Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 3900
 
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$54,186,830
J 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) 93,595
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,187 1,187  
4 Dividends and interest from securities... 1,418,462 1,321,520  
5a Gross rents............ 94,578 94,578  
b Net rental income or (loss) 77,202
6a Net gain or (loss) from sale of assets not on line 10 -13,306
b Gross sales price for all assets on line 6a 2,955,463
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 2,434,659 1,042,604  
12 Total. Add lines 1 through 11........ 4,029,175 2,459,889  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 80,000 0   0
15 Pension plans, employee benefits....... 43,130 0   0
16a Legal fees (attach schedule)......... 578,841 0   0
b Accounting fees (attach schedule)....... 138,006 0   34,501
c Other professional fees (attach schedule).... 1,570 1,570   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 53,492 0   0
19 Depreciation (attach schedule) and depletion... 17,376 17,376  
20 Occupancy.............. 35,447 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 19,046 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 966,908 18,946   34,501
25 Contributions, gifts, grants paid....... 2,684,584 2,371,251
26 Total expenses and disbursements. Add lines 24 and 25 3,651,492 18,946   2,405,752
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 377,683
b Net investment income (if negative, enter -0-) 2,440,943
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 89,926 152,724 152,724
2 Savings and temporary cash investments......... 862,666 428,818 428,818
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow2,251,483
Less: allowance for doubtful accounts right arrow0 2,162,101 2,251,483 2,251,483
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 13,867    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 32,574,579 Click to see attachment
List of Attached Documents:
// Content
25,021,813
25,021,813
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow860,000
Less: accumulated depreciation (attach schedule) right arrow134,665 742,711 Click to see attachment
List of Attached Documents:
// Content
725,335
725,335
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,265,109 Click to see attachment
List of Attached Documents:
// Content
24,021,801
24,021,801
14 Land, buildings, and equipment: basis right arrow6,438
Less: accumulated depreciation (attach schedule) right arrow6,438      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,623,889
Click to see attachment
List of Attached Documents:
// Content
1,584,856
Click to see attachment
List of Attached Documents:
// Content
1,584,856
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 56,334,848 54,186,830 54,186,830
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 524,332 837,665
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
4,093,098
Click to see attachment
List of Attached Documents:
// Content
14,637
23 Total liabilities (add lines 17 through 22)......... 4,617,430 852,302
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 51,717,418 53,334,528
29 Total net assets or fund balances (see instructions)..... 51,717,418 53,334,528
30 Total liabilities and net assets/fund balances (see instructions). 56,334,848 54,186,830
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
51,717,418
2
Enter amount from Part I, line 27a .....................
2
377,683
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,239,427
4
Add lines 1, 2, and 3 ..........................
4
53,334,528
5
Decreases not included in line 2 (itemize) right arrow
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
53,334,528
Form 990-PF (2023)
Form 990-PF (2023)
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 3,388 SHARES PIMCO INCOME A P   2023-04-06
b 5,000 SHARES NESTLE S P   1933-11-06
c 52,229 SHARES PIMCO INCOME A P   2023-04-06
d 5,000 SHARES VENTAS INC P 2019-11-06 2023-09-14
e 10,000 SHARES CITIZENS FINL GROUP P 2018-10-03 2023-05-09
.667 SHARES GE HEALTHCARE TECHNOLOGIES INC P 2017-03-06 2023-01-09
20,000 SHARES REGIONS FINANCIAL CORP P 2018-10-03 2023-05-09
10,000 SHARES VANGUARD INT-TERM CORP P 2019-10-31 2023-05-09
VANGUARD BROKERAGE - DETAIL AVAILABLE UPON REQUEST 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 35,508   39,426 -3,918
b 555,000   344,065 210,935
c 547,364   607,756 -60,392
d 221,350   301,171 -79,821
e 254,796   389,641 -134,845
39   100 -61
323,009   370,207 -47,198
795,693   915,500 -119,807
924   903 21
221,780     221,780
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       -3,918
b       210,935
c       -60,392
d       -79,821
e       -134,845
      -61
      -47,198
      -119,807
      21
      221,780
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 -13,306
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
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 right arrow 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) 1 33,929
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 33,929
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 33,929
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 21,360
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,360
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 42
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 27,389
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow27,389 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.SWEFOUNDATION.ORG
14
The books are in care ofright arrowMARYANNE OTHMER Telephone no.right arrow (714) 547-2511

