Form990-PF

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
D AND E STEWART FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

87-6160658
B Telephone number (see instructions)

(888) 730-4933
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$2,359,882J 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... 42,516 42,506  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 108,734
b Gross sales price for all assets on line 6a 301,977
7 Capital gain net income (from Part IV, line 2)... 108,734
8 Net short-term capital gain......... 0
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 1,541 35  
12 Total. Add lines 1 through 11........ 152,791 151,275  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,801 4,540   11,260
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 110 110   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,911 4,650 0 11,260
25 Contributions, gifts, grants paid....... 86,480 86,480
26 Total expenses and disbursements. Add lines 24 and 25 102,391 4,650 0 97,740
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,400
b Net investment income (if negative, enter -0-) 146,625
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 15,028 50,612 50,612
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment424,219 1,379,695
c Investments—corporate bonds (attach schedule).......   Click to see attachment749,630 778,339
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,311,881 Click to see attachment152,635 151,236
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,326,909 1,377,096 2,359,882
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,326,909 1,377,096
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,326,909 1,377,096
30 Total liabilities and net assets/fund balances (see instructions). 1,326,909 1,377,096
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,326,909
2
Enter amount from Part I, line 27a .....................
2
50,400
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
28
4
Add lines 1, 2, and 3 ..........................
4
1,377,337
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
241
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,377,096
Form 990-PF (2020)
Form 990-PF (2020)
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 35. ACCENTURE PLC   2010-04-22 2020-01-13
b 50000. US TREASURY NOTE 3.625% 2/15/20   2010-03-16 2020-02-15
c 125. OCCIDENTAL PETE CORP     2020-03-11
d 90. ROYAL CARRIBEAN CRUISE   2011-08-17 2020-03-16
e 85. SCHLUMBERGER LTD   2010-04-22 2020-03-24
90. SCHLUMBERGER LTD   2019-12-05 2020-03-24
175. BANK OF AMERICA CORP   2013-03-26 2020-04-17
95. CITIGROUP INC.   2015-01-22 2020-04-17
40. PNC FINANCIAL SERVICES GROUP   2010-04-22 2020-04-17
65. TRUIST FINANCIAL CORP   2010-04-22 2020-04-17
105. US BANCORP   2003-10-28 2020-04-17
175. GILEAD SCIENCES INC   2013-06-06 2020-04-30
80. ALLERGAN PLC   2013-10-02 2020-05-08
15. GOLDMAN SACHS GROUP INC   2010-04-22 2020-05-14
25. JPMORGAN CHASE & CO   2019-10-25 2020-05-14
15. JPMORGAN CHASE & CO     2020-05-14
35. PNC FINANCIAL SERVICES GROUP   2010-04-22 2020-05-14
105. US BANCORP   2003-10-28 2020-05-14
.28 ABBVIE INC   2020-05-08 2020-05-28
40. MOHAWK INDS INC COM     2020-06-09
3. AMAZON COM INC COM   2010-04-22 2020-07-22
30. APPLE INC   2010-04-22 2020-09-02
.8 VONTIER CORP   2011-08-03 2020-11-12
137. PHILLIPS 66     2020-11-18
.9829 VIATRIS INC   2005-09-12 2020-12-02
40. AT & T INC   2018-07-19 2020-12-10
10. ABBVIE INC   2020-05-11 2020-12-10
15. ADOBE SYS INC   2013-01-15 2020-12-10
15. ALLSTATE CORP   2003-10-28 2020-12-10
10. AMERICAN EXPRESS CO   2019-10-25 2020-12-10
5. AMGEN INC   2019-08-26 2020-12-10
20. ANALOG DEVICES INC   2018-02-01 2020-12-10
90. APPLE INC   2010-04-22 2020-12-10
5. AUTOMATIC DATA PROCESSING INC   2017-01-20 2020-12-10
70. BANK OF AMERICA CORP     2020-12-10
10. BERKSHIRE HATHAWAY INC.   2012-08-06 2020-12-10
10. BOEING CO   2010-04-22 2020-12-10
30. BRISTOL MYERS SQUIBB CO     2020-12-10
10. CARRIER GLOBAL CORP   2007-01-03 2020-12-10
10. CATERPILLAR INC   2010-04-22 2020-12-10
