STEWART FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
STEWART FOUNDATION (EIN 95-4646884)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-05
IRS object ID
201803099349100010
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-05T10:14:22-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARD R NYHUS JR & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111661 SAN VICENTE BLVD 310AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954646884EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEWART FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WARD R NYHUS JR & COInCareOfNm
Business Name ControlSTEWBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111999 San Vicente Blvd 220AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY M PAULPersonNm
Person TitletrusteePersonTitleTxt
Phone3102852326PhoneNum
Signature2018-10-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWARD R NYHUS JRPreparerPersonNm
PTINP01325619PTIN
Phone3102071186PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.75.41.98IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95381520183095000000FederalOriginalSubmissionId
Federal Original Submission Id2018-11-05FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC6D6D9D1BCE8C6C38AB3DD60051BEA2339333C4EAtSubmissionCreationDeviceId
At Submission Filing Device IdC6D6D9D1BCE8C6C38AB3DD60051BEA2339333C4EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,235,224FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,867InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,867InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$91,976DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,976DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$118,784NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,664,490GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$118,784CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$63,094OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$63,094OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$275,721TotalRevAndExpnssAmt
Total Net Invst Incm$275,721TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$49,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,250CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$36,750CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,056AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,528AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,528AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$54,947OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$54,947OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,330TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,320TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$855OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$855OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$114,188TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$74,900TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$39,288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$234,344ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$234,344ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$348,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$74,900TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$273,632TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$72,811ExcessRevenueOverExpensesAmt
Net Investment Income$200,821NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$260,580SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$205,659SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$205,659SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,948,143CorporateStockBOYAmt
Corporate Stock EOY$3,930,253CorporateStockEOYAmt
Corporate Stock EOYFMV$5,029,565CorporateStockEOYFMVAmt
Total Assets BOY$4,208,723TotalAssetsBOYAmt
Total Assets EOY$4,135,912TotalAssetsEOYAmt
Total Assets EOYFMV$5,235,224TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,208,723RetainedEarningBOYAmt
Retained Earning EOY$4,135,912RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,208,723TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,135,912TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,208,723TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,135,912TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,208,723TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$72,811ExcessRevenueOverExpensesAmt