Located atright arrow701 S PARKER ST STE 3900ORANGECA ZIP+4right arrow92868
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
15.00
0 0 0
701 S PARKER STREET 3900
ORANGE,CA92868
LAWRENCE C FELIX SECRETARY/TREASURER
15.00
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
48,660,998
b
Average of monthly cash balances.......................
1b
1,165,723
c
Fair market value of all other assets (see instructions)................
1c
4,718,342
d
Total (add lines 1a, b, and c).........................
1d
54,545,063
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
54,545,063
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
818,176
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
53,726,887
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,686,344
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
2,686,344
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
33,929
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
33,929
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,652,415
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,652,415
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
2,652,415
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
2,405,752
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,405,752
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,652,415
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 262,529
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 262,529
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,405,752
a Applied to 2022, 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 2023 distributable amount..... 2,405,752
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 246,663 246,663
(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 15,866
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
15,866
10 Analysis of line 9:
a Excess from 2019.... 15,866
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 3900
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 (2023)
Form 990-PF (2023)
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. 30,000

ABBY'S JOY

P O BOX 2182
DECATUR,TX76234
NONE NON-PROFIT TO FINANCIALLY ASSIST FAMILIES & SUPPORT ORGANIZATIONS HELPING SUPPORT DIPG/PEDIATRIC CANCER FAMILIES 7,500

ADVANCE BEAUTY COLLEGE

10121 WESTMINSTER AVE
GARDEN GROVE,CA92843
NONE NONE TUITION FOR CIERA NICOLE BROOKER 2,935

AIDVANTAGE

701 S PARKER STREET 5500
ORANGE,CA92868
NONE NONE LOAN PAYMENT FOR BENEFIT OF ERIC HUAPE 5,000

ALIVE RESCUE

PO BOX 39111
CHICAGO,IL60639
NONE NON-PROFIT ANIMAL RESCUE AND WELFARE 1,000

ALLEGHENY COLLEGE

520 NORTH MAIN STREET
MEADVILLE,PA16335
NONE NON-PROFIT SCHOLARSHIP 9,515

ALS FOUNDATION GOLDEN WEST CHAPTER

PO BOX 565
AGORA HILLS,CA91376
NONE NON-PROFIT SO CAL RIDE TO DEFEAT ALS SPONSORSHIP 5,000
AMBER LOWRY


701 S PARKER STREET 5500
ORANGE,CA92868
NONE NONE FUNDS FOR FAMILY OF RECENTLY DECEASED POLICE OFFICER 10,000
AMELIA ACOSTA


701 S PARKER STREET 5500
ORANGE,CA92868
NONE NONE SCHOLARSHIP 5,000

AMERICAN LEGION

215 15TH ST
NEWPORT BEACH,CA92663
NONE NON-PROFIT TO PROMOTE THE PRINCIPLES AND POLICIES OF THE NATIONAL AMERICAN LEGION 2,500
ANDREW MITCHINSON


3801 W TEMPLE AVE
POMONA,CA91768
NONE NONE SCHOLARSHIP TO CAL POLY POMONA 4,000
ANNEKA PULLEN


701 S PARKER STREET 5500
ORANGE,CA92868
NONE NONE SCHOLARSHIP 5,000

ARMED SERVICES YMCA CAMP PENDLETON

200090 ASH ROAD
CAMP PENDLETON,CA92058
NONE NON-PROFIT PROVIDE ACTIVITIES & SERVICES TO OUR MILITARY AND THEIR FAMILIES. 20,000

