Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
Name of foundation
STEWART FOUNDATION
 
% WARD R NYHUS JR & CO
Number and street (or P.O. box number if mail is not delivered to street address)9169 W SUNSET BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HOLLYWOOD, CA90069
A Employer identification number

95-4646884
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,514,053J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 4,154 4,154  
4 Dividends and interest from securities... 81,902 81,902  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,793
b Gross sales price for all assets on line 6a 1,225,093
7 Capital gain net income (from Part IV, line 2)... 35,793
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 41,105 41,105  
12 Total. Add lines 1 through 11........ 162,954 162,954  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 10,000   30,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,875 1,938 0 1,937
c Other professional fees (attach schedule).... Click to see attachment 37,175 37,175    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,537 19,527   10
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 889 814   75
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 101,476 69,454 0 32,022
25 Contributions, gifts, grants paid....... 227,000 227,000
26 Total expenses and disbursements. Add lines 24 and 25 328,476 69,454 0 259,022
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -165,522
b Net investment income (if negative, enter -0-) 93,500
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 125,557 177,015 177,015
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,064,158 Click to see attachment3,847,178 4,337,038
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,189,715 4,024,193 4,514,053
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,189,715 4,024,193
30 Total net assets or fund balances (see instructions)..... 4,189,715 4,024,193
31 Total liabilities and net assets/fund balances (see instructions). 4,189,715 4,024,193
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,189,715
2
Enter amount from Part I, line 27a .....................
2
-165,522
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,024,193
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,024,193
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 289 COLUMBIA PIPELINE GROUP P 2015-03-02 2015-07-16
b 0.5 CARE CAPITAL PROPERTIES P 2015-03-02 2015-08-18
c 108 GOLAR LNG LTD P 2015-03-02 2015-09-03
d 84 AMERICAN WATER WORKS CO INC P 2015-03-02 2015-10-22
e 125 MAXIM INTEGRATED PRODS P 2015-03-02 2015-10-20
187 GAMESTOP CORP P 2015-04-15 2015-12-11
628 KINDER MORGAN INC P 2015-03-02 2015-12-11
0.741 RMR GROUP INC P 2015-12-15 2015-12-15
342 STMICROELECTRONICS N.V. EU P 2015-03-02 2015-12-10
6.999 RMR GROUP INC P 2015-12-15 2016-01-13
285 ARES CAPITAL CORP P 2015-03-02 2016-02-19
38 DIGITAL REALTY TRUST INC P 2015-03-02 2016-02-17
57 LAMAR ADVERTISING CO P 2015-03-02 2016-02-17
118 MAXIM INTEGRATED PRODS P 2015-03-02 2016-02-04
58 MICROSOFT CORP   2015-03-02 2016-02-04
289 NISOURCE INC P 2015-03-02 2016-02-02
170 SEAGATE TECHNOLOGY P 2015-03-02 2016-02-04
468 WILLIAMS COS INC P 2015-03-02 2016-02-26
142 AMERICAN WATER WORKS P 2015-03-02 2016-03-21
37 CARE CAPITAL PROPERTIES P 2015-03-02 2016-03-21
453 PEOPLE'S UNITED FINANCIAL P 2015-03-02 2016-03-24
