WILLARD L AND RUTH P ECCLES FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD L AND RUTH P ECCLES FOUNDATION (EIN 47-6330351)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-04
- IRS object ID
- 201622789349100207
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-04T12:46:56-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476330351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLARD L & RUTH P ECCLES FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O HAROLD DEPOALI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7756865400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LIBERTY ST NO 890 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD DEPOALI | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 7756865400 | PhoneNum |
| Signature | 2016-09-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE HAWKINS | PreparerPersonNm |
| PTIN | P00448053 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2016-09-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,075,817 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $242,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $355,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,953 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,645,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,967,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,645,700 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,244,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,001,653 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $149,917 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $104,942 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,975 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,697 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,116 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,581 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $62,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,188 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,821 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,821 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $286 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $247,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $832,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $832,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,080,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $881,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,163,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,863,171 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $13,832 | CashEOYAmt |
| Cash EOYFMV | $13,832 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $245,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,594 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,409,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,087,890 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,990,641 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,728,501 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,659,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,075,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,659,434 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,659,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,659,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,163,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,507,038 | OtherIncreasesAmt |
| Subtotal | $17,670,782 | SubtotalAmt |
| Other Decreases | $11,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,659,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (93 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES RUSL2000 VAL | P | 2015-03-03 | $1,249,162 | $995,364 | $253,798 | $253,798 |
| ISHARES RUSL2000 GRW | P | 2015-03-03 | $1,249,696 | $859,516 | $390,180 | $390,180 |
| ISHARES RUSL2000 VAL | P | 2015-03-04 | $224,970 | $179,532 | $45,438 | $45,438 |
| ISHARES RUSL2000 GRW | P | 2015-03-04 | $224,895 | $155,309 | $69,586 | $69,586 |
| VANG T BOND MKT-BND | P | 2015-03-16 | $200,336 | $179,706 | $20,630 | $20,630 |
| ISHARES RUSL1000 VAL | P | 2015-03-18 | $2,002,306 | $1,602,113 | $400,193 | $400,193 |
| VANG T BOND MKT-BND | P | 2015-03-18 | $249,708 | $224,021 | $25,687 | $25,687 |
| ISHARES RUSL1000 VAL | P | 2015-03-24 | $999,054 | $786,440 | $212,614 | $212,614 |
| ISHARES RUSL1000 VAL | P | 2015-04-01 | $2,002,626 | $1,604,987 | $397,639 | $397,639 |
| ISHARES RUSL1000 GRW | P | 2015-04-01 | $1,998,462 | $1,171,099 | $827,363 | $827,363 |
| VANG T BOND MKT-BND | P | 2015-04-01 | $142,350 | $126,868 | $15,482 | $15,482 |
| FIFTH THIRD | P | 2015-04-01 | $17,697 | $17,894 | -$197 | -$197 |
| WW GRAINGER | P | 2015-04-01 | $19,015 | $18,721 | $294 | $294 |
| ISHARES RUSL2000 VAL | P | 2015-04-07 | $449,621 | $355,807 | $93,814 | $93,814 |
| ISHARES RUSL2000 GRW | P | 2015-04-07 | $448,318 | $307,523 | $140,795 | $140,795 |
| ISHARES RUSL1000 VAL | P | 2015-04-09 | $2,138,771 | $1,692,853 | $445,918 | $445,918 |
| ISHARES RUSL1000 GRW | P | 2015-04-09 | $1,131,671 | $656,937 | $474,734 | $474,734 |
| GOOGLE INC -CL C | P | 2015-06-12 | $274 | $284 | -$10 | -$10 |
| LORILLARD INC | P | 2015-06-15 | $35,692 | $33,419 | $2,273 | $2,273 |
| LORILLARD INC | P | 2015-06-15 | $0 | $0 | ||
| LORILLARD INC | P | 2015-06-15 | $35,478 | $33,872 | $1,606 | $1,606 |
| LORILLARD INC | P | 2015-06-15 | $0 | $0 | ||
| LORILLARD INC | P | 2015-06-15 | $34,264 | $33,397 | $867 | $867 |
| LORILLARD INC | P | 2015-06-15 | $0 | $0 | ||
| REYNOLDS AMERN | P | 2015-07-14 | $50 | $47 | $3 | $3 |
| CHEMOURS CO/THE | P | 2015-08-13 | $4 | $8 | -$4 | -$4 |
| CHEMOURS CO/THE | P | 2015-08-13 | $4 | $8 | -$4 | -$4 |
| SOUTH32 ADR W/I | P | 2015-08-21 | $624 | $916 | -$292 | -$292 |
| SOUTH32 ADR W/I | P | 2015-08-21 | $606 | $889 | -$283 | -$283 |
| SOUTH32 ADR W/I | P | 2015-08-21 | $585 | $859 | -$274 | -$274 |
| AMERICAN TOWER | P | 2015-09-09 | $8,916 | $9,594 | -$678 | -$678 |
| APPLE COMPUTER | P | 2015-09-09 | $9,503 | $10,955 | -$1,452 | -$1,452 |
| EOG RESOURCES | P | 2015-09-09 | $12,537 | $15,369 | -$2,832 | -$2,832 |
| EOG RESOURCES | P | 2015-09-09 | $13,388 | $15,653 | -$2,265 | -$2,265 |
| EOG RESOURCES | P | 2015-09-09 | $13,234 | $14,537 | -$1,303 | -$1,303 |
| QUALCOMM | P | 2015-09-09 | $11,884 | $14,693 | -$2,809 | -$2,809 |
| QUALCOMM | P | 2015-09-09 | $11,495 | $14,049 | -$2,554 | -$2,554 |
| QUALCOMM | P | 2015-09-09 | $12,272 | $14,871 | -$2,599 | -$2,599 |
| REYNOLDS AMERN | P | 2015-09-09 | $11,693 | $9,977 | $1,716 | $1,716 |
| REYNOLDS AMERN | P | 2015-09-09 | $12,238 | $10,442 | $1,796 | $1,796 |
| REYNOLDS AMERN | P | 2015-09-09 | $12,165 | $10,379 | $1,786 | $1,786 |
| WAL MART STORES | P | 2015-09-09 | $10,160 | $12,839 | -$2,679 | -$2,679 |
| WAL MART STORES | P | 2015-09-09 | $10,418 | $13,104 | -$2,686 | -$2,686 |
| WAL MART STORES | P | 2015-09-09 | $9,707 | $12,165 | -$2,458 | -$2,458 |
| ACE LIMITED | P | 2015-09-09 | $16,456 | $18,094 | -$1,638 | -$1,638 |
| ACE LIMITED | P | 2015-09-09 | $15,541 | $17,033 | -$1,492 | -$1,492 |
| ACE LIMITED | P | 2015-09-09 | $16,760 | $18,346 | -$1,586 | -$1,586 |
| INTEL CORP | P | 2015-09-09 | $23,203 | $25,498 | -$2,295 | -$2,295 |
