STEWART FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FOUNDATION (EIN 95-4646884)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202233189349104328
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:25:06-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD R NYHUS JR & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 SAN VICENTE BLVD 310 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954646884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WARD R NYHUS JR & CO | InCareOfNm |
| Business Name Control | STEW | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3260 Hutton Drive | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY PAUL | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 3102852326 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | PAUL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARD R NYHUS JR | PreparerPersonNm |
| PTIN | P01325619 | PTIN |
| Phone | 3102071186 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,591,598 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,733,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $459,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42,598 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $595,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $580,232 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,694 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,847 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,847 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,670 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,777 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,777 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,922 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $456,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $347,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $139,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,995 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,128,491 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,266,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,506,603 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,212,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,351,452 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,591,598 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,212,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,351,452 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,212,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,351,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,212,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,351,452 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,212,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $139,424 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,351,864 | SubtotalAmt |
| Other Decreases | $412 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,351,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (91 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 7500 BCS CIAUTO KHC | P | 2018-07-27 | 2021-07-30 | $48,876 | $75,000 | -$26,124 | -$26,124 |
| 6000 HSBC JUMP VIAC | P | 2020-06-23 | 2021-07-15 | $88,794 | $60,000 | $28,794 | $28,794 |
| 5000 BCS CI AUTO PYPL, | P | 2021-04-16 | 2021-07-21 | $50,000 | $50,000 | ||
| 6000 UBS CIAUTO AXP | P | 2021-03-26 | 2021-07-01 | $60,000 | $60,000 | ||
| 6000 GS CIAUTO AAPL | P | 2021-03-01 | 2021-09-07 | $60,000 | $60,000 | ||
| 6000 JPM JUMP MAT | P | 2020-07-31 | 2021-10-04 | $84,714 | $60,000 | $24,714 | $24,714 |
| 5000 UBS CI AUTO MET | P | 2021-07-15 | 2021-10-20 | $50,000 | $50,000 | ||
| 10000 GS CIAUTO XOP | P | 2019-07-31 | 2021-11-03 | $100,000 | $100,000 | ||
| 5000 BCS CIAUTO QCOM | P | 2021-02-08 | 2021-11-12 | $50,000 | $50,000 | ||
| 5000 JPM CIAUTO AXP | P | 2021-08-24 | 2021-11-30 | $50,000 | $50,000 | ||
| 5000 UBS CIAUTO AXP | P | 2021-11-26 | 2022-03-03 | $50,000 | $50,000 | ||