101 LAMAR ADVERTISING CO P 2015-03-02 2016-04-12
314 STMICROELECTRICS N.V. P 2015-03-02 2016-04-06
5000 CREDIT SUISSE AG TRIGGER P 2014-10-24 2015-10-28
5000 UBS AG TRIGGER P 2014-06-26 2015-12-29
7500 UBS AG TRIGGER P 2014-08-15 2016-04-19
392 RLI CORP P 2009-10-22 2015-07-24
280 WESTAMERICA BANCORP P 2012-05-02 2015-09-08
476 WOLVERINE WORLD WIDE INC P 2014-01-27 2015-08-28
265 WESTAMERICA BANCORP P 2012-07-10 2015-10-23
698 WOLVERINE WORLD WIDE INC P 2014-01-27 2015-10-22
48 CABOT MICROELECTRONICS CORP P 2011-06-15 2015-12-02
28 CEB INC P 2011-07-07 2015-12-02
107 COMPUTER SVCS INC P 2008-09-03 2015-12-02
73 FIRST CASH FINCL SERVICES P 2010-11-04 2015-12-02
40 HENRY JACK & ASSOC P 2010-09-21 2015-12-02
50 NATL BEVERAGE CORP P 2012-01-06 2015-12-02
82 VILLAGE SUPER MARKET INC P 2013-10-09 2015-12-02
23 WD-40 CO P 2011-02-22 2015-12-02
27 CORE LABORATORIES NV P 2015-03-16 2016-01-05
64 RBC BEARINGS INC P 2015-02-06 2016-01-05
223 AMER SOFTWARE INC CL A P 2014-01-29 2016-01-05
98 ARTISAN PARTNERS ASSET MGMT P 2014-09-23 2016-01-05
74 BADGER METER INC P 2011-09-16 2016-01-05
83 BANK OF HAWAII CORP P 2014-05-08 2016-01-05
55 CABOT MICROELECTRONICS CORP P 2011-06-15 2016-01-05
93 CASS INFORMATION SYSTEMS P 2009-05-29 2016-01-05
50 CEB INC COM P 2011-07-07 2016-01-05
128 CHEESECAKE FACTORY INC P 2014-07-14 2016-01-05
99 CINEMARK HOLDINGS INC P 2014-03-11 2016-01-05
72 COMPUTER SVCS INC KY P 2008-09-03 2016-01-05
53 FIRST CASH FINCL SERVICES P 2010-11-04 2016-01-05
59 G&K SVCS INC P 2014-10-17 2016-01-05
61 GRACO INC P 2010-05-25 2016-01-05
446 HEARTLAND PAYMENT SYSTEMS P 2014-07-08 2016-01-05
195 HENRY JACK & ASSOC INC P 2010-09-21 2016-01-05
89 LANDSTAR SYSTEMS INC P 2008-08-26 2016-01-05
140 MONOTYPE IMAGING HOLDINGS P 2013-09-24 2016-01-05
320 NATL BEVERAGE CORP P 2012-01-06 2016-01-05
124 PATTERSON COMPANIES INC P 2013-11-07 2016-01-05
83 PRIMERICA INC P 2014-05-05 2016-01-05
255 QUESTAR CORP P 2013-08-02 2016-01-05
42 RLI CORP P 2011-07-11 2016-01-05
43 SUN HYDRAULICS INC P 2013-08-07 2016-01-05
88 SYNTEL INC P 2008-08-26 2016-01-05
41 WD-40 CO P 2011-02-22 2016-01-05
533 QUESTAR CORP P 2015-06-11 2016-02-23
1145 QUESTAR CORP P 2013-08-02 2016-02-23
562 FIRST CASH FINCL SERVICES P 2011-11-30 2016-03-17
325 COMPUTER SVCS INC P 2008-09-03 2016-04-06
150 NATL BEVERAGE CORP P 2012-01-06 2016-03-29
29 BANK OF HAWAII CORP P 2014-05-08 2016-04-27
55 COGNEX CORP P 2012-09-27 2016-04-27
16 CORE LABORATORIES NV P 2015-03-16 2016-04-27
128 G&K SVCS INC COM P 2014-10-17 2016-04-27
44 NATL BEVERAGE CORP P 2012-06-15 2016-04-27
645 EBAY INC P 2014-01-24 2015-07-16
1212 HD SUPPLY HLDGS INC P 2014-04-03 2015-07-16
9 AMER EXPRESS CO P 2015-02-18 2015-09-08
10 CELANESE CORP NEW SER A P 2014-10-15 2015-09-08
13 DOW CHEMICAL P 2015-07-08 2015-09-08
10 EATON CORP PLC P 2015-07-16 2015-09-08
25 H&E EQUIPMENT SERVICES P 2014-12-15 2015-09-08
9 MEDTRONIC PLC P 2015-01-27 2015-09-08
15 RACKSPACE HOSTING INC P 2015-07-16 2015-09-08
21 SCHWAB CHARLES CORP P 2015-03-06 2015-09-08
3 YUM BRANDS INC P 2015-08-26 2015-09-08
9 AFLAC INC P 2011-05-23 2015-09-08
6 AIR PROD & CHEMICAL INC P 2009-11-24 2015-09-08
11 APPLE INC P 2011-05-26 2015-09-08
20 AT&T INC P 2009-11-24 2015-09-08
15 BLACKSTONE GROUP LP P 2009-09-22 2015-09-08
12 BP PLC P 2009-11-24 2015-09-08
23 CISCO SYSTEMS INC P 2001-02-07 2015-09-08
