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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE STEINHART FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)601 CENTRAL AVENUE STE 105
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEBRASKA CITY, NE68410
A Employer identification number

47-6025185
B Telephone number (see instructions)

(402) 873-3285
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$9,317,586J 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 152 152 152
4 Dividends and interest from securities... 194,745 194,745 194,745
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 128,609
b Gross sales price for all assets on line 6a 1,493,732
7 Capital gain net income (from Part IV, line 2)... 128,609
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 553 553 553
12 Total. Add lines 1 through 11........ 324,059 324,059 195,450
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 34,725 34,652 34,652  
b Accounting fees (attach schedule)....... Click to see attachment 12,400 12,374 12,374  
c Other professional fees (attach schedule).... Click to see attachment 55,019 54,904 54,904  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,996 1,170 1,170  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,340 2,335 2,335  
21 Travel, conferences, and meetings....... 120 120 120  
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,596 7,579 7,579  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,196 113,134 113,134 0
25 Contributions, gifts, grants paid....... 424,081 424,081
26 Total expenses and disbursements. Add lines 24 and 25 541,277 113,134 113,134 424,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -217,218
b Net investment income (if negative, enter -0-) 210,925
c Adjusted net income (if negative, enter -0-)... 82,316
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  
2 Savings and temporary cash investments......... 526,934 369,679 369,679
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).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,702 3,700 3,700
10a Investments—U.S. and state government obligations (attach schedule) 1,338,954 Click to see attachment1,226,723 1,280,486
b Investments—corporate stock (attach schedule)....... 2,124,897 Click to see attachment2,164,985 5,040,839
c Investments—corporate bonds (attach schedule)....... 1,252,052 Click to see attachment1,362,716 1,391,371
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,145,337 Click to see attachment1,050,231 1,215,722
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment17,481 Click to see attachment15,789 Click to see attachment15,789
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,411,357 6,193,821 9,317,586
Liabilities 17 Accounts payable and accrued expenses.......... 318  
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)......... 318 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,411,039 6,193,821
29 Total net assets or fund balances (see instructions)..... 6,411,039 6,193,821
30 Total liabilities and net assets/fund balances (see instructions). 6,411,357 6,193,821
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
6,411,039
2
Enter amount from Part I, line 27a .....................
2
-217,218
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,193,821
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,193,821
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 ALPHA SIMPLX GLOBAL P 2019-03-26 2020-10-05
b FHLMC POOL QA4354 P 2019-11-22 2020-03-25
c FNMA POOL AL8387 P 2018-01-09 2020-06-25
d PIMCO HIGH YIELD P   2020-10-05
e AMGEN INC P 2018-03-20 2020-03-23
FHLMC POOL QA4354 P 2019-11-22 2020-04-27
FNMA POOL AL8387 P 2018-01-09 2020-07-27
PNC FINANCIAL SERVICES P 2015-06-09 2020-04-21
BANK OF NY MELLON P 2018-03-20 2020-07-17
FHLMC POOL QA4354 P 2019-11-22 2020-05-26
FNMA POOL AL8387 P 2018-01-09 2020-08-25
SUNCOR ENERGY P   2020-03-10
BOSTON P LNG/SHRT RES P 2016-03-08 2020-04-20
FHLMC POOL QA4354 P 2019-11-22 2020-06-25
FNMA POOL AL8387 P 2018-01-09 2020-09-25
SUNCOR ENERGY P   2020-10-06
BOSTON P LNG/SHRT RES P 2016-03-08 2020-10-05
FHLMC POOL QA4354 P 2019-11-22 2020-07-27
FNMA POOL AL8387 P 2018-01-09 2020-10-26
TJX COMPANIES INC P 2011-07-07 2020-05-29
CISCO SYSTEMS P 2018-03-20 2020-07-22
