Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE STEINMAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1328
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANCASTER, PA176080128
A Employer identification number

23-6266377
B Telephone number (see instructions)

(717) 291-8793
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$94,047,640J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,841,602 1,841,602  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,307,566
b Gross sales price for all assets on line 6a 26,595,850
7 Capital gain net income (from Part IV, line 2)... 6,307,566
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 198,404 198,404  
12 Total. Add lines 1 through 11........ 8,347,572 8,347,572  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,000 0   24,000
14 Other employee salaries and wages...... 42,002 0   42,002
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 5,635 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 833,198 407,068   431,765
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 232,043 0   942
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 27,116 0   27,116
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 139,493 0   139,493
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,303,487 407,068   665,318
25 Contributions, gifts, grants paid....... 3,780,262 3,780,262
26 Total expenses and disbursements. Add lines 24 and 25 5,083,749 407,068   4,445,580
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,263,823
b Net investment income (if negative, enter -0-) 7,940,504
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 50,316 100,006 100,006
2 Savings and temporary cash investments......... 12,978,219 4,941,607 4,941,607
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   8,554 8,554
7 Other notes and loans receivable (attach schedule) bullet150,000
Less: allowance for doubtful accounts bullet0 150,000 150,000 150,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 164,231    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 46,928,760 Click to see attachment57,684,915 76,475,176
c Investments—corporate bonds (attach schedule)....... 10,315,164 Click to see attachment10,526,402 10,389,932
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,012,114 Click to see attachment1,012,114 1,490,500
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment491,865 Click to see attachment491,865
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 71,598,804 74,915,463 94,047,640
Liabilities 17 Accounts payable and accrued expenses.......... 3,270  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   56,106
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 3,270 56,106
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 88,987,276 88,987,276
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -17,391,742 -14,127,919
30 Total net assets or fund balances (see instructions)..... 71,595,534 74,859,357
31 Total liabilities and net assets/fund balances (see instructions). 71,598,804 74,915,463
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
71,595,534
2
Enter amount from Part I, line 27a .....................
2
3,263,823
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
74,859,357
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
74,859,357
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CHARLES SCWAB P   2018-12-31
b BNY MELLON P   2018-02-28
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,001,205   18,873,415 6,127,790
b 1,594,645   1,414,869 179,776
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,127,790
b       179,776
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,307,566
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 4,550,453 97,667,165 0.046591
2016 3,643,195 86,078,174 0.042324
2015 3,351,966 90,569,085 0.037010
2014 3,365,959 87,149,571 0.038623
2013 3,636,565 73,094,137 0.049752
2
Total of line 1, column (d) .....................
2
0.214300
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.042860
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
104,530,531
5
Multiply line 4 by line 3......................
5
4,480,179
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
79,405
7
Add lines 5 and 6........................
7
4,559,584
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,445,580
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 158,810
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 158,810
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 158,810
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 124,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 124,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 14
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 34,824
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletITS OFFICERS Telephone no.bullet (717) 291-8607

