-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
CA
92868
A Employer identification number
20-3198081
B
Telephone number (see instructions)
(714) 547-2462
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
50,877,315
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
3,735,409
2
Check
.............
3
Interest on savings and temporary cash investments
28,443
23,759
4
Dividends and interest from securities
...
929,011
873,298
5a
Gross rents
............
80,216
80,216
b
Net rental income or (loss)
62,840
6a
Net gain or (loss) from sale of assets not on line 10
493,951
b
Gross sales price for all assets on line 6a
1,728,969
7
Capital gain net income (from Part IV, line 2)
...
483,923
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)
.......
3,257,889
2,990,082
12
Total.
Add lines 1 through 11
........
8,524,919
4,451,278
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)
.........
34,395
0
0
b
Accounting fees (attach schedule)
.......
89,509
0
44,754
c
Other professional fees (attach schedule)
....
922
922
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
58,342
13,457
0
19
Depreciation (attach schedule) and depletion
...
17,376
17,376
20
Occupancy
..............
11,243
0
0
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
22,122
0
8,257
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
233,909
31,755
53,011
25
Contributions, gifts, grants paid
.......
1,906,650
2,406,650
26
Total expenses and disbursements.
Add lines 24 and 25
2,140,559
31,755
2,459,661
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
6,384,360
b
Net investment income
(if negative, enter -0-)
4,419,523
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
644,056
1,667,472
1,667,472
2
Savings and temporary cash investments
.........
4,411,495
2,828,997
2,828,997
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
2,368,808
Less: allowance for doubtful accounts
0
3,009,175
2,368,808
2,368,808
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)
.......
19,630,443
28,626,425
28,626,425
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
860,000
Less: accumulated depreciation (attach schedule)
65,161
812,215
794,839
794,839
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
6,098,269
8,505,061
8,505,061
14
Land, buildings, and equipment: basis
6,438
Less: accumulated depreciation (attach schedule)
6,438
15
Other assets (describe
)
6,080,572
6,085,713
6,085,713
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
40,686,225
50,877,315
50,877,315
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
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
)
16,874
39,799
23
Total liabilities
(add lines 17 through 22)
.........
516,874
39,799
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
40,169,351
50,837,516
29
Total net assets or fund balances
(see instructions)
.....
40,169,351
50,837,516
30
Total liabilities and net assets/fund balances
(see instructions)
.
40,686,225
50,877,315
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
40,169,351
2
Enter amount from Part I, line 27a
.....................
2
6,384,360
3
Other increases not included in line 2 (itemize)
3
4,283,805
4
Add lines 1, 2, and 3
..........................
4
50,837,516
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
50,837,516
Form
990-PF
(2019)
Form 990-PF (2019)
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
VECTREN CORP (2507 SH)
P
2019-02-05
b
BUCKEYE PARTNERS (10,000 SH)
P
2019-02-05
2019-11-01
c
BUCKEYE PARTNERS (2305.93)
P
2019-01-01
d
VECTREN CORP (10578.53 SH)
P
2015-08-20
2019-02-05
e
WABTEC CROP (0.710 SH)
P
2019-02-26
2019-02-28
BUCKEYE PARTNERS (4500 SH)
P
2019-11-01
KINDER MORGAN INC (RETURN OF CAPITAL)
P
VIPER ENERGY PARTNERS LP (RETURN OF CAPITAL)
P
BLACKROCK PFD & EY ADV (RETURN OF CAPITAL)
P
KINDER MORGAN INC (RETURN OF CAPITAL)
P
CAPITAL GAINS DIVIDENDS
P
(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
180,536
105,964
74,572
b
415,000
308,105
106,895
c
95,699
159,963
-64,264
d
761,656
448,901
312,755
e
52
55
-3
186,750
212,030
-25,280
4,750
4,750
0
4,600
4,600
0
310
310
0
368
368
0
79,248
79,248
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
74,572
b
106,895
c
-64,264
d
312,755
e
-3
-25,280
0
0
0
0
79,248
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
483,923
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
...................
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?
Yes
No
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))
2018
2,491,930
36,524,551
0.068226
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
2
Total
of line 1, column (d)
.....................
2
1.730363
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
0.346073
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
44,408,868
5
Multiply line 4 by line 3
......................
5
15,368,710
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
44,195
7
Add lines 5 and 6
........................
