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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
STANLEY W EKSTROM FOUNDATION INC
C/O SILVERSTEIN & HUSTON
Number and street (or P.O. box number if mail is not delivered to street address)701 S PARKER ST NO 5500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORANGE, CA92868
A Employer identification number

20-3198081
B Telephone number (see instructions)

(714) 547-2462
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$40,686,225J 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) 161,202
2 Check bullet.............
3 Interest on savings and temporary cash investments 11,165 11,165  
4 Dividends and interest from securities... 733,843 814,075  
5a Gross rents............ 77,338 77,338  
b Net rental income or (loss) 59,363
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -162,119
b Gross sales price for all assets on line 6a 7,223,811
7 Capital gain net income (from Part IV, line 2)... 115,041
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 921,606 767,043  
12 Total. Add lines 1 through 11........ 1,743,035 1,784,662  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,409 0   0
b Accounting fees (attach schedule)....... Click to see attachment 66,165 0   33,082
c Other professional fees (attach schedule).... Click to see attachment 547 547   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 76,184 13,906   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 19,522 17,376  
20 Occupancy.............. 8,352 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 69,371 599   20,668
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 243,550 32,428   53,750
25 Contributions, gifts, grants paid....... 2,588,180 2,438,180
26 Total expenses and disbursements. Add lines 24 and 25 2,831,730 32,428   2,491,930
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,088,695
b Net investment income (if negative, enter -0-) 1,752,234
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 586,549 644,056 644,056
2 Savings and temporary cash investments......... 331,851 4,411,495 4,411,495
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) bullet3,009,175
Less: allowance for doubtful accounts bullet0 3,542,720 3,009,175 3,009,175
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 13,739    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 17,385,811 Click to see attachment19,630,443 19,630,443
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet860,000
Less: accumulated depreciation (attach schedule) bullet47,785 829,591 Click to see attachment812,215 812,215
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,707,382 Click to see attachment6,098,269 6,098,269
14 Land, buildings, and equipment: basis bullet6,438
Less: accumulated depreciation (attach schedule) bullet6,438 692,521 Click to see attachment0 0
15 Other assets (describe bullet) Click to see attachment13,441,681 Click to see attachment6,080,572 Click to see attachment6,080,572
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,531,845 40,686,225 40,686,225
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 350,000 500,000
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) Click to see attachment0 Click to see attachment16,874
23 Total liabilities (add lines 17 through 22)......... 350,000 516,874
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 43,181,845 40,169,351
30 Total net assets or fund balances (see instructions)..... 43,181,845 40,169,351
31 Total liabilities and net assets/fund balances (see instructions). 43,531,845 40,686,225
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
43,181,845
2
Enter amount from Part I, line 27a .....................
2
-1,088,695
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
98,625
4
Add lines 1, 2, and 3 ..........................
4
42,191,775
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,022,424
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
40,169,351
Form 990-PF (2018)
Form 990-PF (2018)
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 KINDER MORGAN INC (RETURN OF CAPITAL) P    
b KINDER MORGAN INC (RETURN OF CAPITAL) P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 8,170   8,170 0
b 600   600 0
c 115,041     115,041
d
e
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       0
b       0
c       115,041
d
e
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 2 115,041
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))
2017 1,748,109 44,221,736 0.039531
2016 950,034 20,370,349 0.046638
2015 20,000 29,057 0.688302
2014 20,000 22,531 0.887666
2013 135,000 13,974 9.660799
2
Total of line 1, column (d) .....................
2
11.322936
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
2.264587
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
36,524,551
5
Multiply line 4 by line 3......................
5
82,713,023
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
17,522
7
Add lines 5 and 6........................
7
82,730,545
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,491,930
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 35,045
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 0
3 Add lines 1 and 2........................... 3 35,045
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 35,045
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 34,752
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 69,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 6
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 34,701
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet21,200 RefundedBullet 11 13,501
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 addressbulletWWW.SWEFOUNDATION.ORG
    14
    The books are in care ofbulletMARYANNE OTHMER Telephone no.bullet (714) 547-2511

