2020-11-04T18:27:52-06:00 2020-06-30 WARD R NYHUS JR & CO 11661 SAN VICENTE BLVD 310 LOS ANGELES CA 90049 990PF 2019-07-01 954646884 STEWART FOUNDATION % WARD R NYHUS JR & CO STEW 3260 Hutton Drive Beverly Hills CA 90210 GREGORY M PAUL trustee 3102852326 2020-10-28 true WARD R NYHUS JR P01325619 3102071186 X 69.75.41.98 95381520203095000004 2020-11-04 P A0F05286646F1BAF0785BFD8CB5DE15BAB505846 A0F05286646F1BAF0785BFD8CB5DE15BAB505846 2019 2021-04-22 16:20:28Z X 5263515 X 0 X 48 81654 27007 1375151 27007 48767 48767 157476 75774 52000 13000 39000 8738 4369 0 4369 49088 49088 7970 7960 10 740 740 118536 75157 0 43379 194000 194000 312536 75157 0 237379 -155060 617 78086 100850 100850 4141987 3964163 5162665 4220073 4065013 5263515 0 0 X 4220073 4065013 4220073 4065013 4220073 4065013 4220073 -155060 4065013 4065013 7500 HSBC CIAUTO T 10250 P 2018-07-27 2019-08-01 75000 75000 10000 UBS AG LONDON BR P 2015-04-28 2020-01-30 100000 100000 10000 CITI CIAUTO KR 10450 P 2019-01-31 2020-05-04 100000 100000 10000 BCS CIAUTO VIAB P 2017-06-09 2020-06-12 43665 100000 -56335 -56335 74 THE SCOTTS MIRACLE GRO P 2016-07-19 2019-11-18 7665 5456 2209 2209 239 APACHE CORP P 2016-07-19 2019-12-03 4449 13183 -8734 -8734 157 ACUITY BRANDS INC P 2018-11-26 2020-03-25 12735 19817 -7082 -7082 36 CBRE GROUP INC CL A P 2016-07-19 2020-03-04 2119 996 1123 1123 14 CHARLES RIVER LABS INTL P 2017-03-29 2020-03-04 2334 1252 1082 1082 42 CSX CORP P 2016-07-19 2020-03-04 3018 1183 1835 1835 52 DR HORTON INC P 2016-07-19 2020-03-04 3025 1769 1256 1256 2 FACTSET RESEARCH SYSTEMS P 2016-07-19 2020-03-04 584 333 251 251 11 GLOBAL PATMENT P 2016-07-19 2020-03-04 2118 844 1274 1274 30 INTERCONTINENTALEXCHANGE GR P 2016-07-19 2020-03-04 2989 1583 1406 1406 17 SYNOPSYS INC P 2016-07-19 2020-03-04 2474 932 1542 1542 34 TJX COS INC P 2016-07-19 2020-03-04 2111 1348 763 763 650 ALLEGHENY TECH INC P 2016-07-19 2020-04-24 4261 13306 -9045 -9045 24 APPLIED MATERIALS INC P 2019-01-14 2020-06-23 1475 821 654 654 10 CUMMINS INC P 2016-07-19 2020-06-23 1740 1164 576 576 17 XILINX INC P 2016-07-19 2020-06-23 1637 813 824 824 12 AFLAC INC P 2011-05-23 2019-07-19 671 293 378 378 22 AMERICAN EXPRESS CO P 2015-02-18 2019-07-19 2751 1762 989 989 208 BLACKSTONE GROUP INC P 2009-09-22 2019-07-19 9591 3038 6553 6553 130 CISCO SYS INC P 2001-02-07 2019-07-19 7527 4002 3525 3525 188 COCA COLA CO P 2009-11-24 2019-07-19 9722 5471 4251 4251 215 CORTEVA INC P 2015-07-08 2019-07-19 5839 5530 309 309 215 DUPONT DE NEMOURS INC P 2015-07-08 2019-07-19 15441 15848 -407 -407 63 PROCTOR & GAMBLE P 2009-11-24 2019-07-19 7277 3949 3328 3328 94 XYLEM INC P 2011-12-12 2019-07-19 7652 2218 5434 5434 35 AIR PROD & CHEM INC P 2009-11-24 2019-08-28 7896 2641 5255 5255 26 APPLE INC P 2013-01-15 2019-08-28 5340 1828 3512 3512 172 COCA COLA INC P 2009-11-24 2019-08-28 9457 5005 4452 4452 