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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$61,245,602J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 117,098 10,214  
4 Dividends and interest from securities... 1,259,703 1,120,645  
5a Gross rents............ 84,252 84,252  
b Net rental income or (loss) 66,876
6a Net gain or (loss) from sale of assets not on line 10 395,904
b Gross sales price for all assets on line 6a 1,289,231
7 Capital gain net income (from Part IV, line 2)... 401,800
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 8,385,742 7,452,389  
12 Total. Add lines 1 through 11........ 10,242,699 9,069,300  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 79,314 0   0
15 Pension plans, employee benefits....... -19,787 0   0
16a Legal fees (attach schedule)......... Click to see attachment 140,650 0   0
b Accounting fees (attach schedule)....... Click to see attachment 50,162 0   25,081
c Other professional fees (attach schedule).... Click to see attachment 1,245 1,245   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 170,986 16,328   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 17,376 17,376  
20 Occupancy.............. 57,081 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 13,006 0   3,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 510,033 34,949   28,081
25 Contributions, gifts, grants paid....... 1,767,907 1,934,574
26 Total expenses and disbursements. Add lines 24 and 25 2,277,940 34,949   1,962,655
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,964,759
b Net investment income (if negative, enter -0-) 9,034,351
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 1,052,888 548,397 548,397
2 Savings and temporary cash investments......... 2,016,182 2,808,186 2,808,186
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) bullet2,262,055
Less: allowance for doubtful accounts bullet0 2,347,914 2,262,055 2,262,055
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 63,400    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 29,224,790 Click to see attachment33,075,292 33,075,292
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet860,000
Less: accumulated depreciation (attach schedule) bullet99,913 777,463 Click to see attachment760,087 760,087
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,077,349 Click to see attachment20,165,649 20,165,649
14 Land, buildings, and equipment: basis bullet6,438
Less: accumulated depreciation (attach schedule) bullet6,438      
15 Other assets (describe bullet) Click to see attachment4,928,061 Click to see attachment1,625,936 Click to see attachment1,625,936
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,488,047 61,245,602 61,245,602
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 666,666 499,999
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 attachment128,695
23 Total liabilities (add lines 17 through 22)......... 666,666 628,694
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 48,821,381 60,616,908
29 Total net assets or fund balances (see instructions)..... 48,821,381 60,616,908
30 Total liabilities and net assets/fund balances (see instructions). 49,488,047 61,245,602
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
48,821,381
2
Enter amount from Part I, line 27a .....................
2
7,964,759
