2024-11-12T12:25:54-08:00 2023-12-31 943115194 JENSEN & NOVACIC INC 675 MARINERS ISLAND BLVD 109 SAN MATEO CA 94404 990PF 2023-01-01 462796479 THE WILHELM FAMILY FOUNDATION CO CASCADE WILHELM WILH 4158284086 3041 5TH AVENUE LOS ANGELES CA 90018 CASCADE WILHELM EXEC DIR 2024-11-12 true true CHRIS JENSEN P00538550 6503725300 2023 2024-10-15 13:58:12Z X 1531303 X X 100 100 100 55953 55953 55953 112863 675561 112863 168916 168916 56053 55000 3000 22390 14815 73 887 4441 85791 14815 0 170500 170500 256291 14815 170500 -87375 154101 56053 41077 20174 20173 1643746 1577274 1511130 1684823 1597448 1531303 0 X 1684823 1597448 1684823 1597448 1684823 1597448 1684823 -87375 1597448 1597448 BAIRD CORE PLUS P 2019-08-07 2023-03-17 5794 6650 -856 -856 COLUMBIA DIVIDEND P 1999-01-01 2023-03-17 48477 35527 12950 12950 DELAWARE LIMITED P 2015-11-13 2023-03-17 22390 23963 -1573 -1573 FRANKLIN TOTAL RETURN P 2015-11-13 2023-03-17 2730 3180 -450 -450 JANUS ST P 2016-09-06 2023-03-17 20626 22001 -1375 -1375 JANUS FLEXIBLE P 2015-11-13 2023-03-17 4222 4591 -369 -369 LORD ABBETT P 2015-11-13 2023-03-17 22317 25150 -2833 -2833 MFS GROWTH P 1999-01-01 2023-03-17 30212 21510 8702 8702 MFS GROWTH P 2015-06-30 2023-03-17 17346 9150 8196 8196 SPDR S&P 500 P 2015-06-30 2023-03-17 5504 2890 2614 2614 SPDR S&P 500 P 2015-06-30 2023-03-17 26732 13823 12909 12909 SPDR PORTFOLIO S&P 500 P 2015-06-30 2023-03-17 19473 12362 7111 7111 SPDR PORTFOLIO S&P 500 P 2015-11-13 2023-03-17 22982 13987 8995 8995 PUTNAM UNLTA SHORT P 2018-05-08 2023-06-26 13230 13270 -40 -40 PUTNAM UNLTA SHORT P 2019-06-07 2023-06-26 1770 1775 -5 -5 PUTNAM UNLTA SHORT P 2019-08-07 2023-09-15 92943 93036 -93 -93 MFS VALUE P 1999-01-01 2023-11-20 13644 9631 4013 4013 MFS VALUE P 2015-06-30 2023-11-20 12434 9073 3361 3361 PARNASSUS CORE EQUITY P 1999-01-01 2023-11-20 29548 23034 6514 6514 PRINICPAL EQUITY INCOME P 2021-03-11 2023-11-20 24699 26474 -1775 -1775 PGIM JENNISON GROWTH P 2021-03-11 2023-11-20 33590 36700 -3110 -3110 SPDR S&P 500 P 2015-11-13 2023-11-20 44488 19922 24566 24566 SPDR PORTFOLIO S&P 500 P 2015-11-13 2023-11-20 41083 22457 18626 18626 COLUMBIA DIVIDEND P 2023-01-01 2023-03-17 1964 2070 -106 -106 MFS GROWTH P 2022-12-14 2023-03-17 473 472 1 1 GOLDMAN SACHS P 2023-03-17 2023-09-15 110000 110000 CAPITAL GAINS DIST P 1999-01-01 2023-12-31 6890 6890 6890 112863 -105 2142 2142 2142 1000 1000 X 13 1155 0 false false false false false false false true true CA true false false false false true wilhelmfamilyfoundation.org JENSEN & NOVACIC INC 6503725300 675 MARINERS ISLAND 109 SAN MATEO CA 94404 false false false false false false false false false false false false false false false false false false false false false false CASCADE WILHELM 3041 5th AVE LOS ANGELES CA 90018 CEO 20.00 55000 MATTHEW O'DONNELL 724 OAK GROVE AVE STE 110 MENLO PARK CA 94025 Secretary 1.00 0 LELAND EVANS 8 HARRIS COURT A-1 MONTEREY CA 93940 CFO 1.00 0 NONE NONE FOUNDATION MADE GRANTS TO 501(c)(3) ORGANIZATIONS FOR THE PURPOSE OF SUPPORTING ART-BASED ORGANIZATIONS, ART SCHOOLS AND INSTITUTIONS AND PUBLIC ART PROGRAMMING FOR THE GOOD OF THE GENERAL PUBLIC. 