    Located atbullet701 S PARKER ST STE 5500ORANGECA ZIP+4bullet92868
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    STEVEN A SILVERSTEIN PRESIDENT
    10.00     		0 0 0
    701 S PARKER STREET 5500
    ORANGE,CA92868
    LAWRENCE C FELIX SECRETARY/TREASURER
    5.00     		0 0 0
    1329 POTRERO AVENUE
    SOUTH EL MONTE,CA91733
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    23,963,502
    b
    Average of monthly cash balances.......................
    1b
    2,758,014
    c
    Fair market value of all other assets (see instructions)................
    1c
    10,359,246
    d
    Total (add lines 1a, b, and c).........................
    1d
    37,080,762
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    37,080,762
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    556,211
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    36,524,551
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,826,228
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,826,228
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    35,045
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,045
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,791,183
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,791,183
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,791,183
    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
    2,491,930
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,491,930
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,491,930
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,791,183
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016...... 114,138
    e From 2017......  
    fTotal of lines 3a through e........ 114,138
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,491,930
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,791,183
    e Remaining amount distributed out of corpus 700,747
    5 Excess distributions carryover applied to 2018. 0 0
    (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 5 814,885
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		814,885
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 114,138
    d Excess from 2017....  
    e Excess from 2018.... 700,747
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 e-mail address of the person to whom applications should be addressed:
    STEVEN A SILVERSTEIN
    701 S PARKER STREET 5500
    ORANGE,CA92868
    (714) 547-2462
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND INCLUDE A DETAILED DESCRIPTION OF THE CHARITABLE ORGANIZATION, CHARITABLE PURPOSES, AND A DESCRIPTION OF WHAT THE FUNDS WILL BE USED FOR. ADDITIONAL MATERIALS SHOULD BE SENT TO HELP DEMONSTRATE THE NEEDS OF THE FUNDS AND INTENDED BENEFIT SHOULD THE FUNDS BE DISTRIBUTED FOR THE CHARITABLE PURPOSE.
    cAny submission deadlines:
    NONE, ROLLING REVIEW OF APPLICATIONS SUBMITTED.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THERE ARE NO SPECIFIC RESTRICTIONS ON THE FOUNDATION. HOWEVER, THE STANLEY W. EKSTROM FOUNDATION WAS CREATED TO PROVIDE GRANTS TO WORTHWHILE CAUSES. ITS GOAL IS TO PROMOTE COMMUNITY EFFORTS IN THE HEALTH, JUSTICE, ANIMAL CARE AND EDUCATIONAL AREAS WITH A PARTICULAR EMPHASIS ON PROGRAMS THAT SUPPORT THE DEVELOPMENT AND CARE OF CHILDREN AND YOUNG ADULTS AS WELL AS CURRENT AND FORMER MEMBERS OF THE MILITARY AND VETERAN GROUPS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    1ST BATTALION 1ST MARINES FOUNDATION
    PO BOX 1216
    NEWPORT BEACH,CA92659     		NONE NON-PROFIT TO SUPPORT THE FAMILIES & MARINES OF THE 1ST BATTALION 1ST MARINES. 37,000
    JEREMY FAIN
    15600 MULHOLLAND DR
    LOS ANGELES,CA90077     		NONE INDIVIDUAL SCHOLARSHIP 7,868
    AMERICAN JEWISH UNIVERSITY
    15600 MULHOLLAND DR
    LOS ANGELES,CA90077     		NONE NON-PROFIT SCHOLARSHIP 47,834
    KRISTEN ATCHESON
    535 BLUE WATER LANE
    FULLERTON,CA92831     		NONE INDIVIDUAL SCHOLARSHIP 5,000
    CHILDREN'S HOSPITAL OF LOS ANGELES
    4650 SUNSET BLVD
    LOS ANGELES,CA90027     		NONE NON-PROFIT PROMOTION & ADVANCEMENT OF CHILDREN'S HEALTH 85,000
    CITRUS VALLEY HEALTH FOUNDATION
    PO BOX 6108
    COVINA,CA91722     		NONE NON-PROFIT FUNDRAISE FOR PRENATAL CARE UNIT 10,000
    SOUTH EL MONTE HIGH SCHOOL
    1001 N DURFEE AVE
    SOUTH EL MONTE,CA91733     		NONE EDUCATION INSTITUTIO CHOIR 14,000
    BOYS HOPE GIRLS HOPE
    17701 COWAN AVE 150
    IRVINE,CA92614     		NONE NON-PROFIT TO HELP CHILDREN IN POVERTY MEET THEIR FULL POTENTIAL THROUGH HOUSING & EDUCATIONSCHOLARSHIP FOR WOMEN 52,070
    EL MONTE WOMEN'S CLUB
    3130 TYLER AVE
    EL MONTE,CA91731     		NONE NON-PROFIT COMMUNITY SERVICE 14,000
    HERITAGE POINTE
    28356 BELLOGENTE
    MISSION VIEJO,CA92691     		NONE NON-PROFIT CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE & OTHER SENIOR SERVICES. 7,500
    HOAG HOSPITAL FOUNDATION
    330 PLACENTIA AVENUE 100
    NEWPORT BEACH,CA92663     		NONE NON-PROFIT INNOVATION FUND FOR INFECTION PREVENTION 10,000
    INSTITUTE OF ARTS MUSIC & SCIENCE
    16415 CLARK AVE
    BELLFLOWER,CA90706     		NONE NON-PROFIT PROMOTING THE ARTS & SCIENCES 20,000
    JERRY ORTIZ BOXING GYM
    11333 VALLEY BLVD
    EL MONTE,CA91731     		NONE NON-PROFIT ENRICH THE QUALITY OF LIFE FOR AT RISK YOUTH BY PROMOTING PHYSICAL ACTIVITY & GOOD SPORTSMANSHIP 5,000
    LINCOLN TRAINING CENTER & REHABILITATION WORKSHOP
    2643 LOMA AVE
    S EL MONTE,CA91733     		NONE NON-PROFIT TO FOSTER INDEPENDENCE & IMPROVED QUALITY OF LIFE FOR INDIVIDUALS WITH DISADVANTAGES OR DEVELOPMENTAL DISABILITIES 15,000
    SOUTH EL MONTE SOROPTIMIST
    PO BOX 4105
    EL MONTE,CA91734     		NONE NON-PROFIT SUPPORT FOR LOCAL SCHOOL SCHOLARSHIP PROGRAM 5,000
    ANNA MALDONADO
    502 N MAIN ST BOX 1540
    MEADVILLE,PA16335     		NONE INDIVIDUAL SCHOLARSHIP TO ALLEGHENY COLLEGE 550
    FUNDACION ECOLOGICA BIOMAR
    CALLE PINTORES 835
    ZAPOPAN,JALISCO45030