18 WALT DISNEY CO P 2009-11-24 2019-08-28 2460 545 1915 1915 132 XYLEM INC COM P 2011-12-12 2019-08-28 9904 3115 6789 6789 440 BLACKSTONE GROUP INC P 2009-09-22 2020-02-03 26878 6193 20685 20685 602 BP PLC ADS P 2009-11-24 2020-02-03 21607 35461 -13854 -13854 143 XYLEM INC P 2011-12-12 2020-02-03 11938 3375 8563 8563 69 AIR PROD & CHEM INC P 2009-11-24 2020-03-16 12664 5207 7457 7457 17 APPLE INC P 2013-01-15 2020-03-16 4262 1195 3067 3067 260 COCA COLA CO P 2009-11-24 2020-03-16 12183 7974 4209 4209 215 DOW INC P 2015-07-08 2020-03-18 5368 10799 -5431 -5431 23 GILEAD SCIENCE P 2017-03-28 2020-03-05 1780 1543 237 237 430 KELLOGG CO P 2012-09-13 2020-03-18 24608 21758 2850 2850 80 KIMBERLY CLARK CORP P 2009-11-24 2020-03-18 10881 5025 5856 5856 666 KROGER CO P 2017-03-29 2020-03-05 20861 19500 1361 1361 635 DOW INC P 2019-07-19 2020-03-18 15853 31526 -15673 -15673 104 KELLOGG CO P 2019-06-19 2020-03-24 5731 5703 28 28 733 KOHLS CORP P 2019-07-19 2020-03-09 23520 35765 -12245 -12245 1062 AT & T INC P 2008-09-15 2020-04-15 32305 23621 8684 8684 805 SCHLUMBERGER LTD P 2018-08-31 2020-04-20 12155 45454 -33299 -33299 7 VANECK VECTORS BIOTECH P 2007-12-19 2020-04-17 1027 359 668 668 312 SCHLUMBERGER LTD P 2019-06-19 2020-04-20 4711 10872 -6161 -6161 1024 SUNCOR ENERGY INC P 2020-02-03 2020-04-01 16653 31370 -14717 -14717 33 MSCI INC P 2016-07-19 2019-07-02 8100 2695 5405 5405 294 SNAP-ON INC P 2016-07-19 2019-07-01 48182 47258 924 924 117 BERKLEY W R CORP P 2016-07-19 2019-08-26 8358 4563 3795 3795 385 CHEESE CAKE FACTORY INC P 2017-05-23 2019-08-27 14217 21419 -7202 -7202 57 COOPER CO INC P 2016-07-19 2019-08-08 18999 10094 8905 8905 341 SIGNATURE BANK P 2016-07-19 2019-08-28 39352 47748 -8396 -8396 63 ASPEN TECHNOLOGY P 2016-07-19 2019-10-18 7320 2660 4660 4660 51 NORDSON CP P 2016-07-19 2019-10-18 7469 4383 3086 3086 415 TERADYNE INC P 2017-08-04 2019-10-18 24502 13855 10647 10647 37 CDW CORPORATION P 2016-07-19 2020-01-23 5098 1540 3558 3558 11 RBC BEARINGS INC P 2015-06-19 2020-01-23 1847 805 1042 1042 48 THE SCOTTS MIRACLE-GRO P 2018-02-05 2020-01-23 5204 4260 944 944 139 ASPEN TECHNOLOGY INC P 2016-07-19 2020-03-12 12720 5868 6852 6852 647 EXPEDITORS INTL WASH INC P 2016-07-19 2020-03-12 41007 32300 8707 8707 32 JACK HENRY & ASSOC INC P 2012-11-12 2020-03-04 5263 1231 4032 4032 19 LENNOX INTL INC P 2017-03-13 2020-03-04 4896 3181 1715 1715 49 MSCI INC COM P 2016-07-19 2020-03-12 12471 4002 8469 8469 199 DOCUSIGN INC P 2018-10-24 2020-05-20 25817 8002 17815 17815 253 TRACTOR SUPPLY CO P 2019-08-26 2020-05-20 27489 24813 2676 2676 20 ANSYS INC P 2016-07-19 2020-06-23 5789 1805 3984 3984 38 COPART INC P 2017-07-03 2020-06-23 3203 1220 1983 1983 38 MSCI INC P 2016-07-19 2020-06-03 12113 3103 9010 9010 33 PRIMERICA INC P 2014-05-19 2020-06-30 3842 1455 2387 2387 27 RBC BEARINGS INC P 2015-06-19 2020-06-30 3634 