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,830,768
4
Add lines 1, 2, and 3 ..........................
4
60,616,908
5
Decreases not included in line 2 (itemize) bullet
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
60,616,908
Form 990-PF (2021)
Form 990-PF (2021)
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 STOCK SALES   2015-08-20 2021-12-31
b CAPITAL GAINS DIVIDENDS P    
c
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 893,327   887,431 5,896
b 395,904     395,904
c
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       5,896
b       395,904
c
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 2 401,800
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 125,577
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- ..... 5 125,577
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 145,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 145,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 608
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 18,815
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet18,815 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    45,062,502
    b
    Average of monthly cash balances.......................
    1b
    3,755,107
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,804,746
    d
    Total (add lines 1a, b, and c).........................
    1d
    53,622,355
    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
    53,622,355
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    804,335
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    52,818,020
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,640,901
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    2,640,901
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    125,577
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    125,577
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,515,324
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,515,324
    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 XII, line 1 ...
    7
    2,515,324
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,515,324
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 30,195
    b From 2017......  
    c From 2018...... 700,747
    d From 2019...... 327,608
    e From 2020......  
    f Total of lines 3a through e ........ 1,058,550
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,962,655
    a Applied to 2020, 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 2021 distributable amount..... 1,962,655
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 552,669 552,669
    (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 5 505,881
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		505,881
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 178,273
    c Excess from 2019.... 327,608
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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. 10,000
    3RD ASSAULT AMPHIBIAN BATTALION
    25462 NELLIE GAIL RD
    LAGUNA HILLS,CA92653     		NONE NON-PROFIT TO PROVIDE SUPPORT, COMFORT & ENCOURAGEMENT TO THE MARINES & THEIR FAMILIES 25,000
    ACCELER8 EDUCATION PROGRAM
    7190 W SUNSET BLVD 32G
    LOS ANGELES,CA90046     		NONE NON-PROFIT PROVIDES SUBSTANTIVE ALTERNATIVES TO CRIME & SUBSTANCE ABUSE BY PROVIDING CURRICULUM ON AUTOMOTIVE FIELD. 50,000
