Civic Intelligence

Llww Foundation

990PF • Fiscal year 2024 • EIN 95-3464689

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 06, 2025

Organization Profile
177 E Colorado Blvd 800Pasadena, CA 91105

(626) 441-5111

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.61x

Higher debt load relative to revenue than 72% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

52nd percentile

6.6%

Higher net margin than 52% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

246%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$38,495,257

Up $5,808,641 (+18%) from 2023

Net Assets

Up

$37,462,633

Up $5,434,776 (+17%) from 2023

Liabilities

Up

$1,032,624

Up $373,865 (+57%) from 2023

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin52nd percentile

Revenue

Up

$1,694,107

Up $1,204,079 (+246%) from 2023

Expenses

Up

$1,582,479

Up $408,185 (+35%) from 2023

Net Income

Up

$111,628

Up $795,894 (+116%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $13,810,170Liabilities 2011: $02011Assets 2012: $14,271,551Liabilities 2012: $02012Assets 2013: $14,275,010Liabilities 2013: $02013Assets 2014: $21,724,233Liabilities 2014: $223,9982014Assets 2015: $20,933,970Liabilities 2015: $160,9402015Assets 2018: $22,488,236Liabilities 2018: $319,716Net Assets 2018: $22,168,5202018Assets 2019: $27,111,419Liabilities 2019: $1,001,615Net Assets 2019: $26,109,8042019Assets 2020: $29,818,512Liabilities 2020: $570,500Net Assets 2020: $29,248,0122020Assets 2021: $35,048,726Liabilities 2021: $920,383Net Assets 2021: $34,128,3432021Assets 2022: $27,329,811Liabilities 2022: $667,934Net Assets 2022: $26,661,8772022Assets 2023: $32,686,616Liabilities 2023: $658,759Net Assets 2023: $32,027,8572023Assets 2024: $38,495,257Liabilities 2024: $1,032,624Net Assets 2024: $37,462,6332024

Highlighted filing

2024

Assets$38,495,257
Liabilities$1,032,624
Net Assets$37,462,633
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $467,470Expenses 2011: $1,069,548Net Income 2011: -$602,0782011Revenue 2012: $1,078,324Expenses 2012: $616,943Net Income 2012: $461,3812012Revenue 2013: $914,867Expenses 2013: $911,408Net Income 2013: $3,4592013Revenue 2014: $689,548Expenses 2014: $606,455Net Income 2014: $83,0932014Revenue 2015: $696,186Expenses 2015: $691,021Net Income 2015: $5,1652015Revenue 2018: $812,820Expenses 2018: $859,743Net Income 2018: -$46,9232018Revenue 2019: $841,308Expenses 2019: $2,369,811Net Income 2019: -$1,528,5032019Revenue 2020: $2,092,779Expenses 2020: $1,235,514Net Income 2020: $857,2652020Revenue 2021: $843,570Expenses 2021: $1,934,439Net Income 2021: -$1,090,8692021Revenue 2022: $785,200Expenses 2022: $997,378Net Income 2022: -$212,1782022Revenue 2023: $490,028Expenses 2023: $1,174,294Net Income 2023: -$684,2662023Revenue 2024: $1,694,107Expenses 2024: $1,582,479Net Income 2024: $111,6282024

Highlighted filing

2024

Revenue$1,694,107
Expenses$1,582,479
Net Income$111,628
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA-LEE W WOODSPresident/Director-$0--
LINDA J BLINKENBERGVice President/Director-$0--
KRISTINA HERNANDEZSecretary-$0--
GREG E CUSTERCFO/Director-$0--
Filing and Contact Details

Filer

Filer Name
Llww Foundation
EIN
95-3464689
Phone
6264415111
Address
177 E COLORADO BLVD 800, PASADENA, CA 91105