| 6000 GS JUMP UBS | P | 2021-04-30 | 2022-05-12 | $66,000 | $60,000 | $6,000 | $6,000 |
| 47 APPLIED MATERIALS INC | P | 2019-01-14 | 2021-07-19 | $5,966 | $1,607 | $4,359 | $4,359 |
| 34 CHARLES RIVER LABS INTL | P | 2020-05-06 | 2021-07-02 | $12,877 | $4,883 | $7,994 | $7,994 |
| 47 MASCO CORP | P | 2016-07-19 | 2021-08-05 | $2,830 | $1,585 | $1,245 | $1,245 |
| 11 THE SCOTTS MIRACLE-GRO | P | 2019-03-25 | 2021-08-05 | $1,793 | $853 | $940 | $940 |
| 0.5 RAYMOND JAMES FINCL INC | P | 2016-07-19 | 2021-09-22 | $47 | $18 | $29 | $29 |
| 100 APPLIED MATERIALS INC | P | 2019-01-14 | 2021-10-08 | $12,720 | $3,419 | $9,301 | $9,301 |
| 21 CHARLES RIVER LABS | P | 2017-03-29 | 2021-10-01 | $8,759 | $2,529 | $6,230 | $6,230 |
| 144 CSX CORP | P | 2016-07-19 | 2021-10-20 | $4,954 | $1,352 | $3,602 | $3,602 |
| 12 SYNOPSYS INC | P | 2016-07-19 | 2021-10-11 | $3,496 | $658 | $2,838 | $2,838 |
| 80 TJX COS INC | P | 2016-07-19 | 2021-10-20 | $5,171 | $3,172 | $1,999 | $1,999 |
| 109 APPLIED MATERIALS INC | P | 2019-01-14 | 2021-12-30 | $17,396 | $3,727 | $13,669 | $13,669 |
| 149 ON SEMICONDUCTOR CORP | P | 2016-07-19 | 2021-12-30 | $10,198 | $1,424 | $8,774 | $8,774 |
| 64 XILINX INC | P | 2016-07-19 | 2021-12-30 | $13,859 | $3,062 | $10,797 | $10,797 |
| 0.617 ADVANCED MICRO DEVICES | P | 2016-07-19 | 2022-02-15 | $75 | $17 | $58 | $58 |
| 0.786 WEBSTER FINCL CORP | P | 2016-07-19 | 2022-02-01 | $47 | $29 | $18 | $18 |
| 170 ADVANCED MICRO DEVICES | P | 2016-07-19 | 2022-03-17 | $18,722 | $4,720 | $14,002 | $14,002 |
| 10 CF INDUSTRIES HOLDINGS | P | 2020-04-13 | 2022-03-22 | $1,002 | $297 | $705 | $705 |
| 11 FACTSET RESEARCH SESTEMS | P | 2016-01-09 | 2022-03-22 | $4,791 | $1,833 | $2,958 | $2,958 |
| 319 NOV INC | P | 2018-01-22 | 2022-03-22 | $6,203 | $11,107 | -$4,904 | -$4,904 |
| 260 CF INDUSTRIES HOLDINGS INC | P | 2016-07-19 | 2022-04-25 | $24,713 | $7,630 | $17,083 | $17,083 |
| 11 ALBEMARBLE CORP | P | 2018-09-10 | 2022-05-18 | $2,600 | $1,073 | $1,527 | $1,527 |
| 18 ALEXANDRIA REAL ESTATE EQ | P | 2016-07-19 | 2022-05-26 | $2,933 | $1,850 | $1,083 | $1,083 |
| 25 ATMOS ENERGY GP | P | 2019-05-03 | 2022-05-18 | $2,800 | $2,573 | $227 | $227 |
| 51 BLACK KNIGHT INC | P | 2016-07-19 | 2022-05-18 | $3,609 | $1,953 | $1,656 | $1,656 |
| 12 CHARLES RIVER LABS | P | 2017-03-29 | 2022-05-26 | $2,759 | $1,074 | $1,685 | $1,685 |
| 43 CONTINENTAL RESOURCES INC | P | 2016-07-19 | 2022-05-18 | $2,521 | $1,968 | $553 | $553 |
| 28 D R HORTON | P | 2016-07-19 | 2022-05-26 | $2,030 | $952 | $1,078 | $1,078 |
| 26 EASTMAN CHEMICAL CO | P | 2016-07-19 | 2022-05-26 | $2,804 | $1,860 | $944 | $944 |
| 3 ESSEX PROPERTT TRUST | P | 2019-03-08 | 2022-05-18 | $867 | $850 | $17 | $17 |
| 192 FLEXTRONICS INTL LTD | P | 2016-07-19 | 2022-05-26 | $3,179 | $2,488 | $691 | $691 |
| 24 GLOBAL PAYMENT INC | P | 2016-07-19 | 2022-05-26 | $3,085 | $1,842 | $1,243 | $1,243 |
| 8 HUMANA INC | P | 2016-07-19 | 2022-05-18 | $3,349 | $1,209 | $2,140 | $2,140 |
| 13 HUNTINGTON INGALLS IND | P | 2019-03-25 | 2022-05-18 | $2,634 | $2,637 | -$3 | -$3 |
| 39 INTERCONTINENTAL EXCHANGE | P | 2016-07-19 | 2022-05-26 | $3,876 | $2,058 | $1,818 | $1,818 |
| 33 KEYCORP INC | P | 2016-07-19 | 2022-05-26 | $655 | $386 | $269 | $269 |
| 14 LABORATORY CP AMER HLDGS | P | 2019-03-25 | 2022-05-18 | $3,402 | $2,147 | $1,255 | $1,255 |
| 25 NORTHERN TRUST CO | P | 2019-03-25 | 2022-05-26 | $2,736 | $2,201 | $535 | $535 |
| 58 ON SEMICONDUCTOR CORP | P | 2016-07-19 | 2022-05-26 | $3,421 | $554 | $2,867 | $2,867 |
| 40 ONEOK INC | P | 2018-02-09 | 2022-05-18 | $2,585 | $1,723 | $862 | $862 |
| 31 PROGRESSIVE CORP | P | 2016-07-19 | 2022-05-26 | $3,629 | $1,016 | $2,613 | $2,613 |
| 29 RAYMOND JAMES FINCL | P | 2016-07-19 | 2022-05-18 | $2,672 | $1,021 | $1,651 | $1,651 |
| 12 SNAP-ON INC | P | 2016-07-19 | 2022-05-18 | $2,606 | $1,912 | $694 | $694 |
| 49 STIFEL FINL CORP | P | 2019-03-25 | 2022-05-18 | $2,950 | $1,664 | $1,286 | $1,286 |