FHLMC POOL QA4354 P 2019-11-22 2020-08-25
FNMA POOL AL8387 P 2018-01-09 2020-11-25
TORONTO DOMINION BK P 2019-05-09 2020-03-10
CITIGROUP INC P 2016-04-26 2020-10-06
FHLMC POOL QA4354 P 2019-11-22 2020-09-25
FNMA POOL AL8387 P 2018-01-09 2020-12-28
TOTAL S.A. P   2020-03-10
CME GROUP INC P 2013-02-05 2020-10-28
FHLMC POOL QA4354 P 2019-11-22 2020-10-26
HOME DEPOT P 2017-04-03 2020-04-21
TOTAL SE-SPON ADR P 2012-07-11 2020-10-30
CORESITE REALTY CORP P 2014-03-11 2020-04-21
FHLMC POOL QA4354 P 2019-11-22 2020-11-25
ISHARES RUSSELL MID CAP P   2020-04-21
US TREASURY NOTE P   2020-07-22
DIAMOND HILL LONG/SHORT P 2019-12-16 2020-04-20
FHLMC POOL QA4354 P 2019-11-22 2020-12-28
ISHARES RUSSELL MID CAP P 2019-08-07 2020-04-21
US TREASURY NOTE P 2018-12-18 2020-08-07
EATON CORP P   2020-04-21
FNMA POOL AL8387 P 2018-01-09 2020-01-27
LAS VEGAS SANDS P   2020-10-06
VANGUARD FTSE EMERGING MARKETS P 2013-08-28 2020-03-10
ECOLAB INC P 2016-06-06 2020-09-14
FNMA POOL AL8387 P 2018-01-09 2020-02-25
MANULIFE FINANCIAL CORP P   2020-10-30
VANGUARD REAL ESTATE P   2020-03-10
EOG RESOURCES INC P 2019-01-15 2020-10-06
FNMA POOL AL8387 P 2018-01-09 2020-03-25
MARSH & MCLENNAN COS P 2019-08-08 2020-06-08
VANGUARD REAL ESTATE P 2017-01-18 2020-10-06
FHLMC POOL QA4354 P 2019-11-22 2020-01-28
FNMA POOL AL8387 P 2018-01-09 2020-04-27
MEDTRONIC PLC P 2019-10-18 2020-03-10
ZOETIS P 2017-04-25 2020-04-21
FHLMC POOL QA4354 P 2019-11-22 2020-02-25
FNMA POOL AL8387 P 2018-01-09 2020-05-26
MORGAN STANLEY P   2020-07-24
CAPITAL GAIN DISTRIBUTION P   2020-12-31
(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 49,171   50,000 -829
b 290   296 -6
c 1,116   1,166 -50
d 50,000   50,485 -485
e 51,476   51,387 89
74   75 -1
1,201   1,255 -54
49,590   49,269 321
55,000   54,983 17
107   109 -2
1,165   1,217 -52
10,553   11,866 -1,313
22,960   24,663 -1,703
75   76 -1
1,035   1,082 -47
20,671   39,841 -19,170
73,563   75,337 -1,774
4,441   4,530 -89
1,071   1,119 -48
55,261   13,867 41,394
55,635   54,766 869
67   68 -1
1,098   1,147 -49
18,195   20,794 -2,599
23,266   25,143 -1,877
67   68 -1
1,133   1,184 -51
9,495   10,809 -1,314
54,298   20,026 34,272
70   72 -2
34,147   24,163 9,984
15,451   23,231 -7,780
40,987   10,988 29,999
70   72 -2
34,785   44,265 -9,480
102,844   99,993 2,851
20,094   25,000 -4,906
71   72 -1
31,306   38,585 -7,279
20,560   19,852 708
76,774   50,936 25,838
726   759 -33
49,181   51,605 -2,424
25,961   24,290 1,671
42,949   45,806 -2,857
543   567 -24
40,028   44,074 -4,046
67,693   62,727 4,966
2,613   7,465 -4,852
701   732 -31
54,194   52,571 1,623
20,415   20,907 -492
70   71 -1
762   796 -34
12,302   13,596 -1,294
72,569   30,873 41,696
205   209 -4
1,045   1,092 -47
100,000   103,126 -3,126
12,542     12,542
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       -829
b       -6
c       -50
d       -485
e       89
      -1
      -54
      321
      17
      -2
      -52
      -1,313
      -1,703
      -1
      -47
      -19,170
      -1,774
      -89
      -48
      41,394
      869
      -1
      -49
      -2,599
      -1,877
      -1
      -51
      -1,314
      34,272
      -2
      9,984
      -7,780
      29,999
      -2
      -9,480
      2,851
      -4,906
      -1
      -7,279
      708
      25,838
      -33
      -2,424
      1,671
      -2,857
      -24
      -4,046
      4,966
      -4,852
      -31
      1,623
      -492
      -1
      -34
      -1,294
      41,696
      -4
      -47
      -3,126
      12,542
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 2 128,609
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 -14,563
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 2,932
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  
3 Add lines 1 and 2........................... 3 2,932
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,932
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,520
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,588
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,588 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 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)
    bulletNE
    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 ofbulletTHE STEINHART FOUNDATION INC Telephone no.bullet (402) 873-3285