    ALLEGHENY COLLEGE
    520 NORTH MAIN STREET
    MEADVILLE,PA16335     		NONE NON-PROFIT SCHOLARSHIP 7,000
    ALS FOUNDATION GOLDEN WEST CHAPTER
    PO BOX 565
    AGORA HILLS,CA91376     		NONE NON-PROFIT SO CAL RIDE TO DEFEAT ALS SPONSORSHIP 5,000
    AMERICAN LEGION
    215 15TH ST
    NEWPORT BEACH,CA92663     		NONE NON-PROFIT TO PROMOTE THE PRINCIPLES AND POLICIES OF THE NATIONAL AMERICAN LEGION 17,060
    ANABELLE MANDEL
    1301 RIDGEVIEW TERRACE
    FULLERTON,CA92631     		NONE INDIVIDUAL COLLEGE TUITION 2,500
    ARMED SERVICES YMCA CAMP PENDLETON
    200090 ASH ROAD
    CAMP PENDLETON,CA92058     		NONE NON-PROFIT PROVIDE ACTIVITIES & SERVICES TO OUR MILITARY AND THEIR FAMILIES. 60,000
    ASSISTANCE LEAGUE SADDLEBACK VALLEY
    26111 ANTONIO PKWY 500
    RANCHO SANTA MARGARITA,CA92688     		NONE NON-PROFIT PROVIDES SERVICES TO CHILDREN, FAMILIES AND THE ELDERLY IN THE SADDLEBACK VALLEY COMMUNITIES 10,000
    ASSISTING HANDS HOME CARE
    881 DOVER DR SUITE 300
    NEWPORT BEACH,CA92663     		NONE NONE TO OFFER PERSONALIZED NON-MEDICAL SUPPORT SERVICES IN THE HOME, ASSISTING THE ELDERLY, DISABLED AND OTHERS. 4,725
    ATHLETES FOR LIFE FOUNDATION
    5662 CALLE REAL 170
    GOLETA,CA93117     		NONE NON-PROFIT NURTURE MENTAL & PHYSICAL SKILLS WHILE PROVIDING A STRONG MESSAGE ON LIVING AN ALCOHOL & DRUG-FREE LIFESTYLE. 35,000
    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 TER
    CAPE CORAL,FL33990     		NONE NON-PROFIT HELP CHILDREN OF FALLEN LAW ENFORCEMENT TO COPE WITH THE LOSS OF A PARENT. 15,000
    BONANZA HIGH SCHOOL
    6665 W DEL REY AVENUE
    LAS VEGAS,NV89146     		NONE EDUCATION INSTITUTIO PROVIDE HIGH SCHOOL EDUCATION 5,000
    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 23,000
    CASA OF WISE AND JACK COUNTIES
    300 E PECAN STREET
    DECATUR,TX76234     		NONE NON-PROFIT TO ENSURE THAT EVERY CHILD IN OR RISK OF BEING PLACE IN FOSTER CARE HAS A CASA VOLUNTEER 5,000
    CHABAD CENTER FOR JEWISH LIFE
    2174 HEWLETT AVENUE SUITE 101
    MERRICK,NY11566     		NONE EDUCATION INSTITUTIO DEVOTED TO STRENGTHENING THE JEWISH COMMUNITY THROUGH EDUCATION & SOCIAL SERVICES. 60,000
    CHANNEL ISLANDS MARINE & WILDLIFE INSTITUTE
    PO BOX 4250
    SANTA BARBARA,CA93140     		NONE NON-PROFIT TO POSITIVELY IMPACT CONSERVATION THROUGH MARINE MAMMAL RESCUE, REHABILITATION, RESEARCH & ENDUCATION. 50,000
    CHAPMAN UNIVERSITY
    ONE UNIVERSITY DRIVE
    ORANGE,CA92866     		NONE NON-PROFIT PROVIDE EDUCATION 40,000
    CHILD ABUSE LISTENING MEDIATION INC
    1236 CHAPALA STREET
    SANTA BARBARA,CA93101     		NONE NON-PROFIT TO PREVENT CHILDHOOD TRAUMA, HEAL CHILDREN & FAMILIES & BUILD RESILIENT COMMUNITIES 1,800
    CHILDREN'S HOSPITAL OF LOS ANGELES
    4650 SUNSET BLVD
    LOS ANGELES,CA90027     		NONE NON-PROFIT PROMOTION & ADVANCEMENT OF CHILDREN'S HEALTH 70,000
    CHP 11-99 FOUNDATION
    2244 N STATE COLLEGE BLVD
    FULLERTON,CA92831     		NONE NON-PROFIT DEVOTED TO THE WELFARE OF CALIFORNIA HIGHWAY PATROL EMPLOYEES AND THEIR FAMILIES 20,000
    CITY OF HOPE
    1500 E DUARTE ROAD
    DUARTE,CA91010     		NONE NON-PROFIT PROVIDING CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER. 166,667
    COASTLINE COLLEGE VETERANS RESOURCE CENTER
    11460 WARNER AVENUE