Subtotal$4,135,912SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,135,912TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (108 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
6000 HSBC CIAUTO MET 50120P2017-04-282017-07-27$60,000$60,000
6000 C CIAUTO QCOM 50120P2017-04-282017-08-02$60,000$60,000
5000 HSBC CIAUTO GILDP2017-01-272017-08-01$50,000$50,000
10000 BCS CIAUTO UBSP2017-06-092017-09-14$100,000$100,000
6000 JPM CIAUTO BMYP2017-04-282017-11-02$60,000$60,000
6000 JPM CIAUTO METP2017-07-312017-11-03$60,000$60,000
7500 BCS AUTO JUMP GSP2017-09-222017-12-28$75,000$75,000
5000 BCS CIAUTO XOPP2017-06-092017-12-14$50,000$50,000
6000 BCS AGNP2017-10-312018-02-05$60,000$60,000
6000 HSBC CIAUTO QCOMP2017-07-312018-02-05$60,000$60,000
5000 JPM CIAUTO GILDP2017-07-312018-02-05$50,000$50,000
60000 HSBC CIAUTO SX5EP2018-02-092018-05-14$60,000$60,000
7500 BCS CIAUTO KRP2017-03-242018-06-28$75,000$75,000
131 JACK HENRY & ASSOC INCP2010-09-212017-07-07$13,515$3,393$10,122$10,122
427 CHURCH & DWIGHT COP2016-07-192017-08-07$21,412$21,399$13$13
36 LANDSTAR SYSTEMP2012-11-122017-08-31$3,353$1,947$1,406$1,406
1630 MONOTYPE IMAGING HLDGS INP2013-09-242017-08-28$29,672$40,741-$11,069-$11,069
405 EQUIFAX INCP2016-07-192017-09-08$49,746$54,412-$4,666-$4,666
650 DENTSPLY SIRONA INCP2016-07-192017-10-20$40,163$40,711-$548-$548
108 RBC BEARINGS INCP2015-02-062018-01-26$13,939$6,580$7,359$7,359
120 WYNN RESORTS LTDP2016-07-192018-01-30$19,772$11,373$8,399$8,399
445 DRILL-QUIP INCP2016-09-282018-04-24$19,810$23,611-$3,801-$3,801
54 LANDSTAR SYSTEM INCP2008-08-262018-04-17$5,973$2,606$3,367$3,367
655 MANHATTAN ASSOC INCP2016-07-192018-04-17$28,123$38,319-$10,196-$10,196
388 MANHATTAN ASSOC INCP2017-10-252018-04-18$16,600$17,039-$439-$439
176 ASPEN TECHNOLOGY INCP2016-07-192018-06-01$16,625$7,430$9,195$9,195
122 CORE LABORATORIES N VP2015-03-162018-06-01$15,167$11,998$3,169$3,169
63 CELANESE CORP SER AP2014-10-152017-07-05$5,984$3,204$2,780$2,780
0.364 BRIGHTHOUSE FINL INCP2016-09-012017-08-04$21$18$3$3
679 AT&T INCP2009-11-242017-11-08$22,373$18,454$3,919$3,919
63 CELANESE CORP SERIES AP2014-10-152017-11-08$6,699$3,204$3,495$3,495
62 3M COMPANYP2004-10-292018-01-18$15,239$4,804$10,435$10,435
1 AFLAC INCP2011-05-232018-01-18$86$49$37$37
768 KOHLS CORPP2016-10-252018-01-04$41,855$33,557$8,298$8,298
517 PBF ENERGY INCP2016-10-252018-01-04$17,804$11,071$6,733$6,733
205 ABBVIE INCP2016-11-022018-02-11$24,702$11,679$13,023$13,023
306 XYLEM INCP2011-12-122018-04-10$23,530$7,222$16,308$16,308
0.878 AT&T INCP2009-11-242018-06-15$28$17$11$11
66 PBF ENERGY INCP2016-10-272018-06-13$3,122$1,413$1,709$1,709
494 TIME WARNER INCP2008-09-152018-06-15$26,553$26,553$26,553
455 MATTEL INCP2016-07-192017-08-04$8,643$14,409-$5,766-$5,766
0.125 STERLING BANCORP COMP2016-07-192017-10-02$3$2$1$1
36 ACTIVISION BLIZZARD INCP2016-07-192018-01-22$2,567$1,492$1,075$1,075
7 AKAMAI TECHNOLOGIES INCP2016-07-192018-01-22$458$403$55$55
15 ALLEGHENY TECH INCP2016-07-192018-01-22$430$217$213$213
12 AMERICAN TOWER REITP2016-07-192018-01-22$1,662$1,405$257$257
26 APACHE CORPP2016-07-192018-01-22$1,230$1,434-$204-$204
12 ARRIS INTL INCP2016-09-132018-01-22$306$328-$22-$22
18 BLACK KNIGHT INCP2016-07-192018-01-22$937$689$248$248
19 BORG WARNER INCP2016-07-192018-01-22$1,071$603$468$468
4 BOSTON PROPERTIES INCP2016-07-192018-01-22$492$550-$58-$58
19 CBRE GROUP INCP2016-07-192018-01-22$865$526$339$339
24 CF INDUSTRIES HOLDINGSP2016-07-192018-01-22$976$634$342$342
1.585 BECTON DICKINGSONP2017-12-292018-01-02$366$340$26$26
7 ALEXANDRIA REAL ESTATEP2016-07-192018-01-22$890$725$165$165
37 BECTON DICKINSON & COP2017-12-292018-02-08$8,049$7,930$119$119
33 CONTINENTAL RESOURCES INCP2016-07-192018-04-18$2,111$1,510$601$601
37 CSX CORPP2016-07-192018-04-18$2,235$1,042$1,193$1,193
13 CUMMINS INCP2016-07-192018-04-27$2,092$1,513$579$579
43 D R HORTON INCP2016-07-192018-04-18$1,966$1,463$503$503
6 HUMANA INCP2016-07-192018-04-18$1,793$907$886$886
31 INTERCONTINENTAL EXCHANGEP2016-07-192018-04-27$2,251$1,636$615$615
18 INTUIT INCP2016-07-192018-04-18$3,265$2,070$1,195$1,195
91 ON SEMICONDUCTOR CORPP2016-07-192018-04-18$2,326$870$1,456$1,456
24 PROGRSSIVE CORP OHIOP2016-07-192018-04-27$1,460$786$674$674
1 ROYAL CARIIBBEAN CRUISES LTDP2016-07-192018-04-18$118$70$48$48