    Located atbullet601 CENTRAL AVENUENEBRASKA CITYNE ZIP+4bullet68410
    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
     
     
    ........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
    JOHN JAMES PRESIDENT
    5.00     		0 0 0
    2646 PARK ROAD
    NEBRASKA CITY,NE68410
    MICHAEL HARSHMAN VICE PRESIDE
    5.00     		0 0 0
    6130 LOMA CIRCLE
    LINCOLN,NE68516
    GEORGE BLAZEK SEC & TREAS
    5.00     		0 0 0
    9290 WEST DODGE RD 303
    OMAHA,NE68114
    DEROY HARSHMAN TRUSTEE
    5.00     		0 0 0
    916 COURTNEY DRIVE
    NEBRASKA CITY,NE68410
    HENRY H SCHWAKE TRUSTEE
    5.00     		0 0 0
    1011 JANE ANN COURT
    NIPOMA,CA93444
    DENNIS MARSHALL TRUSTEE
    5.00     		0 0 0
    1109 1ST CORSO
    NEBRASKA CITY,NE68410
    HENRY SCHWAKE TRUSTEE
    5.00     		0 0 0
    610 NORTH DIANTHUS STREET
    MANHATTEN BEACH,CA90260
    WENDE SCHWAKE TRUSTEE
    5.00     		0 0 0
    1779 RIVER GORGE DRIVE
    RENO,NV89521
    JACLYN KREIFELS TRUSTEE
    5.00     		0 0 0
    6335 P ROAD
    NEBRASKA CITY,NE68410
    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  
    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.............bullet  
    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 N/A  
    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
    8,192,899
    b
    Average of monthly cash balances.......................
    1b
    448,307
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,641,206
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,641,206
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    129,618
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,511,588
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    425,579
    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
    425,579
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,932
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,932
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    422,647
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    422,647
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    422,647
    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
    424,081
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    424,081
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    424,081
    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 7 422,647
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 7,613
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 424,081
    a Applied to 2019, but not more than line 2a 7,613
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 416,468
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		6,179
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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).)
    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:
    MRS KEITH THOMSON
    601 CENTRAL AVENUE
    NEBRASKA CITY,NE68410
    (402) 873-3285
