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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
STANLEY W EKSTROM FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1551 N TUSTIN AVE STE 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA ANA, CA92705
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$56,370,373J 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) 20,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 876 876  
4 Dividends and interest from securities... 1,483,633 1,371,782  
5a Gross rents............ 97,244 97,244  
b Net rental income or (loss) 79,868
6a Net gain or (loss) from sale of assets not on line 10 795,985
b Gross sales price for all assets on line 6a 1,049,227
7 Capital gain net income (from Part IV, line 2)... 795,985
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
List of Attached Documents:
// Content
769,100 590,860  
12 Total. Add lines 1 through 11........ 3,166,838 2,856,747  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 81,667 0   0
15 Pension plans, employee benefits....... 32,216 0   0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
86,782 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
101,260 0   25,315
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,118 1,118   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
64,720 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
17,376 17,376  
20 Occupancy.............. 33,881 0   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,191 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 442,211 18,494   25,315
25 Contributions, gifts, grants paid....... 3,097,781 2,784,448
26 Total expenses and disbursements. Add lines 24 and 25 3,539,992 18,494   2,809,763
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -373,154
b Net investment income (if negative, enter -0-) 2,838,253
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 152,724 1,172,202 1,172,202
2 Savings and temporary cash investments......... 428,818 878,710 878,710
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 arrow  
Less: allowance for doubtful accounts right arrow   2,251,483 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 25,021,813 Click to see attachment
List of Attached Documents:
// Content
25,504,785 		25,504,785
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow860,000
Less: accumulated depreciation (attach schedule) right arrow152,041 725,335 Click to see attachment
List of Attached Documents:
// Content
707,959 		707,959
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,021,801 Click to see attachment
List of Attached Documents:
// Content
26,510,151 		26,510,151
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
1,584,856 		Click to see attachment
List of Attached Documents:
// Content
1,596,566 		Click to see attachment
List of Attached Documents:
// Content
1,596,566
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,186,830 56,370,373 56,370,373
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 837,665 1,150,998
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
14,637 		Click to see attachment
List of Attached Documents:
// Content
8,910
23 Total liabilities (add lines 17 through 22)......... 852,302 1,159,908
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 53,334,528 55,210,465
29 Total net assets or fund balances (see instructions)..... 53,334,528 55,210,465
30 Total liabilities and net assets/fund balances (see instructions). 54,186,830 56,370,373
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
53,334,528
2
Enter amount from Part I, line 27a .....................
2
-373,154
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,249,091
4
Add lines 1, 2, and 3 ..........................
4
55,210,465
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
55,210,465
Form 990-PF (2024)
Form 990-PF (2024)
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 1,902 WALMART INC. P 2015-08-20 2024-03-04
b GOLD COINS P   2024-03-07
c 0.4 SUNOCO LP P 2015-08-20 2024-05-08
d 3,097.3 WALMART INC P 2015-08-20 2024-03-04
e 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 112,735   43,520 69,215
b 166,264   138,825 27,439
c 22   51 -29
d 183,521   70,846 112,675
e 586,685     586,685
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       69,215
b       27,439
c       -29
d       112,675
e       586,685
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 2 795,985
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 39,452
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 39,452
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 39,452
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 34,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 79,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 39,548
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow39,548 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow1551 N TUSTIN AVE STE 900SANTA ANACA ZIP+4right arrow92705
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
1551 N TUSTIN AVE STE 900
SANTA ANA,CA92705
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
MARYANNE OTHMER OFFICE MANAGER
25.00 		81,667 0 0
1551 N TUSTIN AVE STE 900
TUSTIN,CA92705
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
51,354,496
b
Average of monthly cash balances.......................
1b
1,530,055
c
Fair market value of all other assets (see instructions)................
1c
2,304,525
d
Total (add lines 1a, b, and c).........................
1d
55,189,076
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
55,189,076
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
827,836
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
54,361,240
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,718,062
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
2,718,062
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39,452
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,452
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,678,610
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,678,610
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
2,678,610
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
2,809,763
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
2,809,763
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,678,610
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 15,866
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 15,866
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,809,763
a Applied to 2023, 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 2024 distributable amount..... 2,678,610
e Remaining amount distributed out of corpus 131,153
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 147,019
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		15,866
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		131,153
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 131,153
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEVEN A SILVERSTEIN
1551 N TUSTIN AVE STE 900
SANTA ANA,CA92705
(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 (2024)
Form 990-PF (2024)
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. 41,032