7
15,412,905
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,459,661
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
88,390
here
and 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
88,390
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
88,390
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
35,200
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
35,200
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
53,190
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
CA
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
WWW.SWEFOUNDATION.ORG
14
The books are in care of
MARYANNE OTHMER
Telephone no.
(714) 547-2511
Located at
701 S PARKER ST STE 5500
ORANGE
CA
ZIP+4
92868
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
,
CA
92868
LAWRENCE C FELIX
SECRETARY/TREASURER
5.00
0
0
0
1329 POTRERO AVENUE
SOUTH EL MONTE
,
CA
91733
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
29,130,493
b
Average of monthly cash balances
.......................
1b
6,249,829
c
Fair market value of all other assets (see instructions)
................
1c
9,704,823
d
Total
(add lines 1a, b, and c)
.........................
1d
45,085,145
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
45,085,145
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
676,277
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
44,408,868
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,220,443
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,220,443
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
88,390
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
88,390
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,132,053
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,132,053
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
2,132,053
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
2,459,661
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
2,459,661
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
2,459,661
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,132,053
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
114,138
d
From 2017
......
e
From 2018
......
700,747
f
Total
of lines 3a through e
........
814,885
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,459,661
a
Applied to 2018, 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 2019 distributable amount
.....
2,132,053
e
Remaining amount distributed out of corpus
327,608
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,142,493
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,142,493
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
114,138
c
Excess from 2017
....
d
Excess from 2018
....
700,747
e
Excess from 2019
....
327,608
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
CA
92868
(714) 547-2462
b
The 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.
c
Any submission deadlines:
NONE, ROLLING REVIEW OF APPLICATIONS SUBMITTED.
d
Any 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
1ST BATTALION 1ST MARINES FOUNDATION
PO BOX 1216
NEWPORT BEACH
,
CA
92659
NONE
NON-PROFIT
TO SUPPORT THE FAMILIES & MARINES OF THE 1ST BATTALION 1ST MARINES.
31,100
ALS FOUNDATION GOLDEN WEST CHAPTER
PO BOX 565
AGORA HILLS
,
CA
91376
NONE
NON-PROFIT
SO CAL RIDE TO DEFEAT ALS SPONSORSHIP
5,000
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DR
LOS ANGELES
,
CA
90077
NONE
NON-PROFIT
SCHOLARSHIP
47,567
ARMED SERVICES YMCA CAMP PENDLETON
200090 ASH ROAD
CAMP PENDLETON
,
CA
92058
NONE
NON-PROFIT
PROVIDE ACTIVITIES & SERVICES TO OUR MILITARY AND THEIR FAMILIES.
60,000
BACA
PO BOX 1431
BREA
,
CA
92822
NONE
NON-PROFIT
CREATE A SAFER ENVIRONMENT FOR ABUSED CHILDREN.
10,000
BLUE LINE BEARS INC
1031 SE 5TH TERRACE
CAPE CORAL
,
FL
33990
NONE
NON-PROFIT
TO HELP CHILDREN OF FALLEN LAW ENFORCEMENT OFFICERS TO COPE WITH THE LOSS OF A PARENT.
15,000
BOYS HOPE GIRLS HOPE
17701 COWAN AVE 150
IRVINE
,
CA
92614
NONE
NON-PROFIT
TO HELP CHILDREN IN POVERTY MEET THEIR FULL POTENTIAL THROUGH HOUSING & EDUCATIONSCHOLARSHIP FOR WOMEN
32,500
CAMP PENDLETON YMCA
BOX 555028 BLDG 16144 A ST
CAMP PENDLETON
,
CA
92055
NONE
NON-PROFIT
FUNDRAISER BY TROPP 1536
3,314
CAMP PENDLETON MARINES
PACIFIC COAST HIGHWAY
CAMP PENDLETON
,
CA
92055
NONE
GOVERNMENT ORGANIZAT
SPONSORED GOLD TOURNAMENT TO RAISE MONEY FOR CAMP PENDLETON MARINES.
7,000
CHAPMAN UNIVERSITY
ONE UNIVERSITY DRIVE
ORANGE
,
CA
92866
NONE
NON-PROFIT
PROVIDE EDUCATION
1,000
CHILDREN'S HOSPITAL OF LOS ANGELES
4650 SUNSET BLVD
LOS ANGELES
,
CA
90027
NONE
NON-PROFIT
PROMOTION & ADVANCEMENT OF CHILDREN'S HEALTH
100,000
CITRUS VALLEY HEALTH FOUNDATION
PO BOX 6108
COVINA
,
CA
91722
NONE
NON-PROFIT
FUNDRAISE FOR PRENATAL CARE UNIT
20,000
CITY OF HOPE
1500 E DUARTE ROAD
DUARTE
,
CA
91010
NONE
NON-PROFIT
PROVIDING CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER.