    MX     		NONE NON-PROFIT SUPPORT FOR TURTLE RESCUE IN MEXICAN PLAYAS 50,000
    MENTORING & PARTNERSHIP FOR YOUTH DEVELOPMENT
    150S LOS ROBLES AVE 650
    PASADENA,CA91101     		NONE NON-PROFIT YOUTH CAMP DONATION 25,007
    THE NOVEMBER 10TH ASSOCIATION
    PO BOX 804
    CORONA DEL MAR,CA92625     		NONE INFORMAL ORGANIZATIO MARINE CORPS BIRTHDAY CELEBRATION 2,500
    PET ADOPTION CENTER OF ORANGE COUNTY
    PO BOX 80400
    RANCHO SANTA MARGARITA,CA92688     		NONE NON-PROFIT START-UP FUNDING & TENANT IMPROVEMENTS FOR A PET ADOPTION CENTER 150,000
    HEALING WITH HOPE AND HAPPINEESS
    PO BOX 544
    JENISON,MI49429     		NONE NON-PROFIT TO HELP HEALING THOSE UNDERGOING MEDICAL TREATMENTS. 10,000
    WILDLIFE - WAYSTATION
    14831 LITTLE TUJUNGA CANYON RD
    ANGELES NATIONAL FORES,CA91342     		NONE NON-PROFIT X-RAY MACHINE, SOFTWARE & POWER GENERATOR & ULTRA-SOUND MACHINE 90,000
    JEWISH FEDERATION & FAMILY SERVICES
    1 FEDERATION WAY 210
    IRVINE,CA92603     		NONE NON-PROFIT CARES FOR PEOPLE IN NEED & STRENGTHENS JEWISH COMMUNITY IN ORANGE COUNTY & ISRAEL 50,000
    KITTEN RESCUE
    3519 CASITAS AVE
    LOS ANGELES,CA90039     		NONE NON-PROFIT TO FIND LOVING HOMES FOR UNWANTED HOMELESS CATS & KITTENS 10,000
    LOS ANGELES COUNTY POLICE CANINE ASSOCIATION
    PO BOX 221928
    NEWHALL,CA91322     		NONE NON-PROFIT SUPPORT & PROMOTE WELFARE & SAFETY OF CANINE TEAMS IN LAW ENFORCEMENT IN L.A. COUNTY 3,500
    MONICA NARANJO
    2504 DANA ST
    BERKELEY,CA94704     		NONE INDIVIDUAL SCHOLARSHIP FOR CAL STATE BERKELEY 8,000
    ONEOC
    1901 E FOURTH STREET 100
    SANTA ANA,CA92705     		NONE NON-PROFIT ACCELERATING NONPROFIT SUCCESS 85,000
    READING IN MOTION
    65 E WACKER PLACE STE 305
    CHICAGO,IL60601     		NONE NON-PROFIT TO GET EVERY STUDENT READING AT OR ABOVE GRADE LEVEL WITHIN THE FIRST YEARS OF SCHOOL. 52,000
    SOARING SPIRITS INTERNATIONAL
    2828 COCHRAN ST 194
    SIMI VALLEY,CA93065     		NONE NON-PROFIT CREATE INNOVATIVE PEER-BASED GRIEF SUPPORT PROGRAMS THAT SERVE A WORLDWIDE POPULATION 37,000
    ST JOSEPH HOSPITAL FOUNDATION
    1100 W STEWART DR
    ORANGE,CA92868     		NONE NON-PROFIT FOR THE HEART AND VASCULAR CENTER 250,000
    THE FREEDOM COMMITTEE OF OC
    3465 SANTA CLARA CIR
    COSTA MESA,CA92626     		NONE NON-PROFIT PROVIDE LIVING HISTORY EDUCATION TO STUDENTS BASED ON REAL LIFE EXPERIENCES FROM MILITARY VETERANS 50,000
    VILLA CHARDONNAY HORSES WITH WINGS
    PO BOX 890130
    TEMECULA,CA92589     		NONE NON-PROFIT RESCUE ABUSED, ABANDONED & SPECIAL NEEDS SLAUGHTER BOUND ANIMALS. 7,500
    ALS FOUNDATION GOLDEN WEST CHAPTER
    PO BOX 565
    AGORA HILLS,CA91376     		NONE NON-PROFIT SO CAL RIDE TO DEFEAT ALS SPONSORSHIP 5,000
    GIRL SCOUTS OF ORANGE COUNTY
    9500 TOLEDO WAY 100
    IRVINE,CA92618     		NONE NON-PROFIT VARIOUS SCOUT EVENTS 7,945
    CAMP PENDLETON
    BOX 555028 BLDG 16144 A ST
    CAMP PENDLETON,CA92055     		NONE NON-PROFIT WELCOME HOME BASKETS FOR CAMP PENDLETON VETS 2,326