| 12 SYNOPSYS INC | P | 2016-07-19 | 2022-05-26 | $3,664 | $658 | $3,006 | $3,006 |
| 53 WEBSTER FINCL CORP | P | 2019-03-25 | 2022-05-18 | $2,463 | $2,285 | $178 | $178 |
| 22 D R HORTON | P | 2021-08-05 | 2022-05-26 | $1,595 | $2,113 | -$518 | -$518 |
| 123 SWITCH INC | P | 2021-06-03 | 2022-05-18 | $4,116 | $2,431 | $1,685 | $1,685 |
| 81 CONTINENTAL RESOURCES INC | P | 2016-07-19 | 2022-06-17 | $5,240 | $3,706 | $1,534 | $1,534 |
| 1636 SWITCH INC CL A | P | 2021-06-03 | 2022-06-17 | $53,927 | $32,329 | $21,598 | $21,598 |
| 0.625 GENERAL ELECTRIC | P | 1998-08-05 | 2021-08-02 | $65 | $145 | -$80 | -$80 |
| 239 BLACKSTONE GROUP IN CL A | P | 2016-10-13 | 2021-09-24 | $29,890 | $5,174 | $24,716 | $24,716 |
| 114 NVDIA CORP | P | 2018-10-23 | 2021-09-24 | $25,103 | $6,291 | $18,812 | $18,812 |
| 755 EXXON MOBIL CORP | P | 2009-12-24 | 2021-11-05 | $49,211 | $53,712 | -$4,501 | -$4,501 |
| 85 NVDIA CORP | P | 2018-10-23 | 2021-11-24 | $27,532 | $4,691 | $22,841 | $22,841 |
| 82 APPLE INC | P | 2013-01-15 | 2021-12-07 | $14,010 | $1,442 | $12,568 | $12,568 |
| 13 NVDIA CORP | P | 2018-10-23 | 2021-12-08 | $4,135 | $717 | $3,418 | $3,418 |
| 45 QUALCOMM INC | P | 2020-04-17 | 2021-12-07 | $8,250 | $3,507 | $4,743 | $4,743 |
| 312 PAYPAL HLDGS | P | 2021-04-30 | 2021-12-13 | $58,492 | $80,687 | -$22,195 | -$22,195 |
| 200 ABBVIE INC | P | 2018-04-06 | 2022-01-28 | $27,322 | $16,113 | $11,209 | $11,209 |
| 34 AIR PROD & CHEM | P | 2009-11-24 | 2022-01-05 | $10,374 | $2,566 | $7,808 | $7,808 |
| 4 ALPHABETH INC CL C | P | 2009-11-24 | 2022-01-28 | $10,524 | $1,162 | $9,362 | $9,362 |
| 59 APPLE INC | P | 2013-01-15 | 2022-01-28 | $9,864 | $1,037 | $8,827 | $8,827 |
| 147 EATON CORP | P | 2015-03-02 | 2022-01-14 | $24,815 | $8,631 | $16,184 | $16,184 |
| 80 QUALCOMM INC | P | 2020-03-16 | 2022-01-05 | $14,982 | $5,437 | $9,545 | $9,545 |
| 158 AFLAC INC | P | 2021-02-22 | 2022-01-24 | $9,457 | $7,779 | $1,678 | $1,678 |
| 13 BLACKSTONE INC | P | 2021-02-22 | 2022-01-28 | $1,583 | $898 | $685 | $685 |
| 304 3M CO | P | 2004-10-29 | 2022-02-24 | $43,047 | $36,095 | $6,952 | $6,952 |
| 6 APPLE INC | P | 2013-01-15 | 2022-02-08 | $1,047 | $105 | $942 | $942 |
| 545 BEST BUY CO | P | 2021-02-25 | 2022-02-11 | $54,402 | $55,959 | -$1,557 | -$1,557 |
| 7 PALO ALTO NETWORKS | P | 2021-02-22 | 2022-04-14 | $4,391 | $2,688 | $1,703 | $1,703 |
| 49 MSCI INC | P | 2016-07-16 | 2022-02-28 | $24,600 | $4,002 | $20,598 | $20,598 |
| 839 DUCK CREEK TECHNOLOGIES | P | 2021-02-23 | 2022-03-23 | $18,661 | $41,632 | -$22,971 | -$22,971 |
| 105 MSCI INC | P | 2016-07-19 | 2022-03-30 | $53,343 | $8,575 | $44,768 | $44,768 |
| 471 CDW CORP | P | 2016-07-19 | 2022-04-19 | $81,199 | $19,601 | $61,598 | $61,598 |
| 365.3 ASPEN TECHNOLOGY | P | 2016-07-19 | 2022-05-17 | $32,062 | $15,438 | $16,624 | $16,624 |
| 178 BERKLEY W R CORP | P | 2020-09-04 | 2022-05-06 | $12,120 | $7,485 | $4,635 | $4,635 |
| 10 COPART INC | P | 2017-07-03 | 2022-05-06 | $11,039 | $3,210 | $7,829 | $7,829 |
| 51 NORDSON CP | P | 2016-07-19 | 2022-05-06 | $10,683 | $4,383 | $6,300 | $6,300 |
| 163 THOR INDUSTRIES | P | 2018-06-04 | 2022-06-28 | $12,673 | $15,515 | -$2,842 | -$2,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $459,454 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,560 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,560 | SubtotalAmt |
| Tax Based On Investment Income | $6,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $40 | OverpaymentAmt |
| Applied To ES Tax | $40 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD R NYHUS JR & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102071186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 SAN VICENTE BLVD 310 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL H MCLEAN | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | OFFICER | 0 | $52,000 | $0 | $0 |
| KELLY STEWART HARCOURT | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | OFFICER | 0 | $0 | $0 | $0 |
