2026-05-08T11:01:07-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990 2025-01-01 956022226 MARIANA T ETCHEMENDY FOUNDATION ETCH 3126306000 PO BOX 803878 CHICAGO IL 60680 THE NORTHERN TRUST COMPANY TRUST OFFICER 3126306000 2026-04-08 true JASON BELOT P00183464 3128792000 2026-04-08 2025 2025-03-06 01:10:19Z SAME AS 'C' ABOVE 844933 false X N/A X 1961 CA TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I 1 0 0 0 0 0 0 113044 157611 3 113044 157614 74192 79773 0 27495 29291 0 0 3630 3421 105317 112485 7727 45129 2239370 2284231 0 0 2239370 2284231 TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I false false 51315 39886 GRANT PAID TO SUPPORTED ORGANIZATION - ST. ANNE'S MATERNITY HOME 51316 39887 GRANT PAID TO SUPPORTED ORGANIZATION - LOS ANGELES ORPHAN ASYLUM 102631 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false false true false false false false X 1 0 false false false false false false false true false false false true true true true false true false false false CA IL X X NORTHERN TRUST NA 3126306000 PO BOX 803878 CHICAGO IL 60680 NORTHERN TRUST N A TRUSTEE 40.0 0.0 X 21968 0 0 21968 0 0 false false false 103851 103851 741079 687319 53760 53760 53760 MFO DFA INTL SMALL CO PORTFOLIO FUN 900099 3 3 3 157614 157614 79773 79773 29291 21968 7323 1750 875 875 FOREIGN TAX ON INVESTMENT 1656 1656 IL AG FEE 15 15 112485 102631 9854 0 42475 144091 2196895 2140140 2239370 2284231 0 0 X 2239370 2284231 2239370 2284231 2239370 2284231 X 45129 -268 X false false false X X 2 ST ANNE'S MATERNITY HOME 951691306 7 true 39887 0 LOS ANGELES ORPHAN ASYLUM 951716803 7 true 39887 0 2 79774 0 true false false false false false false false false false false true false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION D LINE 2 & 3 LINES 2 AND 3 OF SECTION D OF PART IV OF THIS SCHEDULE A ARE DESIGNED TO ELICIT CONFIRMATION THAT THE SUPPORTING ORGANIZATION SATISFIES THE TWO ELEMENTS OF THE "RESPONSIVENESS TEST," i.e., THAT THE TRUSTEES OF THE SUPPORTING ORGANIZATION AND ITS SUPPORTED CHARITY(IES) HAVE A CLOSE AND CONTINUOUS RELATIONSHIP (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(ii)), AND THAT, AS A RESULT OF PART V SEE ATTACHED PART IV, SECTION D LINE 2 & 3 THAT RELATIONSHIP, THE SUPPORTED CHARITY(IES) HAVE A SIGNIFICANT VOICE IN THE OPERATION OF THE SUPPORTING ORGANIZATION (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(iii)). WE BELIEVE THIS ORGANIZATION MEETS THE RESPONSIVENESS TEST DESCRIBED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(3). THE MARIANA T. ETCHEMENDY CHARITABLE TRUST (THE TRUST) IS A SUPPORTING ORGANIZATION DESCRIBED PART IV, SECTION D LINE 2 & 3 IN IRC SECTION 501(c)(3). IT IS A TRUST AND WAS ESTABLISHED FOR THE EXCLUSIVE BENEFIT OF ST. ANNE'S FOUNDATION (50%) & LOS ANGELES ORPHANAGE FUND (50%), WHICH ARE PUBLIC CHARITIES DESCRIBED IN SECTION 509(a)(1), AFTER THE DEATH OF MARINA ETCHEMENDY ON MAY 6, 1965. THE TWO CHARITIES ARE THE BENEFICIARIES UNDER THIS PERPETUAL TRUST, WHICH WAS ESTABLISHED FOR THEIR SOLE BENEFIT. THE NORTHERN PART IV, SECTION D LINE 2 & 3 TRUST COMPANY ("TRUSTEE"), A