| INTEL CORP | P | 2015-09-09 | $22,304 | $23,967 | -$1,663 | -$1,663 |
| INTEL CORP | P | 2015-09-09 | $23,145 | $24,592 | -$1,447 | -$1,447 |
| PROCTER & GAMBLE | P | 2015-09-09 | $17,104 | $20,337 | -$3,233 | -$3,233 |
| SCHLUMBERGER LTD | P | 2015-12-01 | $30,352 | $33,676 | -$3,324 | -$3,324 |
| SCHLUMBERGER LTD | P | 2015-12-01 | $31,982 | $34,248 | -$2,266 | -$2,266 |
| SCHLUMBERGER LTD | P | 2015-12-01 | $31,749 | $32,854 | -$1,105 | -$1,105 |
| AMERICAN EXPRESS | P | 2015-12-04 | $14,347 | $16,006 | -$1,659 | -$1,659 |
| AMERICAN EXPRESS | P | 2015-12-04 | $14,059 | $15,555 | -$1,496 | -$1,496 |
| AMERICAN EXPRESS | P | 2015-12-04 | $14,563 | $15,784 | -$1,221 | -$1,221 |
| RANGE RES CORP | P | 2015-12-04 | $14,223 | $27,339 | -$13,116 | -$13,116 |
| RANGE RES CORP | P | 2015-12-04 | $15,276 | $27,722 | -$12,446 | -$12,446 |
| RANGE RES CORP | P | 2015-12-04 | $14,963 | $23,621 | -$8,658 | -$8,658 |
| WHOLE FOODS | P | 2015-12-04 | $10,533 | $19,014 | -$8,481 | -$8,481 |
| WHOLE FOODS | P | 2015-12-04 | $10,263 | $17,811 | -$7,548 | -$7,548 |
| WHOLE FOODS | P | 2015-12-04 | $10,653 | $18,469 | -$7,816 | -$7,816 |
| BHP BILLITON ADR | P | 2015-12-09 | $7,045 | $12,578 | -$5,533 | -$5,533 |
| BHP BILLITON ADR | P | 2015-12-09 | $6,808 | $12,006 | -$5,198 | -$5,198 |
| BHP BILLITON ADR | P | 2015-12-09 | $7,257 | $12,251 | -$4,994 | -$4,994 |
| AMAZON.COM | P | 2015-12-09 | $83,946 | $47,229 | $36,717 | $36,717 |
| AMAZON.COM | P | 2015-12-09 | $10,745 | $5,956 | $4,789 | $4,789 |
| ARES CAPITAL CORP | P | 2015-12-09 | $8,798 | $9,687 | -$889 | -$889 |
| ARES CAPITAL CORP | P | 2015-12-09 | $8,970 | $9,804 | -$834 | -$834 |
| ARES CAPITAL CORP | P | 2015-12-09 | $9,080 | $9,774 | -$694 | -$694 |
| DONALDSON INC | P | 2015-12-09 | $12,432 | $16,088 | -$3,656 | -$3,656 |
| DONALDSON INC | P | 2015-12-09 | $13,071 | $16,739 | -$3,668 | -$3,668 |
| DONALDSON INC | P | 2015-12-09 | $13,013 | $16,606 | -$3,593 | -$3,593 |
| I.B.M | P | 2015-12-09 | $18,378 | $21,266 | -$2,888 | -$2,888 |
| I.B.M | P | 2015-12-09 | $18,939 | $21,683 | -$2,744 | -$2,744 |
| I.B.M | P | 2015-12-09 | $19,079 | $20,999 | -$1,920 | -$1,920 |
| PROCTER & GAMBLE | P | 2015-12-09 | $15,476 | $16,519 | -$1,043 | -$1,043 |
| JP MORGAN CHASE | P | 2015-12-09 | $21,313 | $19,193 | $2,120 | $2,120 |
| CHEVRON | P | 2015-12-29 | $42,034 | $48,130 | -$6,096 | -$6,096 |
| CHEVRON | P | 2015-12-29 | $8,781 | $9,749 | -$968 | -$968 |
| INTEL CORP | P | 2015-12-29 | $68,651 | $66,077 | $2,574 | $2,574 |
| INTEL CORP | P | 2015-12-29 | $14,387 | $13,357 | $1,030 | $1,030 |
| NATIONAL FUEL GAS | P | 2015-12-29 | $32,171 | $48,361 | -$16,190 | -$16,190 |
| NATIONAL FUEL GAS | P | 2015-12-29 | $6,762 | $9,359 | -$2,597 | -$2,597 |
| AUST & NZ BK | P | 2015-12-29 | $32,767 | $46,333 | -$13,566 | -$13,566 |
| AUST & NZ BK | P | 2015-12-29 | $6,951 | $9,553 | -$2,602 | -$2,602 |
| ENGIE-SPON ADR | P | 2015-12-29 | $34,495 | $41,956 | -$7,461 | -$7,461 |
| ENGIE-SPON ADR | P | 2015-12-29 | $7,172 | $7,832 | -$660 | -$660 |
| HSBC HLDGS | P | 2015-12-29 | $41,875 | $46,606 | -$4,731 | -$4,731 |
| HSBC HLDGS | P | 2015-12-29 | $8,737 | $9,129 | -$392 | -$392 |
| GOLAR LNG LTD | P | 2015-12-29 | $4,318 | $8,878 | -$4,560 | -$4,560 |
| GOLAR LNG LTD | P | 2015-12-29 | $20,506 | $40,902 | -$20,396 | -$20,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,645,700 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,445,236 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,632 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,632 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $881,927 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $38,632 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,632 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,632 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,368 | OverpaymentAmt |
