STANLEY W EKSTROM FOUNDATION INC: Form 990PF, tax year 2021
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- Organization
- STANLEY W EKSTROM FOUNDATION INC (EIN 20-3198081)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349104923
- 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
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:44:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 TECHNOLOGY DRIVE SUITE 100 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926185307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203198081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY W EKSTROM FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SILVERSTEIN & HUSTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 7145472462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 S PARKER ST 5500 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN A SILVERSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7145472511 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | SILVERSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID C JORGENSEN | PreparerPersonNm |
| PTIN | P00147911 | PTIN |
| Phone | 7145583236 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $61,245,602 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $117,098 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,214 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,259,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,120,645 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $84,252 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $84,252 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $66,876 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $395,904 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,289,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $401,800 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,385,742 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,452,389 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,242,699 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,069,300 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $79,314 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | -$19,787 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $140,650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,162 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,081 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $170,986 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,328 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,376 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $17,376 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $57,081 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $510,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,767,907 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,934,574 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,277,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,962,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,964,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,034,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,052,888 | CashBOYAmt |
| Cash EOY | $548,397 | CashEOYAmt |
| Cash EOYFMV | $548,397 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,016,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,808,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,808,186 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,262,055 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,347,914 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,262,055 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,262,055 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $63,400 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $29,224,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,075,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,075,292 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $860,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $99,913 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $777,463 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $760,087 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $760,087 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $9,077,349 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,165,649 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,165,649 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,438 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,438 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $4,928,061 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,625,936 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,625,936 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,488,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,245,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,245,602 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $666,666 | GrantsPayableBOYAmt |
| Grants Payable EOY | $499,999 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $128,695 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $666,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $628,694 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $48,821,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $60,616,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,821,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,616,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,488,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,245,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,821,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,964,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,830,768 | OtherIncreasesAmt |
| Subtotal | $60,616,908 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,616,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| STOCK SALES | 2015-08-20 | 2021-12-31 | $893,327 | $887,431 | $5,896 | $5,896 | |
| CAPITAL GAINS DIVIDENDS | $395,904 | $395,904 | $395,904 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $401,800 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $145,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $145,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $608 | EsPenaltyAmt |
| Overpayment | $18,815 | OverpaymentAmt |
| Applied To ES Tax | $18,815 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SWEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARYANNE OTHMER | IndividualWithBooksNm |
| Phone | 7145472511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 S PARKER ST STE 5500 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN A SILVERSTEIN | ||||||||
| 701 S PARKER STREET 5500 | ORANGE | CA | 92868 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| LAWRENCE C FELIX | ||||||||