    EXCHANGE CLUB OF TUSTIN
    13844 COMANCHE
    TUSTIN,CA92782     		NONE NON-PROFIT VOLUNTEERS SEEKING TO IMPROVE THE COMMUNITY THROUGH SERVICE 626
    BACA
    PO BOX 1431
    BREA,CA92822     		NONE NON-PROFIT CREATE A SAFER ENVIRONMENT FOR ABUSED CHILDREN. 10,000
    BLUE LINE BEARS INC
    1031 SE 5TH TERRACE
    CAPE CORAL,FL33990     		NONE NON-PROFIT TO HELP CHILDREN OF FALLEN LAW ENFORCEMENT OFFICERS TO COPE WITH THE LOSS OF A PARENT. 15,000
    CHAPMAN UNIVERSITY
    ONE UNIVERSITY DRIVE
    ORANGE,CA92866     		NONE NON-PROFIT PROVIDE EDUCATION 40,000
    CITY OF HOPE
    1500 E DUARTE ROAD
    DUARTE,CA91010     		NONE NON-PROFIT PROVIDING CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER. 25,000
    DANA POINT 5TH MARINE REGIMENT SUPPORT GROUP
    PO BOX 471
    DANA POINT,CA92629     		NONE NON-PROFIT PROVIDE SUPPORT & ASSISTANCE TO FAMILIES OF MILITARY SERVICE MEMBERS AND THE MEMBERS THEMSELVES. 73,750
    EL MONTE-ROSEMEAD ADULT SCHOOL
    10807 RAMONA BLVD
    EL MONTE,CA91731     		NONE NON-PROFIT SCHOLARSHIPS FOR ADULT EDUCATION STUDENTS 15,000
    EXCHANGE CLUB OF NEWPORT HARBOR
    PO BOX 1022
    NEWPORT BEACH,CA92659     		NONE NON-PROFIT PROVIDE DIRECT CONTRIBUTIONS TO THE CHILD ABUSE PREVENTION CENTER OF O.C & SCHOLARSHIPS TO CHILDREN IN NEED. 7,500
    PACIFIC YOUTH BOATING ASSOCIATION
    2005 PALO VERDE AVE 123
    LONG BEACH,CA90815     		NONE NON-PROFIT DONATION OF 2002 55' FLEMING YACHT. BOOK VALUE OF $690,375. FAIR MARKET VALUE OF $789,000 PER APPRAISAL. GIFTED ON 7/10/18. 789,000
    HARBOR VIEW SCHOOL
    900 GOLDENROD AVE
    CORONA DEL MAR,CA92625     		NONE NON-PROFIT ELEMENTARY SCHOOL FUNDRAISER 1,408
    KNIGHTS OF COLUMBUS #5385
    348 S BEDFORD ROAD
    ORANGE,CA92868     		NONE NON-PROFIT CATHOLIC FRANTERNAL ORGANIZATION PROMOTING & CONDUCTING EDUCATIONAL, CHARITABLE & RELIGIOUS WORKS 5,000
    MAKE A WISH FOUNDATION
    1702 E HIGHLAND AVENUE SUITE 400
    PHOENIX,AZ85016     		NONE NON-PROFIT TO CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 50,000
    MARYVALE
    7600 E GRAVES AVE
    ROSEMEAD,CA91770     		NONE NON-PROFIT TO PROVIDE RESIDENTIAL, EDUCATIONAL, MENTAL HEALTH & COMMUNITY BASED SERVICES. 6,500
    MCKINLEY CHILDRENS CENTER INC
    762 CYPRESS ST
    SAN DIMAS,CA91773     		NONE NON-PROFIT PROVIDE EDUCATION, COUNSELING & SOCIAL SERVICES. 1,000
    NEMESIS ELITE
    12434 BELLFLOWER BLVD
    DOWNEY,CA90242     		NONE NON-PROFIT COLLEGE PREPATORY FASTPITCH ACADEMY 2,500
    PAMELA RODRIGUEZ
    520 N MAIN STREET BOX 1817
    MEADVILLE,PA16335     		NONE INDIVIDUAL SCHOLARSHIP TO ALLEGHENY COLLEGE 5,000
    STRENGTH IN SUPPORT
    23461 SOUTH POINTE DRIVE SUITE 310
    LAGUNA HILLS,CA92653     		NONE NON-PROFIT TO PROVIDE MENTAL HEALTH SERVICES TO MILITARY PERSONNEL, VETERANS AND THEIR FAMILIES. 40,000
    THOMAS KINTONIS DDS
    2461 PROFESSIONAL CT
    LAS VEGAS,NV89128     		NONE INDIVIDUAL TO PROVIDE DENTAL WORK FOR UNDERPRIVELEGED CHILD. 693