| Applied To ES Tax | $21,368 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST PHILANTHROPIC SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7756865400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LIBERTY ST NO 890 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA COIT YEAGER | ||||||||
| 100 WEST LIBERTY STREET SUITE 890 | RENO | NV | 89501 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HOLLY COIT | ||||||||
| 100 WEST LIBERTY STREET SUITE 890 | RENO | NV | 89501 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ANN COIT GOSS | ||||||||
| 100 WEST LIBERTY STREET SUITE 890 | RENO | NV | 89501 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN COIT | ||||||||
| 100 WEST LIBERTY STREET SUITE 890 | RENO | NV | 89501 | TREASURER | 1.00 | $0 | $0 | $0 |
| WHITTIER TRUST COMPANY OF NEVADA | ||||||||
| 100 WEST LIBERTY STREET SUITE 890 | RENO | NV | 89501 | FOUNDATION MANAGER | 12.50 | $149,917 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,182,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $513,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,695,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,695,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,445,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $822,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $822,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,632 | TotalTaxAmt |
| Distributable Before Adj | $783,630 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $783,630 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $783,630 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $881,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $881,927 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38,632 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $843,295 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $783,630 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $93,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $881,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $242,500 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $639,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $93,696 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,696 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $242,500 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $50,507 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $242,500 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | FOR OPERATIONS IN SOUTH OGDEN UTAH | $25,000 |
| BOYS & GIRLS CLUBS OF PORTLAND | |||||||
| 8203 SE 7TH AVE SUITE 100 | PORTLAND | OR | 97202 | NONE | PC | IN HONOR OF WILLIAM E. COIT, MD | $5,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| 410 UNIVERSITY SERVICES CTR | FORT COLLINS | CO | 80523 | NONE | PC | EXPENDED WHERE MOST NEEDED | $5,000 |
| COMMUNITY WAREHOUSE | |||||||
| 3969 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DOVELEWIS EMERGENCY ANIMAL HOSPITAL | |||||||
| 1945 NW PETTYGROVE ST | PORTLAND | OR | 97209 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| EQUAMORE FOUNDATION | |||||||
| 4723 OR -66 | ASHLAND | OR | 97520 | NONE | PC | OREGON HAY BANK - HAY | $10,000 |
| FRIENDS OF SOUTH GEORGIA ISLAND | |||||||
| 25 DAKOTA MEADOWS DR | CARBONDALE | CO | 81623 | NONE | PC | LAND RESTORATION | $3,000 |