| JUDY STEWART MERRILL | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | OFFICER | 0 | $0 | $0 | $0 |
| GREGORY M PAUL | ||||||||
| 3260 Hutton Drive | Beverly Hills | CA | 90210 | OFFICER | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,985,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,126,622 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,126,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,019,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $350,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $350,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,560 | TotalTaxAmt |
| Distributable Before Adj | $344,426 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $344,426 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $344,426 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $347,922 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $347,922 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $344,426 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,595 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $347,922 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,595 | AppliedToYear1Amt |
| Applied To Current Year | $329,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $15,099 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JAMES M STEWART MUSEUM FOUNDATION | |||||||
| PO BOX 1 | INDIANA | PA | 15701 | NONE | 501(C)3 | MUSEUM | $25,000 |
| VIP EDUCATION FUND | |||||||
| 1802 E THOMAS ROAD SUITE 15 | PHOENIX | AZ | 85016 | NONE | 501(C)3 | EDUCATION | $15,000 |
| HEARTLAND FILM FESTIVAL | |||||||
| 200 S MERIDIAN STREET 220 | INDIANAPOLIS | IN | 46225 | NONE | 501(C)3 | CHARITABLE | $30,000 |
| FAUNA & FLORA INTERNATIONAL INC | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | CHARITABLE | $20,000 | |
| FACE FORWARD INC | |||||||
| 9735 WILSHIRE BLVD 300 | BEVERLY HILLS | CA | 90212 | NONE | CHARITABLE | $25,000 | |
| MAYO CLINIC | |||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | NONE | CHARITABLE | $15,000 | |
| WILD EARTH ALLIES | |||||||
| 2 WISCONSIN CIRCLE SUITE 900 | CHEVY CHASE | MD | 20815 | NONE | CHARITABLE | $30,000 | |
| THE KASIISI PROJECT | |||||||
| 70 GILBERT STREET | WATERTOWN | MA | 02472 | CHARITABLE | $25,000 | ||
| WORLD SAVVY | |||||||
| 600 CALIFORNIA STREET 11TH FLOOR | SAN FRANCISCO | CA | 94108 | NONE | CHARITABLE | $10,000 | |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | CHARITABLE | $15,000 | |
| ENDANGER HEALTH | |||||||
| 505 9TH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | NONE | CHARITABLE | $35,000 | |
| GORILLA DOCTORSMGVP INC | |||||||
| PO BOX 356 | DAVIS | CA | 95617 | NONE | CHARITABLE | $15,000 | |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | CHARITABLE | $20,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | CHARITABLE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - MORGAN STANLEY | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $42,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $595,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $595,640 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,694 | Amt |
| Net Investment Income | $3,847 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,847 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,266,457 | EOYBookValueAmt |
| EOYFMV | $5,506,603 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIO PERIOD ADJUSTMENTS | Desc |
| Amt | $412 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CA REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME - MORGAN STANLEY | Desc |
| Revenue And Expenses Per Books | $42,598 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42,598 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $77,670 | Amt |
| Net Investment Income | $77,670 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. TREASURY | CategoryTxt |
| Amt | $13,777 | Amt |
| Net Investment Income | $13,777 | NetInvestmentIncomeAmt |
Comments