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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$91,407,358
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 667,279 667,279  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,822,603
b Gross sales price for all assets on line 6a 14,415,150
7 Capital gain net income (from Part IV, line 2)... 4,450,170
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)....... 224 93,412 0
12 Total. Add lines 1 through 11........ 8,490,106 5,210,861 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)......... 11,475 2,869 0 8,606
b Accounting fees (attach schedule)....... 22,607 3,752 0 16,955
c Other professional fees (attach schedule).... 673,911 168,483 0 505,428
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 107,869 337 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 24,361 6,090 0 18,271
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,577 395 0 1,182
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 841,800 181,926 0 550,442
25 Contributions, gifts, grants paid....... 12,387,693 12,810,131
26 Total expenses and disbursements. Add lines 24 and 25 13,229,493 181,926 0 13,360,573
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,739,387
b Net investment income (if negative, enter -0-) 5,028,935
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 8,457 2,940 2,940
2 Savings and temporary cash investments......... 772,611 561,016 561,016
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.......... 6,785    
10a Investments—U.S. and state government obligations (attach schedule) 3,079,764 Click to see attachment
List of Attached Documents:
// Content
203,468
203,468
b Investments—corporate stock (attach schedule)....... 22,184,330 Click to see attachment
List of Attached Documents:
// Content
17,185,849
17,185,849
c Investments—corporate bonds (attach schedule)....... 414,156 Click to see attachment
List of Attached Documents:
// Content
418,307
418,307
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).......... 63,810,450 Click to see attachment
List of Attached Documents:
// Content
72,977,290
72,977,290
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
104,914
Click to see attachment
List of Attached Documents:
// Content
58,488
Click to see attachment
List of Attached Documents:
// Content
58,488
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 90,381,467 91,407,358 91,407,358
Liabilities 17 Accounts payable and accrued expenses.......... 59,552 56,692
18 Grants payable................. 1,836,033 1,413,581
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
762,637
Click to see attachment
List of Attached Documents:
// Content
861,251
23 Total liabilities (add lines 17 through 22)......... 2,658,222 2,331,524
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........... 79,426,688 89,075,834
25 Net assets with donor restrictions............ 8,296,557 0
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)..... 87,723,245 89,075,834
30 Total liabilities and net assets/fund balances (see instructions). 90,381,467 91,407,358
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
87,723,245
2
Enter amount from Part I, line 27a .....................
2
-4,739,387
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,135,343
4
Add lines 1, 2, and 3 ..........................
4
89,119,201
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
43,367
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
89,075,834
Form 990-PF (2024)
Form 990-PF (2024)
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   2024-01-01 2024-12-31
b GREATPOINT VENTURES INNOVATION FUND II, LP P 2024-01-01 2024-12-31
c WHITTIER INTERNATIONAL FUND A LP (LAYT) P 2024-01-01 2024-12-31
d WHITTIER INTERNATIONAL FUND A LP P 2024-01-01 2024-12-31
e WHITTIER SMID CAP FUND (LAYT) P 2024-01-01 2024-12-31
WHITTIER SMID CAP FUND, LP P 2024-01-01 2024-12-31
WHITTIER VALUE FUND A, LP (LAYT) P 2024-01-01 2024-12-31
WHITTIER VALUE FUND A, LP P 2024-01-01 2024-12-31
WHITTIER CORPORATE AMERICA FUND, LP P 2024-01-01 2024-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,415,150   13,271,722 1,143,428
b       1,989
c       2,250
d       28,203
e       15,108
      485,559
      14,316
      242,881
      2,516,436
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,143,428
b       1,989
c       2,250
d       28,203
e       15,108
      485,559
      14,316
      242,881
      2,516,436
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 4,450,170
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 69,902
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 69,902
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 69,902
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 57,121
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 33,799
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 55
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 36,158
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 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 2024 or the taxable year beginning in 2024? 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) 774-5188

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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 673,911
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 (2024)
Form 990-PF (2024)
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
21,245,915
b
Average of monthly cash balances.......................
1b
574,776
c
Fair market value of all other assets (see instructions)................
1c
73,035,778
d
Total (add lines 1a, b, and c).........................
1d
94,856,469
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
94,856,469
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,422,847
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
93,433,622
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,671,681
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
4,671,681
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
69,902
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
69,902
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,601,779
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,601,779
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
4,601,779
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
13,360,573
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
13,360,573
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,601,779
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 607,428
b From 2020...... 234,268
c From 2021...... 89,731
d From 2022...... 743,302
e From 2023......  
f Total of lines 3a through e ........ 1,674,729
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 13,360,573
a Applied to 2023, 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 2024 distributable amount..... 4,601,779
e Remaining amount distributed out of corpus 8,758,794
5 Excess distributions carryover applied to 2024. 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 10,433,523
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
607,428
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
9,826,095
10 Analysis of line 9:
a Excess from 2020.... 234,268
b Excess from 2021.... 89,731
c Excess from 2022.... 743,302
d Excess from 2023....  
e Excess from 2024.... 8,758,794
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