17 COCA COLA INC P 1999-06-15 2015-09-08
13 COGNIZANT TECH SOLUTIONS P 2009-11-24 2015-09-08
20 CSX CORP P 2012-09-13 2015-09-08
7 EXXON MOBILE P 2009-11-24 2015-09-08
34 GENERAL ELECTRIC P 1998-08-05 2015-09-08
1 GOOGLE INC CL A P 2009-11-24 2015-09-08
1 GOOGLE INC CL C P 2009-11-24 2015-09-08
10 JOHNSON & JOHNSON COM P 2009-11-24 2015-09-08
8 KELLOGG CO P 2012-09-13 2015-09-08
6 KIMBERLY CLARK CORP P 2009-11-24 2015-09-08
7 MARKET VECTORS ETF TR P 2007-12-19 2015-09-08
17 MICROSOFT CORP P 2000-02-29 2015-09-08
20 ORACLE CORP P 2009-11-24 2015-09-08
13 POWERSHARES DYNAMIC P 2009-11-24 2015-09-08
10 PROCTOR AND GAMBLE CO P 2009-11-24 2015-09-08
23 STATOIL ASA SPON ADR P 2013-04-23 2015-09-08
13 TEVA PHARMACEUTICALS P 2009-11-24 2015-09-08
10 TIME WARNER INC P 2008-09-15 2015-09-08
9 WP CAREY INC P 2013-07-05 2015-09-08
13 WALT DISNEY CO P 2009-11-24 2015-09-08
16 XYLEM INC P 2011-12-12 2015-09-08
10 3D SYSTEMS CORP P 2012-04-18 2015-09-08
5 3M CO P 2004-10-29 2015-09-08
177 COGNIZANT TECH SOLUTIONS P 2009-11-24 2015-10-07
0.35 PJT PARTNERS INC A P 2009-09-22 2015-10-01
293 WALT DISNEY CO P 2009-11-24 2015-10-07
451 MEDTRONIC PLC P 2015-01-27 2015-11-24
471 WP CAREY INC P 2013-07-05 2015-11-18
922 H&E EQUIPMENT SERVICES P 2014-12-15 2015-12-29
1174 STATOIL ASA SPON ADR P 2013-04-23 2015-12-29
529 3D SYSTEMS CORP DE P 2012-04-18 2015-12-29
19 PT PARTNERS INC A P 2015-10-01 2016-01-04
172 RITE AID CORP P 2014-10-08 2015-07-21
281 ALERE INC P 2014-07-16 2015-07-17
23 WABCO HOLDINGS P 2014-07-16 2015-07-17
46 CATALENT INC P 2015-05-06 2015-08-07
6 SERVICEMASTER GLOBAL HLDGS I P 2014-08-20 2015-07-30
10 VWR CORP P 2015-04-20 2015-07-30
4 WESTROCK CO P 2015-05-22 2015-07-30
18 WHITING PETROLEUM CORP P 2014-09-19 2015-08-17
53 AMSURG CORP P 2014-08-05 2015-08-25
2 AVAGO TECHNOLOGIES P 2014-07-16 2015-07-30
8 COMMSCOPE HLDG CO P 2014-07-16 2015-07-30
7 FIRST AMERN FINL CORP P 2013-07-22 2015-07-30
15 GLOBAL PAYMENTS INC P 2014-07-16 2015-07-30
3 HSN INC P 2014-07-16 2015-07-30
110 NOBLE ENERGY INC P 2014-07-16 2015-08-17
3 PACKAGING CORP OF AMERICA P 2014-07-16 2015-07-30
69 SABRE CORP P 2014-07-16 2015-07-30
5 SEI INVESTMENTS CO P 2014-07-16 2015-07-30
2 SIGNET JEWELERS LTD P 2014-07-16 2015-07-30
65 TOTAL SYSTEM SERVICES INC P 2014-07-16 2015-08-24
9 TRINET GROUP INC P 2014-07-29 2015-07-30
15 WABCO HOLDINGS INC P 2014-07-16 2015-08-25
123 WHITING PETROLEUM CORP P 2014-07-31 2015-08-17
27 AMSURG CORP P 2014-08-15 2015-08-27
198 CON-WAY INC P 2014-07-16 2015-09-10
125 MALLINCKRODT PUB LTD CO P 2014-07-16 2015-09-21
2 SABRE CORP P 2014-07-16 2015-08-27
67 AVERY DENNISON CORP P 2015-01-26 2015-10-26
81 CIT GROUP INC P 2014-10-21 2015-10-21
56 AMSURG CORP P 2014-08-15 2015-10-05
240 CABELA'S INC P 2014-07-16 2015-10-22
372 CIT GROUP INC P 2014-07-16 2015-10-20
101 COMMSCOPE HLDG INC P 2014-07-16 2015-10-26
29 FISERV INC P 2014-07-16 2015-10-22
25 GLOBAL PAYMENTS INC P 2014-07-16 2015-10-13
337 LPL FINL HLDGS INC P 2014-07-16 2015-10-22
32 NASDAQ INC P 2014-07-16 2015-10-26
32 SABRE CORP P 2014-07-16 2015-10-22
28 TOTAL SYSTEM SERVICES P 2014-07-16 2015-10-22
12 AVAGO TECHNOLOGIES LTD P 2014-07-16 2015-11-17
41 DELPHI AUTOMOTIVE PLC P 2014-07-16 2015-11-12
18 GLOBAL PAYMENTS INC P 2014-07-16 2015-11-12
6 SIGNET JEWELERS LTD P 2014-07-16 2015-11-17
24 TOTAL SYSTEM SERVICES P 2014-07-16 2015-10-28