    Located atbullet8 W KING STLANCASTERPA ZIP+4bullet17608
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MS BEVERLY R STEINMAN CO-CHAIRMAN
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MS PAMELA M THYE CO-CHAIRMAN
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR ROBERT M KRASNE VICE CHAIRMAN
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR SHANE D ZIMMERMAN PRESIDENT & TREASURER
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MS LAUREN V FRICK SECRETARY
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MS HALE A KRASNE DIRECTOR
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MS CAROLINE N HILL DIRECTOR
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MR DALE L PRINCE DIRECTOR
    0.10     		24,000 0 0
    PO BOX 128
    LANCASTER,PA176080128
    MS G ANNE ORBAN DIRECTOR
    0.10     		0 0 0
    PO BOX 128
    LANCASTER,PA176080128
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MERAKI ENTERPRISES LLC CONSULTING 114,660
    714 RACE AVENUE
    LANCASTER,PA17603
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    97,478,592
    b
    Average of monthly cash balances.......................
    1b
    8,643,775
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    106,122,367
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    106,122,367
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,591,836
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    104,530,531
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,226,527
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,226,527
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    158,810
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    1,245
    c
    Add lines 2a and 2b............................
    2c
    160,055
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,066,472
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,066,472
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,066,472
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,445,580
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,445,580
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,445,580
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 5,066,472
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 404,215
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 404,215
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,445,580
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 4,445,580
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 404,215 404,215
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		216,677
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SHARON DALY
    8 WEST KING STREET
    LANCASTER,PA17603
    (717) 291-8676
    bThe form in which applications should be submitted and information and materials they should include:
    SCHOLARSHIP APPLICATION FORMS FURNISHED UPON REQUEST
    cAny submission deadlines:
    FEBRUARY 28 OF SENIOR YEAR OF STUDENT APPLICANT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS RESTRICTED TO NEWSPAPER CARRIERS AND EMPLOYEES' CHILDREN
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CENTRAL MARKET TRUST
    23 N MARKET STREET
    LANCASTER,PA17603     		NONE PC OPERATING 250,000
    ECONOMIC DEVCO OF LANCASTER COUNTY
    115 EAST KING STREET
    LANCASTER,PA17602     		NONE PC GRANT - STEM 250,000
    ANDREW GATES CO ELIZABETHTOWN COLLEGE
    ONE ALPHA DR