| FRIENDS OF THE MOUNTED PATROL | |||||||
| PO BOX 82725 | PORTLAND | OR | 972820725 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GUADALUPE SCHOOL | |||||||
| 1385 N 1200 W | SALT LAKE CITY | UT | 84116 | NONE | PC | PROGRAM SUPPORT | $50,000 |
| HUMANE SOCIETY OF CENTRAL OREGON | |||||||
| 61170 SE 27TH | BEND | OR | 97702 | NONE | PC | BRINGING ANIMALS TO BEND FROM HIGH KILL SHELTERS | $10,000 |
| HUMANE SOCIETY OF THE PIKES PEAK REGION | |||||||
| 610 ABBOT LN | COLORADO SPRINGS | CO | 80905 | NONE | PC | TO BE EXPENDED WHERE MOST NEEDED | $3,000 |
| METROPOLITAN FAMILY SERVICE | |||||||
| ONE NORTH DEARBORN SUITE 1000 | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| OREGON FOOD BANK | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION (OHSU) | |||||||
| 1121 SW SALMON ST 100 | PORTLAND | OR | 97205 | NONE | PC | KNIGHT CENTER CANCER CHALLENGE - IN MEMORY OF WILLIAM E. COIT, MD | $10,000 |
| OREGON HUMANE SOCIETY | |||||||
| 1067 NE COLUMBIA BLVD | PORTLAND | OR | 97211 | NONE | PC | DENTAL CARE | $50,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | COASTAL EDUCATION CENTER - WISH UPON A BUNK | $5,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY (OMSI) | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | "WISH UPON A BUNK" - IN HONOR OF WILLIAM E. COIT, MD | $5,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY (OMSI) | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | CAMP GRAY COMMUNITY CAMPAIGN FOR SCHOLARSHIP TO ATTEND CAMP | $5,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY (OMSI) | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | COASTAL EDUCATION CENTER - WISH UPON A BUNK | $3,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY (OMSI) | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | COASTAL EDUCATION CENTER - WISH UPON A BUNK | $5,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY (OMSI) | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| OREGON STATE UNIVERSITY FOUNDATION | |||||||
| 707 SOUTHWEST WASHINGTON STREET 500 | PORTLAND | OR | 97205 | NONE | PC | PURCHASE OF AN ULTRASOUND MACHINE | $100,000 |
| OREGON ZOO FOUNDATION | |||||||
| 4001 SW CANYON RD | PORTLAND | OR | 97221 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SAVING GRACE (FORMERLY KNOWN AS CENTRAL OREGON BATTERING AND RAPE ALLIANCE) | |||||||
| 1004 NW MILWAUKEE AVE SUITE 100 | BEND | OR | 97701 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TELLURIDE AIDS BENEFIT | |||||||
| 109 E COLORADO AVE | TELLURIDE | CO | 81435 | NONE | PC | TO BE EXPENDED WHERE MOST NEEDED | $2,500 |
| THE HUMANE SOCIETY OF BOULDER VALLEY INC | |||||||
| 2323 55TH ST | BOULDER | CO | 80301 | NONE | PC | PADDLE RAISER PLEDGE TOWARDS GENERAL OPERATING SUPPORT | $2,500 |
| THE PONGO FUND | |||||||
| 3632 SE 20TH AVE | PORTLAND | OR | 97202 | NONE | PC | FOOD FOR AT-RISK FAMILY PETS | $20,000 |
| THE ROAD HOME | |||||||
| 210 S RIO GRANDE ST | SALT LAKE CITY | UT | 84101 | NONE | PC | NEW FACILIY - CONSTRUCTION COSTS OR BEDS | $50,000 |
| THE WILD ANIMAL SANCTUARY - A COLORADO NON-PROFIT CORPORATION | |||||||
| 1946 CO RD 53 | KEENESBURG | CO | 80643 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UNIVERSITY OF UTAH - DEPARTMENT OF PHYSICS AND ASTRONOMY - SLOAN | |||||||
| 115 S 1400 E RM 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | SUPPORT FOR SUMMER RESEARCH FELLOWSHIPS | $50,000 |
| UTAH FOOD BANK | |||||||
| 3150 S 900 W | SALT LAKE CITY | UT | 84119 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| WASATCH HOMELESS HEALTH CARE INC AKA FOURTH STREET CLINIC | |||||||
