2019-11-13T18:51:44-06:00 2018-12-31 814234542 BPM LLP 2010 N TUSTIN AVE SANTA ANA CA 927057827 990PF 2018-01-01 203198081 STANLEY W EKSTROM FOUNDATION INC C/O SILVERSTEIN & HUSTON STAN 7145472462 701 S PARKER ST NO 5500 ORANGE CA 92868 STEVEN A SILVERSTEIN PRESIDENT 7145472511 2019-11-06 1 GARY KRAMER P00064881 7145583236 2019-11-06 208.184.139.130 2019-11-06 11:14:18 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F8DD897BE37AED8F7A176D0D76C0A3AD02351858 2018 2020-03-31 21:24:44Z X 40686225 X 161202 11165 11165 733843 814075 77338 77338 59363 -162119 7223811 115041 921606 767043 1743035 1784662 0 0 0 3409 0 0 66165 0 33082 547 547 0 76184 13906 0 19522 17376 8352 0 0 69371 599 20668 243550 32428 53750 2588180 2438180 2831730 32428 2491930 -1088695 1752234 586549 644056 644056 331851 4411495 4411495 3009175 0 3542720 3009175 3009175 13739 17385811 19630443 19630443 860000 47785 829591 812215 812215 6707382 6098269 6098269 6438 6438 692521 0 0 13441681 6080572 6080572 43531845 40686225 40686225 350000 500000 0 16874 350000 516874 X 0 0 0 0 43181845 40169351 43181845 40169351 43531845 40686225 43181845 -1088695 98625 42191775 2022424 40169351 KINDER MORGAN INC (RETURN OF CAPITAL) P 8170 8170 0 0 KINDER MORGAN INC (RETURN OF CAPITAL) P 600 600 0 0 CAPITAL GAINS DIVIDENDS P 115041 115041 115041 115041 0 1748109 44221736 0.039531 950034 20370349 0.046638 20000 29057 0.688302 20000 22531 0.887666 135000 13974 9.660799 11.322936 2.264587 36524551 82713023 17522 82730545 2491930 35045 0 35045 0 35045 34752 35000 0 69752 6 34701 21200 13501 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.SWEFOUNDATION.ORG MARYANNE OTHMER 7145472511 701 S PARKER ST STE 5500 ORANGE CA 92868 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 23963502 2758014 10359246 37080762 0 0 37080762 556211 36524551 1826228 1826228 35045 35045 1791183 0 1791183 0 1791183 2491930 0 2491930 0 2491930 1791183 0 0 114138 114138 2491930 0 0 0 1791183 700747 0 0 814885 0 0 0 0 0 0 0 814885 114138 700747 STEVEN A SILVERSTEIN 701 S PARKER STREET 5500 ORANGE CA 92868 7145472462 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. NONE, ROLLING REVIEW OF APPLICATIONS SUBMITTED. 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. 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. 