL MLS INC COM 12,637 12,637
71 UNITS HILTON WORLDWIDE HLDGS INC COM 12,928 12,928
84 UNITS ILLINOIS TOOL WKS INC COM 22,003 22,003
39 UNITS INTUIT COM 24,376 24,376
52 UNITS IQVIA HLDGS INC COM 12,032 12,032
392 UNITS J P MORGAN CHASE & CO COM 66,679 66,679
97 UNITS KIMBERLY CLARK CORP COM 11,786 11,786
64 UNITS LILLY ELI & CO COM 37,307 37,307
146 UNITS LOWE'S COS 32,492 32,492
185 UNITS MARSH & MCLENNAN COS INC COM 35,052 35,052
256 UNITS MERCK & CO INC COM 27,909 27,909
337 UNITS MICROSOFT CORP COM 126,725 126,725
109 UNITS MONDELEZ INTL INC CL A 7,895 7,895
335 UNITS NIKE INC CL B 36,371 36,371
224 UNITS NVIDIA CORP COM 110,929 110,929
109 UNITS PEPSICO INC COM 18,513 18,513
414 UNITS PFIZER INC COM 11,919 11,919
223 UNITS PROCTER & GAMBLE CO COM 32,678 32,678
102 UNITS QUALCOMM INC COM 14,752 14,752
71 UNITS S&P GLOBAL INC. 31,277 31,277
216 UNITS SALESFORCE COM INC COM 56,838 56,838
7 UNITS SERVICENOW INC COM 4,945 4,945
54 UNITS SHERWIN WILLIAMS CO COM 16,843 16,843
273 UNITS STARBUCKS CORP COM 26,211 26,211
282 UNITS TJX COS INC NEW COM 26,454 26,454
75 UNITS T-MOBILE US INC COM 12,025 12,025
181 UNITS TEXAS INSTRS INC COM 30,853 30,853
59 UNITS THERMO FISHER SCIENTIFIC INC COM 31,317 31,317
36 UNITS UNITED PARCEL SERVICE INC CL B 5,660 5,660
51 UNITS UNITEDHEALTH GROUP INC COM 26,850 26,850
154 UNITS VERIZON COMMUNICATIONS COM 5,806 5,806
178 UNITS VISA INC COM CL A 46,342 46,342
64 UNITS ACCENTURE PLC IRELAND SHS CLASS A 22,458 22,458
186 UNITS EATON CORP PLC SHS 44,793 44,793
206 UNITS APTIV PLC SHS 18,482 18,482
672 UNITS AES CORP COM 12,936 12,936
98 UNITS BALL CORP COM 5,637 5,637
189 UNITS CMS ENERGY CORP COM 10,975 10,975
77 UNITS CADENCE DESIGN SYSTEM INC COM 20,972 20,972
101 UNITS MCCORMICK & CO INC COM NON VTG 6,910 6,910
25 UNITS UNITED RENTALS INC COM 14,336 14,336
78 UNITS VERISK ANALYTICS INC COM 18,631 18,631
138 UNITS XYLEM INC COM 15,782 15,782
31 UNITS AMERICAN TOWER CORP NEW 6,692 6,692
94 UNITS PROLOGIS INC 12,530 12,530
102 UNITS SPDR SERIES TRUST S&P BIOTECH 9,108 9,108
271 UNITS SIEMENS AG 25,349 25,349
89 UNITS LINDE PLC 36,553 36,553
33 UNITS ASML HOLDINGS NV 24,978 24,978
419 UNITS ABBOTT LABS COM 46,119 46,119
100 UNITS ADOBE SYS INC COM 59,660 59,660
309 UNITS AIRBNB INC COM CL A 42,067 42,067
2,199 UNITS ALPHABET INC CL C 309,905 309,905
1673 UNITS AMAZON COM INC COM 254,196 254,196
168 UNITS AMERICAN ELEC PWR INC COM 13,645 13,645
214 UNITS AMPHENOL CORP NEW CL A 21,214 21,214
145 UNITS ELEVANCE HEALTH, INC. COM 68,376 68,376
2,043 UNITS APPLE COMPUTER INC COM 393,339 393,339
90 UNITS APPLIED MATLS INC COM 14,586 14,586
286 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW 102,005 102,005
35 UNITS BLACKROCK INC CL A 28,413 28,413
464 UNITS BLACKSTONE INC COM 60,747 60,747
115 UNITS BROADCOM INC 128,369 128,369
114 UNITS CME GROUP INC COM 24,008 24,008
330 UNITS CVS CORP COM 26,057 26,057
361 UNITS CHEVRON CORP COM 53,847 53,847
813 UNITS COMCAST CORP 35,650 35,650
78 UNITS COSTCO WHSL CORP NEW COM 51,486 51,486
185 UNITS DANAHER CORP DEL COM 42,798 42,798
455 UNITS DISNEY WALT CO COM DISNEY 41,082 41,082
530 UNITS EOG RES INC COM 64,104 64,104
177 UNITS OF ECOLAB INC 35,108 35,108
325 UNITS META PLATFORMS INC CL A 115,037 115,037
567 UNITS FORTIVE CORP COM 41,748 41,748
131 UNITS GOLDMAN SACHS GROUP INC COM 50,536 50,536
387 UNITS HONEYWELL INTL INC COM 81,158 81,158
57 UNITS INTUIT COM 35,627 35,627
164 UNITS IQVIA HLDGS INC COM 37,946 37,946
772 UNITS J P MORGAN CHASE & CO COM 131,317 131,317
347 UNITS JOHNSON & JOHNSON COM 54,389 54,389
1,121 UNITS KINDER MORGAN INC DEL COM 19,774 19,774
121 UNITS LAUDER ESTEE COS INC CL A 17,696 17,696
283 UNITS MARSH & MCLENNAN COS INC COM 53,620 53,620
683 UNITS MERCK & CO INC COM 74,461 74,461
1,163 UNITS MICROSOFT CORP COM 437,335 437,335
384 UNITS MONDELEZ INTL INC CL A 27,813 27,813
659 UNITS NIKE INC CL B 71,548 71,548
370 UNITS NORFOLK SOUTHERN CORP COM 87,461 87,461
626 UNITS NVIDIA CORP COM 310,008 310,008
48 UNITS O REILLY AUTOMOTIVE INC NEW COM 45,604 45,604
194 UNITS PNC FINL SVCS GROUP INC 30,041 30,041
247 UNITS PEPSICO INC COM 41,950 41,950
676 UNITS PFIZER INC COM 19,462 19,462
311 UNITS PHILIP MORRIS INTL INC COM 29,259 29,259
159 UNITS PROCTER & GAMBLE CO COM 23,300 23,300
631 UNITS RAYTHEON TECHNOLOGIES CORP COM 53,092 53,092
111 UNITS S&P GLOBAL INC. 48,898 48,898
154 UNITS SALESFORCE COM INC COM 40,524 40,524
98 UNITS SERVICENOW INC COM 69,236 69,236
838 UNITS TJX COS INC NEW COM 78,613 78,613
333 UNITS TESLA MTRS INC 82,744 82,744
143 UNITS THERMO FISHER SCIENTIFIC INC 75,903 75,903
132 UNITS UNITEDHEALTH GROUP INC COM 69,494 69,494
333 UNITS VALERO ENERGY CORP NEW COM 43,290 43,290
363 UNITS VERIZON COMMUNICATIONS COM 13,685 13,685
738 UNITS VISA INC COM CL A 192,138 192,138
177 UNITS ACCENTURE PLC IRELAND SHS CLASS A 62,111 62,111
401 UNITS EATON CORP PLC SHS 96,569 96,569
1570 UNITS AES CORP COM 30,223 30,223
328 UNITS ADVANCED MICRO DEVICES INC 48,350 48,350
45 UNITS CHIPOTLE MEXICAN GRILL INC 102,913 102,913
888 UNITS INVITATION HOMES INC. 30,290 30,290
103 UNITS OF MOTOROLA SOLUTIONS INC 32,248 32,248
91 UNITS UNITED RENTALS INC COM 52,181 52,181
70 UNITS AMERICAN TOWER CORP NEW 15,112 15,112
273 UNITS OF BOSTON PROPERTIES INC 19,156 19,156
461 UNITS SUN COMMUNITIE INC 61,613 61,613
238 UNITS SPDR SERIES TRUST S&P BIOTECH 21,251 21,251
213 UNITS LINDE PLC 87,481 87,481
65 UNITS ASML HOLDING 49,200 49,200