1975 1659 1659 55 SITEONE LANDSCAPE SUPPLY IN P 2018-10-12 2020-06-23 6205 3754 2451 2451 44 TERADYNE INC P 2018-10-30 2020-06-30 3722 1470 2252 2252 93 KLA CORP P 2018-02-15 2019-07-25 13005 9594 3411 3411 1833 NOKIA CP P 2018-05-25 2019-07-26 9428 10947 -1519 -1519 198 KOHLS CORP P 2019-04-29 2019-07-02 9317 14199 -4882 -4882 97 NOKIA CP P 2018-09-17 2019-07-22 499 535 -36 -36 43 TARGET CORP P 2017-12-06 2019-08-28 4575 2622 1953 1953 158 PFIZER CORP P 2015-03-02 2019-09-16 5812 5608 204 204 12 PFIZER CORP P 2018-09-17 2019-09-16 441 509 -68 -68 539 CENTERPOINT ENERGY INC P 2018-03-21 2019-11-20 13168 14514 -1346 -1346 12 CENTERPOINT ENERGY INC P 2019-03-04 2019-11-21 293 359 -66 -66 82 LAMAR ADVERTISING CO P 2015-03-02 2019-12-16 6973 5403 1570 1570 141 SABRE CORP P 2017-11-17 2019-12-16 3196 2703 493 493 3 LAMAR ADVERTISING CO P 2019-03-04 2019-12-18 256 238 18 18 8 SABRE CORP P 2019-03-04 2019-12-17 181 177 4 4 9 BROADCOM INC P 2018-09-12 2020-01-07 2821 2053 768 768 45 CISCO SYS INC P 2018-12-14 2020-01-07 2138 2047 91 91 42 CITIGROUP INC P 2018-07-24 2020-10-07 3314 2990 324 324 39 COCA COA EUROPEAN P 2018-10-15 2020-10-07 1933 1697 236 236 17 CROWN CASTLE INTL CORP P 2017-04-26 2020-01-07 2362 1561 801 801 28 EATON CORP PLC P 2017-11-06 2020-01-07 2656 2041 615 615 64 ENBRIDGE INC P 2018-12-19 2020-01-07 2535 2022 513 513 71 FIDELITY NATIONAL FIN IN P 2018-02-27 2020-01-07 3230 2865 365 365 176 HUNTINGTON BANCSHARES P 2018-03-12 2020-01-07 2531 2902 -371 -371 31 LYONDALEBASELL NC CL A P 2018-04-30 2020-10-07 2838 3301 -463 -463 47 PFIZER INC P 2015-03-02 2020-01-07 1822 1628 194 194 99 REGIONS FIN CORP P 2018-10-31 2020-01-09 1629 1690 -61 -61 440 SABRE CORP P 2017-11-15 2020-01-21 9964 8218 1746 1746 53 TAIWAN SMCNDCTR MFG P 2017-01-30 2020-01-07 3099 1650 1449 1449 25 TARGET CORP P 2017-12-06 2020-01-07 3092 1525 1567 1567 20 TEXAS INSTRUMENTS P 2017-12-06 2020-01-07 2598 1966 632 632 5 TOTAL SA SPON P 2018-09-17 2020-01-07 281 314 -33 -33 48 VERIZON COMM P 2017-12-06 2020-01-07 2866 2429 437 437 23 ABBVIE INC P 2019-09-16 2020-01-07 2043 1629 414 414 171 AES CORP P 2019-03-04 2020-01-07 3420 2885 535 535 49 BCE INC P 2019-08-28 2020-01-07 2274 2299 -25 -25 119 BRIXMOR PPTY GROUP INC P 2019-11-22 2020-10-07 2445 2577 -132 -132 4 CISCO SYS INC P 2019-03-04 2020-01-07 190 209 -19 -19 80 CITIZENS FIN GROUP INC P 2019-03-04 2020-01-07 3158 2874 284 284 6 COCA COLA EUROPEAN P 2019-03-25 2020-01-07 297 300 -3 -3 1 CROWN CASTLE INTL P 2019-05-10 2020-01-07 139 124 15 15 16 CUMMINS INC P 2019-03-12 2020-01-07 2794 2531 263 263 50 GILEAD SCIENCE P 2019-04-30 2020-01-07 3252 3244 8 8 12 HOME DEPOT INC P 2019-06-06 2020-01-07 2618 2345 273 273 19 JPMORGAN CHASE & CO P 2019-06-25 2020-01-07 2589 2063 526 526 55 MAGNA INTL INC P 2019-03-26 2020-01-07 2981 2622 359 359 42 TOTAL SA SPON P 2019-03-13 2020-01-07 