ASILO SAN VICENTE

7180 SW 136TH STREET
MIAMI,FL33156
NONE NON-PROFIT SUPPORT ORPHANAGE LOCATED IN MANILA, PHILIPINES 10,000

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

BACA

PO BOX 1431
BREA,CA92822
NONE NON-PROFIT CREATE A SAFER ENVIRONMENT FOR ABUSED CHILDREN. 10,000

BALBOA ISLAND MUSEUM

210-B MARINE AVENUE
BALBOA ISLAND,CA92662
NONE NON-PROFIT TO PRESERVE BALBOA ISLAND HERITAGE & ITS SENSE OF COMMUNITY 11,000

BLUE LINE BEARS INC

3032 SANTA BARBARA BLVD UNIT 209
CAPE CORAL,FL33914
NONE NON-PROFIT THO HELP CHILDREN OF FALLEN LAW ENFORCEMENT OFFICER TO COPE WITH LOSS OF A PARENT 30,000

BOB HOPE USO ORANGE COUNTY

18601 AIRPORT WAY 107
SANTA ANA,CA92707
NONE NON-PROFIT SUPPORT TO STRENGTHEN AMERICA'S MILITARY SERVICE MEMBERS 4,000

BOYS & GIRLS CLUB OF VISTA

410 W CALIFORNIA AVENUE
VISTA,CA92083
NONE NON-PROFIT TO RAISE FUNDS TO SUPPORT THE BOYS & GIRLS CLUB OF VISTA FOR ITS CHARITABLE USES 5,000

BRAKEN'S KITCHEN

13941 NAUTILUS DRIVE
GARDEN GROVE,CA92843
NONE NON-PROFIT COMMUNITY FEEDING PROGRAM 7,500

BREAST CANCER ANGELS

PO BOX 340
LOS ALAMITOS,CA90720
NONE NON-PROFIT SERVICE BREAST CANCER PATIENTS IMMEDIATE NEEDS 10,000
BRENDON BOOTH


701 S PARKER STREET 5500
ORANGE,CA92868
NONE NONE BOOKS FOR FALL SEMESTER 250

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

CBB CHARITY GOLF CLASSIC

701 N HAVEN AVE
ONTARIO,CA91764
NONE NONE ANNUAL GOLF TOURNAMENT 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. 110,000

CHANNELL ISLANDS MARINE & WILDLIFE INST

PO BOX 4250
SANTA BARBARA,CA93140
NONE NON-PROFIT TO RESCUE, TREAT & REHABILITATE SICK & INJURED MARINE MAMMALS IN VENTURA & SANTA BARBARA COUNTIES & CHANNELL ISLANDS AREA. 50,000

CHICO STATE UNIVERSITY FOUNDATION

400 W FIRST STREET
CHICO,CA95929
NONE EDUCATION INSTITUTIO SCHOLARSHIP PROGRAM 20,000

CHOC FOUNDATION

1201 WEST LA VETA AVENUE
ORANGE,CA92868
NONE NON-PROFIT SUPPORT CLINICAL & NONCLINICAL SERVICES, MEDICAL EDUCATION & RESEARCH IN PEDIATRICS AT CHILDREN'S HOSPITAL OF ORANGE 70,000

CHP 11-99 FOUNDATION

3188 AIRWAY AVENUE STE C
COSTA MESA,CA92626
NONE NON-PROFIT PROVIDING BENEFITS TO EMPLOYEES OF THE CHP AND AWARDING SCHOLARSHIPS TO THEIR DEPENDENTS 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

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. 56,240

DECATUR ISD EDUCATION FOUNDATION

307 S CATES ST
DECATUR,TX76234
NONE NON-PROFIT FUND INITIATIVES TO STRENGTHEN THE QUALITY OF EDUCATION IN DECATUR ISD 10,000

