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
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 W 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 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$26,062,547J 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 105,025 105,025  
4 Dividends and interest from securities... 365,359 365,359  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 470,992
b Gross sales price for all assets on line 6a 4,071,386
7 Capital gain net income (from Part IV, line 2)... 470,992
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
93,277 93,277  
12 Total. Add lines 1 through 11........ 1,034,653 1,034,653  
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)......... Click to see attachment
List of Attached Documents:
// Content
125 63   62
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,250 2,125   2,125
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
210,035 52,509   157,526
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,708 2,418   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
List of Attached Documents:
// Content
9,653 2,414   7,240
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 239,771 59,529   166,953
25 Contributions, gifts, grants paid....... 1,060,000 1,060,000
26 Total expenses and disbursements. Add lines 24 and 25 1,299,771 59,529   1,226,953
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -265,118
b Net investment income (if negative, enter -0-) 975,124
c Adjusted net income (if negative, enter -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 Savings and temporary cash investments......... 538,374 409,144 409,144
3 Accounts receivable right arrow27,338
Less: allowance for doubtful accounts right arrow   43,292 27,338 27,338
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.......... 7,501    
10a Investments—U.S. and state government obligations (attach schedule) 1,287,246 0 0
b Investments—corporate stock (attach schedule)....... 11,928,065 Click to see attachment
List of Attached Documents:
// Content
11,706,307 		21,201,698
c Investments—corporate bonds (attach schedule)....... 1,373,136 Click to see attachment
List of Attached Documents:
// Content
2,893,350 		3,012,900
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).......... 1,246,296 Click to see attachment
List of Attached Documents:
// Content
1,188,363 		1,411,467
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,423,910 16,224,502 26,062,547
Liabilities 17 Accounts payable and accrued expenses.......... 16,794 17,880
18 Grants payable.................    
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
102,728 		Click to see attachment
List of Attached Documents:
// Content
154,869
23 Total liabilities (add lines 17 through 22)......... 119,522 172,749
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...........    
25 Net assets with donor restrictions............    
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........ 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 16,304,388 16,051,753
29 Total net assets or fund balances (see instructions)..... 16,304,388 16,051,753
30 Total liabilities and net assets/fund balances (see instructions). 16,423,910 16,224,502
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
16,304,388
2
Enter amount from Part I, line 27a .....................
2
-265,118
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
89,165
4
Add lines 1, 2, and 3 ..........................
4
16,128,435
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
76,682
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,051,753
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
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 148,400   204,358 -55,958
b 3,922,986   3,396,036 526,950
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       -55,958
b       526,950
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 2 470,992
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 13,554
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 13,554
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 13,554
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,226
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,226
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.......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 1,672
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,672 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
 
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:
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 arrowNV
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 instructions.................
12
 
No
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 (775) 686-5400

Located atright arrow100 W LIBERTY ST 890RENONV ZIP+4right arrow89501
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)
 
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
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)
 
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
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
 
 
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
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
SUSAN COIT 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
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, FIDUCIARY AND INVESTMENT 211,121
100 W LIBERTY ST 890
RENO,NV89501
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
23,859,007
b
Average of monthly cash balances.......................
1b
436,769
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
24,295,776
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
24,295,776
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
364,437
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,931,339
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,196,567
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
1,196,567
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,554
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,554
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,183,013
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,183,013
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
1,183,013
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
1,226,953
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
1,226,953
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 1,183,013
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 336,289
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,226,953
a Applied to 2022, but not more than line 2a 336,289
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..... 890,664
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 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 .......... 		292,349
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
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

ASSISTANCE LEAGUE OF BEND

PO BOX 115
BEND,OR97709 		NA PC OPERATION SCHOOL BELL 15,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		NA PC NORTHWESTERN REGION SUPPORT 20,000