    ELIZABETHTOWN,PA17022     		NONE NC SCHOLARSHIP 2,500
    ASSIST
    PO BOX 969 68 BRIDGE ST
    SUFFIELD,CT06078     		NONE PC GRANT - 1 COUNTRY DAY, 1 LINDEN HALL 16,000
    BOY SCOUTS OF AMERICA-LANCASTER
    630 JANET AVE STE B-114
    LANCASTER,PA17601     		NONE PC SCOUTREACH PROGRAM 11,000
    BOYS AND GIRLS CLUB OF LANCASTER
    116 S WATER ST
    LANCASTER,PA17603     		NONE PC GRANT - OPERATIONS AND SUMMER CAMP 80,000
    CASA
    53 NORTH DUKE STREET STE 218
    LANCASTER,PA17602     		NONE PC OPERATIONS OPERATIONS GRANT 25,000
    CHARLOTTE RYMAR CO PHILADELPHIA UNIVERSITY
    4201 HENRY AVE
    PHILADELPHIA,PA19144     		NONE NC SCHOLARSHIP 2,500
    COMMUNITY FIRST FUND
    51 SOUTH DUKE STREET
    LANCASTER,PA17602     		NONE PC GRANT 50,000
    CONESTOGA HOUSE FOUNDATION
    8 W KING ST
    LANCASTER,PA17608     		NONE POF GRANT - OPERATING AND CAPITAL 501,000
    D PHILLIPS CO ELIZABETHTOWN COLLEGE
    1 ALPHA DRIVE
    ELIZABETHTOWN,PA17022     		NONE NC SCHOLARSHIP 7,500
    ELIZABETHTOWN COLLEGE
    ONE ALPHA DRIVE
    ELIZABETHTOWN,PA17022     		NONE PC GRANT - WELLNESS CENTER 150,000
    ENVISION EXCELLENCE
    15318 GEORGIAN SQUARE CT
    ROCKVILLE,MD20853     		NONE PC STEM FUNDERS NETWORK 2019 MEMBERSHIP 20,000
    F RODA CO PHILADELPHIA UNIVERSITY
    4201 HENRY AVE
    PHILADELPHIA,PA19144     		NONE NC SCHOLARSHIP 7,500
    FRANCES WENRICH CO MILLERSVILLE UNIVERSITY
    1 S GEORGE ST
    MILLERSVILLE,PA17551     		NONE NC SCHOLARSHIP 5,000
    FRANKLIN AND MARSHALL COLLEGE
    628 COLLEGE AVE
    LANCASTER,PA17603     		NONE PC GRANT FOR STUDENT EMPLOYMENT 333,333
    HARRISBURG AREA COMMUNITY COLLEGE
    ONE HACC DRIVE
    HARRISBURG,PA17110     		NONE PC GRANT 30,000
    HORIZONS AT LANCASTER COUNTRY DAY SCHOOL
    725 HAMILTON RD
    LANCASTER,PA17603     		NONE PC OPERATIONS 29,500
    JESSICA RIDLEY CO UNIVERSITY OF PITTSBURGH
    4227 FIFTH AVE
    PITTSBURGH,PA15260     		NONE NC SCHOLARSHIP 2,500
    JUNIOR ACHIEVEMENT-LANCASTER
    2420 GEHMAN LANE
    LANCASTER,PA17602     		NONE PC GRANT 10,000
    K FULMER CO UNIVERSITY OF DELAWARE
    210 SOUTH COLLEGE AVENUE
    NEWARK,DE19716     		NONE NC SCHOLARSHIP 7,500
    KAROLINE KENT CO PENN STATE UNIVERSITY - BERKS
    TULPEHOCKEN ROAD PO BOX 7009
    READING,PA19610     		NONE NC SCHOLARSHIP 7,500
    LA ACADEMIA-THE PARTNERSHIP CHARTER SCHOOL
    30 N ANN ST
    LANCASTER,PA17602     		NONE PC GRANT - STEM 150,550
    LANCASTER CHAMBER OF COMMERCE
    100 S QUEEN ST
    LANCASTER,PA17603     		NONE PC GRANT 7,000
    LANCASTER CITY - COUNTY
    150 N QUEEN ST
    LANCASTER,PA17603     		NONE PC GRANT 5,000
    LANCASTER CITY ALLIANCE
    115 EAST KING STREET
    LANCASTER,PA17602     		NONE PC GRANT - OPERATIONS 85,000
    LANCASTER COUNTY COMMUNITY FOUNDATION
    24 W KING ST 201
    LANCASTER,PA17603     		NONE PC GRANT 50,000
    LANCASTER EARLY EDUCATION CENTER
    150 S QUEEN STREET
    LANCASTER,PA17603     		NONE PC GRANT - EXPANSIONGRANT - EXPANSION 100,000
    LANCASTER FAMILY YMCA
    265 HARISBURG AVE
    LANCASTER,PA17603     		NONE PC POWER SCHOLARSHIP SUMMER PROGRAM 25,000
    LANCASTER FARMLAND TRUST
    125 LANCASTER AVE
    STRASBURG,PA17579     		NONE PC GRANT 135,940
    LANCASTER HOUSING OPPORTUNITY PARTNERSHIP
    123 EAST KING STREET
    LANCASTER,PA17602     		NONE PC SOWE GRANT 125,000
    LANCASTER LEBANON IU13
    1020 NEW HOLLAND AVENUE