55 AVAGO TECHNOLOGIES LTD P 2014-07-16 2015-12-10
75 AVERY DENNISON CORP P 2014-12-02 2015-12-03
19 CACI INTL INC CL A P 2014-07-16 2015-12-03
91 CHECK POINT SOFTWARE P 2014-07-16 2015-12-03
65 DELPHI AUTOMOTIVE PLC P 2014-07-16 2015-12-03
22 FIRST AMERN FINL CORP P 2014-10-17 2015-12-03
79 FISERV INC P 2014-07-16 2015-12-03
69 GLOBAL PAYMENTS INC P 2014-07-16 2015-12-03
20 HCA HOLDINGS INC P 2014-07-16 2015-12-10
31 NASDAQ INC P 2014-07-16 2015-12-03
58 SEI INVESTMENTS CO P 2014-07-16 2015-12-03
172 TOTAL SYSTEM SERVICES P 2014-07-16 2015-12-03
14 AVAGO TECHNOLOGIES LTD P 2014-07-16 2016-01-22
19 DELPHI AUTOMOTIVE PLC P 2014-07-16 2016-01-12
24 HD SUPPLY HLDGS INC P 2014-07-16 2016-01-08
35 RELIANCE STEEL & ALLUMINUM P 2014-07-16 2016-01-08
58 SABRE CORP P 2014-07-16 2016-01-12
6 SNAP ON INC P 2014-07-16 2016-01-11
185 TOTAL SYSTEM SERVICES INC P 2014-07-16 2016-01-22
34 CARPENTER TECHNOLOGY P 2015-05-01 2016-02-08
265 COMMUNITY HEALTH SYSTEMS P 2015-10-01 2016-02-05
47 CONSTELLIUM NV CL A P 2015-05-04 2016-02-05
139 ENDO INTL PLC P 2015-07-17 2016-02-08
41 HSN INC P 2015-09-16 2016-02-08
7 PVH CORP P 2015-03-30 2016-02-09
127 SYNCHONY FINL P 2015-10-21 2016-02-08
22 TAILORED BRANDS INC P 2015-09-10 2016-02-17
12 WABCO HOLDINGS INC P 2015-10-22 2016-02-11
104 WESTROCK CO P 2015-05-22 2016-02-11
8 AVERY DENNISON CORP P 2014-12-02 2016-02-17
67 BROADCOM LTD P 2014-07-16 2016-02-09
191 CARPENTER TECHNOLOGY P 2014-07-16 2016-02-12
72 COMMSCOPE HLDG INC P 2014-07-16 2016-02-18
29 COMMUNITY HEALTH SYSTEMS P 2014-07-16 2016-02-10
91 DELPHI AUTOMOTIVE PLC P 2014-07-16 2016-02-05
298 GILDAN ACTIVEWEAR INC P 2014-10-09 2016-02-08
56 HD SUPPLY HLDGS INC P 2014-07-16 2016-02-08
49 HSN INC P 2014-07-16 2016-02-09
162 SABRE INC P 2014-07-16 2016-01-29
88 SEI INVESTMENTS CO P 2014-07-16 2016-02-09
208 SERVICEMASTER GLOBAL HLDGS P 2014-08-13 2016-02-10
41 SIGNET JEWELERS LTD P 2014-07-16 2016-02-05
85 TAILORED BRANDS INC P 2014-09-17 2016-02-17
416 TRINET GROUP INC P 2014-07-25 2016-02-17
16 WABCO HLDGS INC P 2014-07-16 2016-02-11
318 CONSTELLIUM NV CL A P 2015-05-01 2016-03-01
49 COMMSCOPE HLDG CO INC P 2014-07-16 2016-02-25
35 HD SUPPLY INC P 2014-07-16 2016-03-10
65 NASDAQ INC P 2014-07-16 2016-03-04
84 NCR CORP P 2014-07-16 2016-03-04
25 RELIANCE STEEL & ALUMINUM P 2014-07-16 2016-03-04
38 TAILORED BRANDS INC COM P 2014-09-17 2016-03-04
1 TRINET GROUP INC P 2014-07-31 2016-02-25
25 UNITED RENTALS INC P 2014-07-16 2016-03-04
265 H&R BLOCK INC P 2016-02-05 2016-04-18
50 JARDEN CORP P 2015-10-28 2016-04-18
119 MILACRON HOLDINGS CORP P 2015-08-28 2016-04-14
23 TENNECO INC P 2015-10-22 2016-04-11
22 FISERV INC P 2014-07-16 2016-04-20
458 JARDEN CORP P 2014-07-16 2016-04-18
39 RELIANCE STEEL & ALUMINUM P 2014-07-16 2016-04-11
48 TENNECO INC P 2014-07-16 2016-04-12
55 ARES CAPITAL CORP P 2015-07-30 2016-04-27
17 CHEMICAL FINCL CORP P 2016-04-19 2016-04-27
227 CONSTELLIUM NV CL A P 2015-06-17 2016-04-27
14 FIDELITY NATL INFORMATION P 2015-12-04 2016-04-27
417 FIRST DATA CORP CL A P 2015-10-23 2016-04-27
25 GRAND CANYON EDUCATION P 2015-10-13 2016-04-27
10 HARTFORD FINCL SERVICES P 2016-02-10 2016-04-27
14 IMS HEALTH HLDGS INC P 2016-04-19 2016-04-27
64 INVESTORS BANCORP INC P 2015-12-10 2016-04-27
106 MICRON TECHNOLOGY INC P 2015-07-20 2016-04-29
25 MILACRON HOLDINGS CORP P 2015-08-28 2016-04-27