| 409 W 400 S | SALT LAKE CITY | UT | 84101 | NONE | PC | GENERAL OPERATING SUPPORT FOR HIGHEST NEED | $30,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | TO BE EXPENDED WHERE MOST NEEDED | $1,000 |
| YCC FAMILY CRISIS CENTER | |||||||
| 2261 ADAMS AVE | OGDEN | UT | 84404 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 941 E 3300 S | SALT LAKE CITY | UT | 84106 | NONE | PC | HOPE LODGE | $62,500 |
| JOHN A MORAN EYE CENTER UNIVERSITY OF UTAH | |||||||
| 65 MARIO CAPPECHI DR | SALT LAKE CITY | UT | 84132 | NONE | PC | MACULAR DEGENERATION RESEARCH | $25,000 |
| THE NATURE CONSERVANCY IN UTAH | |||||||
| 559 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | PC | GENERAL OPERATING SUPPORT FOR NATURE OF UTAH CAMPAIGN | $50,000 |
| OREGON MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | NONE | PC | COASTAL DISCOVERY CENTER CAPITAL CAMPAIGN | $50,000 |
| UNIVERSITY OF UTAH - DEPARTMENT OF PHYSICS AND ASTRONOMY - SLOAN | |||||||
| 115 S 1400 E RM 201 | SALT LAKE CITY | UT | 84112 | NONE | PC | DEPARTMENT OF PHYSICS AND ASTRONOMY - SLOAN | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $832,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,645,700 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,001,653 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,001,653 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLARD L ECCLES CHARITABLE FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N SILVER OAK RD | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $242,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND TREASURY REGULATION SECTION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS IN THE AMOUNT OF $242,500. | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART XIII, LINE 7, COLUMN (A): | TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(IV) ELECTION TO TREAT UNUSED CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS: PURSANT TO TREASURY REGULATION SECTION 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT AS A CURRENT DISTRIBUTION OUT OF CORPUS THE FOLLOWING UNUSED DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2): TAX YEAR: CORPUSAMOUNT: $242,500 |
| FORM 990-PF, PART III, LINE 3: | OTHER INCREASES IN NET ASSETS OR FUND BALANCES EQUAL THE AMOUNT OF THE CAPITAL ENDOWMENT GRANT LESS THE PORTION OF THE ENDOWMENT GRANT OF $242,500 CLAIMED AS A QUALIFIED DISTRIBUTION BY THE WILLARD L. ECCLES FOUNDATION (EIN: 94-2759395) ON THEIR 2014 FORM 990-PF FOR THE PERIOD ENDING 3/31/2015. PURSUANT TO IRC SEC. 4942(G)(3) THE WILLARD L. & RUTH P. ECCLES FOUNDATION DISTRIBUTED THE GRANT CLAIMED AS A QUALIFIED DISTRIBUTION BY THE WILLARD L. ECCLES FOUNDATION OUT OF CORPUS WITHIN TWELVE MONTHS OF RECEIVING THE FUNDS. |
| FORM 990-PF, PART XIII, LINE 3E: | THE WILLARD L. & RUTH P. ECCLES FOUNDATION (THE FOUNDATION) WAS FUNDED IN 2015 PER A DIVISION OF ASSETS AGREEMENT WITH THE WILLARD L. ECCLES FOUNDATION (EIN: 94-2759395). PER THIS AGREEMENT, THE FOUNDATION WAS ENTITLED TO RECEIVE ONE HALF (50%) OF THE WILLARD L. ECCLES FOUNDATION'S ASSETS THROUGH AN ENDOWMENT GRANT. IN ADDITION, PURSUANT TO REG. 1.507-3 THE FOUNDATION ASSUMES THE PROPORTIONATE SHARE OF THE WILLARD L. ECCLES FOUNDATION TAX BENEFITS, INCLUDING SECTION 4942 CARRYFORWARDS. THE FOUNDATION'S PROPORTIONATE SHARE OF THE WILLARD L. ECCLES FOUNDATION'S EXCESS DISTRIBUTIONS IS $93,696, AS SHOWN IN PART XIII, LINE 3E. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (139 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSL1000 VAL | $665,234 | $792,764 |
| ISHARES RUSL1000 GRW | $513,006 | $882,885 |