TY 2023 InvestmentsGovtObligationsSch
Name:
WWW FOUNDATION
EIN:
95-3694741
US Government Securities - End of Year Book Value:

3,079,764
US Government Securities - End of Year Fair Market Value:

3,079,764
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
WWW FOUNDATION
EIN:
95-3694741
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GREATPOINT VENTURES INNOVATION FD II FMV 1,018,222 1,018,222
MULTIVERSE INVESTMENT FUND I FMV 1,110,237 1,110,237
HERSHISER INCOME FUND IV FMV 26,006 26,006
HERSHISER INCOME FUND V FMV 189,924 189,924
ENIAC SELECT I LP FMV 290,427 290,427
WHITTIER CORPORATE AMERICA FUND, LP FMV 32,534,251 32,534,251
WHITTIER VALUE FUND A, LP FMV 4,373,824 4,373,824
WHITTIER SMALL CAP FUND, LP FMV 18,564,427 18,564,427
WHITTIER INTERNATIONAL FUND, LP FMV 2,913,395 2,913,395
WHITTIER VALUE FUND A LP LAYT FMV 919,250 919,250
WHITTIER SMALL CAP FUND LP LAYT FMV 1,440,570 1,440,570
WHITTIER INTERNATIONAL FUND A LP LAYT FMV 429,917 429,917

TY 2023 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 14,330 99,849 99,849
ACCRUED INTEREST PURCHASED   5,065 5,065


TY 2023 OtherDecreasesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Description Amount
DEFERRED FEDERAL EXCISE TAXES 163,118


TY 2023 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 3,815 954 0 2,861
MISCELLANEOUS EXPENSES 10,610 2,652 0 7,958


TY 2023 OtherIncomeSchedule2
Name:
WWW FOUNDATION
EIN:
95-3694741
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PARTNERS MULTIVERSE INVESTMENT FUND I, LP   -14,263  
INCOME FROM PARTNERSHIP - ENIAC SELECT I, LP   -9,514  
INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II, LP   -11,494  
INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP   -577  
INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP   10,010  
INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND, LP   170,958  
INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP   42,032  
INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP (LAYT)   4,888  
INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND (LAYT)   427  
INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND, LP   5,517  
INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP   45,179  
INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP (LAYT)   6,819  
PARTNERSHIP DISTRIBUTION 16,452 0  


TY 2023 OtherIncreasesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Description Amount
UNREALIZED GAIN 11,735,088


TY 2023 OtherLiabilitiesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAXES PAYABLE 599,519 762,637


TY 2023 OtherProfessionalFeesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATION & INVESTMENT MANAGEMENT FEES 655,268 163,817 0 491,451


TY 2023 TaxesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 76,444 0 0 0
FILING FEES 220 0 0 0
FOREIGN TAXES 257 257 0 0