| 1329 POTRERO AVENUE | SOUTH EL MONTE | CA | 91733 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,062,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,755,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,804,746 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,622,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,622,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $804,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,818,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,640,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,640,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,577 | TotalTaxAmt |
| Distributable Before Adj | $2,515,324 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,515,324 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,515,324 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,962,655 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,962,655 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,515,324 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $700,747 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $327,608 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,058,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,962,655 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,962,655 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $552,669 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $552,669 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $505,881 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $505,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $178,273 | ExcessFromYear3Amt |
| Excess From Year2 | $327,608 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN A SILVERSTEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 S PARKER STREET 5500 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7145472462 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE, ROLLING REVIEW OF APPLICATIONS SUBMITTED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1ST BATTALION 1ST MARINES FOUNDATION | |||||||||||||
| PO BOX 1216 | NEWPORT BEACH | CA | 92659 | NONE | NON-PROFIT | TO SUPPORT THE FAMILIES & MARINES OF THE 1ST BATTALION 1ST MARINES. | $10,000 | ||||||
| 3RD ASSAULT AMPHIBIAN BATTALION | |||||||||||||
| 25462 NELLIE GAIL RD | LAGUNA HILLS | CA | 92653 | NONE | NON-PROFIT | TO PROVIDE SUPPORT, COMFORT & ENCOURAGEMENT TO THE MARINES & THEIR FAMILIES | $25,000 | ||||||
| ACCELER8 EDUCATION PROGRAM | |||||||||||||
| 7190 W SUNSET BLVD 32G | LOS ANGELES | CA | 90046 | NONE | NON-PROFIT | PROVIDES SUBSTANTIVE ALTERNATIVES TO CRIME & SUBSTANCE ABUSE BY PROVIDING CURRICULUM ON AUTOMOTIVE FIELD. | $50,000 | ||||||
| ALLEGHENY COLLEGE | |||||||||||||
| 520 NORTH MAIN STREET | MEADVILLE | PA | 16335 | NONE | NON-PROFIT | SCHOLARSHIP | $7,000 | ||||||
| ALS FOUNDATION GOLDEN WEST CHAPTER | |||||||||||||
| PO BOX 565 | AGORA HILLS | CA | 91376 | NONE | NON-PROFIT | SO CAL RIDE TO DEFEAT ALS SPONSORSHIP | $5,000 | ||||||
| AMERICAN LEGION | |||||||||||||
| 215 15TH ST | NEWPORT BEACH | CA | 92663 | NONE | NON-PROFIT | TO PROMOTE THE PRINCIPLES AND POLICIES OF THE NATIONAL AMERICAN LEGION | $17,060 | ||||||
| ANABELLE MANDEL | |||||||||||||
| 1301 RIDGEVIEW TERRACE | FULLERTON | CA | 92631 | NONE | INDIVIDUAL | COLLEGE TUITION | $2,500 | ||||||
| ARMED SERVICES YMCA CAMP PENDLETON | |||||||||||||
| 200090 ASH ROAD | CAMP PENDLETON | CA | 92058 | NONE | NON-PROFIT | PROVIDE ACTIVITIES & SERVICES TO OUR MILITARY AND THEIR FAMILIES. | $60,000 | ||||||
| ASSISTANCE LEAGUE SADDLEBACK VALLEY | |||||||||||||
| 26111 ANTONIO PKWY 500 | RANCHO SANTA MARGARITA | CA | 92688 | NONE | NON-PROFIT | PROVIDES SERVICES TO CHILDREN, FAMILIES AND THE ELDERLY IN THE SADDLEBACK VALLEY COMMUNITIES | $10,000 | ||||||