39 DIGITAL REALTY TRUST INCP2015-03-022017-07-17$4,388$2,615$1,773$1,773
95 QUALCOMM INCP2016-02-172017-07-17$5,370$4,597$773$773
431 PLAINS GP HLDGS LPP2015-08-062017-08-28$9,109$15,916-$6,807-$6,807
279 JOHNSON CTLS INTL PLCP2016-09-062017-09-27$11,177$12,748-$1,571-$1,571
118 PROCTOR & GAMBLEP2015-06-172017-09-05$10,903$8,405$2,498$2,498
0.13 DIGITAL REALTY TRUST INCP2016-10-212017-09-14$15$10$5$5
342 AT&T INCP2015-03-022017-10-20$12,122$11,704$418$418
119 L BRANDS INCP2016-02-102017-11-06$5,691$10,022-$4,331-$4,331
64 MICROCHIP TECHNOLOGY INCP2015-03-022017-11-15$5,757$3,255$2,502$2,502
43 CROWN CASTLE INTLP2016-11-172017-11-16$4,782$3,660$1,122$1,122
811 PITNEY BOWES INCP2017-01-112017-11-09$8,251$12,697-$4,446-$4,446
248 ABBOTT LABORATORIESP2016-07-192017-12-06$13,534$10,326$3,208$3,208
247 GLAXOSMITHKLINE PLCP2015-03-022017-12-06$8,565$11,001-$2,436-$2,436
102 JOHNSON & JOHNSONP2015-03-022017-12-06$14,375$10,533$3,842$3,842
229 CISCO SYS INCP2015-03-022018-01-31$9,503$6,934$2,569$2,569
60 CRACKER BARREL OLD CTRY STOP2016-10-312018-01-17$10,308$8,197$2,111$2,111
44 INTL BUSINESS MACHINES CORPP2016-07-202018-01-23$7,214$7,074$140$140
150 VENTAS INCP2015-03-022018-01-17$8,206$9,741-$1,535-$1,535
142 WEYERHAEUSER COP2015-03-022018-01-17$4,974$4,992-$18-$18
441 HANESBRANDS INCP2017-01-312018-01-17$9,730$10,368-$638-$638
77 WELLTOWER INCP2017-03-202018-01-17$4,577$5,209-$632-$632
219 COVANTA HOLDING CORPP2015-03-022018-02-27$3,298$4,370-$1,072-$1,072
63 DIGITAL REALTY TRUSTP2015-03-022018-02-27$6,325$4,243$2,082$2,082
338 HOSPITALITY PPTYS TRP2015-03-022018-02-26$8,785$10,398-$1,613-$1,613
87 TUPPERWARE BRANDS CORPP2017-01-302018-02-08$4,344$5,185-$841-$841
332 WEYERHAEUSER COP2015-03-022018-02-27$11,717$11,270$447$447
43 TARGET CORPP2017-09-052018-02-15$3,258$2,454$804$804
5 COVANTA HOLDING CORPP2015-03-022018-03-01$75$100-$25-$25
123 PACWEST BANCORPP2016-03-242018-03-12$6,527$4,528$1,999$1,999
106 TAPESTRY INCP2015-03-022018-03-21$5,640$4,583$1,057$1,057
214 INTERNATIONAL PAPER COP2017-05-032018-03-21$11,365$11,366-$1-$1
150 NATIONAL GRID PLCP2017-03-232018-03-21$8,076$10,351-$2,275-$2,275
132 BK MONTREALP2015-03-022018-04-24$10,003$8,134$1,869$1,869
395 ENBRIDGE INCP2005-03-212018-04-24$11,619$14,080-$2,461-$2,461
18 BK MONTREALP2017-06-262018-04-26$1,368$1,279$89$89
37 ABBVIE INCP2015-03-022018-05-14$3,918$2,239$1,679$1,679
107 CISCO SYS INCP2015-03-022015-05-14$4,900$3,240$1,660$1,660
288 MERCK & COP2015-03-022018-05-14$16,971$16,888$83$83
213 TAPESTRY INCP2015-03-022018-05-14$9,691$9,209$482$482
67 TARGET CORPP2017-09-052018-05-25$4,769$3,825$944$944
96 ABBVIE INCP2015-03-022018-06-01$9,441$5,054$4,387$4,387
52 SYSCO CORPP2017-12-062018-06-07$3,421$3,101$320$320
FieldValueIRS element (for citing)
Capital Gain Net Income$118,784CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$241,878AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,838,578NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049989DistributionYr1Rt
Adjusted Qlfy Distri Yr2$258,087AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,206,041NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061361DistributionYr2Rt
Adjusted Qlfy Distri Yr3$186,960AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,092,962NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036709DistributionYr3Rt
Adjusted Qlfy Distri Yr4$218,683AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,573,331NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047817DistributionYr4Rt
Adjusted Qlfy Distri Yr5$222,736AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,025,976NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055325DistributionYr5Rt
Total Distribution0.251201TotalDistributionRt
Average Distribution0.05024AverageDistributionRt
Net Vl Noncharitable Assets$5,167,912NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$259,636AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,008NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$261,644AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$273,632QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,008InvestmentIncomeExciseTaxAmt
Subtotal$2,008SubtotalAmt
Tax Based On Investment Income$2,008TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,320TotalPaymentsAndCreditsAmt
Overpayment$2,312OverpaymentAmt
Applied To ES Tax$2,040AppliedToESTaxAmt