| GENERAL ELECTRIC | $18,950 | $233,438 |
| AMERICAN EXPRESS | $89,627 | $78,035 |
| APPLE COMPUTER | $141,685 | $118,102 |
| BOEING CO | $169,855 | $162,230 |
| CATERPILLAR INC | $90,171 | $76,251 |
| CHEVRON | $118,306 | $100,935 |
| CISCO SYS INC | $31,006 | $30,468 |
| COCA COLA CO | $45,400 | $48,201 |
| DISNEY WALT CO | $119,164 | $117,900 |
| DU PONT | $77,618 | $74,725 |
| EXXON-MOBIL | $94,710 | $87,460 |
| GENERAL ELECTRIC | $28,231 | $34,950 |
| GOLDMAN SACHS GROUP | $213,516 | $202,218 |
| HOME DEPOT | $128,771 | $148,385 |
| INTEL CORP | $35,096 | $38,653 |
| I.B.M | $180,689 | $154,410 |
| JP MORGAN CHASE | $67,891 | $74,086 |
| JOHNSON & JOHNSON | $112,807 | $115,252 |
| MCDONALDS CORP | $108,320 | $132,553 |
| MERCK & CO INC | $64,823 | $59,264 |
| MICROSOFT CORP | $46,792 | $62,249 |
| NIKE | $111,531 | $140,250 |
| PFIZER INC | $38,697 | $36,218 |
| PROCTER & GAMBLE | $92,984 | $89,098 |
| 3M CO COM | $185,050 | $169,018 |
| TRAVELERS | $121,389 | $126,629 |
| UTD TECHNOLOGIES | $132,594 | $107,791 |
| UNITED HEA. | $133,343 | $131,992 |
| VERIZON COMM | $55,238 | $51,859 |
| VISA INC | $73,980 | $87,011 |
| WAL MART STORES | $91,298 | $68,779 |
| AT&T INC | $62,132 | $62,489 |
| AUTOMATIC DATA PROC | $74,715 | $71,758 |
| BLACKROCK | $78,903 | $72,190 |
| DU PONT | $71,022 | $63,736 |
| EMERSON ELECTRIC | $55,263 | $45,917 |
| EXXON-MOBIL | $57,532 | $51,213 |
| GENERAL MILLS | $66,375 | $71,960 |
| GENUINE PARTS CO | $71,068 | $63,730 |
| ILLINOIS TOOL | $76,711 | $71,920 |
| JP MORGAN CHASE | $66,839 | $71,841 |
| JOHNSON & JOHNSON | $66,583 | $66,973 |
| KIMBERLY CLARK | $62,839 | $73,452 |
| KINDER MORGAN INC | $50,202 | $45,700 |
| MCDONALDS CORP | $64,444 | $77,027 |
| MERCK & CO INC | $67,991 | $61,430 |
| METLIFE | $63,145 | $59,636 |
| MICROSOFT CORP | $82,448 | $81,999 |
| PEPSICO INC | $75,347 | $76,639 |
| PFIZER INC | $71,186 | $66,884 |
| PHILIP MORRIS INTL | $62,421 | $66,987 |
| PROCTER & GAMBLE | $66,326 | $62,337 |
| RAYTHEON | $71,769 | $82,688 |
| TARGET CORP | $80,268 | $75,514 |
| UNITED PARCEL | $66,508 | $63,127 |
| EATON CORP PLC | $61,878 | $45,431 |
| ABBOTT LABS | $77,792 | $74,820 |
| ACTIVISION INC | $89,981 | $152,634 |
| ALPHABET INC | $153,634 | $206,415 |
| AMAZON.COM | $91,646 | $166,945 |
| AMERICAN ELECT POWER | $80,883 | $84,084 |
| AMERICAN INTL GROUP | $61,246 | $63,829 |
| ANTHEM, INC. | $60,456 | $54,800 |
| APPLE COMPUTER | $371,544 | $314,096 |
| BAKER HUGHES | $93,924 | $82,009 |
| BERKSHIRE CL B | $96,609 | $88,731 |
| BIOGEN IDEC INC. | $58,231 | $60,351 |
| BLACKROCK | $74,594 | $69,466 |
| CF IND | $107,657 | $81,457 |
| CVS CORP | $137,674 | $131,501 |
| CAPITAL ONE | $45,241 | $40,998 |
| CARDINAL HEALTH INC | $64,957 | $64,899 |
| CATERPILLAR INC | $55,840 | $47,436 |
| CELGENE | $115,287 | $119,281 |
| CERNER CORP | $55,083 | $45,789 |
| CHEVRON | $153,379 | $132,511 |
| CITIGROUP INC COM | $100,843 | $100,136 |
| COMCAST CL A | $77,424 | $71,610 |
| DANAHER CORP | $54,908 | $52,756 |
| DAVITA HEALTHCARE | $40,743 | $34,925 |
| DISNEY WALT CO | $137,272 | $136,289 |
| EXXON-MOBIL | $118,898 | $110,221 |
| FORD MOTOR COMPANY | $70,557 | $61,813 |
| GENERAL ELECTRIC | $120,233 | $149,707 |
| GILEAD SCIENCES | $110,247 | $111,309 |
| GOLDMAN SACHS GROUP | $56,763 | $53,889 |
| HONEYWELL INTL | $126,844 | $127,805 |
| ILLUMINA INC | $32,305 | $33,398 |
| JP MORGAN CHASE | $201,752 | $220,804 |
| JOHNSON & JOHNSON | $107,516 | $110,835 |
| KINDER MORGAN INC | $44,251 | $29,422 |
| ESTEELAUDER | $83,772 | $88,676 |
| LOWES COS | $100,943 | $103,262 |
| M&T BK | $52,377 | $50,896 |