GREATER HORIZONS

1055 BROADWAY SUITE 130
KANSAS CITY,MO64105
  PC LAYT TOTAL DISTRIBUTION 9,523,911

HELEN WOODWARD ANIMAL CENTER

PO BOX 64 6523 HELEN WOODWARD WAY
STE 100
RANCHO SANTA FE,CA92067
  PC MULTI-YEAR GRANT: GENERAL OPERATING SUPPORT 450,000

AFRICAN WOMEN RISING

801 COLD SPRING ROAD
SANTA BARBARA,CA93108
  PC GENERAL OPERATING SUPPORT 225,000

YOUNG AMERICA'S FOUNDATION

217 STATE STREET
SANTA BARBARA,CA93101
  PC SUMMER YOUTH PROGRAM 200,000

ELINGS PARK FOUNDATION

1298 LAS POSITAS ROAD
SANTA BARBARA,CA93105
  PC ELINGS PARK CAPITAL CAMPAIGN 135,000

UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION (UCI)

611 ALDRICH HALL
IRVINE,CA926975670
  PC FOR THE FALLING LEAVES FOUNDATION MEDICAL INNOVATION BUILDING 100,000

LONG LIVE THE KINGS

1326 5TH AVENUE 450
SEATTLE,WA98101
  PC GENERAL OPERATING SUPPORT 75,000

THE UC DAVIS FOUNDATION

202 COUSTEAU PLACE SUITE 185
DAVIS,CA956187761
  PC THE SEADOC SOCIETY 70,000

ORANGE COUNTY UNITED WAY

18012 MITCHELL SOUTH
IRVINE,CA92614
  PC GENERAL OPERATING SUPPORT 65,000

FULFILLMENT FUND

1150 S OLIVE STREET STE 2050
LOS ANGELES,CA90015
  PC SCHOLARSHIP PROGRAM 50,000

WOODLAND PARK ZOOLOGICAL SOCIETY

5500 PHINNEY AVENUE N
SEATTLE,WA98103
  PC GENERAL OPERATING SUPPORT 50,000

NEW VILLAGE GIRLS ACADEMY

147 N OCCIDENTAL BOULEVARD
LOS ANGELES,CA90026
  PC GENERAL OPERATING SUPPORT 50,000

SEATTLE AQUARIUM

1483 ALASKAN WAY PIER 59
SEATTLE,WA981012015
  PC GENERAL OPERATING SUPPORT 50,000

DIGNITYMOVES

2406 BUSH STREET
SAN FRANCISCO,CA94115
  PC LA POSADA PROJECT ($250K OVER 5 YEARS) 50,000

CENTER FOR URBAN AGRICULTURE AT FAIRVIEW GARDENS

598 N FAIRVIEW AVENUE
GOLETA,CA93117
  PC GENERAL OPERATING SUPPORT ($181,500 OVER 4 YRS) 50,000

INSTITUTE FOR JUSTICE

901 NORTH GLEBE ROAD SUITE 900
ARLINGTON,VA22203
  PC GENERAL OPERATING SUPPORT 50,000

JENESSE CENTER INC

PO BOX 8476
LOS ANGELES,CA90008
  PC GENERAL OPERATING SUPPORT 50,000

LOBERO THEATRE FOUNDATION

33 E CANNON PERDIDO STREET
SANTA BARBARA,CA93101
  PC OVATION CELEBRATION ($250K OVER 5 YEARS) 50,000

LOS ANGELES ROOM & BOARD

435 SOUTH BOYLE AVENUE
LOS ANGELES,CA90033
  PC GENERAL OPERATING SUPPORT 50,000

OCEAN CONSERVANCY INC

1300 19TH STREET NW 8TH FLOOR
WASHINGTON,DC20036
  PC GENERAL OPERATING SUPPORT 50,000

SANTA BARBARA HISTORICAL MUSEUM

136 EAST DE LA GUERRA STREET
SANTA BARBARA,CA93101
  PC GENERAL OPERATING SUPPORT 40,000

EQUUS SURVIVAL TRUST

130 LUMBER PLANT ROAD
LOWGAP,NC27024
  PC AKHAL-TAKE ASSOCIATION OF AMERICA - GENERAL OPERATING SUPPORT 35,000

ARBORETUM FOUNDATION

2300 ARBORETUM DRIVE EAST
SEATTLE,WA98112
  PC WASHINGTON PARK ARBORETUM 30,000

HELEN WOODWARD ANIMAL CENTER

PO BOX 64 6523 HELEN WOODWARD WAY
STE 100
RANCHO SANTA FE,CA92067
  PC FOR THE SPRING FLING GALA 30,000

THE GIVING BACK FUND

2208 CANYONBACK ROAD
LOS ANGELES,CA900491179
  PC NEXUS 28,500

ELINGS PARK FOUNDATION

1298 LAS POSITAS ROAD
SANTA BARBARA,CA93105
  PC GODRIC GROVE 25,000

STREET SOCCER USA

10018 AVENUE OF THE AMERICAS 2ND FL
NEW YORK CITY,NY10018
  PC GENERAL OPERATING SUPPORT 25,000

THE FRIENDSHIP PADDLE

801 GARDEN STREET SUITE 300
SANTA BARBARA,CA93101
  PC GENERAL OPERATING SUPPORT 25,000