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

AIDVANTAGE

1551 N TUSTIN AVE STE 900
SANTA ANA,CA92705 		NONE NONE LOAN PAYMENT FOR BENEFIT OF ERIC HUAPE 5,000

ALLEGHENY COLLEGE

520 NORTH MAIN STREET
MEADVILLE,PA16335 		NONE NON-PROFIT SCHOLARSHIP 3,787

ALS NETWORK

PO BOX 7082
WOODLAND HILLS,CA91365 		NONE NON-PROFIT FIGHT TO TREAT & CURE ALS THROUGH GLOBAL RESEARCH & NATIONWIDE ADVOCACY. 5,000

AMERICAN HERO INITIATIVE INC

689 HARLEQUIN DRIVE
LOS BANOS,CA93635 		NONE NON-PROFIT TO EMPOWER VETERANS WITH DISABILITIES BY PROVIDING FINANCIAL ASSISTANCE FOR HOME & AUTO REPAIRS. 1,000

AMERICAN LEGION POST 227

69 RIVER STREET
MIDDLETON,MA01949 		NONE NON-PROFIT SOCIAL AND EDUCATIONAL BENEFIT 10,000
ANDREW MITCHINSON


3801 W TEMPLE AVE
POMONA,CA91768 		NONE NONE SCHOLARSHIP TO CAL POLY POMONA 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. 60,000

ASILO SAN VICENTE

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

ASSISTANCE LEAGUE OF FULLERTON

233 W AMERIGE AVE
FULLERTON,CA92832 		NONE NON-PROFIT TO HELP POPLE IN NEED BY PUTTING CARING & COMMITMENT INTO ACTION TRHOUGH COMMUNITY-BASED PHILANTHROPIC PROGRAMS. 5,000

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

ATHLETES FOR LIFE FOUNDATION

5662 CALLE REAL BOX 170
GOLETA,CA93117 		NONE NON-PROFIT YOUTH FOOTBALL CAMP 25,000

BALBOA ISLAND MUSEUM

210-B MARINE AVENUE
BALBOA ISLAND,CA92662 		NONE NON-PROFIT TO PRESERVE BALBOA ISLAND HERITAGE & ITS SENSE OF COMMUNITY 4,000

BILETNIKOFF FOUNDATION

7080 DONLON WAY 126
DUBLIN,CA94568 		NONE NON-PROFIT TO PROVIDE INDOOR & OUTDOOR EDUCATION & ALCOHOL COUNSELLING & VIOLENCE PREVENTION PROGRAMS FOR CHILDREN. 5,000

BLUE LINE BEARS INC

3032 SANTA BARBARA BLVD UNIT 209
CAPE CORAL,FL33914 		NONE NON-PROFIT TO HELP CHILDREN OF FALLEN LAW ENFORCEMENT OFFICER TO COPE WITH LOSS OF A PARENT 11,000

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 10,000

BREAST CANCER ANGELS

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


1551 N TUSTIN AVE STE 900
SANTA ANA,CA92705 		NONE NONE BOOKS FOR FALL SEMESTER 595

CARE INC

151 ELLIS STREET NE
ATLANTA,GA30303 		NONE NON-PROFIT WORKS AROUND THE GLOBE TO SAVE LIVES, DEFEAT POVERTY, & ACHIEVE SOCIAL JUSTICE. 5,000