15. CHEVRON CORP     2020-12-10
30. CISCO SYSTEMS INC   2010-04-22 2020-12-10
10. CITIGROUP INC.   2015-01-22 2020-12-10
20. COCA COLA CO   2010-04-22 2020-12-10
35. CONOCOPHILLIPS   2020-11-18 2020-12-10
10. COSTCO WHOLESALE CORP     2020-12-10
10. DANAHER CORP   2011-08-03 2020-12-10
5. DEERE & CO   2017-03-17 2020-12-10
15. WALT DISNEY CO   2010-04-22 2020-12-10
10. DOW INC   1992-04-10 2020-12-10
10. DUKE ENERGY HOLDING CORP. COM   2013-08-22 2020-12-10
10. DUPONT DE NEMOURS INC   1992-04-10 2020-12-10
10. EQUITY RESIDENTIAL PPTYS TR SH BEN   2010-04-22 2020-12-10
20. EXXON MOBIL CORPORATION   1978-01-13 2020-12-10
10. FACEBOOK INC   2017-06-13 2020-12-10
10. FEDEX CORPORATION   2011-08-17 2020-12-10
15. FISERV INC   2020-01-13 2020-12-10
5. FORTIVE CORP   2011-08-03 2020-12-10
50. GENERAL ELECTRIC CO   1991-01-15 2020-12-10
35. GENERAL MOTORS CO   2020-02-07 2020-12-10
5. GOLDMAN SACHS GROUP INC   2010-04-22 2020-12-10
30. HP INC   2017-04-27 2020-12-10
50. HEWLETT PACKARD ENTERPRISE CO   2017-03-17 2020-12-10
15. HOME DEPOT INC   2011-08-03 2020-12-10
10. HONEYWELL INTERNATIONAL INC   2016-02-18 2020-12-10
35. INTEL CORP   2005-11-22 2020-12-10
10. INTERNATIONAL BUSINESS MACHS CORP     2020-12-10
30. JPMORGAN CHASE & CO   2003-09-10 2020-12-10
15. JOHNSON & JOHNSON   2019-03-04 2020-12-10
10. KILROY REALTY CORP COM   2020-02-26 2020-12-10
25. LENNAR CORPORATION CLASS A COMMON   2010-04-26 2020-12-10
15. LOWES COS INC   2020-06-09 2020-12-10
10. MCDONALDS CORP   2003-09-10 2020-12-10
20. MERCK & CO INC NEW   2019-03-04 2020-12-10
45. MICROSOFT CORP   2016-05-13 2020-12-10
25. MONDELEZ INTERNATIONAL INC     2020-12-10
30. MORGAN STANLEY   2010-04-22 2020-12-10
5. MOTOROLA SOLUTIONS, INC.   2020-05-14 2020-12-10
20. ORACLE CORPORATION   2009-06-01 2020-12-10
5. OTIS WORLDWIDE CORP   2007-01-03 2020-12-10
10. PNC FINANCIAL SERVICES GROUP   2010-04-22 2020-12-10
15. PAYPAL HOLDINGS INC   2011-04-20 2020-12-10
10. PEPSICO INC   2016-09-08 2020-12-10
30. PFIZER INC   2005-09-12 2020-12-10
15. PROCTER & GAMBLE CO   1991-01-15 2020-12-10
15. PROLOGIS INC   2018-07-19 2020-12-10
20. QUALCOMM INC   2020-09-15 2020-12-10
10. RAYTHEON TECHNOLOGIES CORP   2007-01-03 2020-12-10
10. ROYAL DUTCH SHELL PLC ADR   2017-02-28 2020-12-10
5. SALESFORCE COM INC   2018-02-01 2020-12-10
15. SYNCHRONY FINANCIAL   2017-03-17 2020-12-10
5. THERMO FISHER SCIENTIFIC INC   2017-05-01 2020-12-10
25. TRUIST FINANCIAL CORP   2010-04-22 2020-12-10
30. US BANCORP     2020-12-10
15. UNION PACIFIC CORP   2010-04-22 2020-12-10
20. UNITED AIRLINES HOLDINGS INC.   2010-04-22 2020-12-10
10. UNITEDHEALTH GROUP INC   2010-12-09 2020-12-10
30. VERIZON COMMUNICATIONS   2020-01-13 2020-12-10
5. VIATRIS INC     2020-12-10
15. WAL MART STORES INC   2010-04-22 2020-12-10
30. ZOETIS INC     2020-12-10
10. ACCENTURE PLC   2010-04-22 2020-12-10
5. CHUBB LTD   2018-02-01 2020-12-10
30. VIATRIS INC     2020-12-14
18. VONTIER CORP   2011-08-03 2020-12-14
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(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 7,317   1,531 5,786
b 50,000   49,776 224
c 1,650   9,718 -8,068
d 2,875   2,241 634
e 1,183   5,765 -4,582
1,252   3,251 -1,999
3,977   2,147 1,830
4,161   4,674 -513
3,915   2,709 1,206
2,085   2,192 -107
3,590   2,796 794
14,734   8,783 5,951
15,459   11,520 3,939
2,495   2,358 137
2,087   3,138 -1,051
1,252   523 729
3,288   2,370 918
3,013   2,796 217
26   24 2
4,403   7,193 -2,790
9,309   445 8,864
3,922   277 3,645
23   6 17
8,782   3,134 5,648
17   11 6
1,227   1,262 -35
1,070   842 228
7,127   573 6,554
1,576   591 985
1,213   1,168 45
1,139   1,020 119
2,829   1,846 983
11,105   832 10,273
858   517 341
2,015   836 1,179
2,268   858 1,410
2,348   752 1,596
1,803   1,551 252
377   119 258
1,779   668 1,111
1,382   1,673 -291
1,326   811 515
603   492 111
1,061   543 518
1,523   1,368 155
3,726   1,154 2,572
2,242   351 1,891
1,254   554 700
2,304   546 1,758
541   179 362
916   661 255
665   262 403
600   433 167
870   56 814
2,765   1,509 1,256
2,899   790 2,109