TRUE NATURE SOCIETY DBA QUAIL SPRINGS

35070 HIGHWAY 33
MARICOPA,CA93252
  PC $12,500 TO BORE HOLE PUMP AND SOLAR PANELS AND $12,500 TO GOS 25,000

LAGUNA BLANCA SCHOOL

4125 PALOMA DRIVE
SANTA BARBARA,CA93110
  PC WHITTIER SUMMER CAMP FUND - TO SUPPORT DISADVANTAGED STUDENTS IN SUMMER CAMP PROGRAMS. 25,000

SANTA BARBARA PUBLIC LIBRARY FOUNDATION

PO BOX 1019
SANTA BARBARA,CA93102
  PC GENERAL OPERATING SUPPORT 25,000

LOBERO THEATRE FOUNDATION

33 E CANNON PERDIDO STREET
SANTA BARBARA,CA93101
  PC ANNUAL FUND 25,000

MONTECITO COMMUNITY FOUNDATION

PO BOX 5001
SANTA BARBARA,CA931505001
  PC MONTECITO TRIANGLE REST: '23: $25K FOR CREATION OF GARDEN & '24: $25K TOWARD ENDOWMENT 25,000

SANTA BARBARA MUSEUM OF NATURAL HISTORY

2559 PUESTA DEL SOL
SANTA BARBARA,CA93105
  PC COLLECTIONS CARE PROJECT 25,000

SANTA BARBARA BOTANIC GARDEN INC

1212 MISSION CANYON ROAD
SANTA BARBARA,CA93105
  PC BACKCOUNTRY PROJECT 25,000

SANTA BARBARA MARITIME MUSEUM

113 HARBOR WAY SUITE 190
SANTA BARBARA,CA93109
  PC GENERAL OPERATING SUPPORT 25,000

OLD SPANISH DAYS IN SANTA BARBARA INC

PO BOX 21557
SANTA BARBARA,CA93121
  PC GENERAL OPERATING SUPPORT 25,000

WET NOSES RESCUE

7829 CENTER BLVD SE 257
SNOQUALMIE,WA98065
  PC GENERAL OPERATING SUPPORT 25,000

GREATER HORIZONS

1055 BROADWAY SUITE 130
KANSAS CITY,MO64105
  PC LHAD DAF 25,000

CLAY STUDIO

1351 HOLIDAY HILL ROAD
GOLETA,CA931171815
  PC WHEELS ON WHEELS 25,000

ORCAS ISLAND COMMUNITY FOUNDATION

PO BOX 1496
EASTSOUND,WA98245
  PC GENERAL OPERATING SUPPORT 22,000

CARE4PAWS

PO BOX 60524
SANTA BARBARA,CA931600524
  PC GENERAL OPERATING SUPPORT 20,000

SANTA BARBARA BIRTH CENTER

2958 STATE STREET
SANTA BARBARA,CA93105
  PC GENERAL OPERATING SUPPORT 20,000

UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION

2301 BANCROFT WAY 4420
BERKELEY,CA947204420
  PC CAL MEN'S LACROSSE PROGRAM 20,000

SAVE THE WAVES COALITION

849 ALMAR AVENUE SUITE C BOX 163
SANTA CRUZ,CA95060
  PC GENERAL OPERATING SUPPORT 20,000

STANFORD UNIVERSITY SCHOOL OF EARTH SCIENCES

DEVELOPMENT SERVICES PO BOX 20466
STANFORD,CA943090466
  PC SCHOOL OF EARTH SCIENCES 20,000

HABITAT FOR HUMANITY OF ORANGE COUNTY

2200 RITCHEY ST
SANTA ANA,CA92705
  PC AFFORDABLE HOUSING PROGRAM 20,000

SANTA BARBARA AGRICULTURE AND FARM EDUCATION FOUNDATION

PO BOX 1033
SUMMERLAND,CA930670000
  PC DEER-PROOF FENCE AT SWEET WHEEL FARMS 20,000

LOBERO THEATRE FOUNDATION

33 E CANNON PERDIDO STREET
SANTA BARBARA,CA93101
  PC GENERAL OPERATING SUPPORT 20,000

HEAL THE OCEAN

PO BOX 90106 1430 CHAPALA STREET
SANTA BARBARA,CA93109
  PC GENERAL OPERATING SUPPORT 20,000

HELEN WOODWARD ANIMAL CENTER

PO BOX 64 6523 HELEN WOODWARD WAY
STE 100
RANCHO SANTA FE,CA92067
  PC GENERAL OPERATING SUPPORT 20,000

CATE SCHOOL

1960 CATE MESA ROAD
CARPINTERIA,CA93013
  PC SUPPORT STUDENTS DOING ENVIRONMENTAL WORK 20,000

TRUE NATURE SOCIETY DBA QUAIL SPRINGS

35070 HIGHWAY 33
MARICOPA,CA93252
  PC GENERAL OPERATING SUPPORT AND EDUCATIONAL OUTREACH 20,000

UNIVERSITY OF WASHINGTON FOUNDATION

407 GERBERDING HALL CAMPUS BOX
351210
SEATTLE,WA98195
  PC UW AIRLIFT NORTHWEST PROGRAM 20,000

CHILDREN'S DISCOVERY FOUNDATION (FUNHOUSE COMMONS)