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

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. 60,000

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. 10,000

CHICO STATE UNIVERSITY FOUNDATION

400 W FIRST STREET
CHICO,CA95929 		NONE EDUCATION INSTITUTIO SCHOLARSHIP PROGRAM 10,000

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

CITY OF HOPE

1500 E DUARTE ROAD
DUARTE,CA91010 		NONE NON-PROFIT PROVIDING CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER. 174,167

CODE READ

17056 CANVAS ST
CANYON COUNTRY,CA91387 		NONE NON-PROFIT TO HELP PEOPLE WITH DYSLEXIA TO BE UNDERSTOOD, EMPOWERED & TO HAVE EQUAL ACCESS TO OPPORTUNITY 3,000

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. 56,000

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

DECATUR POLICE ROTARY FOUNDATION

PO BOX 845
DECATUR,GA30031 		NONE NON-PROFIT COMMUNITY SERVICE ORGANIZATION. 10,000

DESERT HOT SPRINGS COMMUNITY TASK FORCE

12991 ACACIA AVE
DESERT HOT SPRINGS,CA91351 		NONE NON-PROFIT FAMILY & MARRIAGE COUNSELING. 5,000

DISCOVERY CHILDREN'S MUSEUM

360 PROMENADE PLACE
LAS VEGAS,NV89106 		NONE NON-PROFIT TO IGNITE A LIFELONG LOVE OF LEARNING BY ENGAGING IN PLAYFUL & EDUCATIONAL EXPERIENCES. 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

EMANATE HEALTH FOUNDATION

140 W COLLEGE ST
COVINA,CA91722 		NONE NON-PROFIT FUND DEVELOPMENT PROGRAMS FORM EMANATE HEALTH MEDICAL CENTER, PRESBYTERIAN HOSPITAL & 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 8,500

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS ROAD
KANSAS CITY,MO64129 		NONE NON-PROFIT CHRISTIAN MINISTRY TO ATHLETES AND COACHES 30,000

FOSTER ARMY ANIMAL RESCUE

3564 CENTRAL AVE STE C-1
RIVERSIDE,CA92506 		NONE NON-PROFIT TO CREATE A SAFE HAVEN FOR HOMELESS PETS, PROVIDING FOSTER HOMES, MEDICAL CARE & BEHAVIORAL SUPPORT. 5,000

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 35,000

HOAG HOSPITAL FOUNDATION

330 PLACENTIA AVE
NEWPORT BEACH,CA92663 		NONE NON-PROFIT ADVANCING THE MISSION OF HOAG MEMORIAL HOSPITAL THROUGH MEANINGFUL & INSPIRATIONAL PHILANTHROPIC PARTNERSHIPS 77,500

HOMEMORE PROJECT INC

1600 BRYANT ST 411447
SAN FRANCISCO,CA94141 		NONE NON-PROFIT TO UPLIFT THE HOMELESS COMMUNITY IN CALIFORNIA BY FOCUSING ON THE CENTRALIZATION OF RESOURCES & PROVINDING SOLUTIONS TO ONGOING CRISIS. 3,500

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 ST
GARDEN GROVE,CA92645 		NONE NON-PROFIT TO HONOR OUR FALLEN MILITARY AND SUPPORT THOSE THAT WERE LEFT BEHIND 45,000

KITTEN RESCUE

3519 CASITAS AVE
LOS ANGELES,CA90039 		NONE NON-PROFIT DEVOTED TO SAVING CATS & KITTENS FROM EUTHANAZIA, ABANDONMENT, CRUELTY & NEGLECT. 25,000

KLINE VETERANS FUND

7881 W CHARLESTON BLVD STE 165
LAS VEGAS,NV89117 		NONE NON-PROFIT PROVIDES EMERGENCY HOUSING ASSISTANCE & SUPPORTIVE SERVICES TO HOMELESS & AT-RISK VETERANS & THEIR FAMILIES IN S. NEVADA. 10,000