1,721   1,767 -46
344   93 251
565   225 340
1,497   1,186 311
1,221   786 435
698   564 134
608   662 -54
3,975   490 3,485
2,115   1,021 1,094
1,759   908 851
1,253   875 378
3,595   1,005 2,590
2,279   2,078 201
615   814 -199
1,817   510 1,307
2,397   1,946 451
2,074   234 1,840
1,657   1,620 37
9,499   2,328 7,171
1,431   590 841
1,914   942 972
862   627 235
1,193   400 793
322   166 156
1,427   677 750
3,233   289 2,944
1,446   1,069 377
1,255   750 505
2,036   149 1,887
1,445   949 496
3,149   2,323 826
727   350 377
382   519 -137
1,107   566 541
493   530 -37
2,346   836 1,510
1,189   843 346
1,375   750 625
3,025   573 2,452
984   406 578
3,401   366 3,035
1,814   1,776 38
88   53 35
2,201   814 1,387
4,749   1,045 3,704
2,462   437 2,025
768   776 -8
514   220 294
575   145 430
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
      149
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       5,786
b       224
c       -8,068
d       634
e       -4,582
      -1,999
      1,830
      -513
      1,206
      -107
      794
      5,951
      3,939
      137
      -1,051
      729
      918
      217
      2
      -2,790
      8,864
      3,645
      17
      5,648
      6
      -35
      228
      6,554
      985
      45
      119
      983
      10,273
      341
      1,179
      1,410
      1,596
      252
      258
      1,111
      -291
      515
      111
      518
      155
      2,572
      1,891
      700
      1,758
      362
      255
      403
      167
      814
      1,256
      2,109
      -46
      251
      340
      311
      435
      134
      -54
      3,485
      1,094
      851
      378
      2,590
      201
      -199
      1,307
      451
      1,840
      37
      7,171
      841
      972
      235
      793
      156
      750
      2,944
      377
      505
      1,887
      496
      826
      377
      -137
      541
      -37
      1,510
      346
      625
      2,452
      578
      3,035
      38
      35
      1,387
      3,704
      2,025
      -8
      294
      430
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 108,734
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,038
c All other domestic foundations enter 1.39% 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 2,038
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 2,038
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 816
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 816
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,222
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 2021 estimated taxBullet0 RefundedBullet 11 0
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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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)
    bulletUT
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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
    JACK D LAMPROS DIRECTOR
    1     		1,400    
    5890 TRAILWINDS DRIVE
    FORT MEYERS,FL33907
    SEAN STROMBERG DIRECTOR
    1     		1,400    
    1593 EAST 275 NORTH
    LAYTON,UT84040
    JACKLYN LAMPROS HUNT DIRECTOR
    1     		1,400    
    2112 EAST 6225 SOUTH
    OGDEN,UT84403
    JAMIE SHENEFELT DIRECTOR
    1     		1,400    
    5039 SOUTH 1200 EAST
    OGDEN,UT84403
    KARIN HURST OLSEN DIRECTOR
    1     		1,400    
    1033 EAST 5750 SOUTH
    SOUTH OGDEN,UT84405
    KRISTEN HURST HYDE DIRECTOR
    1     		1,400    
    6112 SOUTH 2850
    OGDEN,UT84403
    DEAN W HURST DIRECTOR
    1     		1,400    
    4230 EDGEHILL DRIVE
    OGDEN,UT88403
    RICHARD STROMBERG DIRECTOR
    1     		1,400    
    1759 E BEECHWOOD DRIVE
    LAYTON,UT84040
    WELLS FARGO BANK N A TRUSTEE
    1     		4,601    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    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 (2020)
    Form 990-PF (2020)
    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
    NONE
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    2,108,725
    b
    Average of monthly cash balances.......................
