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HUNTINGTON BANCSHARES P 2020-05-07 2020-11-09 72 50 22 22 1041 CISCO SYS INC P 2009-11-24 2020-12-21 46531 27201 19330 19330 940 KROGER CO P 2017-03-29 2021-01-27 39397 25014 14383 14383 615 AES CORP P 2018-01-22 2021-02-22 16649 7046 9603 9603 298 BCE INC P 2015-03-02 2021-02-22 12997 13468 -471 -471 54 BROADCOM INC P 2018-09-12 2021-02-22 25776 12316 13460 13460 260 CITIGROUP INC P 2018-07-24 2021-02-22 16994 17197 -203 -203 276 COCA COLA EUROPEAN PARTNER P 2018-10-12 2021-02-22 14571 11947 2624 2624 75 CROWN CASTLE INTL P 2017-01-09 2021-02-22 12419 6098 6321 6321 89 CUMMINS INC P 2019-03-12 2021-02-22 22212 14079 8133 8133 546 EASTMAN CHEMICAL CO P 2020-01-09 2021-02-22 29369 22112 7257 7257 230 FIDELITY NATIONAL FIN INC P 2018-02-28 2021-02-22 9341 8421 920 920 110 JP MORGAN CHASE P 2019-06-25 2021-02-22 16403 11944 4459 4459 791 KEYCORP NEW P 2020-02-18 2021-02-22 16164 15479 685 685 291 MAGNA INTL INC P 2019-03-22 2021-02-22 25343 13825 11518 11518 623 OLD REPUBLIC INTL CP P 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19160 7129 12031 12031 45 DR HORTON INC 2016-07-19 2021-05-20 4115 1531 2584 2584 17 ALBEMARLE CORPORATION 2018-09-18 2021-06-03 2853 1657 1196 1196 73 CSX CORP 2016-07-19 2021-06-03 7292 2056 5236 5236 26 HESS CORPORATION 2016-07-19 2021-06-03 2278 1455 823 823 28 PROGRESSIVE CORP OHIO 2016-07-19 2021-06-03 2806 917 1889 1889 302 AMN HEALTHCARE SVCS INC P 2018-02-01 2020-07-01 13593 16462 -2869 -2869 223 DOCUSIGN INC P 2018-10-24 2020-07-09 47386 8967 38419 38419 329 AMN HEALTHCARE SVCS INC P 2019-10-22 2020-07-01 14808 18910 -4102 -4102 49 DOCUSIGN INC P 2019-08-09 2020-09-11 9662 2230 7432 7432 1369 NVENT ELECTRIC PLC P 2019-04-16 2020-09-04 25479 38371 -12892 -12892 265 PRIMERICA INC P 2014-05-19 2020-09-28 30169 11336 18833 18833 279 RBC BEARINGS INC P 2015-02-06 2020-10-16 35035 17402 17633 17633 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 91245 16715 74530 74530 22 POOL CORP P 2017-12-08 2021-02-19 7166 2830 4336 4336 53 THE SCOTTS MIRACLE-GRO CO P 2018-02-05 2021-02-19 12403 4417 7986 7986 66 MSCI INC COM P 2016-07-19 2021-03-03 27320 5390 21930 21930 257 TERADYN INC P 2018-10-30 2021-03-08 27258 8584 18674 18674 815 FLIR SYSTEMS INC P 2018-04-17 2021-05-17 22820 19853 2967 2967 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 18209 7263 10946 10946 10000 JPM CIAUTO MAT P 2017-07-21 2020-07-24 51965 100000 -48035 -48035 5000 MS CIAUTO AXP P 2020-05-08 2020-08-13 50000 50000 6000 BCS AUT JUMP MET P 2017-11-10 2020-11-16 60000 60000 7500 BCS CIAUTO ABBV P 2018-08-17 2020-11-20 75000 75000 5000 BCS CI AUTO MMM P 2020-01-31 2020-11-05 50000 50000 5000 JPM CIAUTO GE P 2017-12-22 2020-12-28 31422 50000 -18578 -18578 5000 UBS CI AUTO DOCU P 2020-08-28 2020-12-03 50000 50000 6000 CS CIAUTO UBS P 2018-10-12 2021-01-15 60000 60000 10000 BARCLAYS BK PLC