30,000
DANA POINT 5TH MARINE REGIMENT SUPPORT GROUP
PO BOX 471
DANA POINT
,
CA
92629
NONE
NON-PROFIT
PROVIDE SUPPORT & ASSISTANCE TO FAMILIES OF MILITARY SERVICE MEMBERS AND THE MEMBERS THEMSELVES.
33,260
EL MONTE WOMEN'S CLUB
3130 TYLER AVE
EL MONTE
,
CA
91731
NONE
NON-PROFIT
COMMUNITY SERVICE
14,000
EL MONTE-ROSEMEAD ADULT SCHOOL
10807 RAMONA BLVD
EL MONTE
,
CA
91731
NONE
NON-PROFIT
SCHOLARSHIPS FOR ADULT EDUCATION STUDENTS
15,000
EXCHANGE CLUB OF NEWPORT HARBOR
PO BOX 1022
NEWPORT BEACH
,
CA
92659
NONE
NON-PROFIT
PROVIDE DIRECT CONTRIBUTIONS TO THE CHILD ABUSE PREVENTION CENTER OF O.C & SCHOLARSHIPS TO CHILDREN IN NEED.
10,000
ATHLETES FOR LIFE FOUNDATION
5662 CALLE REAL 170
GOLETA
,
CA
93117
NONE
NON-PROFIT
NURTURE MENTAL & PHYSICAL SKILLS WHILE PROVIDING A STRONG MESSAGE ON LIVING AN ALCOHOL & DRUG-FREE LIFESTYLE.
10,000
FUNDACION ECOLOGICA BIOMAR
CALLE PINTORES 835
ZAPOPAN
,
JALISCO
45030
MX
NONE
NON-PROFIT
SUPPORT FOR TURTLE RESCUE IN MEXICAN PLAYAS
50,000
GIRL SCOUTS OF ORANGE COUNTY
9500 TOLEDO WAY 100
IRVINE
,
CA
92618
NONE
NON-PROFIT
VARIOUS SCOUT EVENTS
12,409
CAL POLY WCTC EXPANSION PROJECT
CALIFORNIA POLYTECHNIC STATE
UNIVERSITY
SAN LUIS OBISPO
,
CA
93407
NONE
NON-PROFIT
WESTERN COATINGS TECHNOLOGY CENTER EXPANSION
250,000
HEALING WITH HOPE AND HAPPINEESS
PO BOX 544
JENISON
,
MI
49429
NONE
NON-PROFIT
TO HELP HEALING THOSE UNDERGOING MEDICAL TREATMENTS.
10,000
HERITAGE POINTE
28356 BELLOGENTE
MISSION VIEJO
,
CA
92691
NONE
NON-PROFIT
CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE & OTHER SENIOR SERVICES.
14,815
HOAG HOSPITAL FOUNDATION
330 PLACENTIA AVENUE 100
NEWPORT BEACH
,
CA
92663
NONE
NON-PROFIT
INNOVATION FUND FOR INFECTION PREVENTION
75,000
INSTITUTE OF ARTS MUSIC & SCIENCE
16415 CLARK AVE
BELLFLOWER
,
CA
90706
NONE
NON-PROFIT
PROMOTING THE ARTS & SCIENCES
20,000
JEREMY FAIN
15600 MULHOLLAND DR
LOS ANGELES
,
CA
90077
NONE
INDIVIDUAL
SCHOLARSHIP
10,234
CAMP WIDOW KIDS
2828 COCHRAN ST 194
SIMI VALLEY
,
CA
93065
NONE
NON-PROFIT
ASSIST YOUNG PEOPLE WHO HAVE EXPERIENCED THE DEATH OF A PARENT.