    1b
    55,666
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,164,391
    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
    2,164,391
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    32,466
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,131,925
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    106,596
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    106,596
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,038
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,038
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    104,558
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    104,558
    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
    104,558
    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
    97,740
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    97,740
    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
    97,740
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 104,558
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,223
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 97,740
    a Applied to 2019, but not more than line 2a 3,223
    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 2020 distributable amount..... 94,517
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		10,041
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    WEBER STATE UNIVERSITY
    3848 HARRISON BLVD
    OGDEN,UT84408     		NONE PC GENERAL OPERATING 86,480
    Total .................................bullet 3a 86,480
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 42,516  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 108,734  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 1,506  
    bOTHER INCOME     1 35  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   152,791  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    152,791
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    D AND E STEWART FOUNDATION
    EIN:
    87-6160658
    Name of Bond End of Year Book Value End of Year Fair Market Value
    912828B66 US TREASURY NOTE 2.7 113,167 108,020
    912828VS6 US TREASURY NOTE 2.5 50,590 53,074
    912828ZG8 US TREASURY NOTE 50,172 50,158
    9128282N9 US TREASURY NOTE 2.1 49,521 53,416
    912828XB1 US TREASURY NOTE 97,395 107,930
    912828PX2 US TREASURY NOTE 3.6 49,987 50,198
    912828Y61 US TREASURY NOTE 100,129 106,695
    912828WJ5 US TREASURY NOTE 2.5 39,663 43,103
    912828XG0 US TREASURY NOTE 49,836 51,496
    912828U57 US TREASURY NOTE 2.1 49,746 52,866
    9128282P4 US TREASURY NOTE 1.8 49,418 51,381
    91282CAN1 US TREASURY NOTE 50,006 50,002

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    D AND E STEWART FOUNDATION
    EIN:
    87-6160658
    Name of Stock End of Year Book Value End of Year Fair Market Value
    478160104 JOHNSON & JOHNSON 1,062 19,673
    717081103 PFIZER INC 4,420 9,571
    931142103 WALMART INC 6,511 17,298
    060505104 BANK OF AMERICA CORP 4,839 18,156
    89832Q109 TRUIST FINANCIAL COR 6,382 9,826
    037833100 APPLE INC 7,208 103,498
    337738108 FISERV INC 10,927 13,094
    458140100 INTEL CORP 7,242 14,448
    68389X105 ORACLE CORPORATION 2,799 9,057
    747525103 QUALCOMM INC 8,385 23,613
    87165B103 SYNCHRONY FINANCIAL 4,420 4,339
    58933Y105 MERCK & CO INC NEW 4,516 11,861
    37045V100 GENERAL MOTORS CO 9,891 12,284
    172967424 CITIGROUP INC. 4,428 5,549
    149123101 CATERPILLAR INC 3,004 8,191
    235851102 DANAHER CORP 3,163 19,993
    580135101 MCDONALDS CORP 1,637 15,021
    91324P102 UNITEDHEALTH GROUP I 2,748 26,301
    14448C104 CARRIER GLOBAL CORP 870 3,018