CHILDRENS DISCOVERY FOUNDATION 30
PEA PATCH LANE
EASTSOUND,WA98245
  PC ORCAS ISLAND FUNHOUSE PROGRAMS 15,000

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BOULEVARD SUITE 1500
LOS ANGELES,CA90025
  PC RELIEF PROGRAMS IN UKRAINE 15,000

WASHINGTON STATE HORSE PARK AUTHORITY INC

PO BOX 278
CLE ELUM,WA989220278
  PC GENERAL OPERATING SUPPORT 15,000

TRUE NATURE SOCIETY DBA QUAIL SPRINGS

35070 HIGHWAY 33
MARICOPA,CA93252
  PC $7,500 FOR LAIKIPIA PERMACULTURE CENTER AND $7,500 FOR DNRC PERMACULTURE FARM 15,000

HELEN WOODWARD ANIMAL CENTER

PO BOX 64 6523 HELEN WOODWARD WAY
STE 100
RANCHO SANTA FE,CA92067
  PC SUPPORT FOR HOPE TELETHON 15,000

SANTA BARBARA HISTORICAL MUSEUM

136 EAST DE LA GUERRA STREET
SANTA BARBARA,CA93101
  PC ANNUAL FUND (10K) AND FIESTA DEL MUSEO (5K) 15,000

UC SANTA CRUZ FOUNDATION

1156 HIGH ST
SANTA CRUZ,CA950641077
  PC JOHN PEARSE FUND 15,000

COASTAL RANCHES CONSERVANCY

1482 E VALLEY RD STE 135
SANTA BARBARA,CA93108
  PC GENERAL OPERATING SUPPORT 15,000

CHAPMAN UNIVERSITY

1 UNIVERSITY DRIVE
ORANGE,CA92866
  PC SCHOLARSHIP FUND FOR ACCOUNTING STUDENTS AT ARGYROS SCHOOL OF BUSINESS AND ECONOMICS 15,000

AUCKLANDWAIKATO FISH AND GAME COUNCIL

PO BOX 25055
WELLINGTON    
NZ
  PC UNRESTRICTED FUNDS 15,000

TRUE NATURE SOCIETY DBA QUAIL SPRINGS

35070 HIGHWAY 33
MARICOPA,CA93252
  PC WHEEL OF LIFE HEALING CENTER IN LILLOOET, BRITISH COLUMBIA 12,000

ROCKY MOUNTAIN HORSE FOUNDATION INC

3864 MCCLURE ROAD
WINCHESTER,KY40391
  PC GENERAL OPERATING SUPPORT 11,500

BOULDER MOUNTAIN CLAYWORKS

471 E 10TH ST B-6 PO BOX 3725
KETCHUM,ID83340
  PC GENERAL OPERATING SUPPORT 10,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO

9500 GILMAN DRIVE MAIL CODE 0940
LA JOLLA,CA920930940
  PC UCSD SCRIPPS INST OF OCEANOGRAPHY (COLLECTIONS) 10,000

EARTH SCHOOL EDUCATION FOUNDATION INC

555 N CENTRAL AVE SUITE 402P
PHOENIX,AZ85004
  PC CARBON COWBOYS 10,000

PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA

PO BOX 6009
WHITTIER,CA90607
  PC GENERAL OPERATING SUPPORT 10,000

PHOTOGRAPHERS WITHOUT BORDERS

C/O SARATOGA CFCU 23 DIVISION ST
SARATOGA SPRINGS,NY12866
  PC GENERAL OPERATING SUPPORT 10,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PKWY
SARASOTA,FL34236
  PC GENERAL OPERATING SUPPORT 10,000

CARIBOU HISTORICAL SOCIETY

1033 PRESQUE ISLE RD PO BOX 861
CARIBOU,ME047360861
  PC MAINTENANCE OF WHITTIER MEMORIAL IN MEMORY OF MAX WHITTIER & ASSIST W/ FUNDRAISING & CAPACITY BLDG 10,000

DIGNITYMOVES

2406 BUSH STREET
SAN FRANCISCO,CA94115
  PC GENERAL OPERATING SUPPORT 10,000

SANTA BARBARA BUCKET BRIGADE

PO BOX 50640
SANTA BARBARA,CA93150
  PC GENERAL OPERATING SUPPORT 10,000

CATE SCHOOL

1960 CATE MESA ROAD
CARPINTERIA,CA93013
  PC GENERAL OPERATING SUPPORT 10,000

LA PLATA COUNTY HUMANE SOCIETY

1111 S CAMINO DEL RIO
DURANGO,CO81303
  PC $7,500 FOR THE MEDICAL DEPARTMENT / $2,500 FOR FOSTER AND VOLUNTEER COORDINATOR BUDGETS 10,000

