STEWART FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEWART FOUNDATION (EIN 95-4646884)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-17
- IRS object ID
- 202103219349100710
- Schema version
- 2020v4.1
- 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 | 2021-11-17T11:44:03-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2021-11-08 | SignatureDt |
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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $7,230,693 | 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 | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $436,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,199,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436,986 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,712 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,712 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $557,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $557,710 | 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 | $5,669 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,834 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,018 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,018 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,908 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,898 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $378 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $378 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $126,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $316,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $155,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $472,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,964,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,128,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,146,744 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,065,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,212,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,230,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,065,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,212,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,065,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,212,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,065,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,212,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,065,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $155,737 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,220,750 | SubtotalAmt |
| Other Decreases | $8,310 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,212,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (89 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 464 CITIZENS FINANCIAL GROUP | P | 2019-01-11 | 2020-11-09 | $15,075 | $15,403 | -$328 | -$328 |
| 921 HUNTINGTON BANCSHARES | P | 2018-01-23 | 2020-11-09 | $11,113 | $14,801 | -$3,688 | -$3,688 |
| 0.005 VIATRIS INC | P | 2015-03-02 | 2020-11-17 | ||||
| 83 CITIZENS FINANCIAL GROUP IN | P | 2020-04-27 | 2020-11-09 | $2,697 | $1,834 | $863 | $863 |
| 6 HUNTINGTON BANCSHARES | P | 2020-05-07 | 2020-11-09 | $72 | $50 | $22 | $22 |
| 1041 CISCO SYS INC | P | 2009-11-24 | 2020-12-21 | $46,531 | $27,201 | $19,330 | $19,330 |
| 940 KROGER CO | P | 2017-03-29 | 2021-01-27 | $39,397 | $25,014 | $14,383 | $14,383 |
| 615 AES CORP | P | 2018-01-22 | 2021-02-22 | $16,649 | $7,046 | $9,603 | $9,603 |
| 298 BCE INC | P | 2015-03-02 | 2021-02-22 | $12,997 | $13,468 | -$471 | -$471 |
| 54 BROADCOM INC | P | 2018-09-12 | 2021-02-22 | $25,776 | $12,316 | $13,460 | $13,460 |