BETHLEHEM INN

PO BOX 8540
BEND,OR97708 		NA PC CASE MANAGEMENT SERVICES 40,000

BOYS & GIRLS CLUBS OF PORTLAND

8203 SE 7TH AVE
PORTLAND,OR97202 		NA PC GENERAL OPERATING SUPPORT 10,000

CENTRAL OREGON ENVIRONMENTAL CENTER INC

16 NW KANSAS AVE
BEND,OR97703 		NA PC GENERAL OPERATING SUPPORT 5,000

CENTRAL OREGON LANDWATCH

2843 NW LOLO DR STE 200
BEND,OR97703 		NA PC SAVE SKYLINE FOREST PROJECT 15,000

CENTRAL OREGON TRAIL ALLIANCE

PO BOX 555
BEND,OR97709 		NA PC GENERAL OPERATING SUPPORT 2,000

DOVELEWIS EMERGENCY ANIMAL HOSPITAL

1945 NW PETTYGROVE
PORTLAND,OR97209 		NA PC GENERAL OPERATING SUPPORT 25,000

EQUAMORE FOUNDATION

4723 HIGHWAY 66
ASHLAND,OR97520 		NA PC GENERAL OPERATING SUPPORT 20,000

FIRST DESCENTS

621 KALAMATH STREET SUITE 175
DENVER,CO80204 		NA PC GENERAL OPERATING SUPPORT, IN MEMORY OF VALERIE COIT LUCKENBILL 90,000

FRIENDS OF AMITY

437 NW WALL ST
BEND,OR97701 		NA PC GENERAL OPERATING SUPPORT 5,000

FRIENDS OF THE CHILDREN - PORTLAND

44 NE MORRIS STREET
PORTLAND,OR97212 		NA PC GENERAL OPERATING SUPPORT 40,000

FRIENDS OF TRYON CREEK STATE PARK

11321 SW TERWILLIGER BLVD
PORTLAND,OR97219 		NA PC IN SUPPORT OF THE EDUCATION PAVILLION IN HONOR OF VAL LUCKENBILL 5,000

GUADALUPE CENTER EDUCATIONAL PROGRAM

2640 GOLDEN GATE
NAPLES,FL34105 		NA PC SUPPORT FOR EARLY LEARNING CENTER PROGRAMS 50,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		NA PC MAUI STRONG FUND 15,000

HUMAN SOLUTIONS

PO BOX 90638
PORTLAND,OR97290 		NA PC GENERAL OPERATING SUPPORT 55,000

HUMANE SOCIETY OF CENTRAL OREGON

61170 SE 27TH ST
BEND,OR97702 		NA PC GENERAL OPERATING SUPPORT 3,000

HUMANE SOCIETY OF THE PIKES PEAK REGION

610 ABBOT LANE
COLORADO SPRINGS,CO80905 		NA PC AREA OF GREATEST NEED 5,000

KINSHIP HOUSE

1823 NE 8TH AVE
PORTLAND,OR97212 		NA PC MENTAL HEALTH THERAPY, GENERAL OPERATING SUPPORT 60,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DR STE 200
RYE BROOK,NY10573 		NA PC GENERAL OPERATING SUPPORT - MOUNTAIN REGION PROGRAMS 35,000

LONGMONT HUMANE SOCIETY

5442 S 900 E 603
MURRAY,UT84117 		NA PC AREA OF GREATEST NEED 5,000

MAUI HUMANE SOCIETY INC

PO BOX 1047
PUUENE,HI96784 		NA PC GENERAL OPERATING SUPPORT 5,000

METAVIVOR RESEARCH AND SUPPORT INC

PO BOX 2096
RIDGWAY,CO81432 		NA PC GENERAL OPERATING SUPPORT, IN MEMORY OF VALERIE COIT LUCKENBILL 20,000

OREGON BALLET THEATRE

0720 SW BANCROFT ST
PORTLAND,OR97239 		NA PC GENERAL OPERATING SUPPORT 20,000

OREGON HEALTH AND SCIENCES UNIVERSITY FOUNDATION

1121 SW SALMON STREET
PORTLAND,OR97205 		NA PC KNIGHT CANCER INSTITUTE FOR DR. PEPPER SCHEDIN'S RESEARCH ON PREGNANCY ASSOCIATED BREAST CANCER 50,000