    FOUNTAIN VALLEY,CA92708     		NONE EDUCATION INSTITUTIO PROVIDES TRANSITION ASSISTANCE FOR VETERANS INCLUDING EDUCATIONAL GUIDANCE AND PROFESSIONAL RESOURCE SUPPORT SERVICES 1,000
    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. 69,300
    DECATUR HIGH SCHOOL BAND
    310 N MCDONOUGH STREET
    DECATUR,GA30030     		NONE EDUCATION INSTITUTIO SUPPORT FOR THE HIGH SCHOOL BAND PROGRAM 2,500
    DONKEYLAND RESCUE
    5225 CANYON CREST DRIVE SUITE
    71-295
    RIVERSIDE,CA92507     		NONE NON-PROFIT TO RESCUE SICK OR INJURED DONKEYS & WILD BURROS. 5,000
    DR DAVID R CUMMINGS
    360 SAN MIGUEL DR
    NEWPORT BEACH,CA92660     		NONE NONE ORAL SURGERY FOR NAVY VETERAN 1,227
    DWIGHT HANSON
    15 BROOKDALE
    IRVINE,CA92604     		NONE NONE TRIP FOR WWII VETERANS TO PEARL HARBOR 21,086
    ECO AMBASSADORS (SANTA ANA UNIFIED SCHOOL DISTRICT)
    2000 N BRISTOL
    SANTA ANA,CA92706     		NONE NON-PROFIT PROMOTES NUTRITION FOR CHILDREN, LEADERSHIP & ENVIRONMENTAL CONSERVATAION. 6,540
    ELVIRA MOROZOVA
    296 HORIZON POINTE CIR
    HENDERSON,NV89012     		NONE INDIVIDUAL FORGIVENESS OF PRINCIPAL & INTEREST ACCRUED ON NOTE PAYABLE 72,900
    EMANATE HEALTH FOUNDATION
    140 W COLLEG ST
    COVINA,CA91723     		NONE NON-PROFIT TO FUND DEVELOPMENT PROGRAMS FOR EMANATE HEALTH MEDICAL CENTER, FOOTHILL PRESBYTERIAN HOSPITAL & HEALTH HOSPICE 10,000
    EXCHANGE CLUB OF NEWPORT HARBOR
    PO BOX 1022
    NEWPORT BEACH,CA92659     		NONE NON-PROFIT FUNDS TO COMMUNITY FOR YOUTH PROGRAMS, AMERICANISM, PREVENTION OF CHILD ABUSE & SUPPORT OF MILITARY 450
    FRANCISCO HERNANDEZ
    1301 RIDGEVIEW TERRACE
    FULLERTON,CA92631     		NONE NONE MANDEL FUNERAL LIVESTREAM 398
    FUNDACION ECOLOGICA BIOMAR
    CALLE PINTORES 835
    ZAPOPAN,JALISCO45030
    MX     		NONE NON-PROFIT SUPPORT FOR TURTLE RESCUE IN MEXICAN PLAYAS 50,000
    GIRL SCOUT TROOP 1536
    4342 MANCHESTER AVE
    ENCINITAS,CA92024     		NONE NONE TO PROVIDE FOOD FOR MARINES AT CAMP PENDELTON 3,840
    GREATER LA AREA BOY SCOUTS OF AMERICA
    2333 SCOUT WAY
    LOS ANGELES,CA90026     		NONE NON-PROFIT PROVIDES VALUES-BASED PROGRAMS THAT DEVELOP YOU PEOPLE OF CHARACTER AS DEFINED BY THE SCOUT OATH 2,500
    HELPING HAND WORLDWIDE
    31121 HOLLY DR
    LAGUNA BEACH,CA92651     		NONE NON-PROFIT TO COMBAT HUNGER & POVERTY BY PROVIDING FOOD, CLOTHES, EDUCATIONAL MATERIAL, ETC, TO PEOPLE IN NEED 35,000
    HONORING OUR FALLEN
    12111 SAINT MARK STREET
    GARDEN GROVE,CA92845     		NONE NON-PROFIT TO HONOR OUR FALLEN MILITARY & SUPPORT THOSE THAT WERE LEFT BEHIND 26,000
    JEWISH FEDERATION & FAMILY SERVICES
    1 FEDERATION WAY 210
    IRVINE,CA92603     		NONE NON-PROFIT RETURN OF UNUSED FUNDS -23,287
    JOEL ESPARZA
    3435 NOVAK STREET
    RIVERSIDE,CA92509     		NONE INDIVIDUAL PROVIDE FINANCIAL SUPPORT TO LOCAL BOXER 5,000
    KLINE VETERANS FUND
    7881 W CHARLESTON BLVD 165
    LAS VEGAS,NV89117     		NONE NON-PROFIT PROVIDES EMERGENCY HOUSING ASSISTANCE & SUPPORT SERVICES TO HOMELESS & AT-RISK VETERANS 21,750
    KNIGHTS OF COLUMBUS #5385
    348 S BEDFORD ROAD
    ORANGE,CA92868     		NONE NON-PROFIT CATHOLIC FRANTERNAL ORGANIZATION PROMOTING & CONDUCTING EDUCATIONAL, CHARITABLE & RELIGIOUS WORKS 6,000
    LBA OF THE INLAND EMPIRE
    7426 CHERRY AVENUE SUITE 210-433
    FONTANA,CA92336     		NONE NON-PROFIT PERFORMING ARTS & MUSIC PROGRAM 13,375