| MCKESSON HBOC INC | $143,497 | $125,833 |
| MERCK & CO INC | $66,961 | $62,011 |
| MICROSOFT CORP | $93,879 | $112,846 |
| MONDELEZ INTL INC | $73,614 | $92,460 |
| NIKE | $88,199 | $112,000 |
| NORFOLK SOUTHN | $123,492 | $98,970 |
| OCCIDENTAL PETROLEUM | $30,979 | $28,329 |
| ORACLE SYSTEMS | $117,398 | $100,494 |
| PAYCHEX | $50,474 | $53,842 |
| PEPSICO INC | $118,402 | $122,902 |
| PFIZER INC | $95,018 | $89,319 |
| PROCTER & GAMBLE | $76,298 | $73,931 |
| PRU FINL INC. | $76,424 | $77,665 |
| SALESFORCE.COM | $42,119 | $49,784 |
| CHARLES SCHWAB | $47,400 | $45,279 |
| STARBUCKS CORP | $117,165 | $149,115 |
| SYNCHRONY FINANCIAL | $42,762 | $40,141 |
| TJX COS | $91,395 | $92,892 |
| 3M CO COM | $137,641 | $126,538 |
| UNITED HEA. | $48,077 | $48,350 |
| VALERO ENERGY | $47,814 | $56,851 |
| VERIZON COMM | $103,292 | $97,386 |
| VISA INC | $163,224 | $192,634 |
| WELLS FARGO | $124,771 | $124,430 |
| EATON CORP PLC | $85,645 | $66,143 |
| TE CONNECTIVITY LTD | $96,831 | $88,128 |
| MYLAN NV | $55,154 | $49,690 |
| ISHARES RUSL2000 VAL | $235,956 | $266,442 |
| ISHARES RUSL2000 GRW | $315,366 | $425,640 |
| CHEMOURS CO/THE | $4,151 | $1,201 |
| AMERICAN WATER WORKS | $17,297 | $17,328 |
| ATMOS ENERGY CORP | $70,008 | $84,095 |
| BEMIS COMPANY | $77,437 | $70,968 |
| CDK GLOBAL INC. | $13,272 | $13,481 |
| CHEMOURS CO/THE | $3,797 | $1,024 |
| EAST WEST BANCORP | $39,114 | $38,692 |
| HALYARD HEALTH INC | $2,857 | $2,038 |
| LEGGEH & PLATT | $88,326 | $82,527 |
| MACQUARIE INFRA | $24,799 | $25,555 |
| QUESTAR | $63,387 | $53,083 |
| AMERICAN WATER WORKS | $104,077 | $115,616 |
| NORDSTROM INC | $66,605 | $41,392 |
| WHITTIER VALUE | $1,350,000 | $1,254,403 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD EUROPE PAC | AT COST | $700,169 | $702,564 |
| VANGUARD FTWE - VSS | AT COST | $350,734 | $329,503 |
| EMERG MKT EQ ETF | AT COST | $937,683 | $762,012 |
| AXA UAP SPONS | AT COST | $50,498 | $49,877 |
| BASF AG | AT COST | $56,934 | $44,621 |
| DIAGEO PLC | AT COST | $59,578 | $55,298 |
| ISHARES EUR/PAC DIV | AT COST | $40,876 | $40,768 |
| NESTLE AOR | AT COST | $63,946 | $61,322 |
| NOVARTIS AG | AT COST | $78,134 | $66,079 |
| SSE PLC | AT COST | $61,267 | $57,389 |
| SIEMENS AG | AT COST | $52,362 | $45,587 |
| TORONTO - DOMINION | AT COST | $58,799 | $53,075 |
| UNILEVER ADR | AT COST | $63,962 | $63,085 |
| SEAGATE TECH | AT COST | $68,431 | $42,122 |
| VALIDUS HOLDINGS LTD | AT COST | $71,402 | $79,063 |
| LYONDELLBASELL INDU | AT COST | $78,630 | $78,471 |
| NXP SEMICONDUCTOR LP | AT COST | $62,075 | $60,829 |
| PROLOGIS, INC. | AT COST | $65,922 | $66,741 |
| AMERICAN TOWER | AT COST | $69,239 | $70,095 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,697 | LegalFeesAmt |
| Net Investment Income | $30,116 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,581 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF STOCK CONTRIBUTION TO COST BASIS | Desc |
| Amt | $11,348 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $286 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $286 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL ENDOWMENT TRANSFER PER DIVISION OF ASSETS AGREEMENT | Desc |
| Amt | $14,507,038 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLARD L ECCLES FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WELLS FARGO BANK NA 299 S MAIN ST | AddressLine1Txt |
| Address Line2 | 5TH FLOOR | AddressLine2Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $60,000 | $0 | $0 |
| FOREIGN TAXES | $2,188 | $2,188 | $0 |
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