SANTA BARBARA BOWL FOUNDATION

1122 NORTH MILPAS STREET
SANTA BARBARA,CA93103
  PC GENERAL OPERATING SUPPORT 10,000

LITTLE BIT THERAPEUTIC RIDING CENTER

ATTN DEVELOPMENT 18675 NE 106TH ST
REDMOND,WA98052
  PC GENERAL OPERATING SUPPORT 10,000

SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC

1214 STATE STREET 6TH FLOOR
SANTA BARBARA,CA931012608
  PC GENERAL OPERATING SUPPORT FOR THE GRANADA THEATRE 10,000

THE NATURE CONSERVANCY

830 S STREET
SACRAMENTO,CA95811
  PC PROGRAMS FOR FIGHTING WILDFIRES & CONDUCTING CONTROLLED BURNS 10,000

VNA HEALTH FOUNDATION

509 MONTECITO ST SUITE 200
SANTA BARBARA,CA93103
  PC GENERAL OPERATING SUPPORT 10,000

GREATER HORIZONS

1055 BROADWAY SUITE 130
KANSAS CITY,MO64105
  PC LA BELLE EPOQUE (LABE00) DAF 10,000

SANTA BARBARA CENTER FOR THE PERFORMING ARTS INC

1214 STATE STREET 6TH FLOOR
SANTA BARBARA,CA931012608
  PC GENERAL OPERATING SUPPORT 10,000

CELEBRATION NATION INC

3031 TISCH WAY
SAN JOSE,CA951282541
  PC GENERAL OPERATING SUPPORT 10,000

A ROCHA USA

PO BOX 223
WHEATON,IL60187
  PC MT KARIOI PROJECT IN RAGLAND NZ 10,000

GREATER SANTA BARBARA ICE SKATING ASSOCIATION

6985 SANTA FELICIA DRIVE
GOLETA,CA93117
  PC GENERAL OPERATING SUPPORT 10,000

KEELING CURVE FOUNDATION

1158 CUCHARA ST
DEL MAR,CA92014
  PC GENERAL OPERATING SUPPORT 10,000

ABUNDANT EARTH FOUNDATION

PO BOX 2505
MCKINLEYVILLE,CA95519
  PC "LOST ART OF LOVE LETTERS" PROJECT 10,000

THE DALMATIAN DREAMS FOUNDATION DBA DREAM FOUNDATION

1528 CHAPALA ST STE 304
SANTA BARBARA,CA93101
  PC GENERAL OPERATING SUPPORT 10,000

STATE STREET BALLET

2285 LAS POSITAS RD
SANTA BARBARA,CA931054233
  PC GENERAL OPERATING SUPPORT 10,000

SANTA BARBARA FOUNDATION

1111 CHAPALA STREET SUITE 200
SANTA BARBARA,CA93101
  PC THE KEY CLASS 10,000

BIG SCRUB LANDCARE

1146 FRIDAY HUT RD
BINNA BURRA    
AS
  PC GENERAL OPERATING SUPPORT 9,585

RAINFOREST RESCUE

22 PARKES AVENUE
BYRON BAY    
AS
  PC GENERAL OPERATING SUPPORT 9,585

MONASH CITY COUNCIL

860 FERNTREE GULLY ROAD
WHEELERS HILL    
AS
  PC MONASH GALLERY OF ART 9,015

SB SHARKS FOOTBALL

1235 SAN ANDRES ST
SANTA BARBARA,CA931014321
  PF ER GRANT: GENERAL OPERATING SUPPORT 9,010

TRIBAL TRUST FOUNDATION INC

PO BOX 5687 SANTA BARBARA
SANTA BARBARA,CA93150
  PC FOR A DOCUMENTARY ON INDIGENOUS WISDOM KEEPERS 8,000

ART BYRON LIMITED

16 BYRON ST
BANGALOW    
AS
  PC GENERAL OPERATING SUPPORT 7,670

HEAD ON FOUNDATION LIMITED

PO BOX 7121 BONDI
NEW SOUTH WALES    
AS
  PC GENERAL OPERATING SUPPORT 7,670

BRUNSWICK VALLEY LANDCARE

PO BOX 6
BRUNSWICK HEADS    
AS
  PC GENERAL OPERATING SUPPORT 7,670

CYSTIC FIBROSIS FOUNDATION SOUTHERN CALIFORNIA CHAPTER

6025 SANTA MONICA BOULEVARD SUITE
204
LOS ANGELES,CA90038
  PC RESEARCH 7,500

GREATER GALLATIN WATERSHED COUNCIL

PO BOX 751
BOZEMAN,MT59771
  PC GENERAL OPERATING SUPPORT 7,000

PAPOOSE CLUB

PO BOX 35
HAILEY,ID83333
  PC GENERAL OPERATING SUPPORT 5,000

KATHERINES LIGHT FOUNDATION

309 LOCUST THORN CT
MILLERSVILLE,MD211081859
  PC GENERAL OPERATING SUPPORT 5,000

FRIENDS OF LANCASTER UNIVERSITY IN AMERICA

1000 N WEST STREET
WILMINGTON,DE19801
  PC GENERAL OPERATING SUPPORT 5,000