    TRUMAN ORTHODONTICS
    10000 W SAHARA AVE STE 110
    LAS VEGAS,NV89117     		NONE INDIVIDUAL ORTHODONTIC WORK FOR JADEN BRIZZOLARA 5,662
    WILSON HIGH SCHOOL
    4400 E TENTH ST
    LONG BEACH,CA90804     		NONE NON-PROFIT 2018 GRAD NIGHT 1,500
    WLL ENTERPRISES INC
    PO BOX 5273
    CARSON,CA90749     		NONE NON-PROFIT TO ELIMINATE CHILDHOOD OBESITY THROUGH EDUCATION, NUTRITION AND PHYSICAL FITNESS. 2,500
    MEALS IN A BOX
    2868 STROMBOLI ROAD
    COSTA MESA,CA92626     		NONE NON-PROFIT FOOD FOR VETERANS AT COASTLINE COMMUNITY COLLEGE 5,000
    STARLIGHT CHILDREN'S FOUNDATION
    400 CORPORATE POINTE SUITE 590
    CULVER CITY,CA90230     		NONE NON-PROFIT EVEREST BASE CAMP CHALLEGE - FUNDRAISING EVENT. 3,976
    SEA SCOUTS
    2005 PALO VERDE AVE 123
    LONG BEACH,CA90804     		NONE NON-PROFIT TO PURCHASE A TRAILER FOR THE BOAT DONATED BY THE FOUNDATION. 6,465
    MARINE & WILDLIFE
    PO BOX 4250
    SANTA BARBARA,CA93140     		NONE NON-PROFIT TO HELP & SUPPORT MARINE WILDLIFE 5,000
    MOB MUSEUM
    300 STEWART AVENUE
    LAS VEGAS,NV89101     		NONE NON-PROFIT EDUCATIONAL PROGRAM FOR LOCAL HIGH SCHOOL STUDENTS. TO ADVANCE THE PUBLIC UNDERSTANDING OF ORGANIZED CRIME'S HISTORY AND IMPACT ON AMERICAN SOCIETY. 27,500
    TAVERA FAMILY
    11221 LINARD STREET
    SOUTH EL MONTE,CA91733     		NONE INDIVIDUAL PREPARE & DISTRIBUTE THANKSGIVING BASKETS TO VETERANS 5,000
    CAMP PENDLETON MARINES
    PACIFIC COAST HIGHWAY
    CAMP PENDLETON,CA92055     		NONE GOVERNMENT ORGANIZAT SPONSORED GOLD TOURNAMENT TO RAISE MONEY FOR CAMP PENDLETON MARINES. 6,000
    ST JOSEPH HOSPITAL FOUNDATION
    1100 W STEWART DR
    ORANGE,CA92868     		NONE NON-PROFIT FOR THE HEART AND VASCULAR CENTER 50,000
    Total .................................bullet 3a 2,438,180
    bApproved for future payment
    ST JOSEPH HOSPITAL FOUNDATION
    1100 W STEWART DR
    ORANGE,CA92868     		NONE NON-PROFIT FOR THE HEART AND VASCULAR CENTER 250,000
    ST JOSEPH HOSPITAL FOUNDATION
    1100 W STEWART DR
    ORANGE,CA92868     		NONE NON-PROFIT FOR THE HEART AND VASCULAR CENTER -50,000
    HOAG HOSPITAL FOUNDATION
    330 PLACENTIA AVENUE 100
    NEWPORT BEACH,CA92663     		NONE NON-PROFIT INNOVATION FUND FOR INFECTION PREVENTION -50,000
    Total .................................bullet 3b 150,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 11,165  
    4 Dividends and interest from securities....     14 733,843  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 59,363  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 921,606  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -162,119  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,563,858 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,563,858
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    STANLEY W EKSTROM FOUNDATION INC
    C/O SILVERSTEIN & HUSTON
    Employer identification number