    LANCASTER,PA17601     		NONE PC GRANT - STEM 91,438
    LANCASTER REDEVELOPMENT FUND
    28 PENN SQUARE
    LANCASTER,PA17603     		NONE PC OPERATIONS 25,000
    LANCASTER SCIENCE FACTORY
    454 NEW HOLLAND AVENUE
    LANCASTER,PA17602     		NONE PC GRANT - STEM 101,000
    LEADERSHIP LANCASTER
    100 S QUEEN ST
    LANCASTER,PA17608     		NONE PC BOARD LEADERSHIP ACADEMY 10,000
    LEADS
    53 DUKE ST
    LANCASTER,PA17602     		NONE PC GRANT 2,194
    MARTIN LUTHER KING SCHOLARSHIP FUND
    PO BOX 6303
    LANCASTER,PA17607     		NONE PC GRANT 5,000
    MILLERSVILLE UNIVERSITY
    1 SOUTH GEORGE STREET
    MILLERSVILLE,PA17551     		NONE PC GRANT 100,000
    MUSIC FOR EVERYONE
    42 N PRINCE ST
    LANCASTER,PA17603     		NONE PC GRANT - INSTRUMENT REPAIR PROGRAM & OPERATIONS 35,000
    NORTH MUSEUM OF NATURAL HISTORY & SCIENCE-LANCASTER
    400 COLLEGE AVE
    LANCASTER,PA17603     		NONE PC GRANT 250
    PAI CORPORATION (DBA EXCENTIA AND S JUNE SMITH CENTER)
    1810 ROHRERSTOWN RD
    LANCASTER,PA17601     		NONE PC GRANT 5,000
    S FORCEY CO DREXEL UNIVERSITY
    3141 CHESTNUT STREET
    PHILADELPHIA,PA19104     		NONE NC FELLOWSHIP 8,000
    SHALOM PARTNERSHIP-LANCASTER
    PO BOX 6084
    LANCASTER,PA17607     		NONE PC GRANT 5,000
    SPANISH AMERICAN CIVIC ASSOCIATION-LANCASTER
    545 PERSHING AVE
    LANCASTER,PA17602     		NONE PC TEC CENTRO-TRAINING EQUIPMENT 50,000
    SUSAN P BYRNES HEALTH EDUCATION CENTER
    515 SOUTH GEORGE ST
    YORK,PA17401     		NONE PC GRANT 20,000
    TABOR COMMUNITY SERVICES-LANCASTER
    308 E KING ST 1
    LANCASTER,PA17608     		NONE PC GRANT - FUNDS FOR ANN B. BARSHINGER FINANCE CENTER 50,000
    THADDEUS STEVENS FOUNDATION
    750 E KING ST
    LANCASTER,PA17602     		NONE PC GRANT 50,000
    TIFFANY LAM CO GETTYSBURG COLLEGE
    300 N WASHINGTON ST
    GETTYSBURG,PA17325     		NONE NC SCHOLARSHIP 5,000
    UNITED WAY OF LANCASTER COUNTY
    630 JANET AVE
    LANCASTER,PA17601     		NONE PC GRANT 75,000
    WATER SCIENCE INSTITUTE
    177 RIVER DRIVE
    LANCASTER,PA17603     		NONE PC GRANT 75,000
    LENFEST INSTITUTE OF JOURNALISM
    801 MARKET STREET
    PHILADELPHIA,PA19107     		NONE PC GRANT - SPOT LIGHT PA AND WATER JOURNALISM 250,000
    COMMUNITY ACTION PARTNERSHIP
    601 S QUEEN STREET
    LANCASTER,PA17603     		NONE PC GRANT - STEM 54,307
    LANCASTER HEALTH CENTER
    802 NEW HOLLAND AVENUE SUITE 200
    LANCASTER,PA17603     		NONE PC GRANT 40,000
    COMMUNITIES IN SCHOOLS OF PENNSYLVANIA
    234 STATE ST
    HARRISBURG,PA17101     		NONE PC GRANT - SCHOOL EXPANSION 38,000
    FEDERAL CITY COUNCIL
    1310 4 ST NW
    WASHINGTON,DC20005     		NONE PC GRANT 25,000
    THE FACTORY MINISTRIES
    3293 LINCOLN HWY E
    PARADISE,PA17562     		NONE PC SUPPORT OF TOGETHER COMMUNITY CENTER 25,000
    ADVANTAGE LANCASTER
    1100 EAST ORANGE STREET
    LANCASTER,PA17602     		NONE PC STEM PT TEACHER - CAREER PROGRAM 20,000
    LIBRARY SYSTEM OF LANCASTER COUNTY
    1866 COLONIAL VILLAGE LN 107
    LANCASTER,PA17601     		NONE PC STEM - NEW BOOKMOBILE 20,000
    BENCH MARK PROGRAM
    341 EAST LIBERTY STREET 1ST FLOOR
    LANCASTER,PA17602     		NONE PC GRANT - OPERATIONS 15,000
    VISION CORPS
    244 N QUEEN STREET
    LANCASTER,PA17603     		NONE PC KIDSIGHT PROGRAM 15,000
    OPERATION OPPORTUNITY FOUNDATION
    1012 14TH ST NW 1200