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

LAW ENFORCEMENT UNITED

PO BOX 14097
CHESAPEAKE,VA23325 		NONE NON-PROFIT TO RAISE AWARENESS OF LAW ENFORCEMENT OFFICERS WHO HAVE DIED IN THE LINE OF DUTY & SUPPORT SURVIVORS LEFT BEHIND. 15,000

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. 2,000

LINCOLN TRAINING CENTER

2643 LOMA AVENUE
SOUTH EL MONTE,CA91733 		NONE NON-PROFIT TO IMPROVE QUALITY OF LIFE FOR INDIVIDUALS WITH DISADVANTAGES OR DEVELOPMENTAL DISABILITIES. 40,000

LUCKY ONES RANCH

5067 BRYANT RD
VACAVILLE,CA95688 		NONE NON-PROFIT ANIMAL RESCUE & SACTUARY MEMBERS OF THE COMMUNITY CAN HAVE A THERAPEUTIC & EDUCATION EXPERIENCE WITH RESCUED ANIMALS. 6,815

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. 65,000

MCL-SCD SUPPORT BATTALIAN

PO BOX 3775
SAN CLEMENTE,CA92674 		NONE NON-PROFIT TO PRESERVE & SUPPORT THE INTEREST OF THE US MARINE CORPS PROVIDING AID & ASSISTANCE TO ALL MARINES, FORM MARINES & THEIR FAMILIES. 30,000
MEGAN O'GRADY


12101 UNIVERSITY BLVD UNIT 2304D
ORLANDO,FL32817 		NONE INDIVIDUAL SCHOLARSHIP FOR COLLEGE TUITION 2,500

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 20,000

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. 125,044

MORE PRECIOUS THAN RUBIES MINISTRY

306 N HWY 101
CHICO,TX76431 		NONE NON-PROFIT TO SUPPORT WOMAN & CHILDREN IN NEED IN WISE COUNTY. 5,000

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. 20,000

ONEOC

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

OPERATION RESILIENCE

2365 MICA ROAD
CARLSBAD,CA92009 		NONE NON-PROFIT TO SERVE THOSE WHO HAVE SERVCIE BY SUPPORTING THE TRANSITION, RESILIENCE & LONG-TER WELL-BEING OF THE WARFIGHTER COMMUNITY. 30,200

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 8,046

PREGNANT MARE RESCUE

PO BOX 962
APTOS,CA95001 		NONE NON-PROFIT HORSE SACTUARY COMMITTED TO RESCUING PREGNANT MARES & ORPHAN FOALS FROM ABUSE. 5,000

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 10,000

REFUGE FOR WOMEN

342 WALLER AVENUE STE D
LEXINGTON,KY40504 		NONE NON-PROFIT PROVIDES HOUSING, COUNSELING & LIFE & WORK SKILLS TRAINING FOR WOMEN WHO DESIRE TO LEAVE THE ADULT SEX & ENTERTAINMENT INDUSTRY. 5,000
REYNA PEREZ


1551 N TUSTIN AVE STE 900
SANTA ANA,CA92705 		NONE NON-PROFIT TO PROVIDE ASSISTANCE IN VOCATIONAL COUNSELING, GUIDANCE AND TESTING 19,200

RICHARD NIXON FOUNDATION

18001 YORBA LINDA BLVD
YORBA LINDA,CA92886 		NONE NON-PROFIT ENCOURAGE & SUPPORTS SCHOLARSHIPS, SPONSORS IN-PERSON & ONLINE PROGRAMS THAT ENGAGE THE PUBLIC WITH AMERICAN CIVICS. 15,000

SAMFORD UNIVERSITY

1201 WEST RIVER PARKWAY SUITE 200
MINNEAPOLIS,MN55454 		NONE EDUCATION INSTITUTIO PROVIDE TUITION FOR FINLEY HEAL FOR THE 2024-2025 SCHOOL YEAR. 18,500