| 260 CITIGROUP INC | P | 2018-07-24 | 2021-02-22 | $16,994 | $17,197 | -$203 | -$203 |
| 276 COCA COLA EUROPEAN PARTNER | P | 2018-10-12 | 2021-02-22 | $14,571 | $11,947 | $2,624 | $2,624 |
| 75 CROWN CASTLE INTL | P | 2017-01-09 | 2021-02-22 | $12,419 | $6,098 | $6,321 | $6,321 |
| 89 CUMMINS INC | P | 2019-03-12 | 2021-02-22 | $22,212 | $14,079 | $8,133 | $8,133 |
| 546 EASTMAN CHEMICAL CO | P | 2020-01-09 | 2021-02-22 | $29,369 | $22,112 | $7,257 | $7,257 |
| 230 FIDELITY NATIONAL FIN INC | P | 2018-02-28 | 2021-02-22 | $9,341 | $8,421 | $920 | $920 |
| 110 JP MORGAN CHASE | P | 2019-06-25 | 2021-02-22 | $16,403 | $11,944 | $4,459 | $4,459 |
| 791 KEYCORP NEW | P | 2020-02-18 | 2021-02-22 | $16,164 | $15,479 | $685 | $685 |
| 291 MAGNA INTL INC | P | 2019-03-22 | 2021-02-22 | $25,343 | $13,825 | $11,518 | $11,518 |
| 623 OLD REPUBLIC INTL CP | P | 2018-01-17 | 2021-02-22 | $12,497 | $13,163 | -$666 | -$666 |
| 266 PFIZER INC | P | 2015-03-02 | 2021-02-22 | $9,130 | $7,898 | $1,232 | $1,232 |
| 284 TAIWAN SEMICONDUCTOR | P | 2017-01-30 | 2021-02-22 | $37,981 | $8,912 | $29,069 | $29,069 |
| 88 TARGET CORP | P | 2017-09-05 | 2021-02-22 | $16,615 | $5,066 | $11,549 | $11,549 |
| 125 TEXAS INSTRUMENTS | P | 2017-12-06 | 2021-02-22 | $21,695 | $11,923 | $9,772 | $9,772 |
| 298 VERIZON COMMUNICATIONS | P | 2015-03-02 | 2021-02-22 | $16,831 | $14,734 | $2,097 | $2,097 |
| 33 VIATRIS INC | P | 2015-03-02 | 2021-02-22 | $517 | $434 | $83 | $83 |
| 80 WHIRLPOOL CORP | P | 2019-03-12 | 2021-02-22 | $15,468 | $11,214 | $4,254 | $4,254 |
| 267 CARDINAL HEALTH INC | P | 2020-02-28 | 2021-02-22 | $13,916 | $13,650 | $266 | $266 |
| 245 COCA COLA CO | P | 2020-04-17 | 2021-02-22 | $12,451 | $11,741 | $710 | $710 |
| 95 EASTMAN CHEMICAL CO | P | 2020-03-30 | 2021-02-22 | $10,773 | $4,507 | $6,266 | $6,266 |
| 483 INTERPUBLIC GROUP OF COS | P | 2020-05-06 | 2021-02-22 | $12,796 | $7,920 | $4,876 | $4,876 |
| 220 KEYCORP NEW | P | 2020-04-28 | 2021-02-22 | $4,496 | $2,638 | $1,858 | $1,858 |
| 2 MAGNA INTERNATIONAL INC | P | 2020-05-07 | 2021-02-22 | $174 | $77 | $97 | $97 |
| 187 MERCK & CO INC | P | 2020-02-24 | 2021-02-22 | $14,024 | $15,216 | -$1,192 | -$1,192 |
| 283 NETAPP INC | 2020-03-31 | 2021-02-22 | $20,119 | $11,893 | $8,226 | $8,226 | |
| 1 OLD REPUBLIC INTL CP | 2020-05-07 | 2021-02-22 | $20 | $15 | $5 | $5 | |
| 211 STARBUCKS CORP WA | 2020-03-16 | 2021-02-25 | $21,968 | $12,527 | $9,441 | $9,441 | |
| 1 TAIWAN SMCNDCTR MFG | 2020-05-07 | 2021-02-22 | $134 | $52 | $82 | $82 | |
| 2 VERIZON COMMUNICATIONS | 2020-05-07 | 2021-02-22 | $113 | $111 | $2 | $2 | |
| 401 WESTERN UN CO | 2020-05-06 | 2021-02-22 | $9,606 | $7,807 | $1,799 | $1,799 | |
| 29 WHIRLPOOL CORP | 2020-05-13 | 2021-02-22 | $5,607 | $3,052 | $2,555 | $2,555 | |
| 686 GILEAD SCIENCE | 2017-03-28 | 2021-04-13 | $44,124 | $45,518 | -$1,394 | -$1,394 | |
| 153 GOLDMAN SACHS GRP | 2018-11-29 | 2021-04-14 | $52,021 | $29,650 | $22,371 | $22,371 | |
| 28 GOLDMAN SACHS GRP | 2021-02-22 | 2021-04-14 | $9,520 | $8,851 | $669 | $669 | |
| 579 COGNIZANT TECH SOLUTIONS C | 2009-11-24 | 2021-05-13 | $41,404 | $16,381 | $25,023 | $25,023 | |
| 220 COGNIZANT TECH SOLUTIONS | 2021-02-22 | 2021-05-13 | $15,732 | $16,158 | -$426 | -$426 | |
| 26 SYNOPSYS INC | 2016-07-19 | 2020-07-31 | $5,088 | $1,425 | $3,663 | $3,663 | |
| 457 EATON VANCE | 2016-09-17 | 2021-03-01 | $12,910 | $12,910 | $12,910 | ||
| 266.568 MORGAN STANLEY | 2016-07-19 | 2021-03-01 | $21,324 | $17,963 | $3,361 | $3,361 | |
| 86 SYNOPSYS INC | 2016-07-19 | 2021-04-16 | $22,401 | $4,712 | $17,689 | $17,689 | |