Signing Officer

Name
Linda Blinkenberg
Title
Vice President
Phone
6264415111
Signed
2025-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 S FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm317354 UNITS APPLE COMPUTER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32280 UNITS APPLIED MATLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33195 UNITS ASML HOLDING N V N Y REGISTRY SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34877 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351563 UNITS BLACKSTONE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm362183 UNITS BOSTON PROPERTIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm373570 UNITS BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38429 UNITS CHENIERE ENERGY INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391217 UNITS CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm406050 UNITS CHIPOTLE MEXICAN GRILL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412447 UNITS CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422493 UNITS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43264 UNITS COSTCO WHSL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44203 UNITS CROWDSTRIKE HLDGS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45566 UNITS DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461397 UNITS DISNEY WALT CO COM DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471231 UNITS EATON CORP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48544 UNITS ECOLAB INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49444 UNITS ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501657 UNITS EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5153 UNITS FIRST CTZNS BANCSHARES INC N CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521738 UNITS FORTIVE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53440 UNITS GOLDMAN SACHS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541188 UNITS HONEYWELL INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55176 UNITS INTUIT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56358 UNITS INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57760 UNITS IQVIA HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm582085 UNITS J P MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59834 UNITS KKR & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60463 UNITS LILLY ELI & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61480 UNITS LINDE PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62953 UNITS MARSH & MCLENNAN COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63128 UNITS MARTIN MARIETTA MATLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm642373 UNITS MERCK & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65996 UNITS META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm663858 UNITS MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671795 UNITS MONDELEZ INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68482 UNITS MOTOROLA SOLUTIONS INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691133 UNITS NORFOLK SOUTHERN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7016531 UNITS NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71163 UNITS O REILLY AUTOMOTIVE INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721778 UNITS PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73982 UNITS PNC FINL SVCS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74711 UNITS PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751921 UNITS RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76290 UNITS S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77468 UNITS SALESFORCE COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78468 UNITS SERVICENOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79109 UNITS SOLVENTUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80715 UNITS SPDR SERIES TRUST S&P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81731 UNITS SUN COMMUNITIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82295 UNITS TESLA MTRS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83437 UNITS THERMO FISHER SCIENTIFIC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm842545 UNITS TJX COS INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85323 UNITS UNITED RENTALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86406 UNITS UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871177 UNITS VALERO ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm881023 UNITS VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm892104 UNITS VISA INC COM CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02165936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13464176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27069832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WHITTIER INTERNATIONAL FUND A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WHITTIER VALUE FUND A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WHITTIER SMALL CAP FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02165936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13464176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27069832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0333385
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01345152
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0169
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01678706
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01678706
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt015855
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05285
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt021140
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01709398
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0886000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01187130
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt015401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0333385
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0333385
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0111628
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02946408
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01345152
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02009622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01555
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01555
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt040444
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0202979
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt067660
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0270639
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0660
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt098012
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01110392
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt073605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01582479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02083227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01694107
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0224392
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt073605
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0395349
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04003
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01597075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01349333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2167460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3172761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01349333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2167460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3172761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02946408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WHITTIER INTERNATIONAL FUND A LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WHITTIER VALUE FUND A, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01709398
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0111628
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05323148
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037462633
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt032027857
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037462633
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01771178
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01771178
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01771178

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,495,257
Liabilities
$1,032,624
Net assets
$37,462,633
Revenue
$1,694,107
Expenses
$1,582,479
Net income
$111,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.5$1.03$37.5$1.69$1.58$0.11
2023Detailed filing. Detailed filing data is available for this year.$32.7$0.66$32.0$0.49$1.17$0.68
2022Detailed filing. Detailed filing data is available for this year.$27.3$0.67$26.7$0.79$1.00$0.21
2021Detailed filing. Detailed filing data is available for this year.$35.0$0.92$34.1$0.84$1.93$1.09
2020Detailed filing. Detailed filing data is available for this year.$29.8$0.57$29.2$2.09$1.24$0.86
2019Detailed filing. Detailed filing data is available for this year.$27.1$1.00$26.1$0.84$2.37$1.53
2018Detailed filing. Detailed filing data is available for this year.$22.5$0.32$22.2$0.81$0.86$0.05
2015Summary only. Only limited summary data is available for this year.$20.9$0.16$0.70$0.69$0.01
2014Summary only. Only limited summary data is available for this year.$21.7$0.22$0.69$0.61$0.08
2013Summary only. Only limited summary data is available for this year.$14.3$0.00$0.91$0.91$0.00
2012Summary only. Only limited summary data is available for this year.$14.3$0.00$1.08$0.62$0.46
2011Summary only. Only limited summary data is available for this year.$13.8$0.00$0.47$1.07$0.60