| ASSISTING HANDS HOME CARE | |||||||||||||
| 881 DOVER DR SUITE 300 | NEWPORT BEACH | CA | 92663 | NONE | NONE | TO OFFER PERSONALIZED NON-MEDICAL SUPPORT SERVICES IN THE HOME, ASSISTING THE ELDERLY, DISABLED AND OTHERS. | $4,725 | ||||||
| ATHLETES FOR LIFE FOUNDATION | |||||||||||||
| 5662 CALLE REAL 170 | GOLETA | CA | 93117 | NONE | NON-PROFIT | NURTURE MENTAL & PHYSICAL SKILLS WHILE PROVIDING A STRONG MESSAGE ON LIVING AN ALCOHOL & DRUG-FREE LIFESTYLE. | $35,000 | ||||||
| BACA | |||||||||||||
| PO BOX 1431 | BREA | CA | 92822 | NONE | NON-PROFIT | CREATE A SAFER ENVIRONMENT FOR ABUSED CHILDREN. | $10,000 | ||||||
| BLUE LINE BEARS INC | |||||||||||||
| 1031 SE 5TH TER | CAPE CORAL | FL | 33990 | NONE | NON-PROFIT | HELP CHILDREN OF FALLEN LAW ENFORCEMENT TO COPE WITH THE LOSS OF A PARENT. | $15,000 | ||||||
| BONANZA HIGH SCHOOL | |||||||||||||
| 6665 W DEL REY AVENUE | LAS VEGAS | NV | 89146 | NONE | EDUCATION INSTITUTIO | PROVIDE HIGH SCHOOL EDUCATION | $5,000 | ||||||
| BOYS HOPE GIRLS HOPE | |||||||||||||
| 17701 COWAN AVE 150 | IRVINE | CA | 92614 | NONE | NON-PROFIT | TO HELP CHILDREN IN POVERTY MEET THEIR FULL POTENTIAL THROUGH HOUSING & EDUCATIONSCHOLARSHIP FOR WOMEN | $23,000 | ||||||
| CASA OF WISE AND JACK COUNTIES | |||||||||||||
| 300 E PECAN STREET | DECATUR | TX | 76234 | NONE | NON-PROFIT | TO ENSURE THAT EVERY CHILD IN OR RISK OF BEING PLACE IN FOSTER CARE HAS A CASA VOLUNTEER | $5,000 | ||||||
| CHABAD CENTER FOR JEWISH LIFE | |||||||||||||
| 2174 HEWLETT AVENUE SUITE 101 | MERRICK | NY | 11566 | NONE | EDUCATION INSTITUTIO | DEVOTED TO STRENGTHENING THE JEWISH COMMUNITY THROUGH EDUCATION & SOCIAL SERVICES. | $60,000 | ||||||
| CHANNEL ISLANDS MARINE & WILDLIFE INSTITUTE | |||||||||||||
| PO BOX 4250 | SANTA BARBARA | CA | 93140 | NONE | NON-PROFIT | TO POSITIVELY IMPACT CONSERVATION THROUGH MARINE MAMMAL RESCUE, REHABILITATION, RESEARCH & ENDUCATION. | $50,000 | ||||||
| CHAPMAN UNIVERSITY | |||||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | NON-PROFIT | PROVIDE EDUCATION | $40,000 | ||||||
| CHILD ABUSE LISTENING MEDIATION INC | |||||||||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | NONE | NON-PROFIT | TO PREVENT CHILDHOOD TRAUMA, HEAL CHILDREN & FAMILIES & BUILD RESILIENT COMMUNITIES | $1,800 | ||||||
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | NON-PROFIT | PROMOTION & ADVANCEMENT OF CHILDREN'S HEALTH | $70,000 | ||||||
| CHP 11-99 FOUNDATION | |||||||||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | NON-PROFIT | DEVOTED TO THE WELFARE OF CALIFORNIA HIGHWAY PATROL EMPLOYEES AND THEIR FAMILIES | $20,000 | ||||||
| CITY OF HOPE | |||||||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | NON-PROFIT | PROVIDING CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER. | $166,667 | ||||||
| COASTLINE COLLEGE VETERANS RESOURCE CENTER | |||||||||||||
| 11460 WARNER AVENUE | FOUNTAIN VALLEY | CA | 92708 | NONE | EDUCATION INSTITUTIO | PROVIDES TRANSITION ASSISTANCE FOR VETERANS INCLUDING EDUCATIONAL GUIDANCE AND PROFESSIONAL RESOURCE SUPPORT SERVICES | $1,000 | ||||||
| DANA POINT 5TH MARINE REGIMENT SUPPORT GROUP | |||||||||||||
| PO BOX 471 | DANA POINT | CA | 92629 | NONE | NON-PROFIT | PROVIDE SUPPORT & ASSISTANCE TO FAMILIES OF MILITARY SERVICE MEMBERS AND THE MEMBERS THEMSELVES. | $69,300 | ||||||
| DECATUR HIGH SCHOOL BAND | |||||||||||||
| 310 N MCDONOUGH STREET | DECATUR | GA | 30030 | NONE | EDUCATION INSTITUTIO | SUPPORT FOR THE HIGH SCHOOL BAND PROGRAM | $2,500 | ||||||