A P 2015-03-13 2021-03-05 100000 100000 5000 GS CIAUTO GILD P 2018-03-02 2021-03-05 50000 50000 6000 BCS CI AUTO AXP P 2020-12-16 2021-03-19 60000 60000 5000 BCS CIAUTO DOCU P 2020-12-01 2021-03-04 50000 50000 6000 UBS CIAUTO MET P 2020-11-27 2021-03-04 60000 60000 6000 CS CI AUTO UBS P 2021-01-26 2021-04-29 60000 60000 5000 GS JUMP P 2020-05-11 2021-05-21 54875 50000 4875 4875 5000 HSBC CI AUTO BMY P 2020-02-21 2021-05-26 50000 50000 5000 UBS CI AUTO P 2021-03-05 2021-06-10 50000 50000 436986 6569 6569 6569 40 0 40 6529 false false false false false false false true true CA true false false false false true WARD R NYHUS JR & CO 3102071186 11661 SAN VICENTE BLVD 310 LOS ANGELES CA 90049 false false false false true false false false false false false false false false false false false false false false false false false 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 52000 0 0 6259523 199711 0 6459234 0 6459234 96889 6362345 318117 318117 6569 6569 311548 311548 311548 316844 0 0 0 0 316844 0 316844 311548 23891 2018 2017 2016 0 316844 23891 292953 0 0 0 0 18595 0 0 X JAMES M STEWART MUSEUM FOUNDATION PO BOX 1 INDIANA PA 15701 NONE 501(C)3 MUSEUM 25000 VIP EDUCATION FUND 1802 E THOMAS ROAD SUITE 15 PHOENIX AZ 85016 NONE 501(C)3 EDUCATION 15000 HEARTLAND FILM FESTIVAL 200 S MERIDIAN STREET 220 INDIANAPOLIS IN 46225 NONE 501(C)3 CHARITABLE 30000 ST JOHN'S HEALTH CENTER 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 501(C)3 CHARITABLE 5000 SOUTHERN ALLEGHENIES MUSEUM OF ART PO BOX 9 LORETTO PA 15940 NONE 501(C)3 CHARITABLE 10000 FAUNA & FLORA INTERNATIONAL INC 1720 N STREET NW WASHINGTON DC 20036 NONE CHARITABLE 20000 FACE FORWARD INC 9735 WILSHIRE BLVD 300 BEVERLY HILLS CA 90212 NONE CHARITABLE 40000 MAYO CLINIC 200 1ST STREET SW ROCHESTER MN 55905 NONE CHARITABLE 15000 WILD EARTH ALLIES 2 WISCONSIN CIRCLE SUITE 900 CHEVY CHASE MD 20815 NONE CHARITABLE 15000 THE KASIISI PROJECT 70 GILBERT STREET WATERTOWN MA 02472 CHARITABLE 20000 WORLD SAVVY 600 CALIFORNIA STREET 11TH FLOOR SAN FRANCISCO CA 94108 NONE CHARITABLE 10000 ARIZONA HUMANE SOCIETY 1521 WEST DOBBINS ROAD PHEONIX AZ 85041 NONE CHARITABLE 5000 ENDANGER HEALTH 505 9TH STREET NW SUITE 601 WASHINGTON DC 20004 NONE CHARITABLE 10000 GORILLA DOCTORSMGVP INC PO BOX 356 DAVIS CA 95617 NONE CHARITABLE 15000 CA WATER IMPACT 808 ROMERO CANYON ROAD SANTA BARBARA CA 93108 NONE CHARITABLE 20000 THE ACTORS FUND OF AMERICA 729 7TH AVENUE 10TH FLOOR NEW YORK NY 10019 NONE CHARITABLE 20000 275000 14 17 14 80995 18 436986 OTHER INCOME - MORGAN STANLEY 41 39712 557710 557710 false false false false false false false false false false ACCOUNTING 5669 2835 2834 CORPORATE STOCK 4128491 7146744 PRIO PERIOD ADJUSTMENTS 8310 FOREIGN TAXES 253 253 CA REGISTRATION FEES 125 125 MISCELLANEOUS INCOME - MORGAN STANLEY 39712 39712 INVESTMENT FEES 65018 65018 FRANCHISE TAX BOARD 10 10 U.S. TREASURY 3898 3898