37000 JEREMY FAIN 15600 MULHOLLAND DR LOS ANGELES CA 90077 NONE INDIVIDUAL SCHOLARSHIP 7868 AMERICAN JEWISH UNIVERSITY 15600 MULHOLLAND DR LOS ANGELES CA 90077 NONE NON-PROFIT SCHOLARSHIP 47834 KRISTEN ATCHESON 535 BLUE WATER LANE FULLERTON CA 92831 NONE INDIVIDUAL SCHOLARSHIP 5000 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 NONE NON-PROFIT PROMOTION & ADVANCEMENT OF CHILDREN'S HEALTH 85000 CITRUS VALLEY HEALTH FOUNDATION PO BOX 6108 COVINA CA 91722 NONE NON-PROFIT FUNDRAISE FOR PRENATAL CARE UNIT 10000 SOUTH EL MONTE HIGH SCHOOL 1001 N DURFEE AVE SOUTH EL MONTE CA 91733 NONE EDUCATION INSTITUTIO CHOIR 14000 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 52070 EL MONTE WOMEN'S CLUB 3130 TYLER AVE EL MONTE CA 91731 NONE NON-PROFIT COMMUNITY SERVICE 14000 HERITAGE POINTE 28356 BELLOGENTE MISSION VIEJO CA 92691 NONE NON-PROFIT CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE & OTHER SENIOR SERVICES. 7500 HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVENUE 100 NEWPORT BEACH CA 92663 NONE NON-PROFIT INNOVATION FUND FOR INFECTION PREVENTION 10000 INSTITUTE OF ARTS MUSIC & SCIENCE 16415 CLARK AVE BELLFLOWER CA 90706 NONE NON-PROFIT PROMOTING THE ARTS & SCIENCES 20000 JERRY ORTIZ BOXING GYM 11333 VALLEY BLVD EL MONTE CA 91731 NONE NON-PROFIT ENRICH THE QUALITY OF LIFE FOR AT RISK YOUTH BY PROMOTING PHYSICAL ACTIVITY & GOOD SPORTSMANSHIP 5000 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 15000 SOUTH EL MONTE SOROPTIMIST PO BOX 4105 EL MONTE CA 91734 NONE NON-PROFIT SUPPORT FOR LOCAL SCHOOL SCHOLARSHIP PROGRAM 5000 ANNA MALDONADO 502 N MAIN ST BOX 1540 MEADVILLE PA 16335 NONE INDIVIDUAL SCHOLARSHIP TO ALLEGHENY COLLEGE 550 FUNDACION ECOLOGICA BIOMAR CALLE PINTORES 835 ZAPOPAN JALISCO MX 45030 NONE NON-PROFIT SUPPORT FOR TURTLE RESCUE IN MEXICAN PLAYAS 50000 MENTORING & PARTNERSHIP FOR YOUTH DEVELOPMENT 150S LOS ROBLES AVE 650 PASADENA CA 91101 NONE NON-PROFIT YOUTH CAMP DONATION 25007 THE NOVEMBER 10TH ASSOCIATION PO BOX 804 CORONA DEL MAR CA 92625 NONE INFORMAL ORGANIZATIO MARINE CORPS BIRTHDAY CELEBRATION 2500 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 150000 HEALING WITH HOPE AND HAPPINEESS PO BOX 544 JENISON MI 49429 NONE NON-PROFIT TO HELP HEALING THOSE UNDERGOING MEDICAL TREATMENTS. 10000 WILDLIFE - WAYSTATION 14831 LITTLE TUJUNGA CANYON RD ANGELES NATIONAL FORES CA 91342 NONE NON-PROFIT X-RAY MACHINE, SOFTWARE & POWER GENERATOR & ULTRA-SOUND MACHINE 90000 JEWISH FEDERATION & FAMILY SERVICES 1 FEDERATION WAY 210 IRVINE CA 92603 NONE NON-PROFIT CARES FOR PEOPLE IN NEED & STRENGTHENS JEWISH COMMUNITY IN ORANGE COUNTY & ISRAEL 50000 KITTEN RESCUE 3519 CASITAS AVE LOS ANGELES CA 90039 NONE NON-PROFIT TO FIND LOVING HOMES FOR UNWANTED HOMELESS CATS & KITTENS 10000 LOS ANGELES COUNTY POLICE CANINE ASSOCIATION PO BOX 221928 NEWHALL CA 91322 NONE NON-PROFIT SUPPORT & PROMOTE WELFARE & SAFETY OF CANINE TEAMS IN LAW ENFORCEMENT IN L.A. COUNTY 3500 MONICA NARANJO 2504 DANA ST BERKELEY CA 94704 NONE INDIVIDUAL SCHOLARSHIP FOR CAL STATE BERKELEY 8000 ONEOC 1901 E FOURTH STREET 100 SANTA ANA CA 92705 NONE NON-PROFIT ACCELERATING NONPROFIT SUCCESS 85000 READING IN MOTION 65 E WACKER PLACE STE 305 CHICAGO IL 60601 NONE NON-PROFIT TO GET EVERY STUDENT READING AT OR ABOVE GRADE LEVEL WITHIN THE FIRST YEARS OF SCHOOL. 52000 SOARING SPIRITS INTERNATIONAL 2828 COCHRAN ST 194 SIMI VALLEY CA 93065 NONE NON-PROFIT CREATE INNOVATIVE PEER-BASED GRIEF SUPPORT PROGRAMS THAT SERVE A WORLDWIDE POPULATION 37000 ST JOSEPH HOSPITAL FOUNDATION 1100 W STEWART DR ORANGE CA 92868 NONE NON-PROFIT FOR THE HEART AND VASCULAR CENTER 250000 THE FREEDOM COMMITTEE OF OC 3465 SANTA CLARA CIR COSTA MESA CA 92626 NONE NON-PROFIT PROVIDE LIVING HISTORY EDUCATION TO STUDENTS BASED ON REAL LIFE EXPERIENCES FROM MILITARY VETERANS 50000 VILLA CHARDONNAY HORSES WITH WINGS PO BOX 890130 TEMECULA CA 92589 NONE NON-PROFIT RESCUE ABUSED, ABANDONED & SPECIAL NEEDS SLAUGHTER BOUND ANIMALS. 7500 ALS FOUNDATION GOLDEN WEST CHAPTER PO BOX 565 AGORA HILLS CA 91376 NONE NON-PROFIT SO CAL RIDE TO DEFEAT ALS SPONSORSHIP 5000 GIRL SCOUTS OF ORANGE COUNTY 9500 TOLEDO WAY 100 IRVINE CA 92618 NONE NON-PROFIT VARIOUS SCOUT EVENTS 7945 CAMP PENDLETON BOX 555028 BLDG 16144 A ST CAMP PENDLETON CA 92055 NONE NON-PROFIT WELCOME HOME BASKETS FOR CAMP PENDLETON VETS 2326 EXCHANGE CLUB OF TUSTIN 13844 COMANCHE TUSTIN CA 92782 NONE NON-PROFIT VOLUNTEERS SEEKING TO IMPROVE THE COMMUNITY THROUGH SERVICE 626 BACA PO BOX 1431 BREA CA 92822 NONE NON-PROFIT CREATE A SAFER ENVIRONMENT FOR ABUSED CHILDREN. 10000 BLUE LINE BEARS INC 1031 SE 5TH TERRACE CAPE CORAL FL 33990 NONE NON-PROFIT TO HELP CHILDREN OF FALLEN LAW ENFORCEMENT OFFICERS TO COPE WITH THE LOSS OF A PARENT. 15000 CHAPMAN UNIVERSITY ONE UNIVERSITY DRIVE ORANGE CA 92866 NONE NON-PROFIT PROVIDE EDUCATION 40000 CITY OF HOPE 1500 E DUARTE ROAD DUARTE CA 91010 NONE NON-PROFIT PROVIDING CARE, INNOVATIVE RESEARCH AND VITAL EDUCATION FOCUSED ON ELIMINATING CANCER. 25000 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. 73750 EL MONTE-ROSEMEAD ADULT SCHOOL 10807 RAMONA BLVD EL MONTE CA 91731 NONE NON-PROFIT SCHOLARSHIPS FOR ADULT EDUCATION STUDENTS 15000 EXCHANGE CLUB OF NEWPORT HARBOR PO BOX 1022 NEWPORT BEACH CA 92659 NONE NON-PROFIT PROVIDE DIRECT CONTRIBUTIONS TO THE CHILD ABUSE PREVENTION CENTER OF O.C & SCHOLARSHIPS TO CHILDREN IN NEED. 7500 PACIFIC YOUTH BOATING ASSOCIATION 2005 PALO VERDE AVE 123 LONG BEACH CA 90815 NONE NON-PROFIT DONATION OF 2002 55' FLEMING YACHT. BOOK VALUE OF $690,375. FAIR MARKET VALUE OF $789,000 PER APPRAISAL. GIFTED ON 7/10/18. 