    20-3198081
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    STANLEY W EKSTROM FOUNDATION INC
    C/O SILVERSTEIN & HUSTON         		Employer identification number
    20-3198081
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    STANLEY W EKSTROM ADMINISTRATIVE TRUST
     
    1329 POTRERO AVENUE
     
    SOUTH EL MONTE, CA91733

    		$ 161,102


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    STANLEY W EKSTROM FOUNDATION INC
    C/O SILVERSTEIN & HUSTON         		Employer identification number

    20-3198081
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    STANLEY W EKSTROM FOUNDATION INC
    C/O SILVERSTEIN & HUSTON         		Employer identification number

    20-3198081
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 66,165 0   33,082

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

    TY 2018 DepreciationSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    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
    BUILDING 2016-08-01 677,680 41,268 SL 39.000000000000 17,376 17,376    
    OFFICE EQUIPMENT 2016-01-01 6,438 4,292 SL 3.000000000000 2,146 0    
    55' PILOTHOUSE MOTOR YACHT 2016-09-30 789,000 98,625 SL 10.000000000000 0 0    

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    132 SOUTH BAYFRONT, NEWPORT BEACH, CA   PURCHASED     7,100,000     385,930 -285,930  

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB - EQUITIES 14,811,855 14,811,855
    VANGUARD - EQUITIES 806,852 806,852
    KEMO SABE LEASING, LLC 318,459 318,459
    TD AMERITRADE EQUITIES 3,693,277 3,693,277

    TY 2018 InvestmentsLandSchedule2
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 677,680 58,644 619,036  

    TY 2018 InvestmentsOtherSchedule2
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHARLES SCHWAB - MUTUAL FUNDS/PTPS FMV 748,725 748,725
    VANGUARD - MUTUAL FUNDS/ETF'S FMV 4,688,388 4,688,388
    GOLD COINS FMV 138,825 138,825
    TD AMERITRADE MUTUAL FUNDS FMV 522,331 522,331

    TY 2018 LandEtcSchedule2
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 6,438 6,438 0  


    TY 2018 LegalFeesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 3,409 0   0


    TY 2018 OtherAssetsSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT IN PARTNERSHIPS 6,441,681 6,080,572 6,080,572
    132 S. BAY FRONT, NEWPORT BEACH, CA 7,000,000 0 0


    TY 2018 OtherDecreasesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Description Amount
    UNREALIZED DEPRECIATION OF ASSETS 2,022,424


    TY 2018 OtherExpensesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 7,132 0   7,132
    OFFICE EXPENSE 13,343 0   0
    REPAIRS & MAINTENANCE 45,386 0   10,625
    WEB SITE DESIGN 2,911 0   2,911
    UTILITY FEE 599 599   0


    TY 2018 OtherIncomeSchedule2
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TD AMERITRADE 10,000 10,000 10,000
    BROTHERS REALTY, LLC 262,483 262,483 262,483
    CIF-NC, LLC 6,555 6,555 6,555
    EKSTROM PROPERTIES, LTD 268,167 268,167 268,167
    EKSTROM CARDINAL TRUST INTEREST 55,658 55,658 55,658
    SASSY PANTS II INTEREST 5,400 5,400 5,400
    CIF NOTE RECEIVABLE INTEREST 145,281 145,281 145,281
    KEMO SABE LEASING, LLC NOTE REC. INTEREST 3,427 3,427 3,427
    NUSTAR ENERGY, LP 20,586 0 20,586
    BUCKEYE PARTNERS, LP 19,519 0 19,519
    STANLEY EKSTROM ADMINISTRATIVE ESTATE   2,986  
    STANLEY EKSTROM ADMINISTRATIVE ESTATE   7,086  
    ENERGY TRANSFER PARTNERS, LP 25,425 0 25,425
    KEMO SABE LEASING, LLC (EQUITY METHOD) 88,924 0 88,924
    ENERGY TRANSFER LP 5,856 0 5,856
    ENTERPRISE PRODUCTS PARTNERS LP 4,325 0 4,325


    TY 2018 OtherIncreasesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Description Amount
    FMV DIFFERENCE IN ASSET DONATION 98,625


    TY 2018 OtherLiabilitiesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 0 16,874


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 547 547   0


    TY 2018 TaxesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 13,906 13,906   0
    FEDERAL TAXES (990-PF) 43,497 0   0
    OTHER TAXES & FEES 1,810 0   0
    PROPERTY TAXES 16,971 0   0