17,000
JEWISH FEDERATION & FAMILY SERVICES
1 FEDERATION WAY 210
IRVINE
,
CA
92603
NONE
NON-PROFIT
CARES FOR PEOPLE IN NEED & STRENGTHENS JEWISH COMMUNITY IN ORANGE COUNTY & ISRAEL
57,416
KITTEN RESCUE
3519 CASITAS AVE
LOS ANGELES
,
CA
90039
NONE
NON-PROFIT
TO FIND LOVING HOMES FOR UNWANTED HOMELESS CATS & KITTENS
45,000
KNIGHTS OF COLUMBUS #5385
348 S BEDFORD ROAD
ORANGE
,
CA
92868
NONE
NON-PROFIT
CATHOLIC FRANTERNAL ORGANIZATION PROMOTING & CONDUCTING EDUCATIONAL, CHARITABLE & RELIGIOUS WORKS
5,000
FREEDOM COMMITTEE OF ORANGE COUNTY
3465 SANTA CLARA CIRCLE
COSTA MESA
,
CA
92626
NONE
NON-PROFIT
PROVIDE LIVING HISTORY EDUCATION TO STUDENTS BASED ON REAL LIFE EXPERIENCES FROM MILITARY VETERENS.
350
LINCOLN TRAINING CENTER & REHABILITATION WORKSHOP
2643 LOMA AVE
S EL MONTE
,
CA
91733
NONE
NON-PROFIT
TO FOSTER INDEPENDENCE & IMPROVED QUALITY OF LIFE FOR INDIVIDUALS WITH DISADVANTAGES OR DEVELOPMENTAL DISABILITIES
30,000
LOS ANGELES COUNTY POLICE CANINE ASSOCIATION
PO BOX 221928
NEWHALL
,
CA
91322
NONE
NON-PROFIT
SUPPORT & PROMOTE WELFARE & SAFETY OF CANINE TEAMS IN LAW ENFORCEMENT IN L.A. COUNTY
3,500
MAKE A WISH FOUNDATION
1702 E HIGHLAND AVENUE SUITE 400
PHOENIX
,
AZ
85016
NONE
NON-PROFIT
TO CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.
50,000
BONANZA HIGH SCHOOL
6665 W DEL REY AVE
LOS VEGAS
,
NV
89146
NONE
EDUCATION INSTITUTIO
TO SUPPORTTHE TRACK & FIELD TEAM
5,000
CARE AT HOME LLC
1181 CALIFORNIA AVE STE 170
CORONA
,
CA
92881
NONE
NONE
TO PROVIDE AT HOME CARE AS ELDERLLY TRANSITION HOME FROM THE HOSPITAL.
4,468
CHABAD CENTER FOR JEWISH LIFE
2174 HEWLETT AVENUE SUITE 101
MERRICK
,
NY
11566
NONE
EDUCATION INSTITUTIO
DEVOTED TO STRENGTHENING THE JEWISH COMMUNITY THROUGH EDUCATION & SOCIAL SERVICES.
60,000
MEALS IN A BOX
2868 STROMBOLI ROAD
COSTA MESA
,
CA
92626
NONE
NON-PROFIT
FOOD FOR VETERANS AT COASTLINE COMMUNITY COLLEGE
1,000
MENTORING & PARTNERSHIP FOR YOUTH DEVELOPMENT
150S LOS ROBLES AVE 650
PASADENA
,
CA
91101
NONE
NON-PROFIT
YOUTH CAMP DONATION
25,007
MOB MUSEUM
300 STEWART AVENUE
LAS VEGAS
,
NV
89101
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.
25,000
CHANNEL ISLANDS MARINE & WILDLIFE INSTITUTE
PO BOX 4250
SANTA BARBARA
,
CA
93140
NONE
NON-PROFIT
TO POSITIVELY IMPACT CONSERVATION THROUGH MARINE MAMMAL RESCUE, REHABILITATION, RESEARCH & ENDUCATION.
10,000
DONKEYLAND RESCUE
5225 CANYON CREST DRIVE SUITE
71-295
RIVERSIDE
,
CA
92507
NONE
NON-PROFIT
TO RESCUE SICK OR INJURED DONKEYS & WILD BURROS.