DONKEY LAND

5225 CANYON CREST DRIVE STE 71-295
RIVERSIDE,CA92507
NONE NON-PROFIT SAVE LIVES OF WILD DONKEYS & BURROS AND EDUCATE THE PUBLIC ABOUT THEIR PLIGHT. 10,000

EL MONTE HIGH SCHOOL CHOIR

3048 TYLER AVE
EL MONTE,CA91731
NONE EDUCATION INSTITUTIO SUPPORT FOR SCHOOL CHOIR 14,000

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 7,500

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129
NONE NON-PROFIT CHRISTIAN MINISTRY TO ATHLETES AND COACHES 25,000

FUNDACION ECOLOGICA BIOMAR

CALLE PINTORES 835
ZAPOPAN,JALISCO45030
MX
NONE NON-PROFIT SUPPORT FOR TURTLE RESCUE IN MEXICAN PLAYAS 60,000

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 30,000

HOAG HOSPITAL FOUNDATION

330 PLACENTIA AVE
NEWPORT BEACH,CA92663
NONE NON-PROFIT ADVANCING THE MISSION OF HOAG MEMORIAL HOSPITAL THROUGH MEANINGFUL & INSPIRATIONAL PHILANTHROPIC PARTNERSHIPS 55,000

HONOR FLIGHT SOUTHLAND

26 CLUB VISTA
DOVE CANYON,CA92679
NONE NON-PROFIT HONOR AMERICA'S VETERANS BY TRANSPORTING THE TO WASHINGTON DC TO VISIT & REFELCT AT THEIR MEMORIALS. 75,000

HONORING OUR FALLEN

12111 SAINT MARK STREET
GARDEN GROVE,CA92845
NONE NON-PROFIT TO HONOR OUR FALLEN MILITARY & SUPPORT THOSE THAT WERE LEFT BEHIND 35,000
KENNETH DENNIS


701 S PARKER STREET 5500
ORANGE,CA92868
NONE NONE SUPPORT MINISTRY IN LOCAL DECATUR 7,500

KITTEN RESCUE

3519 CASITAS AVE
LOS ANGELES,CA90039
NONE NON-PROFIT DEVOTED TO SAVING CATS & KITTENS FROM EUTHANAZIA, ABANDONMENT, CRUELTY & NEGLECT. 35,000

KNIGHTS OF COLUMBUS #13111

51 MARKETPLACE
IRVINE,CA92602
NONE FRATERNAL ORGANIZATI SEEK TO BUILD A CARING COMMUNITY THAT EMBRACES THE VALUES MODELED OF FRIENDSHIP, INTEGRITY & LOVE OF GOD. 6,000

LA COUNTY POLICE CANINE ASSOCIATION

PO BOX 221928
NEWHALL,CA91322
NONE NON-PROFIT TO SUPPORT & PROMOTE THE EDUCATIONAL ADVANCEMENT, WELFARE & SAFETY OF CANINE TEAMS IN LAW ENFORCEMENT IN LA COUNTY 5,000

LA COSTA CANYON HIGH SCHOOL FOOTBAL

1 MAVERICK WAY
CARLSBAD,CA92009
NONE NON-PROFIT TO SUPPORT VETERANS AND HOLOCAUST SURVIVORS 1,040

LAKEWOOD CHRISTIAN SCHOOLS FOUNDATION

5336 EAST ARBOR ROAD
LONG BEACH,CA90808
NONE NON-PROFIT TO ASSIST PARENTS IN THE MATURING OF THEIR CHILDREN BY PROVIDING A CHRIST-CENTERED EDUCATION 5,000

LBA OF THE INLAND EMPIRE

7426 CHERRY AVENUE SUITE 210-433
FONTANA,CA92336
NONE NON-PROFIT PERFORMING ARTS & MUSIC PROGRAM 15,000

LIGHTHOUSE ACRES MINISTRY

981 OLD REUNION ROAD
DECATUR,TX76234
NONE NON-PROFIT SERVING YOUNG PREGNANT WOMEN WHOSE LIVES ARE IN CRISIS. 1,000

LINCOLN TRAINING CENTER

2643 LOMA AVE
SOUTH EL MONTE,CA91733
NONE NON-PROFIT TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DISADVANTAGES OR DEVELOPMENTAL DISABILITIES. 50,000