| 149 XILINX INC | 2016-07-19 | 2021-04-16 | $19,160 | $7,129 | $12,031 | $12,031 | |
| 45 DR HORTON INC | 2016-07-19 | 2021-05-20 | $4,115 | $1,531 | $2,584 | $2,584 | |
| 17 ALBEMARLE CORPORATION | 2018-09-18 | 2021-06-03 | $2,853 | $1,657 | $1,196 | $1,196 | |
| 73 CSX CORP | 2016-07-19 | 2021-06-03 | $7,292 | $2,056 | $5,236 | $5,236 | |
| 26 HESS CORPORATION | 2016-07-19 | 2021-06-03 | $2,278 | $1,455 | $823 | $823 | |
| 28 PROGRESSIVE CORP OHIO | 2016-07-19 | 2021-06-03 | $2,806 | $917 | $1,889 | $1,889 | |
| 302 AMN HEALTHCARE SVCS INC | P | 2018-02-01 | 2020-07-01 | $13,593 | $16,462 | -$2,869 | -$2,869 |
| 223 DOCUSIGN INC | P | 2018-10-24 | 2020-07-09 | $47,386 | $8,967 | $38,419 | $38,419 |
| 329 AMN HEALTHCARE SVCS INC | P | 2019-10-22 | 2020-07-01 | $14,808 | $18,910 | -$4,102 | -$4,102 |
| 49 DOCUSIGN INC | P | 2019-08-09 | 2020-09-11 | $9,662 | $2,230 | $7,432 | $7,432 |
| 1369 NVENT ELECTRIC PLC | P | 2019-04-16 | 2020-09-04 | $25,479 | $38,371 | -$12,892 | -$12,892 |
| 265 PRIMERICA INC | P | 2014-05-19 | 2020-09-28 | $30,169 | $11,336 | $18,833 | $18,833 |
| 279 RBC BEARINGS INC | P | 2015-02-06 | 2020-10-16 | $35,035 | $17,402 | $17,633 | $17,633 |
| 0.5 ROLLINS INC | P | 2019-09-03 | 2020-12-11 | $20 | $11 | $9 | $9 |
| 381 DOCUSIGN INC | P | 2018-10-24 | 2021-02-02 | $91,245 | $16,715 | $74,530 | $74,530 |
| 22 POOL CORP | P | 2017-12-08 | 2021-02-19 | $7,166 | $2,830 | $4,336 | $4,336 |
| 53 THE SCOTTS MIRACLE-GRO CO | P | 2018-02-05 | 2021-02-19 | $12,403 | $4,417 | $7,986 | $7,986 |
| 66 MSCI INC COM | P | 2016-07-19 | 2021-03-03 | $27,320 | $5,390 | $21,930 | $21,930 |
| 257 TERADYN INC | P | 2018-10-30 | 2021-03-08 | $27,258 | $8,584 | $18,674 | $18,674 |
| 815 FLIR SYSTEMS INC | P | 2018-04-17 | 2021-05-17 | $22,820 | $19,853 | $2,967 | $2,967 |
| 0.517 TELEDYNE TECH INC | P | 2018-04-17 | 2021-05-17 | $215 | $217 | -$2 | -$2 |
| 108 SITEONE LANDSCAPE SUPPLY I | P | 2018-10-10 | 2021-06-28 | $18,209 | $7,263 | $10,946 | $10,946 |
| 10000 JPM CIAUTO MAT | P | 2017-07-21 | 2020-07-24 | $51,965 | $100,000 | -$48,035 | -$48,035 |
| 5000 MS CIAUTO AXP | P | 2020-05-08 | 2020-08-13 | $50,000 | $50,000 | ||
| 6000 BCS AUT JUMP MET | P | 2017-11-10 | 2020-11-16 | $60,000 | $60,000 | ||
| 7500 BCS CIAUTO ABBV | P | 2018-08-17 | 2020-11-20 | $75,000 | $75,000 | ||
| 5000 BCS CI AUTO MMM | P | 2020-01-31 | 2020-11-05 | $50,000 | $50,000 | ||
| 5000 JPM CIAUTO GE | P | 2017-12-22 | 2020-12-28 | $31,422 | $50,000 | -$18,578 | -$18,578 |
| 5000 UBS CI AUTO DOCU | P | 2020-08-28 | 2020-12-03 | $50,000 | $50,000 | ||
| 6000 CS CIAUTO UBS | P | 2018-10-12 | 2021-01-15 | $60,000 | $60,000 | ||
| 10000 BARCLAYS BK PLC A | P | 2015-03-13 | 2021-03-05 | $100,000 | $100,000 | ||
| 5000 GS CIAUTO GILD | P | 2018-03-02 | 2021-03-05 | $50,000 | $50,000 | ||
| 6000 BCS CI AUTO AXP | P | 2020-12-16 | 2021-03-19 | $60,000 | $60,000 | ||
| 5000 BCS CIAUTO DOCU | P | 2020-12-01 | 2021-03-04 | $50,000 | $50,000 | ||
| 6000 UBS CIAUTO MET | P | 2020-11-27 | 2021-03-04 | $60,000 | $60,000 | ||
| 6000 CS CI AUTO UBS | P | 2021-01-26 | 2021-04-29 | $60,000 | $60,000 | ||
| 5000 GS JUMP | P | 2020-05-11 | 2021-05-21 | $54,875 | $50,000 | $4,875 | $4,875 |
| 5000 HSBC CI AUTO BMY | P | 2020-02-21 | 2021-05-26 | $50,000 | $50,000 | ||
| 5000 UBS CI AUTO | P | 2021-03-05 | 2021-06-10 | $50,000 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436,986 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,569 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,569 | SubtotalAmt |
| Tax Based On Investment Income | $6,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $40 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,529 | TaxDueAmt |
