2017-08-14T14:19:25-05:00 2016-12-31 953417301 KRAMER & OLSEN ACCOUNTANCY CORP 2010 N TUSTIN AVE SANTA ANA CA 92705 990PF 2016-01-01 203198081 STANLEY W EKSTROM FOUNDATION INC C/O SILVERSTEIN & HUSTON STAN 7145472511 701 S PARKER ST NO 5500 ORANGE CA 92868 STEVEN A SILVERSTEIN PRESIDENT 7145472511 2017-08-07 1 GARY KRAMER P00064881 7145583236 64.183.50.195 2017-08-07 13:40:06 PD P 296854D52D7E283BBD5393E3879BDA8705396621 AD7C7021B591598538DCF6DF4616D04C78F8D0B0 2016 2021-01-29 14:40:06Z X 41652656 X 40477718 47 47 398965 387041 55419 55419 48179 71027 465219 169590 702984 1872476 41706160 2484573 0 0 0 7222 0 0 3920 0 0 2855 2855 0 55657 7497 0 35853 7240 7964 0 0 46411 0 27796 159882 17592 27796 1172238 922238 1332120 17592 950034 40374040 2466981 24069 138592 138592 2272759 2272759 4283746 0 0 4283746 4283746 0 13701925 13701925 860000 13032 846968 846968 0 5676666 5676666 833438 22821 0 810617 810617 0 13921383 13921383 24069 41652656 41652656 250000 0 48000 0 298000 X 0 0 0 0 24069 41354656 24069 41354656 24069 41652656 24069 40374040 956547 41354656 0 41354656 TALEN ENERGY CORP (124 SH) P 1736 1951 -215 -215 AGL RESOURCES, INC (5951 SH) P 392766 292215 100551 100551 FRONTIER COM CO (RETURN OF CAPITAL) P 1463 1463 0 0 CAPITAL GAINS DIVIDENDS P 69254 69254 69254 169590 0 20000 29057 0.688302 20000 22531 0.887666 135000 13974 9.660799 100850 27752 3.633972 169656 50771 3.341593 18.212332 3.642466 20370349 74198304 24670 74222974 950034 49340 0 49340 0 49340 80000 80000 X 545 30115 30115 0 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 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 12996792 654775 7028990 20680557 0 0 20680557 310208 20370349 1018517 1018517 49340 49340 969177 0 969177 0 969177 950034 0 950034 0 950034 969177 0 0 167117 99462 134301 18873 18547 438300 950034 0 0 0 950034 0 19143 19143 419157 0 0 0 0 0 0 147974 271183 99462 134301 18873 18547 STEVEN A SILVERSTEIN 701 S PARKER STREET 5500 ORANGE CA 92868 7145472511 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. 32480 SOUTH EL MONTE HIGH SCHOOL 1001 N DURFEE AVE S EL MONTE CA 91733 NONE EDUCATION INSTITUTIO SCHOOL OF ENGINEERING 150 AMERICAN JEWISH UNIVERSITY 15600 MULHOLLAND DR LOS ANGELES CA 90077 NONE NON-PROFIT SCHOLARSHIP 24815 KARLA ATCHESON 535 BLUE WATER LANE FULLERTON CA 92831 NONE INDIVIDUAL SCHOLARSHIP 5000 CHABAD CENTER FOR JEWISH LIFE 2240 UNIVERSITY DRIVE NEWPORT BEACH CA 92660 NONE NON-PROFIT EDUCATIONAL 25000 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 NONE NON-PROFIT PROMOTION & ADVANCEMENT OF CHILDREN'S HEALTH 100000 CITRUS VALLEY HEALTH FOUNDATION PO BOX 6108 COVINA CA 91722 NONE NON-PROFIT FUNDRAISE FOR PRENATAL CARE UNIT 5000 CLUB ATOTONILCO UNIDO EN LOS ANGELES 