| DONKEYLAND RESCUE | |||||||||||||
| 5225 CANYON CREST DRIVE SUITE | RIVERSIDE | CA | 92507 | NONE | NON-PROFIT | TO RESCUE SICK OR INJURED DONKEYS & WILD BURROS. | $5,000 | 71-295 | |||||
| DR DAVID R CUMMINGS | |||||||||||||
| 360 SAN MIGUEL DR | NEWPORT BEACH | CA | 92660 | NONE | NONE | ORAL SURGERY FOR NAVY VETERAN | $1,227 | ||||||
| DWIGHT HANSON | |||||||||||||
| 15 BROOKDALE | IRVINE | CA | 92604 | NONE | NONE | TRIP FOR WWII VETERANS TO PEARL HARBOR | $21,086 | ||||||
| ECO AMBASSADORS (SANTA ANA UNIFIED SCHOOL DISTRICT) | |||||||||||||
| 2000 N BRISTOL | SANTA ANA | CA | 92706 | NONE | NON-PROFIT | PROMOTES NUTRITION FOR CHILDREN, LEADERSHIP & ENVIRONMENTAL CONSERVATAION. | $6,540 | ||||||
| ELVIRA MOROZOVA | |||||||||||||
| 296 HORIZON POINTE CIR | HENDERSON | NV | 89012 | NONE | INDIVIDUAL | FORGIVENESS OF PRINCIPAL & INTEREST ACCRUED ON NOTE PAYABLE | $72,900 | ||||||
| EMANATE HEALTH FOUNDATION | |||||||||||||
| 140 W COLLEG ST | COVINA | CA | 91723 | NONE | NON-PROFIT | TO FUND DEVELOPMENT PROGRAMS FOR EMANATE HEALTH MEDICAL CENTER, FOOTHILL PRESBYTERIAN HOSPITAL & HEALTH HOSPICE | $10,000 | ||||||
| EXCHANGE CLUB OF NEWPORT HARBOR | |||||||||||||
| PO BOX 1022 | NEWPORT BEACH | CA | 92659 | NONE | NON-PROFIT | FUNDS TO COMMUNITY FOR YOUTH PROGRAMS, AMERICANISM, PREVENTION OF CHILD ABUSE & SUPPORT OF MILITARY | $450 | ||||||
| FRANCISCO HERNANDEZ | |||||||||||||
| 1301 RIDGEVIEW TERRACE | FULLERTON | CA | 92631 | NONE | NONE | MANDEL FUNERAL LIVESTREAM | $398 | ||||||
| FUNDACION ECOLOGICA BIOMAR | |||||||||||||
| NONE | NON-PROFIT | SUPPORT FOR TURTLE RESCUE IN MEXICAN PLAYAS | $50,000 | CALLE PINTORES 835 | ZAPOPAN | JALISCO | MX | 45030 | |||||
| GIRL SCOUT TROOP 1536 | |||||||||||||
| 4342 MANCHESTER AVE | ENCINITAS | CA | 92024 | NONE | NONE | TO PROVIDE FOOD FOR MARINES AT CAMP PENDELTON | $3,840 | ||||||
| GREATER LA AREA BOY SCOUTS OF AMERICA | |||||||||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | NON-PROFIT | PROVIDES VALUES-BASED PROGRAMS THAT DEVELOP YOU PEOPLE OF CHARACTER AS DEFINED BY THE SCOUT OATH | $2,500 | ||||||
| HELPING HAND WORLDWIDE | |||||||||||||
| 31121 HOLLY DR | LAGUNA BEACH | CA | 92651 | NONE | NON-PROFIT | TO COMBAT HUNGER & POVERTY BY PROVIDING FOOD, CLOTHES, EDUCATIONAL MATERIAL, ETC, TO PEOPLE IN NEED | $35,000 | ||||||
| HONORING OUR FALLEN | |||||||||||||
| 12111 SAINT MARK STREET | GARDEN GROVE | CA | 92845 | NONE | NON-PROFIT | TO HONOR OUR FALLEN MILITARY & SUPPORT THOSE THAT WERE LEFT BEHIND | $26,000 | ||||||
| JEWISH FEDERATION & FAMILY SERVICES | |||||||||||||
| 1 FEDERATION WAY 210 | IRVINE | CA | 92603 | NONE | NON-PROFIT | RETURN OF UNUSED FUNDS | -$23,287 | ||||||
| JOEL ESPARZA | |||||||||||||
| 3435 NOVAK STREET | RIVERSIDE | CA | 92509 | NONE | INDIVIDUAL | PROVIDE FINANCIAL SUPPORT TO LOCAL BOXER | $5,000 | ||||||
| KLINE VETERANS FUND | |||||||||||||
| 7881 W CHARLESTON BLVD 165 | LAS VEGAS | NV | 89117 | NONE | NON-PROFIT | PROVIDES EMERGENCY HOUSING ASSISTANCE & SUPPORT SERVICES TO HOMELESS & AT-RISK VETERANS | $21,750 | ||||||
| KNIGHTS OF COLUMBUS #5385 | |||||||||||||
| 348 S BEDFORD ROAD | ORANGE | CA | 92868 | NONE | NON-PROFIT | CATHOLIC FRANTERNAL ORGANIZATION PROMOTING & CONDUCTING EDUCATIONAL, CHARITABLE & RELIGIOUS WORKS | $6,000 | ||||||
| LBA OF THE INLAND EMPIRE | |||||||||||||
| 7426 CHERRY AVENUE SUITE 210-433 | FONTANA | CA | 92336 | NONE | NON-PROFIT | PERFORMING ARTS & MUSIC PROGRAM | $13,375 | ||||||