21 PACWEST BANCORP P 2015-06-11 2016-04-27
7 SKYWORKS SOLUTIONS INC P 2015-12-10 2016-04-27
17 SYNCHRONY FINL P 2015-10-21 2016-04-27
12 AMSURG CORP P 2014-10-13 2016-04-27
6 AVERY DENNISON CORP P 2015-04-20 2016-04-27
12 BROADRIDGE FINANCIAL SOLUTI P 2014-08-19 2016-04-27
4 CACI INTL CL A P 2014-07-16 2016-04-27
34 CATALENT INC P 2014-09-25 2016-04-27
17 CROWN HOLDINGS INC P 2014-07-16 2016-04-27
17 FIRST AMERN FINL CORP P 2014-10-17 2016-04-27
19 GALLAGHER ARTHUR & CO P 2015-04-14 2016-04-27
6 HCA HOLDINGS INC P 2014-07-16 2016-04-27
14 HD SUPPLY HLDGS P 2014-07-16 2016-04-27
9 HSN INC P 2014-07-16 2016-04-27
0.166 INGEVITY CORP P 2015-05-15 2016-05-16
10 KAR AUCTION SVCS INC P 2014-07-16 2016-04-27
8 LENNAR CORP P 2014-07-16 2016-04-27
7 NASDAQ INC P 2014-07-16 2016-04-27
15 NCR CORP P 2014-07-16 2016-04-27
8 PACKAGING CORP P 2014-07-16 2016-04-27
4 PVH CORP P 2014-07-16 2016-04-27
82 QUORUM HEALTH CORP P 2014-07-16 2016-05-06
6 REINSURANCE GROUP AMER INC P 2014-07-16 2016-04-27
62 RITE AID CORP P 2014-10-08 2016-04-27
9 SEI INVESTMENTS P 2014-07-16 2016-04-27
4 SIGNET JEWELERS P 2014-07-16 2016-04-27
6 SNAP ON INC P 2014-07-16 2016-04-27
5 SPECTRUM BRANDS HLDGS P 2014-07-16 2016-04-27
6 UNTD RENTALS INC P 2014-07-16 2016-04-27
32 VWR CORP P 2015-04-20 2016-04-27
4 WABCO HOLDINGS P 2014-07-16 2016-04-27
2 PVH CORP P 2015-03-30 2015-09-30
4 BROADRIDGE FINANCIAL SOLUTIO P 2014-08-19 2015-09-30
3 DELPHI AUTOMOTIVE P 2014-07-16 2015-09-30
3 HCA HOLDINGS INC P 2014-07-16 2015-09-30
4 JARDEN CORP P 2014-07-16 2015-09-30
3 SKYWORKS SOLUTIONS P 2014-07-16 2015-09-30
3 SPECTRUM BRANDS HLDGS P 2014-07-16 2015-09-30
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 8,500   7,800 700
b 18   19 -1
c 4,249   3,294 955
d 4,908   4,423 485
e 4,952   4,387 565
5,650   7,608 -1,958
10,544   25,739 -15,195
10   9 1
2,358   3,131 -773
121   87 34
3,641   4,952 -1,311
3,034   2,548 486
3,095   3,308 -213
3,792   4,141 -349
3,010   2,561 449
6,117   4,368 1,749
5,513   10,763 -5,250
7,400   22,957 -15,557
9,644   7,478 2,166
943   1,428 -485
7,173   6,847 326
6,218   5,862 356
1,680   2,875 -1,195
50,000   50,000  
11,260   50,000 -38,740
75,000   75,000  
21,825   10,336 11,489
12,622   12,908 -286
12,790   13,534 -744
11,892   12,469 -577
12,807   18,062 -5,255
2,049   2,223 -174
2,131   1,279 852
4,039   1,792 2,247
2,874   2,155 719
3,183   1,036 2,147
2,062   788 1,274
2,088   2,847 -759
2,296   928 1,368
2,855   2,655 200
3,985   3,899 86
2,206   2,197 9
3,458   3,458  
4,214   2,590 1,624
5,104   4,618 486
2,383   2,547 -164
4,631   2,333 2,298
2,912   2,283 629
6,066   5,876 190
3,130   3,035 95
2,737   1,206 1,531
1,938   1,606 332
3,557   3,473 84
4,294   1,855 2,439
40,196   18,519 21,677
14,874   5,051 9,823
5,181   4,294 887
3,166   3,166  
13,614   5,045 8,569
5,472   5,319 153
3,847   3,800 47
4,935   6,304 -1,369
2,559   1,327 1,232
1,273   1,364 -91
3,892   1,325 2,567
3,970   1,654 2,316
13,299   11,449 1,850
28,569   27,554 1,015
24,911   21,211 3,700
12,196   5,444 6,752
6,378   2,328 4,050
2,015   1,613 402
2,027   953 1,074
2,124   1,573 551
9,215   7,535 1,680
2,012   657 1,355
42,296   35,120 7,176
43,427   32,118 11,309
680   721 -41
605   509 96
573   649 -76
568   661 -93
497   667 -170
633   693 -60
463   562 -99
650   650  
245   234 11
516   440 76
835   495 340
1,222   527 695
661   545 116