5,000
ONEOC
1901 E FOURTH STREET 100
SANTA ANA
,
CA
92705
NONE
NON-PROFIT
ACCELERATING NONPROFIT SUCCESS
60,000
PACIFIC YOUTH BOATING ASSOCIATION
2005 PALO VERDE AVE 123
LONG BEACH
,
CA
90815
NONE
NON-PROFIT
SUPPORT YOUTH PROGRAMS IN SAILING & BOATING
25,000
ECO-AMBASSADORS (TUFTS UNIVERSITY)
163 PACKARD AVE
MEDFORD
,
MA
02155
NONE
EDUCATION INSTITUTIO
SERVES AS A RESOURCE, CATALYST & ADVOCATE FOR ENVIRONMENTAL SUSTAINABILITY AT TUFTS
6,000
PET ADOPTION CENTER OF ORANGE COUNTY
PO BOX 80400
RANCHO SANTA MARGARITA
,
CA
92688
NONE
NON-PROFIT
START-UP FUNDING & TENANT IMPROVEMENTS FOR A PET ADOPTION CENTER
150,000
EL MONTE HIGH SCHOOL
3048 TYLER AVE
EL MONTE
,
CA
91731
NONE
EDUCATION INSTITUTIO
TO BENEFIT THE CHOIR PROGRAM AND THIER TRIP TO WASHINGTON DC
14,000
GERRALD SUTTON
800 W OAKLAND AVENUE APT 142
HEMET
,
CA
92543
NONE
INDIVIDUAL
HELP FOR VETERAN WHO NEEDED HELP WITH TRANSPORTATION TO AND FROM MEDICAL APPOINTMENTS.
2,500
SOARING SPIRITS INTERNATIONAL
2828 COCHRAN ST 194
SIMI VALLEY
,
CA
93065
NONE
NON-PROFIT
CREATE INNOVATIVE PEER-BASED GRIEF SUPPORT PROGRAMS THAT SERVE A WORLDWIDE POPULATION
25,000
GREATER LOS ANGELES AREA BOY SCOUTS OF AMERICA
2333 SCOUT WAY AT ROSEMONT
LOS ANGELES
,
CA
90026
NONE
NON-PROFIT
TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES OVER THEIR LIFETIME BY INSTILLING THE VALUES OF THE SCOUT OATH & LAW
5,000
SOUTH EL MONTE SOROPTIMIST
PO BOX 4105
EL MONTE
,
CA
91734
NONE
NON-PROFIT
SUPPORT FOR LOCAL SCHOOL SCHOLARSHIP PROGRAM
5,000
ST JOSEPH HOSPITAL FOUNDATION
1100 W STEWART DR
ORANGE
,
CA
92868
NONE
NON-PROFIT
FOR THE HEART AND VASCULAR CENTER
280,000
HONOR FLIGHT SOUTHLAND
26 CLUB VIS
DOVE CANYON
,
CA
92679
NONE
NON-PROFIT
TO HONOR AMERICA'S VETERANS.
75,000
STRENGTH IN SUPPORT
23461 SOUTH POINTE DRIVE SUITE 310
LAGUNA HILLS
,
CA
92653
NONE
NON-PROFIT
TO PROVIDE MENTAL HEALTH SERVICES TO MILITARY PERSONNEL, VETERANS AND THEIR FAMILIES.
40,000
HARBOR VIEW SCHOOL PFO
900 GOLDENROD AVE
CORONA DEL MAR
,
CA
92625
NONE
NON-PROFIT
ELEMENTARY SCHOOL FUNDRAISER
2,285
JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BLVD
LOS ANGELES
,
CA
90048
NONE
NON-PROFIT
TO ASSURE THE CONTINUITY OF THE JEWISH PEOPLE, SUPPORT A SECURE STATE OF ISRAEL & CARE FOR JEWS IN NEED
10,000
LBA OF THE INLAND EMPIRE
7426 CHERRY AVENUE SUITE 210-433
FONTANA
,
CA
92336
NONE
NON-PROFIT
PERFORMING ARTS & MUSIC PROGRAM
10,000
LOCKWOOD ANIMAL RESCUE CENTER
PO BOX 1510
FRAZIER PARK
,
CA
93225
NONE
NON-PROFIT
RESCUES WOLVES, WOLFDOGS, HORSES & OTHER ANIMALS.
40,000
MCPHERSON EDUCATION FOUNDATION
333 S PROSPECT ST
ORANGE
,
CA
92869
NONE
NON-PROFIT
TO PURCHASE TV MONITORS FOR MCPHERSON MAGNET SCHOOL
10,400
VILLA CHARDONNAY HORSES WITH WINGS
PO BOX 890130
TEMECULA
,
CA
92589
NONE
NON-PROFIT
RESCUE ABUSED, ABANDONED & SPECIAL NEEDS SLAUGHTER BOUND ANIMALS.