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED GUIDELINES THE FOUNDATION TRUSTEES HAVE APPROVED AN ADDENDUM TO THE GRANT GUIDELINES ASKING FOR THE APPLICANT ORGANIZATION'S OFFICERS TO CERTIFY THAT THE ORGANIZATION IS EXEMPT FROM TAX AND THAT THE ORGANIZATION WILL NOTIFY THE FOUNDATION IF THERE IS ANY CHANGE MADE TO ITS EXEMPT STATUS.
    cAny submission deadlines:
    SEE ATTACHED GUIDELINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED GUIDELINES
    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
    NEBRASKA CITY MUSEUM ASSOCIATION
    917 WILDWOOD LANE A
    NEBRASKA CITY,NE68410     		NONE PUBLIC GRANT MUSEUM DIRECTOR 10,000
    NCHS AFTER PROM COMMITTEE
    NEBRASKA CITY PUBLIC SCHO
    NEBRASKA CITY,NE68410     		NONE PUBLIC AFTER PROM EVENT 500
    ST MARY'S HOSPITAL
    1301 GRUNDMAN BLVD
    NEBRASKA CITY,NE68410     		NONE PUBLIC GROWING GREAT KIDS PROGRAM 15,000
    OTOE COUNTY SHERIFF
    1021 CENTRAL AVE 1
    NEBRASKA CITY,NE68410     		NONE PUBLIC K9 DOG 13,000
    ST MARY'S HOSPITAL
    1301 GRUNDMAN BLVD
    NEBRASKA CITY,NE68410     		NONE PUBLIC UNITED AGAINST VIOLENCE 7,000
    NEBRASKA CITY PUBLIC SCHOOLS
    NEBRASKA CITY PUBLIC SCHO
    NEBRASKA CITY,NE68410     		NONE PUBLIC COVID 19 CHROMEBOOKS GRADE 3&4 5,000
    NEBRASKA CITY PUBLIC SCHOOLS
    NEBRASKA CITY PUBLIC SCHO
    NEBRASKA CITY,NE68410     		NONE PUBLIC MUSICAL INSTRUMENTS REPLACEMENT 13,191
    NEBRASKA CITY PUBLIC SCHOOLS
    NEBRASKA CITY PUBLIC SCHO
    NEBRASKA CITY,NE68410     		NONE PUBLIC AUDITORIUM RENOVATION 60,970
    EDGE NEBRASKA CITY
    1306 1ST AVEENUE
    NEBRASKA CITY,NE68410     		NONE PUBLIC 2ND GRADE READING PROGRAM 3,220
    CITY OF NEBRASKA CITY
    1409 CENTRAL AVENUE
    NEBRASKA CITY,NE68410     		NONE PUBLIC LAND PURCHSE FOR SPORTS COMPLEX 30,000
    CITY OF NEBRASKA CITY
    1409 CENTRAL AVENUE
    NEBRASKA CITY,NE68410     		NONE PUBLIC KEARNEY HILL PARK PROJECT 20,000
    CITY OF NEBRASKA CITY
    1409 CENTRAL AVENUE
    NEBRASKA CITY,NE68410     		NONE PUBLIC OPERATING WILDWOOD HISTORIC CENTER 15,000
    NEBRASKA CITY PUBLIC SCHOOLS
    NEBRASKA CITY PUBLIC SCHO
    NEBRASKA CITY,NE68410     		NONE PUBLIC SOFTBALL FIELD 3 IMPROVEMENT 14,000
    NEBRASKA CITY FOOD PANTRY
    1023 1ST AVENUE
    NEBRASKA CITY,NE68410     		NONE PUBLIC COVID 19 FOOD 10,000
    TEAMMATES
    6801 O STREET
    LINCOLN,NE68510     		NONE PUBLIC OPERATING 5,000
    CLARKSON COLLEGE
    101 S 42ND STREET
    OMAHA,NE68131     		NONE PUBLIC/STUDE SCHOLARSHIP 2,500
    UNIVERSITY OF NEBRASKA - LINCOLN
    1400 R STREET
    LINCOLN,NE68588     		NONE PUBLIC/STUDE SCHOLLARSHIP KEITH WHITEHEAD 2,500
    NEBRAWSKSA WESLEYAN UNIV
    5000 ST PAUL AVENUE
    LINCOLN,NE68504     		NONE PUBLIC/STUD SCHOLARSHIP PIPER MONSON 2,500
    NEBRAWSKSA WESLEYAN UNIV
    5000 ST PAUL AVENUE
    LINCOLN,NE68504     		NONE PUBLIC/STUD SCHOLARSHIP CARLOS SEMA 2,500
    UNIVERSITY OF NEBRASKA - OMAHA
    6001 DODGE STREET
    OMAHA,NE68182     		NONE PUBLIC/STUDE SCHOLLARSHIP CARA BOOTH 2,500
    UNIVERSITY OF NEBRASKA - OMAHA
    6001 DODGE STREET