2360 2457 -97 -97 5 VERIZON COMM P 2019-03-04 2020-01-07 299 289 10 10 42 WHIRLPOOL CORP P 2019-04-23 2020-01-06 6190 5907 283 283 72 EATON CORP PLC P 2015-03-02 2020-02-24 7326 4845 2481 2481 184 FIDELITY NATIONAL FIN P 2018-02-27 2020-02-07 8176 7413 763 763 216 OCCIDENTAL PETROLEUM CORP P 2018-06-04 2020-02-26 7482 18078 -10596 -10596 65 TARGET CORP P 2017-12-06 2020-02-24 7396 4697 2699 2699 1 EATON CORP P 2019-03-04 2020-02-24 102 78 24 24 71 HOME DEPOT INC P 2019-03-26 2020-02-18 17321 13528 3793 3793 59 OCCIDENTAL PETROLEUM CORP P 2019-03-04 2020-02-26 2044 2558 -514 -514 285 TOTAL SA SPON ADR P 2017-11-28 2020-03-20 7338 16166 -8828 -8828 287 DELTA AIR LINES INC P 2019-12-18 2020-03-17 9216 16840 -7624 -7624 90 GILEAD SCIENCE P 2019-04-30 2020-03-31 6709 5839 870 870 3 TOTAL SA SPON P 2019-03-25 2020-03-20 77 163 -86 -86 31 CROWN CASTLE INTL P 2017-04-26 2020-04-09 5048 2846 2202 2202 104 LAMAR ADVERTISING CO P 2015-03-02 2020-04-02 4195 5820 -1625 -1625 566 REGIONS FINANCIAL CORP P 2018-10-30 2020-04-02 4682 9337 -4655 -4655 558 BRIXMOR PPTY GROUP INC P 2019-07-02 2020-04-17 5125 10456 -1280 -5331 1094 KIMCO REALTY CORP P 2019-08-12 2020-04-17 9908 21218 -6770 -11310 157 AES CORP P 2018-01-22 2020-05-06 1965 1819 146 146 209 AES CORP P 2019-05-10 2020-05-06 2603 3523 -920 -920 606 BRIXMOR PPTY GROUP P 2019-07-19 2020-05-01 6578 11438 -1847 -4860 142 WILLIAMS SONOMA P 2020-03-23 2020-05-13 9227 5220 4007 4007 27007 false 211232 5280271 0.040004 271624 5167912 0.05256 241878 4838578 0.049989 258087 4206041 0.061361 186960 5092962 0.036709 0.240623 0.048125 5261309 253200 6 253206 237379 12 12 12 5920 5920 5908 40 5868 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 5235560 105870 0 5341430 0 5341430 80121 5261309 263065 263065 12 12 263053 263053 263053 237379 0 0 0 0 237379 237379 263053 0 2017 2016 2015 0 1783 1783 237379 0 237379 0 1783 1783 0 0 0 23891 X JAMES M STEWART MUSEUM FOUNDATION PO BOX 1 INDIANA PA 15701 NONE 501(C)3 MUSEUM 40000 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 15000 JOY CHRISTIAN SCHOOL 21000 N 75TH AVENUE GLENDALE CA 85308 NONE CHARITABLE 14000 WILD EARTH ALLIES 2 WISCONSIN CIRCLE SUITE 900 CHEVY CHASE MD 20815 NONE CHARITABLE 35000 THE KASIISI PROJECT 70 GILBERT STREET WATERTOWN MA 02472 CHARITABLE 5000 WORLD SAVVY 600 CALIFORNIA STREET 11TH FLOOR SAN FRANCISCO CA 94108 NONE CHARITABLE 5000 194000 14 48 14 81654 18 27007 OTHER INCOME - MORGAN STANLEY 41 46823 NET ACTIVITY FROM PARTNERSHIP INVESTMENT 41 1944 157476 157476 false false false false false false false false false false ACCOUNTING 8738 4369 4369 CORPORATE STOCK 3964163 5162665 FOREIGN TAXES 724 724 PROCESSING FEES 16 16 NET ACTIVITY FROM PARTNERSHIP INVESTMENT 1944 1944 MISCELLANEOUS INCOME - MORGAN STANLEY 46823 46823 INVESTMENT FEES 49088 49088 FRANCHISE TAX BOARD 10 10 U.S. TREASURY 7960 7960