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 | $0 | $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 | $52,000 | $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 | $6,259,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,459,234 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,459,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,362,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,569 | TotalTaxAmt |
| Distributable Before Adj | $311,548 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $311,548 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $311,548 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $316,844 | 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 | $316,844 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $316,844 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,891 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $316,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,891 | AppliedToYear1Amt |
| Applied To Current Year | $292,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $18,595 | 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 (16 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 |
| ST JOHN'S HEALTH CENTER | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | 501(C)3 | CHARITABLE | $5,000 | |
| SOUTHERN ALLEGHENIES MUSEUM OF ART | |||||||
| PO BOX 9 | LORETTO | PA | 15940 | NONE | 501(C)3 | CHARITABLE | $10,000 |
| 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 | $40,000 | |
| 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 | $15,000 | |
| THE KASIISI PROJECT | |||||||
| 70 GILBERT STREET | WATERTOWN | MA | 02472 | CHARITABLE | $20,000 | ||
| WORLD SAVVY | |||||||
| 600 CALIFORNIA STREET 11TH FLOOR | SAN FRANCISCO | CA | 94108 | NONE | CHARITABLE | $10,000 | |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 WEST DOBBINS ROAD | PHEONIX | AZ | 85041 | NONE | CHARITABLE | $5,000 | |
| ENDANGER HEALTH | |||||||
| 505 9TH STREET NW SUITE 601 | WASHINGTON | DC | 20004 | NONE | CHARITABLE | $10,000 | |
| GORILLA DOCTORSMGVP INC | |||||||
| PO BOX 356 | DAVIS | CA | 95617 | NONE | CHARITABLE | $15,000 | |
| CA WATER IMPACT | |||||||
| 808 ROMERO CANYON ROAD | SANTA BARBARA | CA | 93108 | NONE | CHARITABLE | $20,000 | |
| THE ACTORS FUND OF AMERICA | |||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | CHARITABLE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,000 | 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 | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,995 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $436,986 | 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 | $39,712 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $557,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,710 | 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 | $5,669 | Amt |
| Net Investment Income | $2,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,834 | 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 | $4,128,491 | EOYBookValueAmt |
| EOYFMV | $7,146,744 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIO PERIOD ADJUSTMENTS | Desc |
| Amt | $8,310 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $253 | $253 |
| CA REGISTRATION FEES | $125 | $125 |
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 | $39,712 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39,712 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $65,018 | Amt |
| Net Investment Income | $65,018 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $10 | |
| U.S. TREASURY | $3,898 | $3,898 |
Comments