WILD OPS

372 LONGBRANCH RD
SIMI VALLEY,CA930655325
  PC GENERAL OPERATING SUPPORT 5,000

ZACHARY GERALD KNIGHT FOUNDATION INC

430 RIVENDELL LN
SEVERNA PARK,MD211463551
  PC GENERAL OPERATING SUPPORT (MULTI-YEAR GRANT FOR 3 YEARS) 5,000

ORCAS ISLAND COMMUNITY FOUNDATION

PO BOX 1496
EASTSOUND,WA98245
  PC ORCAS ISLAND FUNHOUSE PROGRAMS 5,000

CHARITIES AID FOUNDATION AMERICA

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314
  PC CRAFTS COUNCIL 5,000

PENINSULA COMMITTEE CHILDREN'S HOSPITAL

P O BOX 801
PALOS VERDES ESTATES,CA90274
  PC GENERAL OPERATING SUPPORT 5,000

PENLAND SCHOOL OF CRAFT

PO BOX 37
PENLAND,NC28765
  PC GENERAL OPERATING SUPPORT 5,000

SAN DIEGO NATURAL HISTORY MUSEUM

PO BOX 121390
SAN DIEGO,CA921121390
  PC GENERAL OPERATING SUPPORT 5,000

BELLOSGUARDO FOUNDATION INC

1407 E CABRILLO BOULEVARD
SANTA BARBARA,CA931082880
  POF GENERAL OPERATING SUPPORT 5,000

SANTA BARBARA SHOWGROUNDS FOUNDATION

3400 CALLE REAL
SANTA BARBARA,CA93105
  PC SB HORSE SHOW 5,000

CHRIS BERTISH FOUNDATION INC

5328 ALHAMA DR
WOODLAND HILLS,CA91364
  PC GENERAL OPERATING SUPPORT 4,015

HUMAN RESOURCE DEVELOPMENT COUNCIL (HRDC)

32 SOUTH TRACY
BOZEMAN,MT59715
  PC GENERAL OPERATING SUPPORT 3,000

CANCER SUPPORT COMMUNITY SOUTH BAY

2601 AIRPORT DRIVE SUITE 100
TORRANCE,CA90505
  PC GENERAL OPERATING SUPPORT 2,500

LOS PADRES FOREST WATCH INC

POST OFFICE BOX 831
SANTA BARBARA,CA93102
  PC "ROOM TO ROAM" INITIATIVE 2,500

GANNA WALSKA LOTUSLAND

695 ASHLEY ROAD
SANTA BARBARA,CA93108
  PC GENERAL OPERATING SUPPORT 2,500

SANTA BARBARA MUSEUM OF NATURAL HISTORY

2559 PUESTA DEL SOL
SANTA BARBARA,CA93105
  PC GENERAL OPERATING SUPPORT 2,500

THE MONTECITO TRAILS FOUNDATION

PO BOX 5481
SANTA BARBARA,CA93150
  PC TRAIL MAINTENANCE 2,500
Total .................................right arrow 3a 12,810,131
bApproved for future payment

UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION (UCI)
111 THEORY SUITE 200
IRVINE,CA92617
  PC FOR THE FALLING LEAVES FOUNDATION MEDICAL INNOVATION BUILDING 400,000

WET NOSES RESCUE
7829 CENTER BLVD SE 257
SNOQUALMIE,WA98065
  PC GENERAL OPERATING SUPPORT 75,000

ELINGS PARK FOUNDATION
1298 LAS POSITAS ROAD
SANTA BARBARA,CA93105
  PC GODRIC GROVE 25,000

SANTA BARBARA BIRTH CENTER
2958 STATE STREET
SANTA BARBARA,CA93105
  PC GENERAL OPERATING SUPPORT 20,000
Total ................................. right arrow 3b 520,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 667,279  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 7,822,603  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME
    01 224  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 8,490,106 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,490,106
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 22,607 3,752 0 16,955

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

TY 2024 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
 
3075 CALLE FRESNO
SANTA BARBARA,CA93105
2024-06-10 9,010 SPORTS EQUIPMENT, SUPPLIES, AND FIELD RENTALS 9,010 NONE 06/10/2024   ALL EXPENDITURES WERE MADE IN FURTHERANCE OF THE STATED PURPOSE OF THE GRANT.