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 20,000

OREGON ZOO FOUNDATION

4001 SW CANYON ROAD
PORTLAND,OR97221 		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 45,000

PROJECT LEMONADE

PO BOX 96144
PORTLAND,OR97296 		NA PC WISH PROGRAM 20,000

RAPHAEL HOUSE OF PORTLAND

4110 SE HAWTHORNE BLVD 503
PORTLAND,OR97214 		NA PC GENERAL OPERATING SUPPORT 40,000

RONALD MCDONALD HOUSE CHARITIES OF OREGON AND SW WASHINGTON

2620 N COMMERCIAL AVE
PORTLAND,OR972271631 		NA PC GENERAL OPERATING SUPPORT 25,000

SAVING GRACE IMAGINE LIFE WITHOUT VIOLENCE

1004 NW MILWAUKEE AVE STE 100
BEND,OR97701 		NA PC CHALLENGE GRANT FOR 2023 CAMPAIGN 60,000

STREET DOG HERO

70 SW CENTURY DR SUITE 100-123
BEND,OR97702 		NA PC GENERAL OPERATING SUPPORT 5,000

THE ASHER HOUSE

PO BOX 2159
ESTACADA,OR97023 		NA PC GENERAL OPERATING SUPPORT 7,000

THE CONTINGENT

809 N RUSSELL ST STE 203
PORTLAND,OR972271731 		NA PC FOSTER PARENT RECRUITMENT 35,000

THE HUMANE SOCIETY OF BOULDER VALLEY INC

2323 55TH STREET
BOULDER,CO80301 		NA PC SAFETY NET SERVICE PROGRAM 5,000

THE NATURE CONSERVANCY IN IDAHO

4245 N FAIRFAX DR SUITE 100
ARLINGTON,VA22203 		NA PC HIGHEST NEED 50,000

THE NATURE CONSERVANCY IN OREGON

821 SE 14TH AVE
PORTLAND,OR97214 		NA PC GENERAL OPERATING SUPPORT 10,000

THE WILD ANIMAL SANCTUARY

2999 COUNTY ROAD 53
KEENESBURG,CO80643 		NA PC PUERTO RICO RESCUE, PURCHASE OF WORKSTAR 7400-2000 GALLON WATER TRUCKS 35,000

YCC FAMILY CRISIS CENTER

2261 ADAMS AVENUE
OGDEN,UT84401 		NA PC GENERAL OPERATING SUPPORT 30,000
Total .................................right arrow 3a 1,060,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 105,025  
4 Dividends and interest from securities ....     14 365,359  
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 93,277  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 470,992  
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 1,034,653 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,034,653
(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:
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 4,250 2,125   2,125

TY 2023 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
AMBRUS CORE BOND 2,893,350 3,012,900