916 ALWOOD STREET WEST COVINA CA 91790 NONE NON-PROFIT FUNDING FOR SPORTS & RECREATION 10000 MARINES TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 NONE NON-PROFIT COLLECT TOYS FOR NEEDY CHILDREN 2000 SOUTH EL MONTE HIGH SCHOOL 1001 N DURFEE AVE SOUTH EL MONTE CA 91733 NONE EDUCATION INSTITUTIO SCIENCE, TECHNOLOGY, ENGINEERING & MATH PROJECT FUND 4830 ORANGE COUNTY SHERIFFS ADVISORY COUNCIL (DUILA) PO BOX 241 SANTA ANA CA 92702 NONE NON-PROFIT DRUG USE IS LIFE ABUSE CAMPAIGN 6200 SOUTH EL MONTE HIGH SCHOOL 1001 N DURFEE AVE SOUTH EL MONTE CA 91733 NONE EDUCATION INSTITUTIO HIGH SCHOOL CHOIR 14000 SOUTH EL MONTE HIGH SCHOOL 1001 N DURFEE AVE SOUTH EL MONTE CA 91733 NONE EDUCATION INSTITUTIO SCHOLARSHIP FOR WOMEN 5000 EL MONTE WOMEN'S CLUB 3130 TYLER AVE EL MONTE CA 91731 NONE NON-PROFIT COMMUNITY SERVICE 2500 LAURA GARCIA 3609 PETERS AVENUE PMB 406 SIOUX CITY IA 51106 NONE INDIVIDUAL SCHOLARSHIP 5000 JAMES B HAIR DDS 3800 EAST COAST HWY STE 2 CORONA DEL MAR CA 92625 NONE CORPORATION TO PROVIDE DENTAL REPAIR TO A DESIGNATED BENEFICIARY 3210 HABITAT FOR HUMANITY 2200 RITCHEY STREET SANTA ANA CA 92705 NONE NON-PROFIT TUSTIN VETERAN PROJECT 10000 HERITAGE POINTE 28356 BELLOGENTE MISSION VIEJO CA 92691 NONE NON-PROFIT CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE & OTHER SENIOR SERVICES. 101672 HILLSIDES CHILDREN 940 AVENUE 64 PASADENA CA 91105 NONE NON-PROFIT PROVIDE CARE, ADVOCACY & SERVICES THAT PROMOTE SAFE, PERMANENT ENVIROMENTS WHERE YOUNG PEOPLE CAN THRIVE. 150000 HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVENUE 100 NEWPORT BEACH CA 92663 NONE NON-PROFIT INNOVATION FUND FOR INFECTION PREVENTION 150000 INSTITUTE OF ARTS MUSIC & SCIENCE 16415 CLARK AVE BELLFLOWER CA 90706 NONE NON-PROFIT DONATION TOWARDS AN HVAC SYSTEM 30000 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 LOS ANGELES COUNTY SHERIFFS DEPARTMENT 2566 OVERLAND AVE STE 600 LOS ANGELES CA 90064 NONE NON-PROFIT DONATION OF GYM EQUIPMENT 56386 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 10000 LOLLIPOP THEATER NETWORK INC 10351 SANTA MONICA BLVD 200 LOS ANGELES CA 90025 NONE NON-PROFIT TO BRING NEWLY RELEASED MOVIES TO CHILDREN WHO ARE CONFINED TO A HOSPITAL 5000 CASSANDRA LOPEZ 502 N MAIN ST BOX 701 MEADVILLE PA 16335 NONE INDIVIDUAL SCHOLARSHIP TO ALLEGHENY COLLEGE 5000 ANNA MALDONADO 502 N MAIN ST BOX 1540 MEADVILLE PA 16335 NONE INDIVIDUAL SCHOLARSHIP TO ALLEGHENY COLLEGE 4322 MCKINLEY CHILDREN'S CANYON VIEW SCHOOL 762 CYPRESS ST SAN DIMAS CA 91773 NONE NON-PROFIT DONATION TOWARDS THE SCHOOL ART/PHOTOGRAPHY PROGRAM 10000 MENTORING & PARTNERSHIP FOR YOUTH DEVELOPMENT 150S LOS ROBLES AVE 650 PASADENA CA 91101 NONE NON-PROFIT 12TH ANNUAL YOUTH CAMP DONATION 27000 THE NOVEMBER 