LUNDQUIST INSTITUTE

1124 W CARSON ST
TORRANCE,CA90502
NONE NON-PROFIT TO ENGAGE IN BIOMEDICAL RESEARCH, EDUCATE & PROVIDE COMMUNITY HEALTH SERVICES 200,000

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. 1,139

MCPHERSON EDUCATION FOUNDATION

333 S PROSPECT ST
ORANGE,CA92869
NONE NON-PROFIT PROVIDES FUNDING BEHIND THE TECHNOLOGY OF MCPHERSON MAGNET SCHOOL (STEM EDUCATION) 12,574
MEGAN O'GRADY


12101 UNIVERSITY BLVD UNIT 2304D
ORLANDO,FL32817
NONE INDIVIDUAL SCHOLARSHIP FOR COLLEGE TUITION 5,500

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 1,725

MENTORING & PARTNERSHIP FOR YOUTH DEVELOPMENT

1905 LINCOLN AVENUE
PASADENA,CA91103
NONE NON-PROFIT ASSIST STUDENTAS AT JOHN MUIR HIGH SCHOOL TO BE ACADEMICALLY SUCCESSFUL & GRADUATE FROM HIGH SCHOOL. 70,000

MICAH'S WAY

1517 E 4TH STREET
SANTA ANA,CA92701
NONE NON-PROFIT FUNDS PROGRAMS FOR POOR PEOPLE INCLUDING HOMELESS, CHILDREN & VETERANS. 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. 135,000

NEWPORT BEACH POLICE FOUNDATION

2549 EAST BLUFF DRIVE 358
NEWPORT BEACH,CA92660
NONE NON-PROFIT TO SUPPORT THE NEWPORT BEACH POLICE ASSOCIATION & THE GENERAL PUBLIC. 10,000

ONE STEP CLOSER ANIMAL RESCUE (OSCAR)

PO BOX 248
SPARTA,NJ07871
NONE NON-PROFIT RESCUE PETS FROM OVERCROWDED SHELTERS WHERE ANIMALS ARE EUTHANIZED DUE TO LACK OF SPACE. 25,000

ONEOC

1901 E FOURTH STREET 100
SANTA ANA,CA92705
NONE NON-PROFIT ACCELERATING NONPROFIT SUCCESS 25,000

ORANGE COUNTY MUSEUM OF ART

18111 VON KARMAN AVENUE SUITE 450
IRVINE,CA92612
NONE NON-PROFIT SUPPORTING THE ORANGE COUNTY MUSEUM OF ART TO PAY FOR ITS OPERATING EXPENSES & TO BE USED FOR ITS EXEMPT PURPOSES. 2,500

ORANGE HS MARINE CORPS JROTC ASSOCIATION

59 PETERS CANYON ROAD
IRVINE,CA92606
NONE NON-PROFIT SUPPORT OF HIGH SCHOOL JROTC MEMBERS 15,000

PACIFIC YOUTH BOATING ASSOCIATION

2005 PALO VERDE AVE 123
LONG BEACH,CA90815
NONE NON-PROFIT SUPPORT YOUTH PROGRAMS IN SAILING & BOATING 25,000

POINT LOMA NAZARENE UNIVERSITY

3900 LOMALAND DRIVE
SAN DIEGO,CA92106
NONE EDUCATION INSTITUTIO NON-PROFIT CHRISTIAN UNIVERSITY 46,446

POLICE UNITY TOUR

56 LIVINGSTON AVE
ROSELAND,NJ07068
NONE NON-PROFIT TO RAISE AWARENESS OF THE NATIONAL LAW ENFORCEMENT MEMORIAL IN WASHINGTON DC & POLICE UNITY ROUR IN & RAISE FUNDS FOR SAID ORGANIZATIONS. 1,000