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

ST JOSEPH HOSPITAL FOUNDATION

992 N VILLAGE AVE
ROCKVILLE CTR,NY11570 		NONE NON-PROFIT CATHOLIC HEALTH CARE TO THE COMMUNITIES. 265,000

SANBAR SANCTUARY

9003 RESEDA BLVD SUITE 208
NORTHRIDGE,CA91324 		NONE NON-PROFIT TO IMPROVE THE LIVES OF DOMESTIC VIOLENCE VICTIMS & ABUSED, NEGLECTED OR ELDERLY HORSES. 5,000

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

SANTA FE SPRINGS FIRE FOUNDATION

11300 GREENSTONE AVE
SANTA FE SPRINGS,CA90670 		NONE NON-PROFIT TO SUPPORT THE FIRE DEPARTMENT & ENHANCE PUBLICE SAFETY WITHIN THE SANTA FE SPRINGS COMMUNITY. 12,000

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

SHELBY WESLEYAN CHURCH

54 N STATE ST
SHELBY,MI49455 		NONE RELIGIOUS INSTITUTIO IN MEMORY OF MARGARET HUSTON 2,000

SHERMAN LIBRARY AND GARDENS

2647 EAST COAST HIGHWAY
CORONA DEL MAR,CA92625 		NONE NONE GENERAL DONATION 20,500

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 30,000

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 35,000

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 23,000

UNIVERSITY OF CENTRAL FLORIDA

4000 CENTRAL FLORIDA VLVD
ORLANDO,FL32816 		NONE EDUCATION INSTITUTIO SCHOLARSHIP PROGRAM 1,100

VANGUARD UNIVERSITY

55 FAIR DRIVE
COSTA MESA,CA92626 		NONE EDUCATION INSTITUTIO SCHOLARSHIP PROGRAM 5,649

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 87,000

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 10,000

WEST COAST UNIVERSITY

1477 MANCHESTER AVE
ANAHEIM,CA92802 		NONE EDUCATION INSTITUTIO SCHOLARSHIP PROGRAM 25,619

WISE COUNTY CHRISTIAN COUNSELING

1650 S FM 51 400
DECATUR,TX76234 		NONE NON-PROFIT PROVIDES PROFESSIONAL COUNSELING TO CHILDREN, TEENS & ADULTS 7,500

UNIQUE EDUCATIONAL EXPERIENCES

2601 E SPRING STREET
LONG BEACH,CA90806 		NONE NONE AVIATION SUMMER CAMP IN LONG BEACH FOR LANA WHITE 10,000

US FOR WARRIORS FOUNDATION

1690 W FRONTAGE ROAD STE 201
CHULA VISTA,CA91911 		NONE NON-PROFIT HELP WARRIORS & THEIR FAMILIES TO REACH A POINT OF SELF-RELIANCE THAT ALLOWS THEM TO ASPIRE FOR THEIR DREAMS. 2,000

VETERANS TRANSITION CENTER OF CALIFORNIA

220 12TH STREET MARTINEZ HALL
MARINA,CA93933 		NONE NON-PROFIT TO EMPOWER VETERANS TO MOVE FROM CRISIS TO SELF-SUFFICIENCY & PROVIDE AFFORDABLE HOUSING WITH PRIORITY FOR VETERANS. 4,400

VETS BEYOND THE UNIFORM FOUNDATION

6016 RANCHO BRAVADO
CARLSBAD,CA92009 		NONE NON-PROFIT TO REDUCE VETERAN UNEMPLOYMENT, SUPPORT MILITARY SPOUSES IN THEIR CAREER PURSUITES, REDUCE THE NUMBER OF VETERAN SUICIDES & MENTOR EMPLOYERS. 3,500

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. 135,690

VICTORY CHRISTIAN ACADEMY

4585 BADGER ROAD
SANTA ROSA,CA95409 		NONE EDUCATION INSTITUTIO TO PROVIDE FAMILIES THE OPPPORTUNITY TO SEND THEIR CHILDREN TO A KINDERGARTEN THROUGH HIGH SCHOOL PROGRAM THAT TEACHES CHILDREN WITH A BIBLICAL WORLD VIEW. 2,500