531   221 310
376   707 -331
604   714 -110
660   539 121
819   290 529
559   457 102
514   532 -18
848   988 -140
644   292 352
614   290 324
938   632 306
538   405 133
637   377 260
902   359 543
743   762 -19
756   444 312
710   212 498
700   627 73
342   533 -191
822   692 130
713   290 423
510   593 -83
1,346   393 953
519   378 141
133   184 -51
717   387 330
11,470   3,950 7,520
7   4 3
30,203   8,868 21,335
34,185   34,704 -519
28,571   31,151 -2,580
15,982   22,077 -6,095
16,637   27,185 -10,548
4,788   9,756 -4,968
528   72 456
1,501   843 658
14,513   10,715 3,798
2,827   2,445 382
1,541   1,333 208
227   137 90
264   276 -12
249   266 -17
344   1,452 -1,108
4,165   2,644 1,521
257   147 110
246   185 61
282   157 125
1,619   1,096 523
219   170 49
3,919   8,274 -4,355
211   201 10
1,820   1,319 501
263   162 101
244   223 21
2,836   2,073 763
237   208 29
1,671   1,594 77
2,349   10,890 -8,541
2,163   1,324 839
9,430   9,774 -344
9,354   9,293 61
56   38 18
4,235   3,512 723
3,199   3,684 -485
4,431   2,777 1,654
8,237   13,810 -5,573
14,913   16,543 -1,630
3,240   2,333 907
2,738   1,801 937
3,232   1,827 1,405
13,818   16,424 -2,606
1,862   1,288 574
951   612 339
1,407   893 514
1,467   884 583
3,401   2,837 564
1,243   658 585
828   669 159
1,291   765 526
8,010   4,051 3,959
4,797   3,734 1,063
1,928   1,311 617
7,690   5,880 1,810
5,493   4,497 996
843   616 227
7,401   4,907 2,494
4,791   2,521 2,270
1,373   1,204 169
1,764   1,247 517
3,106   1,878 1,228
9,313   5,485 3,828
1,749   1,031 718
1,394   1,315 79
659   641 18
1,906   2,583 -677
1,505   1,108 397
976   713 263
8,414   5,899 2,515
939   1,516 -577
4,979   7,907 -2,928
246   867 -621
6,866   11,878 -5,012
1,719   2,211 -492
490   740 -250
3,091   4,135 -1,044
301   1,071 -770
1,044   1,327 -283
3,121   6,903 -3,782
523   398 125
8,019   4,935 3,084
5,329   11,575 -6,246
1,640   1,663 -23
550   1,341 -791
5,412   6,291 -879
6,944   8,415 -1,471
1,282   1,496 -214
2,041   2,777 -736
3,888   3,038 850
3,014   2,849 165
7,487   4,595 2,892
4,115   4,571 -456
1,168   4,251 -3,083
5,409   9,640 -4,231
1,429   1,701 -272
1,807   4,833 -3,026
1,264   1,132 132
961   935 26
4,174   2,615 1,559
2,094   2,786 -692
1,611   1,845 -234
624   1,900 -1,276
13   23 -10
1,435   2,703 -1,268
6,362   9,207 -2,845
2,955   2,294 661
1,940   2,395 -455
1,067   1,109 -42
2,192   1,367 825
27,070   17,530 9,540
2,726   2,878 -152
2,273   3,205 -932
846   884 -38
654   643 11
1,450   2,134 -684
927   909 18
5,318   6,812 -1,494
1,120   1,011 109
451   405 46
372   372  
753   801 -48
1,160   2,032 -872
451   486 -35
840   993 -153
502   600 -98
522   553 -31
965   601 364
446   307 139
724   494 230
435   276 159
1,015   843 172
916   866 50
620   476 144
858   909 -51
488   361 127
488   374 114
490   510 -20
4   7 -3
383   313 70
381   326 55
449   282 167
445   498 -53
527   537 -10
390   444 -54
764   2,580 -1,816
585   477 108
500   304 196
436   291 145
445   446 -1
968   713 255
549   420 129
407   649 -242
858   883 -25
453   425 28
201   211 -10
220   165 55
226   208 18
232   181 51
193   153 40
250   144 106
270   252 18
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       700
b       -1
c       955
d       485
e       565
      -1,958
      -15,195
      1
      -773
      34
      -1,311
      486
      -213
      -349