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. 30,000

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
REYNA PEREZ


701 S PARKER STREET 5500
ORANGE,CA92868
NONE NON-PROFIT TO PROVIDE ASSISTANCE IN VOCATIONAL COUNSELING, GUIDANCE AND TESTING 9,200

RHOME COMMUNITY LIBRARY

265 WEST BC RHOME AVE
RHOME,TX76078
NONE NON-PROFIT PROVIDES FREE LIBRARY SERVICES TO ALL IN THE SURROUNDING AREAS. 1,250

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 STATE OFFICE OF FINANCIAL AID

5500 CAMPANILE DRIVES
SAN DIEGO,CA92182
NONE EDUCATION INSTITUTIO SCHOLARSHIP 18,000

SAN GABRIEL VALLEY BUSINESS LEADERSHIP FOUNDATION

1903 DURFEE AVE UNIT 4
S EL MONTE,CA91733
NONE NON-PROFIT TO SUPPORT LOCAL LEADERSHIP PROGRAMS 10,000

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

SHERMAN LIBRARY AND GARDENS

2647 EAST COAST HIGHWAY
CORONA DEL MAR,CA92625
NONE NONE GENERAL DONATION 2,500

SPEAK YOUR TRUTH

170 E YORBA LINDA BLVD 516
PLACENTIA,CA92870
NONE NON-PROFIT AMPLIFIES THE VOICES OF VICTIMS & SURVIVORS OF DOMESTIC VIOLENCE THROUGH ABUSE EDUCATION, & EMPOTIONAL SUPPORT. 5,000

STEAMPUNK FARMS RESCUE BARN

36013 OLD WILSON RD
RANCHITA,CA92066
NONE NON-PROFIT TO RESCUE, REHABILITATE & PROVIDE SANCTUARY FOR ABUSED , NEGLECTED & ABANDONED ANIMALS. 7,500

SUMMIT SPRINGS EDUCATIONAL FOUNDATION

27740 JEFFERSON AVENUE
TEMECULA,CA92590
NONE NON-PROFIT SUPPORTING SPRING CHARTER SCHOOLS 10,500

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 25,000

THE FREEDOM COMMITTEE OF OC

3465 SANTA CLARA CIRCLE
COSTA MESA,CA92626
NONE NON-PROFIT TO ENHANCE EDUCATION BY PROVIDING ETERAN MILITYAR SPEAKERS WHO SHARE THEIR PERSONAL MILITARY EXPERIENCES WITH STUDENTS 7,500

TYLER SKAGGS FOUNDATION

6300 WILSHIRE BLVD STE 880
LOS ANGELES,CA90048
NONE NON-PROFIT TO PROVIDE EQUITABLE ACCESS TO SPORTS PROGRAMS & RECREATION, AS WELL AS OTHER COMMUNITY INITIATIVES 25,000

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 21,500

UNIVERSITY OF CENTRAL FLORIDA

4000 CENTRAL FLORIDA VLVD
ORLANDO,FL32816
NONE EDUCATION INSTITUTIO SCHOLARSHIP PROGRAM 2,309

VANGUARD UNIVERSITY

55 FAIR DRIVE
COSTA MESA,CA92626
NONE EDUCATION INSTITUTIO SCHOLARSHIP PROGRAM 13,207

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 COMRADERIE AMOUNG US VETERANS OF OVERSEAS CONFLICTS & TO ADVOCATE ON BAHALF OF ALL VETERANS 13,500

WEST COAST UNIVERSITY

1477 MANCHESTER AVE
ANAHEIM,CA92802
NONE EDUCATION INSTITUTIO SCHOLARSHIP PROGRAM 26,046

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 COUNTY SANTA'S DEPUTIES PROGRAM - DELIVERS TOYS & FOOD DURING THE HOLIDAYS. 40,000