    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 30,000
    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
    MAXIMILLIAN MANDEL
    1302 RIDGEVIEW TERRACE
    FULLERTON,CA92631     		NONE INDIVIDUAL SCHOLARSHIP FOR COLLEGE TUITION 2,500
    MEGAN O'GRADY
    12101 UNIVERSITY BLVD UNIT 2304D
    ORLANDO,FL32817     		NONE INDIVIDUAL SCHOLARSHIP FOR COLLEGE TUITION 6,500
    MEMORIAL CARE SADDLEBACK MED CENTER FOUNDATION
    24451 HEALTH CENTER DRIVE
    LAGUNA HILLS,CA92653     		NONE NON-PROFIT TO DEVELOP PHILANTHROPIC RESOURCES NECESSARY TO STRENGTHEN THE ABILITY OF MEMORIAL CARE SADDLBACK MED. CENTER 50,000
    MENTAL HEALTH ASSOC OF OC
    1971 EAST 4TH STREET 130A
    SANTA ANA,CA92705     		NONE NON-PROFIT DEDICATED TO IMPROVING THE QUALITY OF LIFE OF ORANGE COUNTY RESIDENT S IMPACTED BY MENTAL ILLNESS 2,983
    MENTORING & PARTNERSHIP FOR YOUTH DEVELOPMENT
    150S LOS ROBLES AVE 650
    PASADENA,CA91101     		NONE NON-PROFIT YOUTH CAMP DONATION 25,000
    MICAHS WAY
    1517 E TH ST
    SANTA ANA,CA92701     		NONE NON-PROFIT TO SERVE THE HOMELESS IN ORANGE COUNTY 40,000
    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. 105,000
    NEW VISTA CAREER ACADEMY
    23092 MILL CREEK DR
    LAGUNA HILLS,CA92653     		NONE NON-PROFIT TO PROVIDE ASSISTANCE IN VOCATIONL COUNSELING, GUIDANCE AND TESTING 5,000
    NOAH TAVERA
    14649 DEEP CREEK COURT
    CHINO HILLS,CA91709     		NONE NONE SCHOLARSHIP 5,000
    ONEOC
    1901 E FOURTH STREET 100
    SANTA ANA,CA92705     		NONE NON-PROFIT ACCELERATING NONPROFIT SUCCESS 60,000
    ORANGE COUNTY CLASSICAL ACADEMY
    18002 IRVINE BLVD 108
    TUSTIN,CA92780     		NONE EDUCATION INSTITUTIO TO DEVELOP STUDENTS IN MIND & CHARACTER THROUGH A CLASSICAL, CONTEN-RICH LIBERAL ARS & SCIENCES CURRICULUM 5,433
    PACIFIC YOUTH BOATING ASSOCIATION
    2005 PALO VERDE AVE 123
    LONG BEACH,CA90815     		NONE NON-PROFIT SUPPORT YOUTH PROGRAMS IN SAILING & BOATING 25,000
    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
    PICKLEBERRY PIE INC
    7426 BARCLAY ROAD
    CHELTENHAM,PA19012     		NONE NON-PROFIT TO BRING THE HEALING POWER OF MUSIC TO CHILDREN IN HOSPITALS & SPECIAL NEEDS FACILITIES. 1,500
    PROVIDENCE ST JOSEPH HOSPITAL
    1100 W STEWART DRIVE
    ORANGE,CA92868     		NONE NON-PROFIT SERVING ALL WITH MEDICAL NEEDS, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. 15,000
    RM PYLES BOYS CAMP
    27211 HENRY MAYO DRIVE
    VALENCIA,CA91355     		NONE NON-PROFIT PROMOTES LONG-TERM POSITIVE BEHAVIORAL CHANGE FOR LOW-INCOME, DISADVANTAGED BOYS. 15,000
    RAQUEL'S WINGS FOR LIFE
    351 AIRPORT ROAD
    DECATUR,TX76234     		NONE NON-PROFIT TRANSPORTS CANCER PATIENTS FREE OF COST 5,000
    RIGHT AT HOME
    250 N GOLDEN CIRCLE STE 205
    SANTA ANA,CA92705     		NONE NONE TO OFFER PERSONALIZED NON-MEDICAL SUPPORT SERVICES IN THE HOME, ASSISTING THE ELDERLY, DISABLED AND OTHERS. 4,132
    RISING ABOVE DISABILITIES CAMP
    199 TECHNOLOGY DR 100
    IRVINE,CA92618     		NONE NON-PROFIT OFFERS PROGRAMS & CAMPS FOR ADULTS & CHILDREN WITH DEVELOPMENTAL DISABILITIES 7,500
    SAMMIE'S FRIENDS
    128 HIGH ST
    GRASS VALLEY,CA95945     		NONE NON-PROFIT TO PROVIDE MEDICAL CARE FOR THE ANIMALS AT THE NEVADA COUNTY ANIMAL SHELTER, MAKING THEM ADOPTABLE. 20,000
