Trust Accounting

Trust Accounting is responsible for providing independent review of the Institute's split-interest agreements administered by portfolio managers. The group records all financial activity, reviews and files tax returns, and provides financial information to Institute Management. In carrying out these duties, Trust Accounting works closely with the Gift and Estate Planning group from the Development Office.

Ana M. Ulloa, Associate Controller
(626) 395-2945
(626) 395-5936 - fax
Mail Code 228-6

Leticia Carlos, Assistant Director, Financial Assets Accounting
(626) 395-3653
(626) 395-5936 - fax
Mail Code 201-6