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 7,500

WOMEN'S RESOURCE MEDICAL CENTER

1701 W CHARLESTON BLVD SUITE 130
LOS VEGAS,NV89102
NONE NON-PROFIT SUPPORTING FAMILIES WITH PREGNANCIES 10,000

YOU WERE WORTH IT FOUNDATION

15 BROOKDALE
IRVINE,CA92604
NONE NON-PROFIT TAKE VETERANS ON RETURNS TO BATTLEFIELDS & HAVE THEM SHARE THEIR MILITARY EXPERIENCES WITH SCHOOLS & CIVIC ORGANIZATIONS. 99,708
Total .................................right arrow 3a 2,371,251
bApproved for future payment

LUNDQUIST INSTITUTE
1124 W CARSON ST
TORRANCE,CA90502
NONE NON-PROFIT TO ENGAGE IN BIOMEDICAL RESEARCH, EDUCATE & PROVIDE COMMUNITY HEALTH SERVICES 600,000
Total ................................. right arrow 3b 600,000
Form 990-PF (2023)
Form 990-PF (2023)
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 1,187  
4 Dividends and interest from securities ....     14 1,418,462  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 77,202  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 2,434,659  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -13,306  
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 3,918,204 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,918,204
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
STANLEY W EKSTROM FOUNDATION INC
C/O SILVERSTEIN & HUSTON
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
STANLEY W EKSTROM FOUNDATION INC
C/O SILVERSTEIN & HUSTON
Employer identification number
20-3198081
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
EKSTROM ADMINISTRATIVE TRUST
1329 POTRERO AVENUE
 
SOUTH EL MONTE, CA91733

$ 93,595


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
STANLEY W EKSTROM FOUNDATION INC
C/O SILVERSTEIN & HUSTON
Employer identification number

20-3198081
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
STANLEY W EKSTROM FOUNDATION INC
C/O SILVERSTEIN & HUSTON
Employer identification number

20-3198081
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 138,006 0   34,501

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

TY 2023 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 2016-08-01 677,680 128,148 SL 39.000000000000 17,376 17,376    
OFFICE EQUIPMENT 2016-01-01 6,438 6,438 SL 3.000000000000 0 0    

TY 2023 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 25,003,970 25,003,970
KEMO SABE LEASING, LLC 17,843 17,843

TY 2023 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 677,680 145,524 532,156  

TY 2023 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 23,882,976 23,882,976
GOLD COINS FMV 138,825 138,825

TY 2023 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 578,841 0   0


TY 2023 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 1,623,889 1,584,856 1,584,856


TY 2023 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
OFFICE EXPENSE 11,299 0   0
WEB SITE DESIGN 3,600 0   0
EXPENSE REIMBURSEMENT 4,147 0   0


TY 2023 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 330,145 330,145 330,145
CIF-NC, LLC 11,819 11,819 11,819
EKSTROM PROPERTIES, LTD -440,133 -866 -440,133
CIF NOTE RECEIVABLE INTEREST 220,000 220,000 220,000
NUSTAR ENERGY, LP 11,378 0 11,378
ENERGY TRANSFER LP 23,712 0 23,712
ENTERPRISE PRODUCTS PARTNERS LP 118,800 0 118,800
STANLEY EKSTROM ADMINISTRATIVE TRUST 25,528 0 25,528
CARDCO, LLC 430,053 32,053 430,053
EKSTROM-CARDINAL 2012 TRUST 1,703,357 449,453 1,703,357


TY 2023 OtherIncreasesSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
 
C/O SILVERSTEIN & HUSTON
EIN:
20-3198081
Description Amount
UNREALIZED APPRECIATION OF ASSETS 1,239,427


TY 2023 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
ACCRUED EXPENSES 4,093,098 0
EXCISE TAX PAYABLE 0 14,637


TY 2023 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 1,570 1,570   0


TY 2023 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 16,476 0   0
FEDERAL TAXES (990-PF) 28,504 0   0
OTHER TAXES & FEES 2,112 0   0
PAYROLL TAXES 6,400 0   0