TY 2024 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% 2/01/31 108,756 108,756
SUN COMMUNITIES OPERATING LP PART 5.700% 1/15/33 204,350 204,350
EXTRA SPACE STORAGE LP NOTE 3.900% 4/01/29 105,200 105,200

TY 2024 InvestmentsCorpStockSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Name of Stock End of Year Book Value End of Year Fair Market Value
824,748.76 UNITS FUNDVANTAGE TR 8,156,765 8,156,765
4,500 UNITS REXFORD IND RTY INC 99,360 99,360
1,194 UNITS AMAZON 261,952 261,952
1,194 UNITS AMERICAN EXPRESS CO COM 354,367 354,367
1,194 UNITS AMGEN INC COM 311,204 311,204
1,194 UNITS APPLE COMPUTER INC COM 299,001 299,001
1,194 UNITS BOEING CO COM 211,338 211,338
1,194 UNITS CATERPILLAR INC DEL COM 433,135 433,135
1,194 UNITS CHEVRON CORP COM 172,939 172,939
1,194 UNITS CISCO SYS INC COM 70,685 70,685
1,194 UNITS COCA COLA CO COM 74,338 74,338
1,194 UNITS DISNEY WALT CO COM 132,952 132,952
1,194 UNITS GOLDMAN SACHS GROUP INC COM 683,708 683,708
1,194 UNITS HOME DEPOT INC COM 464,454 464,454
1,194 UNITS HONEYWELL INTL INC COM 269,713 269,713
1,194 UNITS INTERNATIONAL BUSINESS MACHS COM 262,477 262,477
1,194 UNITS J P MORGAN CHASE & CO COM 286,214 286,214
1,194 UNITS JOHNSON & JOHNSON COM 172,676 172,676
1,194 UNITS MCDONALDS CORP COM 346,129 346,129
1,194 UNITS MERCK & CO INC COM 118,779 118,779
1,194 UNITS MICROSOFT CORP COM 503,271 503,271
1,194 UNITS NIKE INC CL B 90,350 90,350
1,194 UNITS NVIDIA CORP 160,342 160,342
1,194 UNITS PROCTER & GAMBLE CO COM 200,174 200,174
1,194 UNITS SALESFORCE COM INC COM 399,190 399,190
1,194 UNITS SHERWIN WILLIAMS CO 405,876 405,876
1,194 UNITS 3M 154,133 154,133
1,194 UNITS TRAVELERS COMPANIES, INC COM 287,623 287,623
1,194 UNITS UNITEDHEALTH GROUP INC COM 603,997 603,997
1,194 UNITS VERIZON COMMUNICATIONS COM 47,748 47,748
1,194 UNITS VISA INC COM CL A 377,352 377,352
1,194 UNITS WAL MART STORES INC COM 107,878 107,878
64 UNITS ABBOTT LABS COM 7,239 7,239
30 UNITS ABBVIE INC COM 5,331 5,331
52 UNITS AIRBNB INC 6,833 6,833
260 UNITS ALPHABET INC CL C 49,514 49,514
159 UNITS AMAZON COM INC COM 34,883 34,883
39 UNITS AMPHENOL CORP NEW 2,709 2,709
15 UNITS ELEVANCE HEALTH INC. 5,533 5,533
225 UNITS APPLE COMPUTER INC COM 56,345 56,345
8 UNITS APPLIED MATLS INC COM 1,301 1,301
9 UNITS BLACKROCK INC CL A 9,226 9,226
1 UNITS BOOKING HOLDINGS INC 4,968 4,968
116 UNITS BROADCOM INC 26,893 26,893
26 UNITS CME GROUP INC COM 6,037 6,037
9 UNITS CROWDSTRIKE HLDNGS 3,079 3,079
14 UNITS DANAHER CORP DEL 3,214 3,214
17 UNITS DEERE & CO COM 7,203 7,203
74 UNITS DISNEY WALT CO COM DISNEY 8,240 8,240
28 UNITS EVERSOURCE ENERGY COM 1,608 1,608
56 UNITS GENERAL MLS INC COM 3,571 3,571
24 UNITS ILLINOIS TOOL WKS INC COM 6,085 6,085
11 UNITS INTUIT COM 6,914 6,914
12 UNITS INTUITIVE SURGICAL INC 6,264 6,264
15 UNITS IQVIA HLDGS INC COM 2,948 2,948
113 UNITS J P MORGAN CHASE & CO COM 27,087 27,087
28 UNITS KIMBERLY CLARK CORP COM 3,669 3,669
18 UNITS LILLY ELI & CO COM 13,896 13,896
42 UNITS LOWE'S COS 10,366 10,366
53 UNITS MARSH & MCLENNAN COS INC COM 11,258 11,258
73 UNITS MERCK & CO INC COM 7,262 7,262
97 UNITS MICROSOFT CORP COM 40,886 40,886
31 UNITS MONDELEZ INTL INC CL A 1,852 1,852
546 UNITS NVIDIA CORP COM 73,322 73,322
31 UNITS PEPSICO INC COM 4,714 4,714
64 UNITS PROCTER & GAMBLE CO COM 10,730 10,730
21 UNITS S&P GLOBAL INC. 10,459 10,459
23 UNITS SALESFORCE COM INC COM 7,690 7,690
20 UNITS SERVICENOW INC COM 21,202 21,202
16 UNITS SHERWIN WILLIAMS CO COM 5,439 5,439
79 UNITS STARBUCKS CORP COM 7,209 7,209
81 UNITS TJX COS INC NEW COM 9,786 9,786
21 UNITS T-MOBILE US INC COM 4,635 4,635
17 UNITS THERMO FISHER SCIENTIFIC INC COM 8,844 8,844
10 UNITS UNITED PARCEL SERVICE INC CL B 1,261 1,261
14 UNITS UNITEDHEALTH GROUP INC COM 7,082 7,082
44 UNITS VERIZON COMMUNICATIONS COM 1,760 1,760
51 UNITS VISA INC COM CL A 16,118 16,118
53 UNITS EATON CORP PLC SHS 17,589 17,589
193 UNITS AES CORP COM 2,484 2,484
28 UNITS BALL CORP COM 1,544 1,544
54 UNITS CMS ENERGY CORP COM 3,599 3,599
22 UNITS CADENCE DESIGN SYSTEM INC COM 6,610 6,610
1 UNIT FIRST CTZNS BANCSHARES INC 2,113 2,113
29 UNITS MCCORMICK & CO INC COM NON VTG 2,211 2,211
8 UNITS UNITED RENTALS INC COM 5,636 5,636
22 UNITS VERISK ANALYTICS INC COM 6,059 6,059
40 UNITS XYLEM INC COM 4,641 4,641
53 UNITS OF BOSTON PROPERTIES INC 3,941 3,941
48 UNITS SUN COMMUNITIE INC 5,903 5,903
30 UNITS SPDR SERIES TRUST S&P BIOTECH 2,702 2,702
26 UNITS LINDE PLC 10,885 10,885
9 UNITS ASML HOLDING 6,238 6,238
78 UNITS SIEMENS AG 7,541 7,541
59 UNITS APTIV PLC 3,568 3,568