    SAN DIEGO FELLOWSHIP OF CHRISTIAN ATHLETES
    PO BOX 2429
    CARLSBAD,CA92018     		NONE NON-PROFIT TO SEE THE WORLD TRANSFORMED BY JESUS CHRIST THROUGH THE INFLUENCE OF COACHES & ATHLETES 20,000
    SANTA ANA COLLEGE FOUNDATION
    1530 W 17TH ST
    SANTA ANA,CA92706     		NONE NON-PROFIT TO MAINTAIN, EXPAND & ENHANCE THE EDUCATIONAL OPPORTUNITIES OF SANTA ANA COLLEGE BY LINKING COMMUNITY ORGANIZATIONS, BUSINESSES, ETC. 25,000
    SAVING HORSES INC
    3224 WILDFLOWER VALLEY DRIVE
    ENCINITAS,CA92024     		NONE NON-PROFIT REHABILITATES & REHOMES, OR PROVIDES SANCTUARY FOR HORSES RESCUED FROM SLAUGHTER, ABUSE & ABANDONMENT 5,000
    SCC FOUNDATION
    1500 WEST AGENCY RD
    WEST BURLINGTON,IA52655     		NONE NON-PROFIT TO PROVIDE SCHOLARSHIPS FOR ALL TYPES OF STUDENTS BASED ON MERIT, NEED, AGE, PROGRAMS, ETHNICITY & MORE 15,000
    TAILS THAT TEACH
    PO BOX 29163
    ANAHEIM,CA92809     		NONE NON-PROFIT TO INSPIRE YOUNG CHILDREN TO BE KIND TO PETS AND PEOPLE THROUGH COMPASSION-CENTERED BOOKS 15,000
    THE EPOCH TIMES
    9550 FLAIR DR SUITE 411
    EL MONTE,CA91731     		NONE NON-PROFIT TO HELP FUND NEW PRINTING PRESS FOR NON-PROFIT NEWSPAPER 23,000
    UNITED WAY OF WISE COUNTY
    205 N TRINITY PO BOX 213
    DECATUR,TX76234     		NONE NON-PROFIT TO CONDUCT ANNUAL FUND-RAISING CAMPAIGNS TO SOLICIT CONTRIBUTIONS FOR DISTRIBUTION TO UNITED WAY AGENCIES WITHIN WISE COUNTY TX 20,481
    UNIVERSITY OF ALASKA FAIRBANKS
    PO BOX 755140
    FAIRBANKS,AK99775     		NONE EDUCATION INSTITUTIO SCHOLARSHIP 13,714
    VETERAN'S LEGAL INSTITUTE
    2100 N BROADWAY STE 209
    SANTA ANA,CA92706     		NONE NON-PROFIT PROVIDES PRO BONO LEGAL ASSISTANCE TO VETERANS, ACTIVE SERVICE MEMBERS & RESERVISTS IN ORANGE COUNTY 75,000
    VETERANS OF FOREIGN WARS POST 10218
    11126 RAMONA BLVD
    EL MONTE,CA91731     		NONE NON-PROFIT TO FOSTER CMARADERIE AMOUNG US VETERANS OF OVERSEAS CONFLICTS & TO ADVOCATE ON BAHALF OF ALL VETERANS 6,000
    WISE COUNTY CHRISTIAN COUNSELING
    1650 S FM 51 400
    DECATUR,TX76234     		NONE NON-PROFIT PROVIDES PROFESSIONAL COUNSELING TO CHILDREN, TEENS & ADULTS 5,000
    WISE COUNTY COMMITTEE ON AGING
    PO BOX 903
    DECATUR,TX76234     		NONE NON-PROFIT PROVIDES SUPPORT SERVICES TO THE ELDERLY INCLUDING TRANSPORTATION, NUTRITION & VARIOUS SOCIAL ACTIVITIES. 5,000
    WISE COUNTY SHERIFF
    200 ROOK RAMSEY DRIVE
    DECATUR,TX76234     		NONE GOVERNMENT WISE SANTA'S DEPUTIES PROGRAM - DELIVERS TOYS & FOOD DURING THE HOLIDAYS. 7,500
    WISE HEALTH FOUNDATION
    609 MEDICAL CENTER DRIVE
    DECATUR,TX76234     		NONE NON-PROFIT RAISES FUNDS ON BEHALF OF WISE HEALTH SYSTEM TO SUPPORT HEALTH CARE SERVICES IN THE COMMUNITY 25,000
    WOLVES & WARRIORS
    PO BOX 1510
    FRAZIER PARK,CA93225     		NONE NON-PROFIT PROVIDES PERMANENT LIFETIME SANCTUARY TO RESCUED WOLVES, WOLFDOGS, HORSES & OTHER ANIMALS. 20,000
    Total .................................bullet 3a 1,934,574
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 117,098  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 66,876  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 395,904  
    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 10,225,323 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,225,323
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 50,162 0   25,081