WESTMONT COLLEGE

955 LA PAZ ROAD
SANTA BARBARA,CA93108 		NONE EDUCATION INSTITUTIO TUITION FOR BOB NEHRIG - UNDERGRADUATE, RESIDENTIAL CHRISTIAN LIBERAL ARTS COLLEGE. 19,330

ZONTA FOUNDATION FOR WOMEN

1200 HARGER ROAD 330
OAK BROOK,IL60523 		NONE NON-PROFIT TO SUPPORT THE CHARITABLE & EDUCATIONAL PROGRAMS OF ZONTA INTERENATIONAL TO PROVIDE GREATER SERVICES TO WOMEN & GIRLS THROUGHOUT THE WORLD. 5,000

BAYLOR UNIVERSITY

ONE BEAR PLACE
WACO,TX76706 		NONE EDUCATION INSTITUTIO SCHOLARSHIP TOWARDS TUITION FOR COOPER LARKIN FOR THE 2024-2025 ACADEMIC YEAR. 10,000

CALIFORNIA BAPTIST UNIVERSITY

8432 MAGNOLIA AVENUE
RIVERSIDE,CA92504 		NONE EDUCATION INSTITUTIO SCHOLARSIP TOWARDS TUITION FOR HANNAH JOYAL FOR THE 2024-2025 ACADEMIC YEAR. 14,000

EL TORO MEMORIAL PARK

25751 TRABUCO ROAD
LAKE FOREST,CA92630 		NONE CEMETARY ASSIST IN FUNERAL EXPENSES FOR HIT AND RUN VICTIM. 3,000

DECATUR POLICE DEPARTMENT

1601 S CHURCH ST
DECATUR,TX76234 		NONE NONE SUPPORT FOR THE ANNUAL GOLF TOURNAMENT FUNDRAISER. 800

LUNDQUIST INSTITUTE

1124 W CARSON ST MRL BLDG
TORRANCE,CA90502 		NONE EDUCATION INSTITUTIO TO ENGAGE IN BIOMEDICAL RESEARCH, EDUCATE & PROVIDE COMMUNITY HEALTH SERVICES 200,000

NEURO FIT 360

10062 GRIFFIN ROAD
COOPER CITY,FL33328 		NONE NONE TO PROVIDE PHYSICAL THERAPY FOR SETH SMITH 8,145
AIDAN MIGLIORI


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
AIDEN MAESTAS


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
ANNA JANDA


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
ANNE CHEN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
ARIETTA GOSHTASBY


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
AURIYON KHOSRAVI


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
CHANDLER GREEN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
DAEGAN PASQUALETTO


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
ELIZABETH BIBONA


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
ELNAZ ROSHANNAI


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
EMMA LESIEUR


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
EMMA SCHEUMANN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
ETHAN CHEN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
FINLEY HEAL


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 1,846
GAVIN APPLEDORN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
GAVIN DODMAN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
HAILEY NGUYEN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
ISABELLE GOODMAN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
JAMES KAMEL


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE NONE SCHOLARSHIP 300
KAITLYN NGUYEN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
KAMRAN ANSARI


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
KATE STAKE


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
LILLIA EDALAT


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
LOGAN HARDY


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
LUCY WOLTER


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
MAX RAZMJOO


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
MILLANA AGUILAR


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
NAYAN PETRIME


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
OWEN PHILLIPS


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
PEYTON VOVAN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
QUINN BARTLETT


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
RISHI SHARMA


6317 CAPRICORN AVE
AGOURA HILLS,CA91301 		NONE N0NE TO ASSIST IN INVERVIEWING & DOCUMENTING ALL REMAINING WWII VETERANS STORIES. 50,000
RUBY BRENNAN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
SOFIA DEL VILLAR