TY 2023 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
ABBOTT LABS COM 49,995 102,365
ACCENTURE PLC IRELAND SHS CLASS A 71,289 137,206
ADOBE SYS INC COM 72,833 133,638
ADVANCED MICRO DEVICES INC COM 43,531 106,872
AES CORP COM 50,604 67,048
AIRBNB INC COM CL A 108,289 94,617
ALCON AG ORD SHS 4,896 6,250
ALPHABET INC CL C 136,985 689,148
AMAZON COM INC COM 69,386 568,863
AMCOR PLC ORD 31,835 32,448
AMERICA MOVIL SAB DE CV SPON ADR L SHS 28,643 43,040
AMERICAN ELEC PWR INC COM 19,582 28,833
AMERICAN TOWER CORP 14,492 33,246
AMERICAN WTR WKS CO INC NEW COM 27,795 57,944
AMPHENOL CORP NEW CL A 21,003 48,574
APPLE COMPUTER INC COM 140,989 882,365
APPLIED MATLS INC COM 23,068 32,576
ASML HOLDING N V N Y REGISTRY SHS 42,978 109,753
AT&T INC COM 21,354 13,894
ATMOS ENERGY CORP COM 22,862 50,648
AUTOMATIC DATA PROCESSING IN COM 33,219 88,529
AVIVA PLC UNSPONSORED ADR 30,232 26,681
BARCLAYS PLC ADR 37,191 26,500
BASF SE SPONSORED ADR 37,624 21,955
BAYER A G SPONSORED ADR 30,440 10,938
BERKSHIRE HATHAWAY INC DEL CL B NEW 95,824 227,549
BLACKROCK INC COM 33,529 73,874
BLACKROCK INC COM 26,095 58,450
BOEING CO COM 11,713 8,080
BOSTON PROP 38,940 42,523
BRIGHTHOUSE FINL INC COM 4,067 3,651
BROADCOM INC 63,901 283,528
CHEVRON CORP COM 82,770 120,670
CHIPOTLE MEXICAN GRILL INC COM 132,716 228,696
CME GROUP INC COM 48,375 53,703
COLGATE PALMOLIVE CO COM 30,518 36,746
COMCAST CORP 56,039 80,552
CORTEVA INC COM 2,582 10,255
COSTCO WHSL CORP NEW COM 25,734 110,893
CVS CORP COM 72,941 56,772
DANAHER CORP DEL COM 26,574 94,387
DIAGEO P L C SPON ADR NEW 33,796 42,241
DISNEY WALT CO COM DISNEY 107,619 91,915
DOW INC COM 9,624 11,571
DUPONT DE NEMOURS INC COM 21,510 16,617
EAST-WEST BANCORP INC 35,084 66,770
EATON CORP PLC SHS 30,738 127,394
EATON CORP PLC SHS 49,489 216,979
ECOLAB INC 69,688 79,142
ELEVANCE HEALTH INC 48,553 149,485
EMERSON ELEC CO COM 36,829 62,486
EOG RES INC COM 80,205 141,874
ESTEELAUDER 36,119 37,294
FORTIVE CORP COM 59,837 92,406
GENUINE PARTS CO COM 31,702 46,259
GOLDMAN SACHS GROUP INC COM 54,454 111,873
HONEYWELL INTL INC COM 84,293 181,399
ILLINOIS TOOL WKS INC COM 27,618 73,867
INTUIT COM 44,336 78,754
INVITATION HOMES INC COM 66,632 67,231
ISHARES DJ EUR/.PAC DIV 43,945 42,657
ISHARES RUSSELL 2000 INDEX 854,654 1,308,830
JOHNSON & JOHNSON COM 28,617 44,357
JOHNSON & JOHNSON COM 76,250 120,376
JP MORGAN CHASE & CO COM 30,706 85,390
JP MORGAN CHASE & CO COM 103,780 294,613
KINDER MORGAN INC DEL COM 19,482 26,901
KINDER MORGAN INC DEL COM 33,609 44,118
KONTOOR BRANDS INC COM 2,182 5,431
LEGGETT & PLATT INC COM 30,702 18,005
LINDE PLC SHS 33,163 117,874
LINDE PLC SHS 49,676 194,677
LOCKHEED MARTIN CORP COM 31,115 62,547
MARSH & MCLENNAN COS INC COM 64,053 117,661
MCDONALDS CORP COM 27,774 84,209
MERCK & CO INC NEW COM 29,779 58,762
MERCK & CO INC NEW COM 95,111 166,583
META PLATFORMS INC CL A 100,277 252,727
METLIFE INC. 34,667 50,193
MICROSOFT CORP COM 32,689 220,359
MICROSOFT CORP COM 155,186 971,311
MONDELEZ INTL INC CL A 28,313 60,044
MOTOROLA SOLUTIONS 64,163 70,445
NATIONAL GRID PLC SPONSORED ADR NE 31,816 33,791
NESTLE S A SPONSORED ADR 32,407 48,680
NIKE INC CL B 72,453 160,358
NORFOLK SOUTHERN CORP COM 85,908 194,777
NOVARTIS A G SPONSORED ADR 34,520 41,600
NVIDIA CORP COM 92,891 693,308
O REILLY AUTOMOTIVE INC NEW COM 37,203 100,708
ORGANON & CO COMMON STOCK 1,404 764
PEPSICO INC COM 30,522 53,500
PEPSICO INC COM 52,394 93,752
PFIZER INC COM 32,166 28,617
PFIZER INC COM 48,650 43,387
PNC FINANCIAL 66,397 66,276
PROCTER & GAMBLE CO COM 27,924 50,117
PROLOGIS INC COM 26,232 82,913
QUINTILES IMS HLDGS 43,535 82,371
RAYTHEON TECHNOLOGIES CORP COM 122,843 116,534
S&P GLOBAL INC 69,375 106,606
SALESFORCE COM INC COM 36,633 91,310
SANDOZ GROUP 1,911 2,593
SERVICENOW INC COM 74,172 150,482
SIEMENS A G SPONSORED ADR 31,071 53,037
SPDR BIOTECH - XBI 50,539 46,877
SPDR SER TR S&P DIVID ETF 102,510 158,712
SUN CMNTYS INC COM 137,854 136,991
TESLA MTRS INC COM 102,915 180,893
THE BLACKSTONE GROUP 51,117 132,884
THERMO FISHER SCIENTIFIC INC COM 69,801 169,322
TJX COS INC 64,839 175,988
TOTAL S A SPONSORED ADR 34,665 48,177
UNILEVER PLC SPON ADR NEW 30,925 34,566
UNITED PARCEL SERVICE INC CL B 31,146 48,584
UNITED RENTALS INC COM 21,943 114,111
UNITEDHEALTH GROUP INC COM 33,899 153,203
V F CORP COM 35,515 11,186
VALERO ENERGY CORP NEW COM 38,451 95,160
VANGUARD EMERGING MARKET EQUITY ETF 1,156,350 1,262,345
VANGUARD FTSE DEVELOPED MARKETS 582,186 793,176
VANGUARD INDEX FDS MID CAP ETF 1,157,801 1,844,370
VERIZON COMMUNICATIONS COM 36,560 28,350
VIATRIS INC COM 1,822 1,321
VISA INC COM CL A 108,117 430,359
WARNER BROS DISCOVERY INC COM SER A 6,613 2,265
WEYERHAEUSER CO COM 32,923 36,682
WHITTIER VALUE FUND A LP 1,943,937 1,982,808