| LINCOLN TRAINING CENTER & REHABILITATION WORKSHOP | |||||||||||||
| 2643 LOMA AVE | S EL MONTE | CA | 91733 | NONE | NON-PROFIT | TO FOSTER INDEPENDENCE & IMPROVED QUALITY OF LIFE FOR INDIVIDUALS WITH DISADVANTAGES OR DEVELOPMENTAL DISABILITIES | $30,000 | ||||||
| MAKE A WISH FOUNDATION | |||||||||||||
| 1702 E HIGHLAND AVENUE SUITE 400 | PHOENIX | AZ | 85016 | NONE | NON-PROFIT | TO CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | $50,000 | ||||||
| MAXIMILLIAN MANDEL | |||||||||||||
| 1302 RIDGEVIEW TERRACE | FULLERTON | CA | 92631 | NONE | INDIVIDUAL | SCHOLARSHIP FOR COLLEGE TUITION | $2,500 | ||||||
| MEGAN O'GRADY | |||||||||||||
| 12101 UNIVERSITY BLVD UNIT 2304D | ORLANDO | FL | 32817 | NONE | INDIVIDUAL | SCHOLARSHIP FOR COLLEGE TUITION | $6,500 | ||||||
| MEMORIAL CARE SADDLEBACK MED CENTER FOUNDATION | |||||||||||||
| 24451 HEALTH CENTER DRIVE | LAGUNA HILLS | CA | 92653 | 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 | CA | 92705 | NONE | NON-PROFIT | DEDICATED TO IMPROVING THE QUALITY OF LIFE OF ORANGE COUNTY RESIDENT S IMPACTED BY MENTAL ILLNESS | $2,983 | ||||||
| MENTORING & PARTNERSHIP FOR YOUTH DEVELOPMENT | |||||||||||||
| 150S LOS ROBLES AVE 650 | PASADENA | CA | 91101 | NONE | NON-PROFIT | YOUTH CAMP DONATION | $25,000 | ||||||
| MICAHS WAY | |||||||||||||
| 1517 E TH ST | SANTA ANA | CA | 92701 | NONE | NON-PROFIT | TO SERVE THE HOMELESS IN ORANGE COUNTY | $40,000 | ||||||
| MOB MUSEUM | |||||||||||||
| 300 STEWART AVENUE | LAS VEGAS | NV | 89101 | NONE | NON-PROFIT | EDUCATIONAL PROGRAM FOR LOCAL HIGH SCHOOL STUDENTS. TO ADVANCE THE PUBLIC UNDERSTANDING OF ORGANIZED CRIME'S HISTORY AND IMPACT ON AMERICAN SOCIETY. | $105,000 | ||||||
| NEW VISTA CAREER ACADEMY | |||||||||||||
| 23092 MILL CREEK DR | LAGUNA HILLS | CA | 92653 | NONE | NON-PROFIT | TO PROVIDE ASSISTANCE IN VOCATIONL COUNSELING, GUIDANCE AND TESTING | $5,000 | ||||||
| NOAH TAVERA | |||||||||||||
| 14649 DEEP CREEK COURT | CHINO HILLS | CA | 91709 | NONE | NONE | SCHOLARSHIP | $5,000 | ||||||
| ONEOC | |||||||||||||
| 1901 E FOURTH STREET 100 | SANTA ANA | CA | 92705 | NONE | NON-PROFIT | ACCELERATING NONPROFIT SUCCESS | $60,000 | ||||||
| ORANGE COUNTY CLASSICAL ACADEMY | |||||||||||||
| 18002 IRVINE BLVD 108 | TUSTIN | CA | 92780 | NONE | EDUCATION INSTITUTIO | TO DEVELOP STUDENTS IN MIND & CHARACTER THROUGH A CLASSICAL, CONTEN-RICH LIBERAL ARS & SCIENCES CURRICULUM | $5,433 | ||||||
| PACIFIC YOUTH BOATING ASSOCIATION | |||||||||||||
| 2005 PALO VERDE AVE 123 | LONG BEACH | CA | 90815 | NONE | NON-PROFIT | SUPPORT YOUTH PROGRAMS IN SAILING & BOATING | $25,000 | ||||||
| PET ADOPTION CENTER OF ORANGE COUNTY | |||||||||||||
| PO BOX 80400 | RANCHO SANTA MARGARITA | CA | 92688 | NONE | NON-PROFIT | START-UP FUNDING & TENANT IMPROVEMENTS FOR A PET ADOPTION CENTER | $150,000 | ||||||
| PICKLEBERRY PIE INC | |||||||||||||
| 7426 BARCLAY ROAD | CHELTENHAM | PA | 19012 | NONE | NON-PROFIT | TO BRING THE HEALING POWER OF MUSIC TO CHILDREN IN HOSPITALS & SPECIAL NEEDS FACILITIES. | $1,500 | ||||||
| PROVIDENCE ST JOSEPH HOSPITAL | |||||||||||||
| 1100 W STEWART DRIVE | ORANGE | CA | 92868 | NONE | NON-PROFIT | SERVING ALL WITH MEDICAL NEEDS, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. | $15,000 | ||||||
| RM PYLES BOYS CAMP | |||||||||||||
| 27211 HENRY MAYO DRIVE | VALENCIA | CA | 91355 | 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 | TX | 76234 | NONE | NON-PROFIT | TRANSPORTS CANCER PATIENTS FREE OF COST | $5,000 | ||||||