39,987
WILDLIFE - WAYSTATION
14831 LITTLE TUJUNGA CANYON RD
ANGELES NATIONAL FORES
,
CA
91342
NONE
NON-PROFIT
X-RAY MACHINE, SOFTWARE & POWER GENERATOR & ULTRA-SOUND MACHINE
130,000
MICAHS WAY
1517 E TH ST
SANTA ANA
,
CA
92701
NONE
NON-PROFIT
TO SERVE THE HOMELESS IN ORANGE COUNTY
36,500
BOY SCOUTS MONROVIA TROUP 66
2333 SCOUT WAY AT ROSEMONT
LOS ANGELES
,
CA
90026
NONE
NON-PROFIT
TO ESTABLISH LOCAL TROOP 66 IN MONROVIA
3,500
ORANGE COUNTY SCHOOL OF THE ARTS
1010 N MAIN ST
SANTA ANA
,
CA
92701
NONE
EDUCATION INSTITUTIO
TO SUPPORT STUDENTS WHO HAVE DEMONSTRATED TALENTS & INTEREST IN THE ARTS
5,000
ORANGE HIGH MARINE CORPS JROTC ASSOCIATION
59 PETERS CANYON ROAD
IRVINE
,
CA
92606
NONE
NON-PROFIT
CAMP PENDLETON BASIC LEADERSHIP COURSE
8,000
PAMELA RODRIGUEZ
520 N MAIN STREET BOX 1817
MEADVILLE
,
PA
16335
NONE
INDIVIDUAL
SCHOLARSHIP TO ALLEGHENY COLLEGE
12,000
POMONA VALLEY COMMUNITY SERVICES
141 SPRING STREET
CLAREMONT
,
CA
91711
NONE
NON-PROFIT
TO SUPPORT & EDUCATE OLDER ADULTYS & THEIR FAMILIES TO MAINTAIN INDEPENDENCE & AGE WELL AT HOME.
10,000
RM PYLES BOYS CAMP
27211 HENRY MAY DR
VALENCIA
,
CA
91355
NONE
NON-PROFIT
PROMOTS LONGTERM POSITIVE BEHAVIORAL CHANGE FOR LOW-INCOME, DISADVANTAGED BOYS THROUGH WILDERNESS CAMPS
15,000
SAMMIE'S FRIENDS
128 HIGH ST
GRASS VALLEY
,
CA
95945
NONE
NON-PROFIT
TO PROVIDE MEDICAL CARE FOR THE ANIMALS AT THE NEVADA COUNTY ANIMAL SHELTER, MAKING THEM ADOPTABLE.
20,000
SANTA ANA COLLEGE FOUNDATION
1530 W 17TH ST
SANTA ANA
,
CA
92706
NONE
NON-PROFIT
TO MAINTAIN, EXPAND & ENHANCE THE EDUCATIONAL OPPORTUNITIES OF SANTA ANA COLLEGE BY LINKING COMMUNITY ORGANIZATIONS, BUSINESSES, ETC.
23,500
NEWPORT BEACH POLICE
2549 EASTBLUFF DRIVE 358
NEWPORT BEACH
,
CA
92660
NONE
NON-PROFIT
LUNCHEON FOR POLICE
988
GIVSUM FOUNDATION
928 W MERCED TRAIL ROAD
ORANGE
,
CA
92865
NONE
NON-PROFIT
TAILS THAT TEACH PROGRAM & PUTTS FOR MUTTS GOLF TOURNAMENT SPONSORSHIP
20,500
THE EPOCH TIMES
9550 FLAIR DR SUITE 411
EL MONTE
,
CA
91731
NONE
NON-PROFIT
TO HELP FUND NEW PRINTING PRESS FOR NON-PROFIT NEWSPAPER
20,000
VETERAN'S LEGAL INSTITUTE
2100 N BROADWAY STE 209
SANTA ANA
,
CA
92706
NONE
NON-PROFIT
PROVIDES PRO BONO LEGAL ASSISTANCE TO VETERANS, ACTIVE SERVICE MEMBERS & RESERVISTS IN ORANGE COUNTY
60,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS
,
TN
38105
NONE
NON-PROFIT
TO ADVANCE CURES FOR PEDIATRIC CATASTOPHIC DESEASES THROUGH RESEARCH & TREATMENT.
550
A-DEC INC PRESIDENTIAL SCHOLARSHIP
4238 SW RESEARCH WAY
CORVALLIS
,
OR
97333
NONE
NONE
TO PROVIDE A SCHOLARSHIP FOR DENTAL EDUCATION
10,000
Total
.................................
3a
2,406,650
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
28,443
4
Dividends and interest from securities
....
14
929,011
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
62,840
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
3,257,889
8
Gain or (loss) from sales of assets other than
inventory
............
18
493,951
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
4,772,134
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
4,772,134
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description