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

    TY 2021 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 93,396 SL 39.000000000000 17,376 17,376    
    OFFICE EQUIPMENT 2016-01-01 6,438 6,438 SL 3.000000000000 0 0    

    TY 2021 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 19,929,553 19,929,553
    VANGUARD - EQUITIES 1,102,508 1,102,508
    KEMO SABE LEASING, LLC 17,843 17,843
    TD AMERITRADE EQUITIES 12,025,388 12,025,388

    TY 2021 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 677,680 110,772 566,908  

    TY 2021 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 12,059,261 12,059,261
    VANGUARD - MUTUAL FUNDS/ETF'S FMV 7,392,817 7,392,817
    GOLD COINS FMV 138,825 138,825
    TD AMERITRADE MUTUAL FUNDS FMV 574,746 574,746

    TY 2021 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 140,650 0   0


    TY 2021 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 4,928,061 1,625,936 1,625,936


    TY 2021 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 1,693 0   0
    OFFICE EXPENSE 6,103 0   0
    WEB SITE DESIGN 3,000 0   3,000
    PAYROLL SERVICE 2,210 0   0


    TY 2021 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
    BROTHERS REALTY, LLC 288,591 288,190 288,591
    CIF-NC, LLC 8,979 8,979 8,979
    EKSTROM PROPERTIES, LTD 7,790,770 6,977,488 7,790,770
    CIF NOTE RECEIVABLE INTEREST 150,912 150,912 150,912
    NUSTAR ENERGY, LP 11,378 0 11,378
    ENERGY TRANSFER LP 11,712 0 11,712
    ENTERPRISE PRODUCTS PARTNERS LP 108,000 0 108,000
    COMPASS DIVERSIFIED HOLDINGS 11,600 23,020 11,600
    VIPER ENERGY PARTNERS 3,800 3,800 3,800


    TY 2021 OtherIncreasesSchedule
    Name:
    STANLEY W EKSTROM FOUNDATION INC
     
    C/O SILVERSTEIN & HUSTON
    EIN:
    20-3198081
    Description Amount
    UNREALIZED APPRECIATION OF ASSETS 3,830,768


    TY 2021 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 0 128,695


    TY 2021 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 1,245 1,245   0


    TY 2021 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 16,328 16,328   0
    FEDERAL TAXES (990-PF) 148,288 0   0
    OTHER TAXES & FEES 225 0   0
    PAYROLL TAXES 6,145 0   0