TY 2024 InvestmentsGovtObligationsSch
Name:
WWW FOUNDATION
EIN:
95-3694741
US Government Securities - End of Year Book Value:

203,468
US Government Securities - End of Year Fair Market Value:

203,468
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 882,299 882,299
MULTIVERSE INVESTMENT FUND I FMV 1,064,574 1,064,574
HERSHISER INCOME FUND IV FMV 26,006 26,006
HERSHISER INCOME FUND V FMV 189,924 189,924
ENIAC SELECT I LP FMV 352,360 352,360
WHITTIER CORPORATE AMERICA FUND, LP FMV 41,630,967 41,630,967
WHITTIER VALUE FUND A, LP FMV 4,870,199 4,870,199
WHITTIER SMALL CAP FUND, LP FMV 20,499,293 20,499,293
WHITTIER INTERNATIONAL FUND, LP FMV 3,078,279 3,078,279
STEPSTONE SECONDARY OPP FUND V OFFSHORE LP FMV 214,348 214,348
DFJ GROWTH V LP FMV 169,041 169,041

TY 2024 LegalFeesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 11,475 2,869 0 8,606


TY 2024 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 99,849 58,488 58,488
ACCRUED INTEREST PURCHASED 5,065 0 0


TY 2024 OtherDecreasesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Description Amount
DEFERRED FEDERAL EXCISE TAXES 43,367


TY 2024 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 827 207 0 620


TY 2024 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   -20,670  
INCOME FROM PARTNERSHIP - ENIAC SELECT I, LP   -6,683  
INCOME FROM PARTNERSHIP - GREATPOINT VENTURES INNOVATION FUND II, LP   -7,331  
INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND IV, LP   -204  
INCOME FROM PARTNERSHIP - HERSHISER INCOME FUND V, LP   350  
INCOME FROM PARTNERSHIP - WHITTIER CORPORATE AMERICA FUND, LP   84,853  
INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP   30,024  
INCOME FROM PARTNERSHIP - WHITTIER INTERNATIONAL FUND A LP (LAYT)   1,428  
INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND (LAYT)   -211  
INCOME FROM PARTNERSHIP - WHITTIER SMID CAP FUND, LP   -8,434  
INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP   31,248  
INCOME FROM PARTNERSHIP - WHITTIER VALUE FUND A, LP (LAYT)   1,842  
INCOME FROM PARTNERSHIP - DFJ GROWTH V, LP   -12,800  
OTHER INCOME 224 0 0


TY 2024 OtherIncreasesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Description Amount
UNREALIZED GAIN 6,135,343


TY 2024 OtherLiabilitiesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAXES PAYABLE 762,637 806,004
FEDERAL EXCISE TAX PAYABLE 0 55,247


TY 2024 OtherProfessionalFeesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATION & INVESTMENT MANAGEMENT FEES 673,911 168,483 0 505,428


TY 2024 TaxesSchedule
Name:
WWW FOUNDATION
EIN:
95-3694741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 107,032 0 0 0
FILING FEES 500 0 0 0
FOREIGN TAXES 337 337 0 0