170500 1588662 28188 0 1616850 0 1616850 24253 1592597 79630 79630 2142 2142 77488 77488 77488 170500 170500 77488 65759 98142 222372 221522 199923 807718 170500 0 77488 93012 900730 0 65759 834971 98142 222372 221522 199923 93012 CASCADE WILHELM 3041 5th AVE LOS ANGELES CA 90018 4158284086 cascade@wilhelmfamilyfoundation.com SEE ATTACHED 2023 GRANT CYCLE GUIDELINES 2023 GRANT CYCLE - DEADLINE MAY 19TH, 2023 NO RESTRICTIONS OR LIMITATIONS WOMENS CENTER FOR CREATIVE WORK 1800 S BRAND BOULEVARD SUITE 111 LOS ANGELES CA 90031 NONE PC ARTIST IN RESIDENCE & PROGRAMMING 8000 FULCRUM ARTS 145 NORTH RAYMOND AVENUE PASADENA CA 91103 NONE PC ARTIST PROGRAMMING 8000 HIGH DESERT TEST SITES 62923 SULLIVAN ROAD JOSHUA TREE CA 92252 NONE PC CREATIVE FELLOWSHIP 10000 NAVEL LA CO 1611 SOUTH HOPE STREET LOS ANGELES CA 90015 NONE PC PROGRAMMING 8000 OUTSIDER FILM ARTS FESTIVAL 3702 ROBINSON AVE AUSTIN TX 78722 NONE PC ARTIST PROGRAMMING 3500 FRANTURED ATLAS 228 PARK AVENUE S56651 NEW YORK NY 10003 NONE PC POCOAPOCO ARTIST IN RESIDENCE 8000 ACTORS BRIDGE ENSEMBLE 4610 CHARLOTTE PIKE NASHVILLE TN 37209 PC PROGRAMMING 8000 ART SHARE LOS ANGELES 801 E 4TH PLACE LOS ANGELES CA 90013 PC GENERAL OPERATING EXPENSES 8000 AUTOMATA ARTS 504 CHUNG KING COURT LOS ANGELES CA 90027 PC ARTIST IN RESIDENCE 8000 CHILDRENS MUSEUM OF THE ARTS PO BOX 1011 NEW YORK NY 10276 PC EMERGENCY ARTS EDUCATION FUND 8000 CITY MUSEUM CLEVELAND 12200 FAIRHILL ROAD CLEVELAND OH 44120 PC COMPOSER RESIDENCY 8000 DANCEWARE INC 182 4TH AVENUE BROOKLYN NY 11217 PC DANCEWAVE THROUGH COLLEGE AND BEYOND PROGRAM 8000 EQUITABLE VITRINES 3435 WILSHIRE BOULEVARD SUITE 450 LOS ANGELES CA 90010 PC GENERAL OPERATING EXPENSES 7000 GRIMALKIN RECORDS INC 18 BOXWOOD LANE DENDRON VA 23839 PC GENERAL OPERATING EXPENSES 8000 HEIDI DUCKLER DANCE 1206 MAPLE AVENUE SUITE 1100B LOS ANGELES CA 90015 PC GENERAL OPERATING EXPENSES 8000 LA CONTEMPORARY ARCHIVE 709 N HILL STREET SUITE 104-8 LOS ANGELES CA 90012 PC PROGRAMMING 8000 OPEN CIRCLE THEATRE 500 KING FARM BOULEVARD UNIT 102 ROCKVILLE MD 20850 PC THE GRIEVING PROJECT & PROGRAMMING 4000 PRISON COMMUNITIES INTERNATIONNAL 7353 ANDERSON HILL ROAD PURCHASE NY 10577 PC GENERAL OPERATING EXPENSES 10000 RIVERS INSTITUTE 5352 CAMP STREET NEW ORLEANS LA 70115 PC CONFLUENCE FESTIVAL & PROGRAMMING 8000 SAGE STUDIO GALLERY 916 SPRINGDALE ROAD BUILDING 2103 AUSTIN TX 78702 PC GENERAL OPERATING EXPENSES 8000 SLAMDANCE GROUP 5634 MELROSE AVENUE LOS ANGELES CA 90038 PC GENERAL OPERATING EXPENSES 8000 THE OPERA COMPANY PO BOX 5106 EL PASO TX 79953 PC COMMUNITY ENGAGEMENT & EDUCATION/PUBLIC PROGRAMMING 8000 170500 14 100 14 55953 18 112863 168916 168916 false false false false false false false false false false TAX PREPARATION 3000 0 0 0 GOLDMAN SACHS MONEY MARKET AT COST 338800 338800 AMG YACHTMAN FUND AT COST AMCAP FUND AT COST BAIRD MID CAP FUND AT COST COLUMBIA DIVIDEND INCOME FUND AT COST DELAWARE LIMITED TERM FUND AT COST 175278 165572 EUROPACIFIC GROWTH FUND AT COST FRANKLIN TOTAL RETURN FUND AT COST 191673 165758 GUGGENHEIM MID CAP VALUE FUND AT COST JANUS HENDERSON ST BOND AT COST 174437 165286 JANUS FLEXIBLE BOND FUND AT COST 182291 165860 LORD ABBETT SHORT DURATION INCOME FUND AT COST 181806 165503 MFS VALUE FUND AT COST 26218 29495 MFS GROWTH FUND AT COST PARNASSUS CORE EQUITY FUND AT COST 26735 29433 PUTNAM SHORT DURATION AT COST JANUS HENDERSON GLOBAL AT COST SPDR S&P 500 ETF AT COST 12400 28994 SPDR PORTFOLIO S&P 500 AT COST 15091 29330 BAIRD CORE PLUS BOND AT COST 189959 167613 PRINCIPAL EQUITY INCOME AT COST 30007 29716 PGIM JENNISON GROWTH AT COST 32579 29770 OFFICE EXPENSE 30 PAYROLL TAX 4411 INVESTMENT ADVISOR 14815 14815 0 0 PROFESSIONAL SERVICES 7575 0 0 0 CA TAX 50 FEDERAL TAX 837