Refund$272RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WARD R NYHUS JR & COBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3102071186PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111661 SAN VICENTE BLVD 310AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL H MCLEAN
11999 San Vicente Blvd 220Los AngelesCA90049OFFICER0$0$0$0
KELLY STEWART HARCOURT
11999 San Vicente Blvd 220Los AngelesCA90049OFFICER0$0$0$0
JUDY STEWART MERRILL
11999 San Vicente Blvd 220Los AngelesCA90049OFFICER0$0$0$0
GREGORY M PAUL
11999 San Vicente Blvd 220Los AngelesCA90049OFFICER0$49,000$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,107,358AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$139,253AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,246,611TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,246,611AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,167,912NetVlNoncharitableAssetsAmt
Minimum Investment Return$258,396MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$258,396MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,008TaxBasedOnInvestmentIncomeAmt
Total Tax$2,008TotalTaxAmt
Distributable Before Adj$256,388DistributableBeforeAdjAmt
Distributable Before Ded$256,388DistributableBeforeDedAmt
Distributable As Adjusted$256,388DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$273,632ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$273,632QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,008PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$271,624AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$256,388DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$22,850ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,563ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,413TotalExcessDistributionCyovAmt
Qualifying Distributions$273,632QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$256,388AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,244RemainingDistriFromCorpusAmt
Total Corpus$48,657TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$48,657ExcessDistriCyovToNextYrAmt
Excess From Year2$22,850ExcessFromYear2Amt
Excess From Year1$8,563ExcessFromYear1Amt
Excess From Current Year$17,244ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WORLD SAVVY
474 VALENCIA ST SUITE 156SAN FRANCISCOCA94103501(C)3CHARITABLE$15,000
JAMES M STEWART MUSEUM FOUNDATION
PO BOX 1INDIANAPA15701501(C)3MUSEUM$40,000
VIP EDUCATION FUND
1802 E THOMAS ROAD SUITE 15PHOENIXAZ85016501(C)3EDUCATION$15,000
HEARTLAND FILM FESTIVAL
200 S MERIDIAN STREET 220INDIANAPOLISIN46225501(C)3CHARITABLE$30,000
ST JOHN'S HEALTH CENTER
2121 SANTA MONICA BLVDSANTA MONICACA90404501(C)3CHARITABLE$7,500
SOUTHERN ALLEGHENIES MUSEUM OF ART
PO BOX 9LORETTOPA15940501(C)3CHARITABLE$10,000
THE KASIISI PROJECT
64 LINNAEAN STREETCAMBRIDGEMA01238501(C)3CHARITABLE$20,000
FAUNA & FLORA INTERNATIONAL INC
1720 N STREET NWWASHINGTONDC20036CHARITABLE$20,000
FACE FORWARD INC
9735 WILSHIRE BLVD 300BEVERLY HILLSCA90212CHARITABLE$15,000
THE LEAKY FOUNDATION
1003 OREILLY AVENUESAN FRANCISCOCA94129CHARITABLE$41,844
WILD EARTH ALLIES
2 WISCONSIN CIRCLE SUITE 900CHEVY CHASEMD20815CHARITABLE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$234,344TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,867ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,976ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$118,784ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER41$49,570
TAX REFUND41$13,524

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$275,721ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$275,721TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,056Amt
Net Investment Income$2,528NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,528DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$3,930,253EOYBookValueAmt
EOYFMV$5,029,565EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$743$743
CA STATE REGISTRY$75$75
PROCESSING FEES$37$37

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NET ACTIVITY FROM PARTNERSHIP INVESTMENT$2,673$2,673
MISCELLANEOUS INCOME - MORGAN STANLEY$46,897$46,897
TAX REFUND$13,524$13,524

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$54,947Amt
Net Investment Income$54,947NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FRANCHISE TAX BOARD$10$10
U.S. TREASURY$4,320$4,320

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