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
SOPHIA CHEN


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
TAKESHI CHANG


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
TRENT SMITH


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
TRINITY HANSON


1551 N TUSTIN AVE STE 900
SANTA ANA,CA92705 		NONE N0NE TRANSPORTATION EXPENSES 583
WADE PARZICK


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
WALKER VAICEK


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300
WYNNE YOUNG


4343 VON KARMAN AVE STE 150-W
NEWPORT BEACH,CA92660 		NONE N0NE SCHOLARSHIP 300

CHP 11-99 FOUNDATION

3188 AIRWAY AVENUE STE C
COSTA MESA,CA92626 		NONE NON-PROFIT PROVIDING BENEFITS TO EMPLOYEES OF THE CALIFORNIA HIGHWAY PATROL & AWARDING SCHOLARSHIPS TO THEIR DEPENDENTS. 10,000
Total .................................right arrow 3a 2,784,448
bApproved for future payment

ST JOSEPH HOSPITAL FOUNDATION
992 N VILLAGE AVE
ROCKVILLE CTR,NY11570 		NONE NON-PROFIT TO SUPPORT THE CARDIOVASCULAR CATH LAB 750,000
Total ................................. right arrow 3b 750,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 876  
4 Dividends and interest from securities ....     14 1,483,633  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 79,868  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 769,100  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 795,985  
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 3,129,462 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,129,462
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
STANLEY W EKSTROM FOUNDATION INC
 
Employer identification number

20-3198081
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
STANLEY W EKSTROM FOUNDATION INC
  		Employer identification number
20-3198081
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
EKSTROM ADMINISTRATIVE TRUST
1329 POTRERO AVENUE
 
SOUTH EL MONTE, CA91733

$ 20,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
STANLEY W EKSTROM FOUNDATION INC
  		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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
STANLEY W EKSTROM FOUNDATION INC
  		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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 101,260 0   25,315

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

TY 2024 DepreciationSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
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 2016-08-01 677,680 134,665 SL 39.000000000000 17,376 17,376    
LAND 2016-08-01 182,320   L   0 0    
OFFICE EQUIPMENT 2016-01-01 6,438 6,438 SL 3.000000000000 0 0    

TY 2024 InvestmentsCorpStockSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB - EQUITIES 25,504,785 25,504,785

TY 2024 InvestmentsLandSchedule2
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 677,680 152,041 525,639  
LAND 182,320 0 182,320  

TY 2024 InvestmentsOtherSchedule2
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CHARLES SCHWAB - MUTUAL FUNDS/PTPS FMV 26,510,151 26,510,151

TY 2024 LegalFeesSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 86,782 0   0


TY 2024 OtherAssetsSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN PARTNERSHIPS 1,584,856 1,596,566 1,596,566


TY 2024 OtherExpensesSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 3,395 0   0
WEB SITE DESIGN 3,600 0   0
EXPENSE REIMBURSEMENT 13,485 0   0
AG COMPLIANCE 2,658 0   0
PENALTIES 53 0   0


TY 2024 OtherIncomeSchedule2
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BROTHERS REALTY, LLC 353,775 340,490 353,775
CIF-NC, LLC 12,887 12,887 12,887
CIF NOTE RECEIVABLE INTEREST 140,056 140,056 140,056
NUSTAR ENERGY, LP 4,352 0 4,352
ENERGY TRANSFER LP 24,480 0 24,480
ENTERPRISE PRODUCTS PARTNERS LP 124,800 0 124,800
CARDCO, LLC 101,279 97,427 101,279
SUNOCO LP 7,471 0 7,471


TY 2024 OtherIncreasesSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Description Amount
UNREALIZED APPRECIATION OF ASSETS 2,249,091


TY 2024 OtherLiabilitiesSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 14,637 8,910


TY 2024 OtherProfessionalFeesSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 1,118 1,118   0


TY 2024 TaxesSchedule
Name:
STANLEY W EKSTROM FOUNDATION INC
EIN:
20-3198081
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 16,728 0   0
FEDERAL TAXES (990-PF) 40,884 0   0
OTHER TAXES & FEES 609 0   0
PAYROLL TAXES 6,499 0   0