| RIGHT AT HOME | |||||||||||||
| 250 N GOLDEN CIRCLE STE 205 | SANTA ANA | CA | 92705 | NONE | NONE | TO OFFER PERSONALIZED NON-MEDICAL SUPPORT SERVICES IN THE HOME, ASSISTING THE ELDERLY, DISABLED AND OTHERS. | $4,132 | ||||||
| RISING ABOVE DISABILITIES CAMP | |||||||||||||
| 199 TECHNOLOGY DR 100 | IRVINE | CA | 92618 | NONE | NON-PROFIT | OFFERS PROGRAMS & CAMPS FOR ADULTS & CHILDREN WITH DEVELOPMENTAL DISABILITIES | $7,500 | ||||||
| SAMMIE'S FRIENDS | |||||||||||||
| 128 HIGH ST | GRASS VALLEY | CA | 95945 | NONE | NON-PROFIT | TO PROVIDE MEDICAL CARE FOR THE ANIMALS AT THE NEVADA COUNTY ANIMAL SHELTER, MAKING THEM ADOPTABLE. | $20,000 | ||||||
| SAN DIEGO FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||||||
| PO BOX 2429 | CARLSBAD | CA | 92018 | NONE | NON-PROFIT | TO SEE THE WORLD TRANSFORMED BY JESUS CHRIST THROUGH THE INFLUENCE OF COACHES & ATHLETES | $20,000 | ||||||
| SANTA ANA COLLEGE FOUNDATION | |||||||||||||
| 1530 W 17TH ST | SANTA ANA | CA | 92706 | NONE | NON-PROFIT | TO MAINTAIN, EXPAND & ENHANCE THE EDUCATIONAL OPPORTUNITIES OF SANTA ANA COLLEGE BY LINKING COMMUNITY ORGANIZATIONS, BUSINESSES, ETC. | $25,000 | ||||||
| SAVING HORSES INC | |||||||||||||
| 3224 WILDFLOWER VALLEY DRIVE | ENCINITAS | CA | 92024 | NONE | NON-PROFIT | REHABILITATES & REHOMES, OR PROVIDES SANCTUARY FOR HORSES RESCUED FROM SLAUGHTER, ABUSE & ABANDONMENT | $5,000 | ||||||
| SCC FOUNDATION | |||||||||||||
| 1500 WEST AGENCY RD | WEST BURLINGTON | IA | 52655 | NONE | NON-PROFIT | TO PROVIDE SCHOLARSHIPS FOR ALL TYPES OF STUDENTS BASED ON MERIT, NEED, AGE, PROGRAMS, ETHNICITY & MORE | $15,000 | ||||||
| TAILS THAT TEACH | |||||||||||||
| PO BOX 29163 | ANAHEIM | CA | 92809 | NONE | NON-PROFIT | TO INSPIRE YOUNG CHILDREN TO BE KIND TO PETS AND PEOPLE THROUGH COMPASSION-CENTERED BOOKS | $15,000 | ||||||
| THE EPOCH TIMES | |||||||||||||
| 9550 FLAIR DR SUITE 411 | EL MONTE | CA | 91731 | NONE | NON-PROFIT | TO HELP FUND NEW PRINTING PRESS FOR NON-PROFIT NEWSPAPER | $23,000 | ||||||
| UNITED WAY OF WISE COUNTY | |||||||||||||
| 205 N TRINITY PO BOX 213 | DECATUR | TX | 76234 | NONE | NON-PROFIT | TO CONDUCT ANNUAL FUND-RAISING CAMPAIGNS TO SOLICIT CONTRIBUTIONS FOR DISTRIBUTION TO UNITED WAY AGENCIES WITHIN WISE COUNTY TX | $20,481 | ||||||
| UNIVERSITY OF ALASKA FAIRBANKS | |||||||||||||
| PO BOX 755140 | FAIRBANKS | AK | 99775 | NONE | EDUCATION INSTITUTIO | SCHOLARSHIP | $13,714 | ||||||
| VETERAN'S LEGAL INSTITUTE | |||||||||||||
| 2100 N BROADWAY STE 209 | SANTA ANA | CA | 92706 | NONE | NON-PROFIT | PROVIDES PRO BONO LEGAL ASSISTANCE TO VETERANS, ACTIVE SERVICE MEMBERS & RESERVISTS IN ORANGE COUNTY | $75,000 | ||||||
| VETERANS OF FOREIGN WARS POST 10218 | |||||||||||||
| 11126 RAMONA BLVD | EL MONTE | CA | 91731 | NONE | NON-PROFIT | TO FOSTER CMARADERIE AMOUNG US VETERANS OF OVERSEAS CONFLICTS & TO ADVOCATE ON BAHALF OF ALL VETERANS | $6,000 | ||||||
| WISE COUNTY CHRISTIAN COUNSELING | |||||||||||||
| 1650 S FM 51 400 | DECATUR | TX | 76234 | NONE | NON-PROFIT | PROVIDES PROFESSIONAL COUNSELING TO CHILDREN, TEENS & ADULTS | $5,000 | ||||||
| WISE COUNTY COMMITTEE ON AGING | |||||||||||||
| PO BOX 903 | DECATUR | TX | 76234 | NONE | NON-PROFIT | PROVIDES SUPPORT SERVICES TO THE ELDERLY INCLUDING TRANSPORTATION, NUTRITION & VARIOUS SOCIAL ACTIVITIES. | $5,000 | ||||||
| WISE COUNTY SHERIFF | |||||||||||||
| 200 ROOK RAMSEY DRIVE | DECATUR | TX | 76234 | NONE | GOVERNMENT | WISE SANTA'S DEPUTIES PROGRAM - DELIVERS TOYS & FOOD DURING THE HOLIDAYS. | $7,500 | ||||||