789000 HARBOR VIEW SCHOOL 900 GOLDENROD AVE CORONA DEL MAR CA 92625 NONE NON-PROFIT ELEMENTARY SCHOOL FUNDRAISER 1408 KNIGHTS OF COLUMBUS #5385 348 S BEDFORD ROAD ORANGE CA 92868 NONE NON-PROFIT CATHOLIC FRANTERNAL ORGANIZATION PROMOTING & CONDUCTING EDUCATIONAL, CHARITABLE & RELIGIOUS WORKS 5000 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. 50000 MARYVALE 7600 E GRAVES AVE ROSEMEAD CA 91770 NONE NON-PROFIT TO PROVIDE RESIDENTIAL, EDUCATIONAL, MENTAL HEALTH & COMMUNITY BASED SERVICES. 6500 MCKINLEY CHILDRENS CENTER INC 762 CYPRESS ST SAN DIMAS CA 91773 NONE NON-PROFIT PROVIDE EDUCATION, COUNSELING & SOCIAL SERVICES. 1000 NEMESIS ELITE 12434 BELLFLOWER BLVD DOWNEY CA 90242 NONE NON-PROFIT COLLEGE PREPATORY FASTPITCH ACADEMY 2500 PAMELA RODRIGUEZ 520 N MAIN STREET BOX 1817 MEADVILLE PA 16335 NONE INDIVIDUAL SCHOLARSHIP TO ALLEGHENY COLLEGE 5000 STRENGTH IN SUPPORT 23461 SOUTH POINTE DRIVE SUITE 310 LAGUNA HILLS CA 92653 NONE NON-PROFIT TO PROVIDE MENTAL HEALTH SERVICES TO MILITARY PERSONNEL, VETERANS AND THEIR FAMILIES. 40000 THOMAS KINTONIS DDS 2461 PROFESSIONAL CT LAS VEGAS NV 89128 NONE INDIVIDUAL TO PROVIDE DENTAL WORK FOR UNDERPRIVELEGED CHILD. 693 TRUMAN ORTHODONTICS 10000 W SAHARA AVE STE 110 LAS VEGAS NV 89117 NONE INDIVIDUAL ORTHODONTIC WORK FOR JADEN BRIZZOLARA 5662 WILSON HIGH SCHOOL 4400 E TENTH ST LONG BEACH CA 90804 NONE NON-PROFIT 2018 GRAD NIGHT 1500 WLL ENTERPRISES INC PO BOX 5273 CARSON CA 90749 NONE NON-PROFIT TO ELIMINATE CHILDHOOD OBESITY THROUGH EDUCATION, NUTRITION AND PHYSICAL FITNESS. 2500 MEALS IN A BOX 2868 STROMBOLI ROAD COSTA MESA CA 92626 NONE NON-PROFIT FOOD FOR VETERANS AT COASTLINE COMMUNITY COLLEGE 5000 STARLIGHT CHILDREN'S FOUNDATION 400 CORPORATE POINTE SUITE 590 CULVER CITY CA 90230 NONE NON-PROFIT EVEREST BASE CAMP CHALLEGE - FUNDRAISING EVENT. 3976 SEA SCOUTS 2005 PALO VERDE AVE 123 LONG BEACH CA 90804 NONE NON-PROFIT TO PURCHASE A TRAILER FOR THE BOAT DONATED BY THE FOUNDATION. 6465 MARINE & WILDLIFE PO BOX 4250 SANTA BARBARA CA 93140 NONE NON-PROFIT TO HELP & SUPPORT MARINE WILDLIFE 5000 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. 27500 TAVERA FAMILY 11221 LINARD STREET SOUTH EL MONTE CA 91733 NONE INDIVIDUAL PREPARE & DISTRIBUTE THANKSGIVING BASKETS TO VETERANS 5000 CAMP PENDLETON MARINES PACIFIC COAST HIGHWAY CAMP PENDLETON CA 92055 NONE GOVERNMENT ORGANIZAT SPONSORED GOLD TOURNAMENT TO RAISE MONEY FOR CAMP PENDLETON MARINES. 