    OMAHA,NE68182     		NONE PUBLIC/STUDE SCHOLLARSHIP EMMANUEL ENCINA-GARCIA 2,500
    UNIVERSITY OF NEBRASKA - LINCOLN
    1400 R STREET
    LINCOLN,NE68588     		NONE PUBLIC/STUDE SCHOLLARSHIP BINH PHAN 2,500
    BRYAN LGH COLLEGE
    5035 EVERETT
    LINCOLN,NE68508     		NONE PUBLIC/STUDE SCHOLARSHIP SABRINA WAMPLER 2,500
    WAYNE STATE COLLEGE
    1111 MAIN STREET
    WAYNE,NE68787     		NONE PUBLIC/STUDE SCHOLARSHIP LOGAN BAKULA 2,500
    BRYAN LGH COLLEGE
    5035 EVERETT
    LINCOLN,NE68508     		NONE PUBLIC/STUDE SCHOLARSHIP JENNIFER MOYER 2,500
    MIDLAND LUTHER COLLEGE
    900 N CLARKSON ST
    FREMONT,NE68025     		NONE PUBLIC/STUDE SCHOLARSHIP SARAH MURRAY 2,500
    MOUNT MARY UNIVERSITY
    2900 MENOMONEE RIVER PKWY
    MILWAUKEE,WI53222     		NONE PUBLIC/STUDE SCHOLARSHIP 2,500
    GREATER NE SCIENCE
    NEBRASKA CITY PUBLIC SCHO
    NEBRASKA CITY,NE68410     		NONE PUBLIC/STUDE SCHOLARSHIP 500
    MAKE A WISH FOUNDATION
    1005 S 107TH
    OMAHA,NE68114     		NONE PUBLIC OPERATING 1,000
    FRIENDS OF ARBOR LODGE
    115 N 10TH STREET
    NEBRASKA CITY,NE68410     		NONE PUBLIC J STERLING MORTON STATUE 5,000
    BLUE VALLEY BEHAVIORAL
    1903 4TH CORSO
    NEBRASKA CITY,NE68410     		NONE PUBLIC GRANT COMPUTERS 10,700
    RADIO TALKING BOOKS
    7101 NEWPORT AVE STE 205
    OMAHA,NE68152     		NONE PUBLIC GRANT 5,000
    LOURDES CENTRAL CATHOLIC SCHOOL
    412 2ND AVE
    NEBRASKA CITY,NE68410     		NONE PUBLIC GRANT CAFETERIA 150,000
    Total .................................bullet 3a 424,081
    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 ...........     		    14 152  
    4 Dividends and interest from securities....     14 194,745  
    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 ............     		    18 128,609  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a       		    18 553  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   324,059  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    324,059
    (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 AccountingFeesSchedule
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 12,400 12,374 12,374  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMGEN INC 55,348 55,705
    AMAZON COM 50,316 51,152
    ANTHEM INC 52,704 53,478
    AT&T INC 86,912 87,970
    BANK OF AM 57,125 56,990
    BANK OF NY MELON    
    BLACKROCK INC 27,015 26,085
    CISCO SYSTEMS    
    COSCO WHOLESALE 103,353 107,597
    CVS HEALTH GROUP 56,601 56,625
    ECOLAB    
    HCP INC 53,517 55,315
    INTERCONTINENTEL 57,536 56,789
    MARSH & MCLENNAN    
    MASTERCARD 79,760 82,183
    MICROSOFT CORP 78,766 81,913
    MORGAN STANLEY    
    MOSAIC CO 53,136 54,573
    PEPSICO 96,674 95,742
    PROGRESS ENERGY CAROLINA 49,631 50,504
    SHELL INT'L FIN 75,008 80,953
    SPECTRA ENERGY 54,518 55,819
    STATE STREET CORP 75,345 82,178
    TORONTO DOMINION BIC 40,012 40,150
    UNITED HEALTH GROUP 51,932 50,923
    VISA 50,365 51,552
    VODAFONE GROUP 57,142 57,175