      449
      1,749
      -5,250
      -15,557
      2,166
      -485
      326
      356
      -1,195
       
      -38,740
       
      11,489
      -286
      -744
      -577
      -5,255
      -174
      852
      2,247
      719
      2,147
      1,274
      -759
      1,368
      200
      86
      9
       
      1,624
      486
      -164
      2,298
      629
      190
      95
      1,531
      332
      84
      2,439
      21,677
      9,823
      887
       
      8,569
      153
      47
      -1,369
      1,232
      -91
      2,567
      2,316
      1,850
      1,015
      3,700
      6,752
      4,050
      402
      1,074
      551
      1,680
      1,355
      7,176
      11,309
      -41
      96
      -76
      -93
      -170
      -60
      -99
       
      11
      76
      340
      695
      116
      310
      -331
      -110
      121
      529
      102
      -18
      -140
      352
      324
      306
      133
      260
      543
      -19
      312
      498
      73
      -191
      130
      423
      -83
      953
      141
      -51
      330
      7,520
      3
      21,335
      -519
      -2,580
      -6,095
      -10,548
      -4,968
      456
      658
      3,798
      382
      208
      90
      -12
      -17
      -1,108
      1,521
      110
      61
      125
      523
      49
      -4,355
      10
      501
      101
      21
      763
      29
      77
      -8,541
      839
      -344
      61
      18
      723
      -485
      1,654
      -5,573
      -1,630
      907
      937
      1,405
      -2,606
      574
      339
      514
      583
      564
      585
      159
      526
      3,959
      1,063
      617
      1,810
      996
      227
      2,494
      2,270
      169
      517
      1,228
      3,828
      718
      79
      18
      -677
      397
      263
      2,515
      -577
      -2,928
      -621
      -5,012
      -492
      -250
      -1,044
      -770
      -283
      -3,782
      125
      3,084
      -6,246
      -23
      -791
      -879
      -1,471
      -214
      -736
      850
      165
      2,892
      -456
      -3,083
      -4,231
      -272
      -3,026
      132
      26
      1,559
      -692
      -234
      -1,276
      -10
      -1,268
      -2,845
      661
      -455
      -42
      825
      9,540
      -152
      -932
      -38
      11
      -684
      18
      -1,494
      109
      46
       
      -48
      -872
      -35
      -153
      -98
      -31
      364
      139
      230
      159
      172
      50
      144
      -51
      127
      114
      -20
      -3
      70
      55
      167
      -53
      -10
      -54
      -1,816
      108
      196
      145
      -1
      255
      129
      -242
      -25
      28
      -10
      55
      18
      51
      40
      106
      18
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 35,793
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 186,960 5,092,962 0.036709
2013 218,683 4,573,331 0.047817
2012 222,736 4,025,976 0.055325
2011 138,000 3,699,741 0.0373
2010 168,750 3,708,809 0.0455
2
Total of line 1, column (d) .....................
20.222651
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.04453
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,206,041
5
Multiply line 4 by line 3......................