BANK, IS THE SOLE SUCCESSOR TRUSTEE OF THE TRUST. REPRESENTATIVES OF THE TRUSTEE AND OFFICERS OF THE ABOVE MENTIONED CHARITIES HAVE PERIODIC CONFERENCE CALLS DURING WHICH THEY DISCUSS THE TRUST'S INVESTMENT PERFORMANCE AND POLICIES. THE OFFICERS OF THE CHARITIES ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS REGARDING THE INVESTMENTS AND DISTRIBUTIONS. THE TERMS OF THE PART IV, SECTION D LINE 2 & 3 DISTRIBUTIONS ARE DETERMINED BY THE TRUST DOCUMENT. NORTHERN TRUST PROVIDES THE OFFICERS OF THE CHARITIES WITH REGULAR INVESTMENT STATEMENTS AND PERFORMANCE REPORTS AND THE INFORMATION REQUIRED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(2). PART V THE MARIANA T ETCHEMENDY CHARITABLE TRUST (THE TRUST) FULFILLS THE INTEGRAL PART TEST OF TREASURY REGULATION SECTION 1.509(a)-4(i)(5)(i)(B), WHCIH PROVIDES THAT CERTAIN OLD SUPPORTING ORGANIZATIONS THAT MEET THE REQUIREMENTS OF TREASURY REGULATION SECTION 1.509(a)-4(i)(9), ARE NOT REQUIRED TO MEET EITHER THE DISTRIBUTION REQUIREMENT OR THE ATTENTIVENESS REQUIREMENT. THE TRUST PART V WAS CREATED AND IRREVOCABLE IN 1965 AND HAS BEEN DEDICATED TO MAKING DISTRIBUTIONS OF ALL OF ITS NET INCOME SPLIT EQUALLY TO ST. ANNE'S FOUNDATION AND LOS ANGELES ORPHANAGE FUND IN PERPETUITY. THERE IS NO REALISTIC POSSIBLITY THAT EITHER OF THE PARTIES WILL DEPART FROM THIS AGREEMENT. FOR THIS REASON, THE TRSUT MEETS THE FIVE REQUIREMENTS OF TREASURY REGULATION SECTION 1.509(a)-4(i)(9): PART V 1. THE TRUST IS WHOLLY CHARITABLE AND BENEFITS ONLY A QUALIFIED CHARITY AND WOULD HAVE QUALIFIED FOR AN ESTATE TAX CHARITABLE DEDUCTION. 2. THE TRUST WAS CREATED AND IRREVOCABLE IN 1965, PRIOR TO NOVEMBER 20, 1970. 3. THE TRUST MUST DISTRIBUTE ALL NET INCOME, 50% TO ST. ANNE'S FOUNDATION AND 50% TO LOS ANGELES ORPHANAGE FUND ANNUALLY. 4. THE TRUSTEE DOES NOT HAVE DISCRETION TO CHOOSE ANOTHER PART V SUPPORTED CHARITY. THE AMOUNTS DISTRIBUTED TO THE CHARITY ARE FIXED AND NOT SUBJECT TO FIDUCIARY DISCRETION. 5. NORTHERN IS THE SOLE SUCCESSOR TRUSTEE OF THE TRUST AND IS NOT A DISQUALIFIED PERSON WITHIN THE MEANING OF CODE SECTION 4946(a) (OTHER THAN BY VIRTURE OF ITS STATUS AS A TRUSTEE). ` true ST ANNE'S MATERNITY HOME 155 N OCCIDENTAL BLVD LOS ANGELES CA 90026 951691306 501(c)(3) 39887 GENERAL SUPPORT LOS ANGELES ORPHAN ASYLUM MARYVALE 7600 E GRAVES AVE ROSEMEAD CA 91770 951716803 501(c)(3) 39887 GENERAL SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b NOT APPLICABLE FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c ANNUAL ACKNOWLEDGEMENT BY TRUSTEE FORM 990, PAGE 6, PART VI, LINE 19 AVAILABLE UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 2024 TRANSACTIONS POSTED IN 2025 $198; 2025 TRANSACTIONS POSTED IN 2026-$471; ROUNDING $5 ST ANNE'S MATERNITY HOME 155 N OCCIDENTAL BLVD LOS ANGELES CA 90026 951691306 PROVIDE SERVICES FOR PREGNANT AND PARENTING T CA 501(c)(3) 7 N/A false LOS ANGELES ORPHAN ASYLUM MARYVALE 7600 E GRAVES AVE ROSEMEAD CA 91770 951716803 HUMAN SERVICES CA 501(c)(3) 7 N/A false false true false false false false false false false false false false false false false false false false false