    26441C204 DUKE ENERGY HOLDING 5,289 7,325
    254687106 WALT DISNEY CO 4,188 20,836
    68902V107 OTIS WORLDWIDE CORP 1,304 2,702
    16119P108 CHARTER COMMUNICATIO 5,669 9,923
    910047109 UNITED AIRLINES HOLD 2,801 5,969
    620076307 MOTOROLA SOLUTIONS, 5,641 7,653
    00287Y109 ABBVIE INC 4,969 6,322
    053015103 AUTOMATIC DATA PROCE 3,618 6,167
    369604103 GENERAL ELECTRIC CO 2,029 4,860
    693475105 PNC FINANCIAL SERVIC 5,822 13,410
    22160K105 COSTCO WHOLESALE COR 5,355 26,375
    30231G102 EXXON MOBIL CORPORAT 437 6,389
    438516106 HONEYWELL INTERNATIO 8,169 17,016
    11135F101 BROADCOM INC 11,085 13,136
    26614N102 DUPONT DE NEMOURS IN 1,364 3,698
    40434L105 HP INC 4,420 5,779
    42824C109 HEWLETT PACKARD ENTE 5,386 4,859
    780259206 ROYAL DUTCH SHELL PL 3,630 2,460
    00724F101 ADOBE INC 3,909 55,013
    020002101 ALLSTATE CORP 4,337 12,092
    025816109 AMERICAN EXPRESS CO 5,841 6,046
    17275R102 CISCO SYSTEMS INC 6,085 10,069
    437076102 HOME DEPOT INC 4,087 33,203
    526057104 LENNAR CORPORATION C 4,282 16,008
    594918104 MICROSOFT CORP 11,045 88,968
    713448108 PEPSICO INC 7,484 10,381
    31428X106 FEDEX CORPORATION 3,556 11,683
    92343V104 VERIZON COMMUNICATIO 10,028 13,513
    70450Y103 PAYPAL HOLDINGS INC 2,118 25,762
    64110L106 NETFLIX INC 3,548 5,407
    34959J108 FORTIVE CORP 783 2,974
    00206R102 AT & T INC 7,795 9,059
    30303M102 FACEBOOK INC 5,867 15,024
    031162100 AMGEN INC 5,099 5,748
    032654105 ANALOG DEVICES INC 12,854 22,455
    459200101 INTERNATIONAL BUSINE 3,794 5,665
    110122108 BRISTOL MYERS SQUIBB 4,930 13,957
    548661107 LOWES COS INC 11,051 15,248
    617446448 MORGAN STANLEY 6,596 17,133
    824348106 SHERWIN WILLIAMS CO 11,724 33,071
    883556102 THERMO FISHER SCIENT 8,913 25,618
    46625H100 JPMORGAN CHASE & CO 8,878 33,674
    902973304 US BANCORP 5,490 10,949
    G1151C101 ACCENTURE PLC 2,624 15,673
    084670702 BERKSHIRE HATHAWAY I 6,864 18,550
    742718109 PROCTER & GAMBLE CO 1,192 16,697
    907818108 UNION PACIFIC CORP 4,584 24,986
    191216100 COCA COLA CO 4,748 9,597
    38141G104 GOLDMAN SACHS GROUP 3,144 5,274
    166764100 CHEVRON CORP 7,167 11,401
    260557103 DOW INC 929 2,886
    02079K107 ALPHABET INC CL C 9,412 52,556
    20825C104 CONOCOPHILLIPS 9,138 11,197
    75513E101 RAYTHEON TECHNOLOGIE 2,901 5,721
    79466L302 SALESFORCE COM INC 5,092 10,014
    023135106 AMAZON COM INC COM 4,751 104,222
    097023105 BOEING CO 4,514 12,844
    H1467J104 CHUBB LTD 5,431 5,387
    609207105 MONDELEZ INTERNATION 4,412 13,156
    98978V103 ZOETIS INC 7,159 40,382
    244199105 DEERE & CO 4,435 10,762

    TY 2020 InvestmentsOtherSchedule2
    Name:
    D AND E STEWART FOUNDATION
    EIN:
    87-6160658
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    58933Y105 MERCK & CO INC NEW      
    912828XG0 US TREASURY NOTE      
    20825C104 CONOCOPHILLIPS      
    40434L105 HP INC      
    00724F101 ADOBE SYS INC      
    053015103 AUTOMATIC DATA PROCE      
    235851102 DANAHER CORP      
    254687106 WALT DISNEY CO      
    617446448 MORGAN STANLEY      
    674599105 OCCIDENTAL PETE CORP      
    693475105 PNC FINANCIAL SERVIC      
    713448108 PEPSICO INC      
    931142103 WAL MART STORES INC      
    191216100 COCA COLA CO      
    912828WJ5 US TREASURY NOTE 2.5      
    30231G102 EXXON MOBIL CORPORAT      
    87165B103 SYNCHRONY FINANCIAL      
    92343V104 VERIZON COMMUNICATIO      
    084670702 BERSHIRE HATHAWAY IN      
    912828MP2 US TREASURY NOTE 3.6      
    910047109 UNITED CONTINENTAL H      
    79466L302 SALESFORCE COM INC      