TY 2023 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
HERSHISER INCOME FUND IV CARVE OUT (FL PROP.) AT COST 20,805 20,805
HERSHISER INCOME FUND V AT COST 151,939 151,939
WTC MULTI STRATEGY OFFSHORE AT COST 986,067 1,090,077
A J GALLAGHER AT COST 29,552 148,646

TY 2023 LegalFeesSchedule
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
LEGAL FEES 125 63   62


TY 2023 OtherDecreasesSchedule
Name:
WILLARD L & RUTH P ECCLES FOUNDATION
 
C/O WHITTIER TRUST CO OF NEVADA
EIN:
47-6330351
Description Amount
ACCRUAL TO CASH CONVERSION 76,682


TY 2023 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 8,903 2,226   6,677
INSURANCE 750 188   563


TY 2023 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 93,277 93,277 93,277


TY 2023 OtherIncreasesSchedule
Name:
WILLARD L & RUTH P ECCLES FOUNDATION
 
C/O WHITTIER TRUST CO OF NEVADA
EIN:
47-6330351
Description Amount
UNREALIZED GAIN ON INVESTMENTS 89,165


TY 2023 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 102,728 154,869


TY 2023 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 210,035 52,509   157,526


TY 2023 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 2,418 2,418   0
FEDERAL INCOME TAX 13,290 0   0