6000 ST JOSEPH HOSPITAL FOUNDATION 1100 W STEWART DR ORANGE CA 92868 NONE NON-PROFIT FOR THE HEART AND VASCULAR CENTER 50000 2438180 ST JOSEPH HOSPITAL FOUNDATION 1100 W STEWART DR ORANGE CA 92868 NONE NON-PROFIT FOR THE HEART AND VASCULAR CENTER 250000 ST JOSEPH HOSPITAL FOUNDATION 1100 W STEWART DR ORANGE CA 92868 NONE NON-PROFIT FOR THE HEART AND VASCULAR CENTER -50000 HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVENUE 100 NEWPORT BEACH CA 92663 NONE NON-PROFIT INNOVATION FUND FOR INFECTION PREVENTION -50000 150000 14 11165 14 733843 16 59363 14 921606 18 -162119 0 1563858 0 1563858 0 0 0 0 0 0 0 0 0 0 X X 1 STANLEY W EKSTROM ADMINISTRATIVE TRUST 1329 POTRERO AVENUE SOUTH EL MONTE CA 91733 161102 X ACCOUNTING 66165 0 33082 BUILDING 2016-08-01 677680 41268 SL 39.000000000000 17376 17376 OFFICE EQUIPMENT 2016-01-01 6438 4292 SL 3.000000000000 2146 0 55' PILOTHOUSE MOTOR YACHT 2016-09-30 789000 98625 SL 10.000000000000 0 0 132 SOUTH BAYFRONT, NEWPORT BEACH, CA PURCHASED 7100000 385930 -285930 CHARLES SCHWAB - EQUITIES 14811855 14811855 VANGUARD - EQUITIES 806852 806852 KEMO SABE LEASING, LLC 318459 318459 TD AMERITRADE EQUITIES 3693277 3693277 BUILDING 677680 58644 619036 CHARLES SCHWAB - MUTUAL FUNDS/PTPS FMV 748725 748725 VANGUARD - MUTUAL FUNDS/ETF'S FMV 4688388 4688388 GOLD COINS FMV 138825 138825 TD AMERITRADE MUTUAL FUNDS FMV 522331 522331 OFFICE EQUIPMENT 6438 6438 0 LEGAL 3409 0 0 INVESTMENT IN PARTNERSHIPS 6441681 6080572 6080572 132 S. BAY FRONT, NEWPORT BEACH, CA 7000000 0 0 UNREALIZED DEPRECIATION OF ASSETS 2022424 INSURANCE 7132 0 7132 OFFICE EXPENSE 13343 0 0 REPAIRS & MAINTENANCE 45386 0 10625 WEB SITE DESIGN 2911 0 2911 UTILITY FEE 599 599 0 TD AMERITRADE 10000 10000 10000 BROTHERS REALTY, LLC 262483 262483 262483 CIF-NC, LLC 6555 6555 6555 EKSTROM PROPERTIES, LTD 268167 268167 268167 EKSTROM CARDINAL TRUST INTEREST 55658 55658 55658 SASSY PANTS II INTEREST 5400 5400 5400 CIF NOTE RECEIVABLE INTEREST 145281 145281 145281 KEMO SABE LEASING, LLC NOTE REC. INTEREST 3427 3427 3427 NUSTAR ENERGY, LP 20586 0 20586 BUCKEYE PARTNERS, LP 19519 0 19519 STANLEY EKSTROM ADMINISTRATIVE ESTATE 2986 STANLEY EKSTROM ADMINISTRATIVE ESTATE 7086 ENERGY TRANSFER PARTNERS, LP 25425 0 25425 KEMO SABE LEASING, LLC (EQUITY METHOD) 88924 0 88924 ENERGY TRANSFER LP 5856 0 5856 ENTERPRISE PRODUCTS PARTNERS LP 4325 0 4325 FMV DIFFERENCE IN ASSET DONATION 98625 EXCISE TAX PAYABLE 0 16874 INVESTMENT FEES 547 547 0 FOREIGN TAXES 13906 13906 0 FEDERAL TAXES (990-PF) 43497 0 0 OTHER TAXES & FEES 1810 0 0 PROPERTY TAXES 16971 0 0