    37045V100 GENERAL MOTORS CO      
    74340W103 PROLOGIS INC AT COST 5,692 8,969
    780259206 ROYAL DUTCH SHELL PL      
    9128282N9 US TREASURY NOTE      
    912828VS6 US TREASURY NOTE 2.6      
    020002101 ALLSTATE CORP COM      
    097023105 BOEING COMPANY      
    458140100 INTEL CORP      
    46625H100 JPMORGAN CHASE & CO      
    902973304 US BANCORP DEL NEW      
    70450Y103 PAYPAL HOLDINGS INC      
    02079K107 ALPHABET INC/CA      
    26441C204 DUKE ENERGY HOLDING      
    98978V103 ZOETIS INC      
    609207105 MONDELEZ INTERNATION      
    17275R102 CISCO SYSTEMS INC      
    369604103 GENERAL ELECTRIC CO      
    478160104 JOHNSON & JOHNSON      
    907818108 UNION PACIFIC CORP      
    H1467J104 CHUBB LTD      
    912828U57 US TREASURY NOTE      
    244199105 DEERE & CO      
    594918104 MICROSOFT CORP      
    608190104 MOHAWK INDS INC COM      
    717081103 PFIZER INC      
    883556102 THERMO FISHER SCIENT      
    913017109 UNITED TECHNOLOGIES      
    G0177J108 ALLERGAN PLC      
    42824C109 HEWLETT PACKARD ENTE      
    912828PX2 US TREASURY NOTE 3.6      
    172967424 CITIGROUP INC      
    9128282P4 US TREASURY NOTE      
    30303M102 FACEBOOK INC      
    V7780T103 ROYAL CARRIBEAN CRUI      
    023135106 AMAZON COM INC      
    037833100 APPLE COMPUTER INC C      
    437076102 HOME DEPOT INC      
    68389X105 ORACLE CORPORATION      
    742718109 PROCTER & GAMBLE CO      
    824348106 SHERWIN WILLIAMS CO      
    91324P102 UNITEDHEALTH GROUP I      
    94988A718 WF DISCIPLINED SMALL AT COST 70,693 47,415
    34959J108 FORTIVE CORP      
    718546104 PHILLIPS 66      
    110122108 BRISTOL MYERS SQUIBB      
    580135101 MCDONALDS CORP      
    806857108 SCHLUMBERGER LTD      
    38141G104 GOLDMAN SACHS GROUP      
    29476L107 EQUITY RESIDENTIAL P AT COST 3,249 4,446
    912828B66 US TREASURY NOTE 2.7      
    526057104 LENNAR CORPORATION C      
    548661107 LOWES COS INC      
    747525103 QUALCOMM INC      
    78462F103 SPDR S & P 500 ETF T AT COST 55,556 72,907
    438516106 HONEYWELL INTERNATIO      
    00206R102 AT & T INC      
    81369Y886 AMEX UTILITIES SPDR AT COST 11,738 13,481
    912828Y61 US TREASURY NOTE      
    912828XB1 US TREASURY NOTE      
    032654105 ANALOG DEVICES INC      
    149123101 CATERPILLAR INC      
    375558103 GILEAD SCIENCES INC      
    459200101 INTERNATIONAL BUSINE      
    060505104 BANK AMER CORP      
    22160K105 COSTCO WHOLESALE COR      
    31428X106 FEDEX CORPORATION      
    G1151C101 ACCENTURE PLC      
    166764100 CHEVRON CORP      
    64110L106 NETFLIX.COM INC      
    16119P108 CCH I LLC      
    89832Q109 TRUIST FINANCIAL COR      
    031162100 AMGEN INC      
    260557103 DOW INC      
    025816109 AMERICAN EXPRESS COM      
    337738108 FISERV INC      
    26614N102 DUPONT DE NEMOURS IN      
    49427F108 KILROY REALTY CORP C AT COST 5,707 4,018

    TY 2020 OtherDecreasesSchedule
    Name:
    D AND E STEWART FOUNDATION
    EIN:
    87-6160658
    Description Amount
    MUTUAL FUND TIMING ADJ 188
    PURCHASE OF ACCRUED INTEREST CARRYOVER 53


    TY 2020 OtherIncomeSchedule2
    Name:
    D AND E STEWART FOUNDATION
    EIN:
    87-6160658
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,506 0  
    OTHER INCOME 35 35  


    TY 2020 OtherIncreasesSchedule
    Name:
    D AND E STEWART FOUNDATION
    EIN:
    87-6160658
    Description Amount
    COST BASIS ADJUSTMENT 28


    TY 2020 TaxesSchedule
    Name:
    D AND E STEWART FOUNDATION
    EIN:
    87-6160658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 110 110   0