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET 30,111 105,114
    AMAZON 28,222 39,084
    AMERICAN CENTURY 75,000 84,034
    APPLE INC. 11,041 435,223
    AT&T 64,103 60,540
    BLACKROCK INC 22,393 50,508
    BOEING CO 19,411 61,007
    BOOKING HOLDINGS 24,985 37,864
    BROADCOM INC 31,305 48,163
    CALVERT EQUITY 30,000 31,959
    CELANESE CORP 24,543 67,569
    CISCO SYSTEMS 67,356 146,511
    CITIGROUP INC    
    CME GROUP    
    EOG RESOURCES    
    CVS/HEALTH CORP 42,373 81,618
    DIAGEO PLC-ADR 26,978 81,787
    EATON CORP PLC    
    ELECTONIC ARTS 8,900 14,360
    FIDELITY NAT INFO 18,870 21,926
    FLEX LTD 11,946 26,970
    GARMIN LTD 56,168 75,386
    HOME DEPOT    
    INTERPUBLIC GROUP 57,417 70,560
    ISHARE RUSSELL 174,017 392,120
    ISHARE RUSSELL 83,740 128,313
    JP MORGAN CHASE & CO 37,959 110,551
    LAM RESEARCH CORP 31,403 103,899
    LAS VEGAS SANDS    
    MANULIFE FINANCIAL    
    MEDTRONIC PLC    
    MICROSOFT CORP 29,410 255,783
    MONDELEZ INT 55,324 75,426
    NIKE INC 26,130 72,857
    OPPENHEIMER DEV MKT 177,222 290,184
    PNC FINANCIAL SV    
    PRINCIPAL MIDCAP 50,000 56,330
    RAYTHEON TECH 35,876 39,330
    SPDR S&P MIDCAP 131,077 503,904
    SUNCOR ENERGY    
    SYSCO CORP 34,565 51,982
    T-ROWE PRICE INST 50,000 76,708
    TARGET CORPORATION 25,854 168,586
    TE CONNECTIVITY 27,759 51,455
    THERMO FISHER SCIENTIFIC INC 10,640 107,129
    TJX COS INC    
    TORON TO BK    
    TOTAL S.A.    
    UNILEVER N.V. 35,023 42,252
    UNION PACIFIC CORP 8,588 124,932
    UNITED PARCEL SERVICE CLB 47,913 120,406
    VANGUARD EMERGING MKTS 65,395 87,693
    VANGUARD FTSE 214,984 330,470
    VANGUARD MID-CAP 88,050 118,960
    VANGUARD MSCI    
    VISA INC 34,797 45,933
    WALT DISNEY COMPANY 3,454 104,178
    WASTE MGMT 34,683 41,275
    ZOETIS INC    

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    US Government Securities - End of Year Book Value:

    1,171,723
    US Government Securities - End of Year Fair Market Value:

    1,224,421
    State & Local Government Securities - End of Year Book Value:


    55,000
    State & Local Government Securities - End of Year Fair Market Value:


    56,065


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COMPLIMENTARY STRATEGIES AT COST 460,000 485,511
    MUTUAL FUNDS AT COST 343,515 352,907
    REITS AT COST 246,716 377,304

    TY 2020 LegalFeesSchedule
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 34,725 34,652 34,652  


    TY 2020 OtherAssetsSchedule
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST & DIVIDENDS 17,481 15,789 15,789


    TY 2020 OtherExpensesSchedule
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    SECRETARY SERVICES 5,300 5,288 5,288  
    TELEPHONE 1,352 1,349 1,349  
    INSURANCE 591 590 590  
    OFFICE SUPPLIES 353 352 352  


    TY 2020 OtherIncomeSchedule2
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      553 553 553


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 55,019 54,904 54,904  


    TY 2020 TaxesSchedule
    Name:
    THE STEINHART FOUNDATION INC
    EIN:
    47-6025185
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT TAXES/LICENSES 4,996 1,170 1,170