    WASHINGTON,DC20005     		NONE PC WARRIOR SCHOLAR PROGRAM @ HACC 10,000
    SPARKS FOUNDATION
    610 WEST WYOMISSING AVENUE
    MOHNTON,PA19540     		NONE PC GRANT - STEM 10,000
    DELAWARE VALLEY UNIVERSITY
    700 E BUTLER AVENUE
    DOYLESTOWN,PA18901     		NONE PC GRANT - STEM 10,000
    SERVANT STAGE COMPANY
    201 W MAIN STREET
    STRASBURG,PA17579     		NONE PC GRANT 8,500
    AARON'S ACRES
    1861 CHARTER LN 114
    LANCASTER,PA17601     		NONE PC GRANT 5,000
    LATIN AMERICAN ALLIANCE
    506 OAK GROVE DRIVE
    LANCASTER,PA17601     		NONE PC GRANT 5,000
    PA COLLEGE OF HEALTH SCIENCES
    850 GREENFIELD ROAD
    LANCASTER,PA17601     		NONE PC GRANT - STEM 5,000
    A KENSINGER CO JUNIATA COLLEGE
    1700 MOORE ST
    HUNTINGDON,PA16652     		NONE NC SCHOLARSHIP 7,500
    B BITTS CO MILLERSVILLE UNIVERSITY
    40 DILWORTH ROAD
    MILLERSVILLE,PA17551     		NONE NC SCHOLARSHIP 7,500
    M WILLIS CO CECIL COLLEGE
    1 SEAHAWK DRIVE
    NORTH EAST,MD21901     		NONE NC SCHOLARSHIP 3,750
    J FIDGETT CO ST JOSEPH'S UNIVERSITY
    5600 CITY AVENUE
    PHILADELPHIA,PA19131     		NONE NC SCHOLARSHIP 3,750
    R MUSSAW CO CECIL COLLEGE
    1 SEAHAWK DRIVE
    NORTH EAST,MD21901     		NONE NC SCHOLARSHIP 3,750
    SAMUELI ACADEMY
    1901 N FAIRVIEW ST
    SANTA ANA,CA92706     		NONE PC GRANT - STEM 3,000
    TEAM PENNSYLVANIA FOUNDATION
    240 N RD ST 2ND FLOOR
    HARRISBURG,PA17101     		NONE PC GRANT 500
    Total .................................bullet 3a 3,780,262
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,841,602  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 900099 6,928 18 191,476  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 6,307,566  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 6,928 8,340,644 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,347,572
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 GeneralExplanationAttachment
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Identifier Return Reference Explanation
    ELECTION TO AMORTIZE BOND PREMIUM FORM 990-PF TAXPAYER HEREBY MAKES THE BOND PREMIUM AMORTIZATION ELECTION PURSUANT TOCODE SEC. 171(C).

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BNY MELLON 10,526,402 10,389,932

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BNY MELLON 57,684,915 76,475,176

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE GROUP, L.P. AT COST 1,012,114 1,490,500

    TY 2018 LegalFeesSchedule
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,635 0   0


    TY 2018 OtherAssetsSchedule
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PARTNERSHIP 0 491,865 491,865


    TY 2018 OtherExpensesSchedule
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SOFTWARE AND DOMAIN FEES 40,383 0   40,383
    MEMBERSHIP DUES 16,250 0   16,250
    OFFICE SUPPLIES 10,606 0   10,606
    MEALS & ENTERTAINMENT 32,620 0   32,620
    MISCELLANEOUS 39,634 0   39,634


    TY 2018 OtherIncomeSchedule2
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 191,476 191,476 191,476
    PARTNERSHIP INCOME 6,928 6,928 6,928


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 407,068 407,068   0
    MANAGEMENT FEE 302,400 0   302,400
    PROFESSIONAL FEES 123,730 0   129,365


    TY 2018 TaxesSchedule
    Name:
    THE STEINMAN FOUNDATION
    EIN:
    23-6266377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES - BNY 942 0   942
    EXCISE TAX 231,101 0   0