| WISE HEALTH FOUNDATION | |||||||||||||
| 609 MEDICAL CENTER DRIVE | DECATUR | TX | 76234 | NONE | NON-PROFIT | RAISES FUNDS ON BEHALF OF WISE HEALTH SYSTEM TO SUPPORT HEALTH CARE SERVICES IN THE COMMUNITY | $25,000 | ||||||
| WOLVES & WARRIORS | |||||||||||||
| PO BOX 1510 | FRAZIER PARK | CA | 93225 | NONE | NON-PROFIT | PROVIDES PERMANENT LIFETIME SANCTUARY TO RESCUED WOLVES, WOLFDOGS, HORSES & OTHER ANIMALS. | $20,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,934,574 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,098 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,259,703 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $66,876 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,385,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $395,904 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,225,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,225,323 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $50,162 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,081 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2016-08-01 | $677,680 | $93,396 | SL | 39.000000000000 | $17,376 | $17,376 |
| OFFICE EQUIPMENT | 2016-01-01 | $6,438 | $6,438 | SL | 3.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - EQUITIES | $19,929,553 | $19,929,553 |
| VANGUARD - EQUITIES | $1,102,508 | $1,102,508 |
| KEMO SABE LEASING, LLC | $17,843 | $17,843 |
| TD AMERITRADE EQUITIES | $12,025,388 | $12,025,388 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING | CategoryOrItemTxt |
| Cost Or Other Basis | $677,680 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $110,772 | AccumulatedDepreciationAmt |
| Book Value | $566,908 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB - MUTUAL FUNDS/PTPS | FMV | $12,059,261 | $12,059,261 |
| VANGUARD - MUTUAL FUNDS/ETF'S | FMV | $7,392,817 | $7,392,817 |
| GOLD COINS | FMV | $138,825 | $138,825 |
| TD AMERITRADE MUTUAL FUNDS | FMV | $574,746 | $574,746 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $140,650 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIPS | Desc |
| BOY Book Value | $4,928,061 | BOYBookValueAmt |
| EOY Book Value | $1,625,936 | EOYBookValueAmt |
| EOYFMV | $1,625,936 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,693 | $0 | $0 |
| OFFICE EXPENSE | $6,103 | $0 | $0 |
| WEB SITE DESIGN | $3,000 | $0 | $3,000 |
| PAYROLL SERVICE | $2,210 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BROTHERS REALTY, LLC | $288,591 | $288,190 | $288,591 |
| CIF-NC, LLC | $8,979 | $8,979 | $8,979 |
| EKSTROM PROPERTIES, LTD | $7,790,770 | $6,977,488 | $7,790,770 |
| CIF NOTE RECEIVABLE INTEREST | $150,912 | $150,912 | $150,912 |
| NUSTAR ENERGY, LP | $11,378 | $0 | $11,378 |
| ENERGY TRANSFER LP | $11,712 | $0 | $11,712 |
| ENTERPRISE PRODUCTS PARTNERS LP | $108,000 | $0 | $108,000 |
| COMPASS DIVERSIFIED HOLDINGS | $11,600 | $23,020 | $11,600 |
| VIPER ENERGY PARTNERS | $3,800 | $3,800 | $3,800 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION OF ASSETS | Desc |
| Amt | $3,830,768 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $128,695 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,245 | Amt |
| Net Investment Income | $1,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $16,328 | $16,328 | $0 |
| FEDERAL TAXES (990-PF) | $148,288 | $0 | $0 |
| OTHER TAXES & FEES | $225 | $0 | $0 |
| PAYROLL TAXES | $6,145 | $0 | $0 |
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