5
187,295
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
935
7
Add lines 5 and 6........................
7
188,230
8
Enter qualifying distributions from Part XII, line 4.............
8
259,022
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 935
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 935
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 935
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 13,920
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,920
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 12,985
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet960 RefundedBullet 11 12,025
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWARD R NYHUS JR & CO Telephone no.bullet (310) 207-1186

    Located atbullet11661 SAN VICENTE BLVD 310LOS ANGELESCA ZIP+4bullet90049
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MICHAEL H MCLEAN OFFICER
    0     		0 0 0
    9169 W SUNSET BLVD
    WEST HOLLYWOOD,CA90069
    KELLY STEWART HARCOURT OFFICER
    0     		0 0 0
    9169 W SUNSET BLVD
    WEST HOLLYWOOD,CA90069
    JUDY STEWART MERRILL OFFICER
    0     		0 0 0
    9169 W SUNSET BLVD
    WEST HOLLYWOOD,CA90069
    GREGORY M PAUL OFFICER
    0     		40,000 0 0
    9169 W SUNSET BLVD
    WEST HOLLYWOOD,CA90069
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,973,086
    b
    Average of monthly cash balances.......................
    1b
    297,006
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,270,092
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,270,092
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    64,051
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,206,041
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    210,302
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    210,302
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    935
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    935
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    209,367
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    209,367
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    209,367
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    259,022
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    259,022
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    935
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    258,087
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 209,367
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 26,805
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 259,022
    a Applied to 2014, but not more than line 2a 26,805
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 209,367
    e Remaining amount distributed out of corpus 22,850
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 22,850
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		22,850
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 22,850
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    WORLD SAVVY
    474 VALENCIA ST SUITE 156
    SAN FRANCISCO,CA94103     		  501(C)3 CHARITABLE 30,000
    JAMES M STEWART MUSEUM FOUNDATION
    PO BOX 1
    INDIANA,PA15701     		  501(C)3 MUSEUM 25,000
    VIP EDUCATION FUND
    1802 E THOMAS ROAD SUITE 15
    PHOENIX,AZ85016     		  501(C)3 EDUCATION 15,000
    HEARTLAND FILM FESTIVAL
    200 S MERIDIAN STREET 220
    INDIANAPOLIS,IN46225     		  501(C)3 CHARITABLE 30,000
    ST JOHN'S HEALTH CENTER
    2121 SANTA MONICA BLVD
    SANTA MONICA,CA90404     		  501(C)3 CHARITABLE 5,000
    SOUTHERN ALLEGHENIES MUSEUM OF ART
    PO BOX 9
    LORETTO,PA15940     		  501(C)3 CHARITABLE 22,000
    THE KASIISI PROJECT
    64 LINNAEAN STREET
    CAMBRIDGE,MA01238     		  501(C)3 CHARITABLE 20,000
    FAUNA & FLORA INTERNATIONAL INC
    1720 N STREET NW
    WASHINGTON,DC20036     		    CHARITABLE 20,000
    FACE FORWARD INC
    9735 WILSHIRE BLVD 300
    BEVERLY HILLS,CA90212     		    CHARITABLE 15,000
    THE LEAKY FOUNDATION
    1003 OREILLY AVENUE
    SAN FRANCISCO,CA94129     		    CHARITABLE 45,000
    Total .................................bullet 3a 227,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 4,154  
    4 Dividends and interest from securities....     14 81,902  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 35,793  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aOTHER     		525990   41 41,105  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   162,954  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13162,954
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    STEWART FOUNDATION
    EIN:
    95-4646884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,875 1,938   1,937

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    STEWART FOUNDATION
    EIN:
    95-4646884
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    STEWART FOUNDATION
    EIN:
    95-4646884
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 3,847,178 4,337,038

    TY 2015 OtherExpensesSchedule
    Name:
    STEWART FOUNDATION
    EIN:
    95-4646884
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 782 782    
    CA STATE REGISTRY 75     75
    PROCESSING FEES 32 32    


    TY 2015 OtherIncomeSchedule2
    Name:
    STEWART FOUNDATION
    EIN:
    95-4646884
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NET ACTIVITY FROM PARTNERSHIP INVESTMENT 1,790 1,790  
    MISCELLANEOUS INCOME - UBS 38,648 38,648  
    MISCELLANEOUS INCOME - MORGAN STANLEY 667 667  


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    STEWART FOUNDATION
    EIN:
    95-4646884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 37,175 37,175    


    TY 2015 TaxesSchedule
    Name:
    STEWART FOUNDATION
    EIN:
    95-4646884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FRANCHISE TAX BOARD 10     10
    U.S. TREASURY 19,527 19,527