10TH ASSOCIATION PO BOX 804 CORONA DEL MAR CA 92625 NONE INFORMAL ORGANIZATIO 2016 MARINE CORPS BIRTHDAY CELEBRATION 2500 TANIA OWEN 701 S PARKER ST 5500 ORANGE CA 92868 NONE INDIVIDUAL IN MEMORY OF STEVEN OWEN 5000 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 50000 MARIA PINEDA 502 N MAIN ST BOX 1363 MEADVILLE PA 16335 NONE INDIVIDUAL SCHOLARSHIP TO ALLEGHENY COLLEGE 21000 SPEECH & LANGUAGE DEVELOPMENT CENTER 8699 HOLDER STREET BUENA PARK CA 90620 NONE NON-PROFIT TO ASSIST CHILDREN & ADULTS WITH SPECIAL NEEDS MAXIMIZE THEIR POTENTIAL THROUGH EDUCATION & THERAPY 4173 VET HUNTERS PO BOX 3174 S EL MONTE CA 91733 NONE NON-PROFIT TO PREVENT & END HOMELESSNESS FOR ALL MILITARY VETERANS 5000 VETERANS OF FOREIGN WAR PO BOX 4158 EL MONTE CA 91734 NONE NON-PROFIT MEMORIAL DAY MEALS & GENERAL DONATION 12500 WILDLIFE - WAYSTATION 14831 LITTLE TUJUNGA CANYON RD ANGELES NATIONAL FORES CA 91342 NONE NON-PROFIT TO RESCUE, RELOCATE & PROVIDE SANCTUARY TO WILD & EXOTIC ANIMALS FROM AROUND THE WORLD 10000 WLL ENTERPRISES PO BOX 5273 CARSON CA 90749 NONE NON-PROFIT TO ELIMINATE CHILDHOOD OBESITY THROUGH EDUCATION, NUTRITION & PHYSICAL FITNESS 2500 922238 HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVENUE 100 NEWPORT BEACH CA 92663 NONE NON-PROFIT ESTABLISH THE INNOVATION FUND IN INFECTION PREVENTION 250000 250000 14 47 14 398965 16 48179 14 702984 18 71027 0 1221202 0 1221202 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF STANLEY W EKSTROM 1329 POTRERO AVENUE SOUTH EL MONTE CA 91733 40468380 X 2 SILVERSTEIN & HUSTON 701 S PARKER ST 5500 ORANGE CA 92868 6438 X 1 ESTATE ASSETS INCLUDING INVESTMENT ACCOUNTS, PARTNERSHIPS, REAL ESTATE, ETC. 40468380 2016-04-30 2 OFFICE EQUIPMENT 6438 2016-01-01 ACCOUNTING 3920 0 0 BUILDING 2016-08-01 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BAY FRONT, NEWPORT BEACH, CA 0 7500000 7500000 INSURANCE 4680 0 4680 OFFICE EXPENSE 12179 0 0 REPAIRS & MAINTENANCE 12832 0 6416 WEB SITE DESIGN 16700 0 16700 BANK CHARGES 20 0 0 TD AMERITRADE 1000 1000 1000 BROTHERS REALTY, LLC 188079 188079 188079 CIF-NC, LLC 3271 3271 3271 EKSTROM PROPERTIES, LTD 190480 190480 190480 KEMO SABE LEASING, LLC (EQUITY METHOD) 39069 0 39069 EKSTROM CARDINAL TRUST INTEREST 76696 76696 76696 SASSY PANTS II INTEREST 4050 5692 4050 CIF NOTE RECEIVABLE INTEREST 135002 79588 135002 KEMO SABE LEASING, LLC NOTE REC. INTEREST 33589 33589 33589 NUSTAR ENERGY, LP 23360 0 23360 BUCKEYE PARTNERS, LP 8388 0 8388 STANLEY EKSTROM ADMINISTRATIVE ESTATE 1081187 STANLEY EKSTROM ADMINISTRATIVE ESTATE 212894 UNREALIZED APPRECIATION OF ASSETS 956547 EXCISE TAX PAYABLE 0 48000 INVESTMENT FEES 2855 2855 0 FOREIGN TAXES 7497 7497 0 FEDERAL TAXES (990-PF) 48000 0 0 OTHER TAXES & FEES 160 0 0